Building long-term and effective customer relationships is the ultimate foundation for business growth. But, as the company develops, the process can easily become complex and unmanageable. In this case customer relationship management (CRM) tools can offer reliability and accessibility within departments in a systematic way.

Monday.com’s dedicated CRM software was created to precisely address this challenge. Monday.com is a project management software with a dedicated CRM tool that lets sales teams handle all the work in one place: track new leads, follow the sales cycle, gain visibility to sales pipeline and boost productivity.

Flexible and intuitive lead management

The tool can be customized to fit the sales cycle of any company. Monday.com offers workspaces that separate all works. Rather than adding all the workflows into one large space, information can be systematically categorized. Under workspaces folders and sub-folders can be created, then boards containing the data, and dashboards.

Tracking and managing all the company’s leads can be difficult, especially if they're collected from many sources. The leads management board provides a practical overview of all the leads including name, status, owner, contact details, company name etc. Team members can be assigned to certain leads making it easy to follow through the process. Data input can happen manually, by dragging Excel or CSV file or through a highly customizable form. The form can be shared among other team members and can be accessed without a monday.com account or be embedded into an internal website.

Centralized client communication

With email integration sales teams can communicate efficiently with contacts. The platform automatically logs sent emails, keeps track of interactions, and uses personalized email templates to save time.

Once the leads are listed, owners can leave notes to further explain the status of the lead, and they can email them directly from the platform through the integration of external applications, like Microsoft Outlook or Gmail. Once the email has been sent, it is shown in the lead details, so every piece of communication with that particular lead is visible and trackable. Furthermore, the tool can automatically log meetings, record call summaries, or custom activities.

Automating sales processes

Repetitive work can be easily automated like assigning leads to reps, setting reminders for upcoming activities, getting notified when a lead opens an email, and more. Sales teams can create their automated workflows, or choose from pre-prepared templates, without learning to code. This can result in new combinations specifically tailored to the team's needs and make them fit perfectly into the workflow.

Learn about the details and the settings through our hands-on webinar here. After a quick registration, you will have access to the step-by-step instructions from our experts.

Get started

Noventiq is the leading partner of monday.com in the CEE region, bringing proven use cases and valuable experience about how to approach the platform. Schedule a meeting with our experts so we can build a solution for you or provide the support you need to organize your workflow.

If you are interested in more features, stay tuned, we will be sharing more webinars about project management, tracking campaigns and automating recruitment processes, all within the monday.com platform.