Work management vs CRM: What’s right for me?

If you’re familiar with the world of monday.com, you know their suite of products is always expanding to help businesses work smarter! It may be confusing and overwhelming to understand which solution is right for you, particularly when it comes to monday.com work management vs. monday.com CRM. Let’s take a closer look at each tool here:

• Work management enables individuals and teams to manage any type of work with ultimate flexibility. It’s the “core” monday.com product and what you get when you open a monday.com account - trial or paid plan. From there, you can add the products that make sense for your organization. 

• monday CRM enables sales teams to manage their entire sales cycle from pre- to post-sales. So, when it comes to managing a sales team, there are unique features and functionalities in monday sales CRM that make sales workflows easier to set up and smoother to run.

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Which product should you use?

There are plenty of teams out there that use Monday work management to oversee their sales pipeline—this isn’t surprising! Work management is a super customizable and powerful platform that can manage any type of work. 

However, we do recommend sales teams use monday CRM to manage sales activities - here’s why:

• There are unique capabilities that are only available in monday CRM, which include mass emailing, the funnel widget, and the leaderboard widget. This list will only continue to grow to include more sales support exclusively for monday CRM customers.

• Workspaces come loaded with pre-made boards called “entity boards,” which include the essentials for running a sales pipeline (e.g., leads, accounts, activities, and more). This makes setting up the stages of your CRM simple and quick.

• Entity boards operate slightly differently from standard monday boards in work management – they’re already interconnected via automations. As your team works together, items will be automatically updated and adjusted. New connections will be created based on activity triggers you set.

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Can monday.com’s work management and CRM work together?

Absolutely! These two products are designed to work seamlessly together so your sales teams can use a CRM, and everyone else can use the monday work management platform they know and love. Both products live under your organization’s monday.com account.

Switching between the two products takes just one click! Teams and departments can still tag each other and communicate with complete visibility, no matter what product they’re using.

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The takeaway:

Monday work management is the core product every user starts out with when they sign up for a monday.com account. Monday CRM has sales-specific features and capabilities that are not included in work management. Monday CRM can be added to your monday.com account so that sales teams can manage their sales pipeline and all of the activities that go with it. 

We recommend using monday CRM as the starting point so you can establish a CRM, which you can then customize to fit your unique sales pipeline that’s specific to your organization. 

If you’re thinking of getting multiple departments or teams on monday.com, we recommend setting up your sales team in monday CRM and then setting up all other teams in monday work management. Because these two products are within the monday.com family, they cohesively work together so your entire organization can work smarter and communicate in one unified workspace!

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Ready to start exploring monday CRM? Our team can help! Contact us today for a free consultation: https://www.orangedotdigital.com/contact-us