Good system, give it a long look if you're considering it because it's well worth your time
June 29, 2022

Good system, give it a long look if you're considering it because it's well worth your time

Nicolas Macri | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

Monday CRM is a helpful tool for us to help track candidates and collaborate with our sourcing efforts. We make it available to hiring managers as well so they're able to see progress on searches and we can quickly move our items around. It's Excel on steroids and we've only scratched the surface of what it can be used for, but it's fun, simple, looks nice, and is a great system! Support is good too, they do a good job of keeping up with us so we know how to do things (reporting, etc) in a smarter way. Worth the time to learn.

Pros

  • Collaboration
  • Organization
  • Easy to view

Cons

  • Reporting isn't as intuitive as I'd like but once they show you things it's easier
  • You can undelete items but if you delete a subitem, it can't come back
  • Ton of time saved for us

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?

I wasn't involved with the selection/purchase process

Did implementation of monday CRM go as expected?

I wasn't involved with the implementation phase

Would you buy monday CRM again?

Yes

Reporting could be better but overall I really like this product. Flexible, nice to look at and collaboration is key.
Overall they do a really good job of support--sometimes I feel like I'm teaching them things but that could be b/c I'm using it in a way that wasn't intended and we have to do work arounds.
You can easily grant and restrict access to any board and the collaboration is excellent. I haven't yet figured out how to have it save me from emails, but anything that does (and I know it can because their employees use it instead of emailing) I'm all for. It does save a ton of time b/c people can just view the site instead of calling, emailing, or texting questions.

monday CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
8.5
Task management
10
Billing and invoicing management
Not Rated
Reporting
7
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
10.0
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

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