Monday.com is da Bomb! (But seriously, I really like this CRM)
June 24, 2022

Monday.com is da Bomb! (But seriously, I really like this CRM)

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

Overall Satisfaction with monday sales CRM

We use Monday for everything! Keeping track of projects, clients, asset management, advertisement schedules... It is very easy to use and all of our employees use it to track every step of a job from start to finish. All of our leads from our website are implemented on Monday so we can get clients started on the right foot.

Pros

  • Separate client workspaces
  • Color coding workspaces
  • The inbox is my FAVORITE feature- shows recent updates and things you are tagged in or that your group is tagged in

Cons

  • an employee calendar would be nice for keeping track of schedules, appointments, vacation time, etc... the current one is a bit clunky
  • smarter notifications- I get notifications on both my phone and my work computer even though I am actively looking at my computer
  • everything else is pretty great honestly
  • It keeps us organized- I am not in a qualified position to be commenting on ROIs and our investment in Monday as a CRM

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

Not sure

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

Yes

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

I wasn't involved with the selection/purchase process

Did implementation of monday sales CRM go as expected?

I wasn't involved with the implementation phase

Would you buy monday sales CRM again?

Yes

It is very easy to use and to learn how to use it. They have built-in training boards that walk you through how to use Monday Sales CRM, what special features it offers, etc... It's easy to try new boards and workspace layouts to customize them to your and your business's needs.
I haven't had to use Monday Sales CRM support. It has worked very well so far with no lags or outages.
As a content marketer, I need a way to stay organized, a way to manage content, and a way to see what content I have already created. Monday makes it easy to store all of my planned and posted materials in one easy spot. It's nice to have separate client workspaces so I can stay organized by client, project type, and by month. It's easy to update and store materials so I can have access to anything wherever I'm working at.

monday sales CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Interaction tracking
Not Rated
Lead management
8
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
Not Rated
Mobile access
7

Using monday sales CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • client onboarding
  • asset management
  • workspaces
  • Calendar view
Yes - The mobile interface for Monday Sales CRM is pretty decent but it could use some updating. It can be a bit clunky at times and moving between workspaces can be tricky if you have several of them but if you know what you are looking for you can work through it. It does take a larger learning curve for the mobile version vs the desktop

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