This customer data management software also allows you to schedule your emails to be sent when contacts are likely to read them. Sales inbox: improve email marketing using Pipedrive’s customizable email templates or create your own, track every email for open and click rates, and schedule activities from your inbox.You can automatically pull data from social sites to learn more about your prospects through the smart contact data. Automation: you can automate sales activities such as sending personalized emails when a deal is created or triggering specific actions when deals reach a new stage.You can also create pipelines for individuals or teams and turn features on or off. Customizable sales pipeline: define custom fields and stages, drag-and-drop stages to update deals, and measure sales activities.Use the Google Maps integration to know where your contacts are and build context for lead nurturing by including notes and file attachments. Contact management: connect your contacts with their associated deals and get a visual history of their interactions.Sales performance is enhanced through workflow automation, and the in-built AI tool analyzes historical data to generate insights for improved performance. These can, however, be added through integrations. ![]() Since its focus is on closing deals, it doesn’t come with marketing automation or task management tools. Pipedrive is specially built for sales management. Free and basic plans don’t allow branding of forms.No integrations and automations in the free and basic plans.Can manage overall work since the platform is a work OS.You can even add social media integration through Zapier and use automations to launch custom workflows and improve your business processes. Integrations and automations: you can sync data between Monday CRM and tools like Zendesk, Shopify, and Stripe.Use custom dashboards to see client data or pick from eight available data visualization options to get detailed reports and share them with your team. Reports: pull up-to-date reports for insights into your sales pipeline, sales agents’ performance, product sales, etc.Lead management includes linking the leads to marketing campaigns, tracking activities through a timeline, evaluating customer interaction, and offering after-sales support. Lead management: use customizable forms to capture leads on your website and landing pages or import them from other tools.You can log all communication, send emails from the CRM, and connect all customer interactions to your sales pipeline. Contact management: improve customer data management by keeping customer information, documents, tasks, and interactions in a central location. ![]() You can use Workdocs to run brainstorming sessions, discuss projects and transform written text into action items for execution. Workdocs: collaborate on documents using chat tools, boards, and charts, with real-time updates to keep everyone in sync.You can move your customer data into the project management module and collaborate with colleagues on product development, service delivery, or whatever other work you need to do.Īll data, including interactions, is centrally-managed and can be accessed through the mobile app. ![]() Monday CRM is a full-featured CRM with everything sales reps, teams, and managers need to close deals.
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