monday CRM Reviews & Product Details

user-friendly interface and customizable features that streamline sales processes. Customizable Workflows & Great Data Organization

I don't have personal feelings or dislikes.

streamlines lead management, sales processes, and team collaboration

I love that it's a fully customizable platform and I don't miss any detail of the sales cycle. Also, it allows me to automate my sales and be more productive.

I consider that Monday sales CRM is perfect, although it would be perfect if there was an integration with additional whatsapp

Communication with customers turns out to be faster and more effective, and with sales automation it saves me valuable time.

The CRM feature in Monday is a complete package. Aside from the fact that it is highly customizable based on your use case, they've added additional features such as a board for your contacts, activities and a few more that are very helpful for in running a business. I also like the fact that the automations are easy to set up and it doesn't take a lot of "studying" to get started.

Probably more videos on different use cases to give business owners and managers an idea of how to make Monday work for them. There are a couple of good videos already available in the support page, adding a few more use cases would be great!

It makes it easier to prioritize not only tasks but also clients. It also helps manage workload within the team. Everyone knows where to go, what work needs to be done first and which clients are on priority.

Monday is quick and easy to adapt to any business needs. We've been able to build out projects, create a full CRM, and transform our workflow using this intuitive and beautiful platform.

There is an overwhelming amount you can do in Monday, and templates help get the process started. User forums for feedback and support have been valuable for getting over this hump.

Centralized workflow and database of information the team references daily. Easy automation of purchasing process and other authorization pieces. Planning projects!

Easy to use and it is very helpful in managing your sales pipeline.

Haha... nothing special. Just create a free plan for 1 user with an unlimited time period not just for 14 days. This plan will be good to get started.

It helps me solve my CRM issue. Really easy to use CRM. I have used other CRMs before but no one can complete this.

Monday CRM is a great tool especially for folks starting out with a CRM. It is priced for every vertical and sized company. I like that it has the capability to be integrated to other larger CRMs and gives a nice reporting view.

Needs to mature into a comprehensive, integrated CRM such as Salesforce or Hubspot if it want to compete within the CRM space. We found that for an enterprise-sized business, we would still need the larger CRM for our needs.

It was solving a centralized SaaS look into our customers. We also use the other two modules of Workforce Management and Projects to round out the suite for our business.

The simplicity of automations streamlinesproceseses and communication. The ease in which updates can occur results in overall better communication and response time.

There is no way to update all members on the entire board, only on specific items. Creating an update options on the board would create the ability for general communication.

Monday offeres the ability to organize our leads. The amount of information that is made available to the team at large allows everyone to be more productive with the company resources.

It has helped us keep on top of our contacts and customers and all of the dialogue around each quotation. It really helps our team see what is happening at a glance with conversation and follow up trails of who said what when.

We haven't been able to implement connecting emails to the system because of the requirement to have a 365 Business licence with added expense. Also I find the quote form somewhat limited and difficult to really customize how we would like it.

It was difficult to see the status of each quotation and get an idea of our won/lost conversion rate. It's saved a lot of time adding comments and status labels to quotes and being able to enter a contact and customer once and being able to link it to various boards.

Really easy to use is prooving popular amongst my Partners. I really like the automations that you can create also.

Nothing, its a great tool and theres nothing i dislike

Tracking of BD opportunities amongst the team

Using this CRM helped my business become more organised and understanding of which bits in my company needed work.

I feel like at sme points it was hard to navigate but once you get started and start reguarly using it, it helps.

It is solving the difficuluty in us managing our clients. it was hard to really monitor it before hand but it has become so seamless now and performance has increased alot.

Customizations are so abundant, including integrations and automations; it's truly remarkable and every time I turn around, I see and think of new ways to make it even more wonderful! I almost wish I had time to JUST focus on improving our firm's Monday. There are so many ways to make it awesome. We have multiple business divisions that we like to keep separate, and Monday CRM lets us keep our CRM sorted to each division quite nicely!

This is one of those backhanded dislikes... there are SO many ways you can build and shape and integrate 3rd party apps and tools and data that it can be VERY overwhelming for a new user to try to sort out where to begin and how to put a plan in place to GRADUALLY take advantage of more capabilities inside the tool. I always feel like I wish I had more time to focus on building more great workflows and automations every time I'm in Monday. Good problem to have for sure, but it can feel overwhelming at first.

Monday CRM keeps us from losing track of leads or opportunities. It helps us see who on our team is doing what, at what stage or our client interactions. It gives our leaders the chance to see big picture insights across all divisions and within each division very nicely. It helps us keep client and prospect communication centralized. it helps us communicate with VENDORS even relative to our clients overall needs, all within the same tool. And again, the automations it allows, save us so much time and energy in project and process management efforts.

The fact that it is fully customisable and integrates with so many things.

Nothing that stands out yet. The app could be a little better at uploading.

It benefits us by tracking our sales leads through to projects.

Monday offers all the flexibility we need for our early-stage social platform. We were able to automate the majority of our lead generation and customer acquisition tracking, making it easy for the whole team to contribute and have visibility.

Monday can be intimidating when building out automated CRMs for the first time. However, leveraging resources, templates, and guides helped mitigate early challenges.

As a creator-focused platform, Monday helps sort through leads, manage creator applications, and assign criteria that allows us to quickly filter through creators based on our acquisition and outreach goals.

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 easiest of usability of the plattform.

The price and that you must have a minimum team of 3 persons to use it.

To have a great view of sales opportunities and the following of them.