THE BEST SAAS FOR YOUR BUSINESS
June 28, 2022

THE BEST SAAS FOR YOUR BUSINESS

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

It's a great way for our team to work together without having to go back and forth on chat. This is the perfect productivity tool. Everyone works on a certain task at a certain time making it easier to get everything done. You can leave tasks with instructions and use comments for criticism.
  • Automation
  • Organization
  • Productivity
  • Automation (More integrations, i.e Klaviyo)
  • In App emailing
  • in app ability to create documents
  • Cut hours spent on repetitive tasks
  • Automations allowed for more time on sales calls
  • Easy task creation saving time of employees

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

Because Monday.com just like right now continually asks its customers what they want, and how they can improve. By doing this, they've slowly added in all the features I would need, everything is THE BEST. Monday has truly changed the way we work at our office for the past 2 years.
I haven't had many support interactions with Monday.com, they're always helpful, but not having many support inquiries tells you something else about the brand too. There are almost no problems, with all the tools used within monday.com, and if there are, they fix it before you even notice.
The integration with integromat allows us to automate the whole sales process from someone coming in from a lead ad to getting added to Monday.com, receiving automated emails through Monday.com, and overall just getting rid of repetitive tasks making it easier to focus on the important things instead.

monday sales CRM Feature Ratings

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