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monday CRM

Score8 out of 10

228 Reviews and Ratings

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What is monday CRM?

monday 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.

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Categories & Use Cases

Media

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.

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Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.

monday CRM Key Features

Learn about the best (and worst!) features monday CRM has to offer, as determined by TrustRadius' reviewers.
Based on 228 ratings of monday CRM's features
View all monday CRM features

Top Performing Features

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.3

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.7

  • Task management

    This includes the ability to plan, track, collaborate and report on tasks.

    Category average: 8.1

Areas for Improvement

  • Forecasting

    The software helps users accurately forecast sales based on volume and conversion metrics.

    Category average: 8

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.4

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 8

Who Buys & Uses monday CRM

monday CRM Reviews

What users are saying about monday CRM.
View all monday CRM reviews

Pros

  • Intuitive interface and ease of use for non-technical users
  • Robust automation capabilities for workflow streamlining
  • High degree of customization for tailored views and functionalities

Cons

  • Limitations in data fields and auto-enrichment capabilities
  • Complex and occasionally glitchy automation setup
  • User interface and navigation can be clunky or confusing

Good CRM with cool AI tool but it is very slow

Incentivized
Nick Shigov
Head of BD in Marketing at Indoleads (11-50 employees employees)

Use Cases and Deployment Scope

We use monday CRM to keep all leads up to date. It helps us to monitor pipeline, leave comments and notes about each client. as Business development manager I use it daily to handle all my leads

Pros

  • AI summary\reports
  • kanban workflow design
  • integrations with other tools

Cons

  • Optimization of GPU consumption
  • quick look at the lead card

Return on Investment

  • kanban CRM workflow
  • automation of CRM

Usability

Alternatives Considered

Trello and Atlassian Jira

Other Software Used

Trello, Freshdesk, Atlassian Jira, Bitwarden, Impact, Partnerize, TUNE Partner Marketing Platform

monday CRM an easy to use sales management system

Incentivized
Jason Stewart
Consultant in Corporate at Onward Learning (11-50 employees employees)

Use Cases and Deployment Scope

We use both monday work management and CRM. The monday CRM tool is used to capture leads and organize follow up on those leads. We use a monday CRM form to capture leads live and feed them directly to CRM and then organize follow up based on the lead temperature. Leads are assigned directly to appropriate staff for follow up.

Pros

  • Lead capture live at trade show
  • Organization of leads into specific types
  • Conversion of leads to contacts
  • Capture critical data related to leads

Cons

  • easier linkage between the CRM module and the Work Management module

Return on Investment

  • monday CRM has helped with better pipeline forecasting
  • monday CRM has helped determine ROI for trades shows attended by trackiing specific lead capture and conversion
  • monday CRM has helped determine appropriate sales staffing needs based on real numbers

Usability

Alternatives Considered

Zoho CRM, Salesforce Starter and Zendesk Suite

Other Software Used

ChatGPT, Anthropic Claude, Slack, Google Workspace

monday CRM is worth it every week

Incentivized
Verified User
Administrator (1-10 employees employees)

Use Cases and Deployment Scope

We utilize monday CRM to identify where in the project pipeline a project's status reflects. Easier to notice what details need to be added to the project prior to start. It also helps us differentiate between active leads into potential customers. Where in the purchasing process does the customer stay.

Pros

  • Easy organization between the different channels
  • Access between employees for sensitive scheduling information
  • Added comments regarding the status of a task

Cons

  • User permissions
  • UI depth
  • Chat support that works

Return on Investment

  • Positive: clients don't get lost
  • Positive: Projects get finalized
  • Negative: Not enough depth

Usability

Other Software Used

Contractor Foreman, Shopify, Google Ads

We use it every day

Incentivized
Verified User
Director (1-10 employees employees)

Use Cases and Deployment Scope

We use it for all of our project management and CRM needs. Using notifications, automations and status updates, we're able to see where each project is up to and what tasks have been assigned each team member.

Pros

  • Email automations
  • Time tracking
  • Colour coding

Cons

  • Minimise needing to jump between boards
  • Pulling CRM data for a client to use in a notification on a different board
  • Time tracking per client across multiple boards and projects

Return on Investment

  • It keeps us more organised
  • It allows us to map out months worth of work at a time
  • The monthly costs to add extra team members and extra functionality is very prohibitive though

Usability

Alternatives Considered

ClickUp

Other Software Used

Xero, Google Workspace, ManageWP, Canva, Shutterstock, FastStone

monday CRM is great for custom workflows and non-standard sales pipelines

Incentivized
Verified User
Manager in Marketing (11-50 employees employees)

Use Cases and Deployment Scope

We use monday CRM as a way to manage our sales pipeline and subsequent onboarding process. It helps us track potential customers and follow their journey through the negotiation, contract signing, and a lengthy onboarding process where we collect a lot of documents and information about our customers. From there, we continue to keep our customers in the monday CRM so we can follow up when documents expire or contracts need to be resigned or renegotiated. The monday CRM acts as our source of truth for our customers' information.

Pros

  • Data management
  • Automations
  • Access management/security
  • Easy data visuals and reporting

Cons

  • Tutorials for less tech-savvy users
  • Customer interaction integrations
  • Expanded scope of HIPAA-compliant tools

Return on Investment

  • Lower time to contact leads and opportunities
  • Less time spent managing projects and workflows
  • Contributes to time-savings by making information easily accessible

Usability

Alternatives Considered

Zendesk Sell

Other Software Used

Customer.io, monday.com, Google Ads

monday CRM Alternatives

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