monday CRM Features

As reported in 507 monday CRM reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

As reported in 498 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.

Based on 512 monday CRM reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 436 monday CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 385 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.

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. This feature was mentioned in 469 monday CRM reviews.

As reported in 497 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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 432 reviewers of monday CRM have provided feedback on this feature.

Based on 526 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 461 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 524 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.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 559 monday CRM reviews.

Based on 433 monday CRM reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

As reported in 482 monday CRM reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

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. This feature was mentioned in 437 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. This feature was mentioned in 440 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. 467 reviewers of monday CRM have provided feedback on this feature.

Based on 448 monday CRM reviews. 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.

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. 444 reviewers of monday CRM have provided feedback on this feature.

Based on 512 monday CRM reviews. 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.

Enables analysis of effectiveness of an organizations various marketing activities 423 reviewers of monday CRM have provided feedback on this feature.

Based on 461 monday CRM reviews. Tracks issues/help requests reported by customers through the resolution process.

As reported in 400 monday CRM reviews. 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.

Based on 425 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.

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 384 monday CRM reviews.

As reported in 438 monday CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

As reported in 467 monday CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

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. This feature was mentioned in 415 monday CRM reviews.

As reported in 406 monday CRM reviews. 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.

Based on 371 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

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. 335 reviewers of monday CRM have provided feedback on this feature.

As reported in 458 monday CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 491 monday CRM reviews.

Based on 547 monday CRM reviews. 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

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 451 reviewers of monday CRM have provided feedback on this feature.

Records the rate at which emails are opened. 166 reviewers of monday CRM have provided feedback on this feature.

Records the rate at which links in emails are followed. 142 reviewers of monday CRM have provided feedback on this feature.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 183 monday CRM reviews.

As reported in 93 monday CRM reviews. Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders. 188 reviewers of monday CRM have provided feedback on this feature.

Allows for the categorization of emails. 87 reviewers of monday CRM have provided feedback on this feature.

Allows for the creation of templates for frequently-sent emails. 184 reviewers of monday CRM have provided feedback on this feature.

Assigns achievement badges to high-performing employees based on pre-determined standards. 214 reviewers of monday CRM have provided feedback on this feature.

Automatically recognizes achievements that should be added to the leaderboard. This feature was mentioned in 230 monday CRM reviews.

Based on 208 monday CRM reviews. Helps users determine sales goals by calculating potential commission rates.

Based on 220 monday CRM reviews. Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates. 257 reviewers of monday CRM have provided feedback on this feature.

Based on 244 monday CRM reviews. Generates reports with customizable fields to further understand employee performance.

Based on 273 monday CRM reviews. Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool. 245 reviewers of monday CRM have provided feedback on this feature.

Integrates with CRM and financial systems to help determine goals 252 reviewers of monday CRM have provided feedback on this feature.

Organizes team members by roles, activities and objectives and weighs tasks by importance. This feature was mentioned in 244 monday CRM reviews.

As reported in 198 monday CRM reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Allows users to generate text based on a text prompt. This feature was mentioned in 302 monday CRM reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 131 monday CRM reviews.

Based on 51 monday CRM reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 51 monday CRM reviews.

As reported in 49 monday CRM reviews. Works across multiple software systems or databases

As reported in 51 monday CRM reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation 51 reviewers of monday CRM have provided feedback on this feature.

As reported in 51 monday CRM reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 51 reviewers of monday CRM have provided feedback on this feature.

As reported in 28 monday CRM reviews. Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation This feature was mentioned in 28 monday CRM reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 27 monday CRM reviews.

Capability to perform complex tasks without constant human input This feature was mentioned in 23 monday CRM reviews.

As reported in 23 monday CRM reviews. Ability to break down and plan multi-step processes

As reported in 23 monday CRM reviews. Works across multiple software systems or databases

As reported in 23 monday CRM reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation 23 reviewers of monday CRM have provided feedback on this feature.

Based on 23 monday CRM reviews. Anticipates needs and offers suggestions without prompting

As reported in 23 monday CRM reviews. Makes informed choices based on available data and objectives