Overall Satisfaction with monday sales CRM
We use monday to track our regular sales cycle and our renewals sales cycle. We've set up connections between these boards in monday, so that once a prospect becomes a client they are shifted into the renewal cycle. monday made this much easier to manage than our previous software and allowed us to set up the custom automations we needed regarding these pipelines. We have also incorporated our onboarding checklist details into a board to make sure that nothing falls through the cracks. We like seeing our Sales Pipeline as a Kanban board and find the multiple board views very helpful. We also keep track of all of our contacts in monday and have them categorized by multiple different searchable factors.
- Easily customizable automations.
- Templates for different types of boards.
- Multiple views of the same information.
- Very easy setup.
- Ability to have monochromatic Kanban boards.
- Allowed us to manage our sales process as a team without hiring a designated sales person.
monday.com has more templates and was more easily customizable for our team than Asana was. We started with Asana, and then transitioned to monday.com for the added functionality. The price point was better than Pipedrive, AND it allows us to track many other types of things beyond just our sales process.
Do you think monday sales CRM delivers good value for the price?
Are you happy with monday sales CRM's feature set?
Did monday sales CRM live up to sales and marketing promises?
Did implementation of monday sales CRM go as expected?
Would you buy monday sales CRM again?
The customization and templates are really a game-changer. The ability to build out automations around our current processes is ideal. We use monday not just as a CRM, but also for work order management, and site specific expense reporting to site leads. We were able to build out each of these boards with the automations that we needed and the custom fields to track items specific to our business.
There are so many prompts within the software for how to use the software that I haven't actually needed to reach out to support. The software itself is very intuitive to use and the instructions within the templates were very helpful for getting started.
We're a small team that currently manages our sales process without a designated sales person. Our sales boards allow us to keep track of everything that is in process for quick updates. We're able to make weekly updates and present our progress in weekly meetings, since it's very easy to update the boards.