Monday.com as a CRM: A Detailed Review
November 05, 2022
Monday.com as a CRM: A Detailed Review
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with monday.com
We use monday.com as our Customer Relations Manager. It is used on a daily basis to track calendar management and client management. It is also used on a weekly basis to review weekly and monthly stats for the company. There is a lot of great information on monday.com and there are so many things you can do once you get to know the system. The only setback I see in using monday.com is internal automation (I wish you could allow certain actions on Monday to trigger other actions). Though, they do a wonderful job incorporating external modifications (although I wish there were a few more automation that could be set in place for email campaign systems- such as Active Campaign).
- Client management is made easy. You can store and update client information as needed, you can insert documents associated with each client, and you can organize client data to better suit your daily needs. There are many modifications and customization options for CRM.
- Weekly/Monthly/Daily Stats: monday.com allows you to organize data under different "tables". These tables can help you identify your stats for any period of time and are very helpful in deciding the next steps.
- Administrative Task Management: monday.com can also act as a to-do list for your company to collaborate on (each person can have an individual account, but teams can be set up for them to collab on). It also allows us to organize hiring processes and human resources information.
- Internal Automations: There should be a little more availability to trigger actions within monday.com itself. For example, it would help tremendously for us to be able to set up a date when clients are automatically transferred into a new board or group.
- Expand on External Modifications: monday.com has recently focused on the aesthetics/look of the application, but I would rather they began focusing on how monday.com operates with other applications. We have a email campaign system (Active Campaign), that does a beautiful job of integrating apps, but monday.com is very limited on their external automation availabilities with campaign systems. Not sure if this would apply to many other business models, but as a CRM- I can see this being beneficial.
- Limiting Access within Boards: monday.com has recently added a limited access to specific boards, but I would love if this feature expanded to where certain team members could only view a board rather than edit it (It is possible that this is available for a higher subscription and we simply do not have access to it at this time).
- Time Saving: This gives my client the opportunity to have everything he/she needs at their fingertips. I can organize and sort data to show them exactly what they need for each day and can hide unimportant information as necessary.
- Team Collaboration: monday.com allows us to collaborate with one another about our clients' successes and this prevents us from need to have constant meetings about where clients are at and who's met with who.
- Tracking: monday.com has hugely benefited our team in it's documenting abilities. We are able to track specific dates clients were spoken to, as well as upload physical documents that clients have sent in to us and allows us to distinguish what information has already been given to the client.
Overall, monday.com's performance has hugely benefited our business as a whole. There are very few moments where monday.com becomes restrictive, and even fewer moments when monday.com becomes frustrating and for software, I'd say that's a rather big accomplishment. I would like to make a note that if the system is going to be down for any period of time, monday.com should do a little better at warning customers (possibly with a banner over the system like they do for new updates).
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?
I wasn't involved with the selection/purchase process
Did implementation of monday.com go as expected?
Yes
Would you buy monday.com again?
Yes
monday.com Feature Ratings
monday.com & Collaboration
Yes. Our team is entirely remote and we use Monday.com to communicate with one another about client progress.
6
While there are ways to handle project management on Monday.com, I believe there are better software options for this. Monday.com is much better at customer relations management.
Using monday.com
3 - Operation Manager/Client Success Manager CEO Mindset Coach
1 - Skills required: Organization Time management Documentation Transcription (note-taking) Basic CRM knowledge Technologically proficient
- Customer Relations Management
- Administrative Tasks
- Sales Leads/Booking Call Stats
- To-Do List
- Human Resources
- Collaboration
- Ad Tracking
- Task Management (Expanding on current use)
- Hiring Processes
Evaluating monday.com and Competitors
Not Sure
- Product Features
- Product Usability
- Product Reputation
The features of monday.com truly dictated why we went with this software. monday.com is a very capable software and is very versatile in that way.
If we had to do this again, I would seek more referrals, test other softwares, and reassure my decision in this current software.
monday.com Implementation
- Implemented in-house
Change management was minimal
- I wasn't there for this stage.
monday.com Training
- No Training
We utilized YouTube resources when needed, but most things felt like second nature due to previous knowledge of CRMs.
Configuring monday.com
Internal automations (triggering events).
Yes - we have customized the interface extensively - This was fairly easy to do and I really appreciate this.
Not at this moment.
monday.com Support
| Pros | Cons |
|---|---|
Good followup Problems get solved Kept well informed No escalation required Support cares about my success | Difficult to get immediate help Need to explain problems multiple times |
No, there aren't many things in monday.com that we would need support on, but on the off chance that we do need it, these are typically problems that can take a little longer to get back to.
Not applicable.
Using monday.com
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Convenient Feel confident using | None |
- Creating Boards/Groups
- Customizing Information
- Collaboration/Note-taking
- Integrating documents (not necessarily cumbersome, but I can see how some might struggle with this)
- Synchronizing everything (again, I got into this software after it had already been set up)
Yes - I don't use it. There is too much information on monday.com for this to be super mobile friendly; however, I know the mobile version works if I absolutely needed it.
monday.com Reliability
Integrating monday.com
- Active Campaign
- Emails
- Calendly
To be entirely honest, none of these worked the way we wanted them to. We were hoping that monday.com could trigger an automation in Active Campaign and it doesn't seem to work. For emails and Calendly, we were hoping these applications could trigger the creation of a "subject" but that didn't work either (without the use of Zapier).
- Active Campaign
- Gmail
- Calendly
I know there are already some integrations with each of these, I do not know monday.com's plans to expand on these. I would hope that they would allow a separate option outside of Zapier to connect this applications though.
- File import/export
Not that I can think of.
Expansion on external automation and addition of internal triggers.
Relationship with monday.com
None that I am aware of.
Upgrading monday.com
- Display/Customization
- Integration expansion (internal/external)