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Considerations of Using Monday.com as a CRM in 2024
Quick summary: In this article, we will explore the best tools and strategies to enhance your business operations. From
Hello, and welcome to our best CRM review of 2024. I’m Aidan O’Brien, a CAPM-certified associate project manager. I hold multiple SaaS badges and certifications, and I am an MBA student at Western Carolina University. Today, I’m excited to guide you through an in-depth analysis of
With extensive research and hands-on experience, I’ve evaluated
Choosing the right CRM ensures you avoid unnecessary costs and frustrations. By reading this review, you’ll gain valuable insights into how
Ready to discover how
Brief Overview
If you’re in a hurry, we’ve included this brief overview of
Monday.com Basic Plan – Best for Beginners
- Ideal for individuals or small teams new to CRM and project management.
Monday.com Standard Plan – Best for Small Teams
- Perfect for small teams needing advanced project management features and improved collaboration.
Monday.com Pro Plan – Best for Large Teams
- This plan is designed for large teams requiring extensive automation, integrations, and advanced reporting capabilities. It also includes features like Google Calendar sync, sales forecasting, email templates, and sales analytics.
Product Reviews
Monday Sales CRM Basic Plan – Best for Beginners
Key Features:
- Unlimited boards and docs
- 200+ templates
- 5GB storage
- 24/7 customer support
Pros and Cons:
- Pros:
- Intuitive user interface
- Excellent customer support
- Affordable pricing
- Cons:
- Limited storage
- Basic automation features
The
The Basic Plan’s user-friendly design ensures a smooth onboarding process. With over 200 templates, users can quickly set up their workflows tailored to their specific needs. Although the storage is limited to 5GB, it is sufficient for smaller projects. The primary drawback is the basic automation features, which may not be adequate for more complex workflows. However, for beginners, this plan provides an excellent balance of functionality and simplicity.
Benefits and Drawbacks Summary:
- Benefits:
- Easy to use for beginners
- Access to a variety of templates
- Reliable customer support
- Drawbacks:
- Limited storage capacity
- Basic automation features
If you’re just starting with CRM and
Monday.com Standard Plan – Best for Sales Teams
Key Features:
- Timeline & Gantt views
- Calendar view
- Guest access
- 20GB storage
- Deal management
- 250 automation and integration actions per month
- Track sales rep performance within each deal stage
Pros and Cons:
- Pros:
- Advanced viewing options
- Improved storage
- Enhanced automation
- Cons:
- Limited automation actions for growing teams
- Higher cost compared to the Basic Plan
The Standard Plan is ideal for small teams needing advanced
With the Standard Plan, small teams can benefit from advanced
Benefits and Drawbacks Summary:
- Benefits:
- Advanced project visualization
- Better collaboration with guest access
- Enhanced storage and automation
- Drawbacks:
- Limited automation actions may restrict larger projects
- Higher cost compared to the Basic Plan
For small teams looking to improve their
Monday.com Pro Plan – Best for Large Teams
Key Features:
- Private boards and charts
- Time tracking
- 100GB storage
- 25,000 automation and integration actions per month
- Advanced reporting and sales analytics
- Compare forecast vs. actual sales to provide insights into sales performance
- Track sales figures to monitor team performance
Pros and Cons:
- Pros:
- Extensive automation and integration capabilities
- Advanced reporting features
- High storage capacity
- Cons:
- Higher cost
- It may be complex for smaller teams
The Pro Plan is designed for large teams requiring extensive automation, integrations, and advanced reporting capabilities. Its private boards, advanced charts, and high storage capacity effectively support large-scale projects.
The Pro Plan’s extensive features cater to large teams with complex workflows. Private boards and advanced charts provide better data visualization and project management. The significant increase in automation and integration actions (up to 25,000 per month) ensures seamless operations for large teams. The advanced reporting and sales analytics features offer deep insights into project performance, aiding better decision-making. While the higher cost may be a consideration, the value it offers in terms of productivity and efficiency justifies the investment.
Benefits and Drawbacks Summary:
- Benefits:
- Extensive automation and integrations
- Advanced reporting and analytics
- High storage capacity
- Drawbacks:
- Higher cost
- Potential complexity for smaller teams
For large teams aiming to optimize their CRM and
Buying Guide
Choosing the right CRM can significantly enhance your team’s productivity and streamline your business processes. CRM software offers numerous benefits, such as streamlining customer relationship management and effectively managing the sales pipeline. By implementing CRM software, businesses can track customer interactions, manage customer data, and optimize their sales processes. For example, Monday CRM provides custom automation integrations and tools to manage the entire sales cycle, making it easier to track where clients are in the pipeline and manage leads efficiently.
Here’s a step-by-step guide to help you make an informed purchasing decision when considering
How to Choose the Right CRM Software Plan
Step 1: Assess Your Team Size and Needs
- Beginners or Individuals: If you’re new to CRM or have a small team, start with the Basic Plan. It’s designed to provide essential features without overwhelming new users.
- Small Teams: For teams needing advanced
project management features and better collaboration, the Standard Plan is ideal. It offers enhanced automation, more storage, and advanced views. - Large Teams: Large teams with complex workflows should opt for the Pro Plan. It provides extensive automation, advanced reporting, and significant storage capacity to handle large-scale projects. The Enterprise plan includes advanced features like account management, lead scoring, team goals, advanced analytics, and enterprise-grade security.
Step 2: Evaluate Your Automation and Integration Requirements
- Basic Automation: The Basic Plan includes essential automation features but may be limiting for growing needs.
- Advanced Automation: The Standard and Pro Plans offer increased automation actions (250 and 25,000 per month, respectively) and support a wide range of integrations, making them suitable for more complex workflows.
Step 3: Consider Storage and Reporting Needs
- Storage: The Basic Plan offers 5GB of storage, which is suitable for smaller projects. The Standard Plan increases this to 20GB, while the Pro Plan offers 100GB, accommodating larger teams and more extensive data storage needs.
- Reporting: The Pro Plan’s advanced reporting and analytics features provide deep insights into project performance, essential for larger teams needing detailed analysis.
Features List and Impact on Performance
- Boards and Docs:
- All plans offer unlimited boards and docs, providing flexibility in managing various projects and documents.
- Templates:
- Over 200 templates are available across all plans, helping users quickly set up workflows tailored to specific needs.
- Views:
- The Basic Plan includes basic views, while the Standard Plan adds timeline and Gantt views, enhancing project visualization. The Pro Plan offers private boards and advanced charts for comprehensive data analysis.
- Automation and Integration:
- The Basic Plan supports basic automation. The Standard Plan allows 250 actions per month, suitable for moderate automation needs. The Pro Plan’s 25,000 actions per month cater to extensive automation requirements, ensuring smooth operations for large teams.
- Storage Capacity:
- Basic Plan: 5GB
- Standard Plan: 20GB
- Pro Plan: 100GB
- Increased storage in higher plans allows for managing larger projects and storing more data without concerns.
Sales Pipeline Features Head-to-Head Comparison
Automation Actions: Basic vs. Standard vs. Pro
- Basic Plan: Limited to essential automation, suitable for individual users or small teams with minimal automation needs.
- Standard Plan: Offers 250 automation actions per month, ideal for small to medium teams needing moderate automation.
- Pro Plan: This plan provides 25,000 automation actions per month, making it perfect for large teams with complex workflows that require extensive automation.
Storage Capacity: Basic vs. Standard vs. Pro
- Basic Plan: 5GB of storage, enough for smaller projects.
- Standard Plan: 20GB of storage, accommodating larger teams and projects.
- Pro Plan: 100GB of storage, ideal for extensive data storage and large-scale project management.
Practical Purchasing Advice
When choosing a CRM, it’s essential to consider the specific needs of your team and the complexity of your projects. We recommend:
- Define Your Goals: Determine what you want to achieve with your CRM. Is it improved
project management , better team collaboration, or enhanced data analysis? - Identify Key Features: List the features that are crucial for your team’s success. Prioritize those that align with your goals.
- Compare Plans: Use the head-to-head comparison to evaluate which plan offers the best value for your needs. Consider future growth and scalability.
- Test the Platform: Take advantage of free trials to test the platform’s usability and features. This hands-on experience will help you make a more informed decision.
- Seek Feedback: Consult with your team to gather their input on the platform’s usability and effectiveness. Their feedback can provide valuable insights into the best plan for your needs.
In short, you can choose the right
Ready to invest in productivity and efficiency that pays off in the long run? Start your journey with
Final Thoughts
In conclusion, choosing the right CRM can significantly enhance your team’s productivity and streamline your workflow.
Product Recommendations
- For Beginners and Individuals: The
Monday.com Basic Plan is an excellent starting point. It provides all the essential tools in an easy-to-use interface, making it ideal for those new to CRM andproject management . - For Small Teams: The
Monday.com Standard Plan is perfect for small teams that require advancedproject management features and improved collaboration. With additional storage and enhanced automation, this plan offers great value for growing teams. - For Large Teams: The
Monday.com Pro Plan is the best choice for large teams with complex workflows. It offers extensive automation, advanced reporting, and significant storage capacity, making it suitable for handling large-scale projects and detailed data analysis.
What to Do Next
To get started with
- Evaluate Your Requirements: Assess your team size, project complexity, and specific needs to determine which plan aligns with your goals.
- Take Advantage of Free Trials: Test the platform using the free trials available for each plan. This hands-on experience will help you understand how each plan works and which one suits your team best.
- Sign Up and Get Started: Once you’ve chosen the right plan, sign up and begin setting up your workflows. Utilize the extensive templates and automation features to streamline your processes and boost productivity.
By selecting the appropriate
If you’re new to CRM and
About the author: Aidan O’Brien, CAPM, is a
