With Monday.com’s project management and team collaboration features, you can easily customize it into a customer relationship management system (CRM) to meet your business’ specific sales needs. A simple tool for managing sales opportunities and customers, it is also more inexpensive than many traditional CRMs.

First, you need to understand the history of CRM software Monday. Customer relationship management is an acronym that stands for customer relationship management. It is any tool, strategy, or process that helps businesses organize and access customer information more effectively

Monday.com’s sales CRM platform helps you collect qualified leads and nurture them through the sales process with a flexible customer relationship management (CRM) platform.

What is The CRM Monday?

An organization’s customer relationship management (CRM) system manages all interactions with customers and potential customers. Improve business relationships is the goal. Companies can improve profitability, streamline processes, and stay connected to their customers with CRM systems.

CRM software that is free. The Monday.com Work Operating System (Work OS) allows you to build any workflow that fits the needs of your team.

Using Monday.com as a CRM is easy in seven steps, and we’ll show you other user-friendly CRM alternatives.

A CRM definition evolved from handwritten notes and Rolodexes to databases stored on individual computers with the advent and proliferation of digital technology. There was no longer just a note.

Customer relationship management has become a complex task for businesses. In today’s competitive market, you must have a reliable CRM system to compete.

7 Steps to Using Monday.com as a CRM

By designing boards, items, and columns, Monday.com can be easily customized into a customer relationship management (CRM). Also, it has a lower price point than many traditional CRMs, making it a great choice for users looking for a simple CRM tool.

In seven steps, we’ll show you how to use Monday.com as a CRM.

Identify Your Sales Process

Monday.com’s visual project and work management platform can be used as a CRM system by customizing the interface elements. You must first determine what chronological activities contribute to revenue and deals in your operations.

The sales process refers to those repeatable sales steps specific to your business. It is easier to track your progress on various sales opportunities using a standardized system from the initial introduction to the deal closing.

Additionally, it enables evaluations of which stages are effective and which could be improved. As you create your boards, this process will be integrated into your Monday.com CRM.

Here are some examples of sales stages or statuses:

• The introduction: Contacting a lead via cold call, email, or in person at a networking event or trade show.
• Qualification of leads: Determine if a prospect is a good fit for your products or services and if they are interested.
• Nurturing a lead: Staying in touch with prospects via email or phone to keep your brand fresh in their minds.
• An overview of your product: Explaining your product’s features and how they work, as well as answering questions from potential customers.
• Quoting/Underwriting: Analyzing the needs of potential clients or customers in order to formulate price estimates.
• Business proposals: Generating and sending a proposal to a prospect with pricing, deliverables, and terms of service.
• Discussions: Discussions between the customer and provider to agree on pricing, product or service deliverables, and terms.
• In-depth client onboarding: Setting up new customers with the product or service, providing training, and connecting them with their account manager.
• Upselling or Cross-selling: Selling complementary products or services to what they already purchased and/or upgrading them to a more premium product or service.
• Offers re-introduced: Reintroducing products or services to prospects who have previously lost deals, especially if you have changed your offerings that may interest them.

Set up a Monday.com Workspace

No matter how you use Monday.com, the first thing you’ll create is the “workspace.” Think of the workspace as the central database for all of your business modules like CRMs or project management tools.

Modules are the main features of software while workspaces are the central places where company-wide tools and systems are located.

Select the “Add workspace” button, name your workspace, and set privacy. There are two workspace privacy options: “Open” for all Monday.com users to join or “Closed” for only those invited. Secure your company and customer data with privacy settings.By adding “boards” to your CRM, you can start creating it.

Groups Can Be Created on a Board

Creating boards is the next step in learning how to use Monday.com as a CRM. Click the “Add” tab and select “New Board.” Each board is like a module within a software system and where your CRM starts.

In the next step, you’ll be asked to name the board, select a privacy setting, and then select the types of items you’re managing. We recommend either “leads” or “clients” since you’re tracking sales opportunities.

Create the board, rename it, and create groups to track leads, prospects, and customers separately.

A sales representative, a product line, or a regional team may need to be monitored separately.

Depending on your CRM board, each rep, line, or team can have its own group.

Columns Can Be Customized

The next step is to customize your columns once you’ve established your board and groups. Leads and customers can be organized by columns.

In the column, you can configure things like pipeline status, potential deal size, contact information, and lead source.

Your groups will already have default columns that you can edit from the board. In the far right column, you can also add new ones by clicking the “+” sign.

In addition, you are able to rename the column header as well as choose from numerous data types, such as numbers, dates, people, and text.

In step one, you designed a sales process that can be incorporated into the status data type.

Click on any of the status stages to see the options and a button called “Edit labels” to add the sales stages.

‘Items’ Should Be Added

All the information you want to collect on your board has been set and configured, so you can add leads and customers to your monday.com CRM in the form of items. Click the “Edit” button to customize the names of leads, prospects, customers, accounts, and opportunities.

Add the name, change the item’s status, and enter the relevant data for each category once the name is added.

Your business can enter information like lead source, deal value, contact information, and more. Monday.com’s default view is spreadsheet-style, which makes entering data easy.

With a larger pool of records, however, you may want to view the information differently.

Next to “Main Table,” you’ll find a + sign titled “Add View.” From here, you can choose from dashboards, Kanban-views, Gantt charts, or cards. You can access different views depending on your plan.

You can switch between the views once you have added them and customize what information appears in each. Kanban-style cards, for instance, allow you to check the columns you want on each card.

Power-Ups for the Board

Using board power-ups, monday.com CRM can be integrated with external applications or configured automatically.

Monday.com integrates with tons of popular software, such as Gmail, Slack, Zoom, and Mailchimp.

You can integrate external apps into the system by selecting “+ Add to board,” where two options are called “Integrations” and “Automations.”

Automated workflows, such as auto-notifications, item assignments, or board changes, can be created in the automation center.

Manage Your Sales Operation

After designing your CRM, adding your leads, and incorporating optional integrations and/or automation, you are ready to fully utilize it.

Update the item’s cards with information on activity or files associated with your process, such as proposals, contracts, quotes, applications, etc., as you contact leads and make progress in your sales process.

Team members can be mentioned throughout item updates and activity logs can be viewed to improve sales team collaboration. You can also move item cards down the sales pipeline into their new stages by dragging and dropping them on your Kanban view.