monday.com as a CRM has some unique features that set it apart from other WorkOS platforms. According to Business.com, monday’s CRM software was rated 9.5/10 due to its ability to manage customer journeys—from lead capture to post-sale follow-ups.
Statistics highlight the rapid growth of monday.com in the first quarter of 2024. There was a 34% YOY growth between January and March this year, leading to a revenue of USD 216.90 million.
If you’re planning on using monday.com as a CRM, you must be familiar with the features, especially the Email & Activities app. In this blog post, we’ll help you understand email tracking in monday CRM to effortlessly boost sales productivity.
Why Do You Require Email Communication in Your CRM Strategy?
Before getting into the monday CRM overview for email tracking, we wanted to highlight why emails are so important. Ideally, it serves the following purposes:
Sales and marketing
Customer engagement
Documentation
Support and service
With emails as a part of your CRM tactics, you can keep customers informed about updates. You get to nurture leads and convert them by making personalised recommendations.
Emails can also be a way to address customer enquiries and store historical data about each contact’s interactions.
On average, the email marketing revenue is expected to grow at a CAGR of 13.3%. By 2027, it’s estimated to generate a market revenue of USD 17.9 billion.
Email & Activities On monday.com CRM: The Only App You'll Need
Can monday.com be used as a CRM to track and send emails? Well, yes! It’s all thanks to the Emails & Activities app.
With this, businesses can:
Give your team a centralised place to manage customer relationships.
Send or receive emails on a single platform by integrating your Gmail or Outlook accounts.
Create templates based on your CRM needs.
Capture meeting notes and share event details.
Many consider the monday CRM platform a visually optimised timeline for logging email activities, managing leads, and more.
Install and Integrate
Usually, this app comes pre-installed on every board within the monday CRM product. All you have to do is connect your email and calendar with the Emails & Activities app.
For that, you’ll have to: Go to settings and click ‘Add Account’ in the account setup and privacy section.
You can easily add and integrate your Google and Outlook accounts on monday sales CRM. Once integrated, you’ll see how easy it is to track the sales activities on this tool.
Sending and Crafting Emails
Industry leaders believe that crafting emails for CRM can be challenging.
There can be issues with data quality, duplicate entries, incorrect information, etc. These usually happen due to miscommunication and the lack of personalisation.
Thankfully, with the monday CRM Emails & Activities app, you can solve this issue.
Did you know that you can communicate with customers without leaving the platform? To use this feature properly, you can contact a monday implementation consultant like Fruition Services.
Here are a few things to remember:
Click on the New Email button.
Use the pop-up mail composer to draft the email.
Email addresses will auto-populate for each client.
To compose the email, you can either edit the text manually or use monday automations to craft a compelling one. You can even add hyperlinks, attach files, etc. Once done, don't forget to save it as a template for future reference.
Tracking Emails With monday.com CRM
According to Forbes, 81% of companies use email marketing to track customer engagement. In the case of CRM strategies, keeping track of customer preferences, sales growth, marketing effectiveness, purchase history, and interests can be challenging.
To counter this overwhelming feeling, monday sales CRM introduced the tracking feature in the Emails & Activities app. How does this work?
You'll have to 'Check' the ‘Email Tracking’ button on the email editor page. With this, you’ll see read receipts in the app to track the emails after sending.
Once you check a sent email, there’ll be an indication of opened messages and their frequency. In the top right corner, you can also see the time when the email was viewed/read in monday CRM.
Other than that, you can set automations to get updates when anything is posted or items are changed on the Emails & Activities app. For example, this feature will update the date column on the board when an email is sent, allowing better tracking.
What monday Automations Can You Use for the Email & Activities App?
McKinsey reports that 50% of our manual work activities could get automated by 2055. monday.com CRM is an example of this.
For instance, you can automate the various things in the Email & Activities app. To get there, you’ll have to visit the automation centre. After that, you can:
Choose ‘When an Activity is created, set the Date to Today.’ You’ll get updates when anything is posted.
Go to email settings and use the automate button to get notified whenever there’s an email reply.
Integrate monday.com with email marketing platforms to ensure robust email sequencing.
To get a better understanding of the automation feature in the monday.com CRM tool, you can reach out to an expert like Fruition Services. We’ll help you automate tasks and optimise workflows.
After proper needs assessment, the experts at Fruition can help customise the software to meet your email automation requirements. To do this, we’ll map the data and securely migrate everything for a precise information transfer.
Features & Benefits of Using the Emails & Activities App in monday.com Sales CRM
This monday CRM app can help businesses gain insightful email metrics and eliminate any CRM challenges. Hence, you can boost sales productivity.
With email tracking, you’ll get the following benefits:
Reach out to your leads and avoid wasting time on cold emails
Leverage email templates to enhance outreach
Use monday automations to get notifications about status changes
Segment leads based on previous activities for better tracking
Identify prospects based on how they interact with each email
You can also see the lead history (past communication and emails) to make an informed decision. All that is possible because of the following monday sales CRM features:
Integration with Outlook and Gmail to send, track, organise, and receive emails on monday
Automations to help send the right message for lead nurturing and leveraging sales opportunities
Email templates can help you customise and personalise each email to increase the chances of being opened
Email tracking insights to know when prospects turn into leads (you’ll get notified if you’ve got the automation on)
FAQs
Can I integrate emails with monday sales CRM?
You can connect your business email addresses in the pre-installed Emails & Activities app. To start the monday.com email integration process, add an account on the settings page by selecting Gmail or Outlook. Click on ‘Connect’ and continue following the prompts shown by the monday CRM tool. Remember to select ‘Allow’ to share email data with the app.
Does monday CRM have automated emails?
There’s a text editor on the CRM system monday where you can compose, add links, attach files, and edit text manually. However, if you’re having trouble with email composition, you can simply ask monday AI for assistance. For that, you’ll have to click the AI icon to choose from pre-made prompts in the ‘Examples’ section. The monday for CRM software also allows you to write custom prompts to generate the email.
How do I write email prompts in the CRM software monday?
monday CRM allows you to use an AI editor to craft emails. Here, you can add custom prompts to generate the text. The key to a successful draft is writing a good prompt with important components. Examples include having a directive (craft an email or generate an email) and adding conditions (email is for ‘follow up' or ‘initial contact') to modify the directive.
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