CRM Monday Review 2023

CRM Monday

What is CRM?

Customer relationship management (CRM) is a business strategy that focuses on building and maintaining strong, lasting relationships with customers. It involves the use of technology, people, and processes to understand and meet the needs of customers, improve customer satisfaction, and increase customer loyalty.

What is CRM Monday?

Monday.com is a project management and team collaboration platform that includes customer relationship management (CRM) features. The platform is designed to help teams manage tasks, projects, and customer relationships in a single, centralized platform, enabling them to work more efficiently and effectively.

CRM Monday features allow teams to manage customer interactions, track sales leads, and analyze customer behavior and preferences. The platform includes tools for automating marketing, sales, and customer service tasks, streamlining business processes, and increasing efficiency. These features can help teams build and maintain strong, lasting relationships with customers, leading to improved customer satisfaction and loyalty.

One of the key benefits of CRM Monday.com’s features is that they are fully integrated with the rest of the platform. This allows teams to manage customer relationships alongside other work tasks and projects, giving them a comprehensive view of their work and enabling them to work more efficiently.

Monday.com’s CRM features are highly customizable, allowing teams to tailor them to meet their specific needs and preferences. The platform offers a range of templates, integrations, and customization options to help teams get the most out of their CRM efforts. This flexibility makes Monday.com an ideal solution for businesses of all sizes and industries.

In addition to its CRM features, Monday.com also includes a range of tools and features to help teams manage tasks and projects more effectively. These include project and task management, team communication, file sharing, and integration with other business systems and tools. These features make Monday.com a powerful, all-in-one platform for managing work tasks, projects, and customer relationships.

Implementing a CRM Monday system requires a significant investment of time, resources, and money. It requires a thorough understanding of business processes, customer needs, and technology capabilities. Successful CRM implementation requires the buy-in and support of all stakeholders, including employees, customers, and business partners.

Monday.com offers a range of resources and support to help teams successfully implement and use its CRM features. These include online documentation, training materials, and customer support. The platform also offers a range of integrations with other business systems and tools, making it easy to integrate Monday.com into existing workflows and processes.

Overall, CRM Monday.com is a powerful and flexible platform for managing tasks, projects, and customer relationships. Its CRM features are fully integrated with the rest of the platform, enabling teams to work more efficiently and effectively. By leveraging technology, people, and processes, teams can better understand and meet the needs of customers, improve customer satisfaction, and increase customer loyalty. Despite the challenges and efforts required for implementation, the benefits of CRM Monday.com’s features far outweigh the costs, making it a worthwhile investment for businesses of all sizes and industries.

CRM Monday Features

  • 360 Degree Feedback Access
  • Controls/Permissions Account
  • Alerts Account Management
  • Activity Planning Activity/News
  • Feed Administrator Level Control
  • Advertising Management
  • Agile Methodologies
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Applicant Tracking
  • Approval Workflow
  • Archiving & Retention
  • Artwork Management

Monday CRM Pricing detail

Monday.com offers a free forever plan for up to 2 seats, after which pricing scales based on the number of seats, as well as the functionality needed. Paid plans start at $10.00/seat/month, billed annually, for the Basic plan and include a minimum of 3 seats. Other plans are outlined below:

Basic plan: starting at $12.50/seat/month billed monthly (or $10/seat/month when billed annually)
Standard plan: starting at $17/seat/month billed monthly (or $14/seat/month when billed annually)
Pro plan: starting at $30/seat/month billed monthly (or $24/seat/month when billed annually)
Enterprise: contact monday.com for enterprise pricing

14 days free trial, no credit card needed.
30-day money-back guarantee.

Support

  • Email
  • Help Desk
  • FAQs
  • Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live Rep)
  • Chat
  • In-person training
  • Live Online
  • Webinars
  • Documentation
  • Videos

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