monday.com is a cloud-based tool so it can be accessed from anywhere in the world, as long as you have an internet connection. Also, the tool has both iOS and Android apps that you can use to monitor your leads and make updates in the leads’ profiles right after an appointment. While seemingly basic, these functions are very important to a CRM system since the more information you have, the more professional you’ll appear to potential clients.
You can create boards to track prospective clients, monitor their status, and assign tasks to relevant sales reps. You can also set priorities and organize to-do lists within those boards.
Once the deal has been closed, you can group all relevant data into a single board to share with your clients so nothing will go missing.
The analytics feature allows you to views the sales funnel from multiple angles and make appropriate adjustments to your operations. For instance, you can view how many leads joined the funnel in a month, what percentage moved on to the next stage, how many got stuck, etc.
Pre-made Board Templates
monday.com offers a number of pre-made templates for various situations. For the CRM system, the most popular board templates are sales requests, client onboarding, and account tracking. Each template is loaded with useful data and can be further customized to suit your needs.