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

Use Cases and Deployment Scope

I use it as a lead tracker and to keep our team informed. We have a lot of leads that come in, and organization is critical in making sure our operation runs smoothly. It also helps to keep all parties informed because of its auto features, like the emails it sends out. We also appreciate the reminders letting us know when to follow up.

Pros and Cons

Follow up reminders.
Pipeline maintenance
Functionality

Bumping up follow up clients to top of list to prevent them going to the bottom.
Give alerts to phone so they do not get lost in emails.

Return on Investment

Positive: keeping whole team updated.
Negative: congesting the emails.
Positive: Accountability and reminders.

Alternatives Considered

Monday has a much cleaner and easier-to-manage format. There is also more customer support as with the other CRM; it takes a bit of time to have the request sent in to look at the issue. I also like that it has a mobile app so I can check on the phone whenever possible.

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?

I wasn't involved with the selection/purchase process

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

Usability

I give the rating because the platform is pretty straightforward, but you do have to play around with features to get the results you want. I wish there would be pipeline templates for different careers so people in that same business can choose a similar template being used by others in the same field.

Support Rating

I give this rating because contacting Monday personnel has been relatively simple, and many times, you may be able to find your answer by looking online as they have many tutorials and explanations of some of the available features.

Likelihood to Recommend

Monday sales are well suited for companies that generate a lot of leads from different sources. Being able to keep and manage who and where the leads belong is key. This is useful if your team has different members working on certain types of leads, as you can assign them to different parties. I do not believe it is appropriate in scenarios where they may only be one single lead manager or if leads come from one source only.

Straight forward and honest.

Overall Satisfaction with monday sales CRM