Multi Use Case for Monday
June 29, 2022

Multi Use Case for Monday

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

Overall Satisfaction with monday sales CRM

On a daily basis, our Client Success team and Sales organizations use Monday as a project management and sales pipeline/ forecasting solution. Monday allows our leaders to capture dashboard snapshots of our Client business with deal progression, and activities and focus on problem areas across our prospective and existing client base.

Pros

  • Intuitive dashboard creation
  • Simple and dynamic board creation
  • Look and feel is appealing

Cons

  • Reporting capabilities
  • Contact association with accounts and higherarchy of contacts
  • Summary of changes at the "deal" level
  • Consolidation of information in a single source
  • Manual opportunity tracking
  • Still requires that we use a more traditional CRM for digital marketing distribution
We use monday CRM for the pipeline, forecasting, and PM. We are dependent on Constant Contact to distribute our digital marketing efforts. For example, drip email campaigns

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

It's very intuitive but we've not successfully integrated the solution with our other tools.
The team is responsive to our needs.
monday CRM is a great project management tool and can have many use cases beyond traditional PM. For example, we use it for managing our Marketing Plans, Sales pipeline, and forecasting.

monday CRM Feature Ratings

6.0
Customer data management / contact management
5
Workflow management
9
Territory management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
2
Interaction tracking
2
Customer Service & Support ()
Not Rated
2.0
Lead management
2
4.3
Task management
9
Billing and invoicing management
2
Reporting
2
6.7
Forecasting
9
Pipeline visualization
9
Customizable reports
2
5.5
Custom fields
9
Custom objects
9
Scripting environment
2
API for custom integration
2
9.0
Role-based user permissions
9
Single sign-on capability
9
Social CRM ()
Not Rated
2.0
Marketing automation
2
9.0
Mobile access
9

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