13 migliori alternative a monday CRM per il 2026
Shortlist di alternative a monday CRM
Una valida alternativa a monday CRM offre al tuo team una gestione del pipeline flessibile, automazioni personalizzabili e integrazioni affidabili tra i flussi di lavoro di vendita, marketing e customer success. Se stai cercando opzioni oltre monday CRM, probabilmente desideri una piattaforma all-in-one che supporti la gestione delle attività, il lavoro di squadra e affronti i progetti complessi in modo più efficace. Molte alternative uniscono funzionalità CRM a strumenti di project management, offrendo funzionalità avanzate, reportistica evoluta e persino fatturazione per supportare le aziende in crescita. Questi strumenti sono spesso adatti a piccoli team che richiedono flessibilità senza rinunciare alla funzionalità. Questa lista ti aiuterà a confrontare le migliori alternative a monday CRM per il 2026, così potrai trovare una piattaforma che corrisponda alle tue esigenze operative e favorisca gli obiettivi di fatturato.
Che cos’è monday CRM?
monday CRM è una piattaforma di gestione delle relazioni con i clienti progettata per aiutare i team a organizzare i pipeline di vendita, gestire i contatti e automatizzare le attività ricorrenti. Offre flussi di lavoro personalizzabili, dashboard visive e integrazione con i principali strumenti di business. I team utilizzano monday CRM per tracciare lead, monitorare le trattative e centralizzare la comunicazione, rendendo più semplice la gestione delle relazioni con i clienti e delle attività commerciali in un unico ambiente.
Sintesi delle migliori alternative a monday CRM
Questa tabella comparativa riassume i dettagli dei prezzi delle migliori alternative a monday.com che ho selezionato, per aiutarti a trovare quella più adatta al tuo budget e alle necessità della tua azienda.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for built-in telephony features | Free plan available | From $9/user/month (billed annually) | Website | |
| 2 | Best with email marketing automation | 14-day free trial + free demo available | From $15/month (billed annually) | Website | |
| 3 | Best for simple team onboarding | Free demo + 14-day free trial available | From $13/user/month (billed annually) | Website | |
| 4 | Best with advanced analytics and reporting | 30-day free trial + free plan available | From $25/user/month (billed annually) | Website | |
| 5 | Best for visual sales pipeline management | 14-day free trial available | From $14/user/month (billed annually) | Website | |
| 6 | Best for inside sales teams | 14-day free trial + free demo available | From $35/user/month (billed annually) | Website | |
| 7 | Best for project management capabilities | Free trial available | From $29/user/month (billed annually) | Website | |
| 8 | Best for integrated marketing and sales tools | 28-day free trial + free plan available | From $20/seat/month | Website | |
| 9 | Best for Google Workspace integration | 14-day free trial available | From $29/user/month | Website | |
| 10 | Best with customizable automation workflows | Free plan + 15-day free trial + free demo available | From $14/user/month (billed annually) | Website |
Perché Fidarsi delle Nostre Recensioni Software
Testiamo e recensiamo software RevOps dal 2022. In quanto leader RevOps, sappiamo quanto sia fondamentale (e difficile) scegliere il software giusto. Investiamo in ricerche approfondite per aiutare il nostro pubblico a prendere decisioni più consapevoli nell’acquisto di software. Abbiamo testato oltre 2.000 strumenti per diversi casi d’uso RevOps e abbiamo scritto più di 1.000 recensioni dettagliate.Scopri come manteniamo la trasparenza & la nostra metodologia di valutazione dei software.
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
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QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Recensioni alternative a monday CRM
Di seguito trovi i miei riepiloghi dettagliati delle alternative a monday CRM incluse nella shortlist. Le mie recensioni offrono uno sguardo approfondito su funzionalità, integrazioni e casi d’uso di ciascuna piattaforma per aiutarti a trovare la più adatta a te.
Freshsales is designed for sales teams that want built-in telephony alongside their CRM workflows. It’s especially useful for businesses that rely on outbound calling, follow-ups, and real-time conversation tracking within the same platform. If you need a CRM that combines contact management with native calling features, Freshsales offers a more integrated and cost-effective approach than monday CRM and similar tools. With support for unlimited users, seamless integrations, and strong pipeline visualization, it also fits teams that need flexible work management and scalable, enterprise-level capabilities.
Why Freshsales Is a Good monday CRM Alternative
Unlike monday CRM, Freshsales includes built-in telephony features that let you make calls directly from the CRM. I picked Freshsales because it offers call recording, call notes, and automatic call logging, all within the same platform where you manage your leads and deals. The tool also provides call routing and number masking, which are valuable for teams handling high call volumes or sensitive client information. If your sales process depends on real-time conversations and tracking, Freshsales gives you a level of telephony integration that monday CRM doesn’t match.
Freshsales Key Features
Some other features in Freshsales that may interest you include:
- Visual Sales Pipeline: Lets you track deals through customizable stages using a drag-and-drop interface.
- AI-Based Deal Insights: Surfaces recommendations and next steps for deals using built-in AI.
- Email Tracking: Notifies you when leads open or click your emails sent from the CRM.
- Workflow Automation: Automates repetitive tasks like lead assignment and follow-up reminders.
Freshsales Integrations
Integrations include Freshdesk, PandaDoc, QuickBooks, Xero, Stripe, and more.
Pros and Cons
Pros:
- Visual pipeline with drag-and-drop stages
- AI-based deal insights for sales prioritization
- Built-in telephony with call recording included
Cons:
- Data model limits relationship customization
- Email sequences lack multi-branch flexibility
If your team relies on email marketing as a core part of your customer engagement strategy, ActiveCampaign is worth a close look. This platform combines CRM features with advanced email automation, making it a strong fit for marketing-driven sales teams and ecommerce businesses. Unlike monday CRM, ActiveCampaign lets you build complex, automated email journeys that connect directly to your sales pipeline and contact management, while also supporting visual workflows similar to Kanban boards and timeline planning features like Gantt charts.
Why ActiveCampaign Is a Good monday CRM Alternative
For teams that want to connect sales and marketing in one platform, ActiveCampaign stands out for its email marketing automation capabilities. I picked ActiveCampaign because it lets you design multi-step email workflows that trigger based on contact behavior, deal stage, or custom fields. The platform’s visual automation builder and dynamic content tools help you personalize outreach and nurture leads automatically. This level of automation is especially valuable for businesses that need to coordinate marketing campaigns with sales follow-up, something monday CRM doesn’t offer natively.
ActiveCampaign Key Features
Some other features in ActiveCampaign that may interest you include:
- Lead Scoring: Assigns scores to contacts based on engagement and custom criteria.
- Deal Pipeline Management: Lets you create and manage multiple sales pipelines with customizable stages.
- Site and Event Tracking: Tracks website visits and user actions to inform sales and marketing activities.
- Task Automation: Automates task creation and assignment for sales and support teams.
ActiveCampaign Integrations
Integrations include Shopify, Salesforce, WordPress, Facebook, Slack, Google Sheets, WooCommerce, Calendly, Zendesk, and more.
Pros and Cons
Pros:
- Built-in SMS messaging alongside email campaigns
- Native lead scoring for contact prioritization
- Visual automation builder for complex workflows
Cons:
- Email template editor can be slow to load
- Reporting dashboards lack advanced filtering options
Getting new team members up and running quickly is where Nutshell shines. This CRM is a strong fit for small businesses and sales teams that want a straightforward setup and minimal onboarding friction. Unlike monday CRM, Nutshell keeps its interface and workflows simple, so teams can start tracking leads and managing contacts with little training required.
Why Nutshell Is a Good monday CRM Alternative
For teams that want to get started without a steep learning curve, Nutshell is a strong option. I picked Nutshell because its guided onboarding tools and built-in tutorials help new users get comfortable with the platform right away. The platform’s simple pipeline setup and customizable sales stages make it easy for teams to start tracking deals and contacts from day one. This focus on straightforward onboarding helps businesses avoid the delays and confusion that can come with more complex CRM solutions like monday CRM.
Nutshell Key Features
Some other features in Nutshell that may interest you include:
- Built-In Email Sequencing: Lets you automate follow-up emails to leads and contacts directly from the CRM.
- Sales Reporting Dashboard: Provides visual sales reports and activity tracking for individuals and teams.
- Team Collaboration Tools: Includes shared calendars, notes, and activity feeds to keep everyone aligned.
- Web Form Integration: Captures leads from your website and adds them directly to your pipeline.
Nutshell Integrations
Integrations include Gmail and Google Calendar, Google Sheets, Google Meet, Facebook Messenger, Dropbox Sign, Dropbox DocSend, Dialpad, Calendly, and more.
Pros and Cons
Pros:
- Web form integration for direct lead capture
- Built-in email sequencing for sales outreach
- Guided onboarding with in-app setup checklists
Cons:
- Lacks advanced permissions for complex team structures
- Limited workflow automation compared to monday CRM
Salesforce is a CRM platform built for teams that need advanced analytics and customizable reporting. It’s a strong fit for larger organizations or those with complex sales processes that require deep data insights and tailored dashboards. If you’re looking for a CRM that goes beyond basic tracking and offers granular control over analytics, Salesforce stands out from monday CRM and similar tools.
Why Salesforce Is a Good monday CRM Alternative
For teams that need more than basic reporting, Salesforce offers advanced analytics capabilities that set it apart from monday CRM. I picked Salesforce because its customizable dashboards and in-depth forecasting tools let you analyze pipeline health and sales performance at a granular level. The platform’s report builder allows you to create tailored reports using a wide range of filters and data sources. If your business relies on data-driven decision-making, Salesforce gives you the flexibility and depth that monday CRM doesn’t provide.
Salesforce Key Features
Some other features in Salesforce that may interest you include:
- Opportunity Management: Tracks deals through every stage of your sales process.
- Lead Assignment Rules: Automatically routes leads to the right sales reps based on set criteria.
- Case Management: Manages customer service requests and support tickets within the CRM.
- AppExchange Marketplace: Offers thousands of pre-built apps and integrations to extend platform functionality.
Salesforce Integrations
Native integrations include Outlook, Gmail, QuickBooks, Mailchimp, DocuSign, LinkedIn, Slack, Dropbox, Google Drive, and more.
Pros and Cons
Pros:
- AppExchange offers thousands of add-ons
- Custom report builder supports complex queries
- Advanced forecasting tools for sales teams
Cons:
- Workflow automation setup is not intuitive
- Data storage limits can trigger extra fees
Pipedrive is a CRM platform designed for teams that want a highly visual approach to managing sales pipelines. Sales managers and reps who need clear deal tracking and customizable stages will find its drag-and-drop interface especially useful. If your team struggles with pipeline visibility or wants a more intuitive way to organize deals, Pipedrive offers a focused solution with strong ease of use, the ability to track tasks, and built-in collaboration features.
Why Pipedrive Is a Good monday CRM Alternative
What sets Pipedrive apart as a monday CRM alternative is its focus on visual sales pipeline management. I picked Pipedrive for teams that want to see every deal’s stage at a glance using customizable, drag-and-drop pipelines. The platform’s color-coded progress bars and activity reminders help sales reps prioritize follow-ups and keep deals moving. If you need a CRM that makes pipeline visibility central to your workflow, Pipedrive delivers a clear advantage.
Pipedrive Key Features
Some other features in Pipedrive that may interest CRM buyers include:
- Email Integration: Connects with your email provider so you can send, receive, and track emails directly from the CRM.
- Lead Capture Forms: Lets you create web forms to capture leads and automatically add them to your pipeline.
- Sales Reporting: Offers customizable reports and dashboards to track sales performance and team activities.
- Mobile App: Provides a dedicated mobile app for managing deals, contacts, and activities on the go.
Pipedrive Integrations
Integrations include Gmail, Slack, QuickBooks, Zoom, Trello, Microsoft Teams, PandaDoc, Leadfeeder, JustCall, and more.
Pros and Cons
Pros:
- Built-in email tracking and templates
- Customizable sales stages for unique workflows
- Visual pipeline makes deal tracking simple
Cons:
- Workflow automation is basic compared to peers
- Limited project management features
Sales teams that rely on high-volume calling and outreach will find Close designed for their workflow. This CRM is built specifically for inside sales teams that need built-in calling, SMS, and email tools to manage leads and follow-ups. Unlike monday CRM, Close offers a power dialer and automatic call logging to help reps move quickly through call lists and track every interaction.
Why Close Is a Good monday CRM Alternative
If your team’s sales process centers on outbound calls and rapid follow-up, Close is purpose-built for that environment. I picked Close because it includes a built-in power dialer, automatic call logging, and SMS capabilities, all within the CRM. These features let inside sales reps manage call lists, track conversations, and send follow-up messages without switching tools. For teams that need to maximize call volume and keep detailed records of every interaction, Close offers a focused alternative to monday CRM’s more general project-based approach.
Close Key Features
Some other features in Close that may interest you include:
- Customizable Sales Pipelines: Lets you build and adjust multiple pipelines to match your sales process.
- Email Sequence Automation: Sends scheduled, multi-step email sequences to leads directly from the CRM.
- Built-In Reporting Tools: Provides real-time dashboards and activity reports for tracking team performance.
- Lead Import and Deduplication: Imports leads in bulk and automatically detects and merges duplicates.
Close Integrations
Integrations include Calendly, Gmail, Google Calendar, HubSpot, Microsoft 365, Segment, SavvyCal, Fivetran, Zoom, and more.
Pros and Cons
Pros:
- Multi-step email sequences for lead nurturing
- Automatic call and SMS logging
- Built-in power dialer for outbound calling
Cons:
- Limited multi-channel support
- Limited marketing automation capabilities
Teams that need both CRM and project management in one platform often turn to Insightly. This solution is a strong fit for service-based businesses and agencies that want to manage sales pipelines and post-sale project delivery together. Unlike monday CRM, Insightly connects opportunities, tasks, and projects in a single workflow, making it easier to track client work from first contact through completion.
Why Insightly Is a Good monday CRM Alternative
If your team needs project management built into your CRM, Insightly is worth considering. I picked Insightly because it lets you convert won opportunities directly into projects, linking sales and delivery in one place. You can assign tasks, set milestones, and track project progress alongside your customer records. This approach helps teams manage both client relationships and project execution without switching between separate tools.
Insightly Key Features
Some other features in Insightly that may interest you include:
- Custom Fields and Page Layouts: Lets you tailor records and layouts to match your business processes.
- Workflow Automation: Automates repetitive actions like sending emails or updating records based on triggers you define.
- Email Tracking: Tracks when emails are opened and links them to the right contacts and opportunities.
- Lead Assignment Rules: Routes new leads to the right team members based on criteria you set.
Insightly Integrations
Integrations include QuickBooks Online, Workday, Unbounce, ZoomInfo, WordPress, Slack, Jira, Shopify, Xero, and more.
Pros and Cons
Pros:
- Workflow automation for sales and delivery
- Opportunity records convert directly into projects
- Built-in project management with task linking
Cons:
- Limited dashboard customization for reporting
- No built-in quoting or proposal tools
For teams that want marketing and sales tools in one place, HubSpot CRM brings everything together in a single platform. It’s especially useful for smaller teams that need to manage contacts, automate campaigns, and track deals without juggling multiple systems. If you’re looking for a CRM that connects marketing, sales, and customer data natively, HubSpot CRM offers a user-friendly interface and can integrate with project management software and time tracking tools to support broader workflows.
Why HubSpot CRM Is a Good monday CRM Alternative
If you want a CRM that combines marketing and sales tools in one platform, HubSpot CRM is a strong choice. I picked HubSpot CRM because it offers built-in marketing automation, email campaign management, and sales pipeline tracking—all within the same system. The platform’s contact management and lead nurturing features are tightly integrated, so your marketing and sales teams can work from a single source of truth. For businesses that need unified tools for both functions, HubSpot CRM delivers a level of integration that monday CRM doesn’t match.
HubSpot CRM Key Features
Some other features in HubSpot CRM that may interest you include:
- Live Chat: Lets your team communicate with website visitors in real time.
- Meeting Scheduler: Allows prospects to book meetings directly with your sales team.
- Custom Properties: Enables you to create and track fields unique to your business.
- Sales Playbooks: Provides guided content and templates for your sales reps to use during calls and meetings.
HubSpot CRM Integrations
Integrations include Gmail, Outlook, Google Calendar, Slack, Zoom, Salesforce, Microsoft Teams, Google Meet, WordPress, and more.
Pros and Cons
Pros:
- Email tracking shows open and click rates
- Built-in meeting scheduler links to calendars
- Marketing and sales data sync automatically
Cons:
- Data export options are restricted by plan
- Contact storage limits apply to free plan
If your team relies on Google Workspace for daily operations, Copper is built to fit right into your workflow. This CRM is especially appealing to small and midsize businesses that want deep Gmail, Calendar, and Drive integration without extra plugins. Unlike monday CRM, Copper automatically syncs emails, contacts, and files from Google Workspace, reducing manual data entry and context switching. It also supports managing simple projects, organizing data in a spreadsheet-like view, and handling subtasks with basic task dependencies. With API access for customization, Copper helps teams extend functionality while keeping workflows simplified.
Why Copper Is a Good monday CRM Alternative
For teams that live in Google Workspace, Copper offers a level of integration that monday CRM doesn’t provide. I picked Copper because it automatically syncs Gmail conversations, Google Calendar events, and Drive files directly to your CRM records. You can manage contacts, track deals, and log activities without ever leaving your Google apps. This tight connection helps reduce manual entry and keeps your sales data up to date in real time, with support for calendar views and task lists to organize daily work.
Copper Key Features
Some other features in Copper that may interest you include:
- Pipeline Management: Lets you visualize and manage sales opportunities through customizable pipeline stages.
- Task Automation: Automates repetitive actions like follow-ups and reminders based on triggers you set.
- Reporting and Analytics: Provides built-in dashboards and custom reports for tracking sales performance.
- Mobile App: Offers a dedicated mobile app for managing contacts, deals, and tasks on the go.
Copper Integrations
Integrations include Gmail, Google Calendar, Google Drive, Mailchimp, Google Sheets, LinkedIn, RingCentral, DocuSign, QuickBooks, and more.
Pros and Cons
Pros:
- Built-in workflow automation for sales tasks
- Chrome extension for in-inbox CRM access
- Automatic contact and email syncing
Cons:
- Lacks advanced marketing automation tools
- Limited pipeline customization options
If you’re looking for a CRM that puts automation front and center, Zoho CRM is worth a close look. It’s designed for teams that want to build custom workflows, automate repetitive sales and marketing tasks, and tailor processes to fit unique business needs. For organizations that need more than out-of-the-box automation, Zoho CRM offers flexibility that goes beyond what monday CRM and many other platforms provide, with an intuitive interface, support for docs, and a broader ecosystem of tools. It can also connect with a project management platform to extend workflows across teams, and includes a free version for businesses getting started.
Why Zoho CRM Is a Good monday CRM Alternative
Zoho CRM stands out for teams that want to design and automate their own sales and marketing workflows. I picked Zoho CRM because its Blueprint feature lets you map out custom processes step by step, ensuring consistency across your team. The platform’s workflow automation tools allow you to trigger actions, assign tasks, and send notifications based on specific criteria. If you need a CRM that adapts to your business rules and automates complex processes, Zoho CRM is a strong alternative to monday CRM.
Zoho CRM Key Features
Some other features in Zoho CRM that may interest you include:
- SalesSignals: Provides real-time notifications about customer interactions across multiple channels.
- AI Sales Assistant (Zia): Uses artificial intelligence to suggest the best times to contact leads and predict deal closures.
- Territory Management: Lets you organize sales teams and assign leads based on geographic or business criteria.
- Custom Reports and Dashboards: Allows you to build detailed, visual reports to track sales performance and KPIs.
Zoho CRM Integrations
Integrations include Google Workspace, Microsoft 365, Mailchimp, Slack, Shopify, QuickBooks, DocuSign, WhatsApp, LinkedIn, and more.
Pros and Cons
Pros:
- Custom modules adapt to unique business needs
- Territory management organizes teams by region
- AI assistant Zia predicts sales trends
Cons:
- Advanced analytics require higher-tier plans
- Email integration setup can be inconsistent
New Product Updates from Zoho CRM
Zoho CRM Adds Zia Email Summaries and ABM Updates
Zoho CRM adds Zia Email Summaries for AI-powered email insights and Account-Based Marketing enhancements for improved account targeting and engagement. These updates help teams understand customer interactions faster, manage segments, and optimize marketing workflows. For more information, visit Zoho CRM’s official site.
.Altre alternative a monday CRM
Ecco alcune ulteriori alternative a monday CRM che non sono entrate nella mia shortlist, ma che valgono comunque la pena di essere valutate:
- Keap
For small business client management
- Zendesk Sell
For sales email tracking features
- BIGContacts
For managing contact history timelines
Criteri di selezione delle alternative a monday CRM
Nella selezione delle migliori alternative a monday CRM da includere in questa lista, ho considerato le esigenze comuni degli acquirenti e i punti dolenti correlati alle piattaforme di gestione delle relazioni con i clienti, come la gestione di alti volumi di lead e il monitoraggio delle comunicazioni multicanale. Ho anche utilizzato il seguente schema per mantenere la valutazione strutturata ed equa:
Funzionalità di base (25% del punteggio totale)
Per essere incluse in questo elenco, tutte le soluzioni dovevano soddisfare questi casi d’uso comuni:
- Archiviare e organizzare i dati dei contatti
- Tracciare i pipeline di vendita e le fasi delle trattative
- Registrare chiamate, email e riunioni
- Assegnare e gestire attività per i membri del team
- Generare report di vendita e attività di base
Funzionalità distintive aggiuntive (25% del punteggio totale)
Per restringere ulteriormente la scelta, ho anche cercato funzionalità particolari, come ad esempio:
- Strumenti di chiamata o invio SMS integrati
- Punteggio lead automatizzato
- Automazione personalizzata dei flussi di lavoro
- Inserimento dati o insight basati su AI
- Gestione di pipeline multiple
Usabilità (10% del punteggio totale)
Per valutare l’usabilità di ciascun sistema, ho preso in considerazione i seguenti elementi:
- Navigazione semplice e intuitiva
- Interfaccia dal design pulito e moderno
- Azioni principali completabili con pochi clic
- Dashboard e viste personalizzabili
- Prestazioni reattive su web e mobile
Onboarding (10% del punteggio totale)
Per valutare l’esperienza di onboarding di ciascuna piattaforma, ho considerato i seguenti aspetti:
- Tutorial del prodotto passo dopo passo
- Disponibilità di video formativi e webinar
- Template predefiniti per una configurazione rapida
- Chatbot o aiuto guidato integrati
- Documentazione chiara per la migrazione dei dati
Assistenza Clienti (10% del punteggio totale)
Per valutare i servizi di assistenza clienti di ciascun fornitore di software, ho considerato i seguenti aspetti:
- Disponibilità di chat dal vivo o assistenza telefonica
- Tempi di risposta rapidi alle richieste
- Accesso a un centro assistenza ricercabile
- Forum della community o gruppi di utenti
- Onboarding proattivo o gestione dell’account
Rapporto Qualità-Prezzo (10% del punteggio totale)
Per valutare il rapporto qualità-prezzo di ciascuna piattaforma, ho considerato i seguenti aspetti:
- Piani tariffari trasparenti e flessibili
- Funzionalità incluse in ciascun livello di prezzo
- Disponibilità di prova gratuita o demo
- Nessun costo nascosto o addebiti a sorpresa
- Sconti per fatturazione annuale o team numerosi
Recensioni dei Clienti (10% del punteggio totale)
Per comprendere la soddisfazione generale dei clienti, ho valutato i seguenti elementi durante la lettura delle recensioni:
- Feedback positivo costante sull’affidabilità
- Lodi per la qualità dell’assistenza clienti
- Segnalazioni di carenze o limiti delle funzionalità
- Commenti sulla facilità di adozione
- Percezione del valore rispetto ai competitor
Perché cercare un’alternativa a monday CRM?
Sebbene monday CRM sia una buona scelta come piattaforma per la gestione delle relazioni con i clienti, ci sono diversi motivi per cui alcuni utenti cercano soluzioni alternative. Potresti essere alla ricerca di un’alternativa a monday CRM perché…
- Hai bisogno di strumenti integrati per chiamate o SMS
- Il tuo team richiede automazione avanzata delle vendite
- Vuoi una personalizzazione più dettagliata delle pipeline
- Hai bisogno di report e analisi più approfonditi
- La tua azienda opera al di fuori delle regioni supportate da monday CRM
- Preferisci un CRM focalizzato sulle vendite piuttosto che sulla gestione progetti
Se ti riconosci in uno di questi casi, sei nel posto giusto. Il mio elenco contiene diverse opzioni di piattaforme CRM meglio adattate alle esigenze dei team che affrontano queste sfide con monday CRM e sono alla ricerca di soluzioni alternative.
Funzionalità principali di monday CRM
Ecco alcune delle principali funzionalità di monday CRM, per aiutarti a confrontare e valutare cosa offrono le soluzioni alternative:
- Pipeline di vendita personalizzabili
- Gestione dei contatti e degli account
- Automazione dei flussi di lavoro automatizzata
- Integrazione e tracciamento email
- Monitoraggio delle attività e delle trattative
- Assegnazione dei compiti e promemoria
- Dashboard e reportistica personalizzati
- Moduli di raccolta lead
- Accesso tramite app mobile
- Permessi e controlli di accesso basati sui ruoli