Fantastic Project Management Tool!
July 01, 2022

Fantastic Project Management Tool!

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

Overall Satisfaction with monday sales CRM

As a Learning & Development company, we use Monday.com to track progress with our programs/projects by creating project plans that list our tasks, time spent, budget allocation, profit, etc. From this, we create dashboards to give a visual overview, which we share with our team members and stakeholders, so they know how the project is progressing. As a business, we also use it to track team outputs, holidays, and our social media calendar. As an account manager, it is always open on my screen alongside our main calendar and gives me maximum visibility.
  • Dashboards to provide high-level overviews
  • User-friendly
  • Personalization
  • Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
  • More color shades for groups and labels
  • Keep adding new widgets for dashboards to provide an even greater overview
  • After the initial build, it saves a lot of time tracking our programs and updating our team and stakeholders
  • It's much more affordable and user-friendly than other CRMs, we previously used Salesforce

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's a fantastic tool for managing projects and providing high-level overviews without going through the data. I would give it a 9/10 as there's always room for improvement!
No issues as of yet, but receive regular updates and notifications when new items are going to be introduced/changes made.
Great for creating and managing projects. I've also recommended that small businesses track their outputs against turnover/profits. Ideal for managers, less ideal for leadership positions - leaders often want the high-level overviews without spending the time creating the boards/functionality.

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