Customer relationship management is a mouthful. That’s why it didn’t take long for the acronym CRM to take hold. CRMs are all about economically managing customer interactions.
By replacing the administrative layers of spreadsheets, databases, and various apps, CRMs offer an accessibly human way to manage (a lot of!) data.
It's a powerful tool that helps sales, marketing, and customer service teams work smarter. With happy clientele, the perks of a CRM system stretch well beyond your company’s in-house practices. Consider the benefits that are:
- Real-time lead data capture through website interactions.
- Clean visuals that help identify and forecast sales performance.
- More time for sales to nurture leads with automation carrying out administrative tasks.
- More hands-on customer experience that boosts user retention.
If you're looking to streamline lead management and automate internal workflows, using a CRM for your business would make for good business. So how do you know which is the best fit for you? In that spirit, let's take a closer look at popular CRMs Monday and ClickUp to help you find your CRM diamond in the rough.
To kick things off, Monday and ClickUp both offer tools that simplify team management, even for those without technical expertise. Both platforms also provide a range of features that cater to different requirements, affording CRM users the flexibility to experiment with management styles.
What is Monday?
Monday (often stylised monday) is a well-branded CRM solution for customer-facing teams. Monday delivers the industry standard on lead capturing, email sync, sales pipeline oversight, and performance tracking. Salespeople using Monday can definitely look forward to being more hands-on with customers owing to Monday’s CRM handling more redundant customer management tasks.
Monday’s enterprise solution comes with HIPAA compliance and a really well built-out user permissions and security setup, so it’s easy to see how Monday’s sales CRM benefits teams of all sizes.
What is ClickUp?
California’s ClickUp has grown more and more popular in recent years and for good reason: they’re doing a good job over there! The ClickUp CRM touts a project manager focus with account management, sales pipelines, and email consolidation all in one place – all the customer relationship building blocks, if you will.
Nothing if not scalable to include convenience like Google SSO adoption, ClickUp’s CRM software also benefits from 10 free CRM templates with specialisations like commission tracking, Google Sheets and Excel, real estate, and job search. ClickUp is competitively priced with a free version too, so there’s little reason not to test-drive what they’ve on offer in the customer relationship space.
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