monday CRM is great for custom workflows and non-standard sales pipelines
June 11, 2025

monday CRM is great for custom workflows and non-standard sales pipelines

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

Overall Satisfaction with monday CRM

We use monday CRM as a way to manage our sales pipeline and subsequent onboarding process. It helps us track potential customers and follow their journey through the negotiation, contract signing, and a lengthy onboarding process where we collect a lot of documents and information about our customers. From there, we continue to keep our customers in the monday CRM so we can follow up when documents expire or contracts need to be resigned or renegotiated. The monday CRM acts as our source of truth for our customers' information.

Pros

  • Data management
  • Automations
  • Access management/security
  • Easy data visuals and reporting

Cons

  • Tutorials for less tech-savvy users
  • Customer interaction integrations
  • Expanded scope of HIPAA-compliant tools
  • Lower time to contact leads and opportunities
  • Less time spent managing projects and workflows
  • Contributes to time-savings by making information easily accessible
It's not nearly as robust as some other CRMs, but it is great for more simple workflows and/or smaller companies. The investment is much less than other CRMs, and it comes with Monday Work Management, which is helpful in tandem with the monday CRM portion. There is a lot of room for improvement, but the monday CRM team pushes updates consistently and I expect the product to be truly excellent in a few years.
We already had Monday Work Management for our company, so adding the monday CRM portion was convenient instead of starting over. We liked the customization options that monday CRM provided and the security features that allow us to show information only to those who have access with ease. The ability to create our own workflow easily and without support or coding was the main reason we went with 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

Monday is excellent at data management and automating tasks to keep everyone on the same page and projects on track. Being able to tag other users, share with external people (i.e. contractors), and communicate easily through comments and updates is very helpful. It's easy to see at a glance where certain projects are at, and it's easy to organize data and files that correspond to a specific project or person. monday CRM is less useful for very complex workflows or when there's a lot of back-and-forth feedback, as those details can get lost easily.

monday CRM Feature Ratings

7.3
Customer data management / contact management
10
Workflow management
6
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
4
Interaction tracking
9
Customer Service & Support ()
Not Rated
7.0
Lead management
7
6.7
Task management
9
Billing and invoicing management
3
Reporting
8
7.7
Forecasting
6
Pipeline visualization
9
Customizable reports
8
8.0
Custom fields
10
Custom objects
10
Scripting environment
5
API for custom integration
7
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
6.0
Marketing automation
6
6.0
Mobile access
6

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