Forbes recently reported a monday sales CRM's stock rise because this platform managed to drive 25,000 new accounts. In May 2024, the number of paid customers with more than ten users shot up by 18% since the previous year.
Goldman Sachs praised the CRM monday platform and predicted better market opportunities. It was also named a “Gartner Magic Quadrant Leader” in three reports.
Why do you think monday.com gained such popularity last year? It’s all thanks to the unique features and robust vision they had. Let’s learn about the 2024 monday CRM roadmap in detail.
monday.com’s Strategic Vision: What Motivated Them?
The team at monday.com understood that traditional work management software wasn’t able to meet today’s technical demands.
The productivity apps market is supposed to grow at a 9.1% CAGR between 2021 and 2028. Similarly, project management apps will have a CAGR of 15.7% between 2023 and 2030.
Unlike the CRM system monday, older software can no longer execute what businesses are looking for. In turn, they cannot fulfil their potential, limiting their operational ability.
These include:
Rigid off-the-shelf point solutions: Small and medium-sized businesses can use this, but this software doesn’t enable scaling.
Complex enterprise software: Huge maintenance, implementation costs, slow changes, and more.
These systems will slow any business down, irrespective of their industry or size. That’s where monday.com comes in with its suite of CRM and Work Management products.
What Makes monday.com Stand Out?
The team at Fruition Services understands that the monday.com API is built like no other. It’s truly unique. Here’s what we deduced:
The platform is built to fit all WorkOS products sharing a code base.
Customers get full control by adopting the software on their own.
monday CRM and other products can help businesses scale up.
Unlike traditional work management software, the monday platform is flexible, customisable, and offers users full control.
monday Sales CRM Features: The 2024 Roadmap
monday CRM is loved by thousands of users because it’s made for the people and not the other way around.
In many monday sales CRM reviews, you’ve probably seen the highlighted capabilities of this software. They include the following:
Lead management
Activity management
Pipeline management
Guided selling
Visualisation and Analytics
Opportunity management
Data and forecasting management
Account and contract management
Proposal and quotes
Platform integration
Cross-team collaboration
That being said, 2024 was a year filled with new and improved releases for the monday CRM product. Here, we’ll round up the features released in 2024, adding to the popularity of monday as a CRM.
#1. monday Mobile CRM
Reports have proven that 66% of employees work regularly using their smartphones and mobile devices. What if you can use CRM features in the small screen?
The CRM tool monday has a mobile interface for making and receiving calls or emails (captured as activities). It also offers a visible timeline for past and future activities, call summaries, and more.
To make the workflow accessible when using CRM tools, monday.com made their mobile view more intuitive. The revamped monday.com mobile CRM item page makes it easier to update and access information at a glance from anywhere.
Dated: June 5th
#2. Data Visualisation on monday.com
monday CRM has always been an intuitive and highly visual interface. Examples include customisable dashboards, data visualisation capabilities, contextual colours used for visual boards, drag-and-drop features, and different views.
In 2024, the following monday CRM features were upgraded:
CRM Item Page
On November 15th, an upgraded version of the monday CRM item page was released. It showed a large pop-up window where users can now view all the item card widgets. This provides more space for updating and seeing deals, accounts, contacts, etc.
Deal Stages
The monday sales CRM product released a new reporting tool on December 21st. This feature makes it simple to follow the flow of any deal’s stages, from new or won to lost. With this wider format, users can now visually keep track of their customer interactions and monitor sales pipelines.
Sales Funnel
The new and improved visual funnel charts let you understand the pipeline conversions better. You get to see the drops in different stages from lead to closed-won.
monday CRM lets you get a sales-specific pipeline overview since 3rd April. This new feature uses a Kanban view specifically built for sales to check the total value of deals and identify bottlenecks.
Sales Leaderboard
You can now use the Leaderboard widget to visualise sales representative performances. It will help the admin team monitor their employees within each deal stage, compare their success rates, and understand who needs support.
#3. Emails & Activities
Business News Daily highlights how important email marketing can be to reach your potential customers. For instance, CRM users can combine the data captured with their email marketing campaigns to offer the right content to the right people.
The monday.com understood this and introduced the emails & activities features to streamline and enhance interactions. Users can send and receive emails on the platform with simple integrations and document everything to generate data.
Recently, a few email features were upgraded.
AI Assistant on Emails & Activities
On September 18th, the monday team introduced the gradual release of the AI assistant within monday CRM’s emails & activities. It’s essentially an email composer that helps you:
Generate perfect customer-facing emails using prompts and templates
Use user input to generate emails based on the data present.
Enhanced Email Account Permissions
Your entire team can now use a collective and one shared inbox to keep conversations streamlined and accessible. monday CRM users can also share emails and activities on a team, company, or person level. This allows additional flexibility, security, and control.
Mass Emailing
Throughout 2024, the mass emailing feature on the CRM system monday witnessed new releases and upgrades. Some of them include the following:
Distribute thousands of emails with one click and minimal effort by using automations.
Analyse the performance of your mass emails and test out the campaigns to catch errors.
Schedule your emails to deliver personalised email blasts to customers with ease.
Track your email performance and use email templates to boost engagement with your prospects.
HTML Email Editor
August 29th marked the release of a new feature that allowed monday sales CRM users to fully customise and brand their emails. You can embed an HTML code within the email editor, get an immediate preview of the changes, and more.
Email Sequences
monday CRM released the email sequencing feature that helps users manually enrol and unenroll customers to a sequence. You can monitor the sequence conversion success.
Users can also build an outreach machine with this. It includes customer follow-ups and leads nurturing to drive engagement. For example, you can create sequences using automated emails and task reminders to drive more engagement.
#4. Mandatory Fields App
As part of the apps and integration features on monday sales CRM, the company released the Mandatory Fields app. With this, users can ensure they don’t miss out on any essential data.
It requires you to fill out specific columns before progressing. As a result, this app can enhance data input accuracy across different boards. Consider this as a conditional status change where you set required fields per status to ensure all relevant data is inserted.
#5. Integrations
Reports suggest that 73% of companies used a CRM software in 2024. But one of the reasons 225,000 people choose monday.com is its integrations. Here are some updates and new releases monday CRM integrations got:
Calendar Integrations
The CRM system on monday introduced calendar integrations on May 6th. With this feature, users get to connect Google Calendar and Outlook to track virtual and physical meetings. You can also view events on attendees’ timelines.
Zoom Integrations
As of June 20th, monday CRM users can now fully integrate Zoom into their emails & activities timeline. With this, you can track every meeting (in person and virtually) to gain a better picture and ensure better follow-up rates.
You can add full transcripts, summaries, and recordings of Zoom meetings on the activity timeline. Zoom AI will surface key details with conversational intelligence after meetings for instant highlights, action items, and takeaways.
Other Updates and Changes on monday CRM in 2024
Last Lead Activity
On 16th July, the monday.com team upgraded the lead activity feature. You can now instantly understand the last lead activity using an integration recipe. Every time an email or activity gets captured, this will automatically update a Date Column.
Quick Item Creation
This feature was deployed to 100% with bug fixes. It helps you create connected board items from a monday Form.
Quotes and Invoices
An updated version of this feature will now let users create quotes and invoice templates using the "Bee-free" SDK. As a result, you can share them with customers, manage or export past ones, and generate itemised quotes and invoices.
Auto-Enriched Company Data
Back on January 19th, monday CRM introduced auto-enriched company data that lets you get a full picture of your company information. You can automatically access industry and employee size on every account.
It will use data from Crunchbase to help you target the right company and inform outreach. For example, it will auto-complete the company name, automatically update six fields, and offer leads-based enrichment for monday Enterprise users.
What’s to Come in 2025 on the monday CRM Tool?
monday.com is trying to navigate the future of work for every organisation out there. Here are a few features that might get upgrades in the coming months:
Email Marketing Campaigns: This feature will become a robust tool to help monday CRM users send mass emails, use an HTML editor, and more.
Sales Reports: It will help you with pipeline tracking, E&A dashboards for calls and emails, progress towards goals, etc.
Timeline AI Summary: This monday CRM feature will help you extract sentiment, suggest next steps, predict failure or success, and more.
Apart from these, you’ll probably see upgraded features like financial app integrations, contacts enrichment, timeline engagement columns, and sales activity reports.
How Can Fruition Services Help monday CRM Users?
With all that’s going on, using the monday CRM platform can get overwhelming for first-time users. That’s where the team at Fruition Services comes in.
With the help of monday CRM implementation partners and consultants, you can:
Customise this platform to meet your unique business requirements.
Map company data for precise information transfer and integrations.
Access comprehensive support and proper monday.com training.
Strategic optimisation of monday CRM and ROI maximisation.
Fruition Services is a certified monday CRM expert with a proven success rate across 200+ monday CRM implementations, migrations, and integrations. We’ll help you seamlessly switch from existing CRM systems to monday.com.
Do you want our assistance from planning to execution on the monday CRM tool? Feel free to reach out!
FAQs
What is monday CRM roadmap 2024?
In 2024, the monday CRM executives highlighted plans and released updates to provide a better experience to their user base. The roadmap is to help everyone get a clear idea of what the year has in store for them. For instance, this WorkOS platform released more standardised tools to help companies control work management, create workflows, improve reporting, enhance visualisation, and deal with the sales pipeline on a single database.
Is monday a free CRM?
Yes, monday sales CRM offers a 14-day free trial. Once that’s over, users must purchase an appropriate monday CRM pricing plan to access full features. The Basic plan costs USD 12 per seat per month. Similarly, the Standard plan is USD 17 per seat per month and so on.
Why is monday CRM so successful?
Many monday CRM reviews on Gartner report this software to be user-friendly and easy to use, unlike others of its kind. It’s highly customisable, ensuring users get full access to flexible columns, views, detailed subitems, and more. The visual database and interface let you keep track of the sales pipeline. Moreover, powerful automations reduces the time wasted on manual tasks.
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