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Easy to set up and use
Updated March 05, 2024

Easy to set up and use

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

Overall Satisfaction with monday sales CRM

We are a science outreach company. We go into schools and universities to present shows, workshops, and training. We use Monday.com to manage our ales contacts, diarising and invoicing. We have to manage both staff availability and resources as well as ensure that invoices are sent out post-event.
  • Creating different boards for sales stages
  • Setting up automations for when an item moves to the next stage
  • The ability to tag different types of contact for reporting
  • Lots of functionality in the pro version that would be nice to have as standard
  • Ability to filter out specific boards in different views (i.e. only show 'completed' items)
  • Greater pricing flexibility regarding no. of users.
  • Ensured no invoicing opportunities are missed
  • Calendars are not as flexible as we would prefer
  • Reduced the number of spreadsheets I manage
monday.com is incomparable to MS Filemaker. We were using an outdated version that was not cloud-based. Monday.com has revolutionized our sales management

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?

Yes

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

It has helped us create detailed reports where we previously had to extract the data and create the report manually. Not so useful for staff management unless you can pay for all staff to have full access (the pro version is a little out of our reach financially)

monday sales CRM Feature Ratings

7.8
Customer data management / contact management
8
Workflow management
7
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
8
Interaction tracking
8
Customer Service & Support ()
Not Rated
9.0
Lead management
9
8.0
Task management
9
Billing and invoicing management
7
Reporting
8
7.3
Forecasting
7
Pipeline visualization
7
Customizable reports
8
6.0
Custom fields
6
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
5.0
Role-based user permissions
5
Single sign-on capability
5
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

Using monday sales CRM

3 - We use it to track bookings and allocations as well as many more minor functions such as audience sizes, income and contact details. We also us it to store often used info such as price lists and bookings for specific projects.
3 - These are all mainly admin functions
  • Tracking booking progress
  • Managing resources
  • overseeing income
  • Managing task lists for staff or larger events
  • Storing frequently access info such as price lists.
  • Having quick access to audience number and type
  • If we could use the 'add two columns' function in the basic package it would save lots of time and potential errors.
It is the best tool we have found as a small business to be able to track our bookings, tasks and income.

Evaluating monday sales CRM and Competitors

  • Ease of Use
We are a very small company and Monday.com allowed us to use the product much more easily than larger scaled products on the market.
We wouldn't. We have not seen a better product for our needs.

monday sales CRM Implementation

It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
  • Implemented in-house
Change management was minimal - We are very small, there was no change management needed
  • We encountered very few issues. The main one being less IT confident staff not looking at the app.

monday sales CRM Support

There are lots of help videos and articles as well as the ability to contact them directly.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Support understands my problem
Support cares about my success
Quick Initial Response
None
No we didn't. We are a small company with limited budget.
I cannot remember a specific incidence, but I have always received outstanding support when needed.

Using monday sales CRM

It is easy to 'play' with until you have the right setup. So you can create as many boards as you like without affecting other 'in use' areas.
ProsCons
Like to use
Relatively simple
Technical support not required
Consistent
Convenient
Feel confident using
Familiar
None
  • I like the automated functions a lot. It makes it much quicker to track progress as well as saving time moving things around as their progress changes.
  • Being able to create task lists and track their progress is very useful.
  • I find it difficult to understand why a simple function such as the total of two number columbs cannot be in the basic package?
Yes, but I don't use it