Can Monday.com be used as a CRM?

Updated: Oct 25

Can Monday.com be used as a CRM? Monday.com has great features. It can function in tandem with your project management systems to help you plan, oversee, and monitor your projects from beginning to end. You may not be aware, though, that Monday.com can also be used as a CRM tool. In addition, Monday.com is perfect for maintaining crucial customer information and data, including customers’ contact histories, onboarding activities, bids, and contracts. This means that it can be used for more than just maximizing efficiency. Planning to use Monday.com as a Project Management Software? Read here: http://mindflows.eu/is-monday-com-a-project-management-software/ As a CRM solution, Monday.com may offer the following functionalities that you could find helpful: 1. Management of leads Everything can be set up and managed on the platform which includes the data about your prospects and the emails you wish to send them. Gather leads and then post them on Monday.com. 2.Control of emails You can communicate with your clients effectively by connecting Monday.com to your email. Even better, you may automate the sending of follow-up emails with your personalized email templates. 3. Tracking of sales through dashboards This feature on Monday.com allows you to keep tabs on the progress of each member of your sales team’s tasks so you do not miss anything. 4.Mobile app Who holds their phone majority of the time? This is a really useful one because you can send and receive emails from your clients right from your mobile app. 5.Automation Monday.com’s CRM function is a valuable tool for managing your customers’ contact information. Therefore, if you’re already using monday.com for project management purposes, its CRM capabilities are a welcome feature that can make tracking customer communications much easier.


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