Making All of My Mondays Easier
June 29, 2022

Making All of My Mondays Easier

Natisha Rohlfs | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

I use it to keep track of a lot of things for multiple companies that my CEO owns. Inventory of office furniture, swag, laptops/monitors, corporate office keys & badges, I use it to keep track of quotes & budgets when I'm planning events. I use it to track lodging, activities, and food for retreats/meetings. I use it to track maintenance requests. I use it to track action items from meetings.
  • Keeps things safe
  • Allows you to share info with other users
  • Keeps things organized
  • All members of the board are unable to copy workspaces
  • It has assisted me in being more organized
  • Helped me present to other employees

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

Not sure

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?

I wasn't involved with the implementation phase

Would you buy monday sales CRM again?

Yes

The training I received wasn't as helpful...from a lady in another country. Trial & error & using it over & over helped me the most

monday sales CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
9
Contract management
9
Interaction tracking
Not Rated
Lead management
9
Task management
10
Billing and invoicing management
9
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
8
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
10
Marketing automation
Not Rated
Mobile access
7