Great Platform with little learning curve.
July 06, 2025

Great Platform with little learning curve.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday CRM

Project management - Giving clients real-time views into current projects being worked on for them. Inventory and Product Mapping - Current inventory and where we have each product for each client. Catalogue Management - Current offerings. Client Success - Real-time view of products that we have in each location.

Pros

  • Automations through submission forms.
  • Client facing information.
  • Reporting.

Cons

  • Bulk updating.
  • Ease of importing spreadsheets.
  • Asset management.
  • Great feedback from clients.
  • Has been a bit manual on duplication of items and updates.
  • 30% of our clients use regularly.
It's a pretty easy-to-figure-out system. The automations can be a bit counterintuitive, but once figured out, they provide significant efficiencies.
Way better on the client management side. HubSpot is better on the sales side, particularly in areas like invoicing and pipelines.

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?

No

Would you buy monday CRM again?

Yes

It's great for base-level functions, especially submission forms, tracking, and High-level needs. It could use some revamping in terms of granular needs. Being more flexible with automations, taking basic groups, and creating robust reporting and exporting. Exporting dashboards has been extremely clunky over the last 6 months.

monday CRM Feature Ratings

6.1
Customer data management / contact management
9
Workflow management
7
Territory management
4
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
2
Interaction tracking
9
Customer Service & Support ()
Not Rated
3.0
Lead management
3
5.3
Task management
10
Billing and invoicing management
1
Reporting
5
4.7
Forecasting
8
Pipeline visualization
3
Customizable reports
3
7.0
Custom fields
10
Custom objects
7
Scripting environment
6
API for custom integration
5
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
7.0
Marketing automation
7
10.0
Mobile access
10

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