Manage your clients and their lifecycle efficiently and openly with the rest of your team! The platform was created for companies and people to work together, collaborate, create transparency and visibility; most importantly it is endlessly customizable. With that, you can easily customize monday.com as a CRM.
So what is a CRM?
A CRM is a central place to organize all the details of your customers and make it easy for your whole team to track the status of every customer relationship. It helps you keep a record of information that you can reference at any time.
Why do you need a CRM?
Why? Because everyone wants happy customers! The ultimate goal is to improve business relationships with your customers focusing on customer retention and driving sales growth. A CRM also helps streamline the entire sales cycle, which results in closing deals in your sales pipeline and helping everyone in the team to reach targets faster.
In this guide, you will learn how to use monday.com as a customer relationship manager and more!
Get started with a template
If you are not sure how get started, you can use our CRM template. You will find it in the templates section of your monday.com account.
You can also check out this monday.com story that we've created especially for you, and add it directly to your board.
Build your contact list
You can import your contact list directly from Excel into monday.com. This article will guide you step by step on the process.
Another way to get your leads directly into monday.com is to create a form and embed it in your site. Any new interested customer can fill that form with his/her contact details.
Once done, his/her details will automatically be added in your CRM board as a new item. Read more about the form right here.
Customize your board
- Add your groups
We’ve organized our board into groups to categorize our clients on our board by whether or not they’ve been assigned to a sales representative yet. Each item, under the group, is the name of our client.
- Add your columns
With over 20 different column types, there’s really no limit to how you can customize your board to fit your team’s needs.
People Column: Each lead can be assigned to a sales representative. This column helps to provide transparency on who is taking care of what.
Status Column: By adding a status column and customizing the labels, you're able to track each sales stage! Remember, add and edit labels to fit your needs!
World Clock column: Our World Clock will help you avoid the uncomfortable mistake of calling someone too early (or too late)
Phone column: The phone column will speed things up by opening the default communications app once you click on their number!
Numbers column: Use the numbers columns to add the deal size and the close probability. You can customize it to be in the currency of your choice.
Enhance your board with some advanced columns
- The formula column
The formula column is pretty amazing. It allows you to make any calculation just like in Excel. Let's say you want to determine the forecast value of each deal. The formula used here is: Deal Size X Close Probability. You can customize the currency and see the overall amount on the footer.
There is so many ways to use that column. You can find some useful use cases right here. Calculating the forecast value is a good way to prioritize better.
- The tags
You can tag your clients by opportunity or status or just anything you want. For example, "new lead", "reach out", "opportunity". The cool thing about this column is that you can click on any of the tags and get the list of all items in any board containing that tag. You can learn more about it right here.
Automate your workflow
Our amazing automations center allows you to automate and streamline your workflow. We have so many different automations available. You can read more about it right here.
Let's say you have created a form on your site to get new potential users contact details. You can create an automation on your CRM board that will notify you every time a new user registers.
Once notified, you can go ahead and assign that new lead to a sales representative.
You could also use the automations to notify a sales representative each time a contract is about to renew. That would be a great way for the sales person to get in touch with his/her client, get a feedback on their current experience and see if they are interested to renew.
Integrate with your email
With the Gmail and Outlook integration you can transform emails into action items, and automatically align everyone to stay seamlessly connected.
Let's say that whenever a new user registers to your site, a welcome e-mail will be sent. You can use the below integration (works for both Gmail and Outlook):
You can even customize the email you'd like to send:
Check out how it works in details right here.
Connect your boards together!
To go along with your CRM on monday.com, you can create a Lead Management board. Use our bright and colorful status columns to visually present the status of ongoing leads to ensure you and your team are up to date on where in the sales process each lead is at and much more. Check out our mirror column to see how you can connect items from another board. You can also check out our lead management article right here.
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