My CRM for Life and Business
March 09, 2023

My CRM for Life and Business

Dallas Waldon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

I'm obsessed with Monday.com. There, we manage our deal flow, marketing campaigns and ongoing contracts. The automations make work flow in every area smoother. Meanwhile, email integrations help keep communications regarding a particular deal in one place. Honestly, I love Monday.com so much that I use it for my personal life as well! It's easy to use, but flexible enough to really customize it to any type of organization.

Pros

  • automating tasks
  • managing client onboarding
  • organizing communications

Cons

  • texting integration
  • cut our deal review time by over 70%
  • easier management of advertising strategies
I have VAs who have never used Monday.com easily create automations and new board layouts confidently. The templates have examples that really help too!
I don't remember a time that I've had to use customer service, but that has to be a good sign! haha
I think the only issue we ran into was a board limited with how many items can be uploaded. I wish I could have an unlimited amount of items, but I understand how that would slow down the system's connections and search capabilities. We simply changed our organizational system a bit and it's really not a big deal for us.

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

I've used Monday.com for three different organizations. First, a real estate investing business - it is fantastic at keeping track of incoming and outgoing deals. Meanwhile, we can track ad performance and contracts there as well! Second, a software and consulting business. It really helps keep onboarding moving forward and the forms that automatically populate to Monday.com are amazing. Lastly, I use it for my personal life (sometimes the most complex organization).

monday.com Feature Ratings

Project Management
9.1
Task Management
10
Resource Management
10
Gantt Charts
Not Rated
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
Not Rated
Document Management
9
Email integration
8
Mobile Access
6
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Professional Services Automation
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

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