With the monday sales CRM product, you can manage all aspects of your sales cycle and customer data in one central place. Fitted with multiple unique features created just for monday sales CRM, this robust product can be used to fit all of your CRM needs.
In this article, we'll review the amazing features below which can only be found within the monday sales CRM product:
- CRM item page
- Deal Stages Widget
- Funnel Chart
- Shared templates on Emails & Activities
- Mobile CRM experience
Keep on reading to learn all about it! 🚀
CRM item page
The CRM item page lays out all of the widgets from your item card in a large pop-up window, providing you more space to see and update all the relevant information that you need for an item on your board! To access it, click on the speech bubble to the right of an item name, as shown below.
When first opening the item page, it will be set to a view-only mode, meaning that you will not be able to edit the settings of any widget or rearrange them within your item page. To edit your item page, click on the three-dot menu on the top right and select "Edit layout & content".
To get a full screen view of any widget on your item card, click on the four arrows in the top right corner to expand it! To collapse the widget and return back to the full item page, just click on the "x" icon at the top right.
Deal stages widget
The Deal Stages widget, found in the "Leads" and "Deals" boards within the monday sales CRM product, helps you track your progress with your leads and deals in a visual and comprehensive way.
Not only this, but the Deal Stages Widget is fully interactive - if you mark your progress on the widget then the item will be updated as well. The widget also allows for the following:
- display the amount of time spent at each stage of the deal or relationship
- easily reopen a closed or abandoned deal from the last active stage
Using the Funnel Chart, you can seamlessly follow the flow of a deal's stages from new, all the way to won or lost. In addition to showing the current statuses of the deals or leads, it also calculates the % conversions between status labels (i.e. the conversion % of deals that went from "New" to "Won").
The Funnel Chart is also fully interactive! Try filtering the chart according to the owner or funnel start date, and click on each pillar to learn how many items are within that stage of the funnel. 🙌
Shared templates on Emails & Activities
Members of the monday sales CRM product now have the ability to define the share settings of email templates on Emails & Activities! This functionality lets you decide whether the template you created will be available only to you, or shared with everyone on your account.
To adjust the share settings when creating a new template, click on the dropdown under the "Shared with" section. Here you can choose whether you'd like to have the template be available only to you, or to have it shared with everyone.
Mobile CRM experience
For all monday sales CRM users, we offer a mobile version of the product so you can take all your CRM processes with you on the go! The monday sales CRM mobile experience gives you access to the entries made on the four core boards of your monday sales CRM-- the Leads, Deals, Account, and Contacts boards.
Additionally, you can use the Emails & Activities app on mobile to send emails, add activities, and review past communications with your contacts without ever leaving your mobile device. 🙌
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.