monday CRM Review
May 05, 2025

monday CRM Review

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

Overall Satisfaction with monday CRM

We use monday CRM for our entire central work flow - all processes, from internal to customer related tasks. Our entire implementation process for clients runs through monday CRM. We use monday CRM to communicate with our team, it helps with efficiency and visability of work load of the teams and creates a central place where everyone knows what is going on in the business at any time.

Pros

  • organisation
  • work flow
  • automations
  • making things look easy and simple
  • to do lists
  • tasks

Cons

  • some functionality is kind of hidden - like i don't realise it can do certain automations
  • return on investment
  • increase in staff efficiency
  • task visability
it is extremely user friendly and designed to be able to be learned without needing significant training to understand how it works. it is a very easy software to learn on the go and explore as you are using it live in your business. constantly upgrading your boards and making improvements to processes as you learn
can't compare how modern and userfriendly monday CRM is in comparison with other CRMS i have used - CRMS typically feel so old and archaic and complicated to learn and understand - they feel clunky and like they were designed forever ago and have never been updated. Whereas, monday CRM feels so modern and updated all the time.

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's honestly well suited to SME businesses - i think it may struggle with larger businesses as when the boards fill out and get larger it does become a bit laggier with updates and information processing. Small to medium businesses will benefit greatly from this platform from customer related tasks to internal processes.

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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