Monday.com is actually a project management software, but within the features catalogue is a solid CRM that's perfect for customization. You can utilize a list view, a timeline for viewing tasks, chart views, assignees, and a whole lot more. From a customization standpoint, the CRM features drag-and-drop functionality, along with tailored columns and rows that can be used for pretty much anything within your customer management system.
There's a lot to be said about customization when it comes to CRM software, and Monday.com offers some of the best. With a simple, intuitive interface and a tailor-made design, Monday.com really gives you the power to focus on what your business specifically needs to succeed and grow. In this guide, we'll go over some of the features, pricing plans, customer support options, and frequently asked questions concerning this made-to-order CRM software.
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Simply put, Monday.com is all about giving you control over what kind of CRM software you want to use. Built on a colorful, intuitive interface, this CRM software is easy to navigate, while still providing you with the robust metrics and functionality you need to keep track of your business' affairs.
You start off by choosing between three templates, or “boards”: Sales CRM, Partnership Management, or Sales Assets. Each measures a different set of business metrics, from active leads to contact forms. You'll be able to add code-less automation capabilities right into these boards, so your processes will already be saving you time.
Once you're set up with your template, you can customize even more by dragging and dropping dashboards, lists, and other analytic and productivity tools into and around your template, helping you create the ultimate central hub for your business. You can even create and package custom apps along with Monday.com, although that system is currently in beta, so there might be a few glitches early on.
Plans and Pricing
Monday.com features three different pricing plans: Basic, Standard, and Pro. Each one gives users access to unlimited boards, over 20 column types, embedded forms, the mobile app for Android and iOS devices, and the Kanban visualization that Monday.com is known for.
Monday.com offers plans based on the number of users, and its pricing page offers a handy tool for figuring out exactly how much the CRM will cost depending on how many users you have. As for the specific prices:
- The Basic plan starts at $39 per month for five users, billed annually
- The Standard plan starts at $49 per month for five users, billed annually
- The Pro plan starts at $79 per month for five users, billed annually
In addition to these three plans, Monday.com offers an Enterprise plan, which includes a wide range of additional features that can be necessary for specific businesses. Add-ons like HIPAA compliance, audit logs, and tailored onboarding can be incredibly helpful, but only if you're a larger company that can afford the presumably larger cost. To get specific pricing, you'll have to contact Monday.com directly.
Monday.com also offers a 14-day free trial. This isn't very long compared to the rest of the industry, but should be plenty of time to feel out the platform to see if it fits your particular needs.
Monday.com is all about what you can add to your boards, and the software offers some incredibly helpful features that will make tracking your business easier than ever.
With the Workload board, Monday.com will let users track and manage employee assignments in real time. The simple, color-coordinated dashboard displays each worker in a list, along with their projects in a row with them. You can see in a simple snapshot exactly who has finished what, who is currently working on a project, and which assignments are yet to begin.
The Workload board also features daily, weekly, monthly, and yearly calendars, so you can get a clear picture of what's going on today or even next year. Plus, with the easy drag-and-drop functionality, you'll be able to adjust deadlines and assignments with ease to avoid any miscommunications.
If you're looking for an even more detailed view of what projects are due in a given timeframe, the Timeline board is built for you. This allows you to specifically plan out exactly when deliverables should be met, and who should be delivering them. If Workload is the project-based board, Timeline is the chronology-based board, giving you specific timings for when everything will be developed.
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Analytical reporting is key when it comes to taking full advantage of CRM software, and Monday.com passes with flying colors… literally. The color-coordinated graphs can keep you posted on project progress, budget numbers, working tickets, and even time tracking for employees. And they look pretty good, too!
All-in-one solutions just make life easier for everyone, particularly in the business world. Monday.com is fully aware of this, which is why it offers a wide range of integrations with popular business software. Slack, Gmail, Hubspot, Mailchimp, and more than 50 other services can be easily integrated into the CRM, so you can truly control everything from one hub.
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Customer Setup and Support
When it comes to customer setup and support, Monday.com is all about providing you with the tools you need to figure things out yourself. The provider's help page is filled to the rafters with online documentation, webinar links, video tutorials, frequently asked question lists, and step-by-step guides for users to take customer support into their own hands.
Unfortunately, it doesn't look like Monday.com is too easy to reach over the phone, though. No live chat option appears to be readily available on the website, and every “Contact” button available leads to a variety of embedded forms. Still, it looks like these forms lead to eventual communication with support representatives, and the wealth of online resources definitely makes up for the lack of readily available live options.
Also, it's worth noting that, while Monday.com is based in Tel Aviv, the company does have a New York office, so you should be able to get in touch with someone if you have to.
Frequently Asked Questions
How does Monday.com compare to Salesforce and other CRM providers?
Admittedly, Salesforce is the go-to CRM for a lot of businesses. However, it's primarily geared toward larger teams at bigger companies, so it might not be exactly what you're looking for as a small business. Monday.com has some affordable options for teams with fewer users, and just makes more sense if you aren't looking for a massively robust software.
Compared to other CRM providers, Monday.com boasts substantial customizability as a software. The color-coordinated boards allow you to mix and match a wide range of metrics, so you can get what you want out of the software. In our research, we didn't find any CRM as fundamentally customizable as Monday.com – and that's the main difference.
Can I use Monday.com for free?
Yes, you can! Monday.com features a 14-day free trial, which is truthfully not that long compared to some other CRM software in the industry – particularly those with free versions. However, it should be more than enough time to get a feel for the software, and the low price points available make it less of a massive commitment.
Is Monday.com secure?
As is evident by its incredibly thorough security page, Monday.com is certainly taking online privacy seriously. From protecting customer data via Amazon's AWS infrastructure, to its robust network security and encryption systems, you can be sure that your company data will be safe with Monday.com.
The real trick with deciding on any CRM software is knowing exactly how much it's actually going to cost for your business. Right now, you can grab a deal for Monday.com – just follow the link, and you'll be on your way to owning a CRM software that works for you.
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