Monday for a small financial business.
July 01, 2022

Monday for a small financial business.

Jordi Cartagena | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

Monday helps to keep control of bill collection, service ticket management and sales funnel implementation. It helps us to improve our customer service and increase their overall satisfaction by decreasing notably our response time. The interface is really simple and it's very easy to improve or create new dashboards as required.
  • Easy interface.
  • Always online.
  • Personalized alerts.
  • Adaptable and customizable.
  • Whatsapp integration.
  • Better interface on handheld devices.
  • Great ROI. My customers are far happier.
  • It's easier to track my employees performance.
Hubspot has a terrible interface and it's far more expensive than monday. In monday I could create my workspaces and dashboards on a whim, while I really struggled to do it on Hubspot.

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

It covers all my business needs. Still, my operation is small, so come bigger companies would need to check out if all their needs are as fulfilled as mine.
Great support. Online help is always available I once had to change my billing credit card and it was incredibly fast and easy.
It is very customizable, so it's hard to think of a scenario where it wouldn't work well, maybe project management or product pipeline, but I think it might be pretty useful there. For sales funnel and service ticket management, it works like a charm.

monday sales CRM Feature Ratings

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