Ratings and Reviews 7 Ratings
Ratings and Reviews 0 Ratings
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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 TotalBrokerage?
TotalBrokerage offers a seamless integration with any front-end website, allowing for the acquisition of online leads from diverse channels such as third-party platforms, lead generation websites, Facebook, and custom-designed sites, all of which can be managed and overseen from a unified platform. Its Marketing feature enables users to effortlessly distribute hundreds or even thousands of emails daily to both existing and prospective clients, streamlining the outreach process significantly. By utilizing drip campaigns alongside an intuitive HTML editor, maintaining regular communication with clients has never been easier. The transaction management system provides a centralized location for creating, editing, and storing all necessary documents and forms. Users can also effortlessly track and report on their contacts and vendors while leveraging the activity log for quick access to vital information such as inspections. In addition, commission calculations for agents are automated and customizable to accommodate various structures, whether they are flat, tiered, or based on fees, simplifying complex commission scenarios. The platform also features native integration with Quickbooks Online or Quickbooks Desktop, ensuring that accountants can work without hassle. Users have the capability to meticulously monitor expenses, drilling down to individual transactions or specific vendors, which offers a detailed perspective of financial activities. This comprehensive level of integration and functionality guarantees that all facets of your business are not only organized but also operate efficiently and effectively, promoting a well-structured workflow. As a result, TotalBrokerage stands out as a vital tool for enhancing business operations in the real estate industry.
Integrations Supported
Aircall
Copper
Gmail
Google Drive
IDX Broker
Kixie PowerCall & SMS
Lead Sherpa
Microsoft Teams
QuickBooks Online
Redfin
Integrations Supported
Aircall
Copper
Gmail
Google Drive
IDX Broker
Kixie PowerCall & SMS
Lead Sherpa
Microsoft Teams
QuickBooks Online
Redfin
API Availability
Has API
API Availability
Has API
Pricing Information
$10 seat / month
Free Trial Offered?
Free Version
Pricing Information
$399 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 Location
Israel
Company Website
monday.com/crm
Company Facts
Organization Name
Brokerage Management Solutions
Date Founded
2015
Company Location
United States
Company Website
www.totalbrokerage.com
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
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review