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monday sales CRM

monday sales CRM

Overview

What is monday sales CRM?

monday sales 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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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 22 features
  • Task management (44)
    8.8
    88%
  • Pipeline visualization (43)
    8.4
    84%
  • Customer data management / contact management (46)
    8.3
    83%
  • Workflow management (46)
    7.8
    78%

Reviewer Pros & Cons

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Pricing

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Basic

$12

Cloud
per month per seat

Standard

$17

Cloud
per month per seat

Pro

$28

Cloud
per month per seat

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://monday.com/crm/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $10 per month per seat
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.6
Avg 7.7

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.2
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.8
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.7
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9.1
Avg 8.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

6.6
Avg 7.1

Platform

9.2
Avg 7.5
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Product Details

What is monday sales CRM?

monday sales CRM is a dedicated sales platform that enables business owners, sales teams, and RevOps to manage the entire sales cycle from pre- to post-sales — managing all customer data in one centralized place. It is used to capture leads, manage contact communication, automate manual processes, and track every deal status so that no opportunity slips through the cracks. Then, sales processes can be analyzed using real-time data in customizable dashboards.


Once a deal is won, all post-sales activities can be managed directly from monday sales CRM. This connects all company stakeholders, like finance, legal, and account managers to all relevant information, to ensure smooth billing, contracting, and onboarding.


Key CRM features available on monday sales CRM include:

- Mass emails & HTML Editor

- Shared email inboxes

- AI email generator

- Funnel chart

- Leaderboard

- Mobile CRM experience

- Deal stages


monday sales CRM integrates with most sales apps and tools to ensure work is done as efficiently as possible.

monday sales CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Interaction tracking

Marketing Automation Features

  • Supported: Lead management

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Platform Features

  • Supported: Mobile access

monday sales 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.

monday sales CRM Videos

Testimonial: Ray White
How-to video
monday sales CRM demo
Closing deals and automating the rest with monday sales CRM

monday sales CRM Competitors

monday sales CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesGlobal
Supported LanguagesEnglish, Spanish, Portuguese, French, Italian, German, Japanese, Korean, Russian, Dutch, Turkish

monday sales CRM Downloadables

Frequently Asked Questions

monday sales 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.

monday sales CRM starts at $10.

Pipedrive, HubSpot CRM, and Salesforce Sales Cloud are common alternatives for monday sales CRM.

Reviewers rate Custom fields highest, with a score of 9.4.

The most common users of monday sales CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(128)

Attribute Ratings

Reviews

(1-25 of 56)
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Score 10 out of 10
Vetted Review
Verified User
I use it to track my proposals and follow up on potential sales. It gives me reminders to follow up but also shows how much I have proposed and sold. Great tool.
  • Tracks Sales
  • Potential Sales Tracking
  • Scope Tracking
  • Follow up reminders
  • Automatic company updating when a contact person is assigned
  • When a company is listed show the company contacts first
It is good at tracking overall sales but not overall profits.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM allows us to keep track of potential customers and create a pipeline of interactions so we can keep on top of who has been contacted and where we are on the sales pipeline. It has resulted in more conversions and less staff time wasted trying to determine where we are with the customer.
  • Tracking customers
  • Storing data / information that multiple staff members need access to
  • Assigning tasks and monitoring staff
  • Setting reminders
  • Calendar which could interact with zoom etc
  • Shopify intergration
monday sales CRM has allowed me to track potential customers in the sales pipeline. We can designate set steps that staff must follow and a timetable and this sales pipeline has resulted in more sale conversions and less staff time, making how customer acquisition more effective. It has also allowed us to share large amounts of data/information with staff who might be working from home and therefore not able to collaborate in person.
Gal Avraham | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We collect leads and quality them.
We also created a board that allow key users to vote and feedback on deals.
We use this for our pipeline.
It also gives us pretty good reports and we did setup automations to better support our business processes. In general, it is not sufficticated system. Easy to use,
  • Leads
  • Pipeline
  • Polls and votes
  • Customization
  • Poor Hebrew support
monday sales CRM is great for task oriented stuff, status management , follow up on things we need. it is very easy to follow up on leads status and make sure it is taking care of.
Jaime Maña | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Sales Pipeline and control of contacts and leads. Activities control
  • Lead control
  • Control users
  • Opportunities control
  • Tasks control
  • Dashboard panels (Columns could be modified in agree with the user)
Well Suited: control Tasks, leads and opportunities
Less appropriate: Billing / Proposals / Sales control
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Monday helps us to manage efficiently sales process and do follow-up of communication with companies. It helps us to effectively track managers' activities, provide sales, and close sales. The main business problem that helps us solve monday is tracking managers communications with customers. Every communication with potention customers is tracked in monday account
  • Creating timeline of communications with customers
  • effectively manage employees actions
  • Get realtime notifications of employees activities and
  • Make it easy to use for newcomers
  • Customer interactions
  • Creating new cards are sometimes little messy to understand
I still have to understand how bigger scope is working, after experiencing full potential maybe it is possible to increase how monday is good for companies values. at this moment monday is only used for tracking managers activities to customers and besides this we still have to use other software's for communications with our employees.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use monday.com for everything from onboarding new hires to tech support requests and projects to the CRM to manage our partnerships. Primarily, I build out processes within monday.com for other members of my team to use. Most recently, we've built out a training tracking board that is keeping the process of HIPAA and CyberSecurity compliance automated and up-to-date.
  • Marking and sorting things by stages
  • Automation that gets rid of a lot of busywork
  • Visual cues and color coordination
  • Interconnectivity between the boards is present but not fleshed out - I'd love updates on one board to change things on another.
  • There's no "hide" feature - like, I do not want to delete this thing but also do not need to see it daily
  • Forms can add a new item but cannot update an existing item, which would be ideal - like with a drop-down to select the item in question? That would be so cool!
Smaller companies can really build out processes and structures on Monday.com. I don't suggest it for order or warehouse management, which I've seen some people try to do, but for employee management, CRM, and project management, I find it to be very useful and well-suited. My favorite thing is the Forms feature, which allow outside people to update your boards without seeing them.
Marcello Arpino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It's a great way to improve your sales by managing oportunities and helping your team to better develop the lead qualification process. It helps the pre-sales team as well as the sales team to get a better converting rate, helping getting track of leads that would fall behind otherwise, and with doing so. It also helps you to have better results of your marketing investments, not only by getting a higher convertion rate, but as well as getting more information for the marketing team to better analyse the results of the campaings and have ajustments then, as well as helping to create new campaigns focusing on new solutions or even rethinking the way you show your product or service to you ICP.
It gives you a great operational and management tool to improve your results in a lot of ways, and you can even customize it.
So, in the end, it all up to you to make the best results possible by having the right processes running on the right tool and managed by the right methods.
  • You can manage leads that are not yet sales qualified
  • You can manage real sales opportunities with your team
  • You can analyse you efforts and results, so you can always improve productivity
  • I think that it could be more eficient on guiding the sales team to never have a deal without a task programed
  • It would be better if it had a direct connection with prospecting tools, such as Apollo.io
  • It would be interesting if it had a default board that automated the creation of a project board for services companies
I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales.
But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.
Score 9 out of 10
Vetted Review
ResellerIncentivized
I started my work on monday as a marketing manager in a large e-commerce company - we were looking for a flexible and convenient solution to manage the many departments in the system without affecting the management of customers and the various sales processes. I started working with monday and slowly I was drawn in and built a step and another step for the business until we introduced all the work processes. With the help of working with monday I canceled licenses for 7 different systems and we saved tens of thousands of dollars a year not only because of the systems I stopped using but because nothing fell through the cracks anymore.
  • Lead management
  • Control over the department
  • Automated sales process
  • Improving support response times
Accounting and inventory management of a business is less suitable for monday - we personally connected the accounting and inventory system to monday and created a complete process.
March 10, 2023

Worth every bucks

Miyuru Ramanayake | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It helps to boost productivity and helps to manage the leads and our clients. Centralized communication helps to communicate on an effective way. Regarding the report of sales, Monday's dashboard makes the work easier with a widget like charts, and graphs it can be customized according to our needs and preferences.
  • Sales dashboard with widgets
  • Its compatible on mobile
  • Managing leads
  • Tracking clients
  • Contact management
  • Deal stage
  • Activity view under contact
Monday is a great software to manage projects but it needs some advancements in contact management such as keeping track of phone number , email chat history. Sales dashboard functions are limited comparing to some major CRM tools.
Score 3 out of 10
Vetted Review
Verified User
Incentivized
We use monday sales CRM to track patient referrals from key referral partners. We have a 30-day residential program, and we track each patient referral from military bases, and the individual contacts at each base that referred. We have another board that tracks incoming leads from google ads for our sales reps to reach out to
  • Layout is simple
  • Easy to add / remove users
  • Board functionality allows to separate different use cases
  • Set up and implementation was very difficult, reps would not respond, I would have liked to have a customer service liaison just for me
  • Email integration is clunky and not always reliable
  • Automations need additional "when" actions
  • Automation for account vs contact level is very difficult
It's a good product for the price point but certainly more frustrating to work with than other CRMs (hubspot, Salesforce).
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use monday sales CRM to track our weekly, monthly and yearly sales. We are able to categorize our leads to determine whether or not they are hot leads in order to prioritize them amongst our sales staff. We also use monday sales CRM to track our equipment rental side of the business so we know when the equipment is due back as well as inventory so we know when we need to order more equipment. We also use it to schedule our warehouse deliveries so they know which equipment needs to be packaged up for delivery and what day it needs to be done by. I also use it to track our social media and email marketing so I know whether or not things are working or need to be changed. We also use it to track our demos so we know when our traveling salesman has availability.
  • Sales Tracking
  • Client Management
  • Scheduling
  • slow at times
  • difficult to create formulas for specific columns
  • need more dashboard widgets
If you have issues with keeping track of things like sales, clients or just regular daily tasks then monday sales CRM is perfect for you. It is essentially an online spreadsheet that gives your entire team the ability to update it and add notes to each task. I don't really see a scenario where it isn't appropriate because each workspace can be made to work for whatever you need.
September 28, 2022

An Insider Look at Monday!

Ian Gonzalez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Monday to communicate any messages or updates that we may have on the status of our clients. Monday really allows for us to stay organized and keep track of everything in regard to the corresponding files. We use it every day to provide updates about our borrowers.
  • Allows us to track dates.
  • Tag other collogues to address them directly.
  • Sends notifications to us whenever we are pinged on a message.
  • Resends notifications even after a couple days it has been addressed.
  • Marks me as a viewer even though I sent the message out.
  • How it displays the entire pdf instead of just the link.
Monday is really great for tracking appraisals where we can list when it was ordered, when the due date is expected to be and when the inspection has been completed. I also enjoy how I can tag my coworkers to directly address them in my comments, so they see it. I allow all of us to stay accountable by staying updated by having to check Monday in order to stay in the loop.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Monday is really helpful and it helps us to organize our work. It also has customized options as per our requirements.
  • sales order
  • project engineer requests field
  • invoicing finance
  • to prepare engineer database
  • to understand work done by each employees
  • there should be like between sales order and sales order cost by default instead of doing it manually
  • it should help us to add the contract time period and send us reminders when the contract ends
  • for accounts it should add more features
it helps to make our work easy like it has got all data in one place. Even my managers can get all projects I am working on just by looking on Monday
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We track leads and buyers within our Monday Sales CRM for both our live events and online business.
Monday allows us to:
  • Grant product access in Kajabi via Zapier connections
  • Track payments and account status
  • Update account information in Kajabi (Zapier)
  • Track and assign incoming emails from our buyer's list to the appropriate team member to ensure quality customer care
  • Monitor customer contact and flag customers who have not been contacted within a set date range
  • Track product fulfillment for various products and services within a purchased package (including start and end dates that are unique to each customer)
  • so much more...
  • Integrates with numerous other programs, applications, software, etc.
  • Organizes data for various departments (including creating items in different departments when statuses change)
  • Automates processes
  • Provides multiple views of the customer data to effectively sort and organize for productivity
  • I love the ability to email from within the program, but it's a little bit clunky, sometimes mildly glitchy
  • It would be amazing if duplicate line items could be flagged and merged easily, but this is not currently a feature
I absolutely love Monday.com. I love that monday sales CRM allows me to have a central hub for all of our systems so we can track and share information and make sure everyone has what they need. It's a process to get everything running the way we want it, but I'm very systems-minded so it's very much like working a puzzle. When the pieces fit perfectly and it does what we want, it's very satisfying. It's flexible for those who want to automate processes and integrate systems or those who just want to do the basics and record their data in one place.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use it as a lead tracker and to keep our team informed. We have a lot of leads that come in, and organization is critical in making sure our operation runs smoothly. It also helps to keep all parties informed because of its auto features, like the emails it sends out. We also appreciate the reminders letting us know when to follow up.
  • Follow up reminders.
  • Pipeline maintenance
  • Functionality
  • Bumping up follow up clients to top of list to prevent them going to the bottom.
  • Give alerts to phone so they do not get lost in emails.
Monday sales are well suited for companies that generate a lot of leads from different sources. Being able to keep and manage who and where the leads belong is key. This is useful if your team has different members working on certain types of leads, as you can assign them to different parties. I do not believe it is appropriate in scenarios where they may only be one single lead manager or if leads come from one source only.
Yair Cohen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Monday.com CRM has been the best choice for a startup of our size, allowing us to efficiently manage the relationship with hundreds of organizations through our first year. As opposed to other CRM tools, the onboarding time was short, and the engagement metrics of our internal team were super high.
  • Adding new contacts and opportunities
  • Managing subtasks and next steps with each prospect
  • Keeping notes and updates from engagements
  • Capturing communication via multiple channels
Well-suited for organizations with few sales people.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it to track both leads and opportunities (throughout the entire lifecycle). The CRM is the first board in a series of connected boards and automations that we refer to as our "monday Ecosystem". This interoperation has allowed us be able to track a project from opportunity to close (Sales Team --> Project Team --> Partner Success Team). The CRM also connects to the invoicing board so we can pay the correct sales rep their commission; connects to the project assignments and high-level board so project team members can access contracts, budgets, and scopes unincumbered.

Prior to the CRM we were using spreadsheets, and it didn't give us the Macro level insights needed on a quarterly basis to make projections for the company that then inform my departments hiring. Having monday has paved the way to more expedited and confident decision making that can be felt throughout every level of the org.
  • Tracks where an opportunity is in the pipeline with confidence for becoming a project.
  • Connects to other boards, sharing critical information quickly and removing duplication.
  • Displays visualizations of real-time data across departments and the organization.
  • I'd like to be able to create automations from twice-mirrored columns. Have some sticky work arounds that are cumbersome to build and maintain.
  • Being able to group by XYZ would save time and the several views required for all stakeholders that see into the CRM.
  • I wish the dashboard dates automatically updated themselves so that week to week I could look and see where we are in the pipeline, without having to manually adjust the dates each week.
To have insights as to where an opportunity is in the pipeline is the benefit of any CRM. But then being able for that opportunity to be re-created on another board once it's reached a certain threshold (75% win probability, "verbal approval") and notify managers that they should start considering staffing and preparing delivery teams without duplicating efforts is a timesaving, game changer! We see what the BD team sees in real-time as it's being updated, with just the info we need mirrored so we can make staffing decisions. Incredible!
Kari Baker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use monday to track our regular sales cycle and our renewals sales cycle. We've set up connections between these boards in monday, so that once a prospect becomes a client they are shifted into the renewal cycle. monday made this much easier to manage than our previous software and allowed us to set up the custom automations we needed regarding these pipelines. We have also incorporated our onboarding checklist details into a board to make sure that nothing falls through the cracks. We like seeing our Sales Pipeline as a Kanban board and find the multiple board views very helpful. We also keep track of all of our contacts in monday and have them categorized by multiple different searchable factors.
  • Easily customizable automations.
  • Templates for different types of boards.
  • Multiple views of the same information.
  • Very easy setup.
  • Ability to have monochromatic Kanban boards.
We're a small team that currently manages our sales process without a designated sales person. Our sales boards allow us to keep track of everything that is in process for quick updates. We're able to make weekly updates and present our progress in weekly meetings, since it's very easy to update the boards.
Ken Flickinger, Jr. | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It is used to track all sales opportunities and contacts. Once projects are awarded, it is used to help project incoming commission cash flow and accrued revenues. Each product line that we represent is tracked separately and contacts associated with the opportunities and/or projects are tracked as well. All new potential customers are added to the database and it is used by our marketing organization to create marketing/sale outreach campaigns.
  • Organize opportunities.
  • Track status.
  • Allow for updated information and detailed opportunity info.
  • Tracking contacts by company, not just individual.
  • Auto copying contacts you have entered previously to assign to opportunity.
monday works very well to track opportunities and contacts with important information. It does not integrate with Outlook or Google contacts as well as it could. It is an excellent software for solid CRM without the expense, hassle and user-unfriendliness of Salesforce, which our company has to use with some of the other companies we work with.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Since we have begun using monday almost a year ago, we've been able to streamline our processes and have become more organized.
  • Streamline processes.
  • Better communication.
  • More organization with customers.
  • Easier scheduling customers.
  • Easier integration with other software used.
  • Allowing other fields to populate with information already filled in.
  • Would like to see an easier Accounts Receivables board/area.
  • Unable to see e-mails when working from mobile app.
  • Would like the capability to text from desktop like you can when using mobile app.
It's helped our time management over the last year when it comes to scheduling our customers. Ease of communication within office about upcoming projects.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Monday helps to keep control of bill collection, service ticket management and sales funnel implementation. It helps us to improve our customer service and increase their overall satisfaction by decreasing notably our response time. The interface is really simple and it's very easy to improve or create new dashboards as required.
  • Easy interface.
  • Always online.
  • Personalized alerts.
  • Adaptable and customizable.
  • Whatsapp integration.
  • Better interface on handheld devices.
It is very customizable, so it's hard to think of a scenario where it wouldn't work well, maybe project management or product pipeline, but I think it might be pretty useful there. For sales funnel and service ticket management, it works like a charm.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
As a Learning & Development company, we use Monday.com to track progress with our programs/projects by creating project plans that list our tasks, time spent, budget allocation, profit, etc. From this, we create dashboards to give a visual overview, which we share with our team members and stakeholders, so they know how the project is progressing. As a business, we also use it to track team outputs, holidays, and our social media calendar. As an account manager, it is always open on my screen alongside our main calendar and gives me maximum visibility.
  • Dashboards to provide high-level overviews
  • User-friendly
  • Personalization
  • Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
  • More color shades for groups and labels
  • Keep adding new widgets for dashboards to provide an even greater overview
Great for creating and managing projects. I've also recommended that small businesses track their outputs against turnover/profits. Ideal for managers, less ideal for leadership positions - leaders often want the high-level overviews without spending the time creating the boards/functionality.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Currently, we are using Monday.com for the following purposes: CRM for potential customers separated by the respectful market CRM for current customers separated by the compliant market Credit control; the team responsible for this financial part is keeping track of customers' credit limits and creating a report for the accounting department. Projects/Tasks, each group or team member has different tasks depending on the complexity of the desired results. Monday is convenient in this situation, allowing us to follow how each project/task is developing.
  • Variety of columns, giving the possibility to add different information
  • The possibility filtering in plenty of ways
  • The possibility filtering in different workplaces in the same time
  • Every few days, it crushes
  • More animations
Monday is suited for small to medium businesses, I would suggest. We bring a small business; it gave us tremendous flexibility when it comes to saving and following up with our customers and leads of the sales agents. Another handy feature is the already prepared dashboards which are easy to use, and the desired results are much faster than making it from scratch. Having the possibility to filter and search information in different workplaces is one of the futures I see only in this platform.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Monday sales CRM to keep track of our current retailers and their needs, new leads, and weekly sales. As well as a full catalog of our products and their options. We even offer some of that information to our retailers. Then we also use Monday sales CRM to manage different projects like prepping for photo shoots and trade shows and managing supplies for our contractors.
  • Provide fast and easy steps to get started.
  • There's an automation for just about anything I need.
  • Easy to navigate thru the site
  • The overall look is very pleasing. Dare I say pretty? :)
  • I'd like there to be one place to hold all files, docs, etc - mainly the ones we use a lot. And then can pull from there for emails, boards and workspaces.
  • Capabilities to add video files
  • Capabilities to integrate with Quickbooks Enterprise.
I love Monday sales CRM! It's super easy to use and I love how everything looks! We use it to keep track of our inventory and product options, as well as our current accounts and leads, plus so much more. It's great for ongoing (never-ending) projects and even for the short, one-off ones too.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use it to keep track of a lot of things for multiple companies that my CEO owns. Inventory of office furniture, swag, laptops/monitors, corporate office keys & badges, I use it to keep track of quotes & budgets when I'm planning events. I use it to track lodging, activities, and food for retreats/meetings. I use it to track maintenance requests. I use it to track action items from meetings.
  • Keeps things safe
  • Allows you to share info with other users
  • Keeps things organized
  • All members of the board are unable to copy workspaces
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