monday CRM

Score8.2 out of 10

218 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

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.

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: 8.2
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

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

Employee in Information Technology (11-50 employees employees)

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.

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

Verified User

Director (51-200 employees employees)

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

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

Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

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