Relatas Reviews

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.