Monday.com CRM Review – When it comes to project management and more, Monday.com has been making waves in the industry.
In this comprehensive review, we will delve into the key features and benefits of Monday.com, with a particular focus on Monday CRM.
Let’s explore whether Monday.com truly lives up to the hype and how it can revolutionize your team’s productivity and organization.
Monday.com is not just another project management tool; it offers a robust CRM solution as well.
While it may not position itself as a dedicated sales and CRM platform like Salesforce, Monday.com’s CRM software tools cover a wide range of basic and advanced CRM needs.
In addition to sales, it extends its functionality to marketing and customer service, making it a versatile choice for businesses.
One of the strengths of Monday.com lies in its adaptability to different industries and specific use cases.
Let’s explore some of the notable industries that can benefit from Monday.com’s CRM and project management capabilities.
1. Marketing: Supercharge your marketing campaigns with Monday.com. It allows you to plan and manage marketing campaigns across various channels, such as email and social media. You can also collaborate with clients and third-party agencies seamlessly. Additionally, Monday.com supports Facebook ad management and event marketing, making it a comprehensive tool for marketers.
2. Sales and CRM: While Monday.com may not entirely replace Salesforce, it does provide a solid foundation for basic CRM tasks and assists sales teams in staying organized and achieving their targets. With its intuitive interface and powerful features, Monday.com empowers sales teams to streamline their processes and boost productivity.
3. IT: IT departments can leverage Monday.com’s capabilities to manage onboarding processes, handle ticket requests, and gain quick overviews of ongoing issues. Moreover, there are valuable IT order templates for efficiently managing hardware and software requirements.
4. HR: Monday.com offers numerous HR use cases, including managing job applications, recruitment, onboarding, and training. It provides employee engagement surveys, HR service request forms, and templates to streamline HR processes and enhance overall efficiency.
5. Design: Designers can make the most of Monday.com’s features for their creative projects. The platform provides digital asset management, allowing designers to organize and access their design assets effectively. Additionally, designers can utilize weekly task scheduling and leverage Adobe templates for seamless creative planning management.
6. Construction: With the growing adoption of CRM solutions in the construction industry, Monday.com offers tailored solutions for contractors. It enables efficient construction roadmaps, contractor management, and resource allocation, enhancing overall project management efficiency.
7. Real Estate: Real estate agencies can benefit from Monday.com’s CRM and project management capabilities. It provides templates specifically designed for real estate agency management, assisting in property CRM, client communication, and sales pipeline management.
To understand the true value of Monday.com, it is essential to examine the differences between the free and paid versions.
The free version of Monday.com is suitable for individual users or teams of up to 2 members. It offers unlimited boards, docs, and access to over 200 templates.
Additionally, users can take advantage of the iOS and Android mobile apps, making it a solid choice for small teams.
However, for larger teams and additional features, upgrading to a paid plan is recommended.
Monday.com offers several paid plans, such as the Basic and Standard plans, which provide a solid platform for team collaboration, offering online storage starting at 5 GBs.
As you move up the pricing tiers, features like time tracking, dependency columns, automations, and integrations become available.
The Pro plan, priced at $22 per user per month billed annually, unlocks advanced functionalities like detailed analytics and reporting.
For enterprise-level requirements, Monday.com offers an enterprise plan that can be tailored to specific needs.
Monday.com boasts an impressive array of features that empower teams and streamline workflows.
Let’s dive into some of the standout features that make Monday.com a top choice for businesses.
1. Task Management and Project Tracker
Monday.com excels in task management and project tracking. With intuitive visual interfaces like kanban, timelines, calendar view, Gantt chart, and maps, users can effortlessly track progress and manage tasks.
The platform offers drag-and-drop functionality, enabling seamless organization and customization.
Additionally, Monday.com provides a wide range of task management templates, including customer support ticketing and sales pipeline management, enhancing overall productivity.
2. Versatile Dashboards
Monday.com’s user interface shines when it comes to project and task management, thanks to its diverse range of customizable dashboards.
Users have access to a plethora of templates to create their own dashboards, tailored to their specific needs.
Whether you require a basic overview or in-depth workloads and automation boards, Monday.com’s dashboards provide real-time insights and customizable notifications, ensuring efficient team collaboration.
3. Due Date Dependencies
Dependencies play a crucial role in project management, ensuring tasks are completed in the correct order.
Monday.com simplifies task dependencies by offering dedicated dependency columns. Users can connect tasks based on dates or timelines, establishing logical relationships.
Automation capabilities further enhance this feature, automating task progression upon completion of prerequisite tasks.
4. Resource Management
Efficient resource allocation is vital for businesses, and Monday.com provides comprehensive resource management tools.
With a visual drag-and-drop dashboard, users can plan and allocate resources seamlessly. They can prioritize tasks, set due dates, and estimate time requirements.
Additionally, assigning tasks to team members is a breeze, and the platform offers customization options for recurring resource management processes.
5. Board Templates
Monday.com’s extensive library of board templates is a notable advantage for users. Offering over 200 ready-made templates, users can jumpstart their projects in various domains.
Whether it’s marketing plans, social media strategies, or HR processes, Monday.com provides user-friendly templates for startups, small businesses, sales teams, and IT support help desks, among others.
6. Budget Tracking
Monitoring budgets and expenses is crucial for businesses of all sizes. Monday.com simplifies budget tracking with dedicated tools and templates.
Users can compare budgeted and actual expenses, categorize operating costs, and analyze financial data.
With Monday.com, even non-accounting professionals can manage budgets effectively.
7. Shareable Boards
Collaboration with external stakeholders is seamless with Monday.com’s shareable boards.
Users can invite guests, such as clients, freelancers, or consultants, to collaborate on specific tasks or projects.
Customizable permissions ensure that guests only access relevant parts of the board. For private projects, Monday.com also offers private boards, ensuring confidentiality and security.
8. Document Management with Monday Workdocs
Monday.com’s recently introduced feature, Monday Workdocs, revolutionizes document management.
Users can collaborate on documents in real-time, co-editing and leaving comments for effective communication.
Embedding boards, dashboards, and videos within documents enhances workflow integration.
Furthermore, edits and changes to documents are automated, keeping all collaborators updated with real-time notifications.
9. Extensive Integrations
While Monday.com provides a comprehensive suite of tools, it also allows integrations with popular software and platforms.
From Microsoft Outlook, Teams, and Dropbox to Slack, Zoom, and Google Calendar, Monday.com seamlessly integrates with existing workflows.
CRM integrations like Salesforce, marketing integrations like Mailchimp, and project management tool integrations like Trello and Asana are also available.
Developers can leverage Monday.com’s GraphQL-based API for additional flexibility. Moreover, users can enhance their dashboards with a variety of Monday widgets.
10. Mobile App Availability
Recognizing the importance of mobile productivity, Monday.com offers robust mobile apps for iOS and Android devices.
The platform’s user interface adapts seamlessly to different screen sizes and orientations, ensuring a smooth experience across devices.
With the mobile apps, users can communicate with their teams, collaborate on files, and update project workbooks on the go.
Real-time synchronization and offline functionality further enhance productivity.
In conclusion, Monday.com is a versatile platform that excels in project management, task management, and CRM functionalities.
It offers a range of features, including intuitive interfaces, diverse dashboards, dependencies, resource management, customizable templates, budget tracking, shareable boards, document management, extensive integrations, and mobile app accessibility.
Whether you’re a small team, a startup, or an enterprise, Monday.com provides the tools and flexibility to streamline workflows, improve collaboration, and achieve business goals.
