monday.com is for you who want to strengthen your Customer Relationship Management (CRM). monday.com is a central platform and an effective system that helps companies organize and visualize status relationships, sales pipelines, and contact lists of each customer. monday.com is a wide-ranging platform that offers hundreds of features to customize different workflows. Therefore, we have selected four reasons why you should choose monday.com as the CRM platform.
You can create a centralized customer database with relevant information and details
monday.com provides a custom CRM template with predefined groups and columns that help create a centralized customer database with the customer information that is relevant to you. By using monday.com as a CRM system, you do not have to review emails and documents, as the entire team has access to the information that is relevant to them.
You can track and create an overview of your CRM pipeline
monday.com gives you an overview of your various customer cases and tasks. The platform lets you create automation that you can design and customize. The automation can be set up to send notifications to the right people about task changes and who has the current responsibility for the customer. The many predefined columns can also be used for internal communication forums to share information in the sales department about the customer.
You can collaborate with the marketing department on lead generation and subsequent lead management
monday.com allows you to easily keep track of new leads provided by the marketing department. It creates a greater synergy between the marketing department and the sales department, as all information from the lead generation is gathered and available in one place and can be quickly shared across the departments. This results in greater transparency in your team that helps you collaborate to catch up on hot leads.
Keep track of your opportunities
With monday.com, you can quickly keep track of which leads become opportunities. You can easily create a pipeline of possible deals and divide them into their respective categories as they are closed or lost. Then you can use different dashboards to show how much the company has earned and how much is in the pipeline.
monday.com can easily be used as a CRM platform to help the sales department structure customer issues. You can contact us to hear more about monday.com’s CRM solution, or you can start a 14-day free trial without obligation and see if monday.com is for you.
