Monday.Com CRM Buildout
Budget: $750 – $1,500 USD
Looking for a full CRM / Project task Buildout in Monday.com I have A CRM we will be using as a guide called BNtouch
This will include the following options
Marketing Suite
Drip Campaigns
PDF & MS Word Doc Branded Auto-Fill Flyers
Birthday & Holiday Marketing
Text Templates
Video Marketing
Mass Email Blast Marketing
Email Send, Open & Click Tracking
Personalization Through Data Merge Tokens
Database Segmentation
Opt-Out, Unsubscribe & DNC Compliance, Tracking & Management
Email Validation
Display Ad Marketing
IP Target Marketing
Scheduling
Integrated Phone
Inbound & Outbound Calling & Tracking
Click-to-Call
Power Dialing integration
Live Call Listen Feature
Round Robin Call Distribution
Call Blast Distribution
Conditional Call Flow Rules
IVR Menu Technology
Call Recording
Pre-Recorded Voicemail Drop
Texting
SMS Messaging
SMS stands for Short Message Service and is commonly known as texting. It’s a way to send text-only messages between phones.
MMS Messaging
10DLC Texting Compliance
Text Messaging Inbox
Mass Texting Blasts
Voice Dictation for Texting
Conversational View Texting
Communication History Tracking & Storage
Automated Rule Based Text Follow Up
Contact Management
100,000 Records Free
CRM System
Contact Type Organization
Multi-User Record Assignment
Duplicate Management
Partner Management & Referral Tracking
Automatic AJAX Data Entry Saving
Required Field Management
“Called Today” Checkmark List Indicators
Productivity Tools
Tasks, Events, Activities, and Notes
Multiple Pipelines
Account Priority & Timeline Tracking
Document Storage
Searches, Filters, Custom Lists & Reporting
Reminders & Notifications
Calendar Overviews
Google & Outlook Syncing
Content Resource Center
Sales Automation
Prioritization Rules
Integrations, Webhooks, and Post URL
Distribution Assignment Rules
AI Lead Scoring
Status Milestones
Native eSignature Solution
Best Practices Workflow Rules
Account Administration
Organizational Hierarchy
User Permission Management
Data Sharing Rules
Video Tutorials
Online Written Step-by-Step Guides
This will include the following options
Marketing Suite
Drip Campaigns
PDF & MS Word Doc Branded Auto-Fill Flyers
Birthday & Holiday Marketing
Text Templates
Video Marketing
Mass Email Blast Marketing
Email Send, Open & Click Tracking
Personalization Through Data Merge Tokens
Database Segmentation
Opt-Out, Unsubscribe & DNC Compliance, Tracking & Management
Email Validation
Display Ad Marketing
IP Target Marketing
Scheduling
Integrated Phone
Inbound & Outbound Calling & Tracking
Click-to-Call
Power Dialing integration
Live Call Listen Feature
Round Robin Call Distribution
Call Blast Distribution
Conditional Call Flow Rules
IVR Menu Technology
Call Recording
Pre-Recorded Voicemail Drop
Texting
SMS Messaging
SMS stands for Short Message Service and is commonly known as texting. It’s a way to send text-only messages between phones.
MMS Messaging
10DLC Texting Compliance
Text Messaging Inbox
Mass Texting Blasts
Voice Dictation for Texting
Conversational View Texting
Communication History Tracking & Storage
Automated Rule Based Text Follow Up
Contact Management
100,000 Records Free
CRM System
Contact Type Organization
Multi-User Record Assignment
Duplicate Management
Partner Management & Referral Tracking
Automatic AJAX Data Entry Saving
Required Field Management
“Called Today” Checkmark List Indicators
Productivity Tools
Tasks, Events, Activities, and Notes
Multiple Pipelines
Account Priority & Timeline Tracking
Document Storage
Searches, Filters, Custom Lists & Reporting
Reminders & Notifications
Calendar Overviews
Google & Outlook Syncing
Content Resource Center
Sales Automation
Prioritization Rules
Integrations, Webhooks, and Post URL
Distribution Assignment Rules
AI Lead Scoring
Status Milestones
Native eSignature Solution
Best Practices Workflow Rules
Account Administration
Organizational Hierarchy
User Permission Management
Data Sharing Rules
Video Tutorials
Online Written Step-by-Step Guides