Monday.com has added an extra string to its bow with the launch of five pre-built, customisable product solutions supporting teams working in sales, marketing, software development, project management and more.
The first to be launched is monday sales CRM, a fully customisable customer relationship management (CRM) system that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralised place.
Built on monday.com’s flexible low-code/no-code framework, Work OS, monday sales CRM seamlessly integrates with hundreds of apps and services, including Salesforce, Hubspot, Slack, Aircall, Mailchimp, PandaDoc and Docusign, unlocking data silos and automatically connecting sales teams to finance, account management, legal and customer service functions.
Key features include:
Automations: Automate tedious tasks and save valuable time to close more deals faster.
Customisation: Fully customisable to suit the way your team works.
Email Sync: Fully sync your Gmail/Outlook to send & receive emails and automatically log sent emails all within monday.com.
Email Tracking: Get notified automatically when a lead opens or replies to an email, so that you can follow up at the right time.
Team Goals: Manage your team’s quota attainment over time, track wins and view goals for specific members or the entire team.
Post-Sales Management: Manage your post-sale activities in one place, so you can stay on top of client onboarding, client projects and collection tracking.
Sales Operations: Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
In addition to valuable sales tools, monday sales CRM provides a flexible database for the entire customer journey. Once a deal is won, monday sales CRM immediately creates a new account for client onboarding, providing account representatives with every piece of data related to a specific account and ensuring a seamless transition from prospective customers to confirmed accounts.