Item: monday sales CRM
Rating: 7
Author: Jesse Sigall

Use Cases and Deployment Scope

We use it as a sales CRM. For acquisitions. We also do some tracking of KPIs, financials, expenses, etc. We have multiple boards set up. It helps us organize profits and current deals in our pipeline. We do a lot of our property management and construction tasks in it as well.

Pros and Cons

Ease of use
Ability to create things and make them your own boards
Setting up new users is quite easy

The ability to use formulas on boards
The integrations and automations are not enough

Return on Investment

WE had no CRM before, so this has been very helpful
We are able to communicate better than using phones sometimes
We can keep organized more on deadlines and deals that involve multiple people

Key Insights

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?

I wasn't involved with the selection/purchase process

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Other Software Used

Salesforce CMS, Citrix Podio, Zapier

Usability

Monday sales CRM is great for beginners. Creating your own CRM from scratch might sound scary, but Monday sales CRM makes it quite easier. There is a point where you reach a limit, however. As you grow the CRM, you might find that Monday has quite a lot of limitations. I am seeing new stuff coming to the platform quite often.

Support Rating

Never had an issue with Monday.com support. There are times where it goes down, but not for long, usually a couple hours. I wish there was a live chat thought.

Likelihood to Recommend

We have built out the system quite extensively. Enough where we bought into a new CRM, but are hesitant to get everyone else in the organization on it because it is a lot more advanced. We were hoping Monday would continue to evolve. We have seen some good changes from them.

Monday.com Review

Overall Satisfaction with monday sales CRM