Table of Contents
Is Monday a CRM?
You’ve most likely heard of Monday.com, a total work management system that helps you organize and run all operational aspects of your business.
But does this include all customer-related activities? And can you use Monday.com as a CRM?
Yes! Monday.com can be used as a fully functional, powerful CRM (customer relationship management) system.
In fact, Monday.com is one of my favorite CRMs on the market.
With Monday.com, you can effortlessly organize, manage, and streamline all your customer-related activities on one centralized platform.
So, what is Monday.com CRM?
Read more: Who Owns Monday.com?
What Is Monday.com CRM?
Monday.com isn’t a dedicated CRM software. But thanks to Monday’s dedicated CRM plans, you can leverage Monday as a comprehensive no-code sales CRM solution.
The Monday.com CRM-specific workspace is integrated into your Monday.com account.
This means that if you already have a Monday.com project or product development workspace, you can seamlessly switch and interconnect between these different boards.
With Monday CRM, you can track the entire sales process from when you land a lead to the second you close the deal.
Plus, you can import and organize your current leads, contacts, and accounts from external spreadsheets to keep your customer-related data in one place.
Monday.com CRM is intuitive and flexible, offering customizable column types, subitems, views, and boards to fit your specific workflow and business.
Whether in real estate, software, marketing, healthcare, finance, or everything in between, Monday.com CRM can be tailored to suit your business type.
Plus, with dynamic automation, centralized client communication, and performance tracking tools, Monday.com can save you time, increase productivity, and help with future planning.
Read more: What Is Monday.com?
How To Use Monday.com CRM?
Here’s how to maximize your use of Monday.com as a CRM:
- Choose one of Monday’s CRM-specific templates (or build one from scratch).
- Personalize the board’s columns to include contact information, communication records, deal stages, and important dates.
- Harness automations to optimize workflows (for instance, schedule automated emails or notifications for follow-ups).
- Utilize the board’s timeline view to monitor and visually represent the progress of deals and customer engagements.
- Delegate tasks to team members and collaborate within the platform to ensure effective customer management and seamless operations.
You can also create multiple boards to showcase different areas of your CRM. For example, one board could represent your leads, and another could represent your sales pipeline.
As mentioned, you can link these boards together to create a completely streamlined, comprehensive business management system.
Read more: How To Build a CRM With Monday.com?
How Much Does Monday.com CRM Cost?
Managing your work on Monday.com’s free forever work management plan is completely possible.
However, I suggest opting for a Monday.com CRM-specific paid plan for full functionality.
There isn’t a free Monday CRM plan (although one is coming, so stay tuned!), but they offer a 14-day trial for paid plans.
The Monday.com CRM plans are as follows:
- Basic ($10 per seat per month).
- Standard ($14 per seat per month).
- Pro ($27 per seat per month).
- Enterprise (custom price).
The basic plan is perfect for small businesses or individuals looking for a centralized place to store and manage their contacts, leads, and deals in one place.
However, if you’re looking for advanced automation, unlimited pipelines and contacts, AI features, and custom tools, you’ll need to upgrade to a higher-paid plan.
Read more: How Much Does Monday.com Cost?
Is Monday.com CRM Easy To Use?
Yes! Monday CRM is one of the easiest and most customizable CRM solutions on the web.
Thanks to its no-code platform, Monday empowers users of all technical backgrounds to create and customize their workflows effortlessly.
The platform’s intuitive and visual interface enables even non-tech-savvy teams to get stuck in right away to design their CRM.
Monday boards all have the same structure and layout options, the drag-and-drop editor produces effortless forms, and automation templates make automations a breeze.
This user-friendly approach simplifies the task of building workflows and enhances collaboration and productivity within teams.
Read more: Monday.com CRM Review.
Should You Use Monday.com CRM?
If you’re seeking an adaptable, user-friendly CRM, Monday.com is undoubtedly one of the most worthwhile investments for your team.
Monday.com CRM stands out as a flexible, user-friendly, and scalable solution that particularly caters to the needs of small businesses.
This is because it’s intuitive, and versatile and offers dynamic CRM widgets, dashboards, and features.
In particular, I recommend Monday CRM for creative businesses, solopreneurs, or creative sales teams that require in-depth CRM features and extensive customization options.
If you want to effectively manage customer relationships, streamline processes, and drive growth, give Monday.com CRM a go!
Read more: What Companies Use Monday.com?
What I Like
- The intuitive no-code drag-and-drop builder that creates forms and then links them to boards.
- Automation templates that simplify the entire automation setup process.
- The versatile views and layout options across all boards enhancing consistency and flexibility in your workflow.
- Fully customizable pipeline management across all boards.
- The easy-to-use invoice generator feature.
- The ability to interconnect boards and dependencies throughout your entire workspace.
- You can easily switch between project and CRM boards by strategically connecting each board and item to optimize and streamline your processes.
What I Dislike
- As your team expands, the cost of Monday.com can get pretty pricey.
- There are certain restrictions on lower-tiered plans, such as limited storage and dynamic features like quotes and invoices.
- Boards can become quite cluttered when managing advanced projects and CRM activities, particularly when using automation.
- Expense tracking can get messy and sometimes difficult due to a cluttered interface.
- The mobile app could be improved in terms of view structure and user experience.
Read more: What Does Monday.com Do?
My Final Thoughts
And there you go! That concludes this ‘Is Monday a CRM?’ article.
As you can see, Monday can absolutely be used as a CRM.
I believe Monday.com is an ideal CRM for small teams seeking a user-friendly, customizable, and visually appealing platform for managing their contacts, leads, and sales.
Plus, Monday.com can also be used as a complete work or product development management tool.
Monday.com truly can revolutionize the way you organize and run your entire business!
I’d love to hear your thoughts. Is Monday a suitable CRM solution for you? Or is it a better project or work management product?
Or do you prefer another platform altogether? Let us know below!
