TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    monday CRM

    Score8.2 out of 10
    N/Amonday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.

    $45

    per month 3 seats (minimum)

    Pricing
    monday CRM
    Editions & Modules
    Basic
    $15
    per month per seat
    Standard
    $20
    per month per seat
    Pro
    $33
    per month per seat
    Ultimate
    Contact Sales
    Offerings
    Pricing Offerings
    monday CRM
    Free Trial
    Yes
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeOptional
    Additional DetailsPlans start with 3 seats. Yearly save 33%
    More Pricing Information
    Community Pulse
    monday CRM
    Considered Both Products
    monday.com
    Chose monday CRM
    It’s structures is efficient
    Incentivized
    Chose monday CRM
    Compared with other CRM solutions, monday CRM stands out for its flexibility, ease of use, and customization options. I selected monday CRM because it is intuitive, easy to adapt to our existing workflows, and provides a good balance between CRM functionality and overall team …
    Incentivized
    Chose monday CRM
    We conducted a proof-of-concept (POC) test, and monday CRM stood out for its AI and automation.

    Fizemos um teste em forma de POC o monday se destacou ela IA e as automaçoes
    Incentivized
    Chose monday CRM
    its customizable to anything you need!
    Incentivized
    Chose monday CRM
    I found the overall user experience has been better with monday CRM. The interface feels easier to use and "flows" better than with other systems. It was not my decision to go with monday CRM, but I am happy that the business has done so.
    Incentivized
    Chose monday CRM
    Price is lower and it allows to make customization. very very flexible.
    Incentivized
    Chose monday CRM
    Honestly, I have monday integrated into so many things now that it would be prohibitive for me to leave AND, other platforms look nicer and feel more user friendly and are cheaper. My biggest complaint with monday is the cost - we're paying $530 AUD per month for just 5 staff …
    Incentivized
    Chose monday CRM
    monday CRM seems much easier to customize and configure than other tools I have used in the past. For the price, monday CRM offered everything I needed and allowed me to set things up in unique ways that fit my organization. monday CRM's training modules and certification were …
    Incentivized
    Chose monday CRM
    I would say monday sits right in the middle of the options listed above, in terms of usability and features offered. Trello being the more simplified project management board and Jira and Asana being more tech-focused.
    Incentivized
    Chose monday CRM
    My last job used ClickUp as their main CRM tool and it was very confusing and I felt it made me even more unorganized. I've tried Asana personally but I didn't really like the UI as much as I like monday's!
    Incentivized
    Chose monday CRM
    Way better on the client management side. HubSpot is better on the sales side, particularly in areas like invoicing and pipelines.
    Incentivized
    Chose monday CRM
    You have everything in one place, I use it because I can connect my operations area with my sales area, and it is really easy to program and understanding the information and inputs that you need to create a workflow, and having all the information in one platform with easy …
    Incentivized
    Chose monday CRM
    We already had Monday Work Management for our company, so adding the monday CRM portion was convenient instead of starting over. We liked the customization options that monday CRM provided and the security features that allow us to show information only to those who have access …
    Incentivized
    Chose monday CRM
    monday CRM as mention has been very easy to setup and rarely requires intervention by their suppor teams. Most of the features I feel were well testing before being deployed. Its easy to use and easy to deploy and integrates well with our internal teammates. No need for any …
    Incentivized
    Chose monday CRM
    Honestly, it was a decision based solely on price. When we have an increased budget, we would like to upgrade to Clockwork. We're using our time with monday.com as a temporary one (likely 5 years) and then will level-up with Clockwork unless monday.com makes major improvements …
    Incentivized
    Chose monday CRM
    monday CRM is more user friendly and easier to use. The navigation and UI for monday CRM is more cleaner and more intuitive than Workfront.
    Incentivized
    Chose monday CRM
    I personally perfer monday's interface to Asana's, although they are both very similar in concept. I also feel that monday is better suited for cross-functional project management, which is something necessary to the way Dr. Squatch operates. Asana may be better suited to …
    Incentivized
    Chose monday CRM
    can't compare how modern and userfriendly monday CRM is in comparison with other CRMS i have used - CRMS typically feel so old and archaic and complicated to learn and understand - they feel clunky and like they were designed forever ago and have never been updated. Whereas, …
    Incentivized
    Chose monday CRM
    monday CRM is user friendly
    Incentivized
    Chose monday CRM
    I do not have much experience with Asana, but I do appreciate the ease of integration with the Google Suite from Monday, I know this was a large selling point for our company, which is a G-Suite company. The ability to pull files from the Drive makes the application very useful.
    Incentivized
    Chose monday CRM
    I only used this for projects, and am unsure of if it's related to monday CRM. But I will say it's the closest I've used. I had a lot of issues with ClickUp crashing and completely not working, and I have rarely had issues with monday, unless the site was down.
    Incentivized
    Chose monday CRM
    There are many more options that can be used in the monday CRM Board than there seems to be in Teams or Salesforce. Slack is a very generic way to get the needed information out, and it makes the monday CRM Board very attractive in comparison
    Incentivized
    Chose monday CRM
    Overall, they are powerful tools that allow for similar management, efficiently and effectively, by all team members. Both tools are already used by the corporation, at certain times depending on the development of the company's maturity regarding the need to record, analyze …
    Incentivized
    Chose monday CRM
    I think I've covered it in other parts of this review, but I think monday.com CRM is a "HubSpot Lite" product. For the more basic sales reporting, monday is better because it auto-generates most of the dashboard. We're already using monday.com for almost everything related to …
    Incentivized
    Chose monday CRM
    NA.
    Incentivized
    Key User Insights
    Would buy again
    96%
    Would buy again
    94 Answers
    Delivers good value for the price
    98%
    Delivers good value for the price
    86 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    96 Answers
    Lived up to sales and marketing promises
    96%
    Lived up to sales and marketing promises
    77 Answers
    Implementation went as expected
    93%
    Implementation went as expected
    83 Answers
    Features
    monday CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of monday CRM
    Feature
    monday CRM
    7.9
    89 Ratings
    1% above category average
    Customer data management / contact management7.979 Ratings
    Workflow management8.886 Ratings
    Territory management6.648 Ratings
    Opportunity management8.076 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.670 Ratings
    Contract management8.258 Ratings
    Interaction tracking8.165 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of monday CRM
    Feature
    monday CRM
    8.1
    66 Ratings
    5% above category average
    Lead management8.166 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of monday CRM
    Feature
    monday CRM
    8.5
    83 Ratings
    10% above category average
    Task management9.181 Ratings
    Billing and invoicing management8.354 Ratings
    Reporting8.270 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of monday CRM
    Feature
    monday CRM
    7.7
    80 Ratings
    1% above category average
    Forecasting7.265 Ratings
    Pipeline visualization8.675 Ratings
    Customizable reports7.470 Ratings
    Customization
    Comparison of Customization features of monday CRM
    Feature
    monday CRM
    7.2
    80 Ratings
    6% below category average
    Custom fields7.980 Ratings
    Custom objects7.671 Ratings
    Scripting environment7.249 Ratings
    API for custom integration6.151 Ratings
    Security
    Comparison of Security features of monday CRM
    Feature
    monday CRM
    8.6
    74 Ratings
    2% above category average
    Single sign-on capability8.566 Ratings
    Role-based user permissions8.674 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of monday CRM
    Feature
    monday CRM
    8.6
    49 Ratings
    13% above category average
    Marketing automation8.649 Ratings
    Platform
    Comparison of Platform features of monday CRM
    Feature
    monday CRM
    6.9
    74 Ratings
    10% below category average
    Mobile access6.974 Ratings
    Best Alternatives
    monday CRM
    Small Businesses
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternatives
    User Ratings
    monday CRM
    Likelihood to Recommend
    8.2
    (99 ratings)
    Likelihood to Renew
    9.9
    (5 ratings)
    Usability
    8.6
    (96 ratings)
    Support Rating
    3.1
    (58 ratings)
    Implementation Rating
    8.2
    (1 ratings)
    User Testimonials
    monday CRM
    Likelihood to Recommend
    monday.com
    Our Integrated/brand marketing and Lifecycle marketing teams find monday CRM to be particularly useful for project management. Integrated marketing uses monday to build out our yearly promotional calendar, which keeps the entire company informed on all the launch and sale details for the year, across both retail and digital channels. The Lifecycle marketing team uses monday CRM to track individual campaign projects, mainly consisting of email asset creation. There are times when monday is not the preferred CRM platform, such as data and analytics tracking, project performance tracking, or scenarios when immediate feedback is required.
    Incentivized
    Read full review
    Pros
    monday.com
    • It is very easy to use and logical. Teams and departments can collaborate together to work as one team.
    • It is very useful in automating the processes of relevant departments.
    • The field names, types, and data you enter can be customized as per your organization's requirements.
    Incentivized
    Read full review
    Cons
    monday.com
    • It takes a while to get used to the UX if you are used to Hubspot or another CRM
    • We are still testing mass email functionality, it's a little less intuitive vs Hubspot
    • The quote/invoice forms are not pre-built into the CRM the way they are in Hubspot, so you have to manually set those up. Some might see that as a positive thing because it's more flexible with your respective tech stack, but it required more research on our end to make sure we set it up to flow efficiently.
    Incentivized
    Read full review
    Likelihood to Renew
    monday.com
    It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
    Incentivized
    Read full review
    Usability
    monday.com
    It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.
    Incentivized
    Read full review
    Support Rating
    monday.com
    When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
    Read full review
    Implementation Rating
    monday.com
    It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
    Incentivized
    Read full review
    Alternatives Considered
    monday.com
    Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office.
    Incentivized
    Read full review
    Return on Investment
    monday.com
    • The visibility of connected boards means that fewer people can manage them
    • AI is helping to automate operations through AI agents, and this allows me to reallocate personnel to other functions
    • Automation, whether through workflow or AI, helps in up to 72% of operations and the relocation of personnel to other areas
    • A visibilidade dos quadros conectados fazendo com que menos pessoas posam efetuar a gestão
    • A IA ajudando a automomatizar as operaçoes atraves dos IA Agentes e com isso posso descolocar pessoal para outra função
    • As automatizaçoes tanto por workFlow como por IA ajudam em ate 72% na operação e deslocamento de pessoal para outra area
    Incentivized
    Read full review
    ScreenShots

    monday CRM Screenshots

    Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.Screenshot of Sales Analytics - Used to build dashboards in real time with no development help, to gain insights into where deals stand, expected revenue, team performance, etc.Screenshot of Automations - Automates sales processes including automatic assignment of leads to reps, reminders for upcoming activities,  and notifications when a lead opens an email.Screenshot of Email Capabilities - Automatically logs sent emails, keeps track of interactions, and enables mass emails with personalized email templates.Screenshot of Activities Logging & Tracking - Displays all past and upcoming sales activities in one organized timeline.Screenshot of Post-sales Management - To help users build lasting customer relationships once the deal is done or stay on top of client projects, with collection tracking.