Item: monday CRM
Rating: 7
Author: Ian Rumpp

Overall Satisfaction with monday CRM

Use Cases and Deployment Scope

We've been using the monday.com core product for a couple years now and we decided to test out the CRM product before making a final decision. Historically we've used HubSpot, but since the rest of our internal processes were all executed in monday.com, I am hoping to keep everything in that environment. The goal is to recreate our CRM with contacts, companies, deals & pipeline projections. We are just starting to test the other pieces of the CRM like outbound emails, etc.

Pros and Cons

Pros

Maintains Contact Records
Visualizes the pipeline and deals automatically
Separates leads and contacts efficiently

Cons

It takes a while to get used to the UX if you are used to Hubspot or another CRM
We are still testing mass email functionality, it's a little less intuitive vs Hubspot
The quote/invoice forms are not pre-built into the CRM the way they are in Hubspot, so you have to manually set those up. Some might see that as a positive thing because it's more flexible with your respective tech stack, but it required more research on our end to make sure we set it up to flow efficiently.

Return on Investment

Saves me a lot of time on Sales Reporting
Keeps all our internal projects in the monday.com platform
Took some time to get used to the workflows and internal operational processes

Usability

I think it's a very solid platform solution, especially for small businesses or startup size companies. I also think it's a great tool if you are already using the Monday.com platform to manage everything else for your business. I would recommend it for those reasons, but I am unsure of how scalable the product is in its current state. We have not implemented the more advanced email tracking and workflows that we were accustomed to with Hubspot, so that remains a little bit of a work in progress for my team.

Alternatives Considered

HubSpot CRM

I think I've covered it in other parts of this review, but I think monday.com CRM is a "HubSpot Lite" product. For the more basic sales reporting, monday is better because it auto-generates most of the dashboard. We're already using monday.com for almost everything related to our business, so the transition in terms of layout/formatting/etc, was relatively easy. Depending on your viewpoint, the flexibility of the monday CRM product can be a great thing. We're able to integrate a variety of Contract/Invoice/Quoting tools into monday. On the flipside, HubSpot has that all built in natively. We are actively monitoring the monday CRM alongside our HubSpot instance, we use both in tandem right now, but I consider it an active discovery phase where we'll continue to evaluate and ultimately move all of our CRM efforts into one of those tools.

Key Insights

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

Yes

Are you happy with monday CRM's feature set?

Yes

Did monday CRM live up to sales and marketing promises?

Yes

Did implementation of monday CRM go as expected?

Yes

Would you buy monday CRM again?

Yes

Other Software Used

HubSpot CRM, Zoho Social, Canva

Likelihood to Recommend

I think it's a fantastic tool for a small business or startup. It has many of the same features as other CRMs, and my favorite thing about it are the pre-built Sales Dashboards that generate your forecast, pipeline, deal value, everything you would expect to see when analyzing your sales efforts. I think the parts of it that aren't as scalable are the outbound sales efforts with email. I don't think you can set up drip campaigns or automated workflows through monday the way you can through HubSpot and Salesforce.

monday CRM Feature Ratings

Comments

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Great CRM for SMB and LOVE the automated sales reporting dashboards