Item: monday sales CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We needed to have a CRM that allows us to interconnect boards and spaces. With Monday, we are able now to create, link/bind, and copy all the items across our databases. We Integrate Monday with other automation and apps that let us take the total juice Monday has to offer.

Pros and Cons

Connecting all the boards
Automate processes
Keep control and a visual way of looking at the things
Integrate with a lot of useful apps

Automations sometimes does not work properly
When you copy a board the board takes time to load
Sometimes automations are not totally copied and pasted properly or they just don't appear

Return on Investment

Better organization
Sometimes is too complicated, since everyone interacts with Monday on a different basis
We can hand off a lot of things since automations can be implemented

Alternatives Considered

HubSpot CMS Hub

Monday is WAY friendly, Hubspot is really a hot mess compared to Monday. With Monday you can automate everything, all the information is easy to the eye and mind. Along with the possibility to have constant support from the company. Hubspot support is not that great. Customer support inside Monday totally excels.

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?

Would you buy monday sales CRM again?

Yes

Other Software Used

HubSpot CMS Hub, Acronis Cyber Protect Cloud, Agile CRM

Usability

They are perfect for a lot of things like automation, forms, and integrations. But, they really need to improve their automation support and logic inside that automation because we can do so much more with more support, they just need to figure out a lot of things. They are going to be the A1 in every company for sure, give it a try!

Support Rating

Their support has been consistently good, they reply in a fast, clear, and helpful way, and they let their user feel supported and invested in using Monday more.
They can help you to solve a lot of questions and processes that need to be done, they come up with ideas and stuff.

Really love their support team, that's why and one of the reasons I love Monday.

Likelihood to Recommend

Everything related to CRM, and interconnecting boards is a total fit for the company. You can have all the information in one place and have a lot of boards that connect with each other, using automation you can have a big CRM in just one place. Also, you can use it as a Typeform in terms to replace Google Forms. They have something called Monday forms.

Monday is a must in your company

Overall Satisfaction with monday sales CRM