MONDAY.COM CRM IS SO EASY TO USE, YOU WON'T REGRET IT
June 24, 2022

MONDAY.COM CRM IS SO EASY TO USE, YOU WON'T REGRET IT

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

WE USE MONDAY CRM TO TRACK OUR INSIDE SALES. WE USE IT TO KEEP TRACK OF BOTH EXISTING AND POTENTIAL NEW CUSTOMERS. IT KEEPS ALL OF THE INFORMATION ON OUR PROGRESS IN ONE PLACE WHERE EVERYONE CAN ACCESS THE INFORMATION EASILY. IT KEEPS EVERYTHING IN ONE PLACE, PAPERLESS, AND EASY TO ACCESS.

Pros

  • EASY TO USE
  • LOTS OF FEATURES THAT ARE USEFUL AND HELPFUL
  • ACCESSIBLE TO ALL EMPLOYEES

Cons

  • WOULD LIKE MORE FEATURES AVAILABLE IN THE BASIC PACKAGE
  • SOMETIMES TAKE A LONG TIME TO LOG IN
  • WOULD LIKE TO BE ABLE TO LINK TO ALTERNATE EMAIL PROVIDERS
  • IT MAKES IT EASY TO VISUALIZE YOUR PROGRESS
  • SIMPLE TO KEEP TRACK OF SUCCESSES AND FAILURES
THIS WAS MY FIRST TIME USING A CRM PROGRAM AND I FOUND IT VERY EASY TO USE.

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 CRM IS WELL SUITED FOR SMALL BUSINESSES THAT WANT TO KEEP TRACK OF THEIR SALES WITHOUT ALL THE COMPLICATED FEATURES OF SOME OTHER CRM SALES PROGRAMS. IT HAS THE CAPABILITY TO WORK FOR JUST A FEW INDIVIDUALS, OR A LARGE GROUP MAKING IT VERY VERSATILE. THE APP IS ALSO VERY GOOD. IT IS EASY TO MANAGE ACROSS DEVICES.

monday CRM Feature Ratings

6.8
Customer data management / contact management
8
Workflow management
8
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
4
Contract management
Not Rated
Interaction tracking
7
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
8.5
Task management
9
Billing and invoicing management
Not Rated
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
6.5
Custom fields
8
Custom objects
5
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
9.0
Mobile access
9

monday sales CRM Support

THERE ARE ALWAYS PROMPT FIXES TO PROBLEMS AND TIMELY UPDATES.

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