monday CRM is great for tracking your lead gen
October 29, 2024

monday CRM is great for tracking your lead gen

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

Overall Satisfaction with monday CRM

We've used it to keep track of new clients, potential clients, past clients that need nurturing and clients that have been referred, but might need more info. The status bar allows us to keep track of who has been contacted, and what has happened as a result.

Pros

  • Tracking status
  • Syncing with email
  • Tracking quotes (amount, what's included, etc.)

Cons

  • Refining what notifications go to email
  • Ability to create multiple pages within a board vs. groups
  • Messaging within the CRM vs. comments
  • Positive - good lead gen. helps us track what clients are worth pursuing.
  • Positive - helps us track ROI. what did we have to spend on things like activations, employees etc. vs what the client paid.
  • Positive - helps us nurture clients that might need to be delivered more vs. what they have paid
monday CRM is super easy to use. I don't have past sales experience, and began using the service when our team was trying to "upsell" existing clients. Aka, give them more services and more value for more money. This helped me track who has been contacted, what I was trying to sell them, and whether it was worth pushing for. It also makes my initiatives visible to our whole team.
I only used this for projects, and am unsure of if it's related to monday CRM. But I will say it's the closest I've used. I had a lot of issues with ClickUp crashing and completely not working, and I have rarely had issues with monday, unless the site was down.

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

Good for internal sales tracking, but not good for client comms, etc. With projects boards, you can involve clients in the process. But the sales CRM is definitely more internal.

monday CRM Feature Ratings

10.0
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
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
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
10.0
Mobile access
10

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