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Best CRM Workflows

4.2
4.2/5

Best For

CRM Workflows

Price

$0 - $16/month

Annual Discount

Yes - Save 18%

Promotion

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Overview

Monday.com Sales CRM is a robust sales tool that customizes workflows to track all the aspects of the sales cycle. This tool helps to streamline workflow, manage complex projects effectively and access a complete view of the customers and sales data.

It is an excellent choice for a company that wants to monitor their sales process closely. With the customizable dashboard, you can also visualize everything at a glance to spot potential bottlenecks or problems in the sales cycle.

Key Features

●Highly customizable to track all aspects of the sales process.
●Due to issue tracking templates and risk register templates, you can quickly spot any problems in your sales cycle.
●It is considered great for companies that want to monitor sales pipeline performance closely.
●It can easily be accessed through its mobile app.
●Monday.com can be integrated with other apps or tools which are in use.

User Experience

●Gathering information from your teams efficiently and quickly with the addition of new customizable work forms.
●You can view more data points with Connects Board Column feature.
●You can make intuitive and easy-to-understand presentations with the new presentation mode.

Benefits

●Monday Work Docs’s search functionality is not good, and creating workflows is not easy with so many functionalities.

Limitations

●Monday Work Docs’s search functionality is not good, and creating workflows is not easy with so many functionalities.

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