Start recording customers details immediately - not learning how to drive the database.
June 24, 2022

Start recording customers details immediately - not learning how to drive the database.

Paul Plester | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

Monday.com is our customer database, Lead tracker, and Sales Pipeline. We use Monday as the one version of the truth about customers. I use Monday to track all contacts with customers including calls and SMS messages. We will be using Monday to generate email newsletter lists also.

Pros

  • Mobile App is great for contacting customer while out and about.
  • I like the email integration that can be set for notifications when specific customers contact us.
  • I generate quotes within Monday and find it easy to do and a good format

Cons

  • Email integration seems to default to the cloud version of Outlook when I want to use the desktop version of Outlook
  • Quotes and Invoices template has one default - the last used customer information. it would be good if the contact being looked at details pre-populated the Quote template.
  • Remove or flag duplicate contact entry so they can be merged ?
  • Customer contact and interaction can be easily viewed by my partners so they are across opportunities and deals
  • We can view all opportunities in one place
  • Leads are entered upon receipt and tracked along a time line
We looked at Sales Force and found it over-complicated and difficult to use. I have used many different CRMs and even developed our own CRM for our specific requirements and Monday.com is the best by far. The Monday combination of web browser and mobile app is great and what we were looking for. I now manage all my work contact information within Monday and use the Monday App to make customer calls when in the field.

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 easy to set up and get going customer database. However, we didn't watch the videos and don't seem to have the workspace set up correctly as I have to navigate down to the lists I want. I like the ease of adding a new contact or customer and the ability to add extra fields for new data points. I found the linking of people to existing deals difficult and spent some considerable time trying to make it work.

monday CRM Feature Ratings

7.5
Customer data management / contact management
9
Workflow management
5
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
8
Interaction tracking
9
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
6.0
Task management
5
Billing and invoicing management
5
Reporting
8
5.7
Forecasting
5
Pipeline visualization
7
Customizable reports
5
9.0
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
7.0
Role-based user permissions
7
Single sign-on capability
7
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
9.0
Mobile access
9

monday sales CRM Support

I have not had to use Monday support, I have been able to find things I want with the exception of the Email application that by default opens when I want to sent an email to a customer. It defaults to the cloud version of Office 365 Outlook when I want the desktop version to open.

Using monday sales CRM

Monday is easy and intuitive to use. We have not done any of the training videos which I am sure are excellent and are using Monday successfully. As we grow and need more features I believe that Monday will grow with us. The future will require integration with our Accounting package probably Xero as we want to have one customer database and customer payment details flowing back into Monday.

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