monday CRM review
September 27, 2024

monday CRM review

Daphnie Toney | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday CRM

In our business, we use monday as a networking tool for communication between our salesmen and office personal. We are able to view inventory and in house stock on our products as well as make notes in customer and/or vendor accounts. Basically, the monday app allows us to fully interconnect our daily routines and duties. The best part is that we can integrate our emails and set up automations that helps define the work status and cuts the manual work in half! The automations have, without a doubt, become my favorite part of monday. monday can easily be the only CRM you need to run an entire company. No matter how big! We use it every day and will continue to for years to come.

Pros

  • automations
  • integrations
  • communications
  • daily duties
  • inventory

Cons

  • I have no issues with the CRM
  • 25% increase in sales year over year
  • inventory reporting takes less time increasing our ability to stay ahead
monday has made it simple and easy to stock, inventory and communicate within our company. It is mobile friendly so we can work remotely if needed. There are so many things you can automate to make your daily routine timelier and more efficient.

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

monday CRM is well suited for companies, like us, who need a system for their team to be able to communicate with each other as well as being able to see the company inventory at the same time or be able to see notes or to dos. This program is by far suited for anyone looking to find a user-friendly way to integrated your company. I love monday. And recently there have been some new additions to the already great things the CRM is capable of and I am excited to learn more about that. None the less, this program can and will assist in the daily operations of any company of any standard.

monday CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Lead management
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
Role-based user permissions
10
Single sign-on capability
10
Mobile access
10

Comments

More Reviews of monday CRM