Mix of excel and CRM
December 03, 2021

Mix of excel and CRM

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

Overall Satisfaction with monday.com

A mix between an excel workbook and a CRM system, Monday.com allows us to collect data in a non-excel environment, then organize and assign tasks based on it. The output then filters up to an executive-level dashboard through which we escalate problems and where they can view the dashboards in a central place.
  • Project Management
  • CRM
  • Intake Forms
  • Better options for updating existing boards via excel workbook
  • Time savings
  • easy Project management
Easy to navigate
Excellent response times and customer service
99.9% uptime guarantee, never had any problems with performance.

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

Yes

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

Anyone who wants to organize their data, be it for project management, lead tracking, etc can benefit from its highly customizable dashboard setup.

monday.com Feature Ratings

Task Management
10
Resource Management
10
Gantt Charts
10
Scheduling
Not Rated
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
10
Document Management
10
Email integration
10
Mobile Access
10
Timesheet Tracking
10
Change request and Case Management
10
Budget and Expense Management
10
Project & financial reporting
10
Integration with accounting software
Not Rated