You have to give it a try - at the end you will love it, believe me.
July 01, 2022

You have to give it a try - at the end you will love it, believe me.

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

Overall Satisfaction with monday sales CRM

Currently, we are using Monday.com for the following purposes: CRM for potential customers separated by the respectful market CRM for current customers separated by the compliant market Credit control; the team responsible for this financial part is keeping track of customers' credit limits and creating a report for the accounting department. Projects/Tasks, each group or team member has different tasks depending on the complexity of the desired results. Monday is convenient in this situation, allowing us to follow how each project/task is developing.

Pros

  • Variety of columns, giving the possibility to add different information
  • The possibility filtering in plenty of ways
  • The possibility filtering in different workplaces in the same time

Cons

  • Every few days, it crushes
  • More animations
  • After spending a lot of money, this product is the most cost-efficient until now
  • Saving each contract to the corresponding customer profile

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?

Yes

Did implementation of monday CRM go as expected?

Yes

Would you buy monday CRM again?

Yes

User-friendly and easy to integrate. The possibility of having already made workplaces and boards saves time and energy. As previously said, the possibility to search on different boards simultaneously. Also, modifying each column to the desired one is one of the best features. The price per user is one of the best compared to what is out there in the market.
Having the capacity for saving contacts and other documents comes to sales agents. This way, they can always track which reference has to be renewed. Another feature is the possibility of having different columns and being able to filter and modify them based on your needs. Our sales agents are also satisfied by the colors and animations provided.
Monday is suited for small to medium businesses, I would suggest. We bring a small business; it gave us tremendous flexibility when it comes to saving and following up with our customers and leads of the sales agents. Another handy feature is the already prepared dashboards which are easy to use, and the desired results are much faster than making it from scratch. Having the possibility to filter and search information in different workplaces is one of the futures I see only in this platform.

monday CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
10.0
Task management
10
Reporting
10
10.0
Forecasting
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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