What to look for in a CRM for recruiting

Also known as lead management systems, lead management software helps small businesses and large enterprises alike to qualify leads, perform analysis, and ultimately nurture them in order to move them through the sales pipeline to become new business opportunities. In a typical sales funnel, leads are generated from multiple channels enter your lead management system, and the sales-ready leads are converted into deals.

Cash in on the benefits of CRM software and marketing automation with monday.com

While most teams rely on a plethora of different tools for lead tracking and managing the sales funnel, smart teams use monday.com Work OS. Customizable for any organization promoting any type of product and service, our platform can be quickly tailored to your sales and marketing needs. Here are few features you and your business will love:
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WorkForms

Collect and organize leads and their information in one place where you can also enter lead scores. Use WorkForms to embed and create web forms to get new customers.
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CRM

Get an instant business card-style overview of deals and leads, including contact information, stage, owner, value, and more to understand what needs to be done next.
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Columns

Plug and play a whole host of customizable columns to craft your dream workflow — designate owners, calculate deals, and set custom priorities and statuses.
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Dashboards

Increase visibility into your team’s efforts and impact by easily building real-time dashboards — no developing experience required. Track performance and revenue in one place.
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Automations

Automate repetitive sales processes and save valuable time. With automations you can set reminders, automatically assign leads to team members, and more.
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Integrations

Connect your lead tracking software with the tools you already use, from social media platforms like Twitter and Facebook to other must-haves like Gmail and Hubspot.

Frequently asked questions

Lead tracking software helps efficient teams move leads through the sales cycle and lead management process that typically includes these five steps:

Step 1: Lead capture
Step 2: Lead enrichment and tracking
Step 3: Lead qualification
Step 4: Lead distribution
Step 5: Lead nurturing
Here are some of the essential lead management system features you’ll find on monday.com Work OS:

Lead Capture
Lead Activity Tracking
Lead Nurturing
Campaign dashboards
Analytics and reporting
Built-In communication via Updates
While every lead tracking software will organize their leads differently — say Zoho CRM vs. Salesforce — the definition of a lead is standard. A lead is an unqualified contact or sales opportunities for a business and they include basic details gathered about individuals or representatives of organizations, which are usually collected from trade shows, seminars, advertisements, and other marketing campaigns.
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What are the 5 major steps of lead management?
Lead tracking software helps efficient teams move leads through the sales cycle and lead management process that typically includes these five steps:

Step 1: Lead capture
Step 2: Lead enrichment and tracking
Step 3: Lead qualification
Step 4: Lead distribution
Step 5: Lead nurturing
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What are the features of lead management systems?
What is a lead?

Choose a lead tracking software that works for you

152K+ customers across all functions use monday.com as their single source of truth to get work done. Optimize your sales operations from the start with our Work OS.