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Monday.com launches new CRM tool


Cloud-based job management platform Monday.com is expanding its customer relationship management (CRM) software, with the launch of a fully customizable Monday Sales CRM.

The launch is the first of five work-specific products the software company will launch. Together, they will aim to better support teams working across sales, marketing, software development, and project management.

The new CRM platform is built on Monday’s customizable no-code framework, Work OS, and allows users to manage their sales cycle and integrate all customer processes in one platform.

For example, once a deal is completed, Monday Sales CRM will immediately create a new account to begin client onboarding, generate any data related to a specific account, and automatically -cross-sync customer data across departments, eliminating the need for a dedicated account administrator. .

In addition to integrating the sales process, Monday Sales CRM also allows users to automate repetitive tasks, track team goals, manage post-sale activities, and streamline the process. to hire sales.

Monday Sales CRM integrates with Gmail and Microsoft Outlook to send, receive and automatically log sent emails and notify users when a lead opens or responds to an email. The tool also integrates with popular third-party applications and business services, such as Salesforce, Hubspot, Slack, Aircall, Mailchimp, PandaDoc, and Docusign.

Ron Kimhi, Monday Sales CRM product lead, says that as organizations continue to digitize their operations, the need for a unified cross-department view of the customer becomes more urgent.

“We’ve built a CRM that’s fast, flexible and breaks down departmental silos to connect teams across organizations, increasing efficiency and results,” he said. “Our new CRM approach is integrated yet incredibly easy to use, ensuring a seamless journey from prospect to customer and beyond, optimizing daily collaboration, team satisfaction, and success. “

Monday Sales CRM is available to customers this week and prices range from a free plan, up to $10 (£8.50) for the basic package, and up to $25 (£20) for pro.

Copyright © 2022 IDG Communications, Inc.



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