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Monday CRM is one of the most effective project management collaboration solutions on the market today. This software was founded in 2012 and its founders are Roy Mann, Eran Kampf and Eran Zinman. The company has its headquarter in Israel. With Monday CRM, you can streamline and manage all of your work while ensuring that every client receives the specialized care they require. You can select the appropriate view to keep track of your client relationships, the number of transactions handled by each customer success representative, or any other report that will make your job easier.

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Monday CRM, a fully customizable no-code CRM that centralizes your sales & client interactions, is best for small-to-mid organizations. Progress tracking, an incentive program, and a user-friendly interface are some further standout Monday.com CRM features. To centralize your complete sales pipeline, Monday.com offers an open API and numerous native CRM connections with well-known programs like Outlook, Gmail, Excel, DocuSign, Salesforce, and Shopify.

FEATURES

  • Monday CRM’s user interface differs from that of its rivals. The bright style of the Monday.com CRM interface makes it easy to understand the state of the leads and lets you immediately determine whether any of them have any open actions.
  • By dragging and dropping, you can move leads between tables or to different spots within a table.
  • Monday CRM includes marketing automation.
  • CRM includes project management and social media management capabilities.

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