monday sales CRM
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Audience monday sales CRM?
Best for small and medium-sized business sales and client-facing teams, regardless of the industry.
Product Description
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
Product Description
Platforms Supported
✓ Cloud
✓ Windows
✓ Mac
✓ iPhone
✓ iPad
✓ Android
Training
✓ Documentation
✓ Live Online
✓ Webinars
✓ In Person
✓ Videos
Support
✓ Phone Support
✓ 24/7 Live Support
✓ Online
Features
Automotive CRM
✓ Call Logging
✓ Contact Management
✓ Customer Support
✓ Inventory Management
✓ Lease Management
✓ List Management
✓ Marketing Automation
✓ Product Catalog
✓ Quotes / Proposals
✓ Service Department Management
✓ Territory Management
CRM
✓ Calendar/Reminder System
✓ Call Logging
✓ Document Storage
✓ Email Marketing
✓ Internal Chat Integration
✓ Lead Scoring
✓ Marketing Automation Integration
✓ Mobile Access
✓ Quotes / Proposals
✓ Segmentation
✓ Social Media Integration
✓ Task Management
✓ Territory Management
Construction CRM
✓ Client Tracking
✓ Contract Management
✓ Forecasting
✓ Project Management
✓ Quote Management
✓ Sales Management
✓ Scheduling
✓ Time Management
Contact Management
✓ Activity Management
✓ Appointment Management
✓ Contact Database
✓ Contact History
✓ Contact Import/Export
✓ Customer Pipeline
✓ Interaction Tracking
✓ Lead Management
✓ Prospecting Tools
✓ Sales Pipeline Management
✓ Search / Filter
✓ Segmentation
✓ Social Media Integration
Customer Reference Management
✓ Nomination Tracking
✓ Program Notices
✓ Reference Usage Tracking
✓ Reward Distribution
✓ Search
Email Tracking
✓ A/B Testing
✓ Audience Segmentation
✓ Campaign Management
✓ Event-Based Notifications
✓ Location Tracking
✓ Team Management
Financial CRM
✓ Account Alerts
✓ Asset Management
✓ Expense Tracking
✓ Household Tracking
✓ Influence Tracking
✓ Lead Management
✓ Marketing Management
✓ Relationship Tracking
✓ Team Assignments
✓ Territory Management
Healthcare CRM
✓ Audience Targeting
✓ Campaign Management
✓ Marketing Automation
✓ Medical History Records
✓ Patient Communications
✓ Patient Management
✓ Physician Management
✓ Predictive Analytics
Inside Sales
✓ Auto-Dialing
✓ Call List Management
✓ Call Recording
✓ Campaign Management
✓ Dashboard
✓ Data Management
✓ Lead Capture
✓ Lead Distribution
✓ Lead Scoring
✓ Performance Management
Lead Management
✓ Activity Tracking
✓ Campaign Management
✓ Lead Capture
✓ Lead Distribution
✓ Lead Nurturing
✓ Lead Scoring
✓ Lead Segmentation
✓ Pipeline Management
✓ Prospecting Tools
✓ Source Tracking
Real Estate CRM
✓ Campaign Management
✓ Client / Property Matching
✓ Contact Management
✓ Dashboard
✓ Email Marketing
✓ Interaction Tracking
✓ Lead Management
✓ Property Alerts
✓ Referral Tracking
✓ Segmentation
Sales Acceleration
✓ CPQ
✓ Campaign Management
✓ Dialer
✓ Email Sequencing
✓ Email Templates
✓ Email Tracking
✓ List Building
✓ Meeting Scheduler
✓ Predictive Analytics
✓ Reporting
✓ Sales Gamification
✓ Sales Intelligence
✓ Sales Workflow Management
Sales Content Management
✓ Audio / Video Recording
✓ Audio File Management
✓ Branded Sales Content
✓ Centralized Sales Content Repository
✓ Collaboration Tools
✓ Content Recommendations
✓ Email Management
✓ Engagement Analytics
✓ Interaction Tracking
✓ Personalization
✓ Sales Partner Management
✓ Sales Training / Onboarding
✓ Video File Management
Sales Enablement
✓ Collaboration
✓ Contact Management
✓ Content Management
✓ Document Management
✓ Goals / Quota Management
✓ Lead Management
✓ Meeting Management
✓ Performance Management
✓ Presentation Management
✓ Proposal Management
✓ Territory Management
✓ Training Management
Sales Force Automation
✓ Call Management
✓ Campaign Management
✓ Channel Management
✓ Commission Management
✓ Contact Management
✓ Contract Management
✓ Customer Database
✓ Email Marketing
✓ Field Sales Management
✓ Lead Management
✓ Opportunity Management
✓ Performance Metrics
✓ Proposal Generation
✓ Referral Tracking
✓ Sales Forecasting
✓ Territory Management
Sales Forecasting
✓ Competitor Analysis
✓ Correlation Analysis
✓ Dashboard
✓ Dynamic Modeling
✓ Exception Reporting
✓ Graphical Data Presentation
✓ Modeling & Simulation
✓ Performance Metrics
✓ Sales Trend Analysis
✓ Statistical Analysis
Sales Tracking
✓ Activity Dashboard
✓ Alerts / Notifications
✓ Appointment Scheduling
✓ Call Logging
✓ Comments / Notes
✓ Custom Reports
✓ Document Management
✓ Email Templates
✓ Interaction Tracking
✓ Lead Management
✓ Lead Scoring
✓ Pipeline Management
✓ Reporting / Analytics
✓ Task Management
Social CRM
✓ Calendar/Reminder System
✓ Customer Support
✓ Email Marketing
✓ Lead Capture
✓ Lead Nurturing
✓ Live Chat
✓ Marketing Automation Integration
✓ Multi-Channel Social Integration
✓ Social Media Monitoring
✓ Task Management
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Start Price
$10 seat / month
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Price Details
Free Version available.
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Price Free
Free Trial available.
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