Great monday CRM
June 19, 2025

Great monday CRM

Andrea Márquez | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday CRM

I use it to classify my leads and create contacts and company base in this information and how interested they are to my services. I did not have one place where I could see all the information about my clientes, and with monday CRM I can see everything from the begging.

Pros

  • Having leads from my website, direct to monday.com
  • Create contact and companies to see there information
  • Have emails and activities about every contact.

Cons

  • Separed emails and activities from workspaces
  • Filter templates of emails
  • Have more information for follow ups
  • ROI
  • People management
  • Time saving
It is really useful and really friendly with new users. At the begging it takes a little time to understand every functionality but it is growing fast and is going to be one of the most powerful CRMs. I really recommend use it because it has a really great user experiences
You have everything in one place, I use it because I can connect my operations area with my sales area, and it is really easy to program and understanding the information and inputs that you need to create a workflow, and having all the information in one platform with easy structure.

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

I help a company use it to reclute people for other companies and they connect the CRM with WM, by having the department of sales on CRM and operations in WM, and it is very useful to have everything in one platform.

monday CRM Feature Ratings

8.1
Customer data management / contact management
8
Workflow management
9
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Interaction tracking
9
Customer Service & Support ()
Not Rated
7.0
Lead management
7
9.0
Task management
9
Billing and invoicing management
8
Reporting
10
7.7
Forecasting
8
Pipeline visualization
7
Customizable reports
8
9.5
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
9
8.5
Role-based user permissions
9
Single sign-on capability
8
Social CRM ()
Not Rated
9.0
Marketing automation
9
9.0
Mobile access
9

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