Customer Relationship Management & Sales with monday.com

Finally, a customer relationship management (CRM) system that salespeople love to use over the entire customer lifecycle. The cloud-based tool monday.com can be completely tailored for your own sales pipeline, existing workflows, and processes. A wide variety of preconfigured templates help to cover the entire sales process, from lead capture to after-sales services.

In addition, many existing applications, such as Salesforce, HubSpot, or Zendesk, can be quickly and easily integrated with monday.com, enabling sales departments to manage all their sales contacts – including all interactions, e-mails, and relevant documents – from a central point.

Manage contacts

Store all information about current and potential customers in one centralized location. Contact cards give you a complete overview of the customer by displaying contact-related data such as contracts, tasks, documents, and activities.

Track projects and deals

See at a glance how your sales pipelines and leads are coming along. The intuitive user interface makes tracking the entire sales process through to successful completion easier than ever before.

monday.com - mobile app

Whether in the office or on the road: you can easily handle every interaction, deal and activity anytime, anywhere with the monday.com mobile app and offline mode.

Intuitive dashboards

Customizable dashboards let you display your entire sales process in a way that keeps you on top of things – which your team will also appreciate.

Adjustable columns

Adjust columns or add new ones as needed. This allows you to capture and track the information that matters to you in the best way possible – whether social media profiles or Google contacts.

E-mail storage

Bundle all your communications with customers and prospects in one central location. This means your team can easily access all relevant details for each interaction – instead of endless searching. You can send and receive e-mails through monday.com, create your own e-mail templates, send automated messages and welcome e-mails, capture meeting notes and events, and much more.

Map view

monday.com’s map view can be a useful tool for identifying locations, especially when your sales territory is divided into several regions or countries. It also makes it easy to plan national and international trips quickly and conveniently.

Customized automation

Automate your workflows and receive notifications and reminders, for example, to follow up with your customers or when the status of a deal changes.

Integration

With monday.com, you can control all activities from a central interface without having to constantly flip back and forth between different tools. Easily connect your existing solutions with monday.com through integration. You can consolidate and synchronize your data in a central hub.

A few examples:

• Outlook
• Import and export Excel sheets
• Salesforce
• Etc.

You can find more information about possible integration options on the vendor’s website.

We would also be happy to help you set up integration with your existing CRM system – for even easier and faster use of monday.com. Please visit our services website for more information.

Templates

To help you get started with the cloud-based tool, monday.com gives you access to a variety of ready-made templates on the topics of CRM, sales pipeline, lead management, customer projects, etc. We will be happy to support you in optimizing and customizing these boards to your specific requirements.