In monday.com , you can tailor your very own dashboards and workflows on the platform to meet your specific requirements. In addition, Monday CRM includes other integrations that increase its functionality. When you combine these with its automation based on if-then rules, you can quickly build and maintain a CRM platform tailored to your needs.
Additionally, Monday.com offers a dashboard that is incredibly visual and loaded with useful tools including dashboard layouts, collaboration tools, and visualizations. As a result, you can manage both CRM and team management procedures in-house.
Users can share dashboards with your clients as well. If you work in the B2B sector, especially consulting, this is incredibly helpful. In order to make reports and the like easier to grasp, you may even give live comments on graphics. Additionally, this is excellent for group brainstorming on ideas and tactics.
Additionally, you may use the iPhone and Android apps on Monday.com to access your CRM tool on the go. Finally, paid plans start at $39 per month for five users, invoiced annually.
Get familiar with Monday CRM by clicking here.
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