User-friendly and best price option out there
June 10, 2025

User-friendly and best price option out there

Laura Cable | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday CRM

We are an executive search firm and use the CRM to give full visibility and track email correspondence with our clients and to keep historical records of all of our searches.

Pros

  • User-friendly, even for users who are not tech-saavy
  • Highly customizable design
  • Very easy to duplicate boards and use templates and dashboards

Cons

  • Setting up automations can be complicated
  • There are occasional glitches that even monday.com support cannot explain
  • The monday CRM has been a game-changer for us primarily for the visibility among team members.
  • It has allowed our CEO to have more insight to the picture as a whole - financial and forecasting.
  • It has given our team members structure and accountability in their correspondence with clients.
Our team is not tech-saavy at all and they feel really comfortable in the CRM. It's awesome!
Honestly, it was a decision based solely on price. When we have an increased budget, we would like to upgrade to Clockwork. We're using our time with monday.com as a temporary one (likely 5 years) and then will level-up with Clockwork unless monday.com makes major improvements in the meantime.

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

At the price point offered, the monday CRM was by far the best option for our organization because we were already using it on the Work Management side. They made it super easy to integrate boards and dashboards on both sides. It has been really good at presenting our data in a clean and easy-to-digest manner. We were a little frustrated in the set-up process that certain boards could not automatically "speak to each other" without complicated automations.

monday CRM Feature Ratings

9.5
Workflow management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Interaction tracking
9
Customer Service & Support ()
Not Rated
Marketing Automation ()
Not Rated
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
CRM Reporting & Analytics ()
Not Rated
10.0
Custom fields
10
Custom objects
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9

monday CRM Support

The customer service team at monday.com is one of the best features!
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No, we have just been using standard support and it has been excellent.
Yes - I reach out to monday CRM support probably once a month for various issues and I always have an answer quickly. If it's complicated and they need to escalate it, it can take up to a week to get a response. But they take the time to record a video and we go back and forth a bit before I feel fully satisfied. They make you feel very supported and I always walk away happier.
We needed to set up rather complicated automations to make our boards speak to one another the way we wanted. And when those automations would not function, I was always worried our requests wouldn't make sense to customer support. But they were so patient and asked great questions until they fully understood our requests.

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