monday CRM Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 518 monday CRM reviews.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 511 reviewers of monday CRM have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 516 monday CRM reviews.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 437 monday CRM reviews.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 387 reviewers of monday CRM have provided feedback on this feature.

Based on 471 monday CRM reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

As reported in 502 monday CRM reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 434 monday CRM reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 545 monday CRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 471 monday CRM reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

As reported in 551 monday CRM reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 578 monday CRM reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

As reported in 443 monday CRM reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

As reported in 493 monday CRM reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 447 monday CRM reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 450 monday CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 477 monday CRM reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 463 reviewers of monday CRM have provided feedback on this feature.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 461 reviewers of monday CRM have provided feedback on this feature.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. This feature was mentioned in 534 monday CRM reviews.

Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 436 monday CRM reviews.

As reported in 472 monday CRM reviews. Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 410 monday CRM reviews.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. 435 reviewers of monday CRM have provided feedback on this feature.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 394 monday CRM reviews.

Based on 448 monday CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 468 monday CRM reviews.

As reported in 416 monday CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 407 monday CRM reviews.

As reported in 384 monday CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

As reported in 345 monday CRM reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. 471 reviewers of monday CRM have provided feedback on this feature.

Based on 514 monday CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance 563 reviewers of monday CRM have provided feedback on this feature.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 466 monday CRM reviews.

Records the rate at which emails are opened. 167 reviewers of monday CRM have provided feedback on this feature.

Records the rate at which links in emails are followed. 143 reviewers of monday CRM have provided feedback on this feature.

As reported in 186 monday CRM reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Allows administrators to schedule out emails in advance. 94 reviewers of monday CRM have provided feedback on this feature.

Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 190 monday CRM reviews.

Based on 88 monday CRM reviews. Allows for the categorization of emails.

As reported in 185 monday CRM reviews. Allows for the creation of templates for frequently-sent emails.

Based on 215 monday CRM reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard. This feature was mentioned in 231 monday CRM reviews.

Helps users determine sales goals by calculating potential commission rates. 209 reviewers of monday CRM have provided feedback on this feature.

Highlights top-performing employees to publicly reward their achievements. This feature was mentioned in 221 monday CRM reviews.

Creates user profiles similar to social media pages that display private or public statuses and updates. This feature was mentioned in 258 monday CRM reviews.

Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 245 monday CRM reviews.

As reported in 274 monday CRM reviews. Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool. This feature was mentioned in 246 monday CRM reviews.

Integrates with CRM and financial systems to help determine goals 253 reviewers of monday CRM have provided feedback on this feature.

As reported in 245 monday CRM reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 199 monday CRM reviews.

Based on 314 monday CRM reviews. Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt. 132 reviewers of monday CRM have provided feedback on this feature.

Capability to perform complex tasks without constant human input 62 reviewers of monday CRM have provided feedback on this feature.

Ability to break down and plan multi-step processes 62 reviewers of monday CRM have provided feedback on this feature.

Based on 59 monday CRM reviews. Works across multiple software systems or databases

Based on 61 monday CRM reviews. Improves performance based on feedback and experience

As reported in 61 monday CRM reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting This feature was mentioned in 61 monday CRM reviews.

Based on 61 monday CRM reviews. Makes informed choices based on available data and objectives

Based on 29 monday CRM reviews. Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation 29 reviewers of monday CRM have provided feedback on this feature.

As reported in 28 monday CRM reviews. Anticipates needs and offers suggestions without prompting

Based on 24 monday CRM reviews. Capability to perform complex tasks without constant human input

As reported in 24 monday CRM reviews. Ability to break down and plan multi-step processes

As reported in 24 monday CRM reviews. Works across multiple software systems or databases

Based on 24 monday CRM reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation This feature was mentioned in 24 monday CRM reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 24 monday CRM reviews.

Makes informed choices based on available data and objectives 24 reviewers of monday CRM have provided feedback on this feature.