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In this blog post, I aim to answer the question, ‘Is Monday good as a CRM?’
While Monday.com is renowned for its standout project and work management features, you might be surprised to learn it’s also a powerful, full-featured CRM system.
But with so many top-tier, dedicated CRM tools out there, it’s only natural to ask: Is Monday good as a CRM?
Let’s dig deeper and explore if this versatile platform is the game-changing CRM your team has been searching for!
Read more: What Is Monday.com?
Is Monday Good As a CRM?
The short answer to this question is….absolutely!
While Monday.com is technically an online work management tool, it also serves as a no-code, all-in-one CRM (customer relationship management) tool.
And actually, it’s one of my top picks for small business CRMs!
Thanks to Monday.com’s multi-product capabilities, you can manage and track all your customer interactions in the same place you organize your projects and other work.
Monday.com is a flexible, affordable, visually appealing CRM solution for small businesses.
So, what is Monday.com CRM, and why has the platform captured the hearts of thousands of business owners globally?
Read more: Is Monday.com a CRM?
What Is Monday.com CRM?
While the free forever Monday.com work management plan has basic CRM functionality, to effectively use Monday.com as a CRM, you must use one of the dedicated CRM plans.
These plans, ranging in price from $12-28 per seat per month, essentially transform Monday.com into a powerful tool for managing sales and customer relationships.
With Monday CRM, you can manage every stage of your sales pipeline—from capturing leads to closing deals and everything in between.
Additionally, Monday CRM allows you to track, automate, and centralize your entire communication history with your customers in one place.
This can be done through emails, activity tracking, sequences, tasks, and more.
You can also import and organize your leads, contacts, and accounts from external sources for easy access and management.
And get this– your CRM workspace integrates seamlessly with your existing Monday.com account!
This means if you’re already using Monday for project, work, or product development management, you can easily switch between different boards and workflows.
Monday.com’s CRM is highly customizable, allowing you to tailor column types, subitems, views, and boards to match your specific business needs and workflow.
No matter your business size or industry type, whether real estate, software, healthcare, marketing, finance, or everything in between, Monday.com CRM is an excellent choice.
And I’ll tell you why!
Why Use Monday.com CRM?
Monday.com CRM is the perfect small business CRM solution for many reasons.
The platform is a versatile, user-friendly tool designed to simplify and skyrocket your customer interactions and sales.
Here are my top 6 reasons why you should use Monday.com CRM for your small business:
1. Customization & Flexibility
With Monday.com, there’s no limit on what you can create within your workspaces and boards!
Simply start with a CRM template (or build a workflow from scratch) and personalize boards with columns for contacts, deal stages, and communication records to your hearts desire.
With up to 20 different column types, simply adjust board configurations and modify or remove statuses to create the ideal workflow.
Additionally, on paid plans, you can customize notifications and forms and include custom fields, formulas, and much more.
This allows you to create a fully tailored Monday.com workspace when managing your customer data!
Read more: Monday.com Project Management Review.
2. Interlinked Boards & Dependencies
Did you know you can link boards across the entire Monday.com platform with Monday.com CRM?
This is one of my favorite features, particularly for teams wanting to manage their entire work with Monday.com.
You can link elements and set dependencies between your project, CRM, and product development boards, clearly showing how tasks and projects are interconnected.
This level of flexibility is unmatched by any other CRM I’ve come across!
This feature essentially helps streamline your workflows across your entire organization and drives better collaboration and productivity!
Read more: Top 10 Advantages of Monday.com.
3. Streamlined Collaboration
Another advantage of Monday.com CRM is its impressive collaborative features.
Thanks to the embedded document features, teams can work together by assigning tasks, leaving comments, @ mentioning colleagues, and sharing files within the platform.
Additionally, Monday.com integrates with popular communication apps and tools such as Slack, Outlook, and Google Workspace, further enhancing collaboration within your team.
This ensures that everyone, whether in the sales, marketing, or customer service teams, is on the same page.
Read more: What Is Monday.com Best Used For?
4. Automations
Monday.com CRM comes with built-in automation tools for repetitive tasks like follow-up reminders, lead notifications, and emails.
These no-code automations help ensure you never miss an important deadline or customer interaction, streamlining your workflow and improving efficiency!
You can create your own or use one of Monday.com’s handy premade automation templates within your boards to seriously streamline your business processes.
5. Visual Interface
The Monday.com CRM interface and board types (kanban, timeline, calendar, map, etc.) let you track deal progress, customer interactions, and deadlines in a way that suits you.
Additionally, the interface is colorful and visually engaging, making it easy to find exactly what you need at a glance.
The combination of bright colors and a well-organized layout not only enhances the platform’s aesthetics but also improves its functionality.
Creative teams will absolutely love Monday.com CRMs perfect balance of style and usability!
Read more: How Much Does Monday.com Cost?
6. Integration With Other Tools
As mentioned, Monday.com CRM seamlessly integrates with other Monday.com products for a total work management solution.
But beyond being a complete in-house work management system, did you know that Monday.com also offers an incredible app marketplace to expand its functionality?
With over 200 third-party apps ready to integrate, you can wave goodbye to disjointed workflows and say hello to improved productivity, collaboration, and more!
From Google Drive, Slack, and Microsoft Teams to Mailchimp, Outlook, and beyond, connecting all your favorite apps to Monday.com CRM takes just a few clicks.
This reduces the need to manually switch between various different apps and platforms, saving you both time and effort.
And with everything available on one centralized platform, you’ll never have to worry about missing a beat again!
Read more: Pros and Cons of Monday.com
Should You Use Monday.com CRM?
If you’re looking for an adaptable and user-friendly CRM, I highly recommend using Monday.com for your small team!
Monday.com is a flexible, intuitive, and scalable solution that works especially well for small businesses looking to scale their business.
With its easy-to-navigate interface and dynamic CRM widgets, dashboards, and features, Monday.com can be customized to meet the specific needs of your business.
I highly recommend Monday.com for creative businesses, solopreneurs, or sales teams that simply need both detailed CRM capabilities and extensive customization options.
It’s also a great choice for teams looking to manage their entire business on one platform, thanks to the interconnected work management and product development tools.
Alternatively, Monday.com’s free work management plan comes with basic CRM functionality, which may be a better choice for small teams with basic CRM neds only.
Whether you want to streamline processes, manage customer relationships effectively, or fuel business growth, there’s one thing for certain…..
Monday.com CRM can certainly help you get to where you want to be!
Read more: Top 10 Disadvantages Of Monday.com.
Stews Final Thoughts
As you can see, the answer to the question ‘Is Monday Good as a CRM’ is a clear yes!
Monday.com CRM is a highly effective CRM solution for all businesses looking for flexibility, customization, and ease of use.
Whether you’re a small business, creative team, or solopreneur simply looking for powerful customer relationship management features, Monday.com is a top choice.
The powerful features, intuitive design, and seamless integrations make it a top choice for managing customer relationships and streamlining workflows.
And by offering robust tools for tracking deals, automating tasks, and collaborating with your team, Monday.com helps you stay organized and productive while driving business growth.
Additionally, Monday.com CRM offers a generous 14 day trial that grants you access to all CRM features.
So what are you waiting for? Start using Monday.com CRM today!
