What is monday CRM?
Categories & Use Cases
Media
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Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.
Top Performing Features
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.2
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Areas for Improvement
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.4
Billing and invoicing management
This includes automated invoice creation and billing.
Category average: 7.6
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
