Using crm monday integrations, you can keep track of the activities of your clients and your sales team. You can even customize your email signatures and personalize emails with the client’s information. You can also create basic quotes and invoices for offline payment.

Monday offers easy integrations with third party software applications. You can add in tools like SurveyMonkey, HubSpot, Facebook Ads, and Mailchimp. You can also set up custom automations. The application makes it easy to create workflows without writing code. The application supports multiple data formats, including JSON, plain text, and form data. It also supports workflows with delays and actions. You can create workflows that execute actions automatically, allowing you to automate your sales process.

Monday also offers easy-to-use project management tools. You can create projects from scratch or use one of the pre-built dashboards. You can also share project boards with other users. You can add a variety of dashboards to your account, including Gantt views, calendar views, and timeline views. You can also add formula columns, and you can use a dashboard with guest access.

Monday also offers an activity tracker to help you monitor your sales strategy. It keeps track of your pre-sale and post-sale activities. You can also use it to prioritize leads and create campaigns. You can even use it to automatically open a project for the order fulfillment department if your sales team wins a deal. You can also use it to send a monthly newsletter.

crm tool monday is designed to be simple to understand and easy to set up. You can customize the software by using drag and drop tools, and it offers a clean interface. It also offers many automations to make repetitive tasks easier to manage. You can also use the application to create simple if-then statements. The application also offers a search everything bar to help you locate specific information quickly.