Our review of Monday CRM

Do you know Monday as a project management application? It’s widely appreciated for its polished interface, which focuses on team collaboration and streamlining tasks. Monday helps consolidate workflows and makes project management easier for teams of all sizes.

But what many don’t realize is that Monday is also a legitimate alternative to more traditional CRMs. The question is: under what conditions can you truly use Monday as an effective CRM for your sales teams? In this article, we’ll guide you through whether Monday CRM is right for your business. We’ll dive into its capabilities and assess whether it can live up to the high-performance standards of a modern CRM.

Monday CRM in a nutshell

First and foremost, Monday is one of the most widely used team productivity tools available today. While it’s primarily known for project management, it includes a CRM feature that allows you to manage your sales prospects within a visual interface.

Monday’s CRM stands out by offering a dashboard that integrates seamlessly with your project management workflows. This visual-centric interface is a far cry from traditional CRMs, making it a great option for teams that prioritize clarity and ease of use. Although Monday isn’t a CRM-first tool, it has evolved into a compelling option for small to medium-sized businesses, especially those in the service sector working in “project mode.”

In recent years, Monday has added a wide range of features aimed at making it a comprehensive solution for both small and large organizations, further solidifying its place as a top choice in the productivity tool market.

Getting started with Monday CRM

One of Monday’s greatest strengths is its design and user-friendliness. It departs from the typical image of clunky, unintuitive CRMs. Instead, Monday presents an easy-to-navigate, visually appealing interface.

The CRM layout includes various tables and color-coded elements on a single screen, allowing you to see the status of leads at a glance. This design is particularly suited for teams that prefer working visually, as it provides clarity on every stage of the sales pipeline.

Creating your first table

When you first sign up, it can be a bit unclear where to find the CRM feature, as Monday initially directs you to the project management tool. However, once inside, you’ll see a selection of pre-designed templates to help you get started. For CRM-specific templates, navigate to the “Sales & Customers” section.

Pro Tip: You can also draw inspiration from other templates to set up efficient sales processes. These templates are highly customizable and even allow you to manage things like sales commissions for your team.

Initially, it might seem like there’s a lot to explore, but once you begin working with the tool, it becomes clear just how intuitive it is.

For instance, adding new contacts or customizing columns is easy and visual, thanks to the drag-and-drop interface. In the example below, you can see how straightforward it is to add a new lead. Simply click on a location in the table, and a pop-up window appears, letting you input all relevant information.

Daily management

As shown below, Monday allows you to track leads and add custom details for each one. The template includes important fields like deal potential, probability of closing, and expected value.

One of the most impressive aspects of Monday CRM is its customization. Each type of information can be modified, making it easy to build dynamic, visual tables that suit your team’s needs.

Additionally, you can integrate Zoom into Monday CRM. This is especially helpful if video calls are a core part of your sales process. With Zoom, you can log meetings and track interactions directly within the CRM, streamlining the workflow.

Automate tasks

To simplify things further, Monday also lets you automate lead follow-ups. For example, you can set triggers that automatically notify team members of new leads or assign specific tasks based on certain events.

Reporting management

Monday doesn’t offer auto-generated reports in the traditional CRM sense. However, it provides a highly customizable reporting system that allows you to create exactly what you need.

For example, you can generate reports on team performance, track an individual’s progress, or get a detailed view of multiple ongoing projects. Creating a report is simple: go to the Dashboard tab in the main menu, select a widget (such as the Diagram widget), and populate it with data from your tables.

Monday CRM: Offers & prices

Monday offers a free basic plan with limited functionality, but this still includes a CRM feature. If you need additional capabilities, paid plans are available that provide more advanced features for both project management and CRM purposes.

The pricing scales based on the size of your team. Below is a summary of the available plans for 5 users:

Basic

This plan starts at $39/month for 5 users. It includes:

• • Unlimited team boards
  • Basic search functionality
  • Collaboration

Integrate Monday CRM with your existing tools

Although Monday’s integration options may not be as extensive as dedicated CRMs, it does connect with several key tools. If you rely on integrations, it’s worth evaluating whether Monday offers everything your team needs.

Fortunately, Monday integrates smoothly with Zapier and its alternatives, giving you access to a wide range of automation possibilities.

In addition, Monday connects with many popular business tools, including:

• Google Drive
• Trello
• Slack
• Asana
• Google Calendar
• Jira
• Dropbox
• Microsoft Excel

You can find the complete list of Monday CRM integrations here.

All in all, if you’re looking for a simple yet powerful CRM that integrates well with essential business tools, Monday.com is a solid option. It’s best suited to smaller teams or businesses with straightforward sales processes that can benefit from its visual and intuitive interface.