What are the Monday Sales CRM software limitations?
We loved using the Monday Sales CRM, but we ran into some limitations during our research.
For example, the Monday free version of this product doesn’t include all the features that come with paid plans, such as unlimited boards, lead scoring, sales analytics and forecasting, account management, and syncing with Google Calendar. is not.
This means users who need access to these advanced features for overall business success will have to scale up their plans, but it can be difficult and frustrating for those on a tight budget. There is a possibility.
We recommend signing up for a free trial first before deciding if it’s worth paying for.
What makes Monday Sales CRM different from the competition?
Monday Sales CRM includes some unique properties That’s what differentiates you from your competitors.
As I said before, we offer better service at a more affordable price Versatility and Scalability Suitable for both small businesses and large enterprises compared to PipeDrive.
Furthermore, it Offers a free plan This is for users who only need the most basic CRM functionality and PipeDrive only offers users a short 14-day free trial of the service.
Additionally, the platform is very intuitive and easy to use, offering customization options and drag-and-drop functionality. Make it easy to customize your workspace based on your needs.
All these aspects and more make up this product An ideal choice for businesses looking for a comprehensive and budget-friendly CRM platform to manage sales;
Get started with Monday Sales CRM
If you’re ready to use this CRM software, it’s very easy to get started.
All you have to do is Sign up for a 14-day free trial With your Google account or email address!
After doing this, the onboarding process will take some time to complete, so the platform will Helps you customize your account to suit your requirements.
After creating a password and entering your name, you will be asked about your job and why you are considering using our services.
At SBB, I used it specifically at work and said I was the business owner.
Next, they will ask you about yourself. team and company What is the size and what do you care most about when using this product?
In this case, we chose lead management.
Next, before inviting your team to your new account, you will be asked to select the areas you would like the platform to support.
The final step is to name your first board. Ready to start managing sales!
Additionally, if you need a little help learning how to use your new board, you’ll see a “Getting Started” tab. Contains articles and training videos to walk you through the learning curve.
Is Monday Sales CRM easy to learn and use?
In our experience, this product One of the easiest CRM providers to learn and use. The clean and uncluttered interface makes it easy for non-techies to navigate.
Sales managers and teams can help:
- closing the deal
- Track transaction progress
- Sales pipeline monitoring
- Building customer relationships
- Manage contacts and accounts
Plus its collaboration capabilities and live data analytics Ensure sales managers and teams are organized and consistently perform at peak performance.
All in all, I highly recommend Monday Sales CRM to anyone looking for an easy-to-use and adaptable sales CRM.
Monday Sales CRM Customer Service and Support Review
Monday Sales CRM priority customer support is available to resolve any issues. question again problem that you met
Sales representatives can be contacted via email, live chat, or phone. However, it’s important to keep in mind that: The Live Chat feature is only accessible Monday through Friday from 2am to 6pmthe phone option is reserved for billing issues only.
When we had a problem, we decided to contact them by email. Created a ticket with an estimated wait time of up to 10 hours.
However, if there is a high volume of requests, the response may take some time.
That said, the platform It also provides a detailed knowledge base Contains tutorial videos and articles that users can analyze if they need faster results.
The platform’s customer service was slow to respond and could be improved, but we were very impressed with the detailed knowledge base that helped resolve our issues quickly.