With the increase in teleworking, it is important to have high-performance software that facilitates tasks in teams. Existing since 2012, Monday has established itself as one of the major players in web project management.
But not only that, Monday supports structures in: creation and design, marketing, human resources, and of course, customer relations. What are its strengths? Its weaknesses? Who is it for? What are the opinions on Monday? Here are some of the questions that we will address in this article dedicated to the Monday tool.
Points forts :
- 9 different offers depending on the sector of activity (customer relations, marketing, project management, etc.)
- Quick start and setup
- All aspects of the sales process are brought together in a single tool
- Very interesting features (like real-time tracking and reporting for example)
- Simple and precise communication, which is done directly on the elements
Weak points:
- Software prices less advantageous for SMEs
- To take full advantage of the tool, you must upgrade to the paid version
- Price not very competitive for large companies
About Monday Software
Monday.com is a SAAS software. The platform’s primary goal is to facilitate project management between team members. And this, wherever they are. Hence its rise during the implementation of teleworking. Thanks to Monday.com’s various dashboards, you can easily manage large projects.
Originally a project management software
The Monday tool makes it easier to manage teams and projects . Indeed, it is very easy to assign tasks on the dashboard. The list of tasks can be easily accessible. Each task can be assigned to a different person. It is also possible to group people into a team. This way, employees can easily communicate via the Monday.com platform.
According to Monday reviews, it is also very useful for managers. To facilitate project and team management, a global plan is accessible on the dashboard. This plan can be followed in real time . Team members are registered, and it is possible to follow the progress of each person’s task list. In case of problems, managers can easily reorganize the task list so that the project can move forward.
Features of CRM software
Besides the project management part, Monday is also popular for its customer relationship management software .
Customer relationship management can easily become time-consuming and difficult without the help of a dedicated tool. By providing a real CRM solution in its offer , Monday.com allows a precise and segmented vision of a company’s customers and prospects.
Before choosing between the Monday project management offer and Monday customer relationship, let’s clarify the differences between these two types of software.
What are the differences between CRM and project management software?
Initially, and why Monday is so popular is for all its benefits around project management. However, it is also possible to use this solution for customer relationship management. It becomes, in fact, a CRM software.
Here we will attempt, in a concise manner, to give the main differences between a web project management solution and a CRM tool .
What we can point out first is the data collections. With a CRM, they are based on prospects and customers or companies. With a project management tool, it is more the projects, budgets and stakeholders that are mentioned. Regarding the different ones, here are the main ones described below.
The CRM solution allows you in particular to:
- To consolidate its commercial performance
- To know your customer portfolio clearly and in figures
- To optimize your sales force with personalized service for each prospect or client
- To save time in discussions with prospects to focus more actively on your sales activity
- To analyze sales in depth
See our article: CRM definition: advantages, results, prices and how to choose
Project management software allows :
- To define the project objectives
- To break down a project into sequences with a list of tasks assigned to each stakeholder
- To know precisely the deadlines and constraints of each task
- To compare the forecast with the actual, which allows you to make adjustments and always be fair in your project
Before registration, Monday.com offers 9 different modules to its future users. The platform can indeed be used for human resources, task management, marketing, or even IT.But also obviously for project management and sales/customer relations (CRM).
So, Monday as CRM software is a complete sales pipeline management offer. Its intuitive use allows you to track all of your prospects or save time with your potential and current customers. Similarly, the Monday CRM solution allows you to synchronize all of the members of your sales team.As a CRM solution , Monday can help solve several business problems, including:Contacts that will slip through the netA long process to transform a prospect into a current customerDifficulty searching for emailsA lack of communication and guidance for sales teamsOpaque and scattered informationRepetition of spotsTasks without priority ordersAn unestablished sales processAll of these issues avoided are due to the fact that Monday CRM offers a single platform to manage its customers.
Who is the Monday tool for?
As already mentioned, Monday.com offers nine different offers to support companies from very varied sectors. With features adapted to the needs of entrepreneurs and companies. Thus, you save time in carrying out your projects and your exchanges with customers . And this, even if the employees do not all work in the same place. This is why the Monday tool is a solution very often acclaimed by companies.
What particularly distinguishes this tool from other software, according to customer reviews, is its fully customizable side. Thanks to its intuitive dashboards, it is easy to find all the information on a project. Such as the list of tasks, the members of the team assigned to this or that task, possible problems.
Monday in its free version can be an interesting CRM solution for a freelancer or an entrepreneur who is starting out. Even if all the features are not accessible, it allows you to discover the Monday CRM software . On Monday free, it is possible to create a list of tasks, and to follow its progress in real time on the dashboard.
Monday reviews are unanimous. It is the software that adapts to the company’s activity, and not the other way around. Thanks to regular updates, based on customer reviews, this tool is becoming more and more efficient. Thus meeting everyone’s needs. Whether it’s a project team, a marketing team or even a designer, Monday is suitable.
Monday Sales CRM Certifications and Awards
Monday.com is very well-known, thanks in particular to the various certifications and awards it has received. Such as:
- ISO/IEC 27001:2013 certification for information management and security.
- ISO/IEC 27018:2014 certification for the production of personal data in the context of cloud computing.
- SOC 2 Type 2 de la part de l’American Institute of CPAs
- EU-US Privacy Shield Framework
- Swiss-US Privacy Shield Framework
Getting started with the Monday tool
Ergonomics and ease of use
Reviews of Monday CRM are unanimous, it is one of the easiest and quickest tools to get started with . This is due in part to the many updates over the years, in order to make it the best possible software. Generally, a few hours are enough to get started with Monday.com. Executives may need more time to discover all the features offered by this CRM solution.
Collaboration between team members
- File sharing : each person has access to all data related to a mission. Ability to schedule updates for any new information added.
- Team Dashboards: The Monday sales tool allows you to create a dashboard for each team, and customize it. Ideal for managing each group assigned to a mission.
- Communication : Monday does not have a specific communication mode. Except for comments on the boards. However, it is possible to couple the Monday software with a messaging application.
Integration of Monday CRM software with other tools
To compensate for Monday’s lack of its own messaging, it allows for integrations with other applications . Taking into account customer reviews on Monday, it is possible to associate Slack with the Monday sales tool.
To make it a complete solution, Monday can also be associated with other software . Like Trello, Google Drive, Dropbox and Asana among others. The plan of the Monday tool is to allow simple integration. Depending on your preferences and desires, it is now easy to navigate between different platforms, without compatibility issues.
Monday CRM Software Customer Service and Support
According to Monday CRM reviews, the support and customer service are efficient . Indeed, as we have already mentioned, Monday takes customer reviews into account, especially for its updates.
In order to provide the best possible software, and to help you operate it, the teams are at your disposal. Monday does not only provide dashboards. Tutorials are also available to the user . This way, you save time when getting started with the Monday software.
As a true sales tool, Monday focuses on customer satisfaction. You will therefore have no trouble getting help if needed. Whether by email or directly via the interface, a help center has been created to support each customer. In addition, there is real mutual assistance among users if we rely on the opinions on CRM Monday. If you have trouble establishing a mission plan, or a table, you will easily find an answer.
Monday Business Tool Offers and Pricing
As we mentioned, there is a free Monday plan, and a paid plan. Let’s take a look at the differences between these two versions.
Paid offer
To unlock all features, you can subscribe to the paid offer. There are several options and prices:
- Basic offer: €8 per month and per user. It allows access to a single dashboard. Rather recommended for small teams that want the basic features of project management.
- Standard offer: €10 per month and per user. This standard offer gives access to more than 200 actions on Monday. This means that you will be able to carry out more than 200 integrations and automations per month.
- Pro offer: €16 per month per user. This version will give you the ability to perform 250 integrations and automations per month. Also gives access to the unique calendar, a valuable tool for lead management, and the Gantt chart.
- Business offer: generally carried out on estimate in order to find the best software according to the customer’s needs. This time, it allows 25,000 actions to be carried out per month.
Monday version gratuite
It is possible to test Monday for free for 14 days . Enough to allow you to discover the interface and all its possibilities.
Customer reviews on Monday CRM
Large companies use the Monday sales tool, particularly for lead management. This is the case, for example, for Deezer, Carrefour, Paypal and BNP Paribas. Reviews of Monday are mostly positive. Many praise the simplicity and speed of getting started with the interface.
Monday reviews also highlight the ease of sharing data. As well as the time saved in lead management. For example, Deezer , a very popular music platform, reported increasing its customer engagement by 483% . And that’s after just a few weeks of using Monday’s software.
The same story is heard on the most well-known review platforms. On G2, there are 5459 Monday reviews, for an overall rating of 4.7/5 . Another platform: trustradius. The software is one of the best rated, with 2546 Monday reviews and a rating of 8.6/10.
Editorial opinion
After testing, our opinion on CRM Monday is positive . It is understandable that many consider it the best project management software.
With the free version of Monday, it is possible to benefit from some very useful features. For the paid versions, the prices are attractive and give access to many functions. Which is not always the case for other competing software. In addition, in the paid versions, there is access to Monday free for 14 days . Enough to discover whether this software is right for you or not for your lead management.
FAQ – Monday CRM
Is Monday free?
You can enjoy Monday online for free. However, it does not provide access to all features and can only be used by two users.
Why choose Monday for your business management?
It is one of the most powerful business management and CRM software on the market today, with one of the best data security . It has obtained numerous certifications and awards. In addition, there is a free version of Monday, and a paid version with attractive prices.
Who uses Monday?
Many large companies use Monday (Deezer, Uber, Google Drive, etc.). But also entrepreneurs, SMEs, etc. This software adapts to the needs of each company.
How to use Monday properly?
The web tool allows you to centralize daily work , information and tasks using dedicated tables. To get to grips with the interface, don’t hesitate to watch the tutorials made available to you by technical support.
What are the differences between Monday CRM, Salesforce and Hubspot CRM?
Monday CRM, originally designed for project management, focuses on flexibility and team collaboration. Salesforce , the market leader, offers a robust CRM platform with a wealth of features and integrations for large enterprises. HubSpot, first a marketing platform, offers an integrated suite for marketing, sales, and customer service, ideal for SMBs. While Monday is appreciated for its customization, Salesforce for its power, HubSpot is known for its ease of use. Your choice will depend on the size of your company and your needs.
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