Organizing your sales pipeline can be one of the most time-consuming and also essential things you can do for your business. This is where a CRM (customer relationship management) system comes in. Monday’s New CRM tool can super-charge your results by organizing your sales pipeline and decreasing the total time you spend on administrative tasks. Automate, monitor, and manage your sales process with this CRM explicitly designed to super-charge your business.
If you’re considering a CRM for your business, the brand new Monday CRM is definitely worth a closer look.
Here’s what you need to know.
| SuiteGuides.com is reader supported. If you make a purchase after clicking a link, we may earn a commission at no additional cost to you. |
Manage Your Sales Pipelines More Efficiently with a CRM
A well-run sales pipeline is essential for any business. The goal of a promising pipeline is to move potential customers through the process of becoming paying customers as efficiently as possible.
Quite a few things could potentially go wrong and get out of sync in a sales pipeline. But with a quality CRM like Monday’s, you can easily automate, monitor, and manage your process so that nothing falls through the cracks.
Some of the most commonplace issues that sales teams face are:
- Not having a clear overview of the sales pipeline.
- Potential customers are getting lost in the shuffle.
- Not enough transparency between team members.
When you’re trying to run a business, the last thing you want to worry about is whether or not your sales pipeline is in good shape.
What I look for in a quality CRM is complete visibility into your pipeline to see what’s working and what needs improvement. You’ll get that with Monday, and below I’ll detail exactly what works well.
Key Benefits Of Using the Monday CRM
Some key benefits of using Monday’s Sales CRM make it an excellent choice for businesses of all sizes. Right away, you’ll notice that this program is user-friendly and easy to set up. I also like (and think you will too) that you can get started with a free trial, and no long-term contracts are required.
I don’t know about you, but I love it when SaaS companies allow you to take their software for a test-drive free of charge.
It says: we’re confident that you’ll become a paying customer once you see how well this tool can work for your business.
Here are some of the benefits you’ll find to be most valuable (I expand on each of these below):
- The user interface is clean, slick, and easy to read. There wasn’t a big learning curve here, which is important for adoption by your team.
- You can be as simple or as detailed as you want with how you organize your leads. This means Monday’s CRM will work for many different businesses.
- I found it easy to jump between open/active leads and sales that you’ve closed. With some CRMs I’ve tried it is not quite as easy to do this as it is with Monday.
Let’s start with the UI:
Easy-To-Read UI (User Interface)
The UI is designed to be easy to read and understand, which can be a real game-changer for some businesses. Monday.com’s CRM is also highly customizable so that you can tailor it to fit your specific needs.
Everything is visible and in one place, which reduces the chances of things getting lost in the shuffle.
The flow and design of the CRM were designed specifically to keep things easy to digest. This allows the program to be navigated with much more ease by sales teams of all experience levels.
Detailed Organization Of Your Leads
The next major benefit is the way in which Monday’s CRM organizes your leads. There are countless ways to organize and view your leads, so you can easily find the most important ones.
Neatly organizing your leads is also valuable because it allows you to prioritize your sales pipeline more effectively. You can also search for keywords, a great way to find new prospects that may be a great fit for your products or services.
Quickly finding and prioritizing your leads is essential for any sales team. With Monday’s CRM, you’ll have no trouble keeping your pipeline organized and moving forward.
Jump Between Leads And Sales With Ease
Monday’s CRM makes jumping between your leads and sales easier. This is a great feature to have if you need to quickly check on the status of a lead or if you want to follow up with a customer after a sale.
Moving seamlessly between leads and sales is essential for any sales team. With Monday’s CRM, you’ll have no trouble keeping track of your entire pipeline, super-charging your productivity.
Who Are Monday’s Sales CRM Best For?
Many industries in today’s world can improve their sales using Monday.com’s CRM. Any business that relies on a sales pipeline to close deals can benefit from this tool.
If you’re in any of the following industries, you’ll get some fantastic value out of using Monday’s Sales CRM:
Software Companies
If you’re a software company, you know how important it is to have a well-oiled sales pipeline. With Monday’s Sales CRM, you’ll be able to keep track of your entire process from start to finish, ensuring that nothing falls through the cracks.
The software industry is highly competitive, so it’s important to have a tool that gives you a decisive edge. While there are many different CRMs on the market that may work with you, after demoing the software I feel confident that Monday’s CRM will work well for software companies, and allow you to take your business to the next level.
SaaS (Software As A Service) Companies
If you offer software as a service, it’s essential to have a sales pipeline that is always moving forward. With Monday’s Sales CRM, you’ll be able to track your entire process and ensure that your customers are getting the best possible service.
Things can get out of hand quickly in the world of SaaS, so it’s important to have a tool that helps you keep everything organized. With Monday.com’s CRM, you’ll be able to breathe easy knowing that your sales pipeline is always under control.
I can also say that Monday is a SaaS business – so they understand the needs of this industry better than anyone, which makes me confident they’ve designed a CRM tool that will work for others in this industry.
Online Retailers
One of the hardest things about being an online retailer is keeping track of your sales pipeline. In peak periods, it’s not uncommon to have hundreds or even thousands of orders coming in.
With Monday’s Sales CRM, you’ll be able to track your entire process and ensure that every order is accounted for. This is an essential tool for any online retailer who wants to scale their business to the next level.
E-commerce Businesses
As a growingly popular startup in the digital age, e-commerce businesses have to work hard to stand out from the crowd. With Monday.com’s CRM, you’ll be able to track your entire process and ensure that your customers are getting the best possible service.
The key to success in e-commerce is to always be moving forward. A quality CRM tool allows you to maintain your sales growth and forward momentum.
Consulting Firms
If you are a consulting service that is snowballing, it’s essential to have a sales pipeline that is constantly moving with your growth. As someone who has started and managed a digital marketing agency, I know first-hand how challenging it can be to keep leads and customer relationships organized.
With Monday’s Sales CRM, you won’t miss out on business due to leads getting lost in the shuffle, and you won’t miss an invoice.
The key to success in consulting is to always be one step ahead of the competition. With a quality CRM like Monday’s, you can be confident that your sales goals will be achieved.
And more importantly, your customers will feel heard, valued, and treated well, which will drive more business to your door through positive word of mouth.
We all know that one bad review or dissatisfied customer can be costly for any small business.
Marketing Agencies
As a marketing agency, it’s essential to have an agile, adaptable, and detailed sales pipeline. Marketing accounts are lucrative – even the small ones, making an investment in a CRM a no-brainer and something that pays for itself pretty much the first day.
By integrating Monday’s CRM, you’ll be able to track your entire process, and quickly visualize and understand the value of your clients and projects.
You can also ensure that your customers are receiving the best possible service.
There are a lot of branches to marketing, so it’s essential to have a tool that helps you keep everything organized. With this CRM, your agency will be able to manage all of your leads and clients in one place and close more deals.
Recruitment Agencies
Recruitment agencies might manage more contacts, clients, leads, and customers than any other business. You’re in the business of selling every day, and it’s essential to have a sales pipeline that can handle your heavy workload.
It can really appeal to potential clients if you demonstrate to them that you are organized and have systems in place to track all of their applications. That starts with responsiveness and follow-up, and with the Monday CRM you’ll certainly close more deals than trying to manage everything on your own.
How Much Does Monday’s Sales CRM Cost?
Potentially the best feature of Monday’s CRM is the value you get for your money.
As well as the free membership offered by Monday.com CRM, there are also free trials on all plans to give you a chance to test out the features before committing to a certain plan. The pricing is as follows:
| Monday CRM Plan | Price |
|---|---|
| CRM | $0 (free forever) |
| Basic CRM | $10 per seat/month ($12.50 if paid monthly) |
| Standard CRM | $14 per seat/month ($17 if paid monthly) |
| Pro CRM | $24 per seat/month ($30 if paid monthly) |
| Enterprise CRM | Contact sales for a custom price |
Here’s a bit more information about each plan:
Individual CRM
The first option is entirely free, giving you the ability to experience how easy this app is to use.
- Entirely free, and up to 2 account seats are available.
- Generate up to 1,000 leads.
- Gain access to web forms that you can integrate into your site!
While this doesn’t have the bells and whistles of the paid versions of Monday’s CRM, it’s great for a small business or startup that is just getting their feet wet with sales CRMs.
As a sole proprietor myself, it’s something I plan to use for my business.
Basic CRM
There are some crazy benefits to the first premium plan on the list:
- Comes in at just $12.50 per seat per month ($10 per seat per month if you pay annually).
- Enjoy unlimited contacts.
- Enjoy unlimited boards for organizing your work (Leads, Prospects, Sales)
- Access to IOS and Android apps for Monday.com CRM.
Any business from new to old, can take advantage of this plan and increase their productivity by utilizing the features it offers.
Standard CRM
The next plan up on the list is the standard plan. This is a great upgrade that really shows you the benefits of the CRM’s more advanced benefits.
Monday CRM’s Standard plan is their most popular option.
- Pricing for this plan comes in at just $17 per seat per month ($14 per seat per month if you pay annually).
- This plan introduces CRM automation (your secret weapon to success). [Up to 250 Interactions per month].
- Have access to two-way email integration.
- Create a custom dashboard, displaying key information for up to 5 boards at once.
An automation feature is a fantastic option for businesses that want to take their sales processes to the next level.
Pro CRM
An engaging and economical way to boost your business, priced at just $30 per seat per month ($24 per seat per month if you pay annually).
- Gain access to advanced sales analytics.
- Synchronize your Google calendar.
- The convenience of the standard pro’s CRM features, but with the added ability to go from 250 actions per month to a huge 25,00 actions!
- Create a custom dashboard, staying on top of up to 10 boards at once.
Although the pro plan is pretty comprehensive, nothing is more valuable than a CRM that is tailored exactly to your requirements.
Enterprise CRM
Monday.com also offers an Enterprise CRM, which ranks above all other plans with extra features. If you’re interested in this tier, they invite you to reach out for a custom quote (and, I’m assuming, spend some time as a lead in their CRM so you can demo the client-side experience for yourself).
This plan offers much larger-scale automation, as well as extra security to businesses who need to know their data is in safe hands.
How does Monday CRM Compare to its Competitors?
When it comes to features, Monday.com CRM really is in a league of its own. With some fantastic integrations and a great price, it’s easy to see why this CRM is gaining popularity so quickly.
However, I’d be remiss if I didn’t mention some of Monday’s top competitors in this space. A few of these are:
Where does it really stack up against the competition?
HubSpot Sales CRM
Although the HubSpot Sales CRM doesn’t have as many features as Monday’s, it makes up for it in ease of use. Once you move beyond The prices that are featured in Hubspot are a lot higher than Monday.com, which could be off-putting for some businesses.
If price isn’t a worry as long as you’re getting a quality product, then Hubspot Sales CRM is definitely worth considering. The program is straightforward to use and also features its own automation system.
Learn More About HubSpot’s CRM
Zoho CRM
Topping the charts regarding integration with other programs, Zoho is a great option for businesses who want a CRM that will talk to the rest of their software. Zoho also offers a great mobile app, so you can take your sales processes on the go!
There are also some minor downsides to Zoho CRM, with some features only available on the most expensive plans. Overall, this program is more expensive than Monday.com, but if you need those extra integrations, it might be worth the investment.
Scoro CRM
Scoro CRM is another fantastic CRM, although it lacks in the automation department. If you’re looking for a CRM that will automate your sales processes for you, this might not be the best option.
It has some really complex features that are sure to offset some of the heavy lifting with admin tasks inside your business. The higher the price you’re willing to pay, the more that you can make use of the features on offer.
Depending on precisely what you are looking for in a CRM, any of these options could be great for your business. However, if you’re looking for an all-around fantastic CRM that doesn’t break the bank, Monday.com is a great choice.
Final Thoughts About the Monday CRM
Monday.com’s new CRM offers some fantastic features that are sure to super-charge your sales pipeline.
Their automation features are an excellent option for businesses that want to take their sales processes to the next level, and the price is better than most competitors. It’s one of the least discussed, but most valuable features in any CRM because it saves you the most important asset you have – your time.
In my view, the new Monday CRM really does stand out in terms of features, integrations, and especially the price.
Jump at the opportunity to take a free trial for a test drive today, and see for yourself how this CRM can benefit your business!