CRM Monday - The King of Flexibility
June 23, 2022

CRM Monday - The King of Flexibility

Carlos Ruben Espinal Castillo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

The most impressive thing about Monday sales CRM is the flexibility to adapt it to your needs, which combined with the wide market of integrations with other solutions plus automation, make it a very robust and flexible tool. At the same time, it offers tailored reporting that allows control of the main business KPIs.
We work with databases from different sources, with various users remotely and through various communication channels. Causing each lead to go through several states and each state has its own rules and automations.

Pros

  • Process Automations
  • Dashboard

Cons

  • Work Slowly with Big Data
  • Improve Some Automations w/different Board
  • Increase 67% of Productivity
  • Increase 50% of Sales
flexibility and empowerment to set everything up.

Do you think monday sales CRM delivers good value for the price?

Yes

Are you happy with monday sales CRM's feature set?

Yes

Did monday sales CRM live up to sales and marketing promises?

Yes

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

Meets all expectations and needs proposed
So far I haven't needed support.
Is suited in almost all scenarios, because is totally configurable.

monday sales CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Interaction tracking
10
Lead management
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
7
Single sign-on capability
10
Marketing automation
10
Mobile access
5

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