Each business has its own particular sales process, and it's essential for the chosen CRM software to reflect that. Monday.com allows users to customize everything from lead scoring rules and labels to visual dashboards and pipelines, ensuring that the final product meets the business's needs.
Editor's score: 9.4/10
The company offers dozens of ready-made templates in a range of categories, including sales, marketing, office operations and even real estate, so you can follow through on your strategy with minimal delays and disruptions. Each dashboard can be populated with custom widgets that display timelines, pending tasks and key performance indicators (KPIs) that are relevant to your specific process.
To help you build a truly tailored solution, monday.com integrates with dozens of popular business apps, including Slack, Zoom, Google Calendar and Microsoft Teams. IT teams can use Zapier or monday.com's native API for further customization. We were impressed with how sales managers can create custom workflows to trigger automated emails and notifications, advance deals, and update contact information. Monday.com offers a comprehensive set of CRM features that facilitate cross-team collaboration and help companies stay on top of customer commitments even after the sale is closed.
Monday.com's WorkForms allows you to create custom online forms to streamline data collection. With WorkForms, you can easily create forms for any website, such as order, request or feedback forms. This allows you to simplify your data collection process and ensure that you are collecting information that is relevant to your sales strategy. You can sync WorkForms to monday.com boards for an easier, more organized workflow.