Item: monday sales CRM
Rating: 10
Author: Dafne Tsakiris

Use Cases and Deployment Scope

We use Monday.com to manage all of our client projects, timelines, and internal workflows. We also use the CRM feature to capture new leads and track deals through our sales pipeline. We have several stages to our sales flow and using Monday.com has helped us understand where all of our leads are at any given time.

Pros and Cons

Bundles contacts and companies well
Bundles contacts, companies and deals well
Lets you easily set follow-up deadlines w prospects and deals

Tracking updates and records more easily

Return on Investment

Tracking deals
Following up with leads on time

Alternatives Considered

Pipedrive and Dubsado

Monday.com has workflow management in the same system, which for us is much more important than having a very robust CRM. I also like the forms in the CRM for information capture.

Key Insights

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

Usability

It is an amazing CRM and overall product. It has a ton of integrations (direct and otherwise), which makes it super user friendly.

Support Rating

They get back to you super quickly, are very friendly, helpful and amazing. I love the Monday.com team. They also follow-up until they make sure that you have the answer you need.

Likelihood to Recommend

If your sales process generally follows a linear process, then Monday.com is great. If you have a complicated sales process with lots of moving parts and people involved then I would go with a more robust CRM that is truly a pure CRM. Monday.com is amazing for workflow management and it is great to have your CRM and workflow management in one system.

Love Monday with Monday.com!

Overall Satisfaction with monday sales CRM