Overall Satisfaction with monday sales CRM
We track leads and buyers within our Monday Sales CRM for both our live events and online business.
Monday allows us to:
Monday allows us to:
- Grant product access in Kajabi via Zapier connections
- Track payments and account status
- Update account information in Kajabi (Zapier)
- Track and assign incoming emails from our buyer's list to the appropriate team member to ensure quality customer care
- Monitor customer contact and flag customers who have not been contacted within a set date range
- Track product fulfillment for various products and services within a purchased package (including start and end dates that are unique to each customer)
- so much more...
- Integrates with numerous other programs, applications, software, etc.
- Organizes data for various departments (including creating items in different departments when statuses change)
- Automates processes
- Provides multiple views of the customer data to effectively sort and organize for productivity
- I love the ability to email from within the program, but it's a little bit clunky, sometimes mildly glitchy
- It would be amazing if duplicate line items could be flagged and merged easily, but this is not currently a feature
- Monday sales CRM allows us to operate at a higher level by organizing projects and customers so we can manage tasks and continually make progress
I've tested out a few platforms. I don't even remember some of the ones I've tried, but the closest one I can think of may be ClickUp. I liked ClickUp, but it doesn't seem to have the same level of functionality as Monday. I just seemed to "click" better with Monday.com. It seems more intuitive to me personally.
Do you think monday sales CRM delivers good value for the price?
Yes
Are you happy with monday sales CRM's feature set?
Yes
Did monday sales CRM live up to sales and marketing promises?
Yes
Did implementation of monday sales CRM go as expected?
Yes
Would you buy monday sales CRM again?
Yes