Learn everything you need to know about the Monday CRM Software.
Our review covers Monday CRM pricing, features, best alternatives, and FAQs.
You can select a topic in our table of contents or keep reading our Monday CRM review from start to finish. In a hurry? Visit the Monday CRM software website now.
The real estate industry is all about working with other people.
Whether you are a real estate agent, broker, appraiser, or another part of the industry, chances are you need to work with others to get the job done.
Over the past few years, real estate agents have been moving their businesses to the cloud. There are many reasons for this, but one of the biggest is that it allows agents to work with others no matter where they are.
Teams, solo agents, and realtors have found that using a cloud-based online collaboration app speeds up communication and makes it easier to get things done.
Nowadays, it’s hard to imagine a business that doesn’t rely on cloud-based software. Gone are the days of being in the office to get work done.
With the right tools, you can now work from anywhere in the world. Especially when remote work is becoming more and more common, businesses must-have tools that make collaboration easy.
That’s where the Monday CRM software comes in.
Before we call Monday CRM the best project management software, let’s read about its different features of it.
Monday is a cloud-based online collaboration app that allows you to work with others no matter where they are. It’s perfect for teams, as well as solo agents and realtors.
Monday CRM software has many features that make it an excellent choice for the real estate industry.
In this Monday.com review, let’s look at what exactly the Monday.com CRM is, how it works, talk about all the features of Monday, and how it can help you work with others in the real estate industry.
What is the Monday CRM Software?
Monday.com is a cloud-based online collaboration app that allows you to work with others no matter where they are.
It allows businesses to create their project management tool and system and makes it easy for teams to collaborate.
Monday allows teams to create perfect workflows like Sales and CRM, sales operations, task management, marketing, HR and REcruitment, project management, and system development.
How Does The Monday CRM Work?
Monday’s Work OS helps teams to manage their workloads and communication. Monday is a cloud-based app that is easy to use. You can access your workflows from anywhere in the world with an internet connection.
The Monday CRM sheets in the OS are called boards; different rows can be customized for different users in the company.
It gives you the option to track, plan, and measure your work. You can use the columns to dedicate the importance of every task started in the sheet-like indicating deadline, priority, and others.
Monday CRM Software Review
We will now take a look at some of the features that Monday has to offer and how they can help you in the real estate industry.
What Features Does Monday CRM Have for Real Estate?
Monday.com has many features that make it an excellent choice for the real estate industry.
Let’s look at what exactly Monday.com CRM Software is, how it works, what features it has, and how it can help you work with others in the real estate industry.
1. Monday CRM Property Boards
Real estate becomes complex if you do not have a system to keep track of everything. Monday can help you create a board for each property you are working on.
This will keep you stay organized, assign properties to different agents without making it difficult and keep you updated on the progress of each property.
2. Monday CRM Uses Maps to Visualize Properties
This feature makes it further easy to keep track of your properties. You can add pins to the map with all the essential information about the property.
Monday also offers a great way to visualize your properties.
3. The Monday CRM Software Helps you Organize Clients Contacts in One Place
Real estate has detailed contact details that need to be managed—for instance, interested clients, clients who have toured the property, and more.
Monday software helps you keep all these details in one place without searching through different email threads or contact lists.
4. You Have Direct Communication Via Property Boards
This is an easy way to communicate with other agents or team members working on the same property.
You can post messages, images, or files related to the property and get direct feedback.
5. Create Personalized Boards With Monday CRM
Apart from the default boards that come with Monday, you can also create your custom boards.
This is great for creating workflows or tracking information specific to you or your team.
6. Monday CRM Dashboard Widget
The Monday dashboard widget offers a quick overview of your most important tasks and deadlines. This is perfect for getting an overview of your work and staying on top of everything.
If you are a real estate manager, you can create many widgets, like a pivot table widget, to compare listing activity and performance.
Secondly, you can create a battery widget that lets you check the progress of each property and see how it compares to the others.
7. Monday Software Has A Professional Interface
It’s easy to use interface and transparency in all your projects and tasks. Monday is like a collection of spreadsheets that can be utilized in different ways.
It’s a tool that teams can manage their workflows and tasks. No matter where they are based, each member can log in, do their part, and update the information, making it easy for all the members to see the progress and the finished product.
Ready to get started? Visit the Monday CRM website.
Monday CRM Software Multiple Project Views
The first noticeable feature of Monday is its multiple views for projects – perfect visualization.
You can have a list view, calendar view, kanban view, or board view. You can have a bigger picture, zoom in view, check all the tasks at a glance, or have a more detailed look at the tasks.
Monday CRM software gives you so many views of every task, making it easy for teams to check, track, monitor, and work on their assigned tasks.
It saves time and keeps everyone updated with the progress.
In short, the screen doesn’t matter. You can view it in a way that makes the most sense to you and your team at the time.
How Does Monday’s Multiple Project Views Feature Benefit Real Estate?
When working with clients, it’s crucial to visualize the project and what’s going on.
With Monday, you can have multiple views of each project and easily switch between them.
This is great for real estate because you can show your clients different aspects of the project and track the progress and update them on what’s going on.
You can also use the different views to help plan out your project.
Monday CRM Built-in Time Tracking Option
Usually, other cloud-based software offers this feature as an add-on or a separate purchase. Monday software has this feature built-in, so you don’t have to waste time and money on something that’s not necessary.
Time tracking helps you understand how much time a certain task or project will take, the complete timeline history, the most time-consuming tasks, what works best for you and others, and more.
The best thing is that you can use this feature easily on the mobile app as well, saving you time and hassle.
Monday’s Time Tracking Feature in Real Estate
Time tracking is essential for real estate because it helps to keep track of the budget, schedule, and time.
On Monday, all of this information is easily accessible and easy to use. You can track how much time each task takes, see the complete timeline history, and more.
This information is essential for real estate because it can help with budgeting and scheduling. You can also use the information to help with future projects.
Monday CRM Third-Party Integrations
No business can function without integrations, and Monday knows this. That’s why they have built-in integrations with some of the most popular third-party software.
This means that you can easily import and export data, collaborate with others, etc. This feature supercharges your productivity and allows you to get more done. It helps you automate most of your tasks and makes your life a lot easier.
The project management software of Monday sync with the most important and famous software, which increases productivity and easiness to work.
These include Zoom, Shopify, Slack, Google Calendar, Gmail, etc. This makes it an excellent choice for real estate because you can easily collaborate with others and get more done.
Did you know that you can try the Monday CRM software for free?
How Monday’s Third-Party Integrations Benefit Real Estate
Real estate is all about working with others. On Monday, you can collaborate with others and get more done. You can import and export data, which makes your life easier. The integrations with popular software’s also supercharging your productivity.
For instance, real estate often needs to collaborate with lawyers, contractors, and other professionals. Integrating with these third-party software makes it easy to collaborate.
You don’t have to bounce back to every software to get your information. Everything is in one place and easy to access.
Monday CRM Rich Customizable Templates
Monday software offers a wide variety of rich customizable templates. This means that you can easily create the project management system that works best for you.
You can choose from various templates designed for different types of businesses. You don’t have to set up everything from scratch, and you can easily customize the templates to fit your needs.
Monday CRM software offers many free templates specifically designed for different projects like team planning, sales tracking, contact management, event planning, and more.
You can also easily create your templates if you don’t find what you need.
This is an excellent feature for real estate because it allows you to create the system that works best for you. You can customize everything to fit your needs and make your life a whole lot easier.
Here are some benefits of Monday CRM rich customizable templates:
- You can manage all the properties in one place:
Monday offers a wide variety of templates specifically designed for real estate.
This means that you can easily create templates to add information like dates, location, market value, and more. You can also create custom fields to add any other information you need.
- Manage prospective clients:
You can also use Monday to track your prospective clients.
You can add information like contact details, what type of property they are interested in, and more. This information is easily accessible and easy to use.
Monday CRM Software Automation Features
The Monday CRM offers a wide variety of automation features.
This means that you can easily automate most of your tasks and make your life easier. You can automate your tasks, workflows, and more.
When one team member is done his part of the project, you can automatically pass it to the other member without repetitively doing it yourself.
It further even notifies the team member via Slack or any other channel you set. This means that you can efficiently work on projects with other team members without worrying about communication.
After the project goes from each phase, the next team member knows, and updates are made; Monday CRM will continue to automate the process and notify all the concerned team members.
This feature follows a very basic real estate project management style, and more complicated ones can be set with the help of Monday customer service.
Monday CRM Customer Relationship Management Feature
While Monday isn’t just CRM software, it does have great CRM features.
This means that you can easily keep track of your customers and their contact information.
Monday offers a customer relationship management (CRM) feature.
You can easily keep track of your leads, their contact information, and more. You can also track the progress of your leads and see what stage they are in.
This is an excellent feature for real estate because it allows you to keep track of your leads and their contact information.
You can also see what stage they are in and track their progress.
When you set up Monday’s CRM feature, it gives you easy to follow learning center where you can learn the ropes of this CRM.
It has prerecorded webinars, helpful articles, and more. You can also easily contact the Monday customer service team for help.
Why Real Estate Agent needs Monday’s CRM Features?
Real estate is becoming more competitive day by day. Monday’s CRM (customer relationship management) features are essential for the real estate industry.
With CRM, agents can track all of their leads and clients in one place.
They can also keep track of their communications with clients and leads. This information is essential for staying organized and ensuring that no opportunity slips through the cracks.
Monday CRM Software Security Features
Monday is a secure platform. This means that you can trust your data with Monday. Monday offers a variety of security features to make sure that your data is safe.
You can set up two-factor authentication, use passwords, and more. This is a great feature for real estate because you can trust your data with Monday. You can use passwords and more to ensure that your data is safe.
Monday offers compliance with GDPR, EU-US Privacy Shield, and SOC 1 and 2. But Monday has the upper hand because it also offers SOC 3 and HIPAA certification.
So, if you are looking for secure, compliant, and reliable cloud-based software, Monday CRM is your go-to solution.
How Easy Is The Monday CRM To Use?
Monday is a very user-friendly platform. This means that you can quickly learn how to use Monday. Monday offers a variety of tutorials and help articles to make sure that you can easily learn how to use Monday. You can also contact the Monday customer service team for help.
Monday is perfect for busy real estate agents looking for an easy-to-use and reliable platform. With Monday, you can easily keep track of all of your leads and clients.
Monday CRM Portfolio Management Feature
Monday doesn’t offer just CRM features; it also offers a great portfolio management feature.
But unlike other software, it doesn’t have portfolio management but a Group feature that is almost the same. Monday lets you set up different groups for your business.
You can then add team members, clients, leads, and more to those groups. This makes it easy to keep track of everything in one place.
You can also easily share files and information with your team members. This is a great feature for real estate because it makes it easy to keep track of everything.
You can also easily share files and information with your team members.
Monday CRM Software Advanced Reporting and Analytics Features
Analytics is a mandatory part of the business. Monday CRM software offers an excellent reporting and analytics feature.
You can see how your business is doing with Monday’s reporting and analytics feature. You can see how many leads you are getting, what stage they are in, and more.
This is a great feature for real estate because it allows you to track your progress. You can also see what needs improvement and make changes accordingly.
Here are some popular Monday.com CRM features for real estate:
1) Monday CRM Offers Charts To Visualize Your Data
You can use charts to see how your business is doing. This is a great way to see what needs improvement.
You can analyze the performance of each team member.
How many leads are you getting? What stage are they in? You can answer all of these questions and more with Monday’s reporting and analytics feature.
2) Overview Of Team Data:
Monday offers an overview of team data. This means that you can see how each team member is doing.
You can see how many leads they are getting and what stage they are in.
You can also see how many contacts they have and more.
You can always change due dates, reassign tasks, and more with Monday’s overview of team data.
3) Handle Reporting and Analytics On The Mobile App:
You can handle your reporting and analytics on the go with Monday’s mobile app. This is a great feature for real estate agents who are always on the go. You can see how your business is doing and make changes accordingly.
Monday Offers Stellar Customer Support
Monday offers stellar customer support. This means that you can easily contact the Monday customer service team for help.
You can also access Monday’s help articles and tutorials.
Monday is perfect for busy real estate agents looking for an easy-to-use and reliable platform.
With the Monday CRM, you can easily keep track of all of your leads and clients. Customer support is available Monday-Friday from 9 am to 6 pm EST.
Monday CRM Drag and Drop Customizable Tables Features
Monday offers a drag and drop customizable table. This means that you can easily create tables to track your data.
You can add as many columns and rows as you need. You can also customize the table to fit your needs.
This features lets you create columns and rows accordingly so that even if you have hundreds of columns, you will easily track the data you need.
Monday CRM Software Has a Real Estate Listening Manager
On Monday.com, you can find a “real estate listening manager” who will help you to track all of the leads in one place and more.
You can see all of your leads in one place and get an overview of their contact history, stage, and more.
This is a great feature for real estate agents looking to track their progress. You can also see what needs improvement and make changes accordingly.
You can create different columns and groups.
For instance, a column showing current projects, the next one showing agent names, listing dates, types, contact status, or anything else you can think of).
You can also use it to track the source of your leads (Facebook, Google Ads, Referrals, etc.).
You can track anything you want with the help of Monday’s customizable table. You can track your sales, team performance, and more. You can also export your data to a CSV file for further analysis.
With Monday CRM Software, You Can Keep All Real Estate Documents in One Place
We know real estate listing needs to share photos, agreements, disclosures, lead generation agreements, etc.
Monday.com offers a “Keep all your documents in one place” feature.
This means that you can easily store all of your documents, such as pictures of the listings, in one place. It makes it easy to sort them, export them to clients, and more.
You can also password protect your documents for added security.
The Monday CRM Annotation Feature
It doesn’t end here. Monday also lets you add comments, suggestions, and further communication to each task or file. You can do this by using the annotation feature.
This is a great feature for real estate agents who need to communicate with their team members and clients.
You can easily leave comments and suggestions on each task or document.
Being a real estate leader, you always make sure not to burden your team members with over-tasking by providing them with the resources they need.
Monday helps you to do just that by letting you manage your team’s resources. Workload view in Monday enables you to monitor each team member’s progress and see who is overburdened and who is not.
You can also easily assign tasks to specific team members.
Monday has another feature about Globe view which means you can assign properties to the agents based on their geo-location.
You get to see a 3D map where all the properties are assigned.
How Much Does Monday CRM Cost?
Monday has very flexible and affordable pricing. You can choose the Monday CRM pricing plan that suits your needs. Let’s discuss the plan costs in detail:
- The first Monday CRM pricing plan is “Individual,” which is free, and two people can use it.
- The second Monday CRM pricing plan is the “basic plan,” which starts at $8 per seat, and if billed annually, you pay $24/month. The basic plan is worth it for anyone just starting in real estate.
- After the basic plan, the third Monday CRM pricing plan is “Standard,” which starts at $10 per seat, and if billed annually, you pay $30/per month.
- The fourth Monday CRM pricing plan is “Pro,” which starts at $16 per seat, and if billed annually, you pay $48/month.
- The fifth Monday CRM pricing plan is “Enterprise.” You need to contact the company for the demo and further details as they don’t disclose the prices.
What Are Some Monday CRM Alternatives?
While Monday software is a great tool for managing your real estate leads, you might be looking for some alternatives. Here are some of the best Monday CRM Alternatives:
Pipedrive is the best alternative for Monday.com. This CRM is best for real estate teams that need a visual way to manage their deals and pipelines.
The sales pipeline feature in Pipedrive lets you track your progress and visualize where each deal is in the sales process.
Managing real estate listing and sales data can be a daunting task.
Pipedrive makes it easy to keep track of all your data in one place, and you can easily customize your pipeline to match your sales process. Its pricing is also very competitive, making it a great value for small businesses.
You can read our full Pipedrive CRM review or visit Pipedrive now.
Streak CRM for Gmail
Streak CRM is another excellent alternative to Monday CRM. This CRM is best for real estate businesses that need a Gmail-based CRM.
The CRM is easy to use and lets you manage your leads, tasks, deals, and contacts all in one place. It also integrates with other Google Apps, such as Calendar and Docs, making it easy to keep all your data in one place.
Streak makes transactions, tracks commissions, provides complete Gmail automation and makes creating powerful reports easy.
Streak is also very easy on pricing. It offers a free version for individuals and a paid version for businesses.
You can read our full Streak CRM review or visit Streak now.
Chime CRM Software
The Chime CRM software is a great option for real estate professionals who want to manage their business more effectively.
It offers a variety of features that can help you track your leads, keep on top of your to-do list, store your important files, and keep track of all your appointments.
It also provides you with insights into how your business is performing.
So if you are looking for powerful CRM software for your real estate business, the Chime CRM software is a great option to consider.
You can read our full Chime CRM review or visit the Chime CRM website.
Lastly, if you are looking for an additional Monday.com CRM alternative not listed above, you should also take a look at our recent Hubspot reviews article.
Monday CRM Software Review – Final Thoughts
Monday CRM software is a cloud-based online collaboration app for managing your real estate leads.
It offers a lot of features, such as task management, contact management, deal management, and invoicing.
It also offers a mobile app for iOS and Android devices, making it easy to stay connected with your business data on the go.
Real estate agents can manage their leads, tasks, and deals more efficiently with Monday.com.
It offers a visual way to track your progress and a clear overview of where each deal is in the sales process.
Monday CRM also has very competitive pricing, making it an excellent value for small businesses.
About The Author: This article was researched and published by Tim Schroeder. As a husband and wife real estate team residing in Florida, Tim Schroeder brings deep expertise with over 8 years of experience as a licensed real estate agent.
Deb and Tim Schroeder have earned numerous real estate industry awards and recognitions. They have been recognized by Orlando Magazine as a “Top 100 Real Estate Professional” as well as earned Top Producer Designations with the Orlando Realtor Association for 6 years straight.