Excellent Sales CRM & Project Management tool!
June 28, 2022

Excellent Sales CRM & Project Management tool!

Raymond Hawkins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

We have all of our project management on monday.com, and being able to use it for sales also has worked very well. It is simpler to use than other systems we've used and is more easily flexible. Often easy-to-use products don't offer much flexibility to use the way that makes sense for your company. At the same time, often very flexible products are a large amount of work to set up the way you want and are overly complex. monday.com does an incredibly good job of offering you sensibly, easy-to-use setups to start from while still giving you the flexibility to change things as needed.
  • Ease of use
  • Easy customization
  • Fast
  • Simple
  • Same system for many different functions
  • They have a lot of automations already, but adding even more would be nice.
  • Efficient collaboration

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

Yes

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

Monday Sales CRM is extremely easy to use. They offer great setups out of the gate while also making it easy to customize. It is easy to understand and fast. Everything shares simple features which makes it very easy to grasp what's going on, but those features are very powerful.
I have not had many issues as it's a very stable system. Whenever I've had an issue or question, they've been very fast to get back to me and offer solutions or dig into potential bugs. They've been very responsive. They also have a very accurate status page that keeps me updated if anything is going on.
I think Monday sales CRM is very well suited for teams that want a simple, easy-to-use system that is also flexible. It is very visually pleasing to look at while also offering an incredible amount of functionality. It is also a great option if you also need to track other projects and tasks.

monday sales CRM Feature Ratings

Customer data management / contact management
8
Workflow management
10
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Interaction tracking
9
Lead management
8
Task management
10
Billing and invoicing management
5
Reporting
7
Forecasting
7
Pipeline visualization
9
Customizable reports
6
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
10
Role-based user permissions
7
Single sign-on capability
10
Marketing automation
10
Mobile access
9