Updated 04/27
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Monday CRM https://monday.com/
Monday CRM

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Monday CRM

https://monday.com/

​monday.com is a versatile work operating system (Work OS) that combines project management, CRM, and workflow automation into a single, highly customizable platform. Its intuitive interface and robust feature set make it a popular choice for teams across various industries, including real estate, marketing, and software development.

Key Features
Customizable Workflows:
Tailor boards with various column types, including status, text, numbers, and dates, to fit your team's specific needs.​

Multiple Views: Visualize work through Kanban boards, Gantt charts, calendars, and timelines to gain different perspectives on project progress.​

Automation: Automate repetitive tasks with "if-this-then-that" logic, such as sending notifications or moving items between boards.​

Integrations: Connect with popular tools like Slack, Google Workspace, Microsoft Teams, and Salesforce to streamline workflows.​

Collaboration Tools: Utilize built-in communication features, including updates, mentions, and file sharing, to enhance team collaboration.

Monday.com stands out as a comprehensive and flexible platform that caters to a wide range of business needs. Its combination of project management, CRM capabilities, and automation tools make it a valuable asset for teams looking to enhance productivity and collaboration. While the pricing structure may pose challenges for smaller teams, the platform's robust features and scalability offer significant value for growing organizations.​


MyRealEstateGeek.com Pros for Monday CRM
Offers an intuitive and visually appealing design that simplifies navigation and reduces the learning curve
Adaptable to various workflows, allowing teams to create structures that align with their processes
Provides advanced reporting and analytics tools to track performance and inform decision-making
Suitable for teams of all sizes, from small businesses to large enterprises, with features that support growth

MyRealEstateGeek.com Cons for Monday CRM
Requires a minimum of three users for paid plans, which may not be cost-effective for smaller teams or individual users
The free version offers basic functionality, with more advanced features reserved for higher-tier plans


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