Finally, the Right CRM Tool for Our Company
June 26, 2022

Finally, the Right CRM Tool for Our Company

Steve Berman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

We use monday.com to collate leads, contacts, job tenders, newsletter recipients and deals won. It's far better than anything we have used before. The product gives my whole team instant oversight of prospects contacted, initial outcomes and tasks to do. We can add as much or as little detail to suit our business needs. Without monday.com, we'd struggle to seamlessly organise our team.

Pros

  • We like the ability to add 'Boards' to suit our particular set-up
  • The master search facility is very helpful
  • The website is flexible - you can add columns, move entries on boards to other boards and link other boards

Cons

  • Upgrade pop up offers are a bit too frequent
  • Automations seem complicated so we don't really use those
  • Could the font overall be a little larger on the site?
  • More organised team, so speedier working and more efficiency in general
  • Team members can see how others are doing with their financial targets which motivates everyone

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.com has transformed our way of organising our team from previously having to wade through Microsoft Excel spreadsheets and the confusion that it created. Now we have a user-friendly cloud-based tool where everything is under one roof. monday.com has been the best investment of the year and I thoroughly recommended it.
Quick, friendly and speedy responses.
If you need your team to be highly organised with minimal effort, monday.com is our top choice. It is particularly useful to the industry we operate in because we are frequently reaching out to new prospects. We need our whole team to be aware of which prospects have been contacted in order to avoid duplication.

monday CRM Feature Ratings

9.6
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
10.0
Mobile access
10

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