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Glossary>CRM>Monday.com Crm

Monday.com Crm

Monday.com CRM is a customizable customer relationship management tool designed to streamline sales processes, manage leads, track customer interactions, and automate workflows. It provides a visual and collaborative platform for teams to organize and optimize their sales pipelines, ensuring efficient communication and task management.

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About Monday.com Crm

Monday.com CRM was developed as part of the Monday.com Work OS, which was launched in 2014. It was created to address the need for a flexible and visual project management tool that could be adapted for various business processes, including customer relationship management. The platform aimed to improve team collaboration and streamline workflows by providing a customizable interface for managing sales pipelines and customer interactions.

Strengths of Monday.com CRM include its highly customizable interface, visual project management features, and ease of use. Weaknesses include limited native CRM-specific functionalities compared to dedicated CRM systems and higher costs for advanced features. Competitors include Salesforce, HubSpot CRM, Zoho CRM, and Pipedrive.

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How to hire a Monday.com Crm expert

A Monday.com CRM expert must have skills in workflow automation, data management, and dashboard customization. They should be proficient in using Monday.com's API for integrations, creating and managing custom boards, and utilizing advanced features like automations and integrations with third-party tools. Familiarity with project management principles and CRM best practices is also essential.

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