13 Monday.com CRM Features to Grow Your Business in 2023
Monday.com is a great tool that offers a one-size-fits-all approach to business management.
To begin with, Monday.com is a task and project management tool offering a wide range of functionalities for businesses in several categories, including sales, IT, and communication.
The platform also goes beyond project management, offering a fully functional sales CRM that's simple to set up and easy to use.
More than just a CRM, this all-in-one work OS boasts all the tools you need to manage every aspect of your work, from your projects to your customer interactions. Whether you need to streamline your sales pipeline, want to create a marketing campaign process, run a robust CRM, or build a project management tracker, we can confidently recommend Monday.com.
As one of the best CRM software, Monday.com provides you with the robust metrics and functionality you need to meet your sales targets, grow your customer base, strengthen your customer relationship management, and make your life easier.
However, just like how you must read the manual of your favorite juice maker to understand how to operate it, you also need to understand what the Monday CRM features are and how they can help take your sales to the next level.
In this Monday review, I've compiled a detailed list of CRM features that the platform provides and what they could mean for your business in subsequent times.
This review will help you determine what each feature offers and make an informed decision to satisfy your CRM needs.
Let's get started.
Lead management is essential to this CRM feature list because it plays a vital role in sustaining concrete customer relationship management.
Small businesses and large enterprises alike can easily qualify leads, perform analysis, and improve the efficiency and productivity of their sales team by helping them focus on the right leads at the right time.
This lead management technology also helps businesses and small teams manage their entire customer database and move leads through the sales pipeline to become new business opportunities.
Monday.com offers a straightforward approach to handling your leads and promotes transparency and accountability for every team member.
You can easily collect and organize leads and their information in one place, monitor lead scores, track and assign leads between your sales force, and automate reminders for follow-up with leads.
There are customizable columns and simple-to-use templates that can help you create your dream workflow and manage your leads effectively.
In situations when leads do not pan out, you can push them to the lost group on the lead management template. That way, you'll be able to stay in touch with your potential leads so that they can easily turn to you whenever they change their minds.
On Monday CRM software, you will be able to monitor your team members and see when they have allocated a lead but not followed it up.
If you have an external team, you can export your lead data into excel and share it with them and also import your excel spreadsheet into Monday CRM software in seconds.
Imagine living in a smart house that automatically runs all your household chores daily?
How productive do you think you will be for the rest of the day?
Just like this scenario, one prominent CRM feature every business needs in a project management tool is the capability to automate repetitive tasks, which will help team members devote their time and energy to more complex tasks.
Most CRM providers can automate administrative duties and other basic tasks, such as data entry, appointment scheduling, and follow-up emails.
Monday CRM software offers code-free automation and performs all your manual labor so that you can devote your time to tasks that require special attention and, as a result, optimize your sales process.
You can set up customizable automation for your repetitive tasks within minutes.
For example, you can create an automation that will send a follow-up email to a customer a few days after subscribing to your newsletter or purchasing your service.
Monday CRM users can also create workflows that trigger actions or automate follow-ups for the next step in your customer journey.
For example, if you own an eCommerce business and your customer leaves items in their cart for more than a week, you can automate follow-ups to remind them of the items remaining in their carts and offer little incentives if possible.
Whether you control a small business or a large enterprise, your sales team greatly benefits from automating those mundane but essential tasks on Monday.com.
Dashboards, Analytics & Reporting
A good project management platform must be able to provide detailed analytics and routine summary reports of your sales figures and business activities. This detailed information allows you to troubleshoot problems as soon as they arise and maintain an in-depth understanding of your entire business process.
With reporting and analytics functionality, you can evaluate your sales cycle, run reports based on factors like geography and the funnel stage, and make calculated decisions on how to improve your sales process.
Monday CRM software has an analytics and reporting tool that helps you track interactions and run reports, from a high-level overview to the last detail.
You can create a custom sales dashboard and get a visual overview of your business performance, assess your timeline and budget at a glance, monitor your sales teams, check new leads and conversions, and track your business progress.
Monday CRM also stores phone calls, emails, meetings, chat histories, support tickets, and any other customer interaction. This data can help you interpret your customers' intent and make the right pitch at the right time.
Additionally, Monday.com offers a drag-and-drop interface that allows you to easily add graphs alongside critical metrics to your dashboard for a better understanding of your customer data and a quick (real-time) overview of your sales pipeline.
Kanban boards are great tools that help businesses visualize their workflow and maximize work efficiency. It works as a task management system, encouraging team members to focus on one task and complete it before taking up another.
Additionally, a Kanban board is an excellent function if there’s a continuous change in your project. You’ll be able to share every work content with your team members and keep them on the same page as you.
In Monday CRM software, there are various boards available for different uses. However, you can convert any of them to the Kanban board view, which will create columns based on the status columns.
This mobile-friendly digital Kanban board allows you to bring all your work to one place, plan workflows, centralize communications, and get a full picture of your business activities.
Several Kanban board templates are available, which you can adopt to create project boards for all your projects. You can even create custom boards to suit your business identity and add as many columns as you need.
With this Monday.com Kanban board function, you can always ensure that your team has real-time access to the Kanban board and its corresponding Kanban cards.
You can assign each Kanban card to a specific team member who’ll be responsible for completing each task and moving the card from one column to the next until the project is completed.
Monday CRM software’s free plan offers unlimited boards to organize all your work and data in one place. Similarly, you can create private boards for specific team members, but this feature is only available on its paid plan.
Digital Asset Management
Digital Asset Management (DAM) works as a resource management system.
It helps you centralize and organize your assets and digital files like documents, spreadsheets, slides, and videos in a single, easy-to-access library where you can find them easily.
However, more than just collecting all your files in one place, a digital asset management system offers other functions, such as advanced searching, downloading, and sharing capabilities. This ensures that your asset isn’t just stored, but every team member can leverage the files to achieve your business goals.
Monday CRM has in-built digital asset management features, so you always have the files you need at your fingertips.
With a simple drag-and-drop user interface, this DAM feature allows you to centralize and manage your team files and entire asset portfolio in one platform that supports all formats. You can easily access the files you need, keep everything organized, and easily share them with your team within seconds.
Since Monday.com is a secure platform and a cloud-based tool, your files and assets are always safe and you can have access to them anywhere and at any time. That’s also true for your mobile devices like your smartphone or tablet.
Monday CRM software supports file uploads from your desktop and external cloud storage, such as Google Drive, OneDrive, Box, and Dropbox. You can even make annotations on image files so you can give feedback to other team members.
This DAM feature that Monday.com offers also helps keep track of all the critical files you, your team, and your clients need to make sound investment decisions. You’ll be able to manage client and team permissions easily and instantly, so everything is regulated in unique, secured cloud storage.
Templates are features that the best CRM software providers offer because they are a great way to get things done quickly, improve customer relationships, and speed up your business process.
The Monday CRM template center offers over 200 customizable templates in different categories, thus enhancing your customer experience.
These categories include operations, HR, manufacturing, project management, event planning, content production, freelancers, and startups.
You’ll also be able to manage leads and sales pipelines while tracking potential revenue from the start.
Irrespective of what your sales processes need, there’s a template available for you.
As a business owner, integrating your CRM software with third-party software is a great way to expand the CRM software’s functionality.
Integrations further streamline your sales process by eliminating the need for your team members and other users to toggle between your CRM software and other software programs. They’re also an excellent way to tailor your CRM software to your specifications and improve productivity and communication between your team members and clients.
Monday CRM software connects seamlessly with your existing tools so that you can have all your team’s work in one place and prevent a tiresome back and forth between multiple apps.
You can easily integrate the following software categories on Monday.com.
- CRM, such as Outlook, Microsoft teams, Google Calendar, Zendesk, Excel, and Salesforce.
- Marketing, such as Mailchimp, Facebook Ads, HubSpot, JotForm, Typeform, Hootsuite, and Box.com
- Software Development, such as Jira, GitLab, and GitHub.
- Project management, such as Asana, Todoist, Basecamp, and Trello.
Setting up your integrations on Monday.com is easy, and you do not require technical knowledge to complete the process.
Gantt charts are great project illustrators for planning and scheduling projects and maintaining a coherent project strategy.
Small businesses and large teams can also use Gantt charts to visualize their projects' building blocks and organize them into smaller, more manageable tasks.
Creating a Gantt chart with Monday CRM ensures you maintain a bird's-eye view of your project.
You can also easily set up task dependencies, help team members to plan their work around deadlines, track task progress, and properly allocate resources.
The Monday CRM Gantt chart uses color coding and icon or images to represent or assign tasks, making it easy for any member of your team to create complicated plans.
Creating a Gantt chart with Monday CRM software is simple and easy to customize within minutes. Once you enter all the required fields on the Table view, you can visualize your project timeline in several ways, including calendar view and workload view.
Additionally, with their mobile app functionality, you can even access your Gantt chart on the go.
How is your sales team managing their time? How much time are they spending on each task? What’s the result of their time spent on tasks?
Time tracking is an important CRM feature that can help you answer these questions, offer unique insight into your business processes, and boost productivity.
CRM software Monday has an in-built time tracking tool that helps you accurately calculate the amount of time invested in your business processes.
Once you drag and drop the time column to your project dashboard, you can easily manage and track your projects, team members, tasks, and subtasks.
You can further evaluate your sales pipeline and business data through time reports to see actual values, compare them to planned values, and make the correct adjustment to increase sales revenue.
Although you may not need extensive technical knowledge to operate on Monday.com, there's still a bit of a learning curve involved in navigating this project management software.
Monday CRM software offers training to its users via a dedicated blog page. There's information covering topics such as Monday.com OS, project management, CRM and Sales, resource management, remote work, task management, and software development to improve your business knowledge.
Furthermore, numerous video tutorials, FAQs, community forums, self-serve knowledge bases, and webinars on-demand with detailed answers to your questions are available on the website.
When there are any developments or changes in the CRM software, the training Monday.com provides will ensure that you stay up-to-date, learn the necessary changes, and harness the platform's full potential.
Monday CRM software has mobile apps that allow you to access your work information and keep up with your team members from anywhere.
Available on iOS and Android devices, this mobile app helps you access your core CRM software features, such as digital asset management, contact management, and reporting and dashboards.
This mobile version of Monday CRM software further syncs automatically with the main CRM platform so that your latest work data is always available.
Furthermore, suppose you want to enhance your business processes and strengthen your sales team. In that case, you can use Monday.com Salesforce app integrations so that your users can access important company data anytime.
If you encounter any problem while using Monday CRM software, you can always rely on their effective customer support system to provide timely solutions for you.
Like most CRM platforms, Monday.com offers 24/7 customer support to all users available in different formats. If you purchase the enterprise plan, you’ll have a dedicated customer success manager to attend to your enterprise needs.
Although you won’t find live chat or phone support on their website, once you fill in their complaint form with your contact details and question, you’ll receive personalized support.
Monday.com sales team is responsive and convenient, so you can always get the support you need to use the Monday CRM to enhance your marketing activities.
Monday CRM pricing begins with a free version best suited for businesses that want to test the waters with Monday.com and keep track of their work.
This free version offers over 200 templates and allows only two users to access the software simultaneously.
However, you can access advanced features, such as unlimited user access, HIPAA compliance, multiple workflow views, and tailored onboarding via Monday.com’s paid plans.
There are four paid plans on Monday.com; Basic plan, Standard plan, Pro plan, and Enterprise plan and they are billed annually or monthly.
The Enterprise plan is best suited for organizations seeking enterprise-grade features. To get the price of this plan, you’ll have to contact their marketing team.
There’s also a 14-day free trial attached with any of these paid plans, where you’ll be able to test all the platform’s advanced features.
Once the free trial period has elapsed, you’ll have to subscribe to any of the paid plans to continue using the advanced features. If you choose not to subscribe, Monday CRM will automatically move your account to the free version.
If you need more reviews and guides to understand these CRM features and help you select the best CRM tools, check out these resources below:
- Best Online Gantt Chart Makers
- Best Monday.com Alternatives
- CRM Software for Small Businesses
- Best Project Dashboard Software
- Best Kanban Software in 2022
- Monday.com Review