monday CRM Review
July 07, 2025

monday CRM Review

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

Overall Satisfaction with monday CRM

How our team use monday CRM is to help organize & keep structure of our invoicing processes. We have many boards to our team use, but the main one we use is out "COTI" board which gives a run down of all required documentation & certain tabs needed to push a deal through the next phase to get invoiced. In the case there is a discrepancy that is needed to be addressed, we are able to tag the needed individuals and inform them of the request. My role also requires to calculate reps commissions for each machine sale I invoiced, and we use a monday CRM board called "warranty & profit". We use this board to keep track of our cost for each individual deal that we get & input into our ERP system while also using this board to calculate our gross profit for each sale. I feel like problem we had before the use of monday CRM, was the lack of interfacing between our systems & as well as the customizability. monday CRM so far as looks to be responding well to our systems and offers great options on how we are able to customize each board, with ability to run automations smoothly.

Pros

  • Has excellent options to modify your view to your liking.
  • Automation capabilities run smoothly.
  • Has a user friendly interface.
  • Options to have multiple view settings for each person with ability to save there view preference.

Cons

  • There has been some lag at times with the automation, cutting that time down would help for less timely transitions.
  • When were creating new models for each machine, I noticed we are limited to a certain amount from our drop down feature, if we could expand that number, that would certainly help.
  • Having the ability to share items across multiple platforms would be a great feature to add on as well.
  • I feel since we integrated to monday CRM, that the speed of our invoicing rate has increased, due to the easier navigation monday CRM provides.
  • Communication with other peers & departments has become easier to reach out since we all share this platform and able to tag the needed person.
  • We are also able to view and give reports easier to our VP's/ higher up, providing visibility and graphs of our trending sales numbers categorized by each store with different sales type.
I am providing this rating since monday CRM does an excellent job overall with what we use it for. Providing various customization options for each board, communicating well with out ERP system, has a user friendly interface making it easy to view, able to filter data & gather information on certain items needed. I did not give this the full 10 since I believe monday CRM has some room for improvement such as, better at carrying information from board to board, able to not be so limited to drop down item storage, better compatibility with the phone mobile feature.

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

Uptake
monday CRM has been excellent keeping track of our financials that we have invoiced for each month. With also great categorization to view to our specific preference, such as revenue by store, sales rep etc. Navigation through monday CRM is also quite easy with the ability to search for items specifically with a search bar. I haven't had much of a time were it was less appropriate to use, just maybe to issue of not able to hold much data in the text columns. The mobile feature had definitely had some issues with, unable to view data for period of time before the app crashes.

monday CRM Feature Ratings

8.6
Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
8
Interaction tracking
9
Customer Service & Support ()
Not Rated
8.0
Lead management
8
8.7
Task management
9
Billing and invoicing management
9
Reporting
8
8.7
Forecasting
8
Pipeline visualization
8
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
8.5
Role-based user permissions
8
Single sign-on capability
9
Social CRM ()
Not Rated
7.0
Marketing automation
7
3.0
Mobile access
3

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