The monday CRM board doesn't give you a case of the "Monday's
October 02, 2024
The monday CRM board doesn't give you a case of the "Monday's

Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with monday CRM
We use this CRM in our business to keep on top of all the clients that we have, the mailings we send out, as well as being able to make notes in individual documents. We have integrated it into Teams, and it has made our office more punctual, helped our organization keep better track of things and basically put fires out before they begin. We use the monday CRM for our BDR's to put their leads into and it helps a lot when other people that have been assigned to a certain task or project, keep better track of who we need to handle first, and the notes section allows for our organization to leave notes and update statuses as well as enter different notes that lets others working on the same project see in real time.
Pros
- organize
- meet deadlines
- add an extra layer of help to clients that are having issues with some of the products and processes that they might not be as clear on.
- the notes section is helpful for any of us that are working on a specific project or client that we've assigned to the monday CRM Board along with the employees that are assigned to those projects or clients
Cons
- it could be more fluid.
- it would be great if we could seamlessly integrate other programs into the monday CRM Board without having to enter something from scratch
- The notifications that go out when you are assigned to something coming in through emails or another user adding you to a specific project could be a little easier to understand. it's close, but not perfect!
- We have saved several customers via the monday CRM Board due to problems within specific departments
- We have been able to keep track of time sensitive projects that others are involved with.
- We have a large presence on the board we use and if we assign someone new to something, all the information is right there.
- Slack and Microsoft Teams
There are many more options that can be used in the monday CRM Board than there seems to be in Teams or Salesforce. Slack is a very generic way to get the needed information out, and it makes the monday CRM Board very attractive in comparison
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?
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

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