Monday feedback.
September 21, 2024

Monday feedback.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday CRM

We use Monday for data capture and lead organization to support closing deals. Ideally, we would love to use it for CRM and automation, but we require training. It hasn't been easy getting hold of a Monday support member.

Pros

  • Organisation of sections.
  • Visual layout.

Cons

  • Easy training guides/videos.
  • Easy ways to automate.
  • Easy edit methods.
  • Lead visualisation.
Based on my prior feedback on the platform.
NA.

Do you think monday CRM delivers good value for the price?

Not sure

Are you happy with monday CRM's feature set?

Yes

Did monday CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of monday CRM go as expected?

I wasn't involved with the implementation phase

Would you buy monday CRM again?

Yes

It is well-suited for data capture and exporting, but I struggle with the automation aspect. When users subscribe to our mailing list, I would like Monday to tell me and be linked to our CRM system so that an email can be sent immediately to new users signing up.

monday CRM Feature Ratings

4.0
Customer data management / contact management
5
Workflow management
5
Territory management
8
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
2
Interaction tracking
2
Customer Service & Support ()
Not Rated
2.0
Lead management
2
5.3
Task management
10
Billing and invoicing management
5
Reporting
1
4.7
Forecasting
3
Pipeline visualization
8
Customizable reports
3
5.0
Custom fields
4
Custom objects
4
Scripting environment
4
API for custom integration
8
9.5
Role-based user permissions
10
Single sign-on capability
9
Social CRM ()
Not Rated
4.0
Marketing automation
4
7.0
Mobile access
7

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