Efficiency and performance through excellent CRM
September 27, 2024

Efficiency and performance through excellent CRM

Gabriel Gasques | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday CRM

We currently use monday as a tool for CRM customer management and import processes, where we have visibility of the entire process at various stages, allowing integration, as well as automation for the entire team.As the process develops, each element can move back and forth between departments, making the process efficient, as well as effective, and also providing a real-time database for calculating indicators.

Pros

  • Indicator database and analysis
  • Integration with the team
  • Efficient automations

Cons

  • Database integration with internal server folders
  • Malleability of automations
  • Optimization of temporal resources
  • Efficient control of financial resources
  • Optimized database
Overall, I give it full marks, as the technology resulting from this tool is powerful, allowing optimization of the process through the flexibility we have available for creating certain steps. Where each stage can be micromanaged by a specific team, valuing the company's operational strategic map. I would most likely recommend this tool to someone I know due to its ease of use.
  • monday CRM
Overall, they are powerful tools that allow for similar management, efficiently and effectively, by all team members.

Both tools are already used by the corporation, at certain times depending on the development of the company's maturity regarding the need to record, analyze and calculate the data generated by the process, in a strategic way, aiming at an estimated and competitive future.

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

It is a complete and innovative tool, which allows the team to be fully integrated into all stages of the process, efficiently and effectively. In the long term, it has helped us greatly, as it saves time when structuring the data generated by the process. In addition to being innovative, it allows structured automation that facilitates the transition of process steps between departments.

monday CRM Feature Ratings

9.4
Customer data management / contact management
9
Workflow management
10
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
8.0
Lead management
8
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
9.0
Forecasting
10
Pipeline visualization
9
Customizable reports
8
9.3
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
9.0
Mobile access
9

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