CRM monday.com

The monday.com CRM allows you to improve the quality of your customer service, accelerate your sales process, and maximize customer satisfaction.

As a certified Silver Partner of monday.com, SMC Consulting supports you in implementing and optimizing the solution.

CRM monday.com

They made the choice of monday.com

Decathlon the choice of Monday.com
Coca-Cola the choice of Monday.com
Carrefour, the choice of Monday.com
Loreal the choice of Monday.com
Zalando the choice of Monday.com
Hello Fresh the choice of Monday.com
The New York Times the choice of Monday.com

+200

clients accompanied

98%

of satisfied customers

10

certifications obtained

7

years of experience

They talk about us

Manage your sales pipeline in one place

The monday.com CRM solution allows you to manage your sales pipeline efficiently and in one location. You can track the status of each deal, assign tasks to your team, and set sales goals.

With a comprehensive view of your pipeline, you can make informed decisions and achieve your objectives.

Manage your sales pipeline in one place​
Track interactions with your customers

Track interactions with your customers in real time

Track customer interactions in real time with monday.com. Record all contacts, calls, emails, and appointments in one place, and always stay up to date on the progress of your projects.

With a holistic view of your pipeline, you can make informed decisions and achieve your goals.

Analyze and measure your performance

Analyzing your performance is essential to improve your business and achieve your goals. monday.com’s CRM solution allows you to track your results in detail to improve your strategy.

You can also set key performance indicators (KPIs) to track your progress and identify opportunities for improvement.

Analyze and measure your performance​
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Manage your customers more efficiently and faster with monday.com

Find out the average time you could save with a CRM that is truly tailored to your business activities.

A CRM for all stakeholders in business relationships.

With monday.com, you can manage your sales pipeline very efficiently, you follow prospects at each stage of their buying journey, from their first interaction with your company to the signing of the contract.

You can also plan and track your team’s sales activities, which allows you to identify the strengths and weaknesses of your sales process.

This increased visibility allows you to make informed decisions to improve your sales process and increase your sales.

Indeed, by having a clear view of the entire sales process, you allocate your team’s resources more efficiently.

Companies that have effective sales pipeline management have an average growth of 15%, thanks to monday.com, you can achieve this growth and even exceed it by improving the management of your sales pipeline.

monday.com improves your customer relationship management process in several ways, it allows you to centralize and efficiently manage information about each customer, which can help you avoid double data entries and errors.

It also gives you complete visibility into sales pipelines, which can help you identify opportunities and track their progress.

Additionally, monday.com allows you to collaborate in real-time with your team, which helps you work more efficiently and make decisions faster.

With monday.com, tracking leads and sales opportunities has never been easier.

By centralizing all information related to your leads on a single platform, you can track their journey efficiently and plan sales actions to convert them into customers.

You will also benefit from a dashboard to track your team’s sales performance to identify their strengths and weaknesses.

By correcting these weaknesses, you can increase your conversion rate and win more business.

Companies that have good lead management have a 47% higher conversion rate (Source: Aberdeen Group).

monday.com gives you the opportunity to reach this level of conversion thanks to efficient management of leads and sales opportunities that is simplified and clearer.

With monday.com as your CRM, you can easily manage support tickets and customer complaints.

By centralizing all information on a single platform, you track each support request and ensure fast and personalized follow-up to resolve your customers’ issues.

You can also identify trends and recurring issues to improve your after-sales service.

With monday.com, you improve customer satisfaction and reduce support costs, which will result in increased loyalty and a better reputation for your company.

According to Harvard Business Review, 70% of customers will buy from a company again if their issues were resolved satisfactorily.

By choosing monday.com, you provide exceptional customer service while reducing support costs.

Customer support is a crucial part of your customer satisfaction.

With monday.com, you can give your customer support team an all-in-one solution to:

  • track customer requests,
  • assign tasks,
  • track responses and resolutions in real-time.

All this in a transparent way, allowing you to identify trends and recurring issues.

By providing fast and efficient customer support, you improve customer satisfaction and strengthen your company’s reputation.

As a customer retention manager, you know that customer satisfaction is essential to the success of your business.

That’s why monday.com is the perfect tool to help you centralize all your customer interactions in one place, providing a personalized and consistent experience.

With monday.com, you can enjoy several benefits, including:

tracking each customer’s history,
past interactions
individual preferences.
In addition, creating automated workflows for customer follow-up tasks, such as follow-up calls and satisfaction surveys, will help you reduce the time spent on these tedious tasks by an average of 30%.

You can also manage customer issues in real-time to provide a quick response and a quality customer service experience.

With monday.com, you can significantly improve your customer relationship management to provide a personalized and satisfying experience to your customers.

So, don’t hesitate any longer and adopt monday.com now to boost the growth of your business!

Connect all your
business tools

Offer a personalized customer experience

Offer a personalized customer experience

By centralizing all your customer information, you gain a better understanding of their needs and can provide a personalized experience with every interaction.

By offering better customer relationship management, you optimize your retention strategy.

Automate to save time

Analyzing your performance is essential for improving your business and achieving your goals. The monday.com CRM solution allows you to track your results in detail to enhance your strategy.
You can also set key performance indicators (KPIs) to monitor your progress and identify opportunities for improvement.

Automate to save time​

Powerful features

Lead management
Contract management
Contact management
After sales service
Sales operations

Want to enjoy a personalized demo of monday.com with an expert?

Various use cases

Optimize your sales process by centralizing all information in one platform with monday.com. Easily set up your templates so your team can close deals even faster and more efficiently.

To manage complex deal cycles and large contact lists, monday.com offers a comprehensive solution that lets you save your contacts and tasks in one place, with automated reminders and optimized workflows. Manage your customer relationships efficiently from the beginning to the end of each contract.

With monday.com, you can easily import and manage all your contacts, whether they are incoming or existing customers, and organize them according to different criteria such as customer type, priority, contact information, etc. Never miss an opportunity with automatic notifications that alert your sales team members.

Centralize all information about your leads and sales opportunities in one place with monday.com. Easily view the progress of each lead and prioritize opportunities more effectively with our CRM solution.

Improve your project management and that of your clients with monday.com. Calculate billable hours, get an overview of your projects at a glance, optimize your workflow and coordinate your entire team efficiently.

Optimize your real estate transaction management with monday.com. Centralize your contacts and lists in a single database, automate your reminders and close more deals with an optimized workflow.

Optimize your insurance customer relationship management with monday.com. Track claims, quotes, policies, and customer interactions in real-time.

Learn more about monday.com insurance CRM.

Monday Silver Partner

An expert agency on monday.com

We are a consulting and services agency specialized in the implementation of no-code/low-code SaaS software.

As a certified Silver monday.com partner, we support companies of all sizes to address needs and challenges such as project management, business relationship management, sales, and human resources.

Monday Silver Partner

An expert agency on monday.com

diverse-business-executives-strategic-planning

We are a consulting and services agency specialized in the implementation of no-code/low-code SaaS software.

As a certified Silver monday.com partner, we support companies of all sizes to address needs and challenges such as project management, business relationship management, sales, and human resources.

Facility

We install and configure your monday.com account to have a healthy foundation to start in the best possible way.

Optimization

We monitor and optimize your account so that you can benefit from all the latest features of the platform.

Training

We share our experience and expert knowledge with your teams to fully master the solution.

Certifications that attest to our expertise.
Advanced Workflows
Account Management
Professional Services
Customer Success
Monday.com product

Our Success Story

Logo-Altavia

Altavia Aura is the leading communication agency in the Auvergne-Rhône-Alpes region and has over 120 employees.

Altavia turned to our services to implement the monday.com solution and create a collaborative platform to facilitate their exchanges with large companies around the world.

Jessica B.

5 start

Altavia

“Professional and efficient, the team managed to adapt to the size of our company to deploy the monday.com solution within several of our business units.”

Like Altavia, trust our
experts to support you.

monday.com made it easy to interact with their various clients and automate their project management.

Quality support

Our client needed a collaborative platform to work with major accounts across the world.

monday.com made it easy to interact with their various clients and automate their project management.

Many automations have been implemented to assign and notify all collaborators at key moments.

The solution

We created a complete shared table with 30 people and restricted access so that each collaborator only had access to the information concerning them.

Many automations have been implemented to assign and notify all collaborators at key moments.

Their positive feedback about us motivates us every day to support new clients on various issues.

Approval

Altavia has won a major contract with one of the 40 largest French companies. They now have a complete view of the various internal processes and save valuable time to focus on what is truly important.

Their positive feedback about us motivates us every day to support new clients on various issues.

Recognized
by professionals

monday.com has been regularly recognized for its quality and efficiency. Below are the badges received
on G2, a leader in evaluating and ranking business management tools.
Recognized by professionals​
Recognized by professionals​
Recognized by professionals​
Recognized by professionals​

Want to enjoy a personalized demo of monday.com with an expert?

FAQ

monday.com is a customer relationship management (CRM) tool that helps you centralize and efficiently manage all your contacts and interactions. It allows you to track leads, automate tasks, communicate in real time, and have complete visibility on each customer, which can improve your sales process and strengthen your customer relationship management.

monday.com can improve your customer relationship management process in several ways. It allows you to centralize and efficiently manage information about each customer, which can help you avoid double data entry and errors. It also gives you complete visibility into sales pipelines, which can help you identify opportunities and track their progress. Additionally, monday.com allows you to collaborate in real-time with your team, which can help you work more efficiently and make decisions faster.

Key features of monday.com CRM include lead tracking, task automation, real-time communication, centralized customer information management, real-time data analysis, real-time collaboration, integration with other tools and applications. In addition, monday.com has a user-friendly and customizable interface, which can help you quickly find the information you need and work more efficiently.

Of course, monday.com can handle the most complex sales processes. With its customization power, the solution can adapt to most unique sales pipelines, whether with custom stages, detailed dashboards, automations, etc. If you want to be sure, do not hesitate to contact us to enjoy a personalized demo.

There are several ways to import your existing customer data into monday.com. You can use a .csv or .xls file like Excel or Google Sheets to transfer the information, or connect monday.com directly to your database or other business tools. monday.com natively offers a multitude of out-of-the-box integrations with the leading tools on the market to make your migration easier.

monday.com offers many integrations with other tools and systems, including popular platforms like HubSpot, Airtable, Slack, Google Calendar, Mailchimp, Typeform, Stripe, and more. Integrations help sync data between monday.com and external tools, centralizing information, eliminating repetitive manual data entry, and improving workflow flow.

monday.com keeps the team informed and coordinated in real-time through live updates, comments, assignments, and notifications. It is also possible to chat in real-time with team members through comments directly on tasks or projects.

es, monday.com is available on both desktop and mobile devices, allowing you to access its interface and all your data while you’re on the go. You’ll be able to access your workspace by logging in directly on a browser or through the apps.

Yes, monday.com offers dedicated support to help users get the most out of their experience. In fact, monday.com’s customer support is considered one of the best in the industry in terms of responsiveness and quality. There is also a large user community and online resources to find answers to any questions.

Many companies use monday.com as their CRM software. We can cite some major references such as Airbnb, Uber, Shopify, Amazon, Dropbox, WeWork, Verizon, HubSpot, Upwork, Samsung etc.

Our agency has supported companies of all sizes and sectors in setting up and optimizing their monday.com CRM. Whether you are an SME or a large account, the solution meets all the issues you may encounter and in very varied sectors.

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