monday CRM Reviews

Efficient contact tracking

Comments: Monday CRM is easy to use and keeps client relationships organized, though the cost can be a hurdle for smaller teams.

Pros:

Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines.

Cons:

The pricing is a bit high, especially if you need access to advanced tools, which can be challenging for small teams.

It is a great tool to control our sales efforts of all kinds

Comments: It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.

Pros:

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

Cons:

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

Great experince with in a min time

Pros:

Workflow features was the main reason why i purchased this software but it didnot move on well for the time i used the software.

Cons:

I wish they could refund me the subscription that i wasted while using this software.

A great all-in-one CRM and project planning software.

Comments: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Pros:

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Cons:

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

Alternatives Considered: Salesforce Sales Cloud and Asana

Reasons for Switching to monday CRM: Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.

Would recommend to manage everything

Comments: We got more efficient because we can manage priorities and tasks more easily. Sections for leads helped our team see who had to contact clients. We also used it to work on social media content together.

Pros:

Really liked the task management and the lead management. Super efficient with my team, easy to use and easy to implement. Liked the lead funnel to manage my prospection.

Cons:

The fact that time tracking is in a pricier version. I would like to see an access to clients for certain boards i want to show them.

Alternatives Considered: Workzone, Trello and ClickUp

Reasons for Switching to monday CRM: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!

Very happy with Monday.com

Comments: This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!

Pros:

The interface is simple and easy to use while being pleasant to interact with.

Cons:

The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal. It is typically resolved quite quickly.

Alternatives Considered: Asana and HubSpot CRM

Reasons for Switching to monday CRM: Familiarity, cost, aesthetics of the interface

Monday is great for Real Estate CRM

Comments: I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.

Pros:

Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.

Cons:

Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.

Decent Product!

Comments: Overall, very pleasant and positive experience.

Pros:

Easy to use, organize and filter data. Excellent for project and deliverable tracking but also great for just maintaining workflows.

Cons:

There is a limit to how much data and/or columns and rows you can add to one monday board.

Outstanding CRM/PM tool for matrix organisations

Comments: Excellent
Its a great tool to make your PM and AI driven work

Pros:

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

Cons:

1. Expensive a bit 2. Turn around time for support is 3-5 days

Great Contact and Lead solution for small businesses

Pros:

Easy to deploy and setup sales teams and privileges. Analytics are already available at all times.

Cons:

Sometimes system felt lagging but improved after time. Some analytics are hard to use. APIs needed finetuning.

This is the professional software you have been looking for!

Comments: I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com!

Pros:

I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it!

Cons:

The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now!

Monday, the best tool you don't know about.

Comments: The power of this tools has allowed us to scale by keeping our growing team all moving in the same direction. We have taken Traction's Level 10 and build a version of their meeting format for our company. We then built a Now -3, Next-5, Later board for our project clients.

Pros:

The automation and how we can take items from other boards and fit them all onto one board. Then when you or the client updates information it syncs across the boards. We use this for our Level 10 meetings and NNL to keep the team all moving in the same direction.

Cons:

Cannot single out a row, we can only single out a column. Cannot do a lookup function i.e. go find this word and pull the data from this row.

Love how customizable Monday is!

Comments: It has been so helpful, especially as we are building our team. When it was just two of us, it worked well but now that there are three of us, it's crucial that we have it!

Pros:

It's easy to use and it actually works for us! There are so many products that have maybe one or two features we need but it wasn't until Monday that we could get everything we need in one place.

Cons:

Honestly, it's just that it can get a little overwhelming because there are SO many things you can do. I want to spend so much more time customizing and optimizing it but I feel like that venture will never end.

Best one to have for a business analyst

Pros:

Ease of use. Quick resolution from support team. Loads of features.

Cons:

Pricing is on the higher side. Duplicate data are a concern.

A successful experience for my business.

Comments: I think it's great because it has extensive documentation and support resources, which has been of great help to me to resolve any questions or problems that may arise.

Pros:

It's great because it doesn't matter if it's an email conversation, a meeting or a note taken I can access everything in one window.

Cons:

Well, I have experienced some failures or delays in the synchronization of emails or the import of contacts, although it is not a serious problem.

Good product, but didn't have the time to fully use it. Very robust.

Pros:

Great software overall, with an intuitive UI and a great level of customization. The automated emails seemed to be a very useful feature, but I didn't get to use them fully. Customer support is really good. Unfortunately, I had to change to HubSpot because my team was used to this one and was complaining about making them change it. Had to listen to them this time.

Cons:

Nothing to dislike really. I want to give it a second chance, for another project that will come up in the next 2 months, with a new team.

Alternatives Considered: Zoho CRM, ClickUp and HubSpot CRM

Switched From: HubSpot CRM

monday.com is amazing

Comments: Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive. Helps team members quickly analyze the tasks they need to work on, workflows are based on collaboration needs across departments. It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.

Pros:

This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers. Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management. -Optimize my daily and weekly team meetings -Track the completion of the project in real time. -Collaboration and project management with people outside my company.

Cons:

I love the web version, but I have problems with the Android application, it is super slow, it does not finish loading the information and when it loads, it uses a lot of data. Simply put, the smartphone app is not working.

Alternatives Considered: Trello

Reasons for Switching to monday CRM: Offer more features at a lower price

How to improve your bottom line with Monday.com

Comments: Monday.com allowed many of our processes to be automated, created an improved collaborative approach and ability to easily report on key business risks, revenue , projects and opportunities.

Pros:

Monday.com is a very easy to use platform with prebuilt templates to help get you started. Once you have your basics sorted, the opportunities to create greater efficiencies in your business are endless.

Cons:

Email formatting is still on the to do list for improvement with limited options. There are work arounds but looking forward to the editing tools in email being expanded.

A bit of patience and focus Monday.com will transform your work life!

Comments: Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.

Pros:

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page

Cons:

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

Monday changed my job and made life so much better

Comments: Overall Monday has been the best thing incorporated in my job since I have worked here for 3 years. It has made work flows so much better and saves time not keeping up with paperwork.

Pros:

My favorite thing is going paperless and not having the stress about losing important information.

Cons:

That I cannot revise multiple bids instead I have to redo the invoice every time, and save the file and upload it .

The only CRM tool you will ever need

Comments: It just saves time, everything in one place, ease of use and is easy to set up.

Pros:

ease of use, almost unlimited amount of third-party integrations to help with existing software use.

Cons:

You could improve the tables, cant have different table headers on different groups on the same board.

The BEST CRM for anyone that is looking for function and ease of use

Comments: BESt company. [SENSITIVE CONTENT HIDDEN] was a great sales rep! Really got us a good deal and a good trial run. They work with you, great customer service. Good company good product, Woo hoo! Found one!

Pros:

I really mean it. I love every feature about this. It is totally customizable, very functional for any industry, and super easy to use. There are templates already made, but i am sure they can customize anything. You can even make your own. Integrates with your calendar!

Cons:

Really no downside. I wish I could only work in the CRM and it integrated with my mortgage LOS as well.

Keeping on sales team on track!

Comments: Monday.com allows us to create accurate sales forecasts, track leads and client communications as well as link appropriate documentation. Love how intuitive this platform is!!

Pros:

This CRM is a great combination of project management and sales workspace. Highly intuitive and easy to read layouts and project timeline reminders make my days easier!!

Cons:

Import mapping has given me some trouble. I wish there were visual notifications on the boards when customers respond to campaigns.

Alternatives Considered: Freshsales

Reasons for Switching to monday CRM: Overall easy of use.

My life is in Monday.com

Comments: I started using Monday.com about 5 years ago and never looked back. The more features they add the better this platform becomes. Great support.

Pros:

Everything from the customer support to the ability to build API makes Monday.com my go to platform for project management and CRM as well as communication management. My co-workers laugh at how often I reference the things I track in Monday.

Cons:

Conditional logic in the Form view would be helpful rather than having to use a third party app

Alternatives Considered: Airtable

Our team loves monday.com

Pros:

monday.com helps our team ensure that nothing falls through the cracks in our business, we use it for forecasting, resource management, project management, account management and more. Our team is on the platform every day using it to run all aspects of our business, and I don't know what we'd do without monday.com!

Cons:

There are certain forms and dashboards we use that we haven't yet converted to monday.com. Mostly this is an issue of bandwidth for our team... but I'd love to see monday.com share a list of 3rd party consultants they recommend to help support a complete transition to the platform.