monday CRM Reviews & Product Details

Monday has had a great impact on my business, I am able to manage my clients and the status of their policies much better and collaborate with my assistant.

I don't particularly appreciate that the minimum users is 3. I only have 2 users and must pay for an additional seat.

Placement management for my insurance business.

The super easy usage for me and my team. There have been issues on our organization as a team but once we implemented the monday board, we are all on the same page.

I really dont have any dislikes to it. The automations are a littel overwhelming but in a good way there is just so much data we can have access to its crazy. Maybe a more in depth training on this but I have nothing bad to say!

Team Orginization for sure. We are a small team that produces a lot so it is important that we all stay on the same page at all times. It was a crucial addition to our resources.

I love the visual layout, really easy to navigate and find all my contacts. Feel more connected hthan ever to my audience.

I don't love that it automatically adds contacts when someone emails me.

It's help me keep on top of folk I need to talk to

We have utilized Monday.com practically since it came out and was called Dapulse! WE LOVE IT! Monday is constantly improving, and now that they added a CRM platform, we are even more excited!! We previously used Hubspot for our CRM platform, but it is honestly costly and a bit more than what we need, so now that we can combine our PM platform with our CRM platform, it's life-changing. The automation and continuous integrations with other apps are fantastic, and Monday is always open to customer feedback and makes changes based on that feedback.

Aside from being able to send mass emails with design templates, I haven't found many downsides to Monday's CRM platform. However, I recently heard that this is being integrated soon!

It solves having everyone on one platform. It also has so many use cases on what you can track within the software between the dashboards and connected boards there are endless ways to view the information!

Clean, intuitive user interface. Dark mode and color customization is cool too.

Expensive for small businesses like me, but some features are still hidden behind paywalls.

I'm finally able to have an intuitive way of looking through my leads, customers, and more. It's not all jumbled together.

Monday is super simple to upload any contact that you already have. I switched brokerages and wanted to make sure I had all of my clients information before I not longer had access to the previous CRM.

I wish the app would automatically log phone calls to clients or let me connect my emails with out and extension.

Monday is a crm that is simple enough to set up and utilize on a daily basis.

Monday is extremely simple to use and to keep track of your business operations, individual projects and sales.

Nothing in particular, it would be better if we were able to integrate Monday with every other software we use. It is possible for some but not all.

Monday keeps everything in one place for us, so the whole team are able to keep updated with progress and next steps for clients.

The way monday has found to bring all the activities of a CRM into such a complete structure, this makes everything calmer procedurally and on a day-to-day basis. Making everything more fluid, the work becomes simpler

The only thing that doesn't make me happy would be the lack of options to have more automations, working with triggers based on columns of formulas.

It brought all our opportunities to one place, bringing the governance of being able to leave only the opportunity that belongs to the person in question. So the flow goes perfectly.

easy to use and very effective at allowing to keep

I wish that there were mot variability in regards to typing and text

it helps us keep our files and clients organized. Moreover, it help us keep track of documents we have and are still waiting for.

Using Monday I can keep track of all my tasks, and I can prioritize the most important tasks

I don't like that I don't receive notifications about new tasks in my email, but I don't know if I have to change that on settings

Before using Monday, there were some tasks that I didn't do it because I forget them

As user we can track all the status of the pending work and know all details of every step.

It would be nice if you can add more subelements in other subelemet.

It solves the tracking status and the updates by our workers.

I love how easy it was to set up integration with Facebook, Gmail, Twilio, etc! Everything is automated and simple.

I don't like the price of using the service. I have one small business client that needs a CRM and we are paying $130 per month for just that.

The ability to manage Facebook leads and have SMS and email notifications.

Monday Sales CRM is a customizable and remarkably easy-to-use tool. You can use the tool and can customize it according to your needs. The best thing about Monday is that the manager and the teammates can easily see the work status through the tool and follow up on things through this tool.

The pricing of the software is ok, but the price can be placed better

Monday.com has several features which are very beneficial for day-to-day activity: 1. Time Tracking 2. Task Management and help to track the status of the task 3. Sales Enablement and Marketing Champaign

Monday.com is one of the best CRM platforms to use. It's effortless and convenient to use. The managers can see the progress of theire employees through the platform. And Employees can manage their task list, leads generated, contacts, campaigns through the platform. Overall it best

Monday.com require a bit huge investment ad the cost of the platform is a bit high

It helps me to manage my team very easily especially when you have a team that is based out of the city or the country. It also works as a reminder that what task needs to be performed (high priority, low priority)

The way you can combine with multiple pr

that it constantly glitches and I have to restart the crm and the reinstall

Internal CRM