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What is monday sales CRM?

Leveraging the adaptable low-code/no-code platform of monday.com, WORK OS, the monday sales CRM offers a fully customizable solution that enables business owners and sales teams to efficiently oversee all facets of their sales cycle and customer information in a singular, centralized system. Users can effortlessly capture leads from various sources, manage contact information with ease, and monitor the status of every deal, ensuring that no potential opportunity is overlooked. With the ability to create tailored dashboards, teams can confidently analyze their data and gain a comprehensive view of sales activities and performance, allowing for the optimization of processes or strategic adjustments without requiring IT knowledge. The monday sales CRM significantly reduces hours spent on repetitive tasks by automating manual processes through no-code solutions and seamlessly integrates with existing tools used by sales teams. Additionally, it supports the nurturing of client relationships by facilitating the management of post-sale activities, including onboarding and project oversight, while allowing for the effortless generation of personalized invoices and quotes. In contrast to conventional CRMs, monday sales CRM stands out as an exceptionally user-friendly platform, ensuring that sales teams are equipped with a CRM they genuinely enjoy using, thereby enhancing overall productivity and engagement. Moreover, the system's flexibility ensures that it can evolve alongside the changing needs of the business.

What is Champify?

Champify is a robust platform designed to enhance revenue generation by monitoring job changes among your users, champions, and customers, allowing for the establishment of a network of individuals who are already acquainted with your products. By tracking these employment transitions, it equips go-to-market teams with the ability to leverage established relationships, turning them into potential new business opportunities that have a greater chance of conversion. The seamless integration with Salesforce facilitates the efficient management and updating of contact information. Numerous users have recounted their successes, with some even achieving meetings within merely thirty minutes of registration, resulting in a considerable surge of new opportunities based on the insights provided by the platform. Notably, former customers are five times more inclined to engage positively with outreach efforts and evolve into qualified leads when compared to traditional outbound strategies. Additionally, Champify allows you to harness first-party data regarding the interactions customers had with your business and the team members they worked alongside, which can provide invaluable context. Furthermore, it enables you to track contacts who have departed, refine your buying committee insights, and employ AI to uncover any missing buyer personas, thereby optimizing your outreach strategies. Ultimately, Champify not only simplifies your workflow but also deepens your comprehension of customer dynamics, paving the way for more meaningful engagements. This makes it an essential tool for any business looking to expand its influence and drive sales effectively.

Media

Media

Integrations Supported

Google Calendar
LinkedIn
Salesforce
Slack
Aircall
Catalyst
Demandbase
Distribution Engine
Facebook Ads
Gainsight
Gigopost
HubSpot Customer Platform
Jira
Outreach
PandaDoc
Salesloft
Schedule It
Snowflake
ThinkOwl
Twilio

Integrations Supported

Google Calendar
LinkedIn
Salesforce
Slack
Aircall
Catalyst
Demandbase
Distribution Engine
Facebook Ads
Gainsight
Gigopost
HubSpot Customer Platform
Jira
Outreach
PandaDoc
Salesloft
Schedule It
Snowflake
ThinkOwl
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

$10 seat / month
Free Trial Offered?
Free Version

Pricing Information

$1,250 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

monday.com

Date Founded

2012

Company Website

monday.com/crm

Company Facts

Organization Name

Champify

Date Founded

2021

Company Location

United States

Company Website

www.champify.io

Categories and Features

Automotive CRM

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Categories and Features

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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