monday.com: Best Sales CRM Software In 2022
monday.com is the best and right software for your Project and Task Management
With user-friendly interface and easy customization features, monday.com is one of the best CRM in the CRM market. And what’s best is, it’s task management tool with a colorful platform.
monday.com is one of the best CRM for the beginners and small to large scale company in a very good budget.
Are you planning to purchase monday.com? We will assist to make your decision.
In this article, we are going to give overview of monday.com CRM from its features, to pros and cons to its pricing.
We present you everything you need to know about monday.com CRM.
Are you excited to know? Yayyy!!! Let’s go to know about this CRM.
monday.com CRM
Monday.com is a task management tool with a colorful platform. It is one of the best cloud-based CRM.
It has very simple, easy-to-use, user-friendly interface containing workspaces, teams, boards, items, and subitems. In addition to the colorful platform, it also has a vast tutorial library making it the best CRM software for both beginners and experts.
It is preferred CRM by more than 100,000 companies in the world to help the team to utilize its capacity fully and to focus on an important task.
Features of Monday.com
It has a total of 449 features. Among 449 features, some of them are:
i. Dashboard
The dashboard helps to monitor the workflow and keeps you updated on what is happening on multiple boards. Overall it helps you to gain valuable insight and know where the things stand at a single glance. It helps you to create summaries and reports, and view valuable information in a shorter time.
With the help of a dashboard, we can view different ways to view the same information using different visualization and dashboards. It also allows us to pull multiple boards into a single dashboard in case we need to make advanced plans.
We can view many boards like tables, timelines, Gantt charts, calendars, kanban boards, forms, and workloads even in the most basic plans. This CRM presents you a very customizable dashboard letting you gain insight of your projects and company quickly.
ii. Project Automation
Automation is one of the important features of any CRM for effective and efficient project management. This CRM let us use automation in various tasks such as recurring tasks, streamlining workflows, sending notifications, recurring items, assigning due dates, moving items upon a condition, building out subitems, and so on.
How to do Automation?
By using automation recipes.
Automation recipes are the basic templates or guides created to give you an idea of starting point when you create automation which has two parts- triggers and action. Triggers are events, and actions dictate what to do when a trigger happens.
It offers a wide variety of automation choices that you can use to create e a customizable workflow by changing triggers/actions.
Some of its prebuilt recipes are:
- Notifications: It notifies you about system tasks, alerts you, and gives you a reminder.
- Status Change: happens when a task status changes
- Recurring Tasks: automate repetitive tasks
If you want to create the brand new automation, you can click on the option “Start from Scratch” and create it.
iii. Integration
Another key feature of this CRM is integration. It integrates with hundreds of third-parties apps either natively or through a paid plan like Zapier that you are already using like google drive, Slack, Jira, GitLab, etc. monday.com has done 139 integration in total.
You can also connect with the task management tools like Asana, Basecamp, Jira, Microsoft Teams, Todoist, and Trello. Monday.com connects with everything to build a strong communication strategy.
It is easy to use as well. Find the Integration Center icon in the menu and you can explore by recommended apps or app types.
Monday.com connects with everything to build a strong communication strategy.
iv. Custom Support
Custom support of monday.com is available 23/7 to provide better customer service to its user through email, FAQs, or through filling out their contact form. Monday.com provides good customer service by solving queries of its user or non-user.
v. Checklists
For better task management, monday.com checklists break down larger tasks into smaller ones which helps teams to solve the task in an easy manner. Once they are done with an item, they can check the circle next to it to mark it complete.
Pros
- Colorful and user-friendly interface.
- Easy to use having a vast tutorial library to learn about it more.
- The automation process makes tasks efficient.
- Collaboration tools that mimic social media(Giffi, likes, emotes, @-mention).
- Multiple views for your boards like file views, kanban views, form views, and chart views.
- Mobile apps to manage apps on one go.
- Easy to integrate with other apps.
Cons
- The tracking of the project goals is difficult.
- Cannot assign comments to team members.
- Limited activity log.
- It does not have idea management features.
- It is pricy compared to other CRM.
- The free trial doesn’t offer much. Best features are limited to standard and pro plans.
- Gantt charts and timelines are limited to higher plans.
Support and Training
monday.com supports and gives training through the following mediums.
Supports
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- 24/7 (Live Rep)
- Phone Support
- Chat
Training
- In-Person
- Live Online
- Webinars
- Documentation
- Videos
Alternatives to monday.com
monday.com CRM alternatives are:
- Click up
- Smartsheet
- Scoro
- Pipefy
- Teamdeck
Pricing
Monday.com also offers a free trial period of the pro plan for 14 days. The price range of monday.com varies according to user needs.
Base plan: $49/month
Standard plan: $59/month
Pro plan: $99/month
Typical Customer
monday.com’s typical customers are:
- Freelancers
- Small businesses
- Mid-size businesses
- Large enterprises
Our Recommendation
Monday.com is not suitable for people who are looking for freemium for its free plan doesn’t offer much.
It is best for the creative-minded professionals working in mid-sized to large groups with a moderate to high budget for software and apps.
Conclusion
Is monday.com CRM for your business?
You must have known after reading this article. If it is suitable for your business, you suggest you to buy it. If you are sitll in delemma then you can consider Hubspot, Zendesk, Zoho CRM either.
We hope you found our article informative. Thank you for reading it till the end.
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