Super easy to use and customize
September 30, 2024

Super easy to use and customize

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

Overall Satisfaction with monday CRM

This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Pros

  • The flexibility of boards
  • Easy to use
  • monday.com has a easy intuitive set up process that has good flexibility to modify as required.

Cons

  • Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.
  • There is a limit to how much data and/or columns and rows you can add to one monday board.
  • It is sometimes difficult to get a full overview of all the tasks you are doing and how this interacts with others.
  • Can be a CRM, Sales, and Client Support/Relationship Management offering all in one
  • monday.com has helped us to create a salesflow where we can register every step of it and keep our team accountable.
  • needed something simpler and easier to use and configure
I absolutely love this software and couldn't do my job without it. It has become my best friend! It remembers hundreds, probably now thousands, of little details that I would never keep in my head but are now right there at my fingertips whenever I need them. I also love that it is easy to get new team members up to speed on it because it is easy to learn to use. Thank you so much for all the great work you've done to create this product!!

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

Quite good for managing a few dozen leads and projects. I imagine this possibly wouldn't scale very well for hundreds or thousands of contacts.

monday CRM Feature Ratings

7.3
Customer data management / contact management
5
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
7
Interaction tracking
7
Customer Service & Support ()
Not Rated
7.0
Lead management
7
9.3
Task management
9
Billing and invoicing management
10
Reporting
9
8.3
Forecasting
9
Pipeline visualization
9
Customizable reports
7
7.8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
8.0
Marketing automation
8
9.0
Mobile access
9

Comments

More Reviews of monday CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. monday CRM Reviews
  4. User Review of monday CRM