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Great product, makes Mondays more bearable
Updated May 11, 2022

Great product, makes Mondays more bearable

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We use Monday.com to manage the leads which currently have the status for each one. We also use it to manage the projects that we have ongoing, using the ability to drill each task down into subtasks to help manage the projects better and also give our customers a view of the project without the need to chase for updates. We are currently trialing linking this to leads from our website to help with automation.
  • Ease of use
  • Project management
  • Mobile
  • Link documents
  • Collaboration
  • Customizable status's for multiple groups.
  • Easier project management
  • Staff adoption
It's really easy to use but there are some templates that just seem to overcomplicate things. They are great to take some items from and use in your own template. The main issue we are seeing is with the mobile app and the overall status of subtasks being shown as a percentage of the main task. It doesn't seem to work properly just yet, but I am sure it will in time. Some of the automation can be tricky to get set up, but in general, the usability is good.
Had some good experiences with Customer Support but I haven't had to use it too much yet. They have come back with some good responses and on initial use; they seem to have a good setup.
The performance of the system has been great so far and we haven't really had any issues with any of the systems yet. The system was easy to set up and you are able to tinker with things as you go. The only issue I have with the system is that every user on the account is able to see every board, group, and workspaces which is not great. There are some sections on the system which we would like to keep hidden but we do not have the ability to do this without paying more money for the next license which we do not need.

Do you think monday sales CRM delivers good value for the price?

Yes

Are you happy with monday sales CRM's feature set?

Yes

Did monday sales CRM live up to sales and marketing promises?

Yes

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

It's great for project management and being able to get engineers to update the status of each section of the project and add photos and comments of any issues they have. The customer can then see this in real-time and you can collaborate really easily without the need for endless email trails. You can also update a task via email if you need to. Less appropriate if you have a project with different groups of tasks that all need different statuses as it only allows you to have the same status settings for all groups on board.