monday.com CRM
May 05, 2025

monday.com CRM

Haider Sulail | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday CRM

It's great tool to use to organise Deals, contacts, leads, Account, Client projects and sales activities. Also you ca n have sales dashboard showing sales performance of my annual or half year or quarterly. it can track everything regarding sales stage and makes things easy to the company so its efficient tool.

Pros

  • It has Deal section giving you details about the pricing value, owner, etc
  • Lead section that show you sales stage
  • Account section which's show what type of clients you have

Cons

  • It could be better interface with more colourful pages
  • Could involve AI Agent for any questions or guiding
  • Could Involve integration with Call centre system
  • It would organise sales activities and increase revenues of the company.
  • it will be great to use for marketing as well due has marketing modules
  • It's cloud base where you can connect anywhere, anytime
I believe its cover most of sales activities and gives the productive results by keep using it because it will organise everything related to the sales. so I would really recommend any company to use it to keep track of their leads, contacts, accounts, and deals. Also give you sales reports that you can share it with Sales Director
I feel it's easy to use the monday CRM platform and very convenient to use without any complexity. It can integrate with your email as well. It's showing you sales report that you can have discussion with your team in weekly basis. Cloud base and pricing has options for the company

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

I feel monday CRM has most of the functions that Organisation needs for Sales activities and could be as well for Marketing. For me as Sales Account Manager it would help keep track of clients status, sales performance, entering new information of potential leads and could use as reference with my sales director in the sales weekly meeting.

monday CRM Feature Ratings

9.7
Customer data management / contact management
10
Workflow management
9
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
9.3
Task management
9
Billing and invoicing management
9
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

Comments

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