Simple, easy to use and functional.
June 24, 2022

Simple, easy to use and functional.

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

Overall Satisfaction with monday sales CRM

We have two sets of customers - Businesses and Primary schools - which are connected. Monday.com allows us to link each school with its partner and personalize the data set suitable for each group. We have also activated the forms function in Monday.com to accept inquiries from our website which populates the fields in Monday.com perfectly. It is really easy-to-use solution and we have a number of users online making valuable additions on a daily basis. Access via the mobile app is also great.

Pros

  • Linking two groups of databases
  • Drawing data from our website enquiry forms directly into our database
  • Action planning

Cons

  • Each of the actions 'costs' - we'd like a freer system for our membership level.
  • Difficult to add a contact with the same name (but different person!)
  • We can quickly see where we are against targets on the basis of the fields we've drawn into the database.
  • Great for tracking progress with schools and activities undertaken
  • Easy to also integrate dates for invoicing and chasing
Monday.com is much better. Easier and clearer tracking and easier to use. Better mobile application and multi-user collaboration.

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

Really easy to use - anyone can access it (with permissions) and use it. Mobile is particularly useful.
Not used it.
Its been great for data capture from our website as well as keeping track of business development.

monday CRM Feature Ratings

7.8
Customer data management / contact management
9
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Interaction tracking
9
Customer Service & Support ()
Not Rated
6.0
Lead management
6
CRM Project Management ()
Not Rated
5.0
Forecasting
5
Pipeline visualization
5
Customizable reports
5
9.0
Custom fields
9
7.0
Role-based user permissions
7
Single sign-on capability
7
Social CRM ()
Not Rated
6.0
Marketing automation
6
10.0
Mobile access
10

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