monday.com works well for sales
December 14, 2023

monday.com works well for sales

Clayne Woodbury | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

Ok, so the monday.com product for me is excellent in simply helping to be the glue to hold vital information data about my activities in sales. I can be confident in staying organized and remembering tasks that could easily get forgotten over the busy weeks and months of business activity.
  • Helping me and our team with having organized project sections that are specifically focused on that task and making sure we all stay on task.
  • For me just quick access to data found in various locations within monday.com that makes it easy and painless to grab and disseminate to those who need to know.
  • I like the simple to use interface in adding data, it works really well for me.
  • I would like to see a conversion tool that is easier to move data from one area within monday.com to another area as the client becomes a customer.
  • When I started with Sim-Tech, I needed a product right away that I could utilize for pouring information into that allowed me to get up to speed very quickly, monday.com allowed for that to happen and it has been incredibly valuable in have banner sales years in 2022 and 2023 and I think for years to come.
  • Trade show planning and organization has been made much easier with monday.com.
  • Of course for us here at Sim-Tech the warranty renewal data is vital to keep track of and monday.com has taken care of that very important process.
The interface is not intimidating at all, very easy and I feel comfortable using monday.com every day!
I cannot say anything about the support side of Monday, since I have never had to reach out to anyone as of yet.
Uptime has been fantastic, with no issues. Haven't had any real issues with features being skunky or problematic up to this point. So, I am very happy!

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 is a tool that works great for someone like me who is busy and gives me everything I need to keep track of necessary details to keep me on an organized path to sales success.

It is certainly not a product I use for proposal generation, it is not suited well for anything in that area.

monday.com Feature Ratings

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
10
Email integration
10
Mobile Access
Not Rated
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
10
Integration with accounting software
Not Rated