Excellent CRM for contact management and funnel Analysis
June 11, 2025

Excellent CRM for contact management and funnel Analysis

Aravindan Shivaprakasam | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday CRM

We are a B2B SaaS firm, we use monday CRM to collate leads generated from various marketing channels and qulify these leads through the various stages of the pipeline to close a deal. This will also be a point of ollaboration between the sales and marketing teams to work on the prospect and close the deal

Pros

  • Pipeline Analysis
  • AI Lead filtering
  • Identifying priority leads
  • Moving contacts through the funnel

Cons

  • It lacks auto enrichment
  • It doesnt supply integrating with many third party tools
  • Looks a little too colorful and cartoonish
  • We had 2k+ leads, it helped up identify top 1% to prioritize and close the deal
  • It helped up identify most interested account amongst the lot to focus
  • Collaboration with the sales and marketing has been wonderful
  • It helped identify contacts to be removed and not identified as good fit for our business
It was wonderful experience setting up monday CRM, the features were well understood and self explanatory. Usually setting up CRM takes lot of time and effort but not monday CRM. The drag and drop functionality and color identification is simple to understand and works wonders. Inviting teammates and assigning tasks to them were also quiet simple.
monday CRM as mention has been very easy to setup and rarely requires intervention by their suppor teams. Most of the features I feel were well testing before being deployed. Its easy to use and easy to deploy and integrates well with our internal teammates. No need for any third party support or externol vendor for deploying monday CRM

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

Best suited
- Pipeline Analysis
- Contact flow
- Lead prioritization
- Lead scoring
- Contact tagging across stages
- Ease of use
- Easy to setup

Not se well suited
- Third party integration
- Collaborating with other tools
- Calling and autonatic meeting scheduler
- Setting up multiple dashboards

monday CRM Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
10
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
10
Interaction tracking
8
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
9.3
Task management
9
Billing and invoicing management
9
Reporting
10
8.0
Forecasting
8
Pipeline visualization
10
Customizable reports
6
6.3
Custom fields
7
Custom objects
7
Scripting environment
6
API for custom integration
5
9.5
Role-based user permissions
10
Single sign-on capability
9
Social CRM ()
Not Rated
4.0
Marketing automation
4
9.0
Mobile access
9

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