#1 most frequent
United States of America
68.2%1,155 installations of 1,694
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.
Categories & Use Cases
Media
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Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.
Top Performing Features
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
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
Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 8.2
Areas for Improvement
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.4
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.9
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: 8.1
Who Buys & Uses monday CRM
#2 most frequent
Canada
6.7%113 installations of 1,694
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
5.6%95 installations of 1,694
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
monday CRM an easy to use sales management system
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
We use it every day
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
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
Great software
Use Cases and Deployment Scope
Monday CRM is great for the folowing reasons:
User-Friendly Interface: Monday is so visual and easy to use.
Fully Customizable: Unlike rigid CRMs, Monday allows you to build your own workflows from scratch.
No-Code : You don’t need to be a developer to build complex systems. It's very intuitive.
User-Friendly Interface: Monday is so visual and easy to use.
Fully Customizable: Unlike rigid CRMs, Monday allows you to build your own workflows from scratch.
No-Code : You don’t need to be a developer to build complex systems. It's very intuitive.
Pros
- No code
- Fuly customizable
- easy to use
Cons
- Not always easy to do everything that we want
Return on Investment
- It's great but the cost is expensive
Usability
Industry Vet Learning a Great New System
Use Cases and Deployment Scope
Our team uses it for visibility and to allow other teams to take a look at all upcoming projects and shows. It is also key to track my employees work and be able to offer assistance when those employees need to take time off.
Pros
- Allow visibility across departments
- Track project movements
- Communicate with other teams
Cons
- Needs a simpler interface
- to properly utilize it takes tremendous amount of training
- should have toned down versions that are easier to adapt for departments that do not touch it as much
Return on Investment
- has streamlined communication
- has reduced unnecessary work
- has organized the scope of work
Usability
Alternatives Considered
NetSuite ERP
Other Software Used
Slack, Rippling
