"Elementary, my dear Watson."
December 29, 2023

"Elementary, my dear Watson."

Anonymous | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We utilize monday.com to help communicate in-house and track prior pipelines and contacts. Out Teams at OSP create work boards to help keep things orderly and run more efficient. It is quite easy to create a board or create "polls" to help with day-to-day operations. I like the deal tracker feature in CRM.
  • Deal tracker
  • Pipeline
  • Contacts
  • More features
  • Better options
  • Upgraded platform
  • Time saver
  • Easy to operate
  • Team quickly onboarded
I have used various CRM's over the past decade. My experience with monday.com has been average. We have very techy people on our Team and they love the ease of CRM usage. For sales and marketing though we have been migrating to HubSpot in 2023. HubSpot is superior in my opinion.
I have not dealt with monday.com's customer support. We have an inhouse IT Team that trouble shoots and advises as we go. Our IT Team seems happy with monday.com.
monday.com has been a go to for tracking contacts and setting tasks as needed. It is a simple platform to navigate and gets the job done. It is not overly complex, and boards are easy to build and read. I would give it a 3 on performance, Teammates would rate higher.

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

No

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

No

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

No

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

No

Entry level CRM that is good at keeping a handle on outreach campaigns or pipeline management.
It is well suited to give updates via email or via the monday.com app keeping you informed when the target engages or responds to outreach. Simple platform, easy to use, quickly set up, limited features etc...

monday.com Feature Ratings

Task Management
5
Resource Management
5
Gantt Charts
3
Scheduling
3
Workflow Automation
5
Team Collaboration
8
Support for Agile Methodology
Not Rated
Document Management
Not Rated
Email integration
8
Mobile Access
8
Timesheet Tracking
Not Rated
Change request and Case Management
8
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
3
Integration with accounting software
3