Helped streamline our communication, job management & job scheduling
July 01, 2022

Helped streamline our communication, job management & job scheduling

Adina Davenport | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

Since we have begun using monday almost a year ago, we've been able to streamline our processes and have become more organized.
  • Streamline processes.
  • Better communication.
  • More organization with customers.
  • Easier scheduling customers.
  • Easier integration with other software used.
  • Allowing other fields to populate with information already filled in.
  • Would like to see an easier Accounts Receivables board/area.
  • Unable to see e-mails when working from mobile app.
  • Would like the capability to text from desktop like you can when using mobile app.
  • Have not had any type of issue like mentioned above.
It was a similar program called weighpay a CRM but was for heavy-duty scale weight products stone, etc.

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

Easy to use and navigate without much issue.
Haven't had to utilize.
It's helped our time management over the last year when it comes to scheduling our customers. Ease of communication within office about upcoming projects.

monday sales CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Interaction tracking
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Mobile access
10