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Brand: monday
monday CRM helps teams manage leads, sales pipelines, and customer interactions efficiently....Read more
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Customer Data Management (CDM) Lead Management Sales Pipeline Management Collaboration and Communication Integrations See all 
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Customer Data Management (CDM)
Contact Management Store and organize customer contact details. Account Management Track interactions at the company or account level. Customer Profiles Maintain detailed customer profiles for insights. Contact Segmentation Group contacts by behavior, location, or status. Activity History Record and review all past customer interactions, including calls, emails, and meetings. Lead Management
Lead Generation Capture new leads from various channels. Lead Nurturing Automate follow-ups and engagement sequences. Lead Tracking Monitor lead activity and behavior. Lead Qualification Assess lead quality based on criteria to focus on high-potential prospects. Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules. Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising. Sales Pipeline Management
Opportunity Management Track potential sales opportunities. Deal Management Oversee deals through each stage of the pipeline. Quote & Proposal Management Create and send sales proposals. Territory Management Organize and assign sales territories to optimize coverage and performance. Order Management Handle order processing and ensure smooth transaction flow post-sale. Task Management Assign, track, and manage tasks and activities to ensure team productivity and accountability. Deal Rotting Flag and manage deals that are stalling or not progressing as expected. Collaboration and Communication
Internal Communication Collaborate with team members in real-time. Document Sharing & File Storage Store and share files securely. Activity Logging Automatically log every customer interaction. Bulk Email and SMS Send emails & SMS in bulk to leads or clients for promotions or updates. Built-in Dialer Call prospects directly from CRM in just one click to ensure high compliance and productivity. Call Tracking and Recording Track and record sales calls for better analysis and performance review. Integrations
API Access Build custom integrations via API. Calendar Integration Sync with Google/Outlook calendars. Third Party Integrations Connect with tools like Slack, Zapier, etc. Email Marketing Tools Connect CRM with email tracking tools like Mailsuite or LeadSquared for measuring open rates. Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support. Workflow Automation and Management
Workflow Automation Trigger actions based on events. Task Automation  Auto-assign and update tasks. Lead Capture Automation Auto-create leads from forms or emails. Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM. Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria. Security & Compliance
Audit Logs Record all system activities. Audit Trails Track data changes and user actions. Data Encryption Protect data with encryption protocols. IP Whitelisting Restrict platform access to trusted IPs. Role-Based Access Control (RBAC) Limit access based on roles. Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans. GDPR and CCPA Compliance Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy. AI Capabilities
Predictive Analytics Forecast trends and behaviors. Lead and Deal Scoring Use AI to rank sales opportunities. Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently. Analytics and Reporting
Sales Forecasting Predict future sales. Custom Dashboards Visualize key performance metrics. Sales Funnel Analysis Identify pipeline strengths/weaknesses. Conversion Reports Track lead-to-customer conversion rates. Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement. Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs. Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning. Customisable Pipeline Views Create customized views of sales pipeline stages for better oversight. Alerts & Notifications
Customer Interaction Alerts Get notified of customer activity. Event-Triggered Notifications Alerts based on custom events. Custom Workflow Alerts Notify users of workflow updates. Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met. Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase). System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution. SLA Violations Receive notifications when service level agreements are breached or approaching deadlines. Others
Customization Options Personalize layout, forms, and views. Touchpoint Monitoring Track every customer interaction point. Data Import/Export Campaign Management Easily bring in or move data. | Brand Name | monday |
| Information | The monday.com Work OS is a low code- no code platform that democratizes the power of software so organizations can easily build work management tools and software applications to fit their every need. |
| Founded Year | 2012 |
| Director/Founders | Eran Kampf, Eran Zinman, Roy Mann |
| Company Size | 1-100 Employees |
| Other Products | Monday.com |
India
USA
