CRM Software by Monday.com
Everything you need to know about using Monday.com for your CRM
Why are you here?
Yes, I know that you are probably here because you typed "CRM software by Monday.com" into Google and hit enter.
But why are you REALLY here?
What I mean is, why are you looking for a CRM in the first place?
I am guessing that you are a Small Business Owner facing the following challenges....
There are never enough hours in the day
No matter how hard you work and how smart you are, there are still only 24 hours in the day. (And apparently you are meant to sleep through some of them). So naturally, there is a limit to how much you can get done in a day/week/month/year/career.
You are throwing away fistfuls of money
If you are paying your staff to do something (or not paying yourself to do something) that technology can do faster, better and for less money then you are burning money as well as time.
You have no life
I get it. I am totally obsessed with my Small Biz too.
But you and I know that there is more to life than work. (Remember family, fun, friends?).
And more importantly, taking a break from work, getting some fresh air and exercise or hanging with the fam' will drastically improve your work performance!
And you realise that a CRM might be the solution...
Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
Quote c/o Mr CRM Software Monday
What a good CRM can do for you.
These in my opinion are 4 of the biggest reasons you should be using a CRM.
Developing a better sales/follow-up process will increase your conversion rate and sales by 29%.
Saves you time & stress
A good CRM that connects all your data will save time and stress every single day by making it quicker and easier to find/do what you need when you need it.
Saves you even more time!
A great CRM will offer custom automations that allow you to delegate a lot of your repetitive time-consuming tasks (to a robot!). Huge time saver and also reduces the chance of human error. This CRM software by Monday.com has custom automations by the bucket-load. It's like having a whole tribe of clever elves who work tirelessly behind the scenes for you handling those thousands of time consuming little chores.
Reporting & analytics
One of the most underrated features of a great CRM is good analytics. Analytics are the magic ingredient that will allow you to optimise not just your business processes but also you business itself!
CRM software Monday
Monday.com is a totally custom, incredibly versatile solution that can be configured for almost any business in almost any industry.
Read on for a list of the benefits of using Monday.com as your CRM.
CRM software by Monday.com offers a huge range of native integrations with other market-leading Apps. This means that you can pull data in from your time-tracking App or push data out from Monday to Mailchimp - finally your data is connected and easily accessible.
The beauty with CRM Software Monday style is that it allows you to connect almost any other piece of data in Monday and you can even create/modify one piece of data based on another piece of data. The possibilities this opens up for automations and time-saving are almost endless.
Finally, you can make your data work for you rather than the other way around!
Build It As You Go (Like Lego)
Lego is a really good analogy for Monday.com. Both are comprised of simple colourful blocks - but with them you can build almost anything!
One powerful benefit of this design is that is easy to tweak things as you go. Meaning, you can continually fine tune your Monday.com build to polish it further and further to your needs (or easily adapt to changes in how your business operates).
This means that we cat pretty much build this CRM software by Monday.com with whatever features you want and need.
Find Anything Instantly
Monday.com displays data mostly in boards comprised of columns and rows. The default view of these "boards" shows all data at a glance for total transparency and the ultimate in search functionality. (In fact, much of the time you don't even need to search - because the data you need is "right there").
You can also filter, sort, search and create any view you like for any user you like, allowing you to display the information exactly how you/the user would like to see it.
The ability to find and action data quickly in CRM Software Monday is one of it's simplest and most basic-seeming features but it is unbelievable how powerful and transformative this functionality is for managing your Small Biz.
Every paid Monday.com plan comes with a minimum of 3 users and offers features like internal team chat, assigning tasks/items/anything to users and collaborating on files and documents (including file versioning). This, combined with the ability to read/receive/send emails from multiple Gmail and or Outlook email accounts makes running a team a dream!
Powerful Custom Automations
Monday.com's Automations are incredibly powerful, customisable and totally transparent.
You can automate almost any aspect of your business processes and workflows with these automations.
And it is easy to see at a glance what automations are active for a given board and what these automations do (without having to open or edit them).
Just The Tip Of The Iceberg
There is SO much more that Monday.com can do for your Small Business, I simply don't have enough time or pixels to describe them all here. But hopefully this gives you some idea of how powerful Monday.com is and what a transformation it can offer both you and your Small Biz.
But Appearances Can Be Deceiving
If you don't lift the hood, Monday.com looks like nothing more than a simple - but admittedly very colourful - spreadsheet. Sort of like a Christmasy version of Excel.
Honestly, when I first looked into Monday.com a couple of years ago, I didn't look deeply enough and this is precisely what I thought.
This CRM Software by Monday.com is unlike any other software you have ever used before, it's REALLY hard to define it and it takes a bit of playing with it before you "get it". But trust me, once you "get it", you will be blown away by what this "simple colourful App" can do for you and your Small Biz.
This is why I am offering a Free 60 Minute Consultation to anybody considering signing up for a Monday.com Paid Account.
What we do
We Help Small Businesses Figure Out How Monday.com Can Rock Their World
We are a Small Business Just like you, so we get it. But we are also Monday.com Experts and pretty nifty at a bunch of other amazing Small Business CRMs & Project Management Apps.
We would love to chat with you to learn more about your business and see if we can come up with a solution for you that just might change your life. (In a good way).
At the end of the day we are huge geeks and super passionate when it comes to small business and building better digital systems. So, even if you're not quite ready to take action yet but you'd like to know more about this CRM software by Monday.com...get in touch. We'd love to chat.
Below are just a few of the ways we can help.
Schedule a Free 60 Minute Consultation with us and you will walk away with your own detailed Strategy Report. (Did I mention that it's free?).
Need us to talk you through it? Or do it for you? (Even easier!).
We can help - schedule a Free Consultation and we'll go from there.
This is our secret weapon that will allow you go from Monday.com zero to hero instantly. Poof!! (Magic sound).
Get in touch for more info.
Ready To Learn More?
I'm Patrick Fallon
And I am totally obsessed with Apps for Small Business.
I have spent I-don't-know-how-many-hours over the past 20 years or so researching, installing and mastering various digital systems for both my own businesses and those of my clients.
Now, I have made it my mission in life to help Small Biz Owners just like you to save time, money and sanity with better digital systems. And I have created quite an arsenal of secret weapons to help me (and you) achieve this lofty goal.
These include our Awesome App Database, Curated Plug-and-Play App Collections, a variety of Free and Paid Online Courses, One-on-One Coaching and our Squadron Private Community...and if this isn't enough for you, we have some absolutely game-changing gizmos being released very soon...
As you can probably tell by now,I have some pretty big plans. But if I'm going to pull half of them off, I'm going to need your help. After all, both Apps and People work better together.
So, I would love it if you would join in the conversation over at our Squadron Community or roll up your sleeves and get your hands dirty with our App Database, Online Courses and other features.
Chief Bottle-Washer at BotSquad
Money Back Guarantee
What Are You Waiting For?
There's absolutely NO RISK with our 30-day Money Back Guarantee.
If after 30 days we have not delivered on any of the items covered in our Detailed Strategy PDF, we will work with you to solve the problem.
If we are unable to solve the problem or find a satisfactory workaround for you, we will refund 100% of all monies paid including your deposit.