Item: monday sales CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

I really love the visual aspect of this monday sales CRM Rsystem. Dragging and dropping to arrange things and having it all color-coded makes it so much easier to see where all your projects stand. There’s a lot to learn if you want to use it to its full potential, so make sure you’re ready to invest that time.

Pros and Cons

Grouping similar stage items together so you can see where they’re at, then allowing you to change views so you can see how they sit-in your overall plan
Colour coordinating projects
Using automation rules to send reminders for important milestones

Linking your email to their system so you can send messages is time consuming

Return on Investment

Saves me brain power instead of stressing to remember everything
Let’s my whole team see where things stand

Alternatives Considered

HubSpot CRM

HubSpot overpromises and underdelivers, whereas monday sales CRM R is very clear about what it can do without selling its capabilities. The price is way better too since you can test things out and upgrade as you need more team members or more features. I’d never recommend HubSpot, but Monday is something that I’ve already told people about

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?

Yes

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

Usability

As far as other CRM systems go, I find monday sales CRM R to be very simple and fairly easy to understand even if you don’t have a lot of experience in these systems. Being a company that is full of visual people. Different view options and color coordinating options make a big difference and help my team relate to the numbers and project milestones

Support Rating

It’s not amazing, but it is helpful. Often times when I have a challenge I let my assistant contact support on my behalf because emailing and sending all the follow ups is time consuming. I think if we had a higher level membership then we would actually get live chat access as opposed to email only support.

Likelihood to Recommend

We run a number of animation projects simultaneously, so I use it to make sure our staff are all aligned for the different stages they’re needed in, plus knowing what approvals I’m waiting on from clients, so I don’t have to try to keep it all in my brain (I tried that and it was impossible)

Pretty good!

Overall Satisfaction with monday sales CRM