Enterprise

CRM software Monday: Features, Price, Pros & Cons of Monday Sales CRM

crm software monday

If your company is looking for the best lead generation tool, then you can try the CRM software Monday.  The robust features for lead generation from different sources, nurturing them, and the highly customizable CRM tools by Monday are favored by different industry specialists.

The dashboard has a perfect mix of different tools and columns users can utilize to categorize and manage leads under leads, qualified leads, and disqualified leads. The automation tech offered by Monday CRM also saves time.

If you have a small business and you are thinking of using CRM software for better lead generation, nurturing, and conversion, then this is the tool you must use. But, before you use the CRM software Monday, here is a simple review you must go through.

About CRM Software Monday

About CRM Software Monday

It is time to say goodbye to the multiple makeshift tools you have been using for project management, lead management, and the like.

Instead, say welcome to the Monday CRM software, a robust lead management tool that helps your sales team skyrocket and hit the bullseye on each of their sales goals.

There is a core work management platform integrated into the software. Now, you can simply run and scale your sales team’s operations more smoothly. You do not need the help of any developer to customize the CRM software Monday.

You can edit different deal stages, add the number of columns you need, and manage multiple sales pipelines at once.

Monday CRM users can also communicate with their customers effectively. They also offer options to customize and personalize your emails for different clients.

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Benefits Of Using CRM Software Monday

Tailor your product and service promotion efficiently with the different lead tracking and managing tools of the Monday CRM. Here are some of the features of the CRM software Monday. These features will be beneficial for your sales team.

Workforms For Better Lead Management

Workforms For Better Lead Management

The work forms of the CRM software Monday are one of the best features. This allows you to collect, organize and maintain your leads in one place. You can add information related to the lead scores, embed and prepare web forms, and get new customers.

CRM Software Monday offers users a new business card-style overview of their deals and leads.  This includes contact information, owners, stage, value, and more data to help understand what should be the next step.

Craft Your Columns

Craft Your Columns

Create columns that you need for your sales and lead management process. The tool offers a full host of customizable columns and crafts for your dream project. You can designate owners for different columns, calculate different deals, and set your custom priorities for different leads and statuses.

Dashboards

Dashboards

The CRM software Monday allows users to create new and different dashboards to create a visualized overview of the team’s efforts on different projects.  Yes, you can build a real-time dashboard with no prior coding experience. This should allow you to track the team’s performance and revenue growth at the same place.

Use Automation

Use Automation

Use sales automation to cut down on repetitive sales processes and save valuable time. With the help of automation, you can assign leads to your different team members and also set reminders, and more.

Integrations

Integrations

What we love about the CRM software Monday is that it supports a whole bunch of integrations. You can integrate lots of tools and applications you already use for different social media platforms like Facebook and Twitter. You can also get other essential tools like Gmail, Hubspot, and more integrated into the Monday CRM tool.

CRM Software Monday: Pros And Cons

CRM Software Monday Pros And Cons

Here are some of the pros and cons of the Monday CRM software.

Pros  

  • The Monday CRM is built for team efforts. You can use it with other team members, and the platform is suited for multiple users. All the users can have editing access to a list. Remote teams will have a good time working with the Monday CRM thanks to the messaging features integrated here for the team members to communicate.
  • Users have a great tracking feature for different necessary metrics. The visual boards incorporated in the platform come with different color codes and elements, allowing users to grasp some information with a quick glance.
  • The tool offers a great communication tool helping easily invite the guests and view the boards and the timelines. This goes for both internal and partners from outside the business. While doing so, the software also prevents any possible breach that could potentially leak valuable information.

Cons

  • The app does not have enough third-party integration, according to some of the users. Some users think there could be more options for third-party integration.
  • Per-user pricing plan may limit the number of people who can use the platform. When adding more users and using the complete collaboration tools and permissions within the platform can cost users more.
  • The time and expenses are difficult to track using the CRM software Monday. Some have difficulty measuring how much time each project takes on Monday. Also, there is no Gantt chart; there is also no additional option to add the Gantt chart.
  • New users might find the dashboard too overwhelming, with too many features and tools unorganized and cluttered.

CRM Software Monday Pricing

CRM Software Monday Pricing

The Monday CRM has four different pricing plans – basic, standard, pro, and enterprise – you can choose from. The basic plan starts with a per-person plan of $10 per month. The total package costs $30 per month and is billed annually.

You can also opt for the $14 per month standard that costs $42 per month and is billed annually. The pro plan costs $24 per seat and costs $72 per month (billed annually).  You need to contact their enterprise-level plan, but that will require you to contact their sales team.

CRM Software Monday Alternatives

Here are some alternativs to Monday CRM software. Small businesses looking for an alternative option can opt for these as well —

Salesforce Sales Cloud

Salesforce Sales Cloud CRM is one of the best in class among CRM software. It is a great alternative to Monday CRM software. It includes features like –

  • Reporting – joined reports, filters, and history tracking.
  • Permission unlimited permissions and user roles.
  • Sandboxes – 100 developer sandboxes
  • Territory Management – Large organizations with multiple sales departments can use Territory management.
  • Sales automation – The sales cloud has sales automation.

More so, there are more features like real-time analytics, integrations, and more. The different levels of pricing points include Starter (at $25/user/month), Professional ($75/user/month), Lightning Professional ($80 /user/month)

HubSpot Sales Hub

Hubspot is one of the industry leaders when it comes to inbound marketing. It includes all the features you would need in CRM software.

  • Generate leads
  • Track sales & leads
  • Build customer relationships
  • Automate marketing tasks
  • Attract visitors

This is one of the best Monday CRM alternatives and one of the best software for operations, content management, marketing, sales, and customer services. However, Hubspot might be a little tough on the budget for small businesses. The Starter pack costs $45 per month, while the Professional package costs $1600 per month. The Enterprise package takes it a bit further and costs $4999.99 per month.

Zoho CRM

Small businesses and enterprises looking for budget-friendly CRM software can opt for Zoho. It is doubtlessly one of the best alternatives when it comes to pricing. Besides, Zoho fulfills different CRM-related needs of a business seamlessly. Some of their features include –

  • Sales forecasting
  • Sales analytics
  • Email tracking & automation
  • Mass emailing & tracking
  • Custom CRM integrations
  • Custom CRM automation

Zoho is popular around the world. What’s more, they have a free edition allowing small firms to use it with up to three users. Additionally, the Standard edition starts from a $14/user/month price point. The Professional edition costs $23/user/month. The Enterprise edition costs $480 per year.

ClickUp

Another great alternative to Monday CRM is ClicUp. This CRM software comes with a clear idea of collaboration. ClickUp is one of the common productivity platforms that allow teams to collaborate on projects that require multiple teams to crossover. It offers a free plan with limited levels of features. But the contact management on this CRM is unquestionably good.

The paid version with unlimited features starts at $5/month/member. The Business package costs $19/month/user annually.

Pipedrive

Another good alternative to Monday CRM is Pipedrive. It is one of the best CRM solutions with a plethora of features like –

  • Contact & account management
  • Task & activity management
  • Opportunity & pipeline management
  • Product & price list management
  • Quote & order management
  • Territory & quota management
  • Lead capture

The average pricing for this CRM software is $14.90/user per month.

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Bottom Line

Sales teams that are trying to streamline their sales processes and reach their goals can use the CRM software Monday. However, you must take the pros, cons, use cases, and pricing plans into account before making your buying decisions.

I hope that this article was helpful. However, if you want us to answer any of your queries related to this topic, please reach out through the comment section.

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Shahnawaz Alam

Shahnawaz is a passionate and professional Content writer. He loves to read, write, draw and share his knowledge in different niches like Technology, Cryptocurrency, Travel,Social Media, Social Media Marketing, and Healthcare.

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It involves everything from identifying the need for a product or service to the final payment. You need to be well aware of your organization's needs. How Does The Procurement Process Work? There are several ways the procurement process works in an organization. You need to be well aware of it while meeting your organizational goals with ease. Some of the key processes which you can employ are as follows:- 1. Identifying The Needs With Procurement Process Departments or individuals within an organization identify the goods or services required. This might involve assessing inventory levels, forecasting future needs, or responding to specific project requirements. Here the seller's concessions also form an important part. It can reduce your cost significantly. 2. Specification Development Clear specifications or requirements and draft the details of quality, quantity, timelines, and any other specific criteria. It will help you to keep accurate records of the products that you are purchasing from the market. Furthermore, it will guide you in times of crisis if you face any legal complications. 3. Supplier Identification Potential suppliers or vendors you need to identify through databases, market research, or by issuing requests for information (RFI). It is the third most important step in the procurement process that you cannot ignore from your end. Once you follow this step, things are going to be easier for you. 4. Request For Proposal Or Quotation A formal document is sent to potential suppliers outlining the requirements and soliciting their proposals or quotes. This document includes information about the organization, its specific needs, evaluation criteria, timelines, and terms and conditions. It is one of the vital steps in the procurement process that you cannot ignore from your end. Follow the correct process that can make things easier for you. 5. Proposal Evaluation Received proposals reviewed and evaluated based on various criteria such as cost, quality, delivery time, supplier reputation, and compliance. You need to be well aware of this step at the time of proposal evaluation of the procurement process. Even a single small aspect is not left out in this process. Try to know the complete process to have a better insight into it. Consider the capital expenditure in this regard seriously. 6. Negotiation With Procurement Process Discussions take place with selected suppliers to finalize terms, prices, delivery schedules, and other conditions. This stage aims to reach a mutually beneficial agreement. The process of negotiation in the procurement process aims to offer a win-win solution to both parties. Working with experienced procurement specialists, such as ProcureAbility, can help streamline negotiations and ensure the best possible terms for your organization. 7. Contract Creation With Procurement Process A formal contract is drafted detailing the agreed-upon terms, responsibilities, timelines, and any other pertinent information. Both parties review and sign the contract. The agreement signifies the fact that both parties agree on the terms and conditions of the procurement process. Once you follow the correct method, things are going to be easier for you in the long run. 8. Purchase Order After the contract is signed, a purchase order is issued to the chosen supplier. The PO specifies the details of the purchase, including quantities, prices, delivery dates, and any other relevant terms. The PO is proof that both parties agree with the terms of the contract and that they can proceed with the procurement process. You need to know the complete process to make the process feasible for your business. 9. Goods & Service Receipts Upon delivery, the organization receives the goods or services and checks them against the agreed specifications. Any discrepancies or issues are addressed with the supplier. Once you get the receipts of the goods and services, it will become easier for you to complete the process of procurement. Types Of Procurement Process There are several types of procurement processes that you must be well aware of. You must not make your choices in grey. However, when you follow the correct process, things will become easier for you at the time of procurement. Some of the key types of procurement process are as follows:- 1. Direct Procurement This involves the acquisition of goods or services directly used in the production of a company's offerings. For example, raw materials, machinery, or components for manufacturing. 2. Indirect Procurement Indirect procurement involves acquiring goods or services that are directly not involve in the production process but are essential for business operations. This might include office supplies, IT services, marketing services, etc. 3. Service Procurement This focuses specifically on acquiring various types of services rather than physical goods. It could involve hiring contractors or consultants or outsourcing specific tasks like cleaning, security, or legal services. 4. Strategic Procurement This approach involves a more long-term and strategic view of procurement. It considers factors beyond immediate cost savings, such as supplier relationships, risk management, innovation, and overall value creation. 5. Sustainable Procurement Also known as green procurement or responsible procurement, this type emphasizes the environmental, social, and ethical impacts of procurement decisions. Final Take Away Hence, if you want to develop the perfect procurement process in your organization, then you cannot ignore the facts mentioned. You should follow the right process in this matter. It will help you to make a perfect deal for your business. Share your experiences with us in our comment box. It will help us to know your feedback in this matter. Your feedback forms a valuable part of our content strategy. So, you must not ignore this fact from your end. Read More Business Related News By Clicking Below!! What Is A Distribution Channel? Essential Things To Know About It Supply Chain Risk Management: Effective Strategies To Reduce It Equity Theory: A Balancing Act for Modern Workplaces