monday CRM

Score8.2 out of 10

216 Reviews and Ratings

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

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

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.

Automations - Automates sales processes including automatic assignment of leads to reps, reminders for upcoming activities, and notifications when a lead opens an email.

Email Capabilities - Automatically logs sent emails, keeps track of interactions, and enables mass emails with personalized email templates.

Activities Logging & Tracking - Displays all past and upcoming sales activities in one organized timeline.

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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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: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 8.2
Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 8.2

Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.3
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

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

Phil Dunseath View profile

Marketing Technology Manager in Marketing at Advance-HE (51-200 employees employees)

Use Cases and Deployment Scope

Used for essential business processes and operations. Increases business efficiency by reducing manual work and use of automation. Managing marketing campaigns and distribution of tasks between colleagues and teams. Import and syncing of data from other platforms.

Pros

Intuitive user interface.
Flexible and can be applied to any process or workflow.
Constant road map of development.
Interconnected product suite.

Cons

Campaigns module in BETA.
Some essential basics still on development roadmap.
Can only embed forms as an iframe.

Return on Investment

Flexibility
Intuitive
Modular

Usability

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

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

Verified User

Manager in Marketing (501-1000 employees employees)

Use Cases and Deployment Scope

Dr. Squatch uses monday CRM to plan out yearly promotional marketing calendars for our entire organization, and many other teams, namely our Lifecycle Marketing and Partnership teams, use monday as a campaign management tool. Using monday ensures that all cross-functional teams stay well-informed and updated on all of the details surrounding campaigns. It has allowed us to streamline communication to the appropriate stakeholders on each team so that nothing falls through the cracks; in such a fast-paced environment, this sort of tool is absolutely critical to keeping us organized. The scope of our use case is project and campaign management.

Pros

Project management: We have various copywriters and graphic designers that may be involved with creating assets for any given campaign series. monday allows us to easily assign campaigns to specific team members, and allows those team members to filter to tasks assigned to them. This way, everyone can see the broad scope of projects being worked on across the team, but also stay focused on their individual projects.
Cross-functional collaboration: monday allows our company to stay connected yet organized by using one central board as the guiding light for our yearly promotional calendar. It's easy to break down a project into multiple components, and assign out each piece of the project to various stakeholders across the company to ensure nothing slips through the cracks. We can also rely on monday's calendar view to easily visualize our organizational pipeline.
Progress tracking: We rely on monday's button features to easily visualize where each campaign is in its stage of completion. This makes it extremely easy to quickly get a sense of how we're tracking on our progress, in one quick glance, without having to take extra time to double click into each project and manually view each asset. Instead, we can easily understand where everything is by viewing the buttons we've set up to correlate with each stage in our process (copy, design, QA, partner review, etc.).

Cons

Though we rely on monday's calendar view, it would be much more helpful if the calendar operated a bit more like Google Sheets, where we could easily leave notes/tag members on our team with updates.
Global search: We've used monday for so long, that our board is quiet extensive. We also haven't had a consistent naming convention during the many years I've worked at Dr. Squatch. At times, I'd love a more comprehensive search feature, to make it easy to find to old work we've done even if I don't type in the exact name as it was entered. Perhaps a tagging system could be useful here, to allow us to categorize certain projects that we work on.

Return on Investment

monday CRM helps us expedite our asset creation process by allowing us easily track and balance the workloads for every member of our team. This makes us more efficient, ensuring there are no gaps in our workweeks.

Usability

Alternatives Considered

Asana

Other Software Used

Klaviyo, Postscript, Figma, PostPilot, SafeOpt

Salesforce Agentforce Sales

Pipedrive

HubSpot CRM

monday CRM

What is monday CRM?

Categories & Use Cases

Media

Key Features

Top Performing Features

Role-based user permissions

Workflow management

Marketing automation

Areas for Improvement

Territory management

Forecasting

API for custom integration

Reviews

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Use Cases and Deployment Scope

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Return on Investment

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Usability

Alternatives Considered

Other Software Used

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