![]() ![]() Further, monday offers a dedicated CRM template for real estate agents, a sales enablement kit and a sales materials repository. CRM-specific templates enable your team members to organize their contacts, manage leads and create optimized workflows. Template choices include project management and workflow tracking, customer onboarding, support ticket management, invoicing and billing tools, and marketing campaign management. You can set up dashboards in many ways that adapt to unique business needs, or use templates – somewhat similar to the smart list templates in Zendesk Sell – to create new dashboards and sales pipelines quickly. Each folder contains customizable dashboards for tracking leads, cross-departmental projects, campaigns, budgets, timelines and more.įYI: You can import Excel spreadsheets (as well as Google Sheets, Trello and other popular spreadsheet types) into monday, and the software will automatically create a new board and add the data while retaining the original structure. During our demo of the software, we found that customer data is neatly arranged into folders that can represent different departments or aspects of the sales process. We like how monday offers that in spades right out of the box. One of the keys to a successful CRM implementation is ensuring that the software is easy to navigate, regardless of the user’s technical aptitude or previous CRM experience.
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