Why the Monday.com crm is worth it. (full review)

GadgetGeekHQ
/ CRM Software
/ May 20, 2023

Monday.com CRM (Customer Relationship Management) software plays a vital role in helping businesses manage their customer interactions, how sales reps get leads, improve sales processes, keep leads and enhance overall customer satisfaction.

Credit: Monday.com

What is the Monday.com CRM Software?

By organising and centralising customer data, CRM software empowers businesses to build stronger relationships, capture leads, make data-driven decisions, as well as also drive growth.

Especially with its user-friendly interface, customisable features, and integration capabilities, Monday.com stands out as a valuable tool for businesses and customers of all sizes and industries.

In this article, we will explore the benefits and disadvantages of Monday.com as a CRM software, and delve into its features that make it a standout choice for businesses looking to enhance their customer relationship management practices. Let’s dive in and discover the power of Monday.com in streamlining your business operations and revolutionising your CRM strategies.

Monday.com CRM software: Explained

Monday.com is primarily used as a cloud-based project management tool and team collaboration platform. It serves as a centralised hub where teams can efficiently manage tasks, projects, and workflows in a collaborative environment.

The platform offers a visual interface that allows users to create customisable boards, which serve as the foundation for organising and tracking work.

The core purpose of Monday.com is to streamline workflows and processes to improve productivity within teams. It provides a comprehensive set of features that enable teams to track tasks, set deadlines, assign responsibilities, and monitor progress.

Also, with Monday.com, teams can easily visualise their workflows, identify bottlenecks, and make data-driven decisions to ensure efficient project execution.

Additionally, Monday.com enhances communication and collaboration among team members. The platform facilitates real-time updates, comments, and notifications, meaning everyone stays aligned and updated.

It provides an easy-to-use dashboard that brings together all aspects of project management, fostering efficiency and enabling teams to achieve their goals more effectively.

Key Features

Monday.com's visual interface, collaboration features, and task tracking:

Monday.com addresses the limitations of Excel by providing a more robust CRM software solution.
Visual interface: An intuitive and visually appealing interface with customisable boards.
Seamless collaboration: It enables real-time updates, commenting, and tagging features, for effective communication and transparency among team members.
Task tracking: Built-in task tracking that allow teams to set deadlines, assign responsibilities, and monitor progress. This keeps everyone informed about the status of tasks.
Ease of use and enhanced functionality: Designed to be user-friendly, even for non-technical users. Monday.com’s drag-and-drop interface and intuitive navigation make it easy to learn and use.

Pros of Monday.com:

Monday.com offers key advantages and strengths that make it a standout sales CRM software. Let’s explore these features:

Intuitive visual interface and customisable boards : With an intuitive and visually appealing interface, Monday.com’s drag-and-drop functionality allows for easy customisation of boards, making it effortless to tailor the platform to match specific project management needs. The visual representation of tasks and projects provides a clear and organised overview, helping teams stay focused and on track.
Seamless collaboration and real-time communication features: One of the standout features of the project management software is its ability to foster seamless collaboration among team members. The platform offers real-time updates, allowing users to see changes and progress instantly. The commenting and tagging features enable effective communication and facilitate discussions around specific tasks, ensuring everyone is on the same page.
Extensive integration options with other tools and services: Monday.com understands the importance of integrating with other tools and services that businesses use daily. And thats why it offers a wide range of integrations with popular applications such as Slack, Google Drive, Microsoft Teams, and many more. This seamless integration allows for a more connected and efficient workflow, eliminating the need to switch between different platforms and ensuring data consistency.
Robust security measures to protect sensitive data: Data security is a top priority for small and large businesses alike, and Monday.com takes this seriously. The platform employs robust security measures to ensure the protection of sensitive information. With features such as access controls, data encryption, and regular backups, Monday.com provides a secure environment for businesses to store and manage their customer data.
Pre-built templates for various use cases: Monday.com offers a wide selection of pre-built templates designs, such as project management, sales pipelines, marketing campaigns, and more, allowing a more efficient use of time for staff. These templates provide a solid foundation for teams to kickstart their projects and customise them to fit their unique requirements, saving time and effort in setting up projects from scratch, and ensures teams have a starting point that aligns with best practices.

Cons of Monday.com:

While Monday.com offers numerous benefits as a CRM software sales analytics solution, it’s important to address a potential drawback associated with the platform: the learning curve, especially for new users.

Learning curve: This CRM may have a learning curve for users who are not familiar with the platform. It may take some time for new users to understand the interface, features, and how to effectively use the platform. This learning curve can potentially slow down initial adoption and productivity. However, this is the same with any sales crm, right?
Cost: Software like Monday.com is a paid platform, and the cost may be a deterrent for some individuals or small businesses with limited budgets. The pricing plans can vary based on the number of users and additional features required, making it potentially expensive compared to other project management or task tracking tools available in the market.
Overwhelming options: Offering a wide range of customisation options and features, which can be overwhelming for some users. The abundance of options may lead to decision paralysis or confusion about which features to use and how to configure them effectively. This complexity might not be suitable for users who prefer a simpler sales crm.
Limited dependency tracking: Monday.com has limitations in tracking dependencies between tasks or projects. While it provides basic task dependencies, it may lack more advanced dependency management features required for complex project management. This can be a drawback for teams working on intricate projects that require extensive inter-task or inter-project dependencies.
Lack of advanced reporting: Only basic reporting features, but it may lack advanced reporting capabilities that some users or organisations require. Advanced reporting features, such as custom report creation, detailed analytics, or integration with external reporting tools, may be limited or not available within the platform. This can hinder the ability to generate in-depth insights.

Integrations

A versatile work management platform that offers several integrations to enhance its functionality and connectivity with other tools. Here are some popular integrations available for Monday.com:

Zapier:

Monday.com integrates seamlessly with Zapier, enabling you to automate workflows and connect with over 3,000 apps. You can create custom triggers and actions to automate tasks and data transfer between Monday.com and other platforms.

Jira:

The Jira integration allows you to synchronise projects, issues, and tasks between Monday.com and Jira. This integration streamlines communication and collaboration between teams using both platforms, ensuring seamless project management.

Slack:

By integrating Monday.com with Slack, you can receive real-time notifications, updates, and comments directly in your Slack channels. This integration improves team communication and keeps everyone informed about project progress.

Microsoft Teams:

The Microsoft Teams integration enables you to receive updates, notifications, and collaborate on projects within the Teams interface. You can link boards, share files, and keep your team aligned without switching between platforms.

Google Drive:

With the Google Drive integration, you can attach files directly from your Google Drive account to tasks, projects, or updates in Monday.com. This simplifies file sharing and ensures all relevant files are easily accessible within the platform.

Trello:

Trello integration allows you to migrate your Trello boards and cards to Monday.com. This integration helps you transition smoothly between platforms and continue managing your projects without disruption.

Salesforce:

Monday.com integrates with Salesforce, enabling you to sync data and updates between the two platforms. You can create and update Salesforce records directly from Monday.com, keeping your sales and project management processes in sync.

GitHub:

The GitHub integration allows you to track and manage your code development projects within Monday.com. You can link GitHub repositories to Monday.com boards, track issues, and monitor progress, fostering collaboration between developers and other teams.

These are just a few examples of the integrations available for Monday.com. The platform offers numerous other integrations with popular tools like Asana, Zendesk, Dropbox, HubSpot, and many more, allowing you to customise your workflow and enhance productivity by connecting your favourite tools.

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FAQs

Does Microsoft have a Monday equivalent CRM platform?

Yes, Microsoft offers a project management tool and collaboration tool called Microsoft Planner, which can be considered as Microsoft’s equivalent to Monday.com.

While both platforms serve similar purposes, it’s important to understand the similarities and differences between Microsoft Planner and Monday.com.

Microsoft Planner is integrated within the Microsoft 365 suite of productivity tools and focuses on simplifying task and project management for teams. It provides a visual interface where users can create and organise tasks, assign them to team members, and track progress. Planner offers features such as task assignments, due dates, attachments, and basic collaboration tools.

On the other hand, Monday.com is a separate platform developed by a different company. It offers a more comprehensive and robust set of features beyond task management. Monday.com combines project management, team collaboration, and standard CRM platform functionalities, providing a broader scope for businesses. It offers customisable boards, extensive integrations (Including some from Microsoft itself), real-time communication, and advanced project tracking capabilities.

Can Monday send emails?

While the monday sales crm provides email functionality for mobile apps, it’s important to clarify its capabilities and differentiate it from dedicated email clients or email marketing platforms.

Monday‘s email functionality focuses on sending notifications to keep users informed about updates, reminders, and new tasks within the platform. For example, when a task is assigned to a team member or a deadline is approaching, Monday.com sales team can send email notifications to relevant individuals to ensure they stay up to date with the progress of projects.

However, Monday.com is not designed to replace dedicated email marketing platforms. Its email functionality is primarily geared towards internal communication manual tasks and task management within the platform itself.

If you require robust email marketing capabilities or a comprehensive email management software, it would be more suitable to use dedicated email marketing platforms that are specifically designed for those purposes. These platforms provide features such as personalised email templates, campaign creation, subscriber management, and detailed analytics.

Is Monday worth it for small businesses?

Monday.com can be a valuable tool for small businesses seeking to streamline their operations, enhance team collaboration, and improve overall productivity. Here are some advantages of using Monday.com for small businesses:

Streamlining operations: Monday.com offers a centralised platform where small businesses can manage their projects, tasks, and workflows efficiently. With customisable boards and visual interfaces, teams can easily track progress, set deadlines, and allocate resources. This streamlined and processed approach allows small businesses to stay organised, prioritise tasks, and ensure smooth project execution.
Enhancing team collaboration: Collaboration is essential for small businesses to thrive, and Monday.com facilitates just that. It provides real-time updates, commenting features, and notifications, enabling effective communication and transparency. This ensures that everyone is aligned, and important information is shared effortlessly, fostering a collaborative and productive work environment.
Improving productivity: Monday.com‘s features, such as task assignments, deadline reminders, and progress tracking, help small businesses improve their productivity levels. The platform enables teams to stay focused, meet deadlines, and easily identify bottlenecks in workflows. With a clear overview of tasks and responsibilities, small businesses can optimise their resources and achieve their goals more efficiently.

But not just small business owners, even the likes of ‘Deezer’ have said that with Monday.com they were able to increase their customer engagement by 483% in just a matter of weeks!

Monday's crm Pricing & Plans

Monday offers different pricing options and plans to cater to the diverse needs of businesses. Here are the main pricing tiers available:

Basic Plan: This is the most affordable plan, suitable for small teams and simple workflows. It includes essential features such as unlimited boards, basic integrations, and file storage. However, advanced features and integrations are not included in this plan.
Standard Plan: The Standard Plan is designed for growing teams and offers additional features. It includes advanced integrations, time tracking, timeline view, forms customisation, and automation capabilities. This plan provides more flexibility and functionality to support larger teams and complex workflows.
Pro Plan: The Pro Plan is ideal for larger organisations and teams that require advanced customisation and enterprise-grade features. In addition to all the features available in the Standard Plan, it offers advanced collaboration options, private boards, custom tags, chart views, and enhanced security features. The Pro Plan provides extensive customisation and control for businesses with more specific requirements.
Enterprise Plan: The Enterprise Plan is a fully customisable plan that caters to the unique needs of large enterprises. It includes all the features of the Pro Plan and provides additional benefits such as dedicated customer success manager, VIP support, advanced security features, and tailored onboarding. The Enterprise Plan offers a highly scalable and flexible solution for organisations with complex workflows and specific compliance requirements.

Pricing Plans:

It’s important to note that Monday.com pricing for paid plans is based on a per-user per-month basis, with discounts available for annual billing. In addition to this, Monday.com does also offer a free version of the CRM, that has no time limit to it, however this of course only allows you access to the very basics and does limit you currently to only two users per month.

The specific pricing details and features may vary, so it’s recommended to visit Monday.com‘s official website or contact their sales team for the most up-to-date and accurate pricing and free plan information.