Customers can choose from a variety of plans, making it easier for them to find one that works best for them. Let’s take a look at the various options available:
As the name implies, this is the general strategy. It has a few basic functions. Monday.com has a list view as the default. The Kanban board, on the other hand, is limited to meeting the most basic needs.
The Basic Strategy
The standard plan is a step up from the basic one. You get a few more perks, but you’ll pay about 25% more for them. For a small team, the storage limit is around 20GB, and you have access to a limited number of automations and integrations (around 250).
You can also invite others, and the Zoom integration is a huge help. The standard plan offers five views as opposed to the basic plans two. List, Kanban, timeline, calendar, and map views are all included. For international teams, the map view is a great feature. Teams that need to start a new project at the same time will find the timeline view essential.Additionally, the Pro Plan gives you access to two additional views, time tracking, and the ability to keep private boards. When a team bills their clients hourly, the time tracker is a useful piece of software. Using the workload view, a manager can see which team members are overburdened and which ones have additional work that needs to be assigned to them.
Finally, here is what workforce software monday has to offer. You can store up to 1 terabyte of data on this plan. A total of 25,000 integrations and automated processes are allowed under the strategy. There is no limit to the number of guests that can be invited, and they take up very little storage space.
Additionally, the Pro Plan gives you access to two additional views, time tracking, and the ability to keep private boards. When a team bills their clients hourly, the time tracker is a useful piece of software. Using the workload view, a manager can see which team members are overburdened and which ones have additional work that needs to be assigned to them.
The chart view allows you to group tasks, people, and other elements in the visual way you prefer. Monday’s Enterprise plan, on the other hand, adds even more features and better board security to the basic plan.
Monday.com Customer Relationship Management (CRM) in the context of sales
Monday.com’s CRM software allows you to control the complete sales process. You don’t need a specialist to put it up, even if it’s completely adjustable.
If you wish, you may construct your own or oversee the steps of a current agreement. Managing many pipelines at once is also an option. With so much flexibility at your disposal, several clever automations can help you deal with repetitive tasks more swiftly.
In addition, the tool serves as a hub for all forms of communication. In other words, it’s simple to link it to your Gmail or other online communication account. Use it to keep track of your conversations and generate custom email templates.
The fact that it’s free and has a large feature set makes it our pick for the finest free CRM software available.