Monday.com

Overview

• Cloud-based SaaS platform with CRM and project management offerings
• Provides access to real time updates between team members.
• Mobile accessibility through the website and app
• User-friendly interface and intuitive features
  • Pre-built templates available for different use cases
• Lots of analytics options (automated charts, reports, productivity monitors)
• Easily adopted by our non-tech savvy client
• Can embed documents and files, and connect apps like the Google Editor Suite and Microsoft Office Suite

CRM Functionality

• Contacts are displayed in a spreadsheet format, where contact information can be directly altered from the main spreadsheet view.
• There is no limit on contact fields, and there are many different types of column types, including text, phone numbers, emails, last updated info, checkboxes, and dropdowns.
• Users can easily sort on group fields, and quickly select up to 500 records at a time. Once multiple columns are selected, any changes made to a record’s data in one field will be reflected in every other selected record.
• Contacts can be filtered based on values within each column type. For example, a text column can be filtered based on whether a record’s value contains or is exactly a given value.
• There is a quick search feature which will find all instances where the input text is located.
• Existing contacts can be imported into Monday from an Excel sheet, including both .CSV and .XLSX file types. Monday allows you to determine how columns are mapped from the Excel file to Monday’s field types.

Costs

• Non-profit pricing: Free for non-profit organizations for up to 10 users, then $10 for each additional user
• Basic tier: $10/user/month
• Standard tier: $14/user/month
• Pro tier: $24/user/month
• Monday offers a 14-day free trial, which can be suitable for groups who wish to experiment with Monday before choosing it for their clients.