CRM & Sales Perspectives

Muhre Software Solutions •

99 installs, since September 25, 2024. 9 installs/month. Updated November 11, 2024.

Hosted by monday.com Free No touch

CRM

View on Marketplace

Multi-faceted visualizations for CRM deals boards.

Visualizing the Whole CRM Picture

A typical CRM dashboard is too compartmental—so many widgets telling separate stories.

Informed decision-making and response require a more inclusive view of the whole scene.

Muhre’s CRM & Sales Perspectives app for monday.com CRM boards provides multi-faceted visualizations of your salesforce and sales pipeline progress.

• View each deal’s progress in a timeline bar showing stage durations and transitions.
• Monitor deal status for each assignment entity in an intuitive, color-coded grid.
• Update individual deal properties and values with a simple click.

The Deals Progress Timeline Bars feature:

• View the dates and durations for each stage of each deal.
• Each bar’s thickness is proportional to the relative value assigned to the deal.
• Closed deals (won or lost) display a circle to mark its closing.
• Hover the cursor over a bar to see a popup box of information for the deal.

The Deals Assignment & Stage Grid feature:

• View all deals for an assignment entity within a row in the grid.
• View all deals for a given stage within a column in the grid.
• View assignment-stage subtotals and percentages for each cell within a row.
• Each deal is represented as a symbol, sized proportionally to the relative value assigned to the deal.
• Hover the cursor over a symbol to see a popup box of information for the deal.

CRM & Sales Perspectives features are responsive to monday.com board filters and changes to item values, automatically updating. Click on any item bar or symbol to open the monday.com item card where values may be edited.

Stay tuned! More visualizations and analytics features are coming.

Send us an email requesting a demo, and we’ll get back to you: Book A Demo

Muhre Software Solutions is open to entertaining application and feature requests or providing further information regarding its products. Contact us at [email protected].

Security & Compliance

Security

Does the developer periodically perform penetration testing?

Does the developer have a dedicated security and privacy point of contact for such issues or questions?

Yes

[email protected]

Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?

Yes

Only hardcoded links are used to access external content.

Does the app protect against mass parameter assignment attacks?

Yes

User input takes place only via mouse events and data loading from a board. All text loading is sanitized via DOMPurify (React).

Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?

Yes

User input takes place only via mouse events and data loading from a board. All text loading is sanitized via DOMPurify (React).

Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?

Yes

The app does not provide any state-changing mechanisms to the user. All such changes must be made within the parent monday.com platform, which is protected.

Does the developer have mechanisms to notify monday.com in case of a security breach?

Direct notification via email or text will take place immediately upon discovery/notification.

Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?

Yes

The app is hosted with monday code. Vulnerabilities will be remediated immediately upon discovery/notification, and updates will be published without delay.

Compliance

Is the app certified with the information security standard ISO/IEC 27001:2022?

Not answered

Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?

Yes

Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?

Is the app compliant with the General Data Protection Regulation (GDPR)?

Yes

The app is hosted with monday code, which is GDPR compliant. No user data is stored directly by the app.

Data

Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).

Not answered

Where does the app store logs data?

monday

Where does the app store the app data?

monday

Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?

Yes

Only default monday apps logging is used. The app does not generate any custom logging messages.

Is customer data segregated from the data of other customers (for example logically or physically)?

Yes

Customer board data is loaded via user context at launch for each session and never stored.

Privacy

Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?

No external data processing is employed.

Does the developer protect access to customer data based on the principle of least privilege?

Yes

Data access is handled via monday API and fully dependent on user context/permissions.

Reviews

No reviews yet.

Installation history

We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.

ID: 10000614 • App ID: 10149803 • Listing updated: September 30, 2024

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