An Insider Look at Monday!
Updated March 08, 2024

An Insider Look at Monday!

Ian Gonzalez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

We use Monday to communicate any messages or updates that we may have on the status of our clients. Monday really allows for us to stay organized and keep track of everything in regard to the corresponding files. We use it every day to provide updates about our borrowers.
  • Allows us to track dates.
  • Tag other collogues to address them directly.
  • Sends notifications to us whenever we are pinged on a message.
  • Resends notifications even after a couple days it has been addressed.
  • Marks me as a viewer even though I sent the message out.
  • How it displays the entire pdf instead of just the link.
  • Improve organization.
  • Improve communication.
  • Improve file management.
Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office.

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?


Monday is really great for tracking appraisals where we can list when it was ordered, when the due date is expected to be and when the inspection has been completed. I also enjoy how I can tag my coworkers to directly address them in my comments, so they see it. I allow all of us to stay accountable by staying updated by having to check Monday in order to stay in the loop.

monday sales CRM Feature Ratings

Customer data management / contact management
Workflow management
Territory management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Interaction tracking
Lead management
Task management
Billing and invoicing management
Pipeline visualization
Customizable reports
Custom fields
Custom objects
Scripting environment
API for custom integration
Role-based user permissions
Single sign-on capability
Marketing automation
Mobile access

Using monday sales CRM

8 - all sorts, we have loan officers, loan processors, loan partners
  • use them to track out loans
  • use them to track any updates on a file
  • we use the spreadsheet in order to track status of variables in the loan
  • track appraisals
  • track lcok expirations
  • being able to assign processors to each file
it is a user friendly and very easy to navigate and communicate acorss platforms

Evaluating monday sales CRM and Competitors

Yes - we used to use bigpurpledot
  • Cloud Solutions
  • Scalability
  • Integration with Other Systems
  • Ease of Use
ease of use was very exceptional compared to the other crm and the communication within the monday portal
we would have gone with monday first since it is and has been great

monday sales CRM Support

Quick Resolution
Knowledgeable team
Kept well informed
Immediate help available
Support cares about my success
Poor followup
Problems left unsolved
Escalation required
Need to explain problems multiple times
Slow Initial Response
no we did not purchase premium support as we did not see it beneificial
monday has been used in our office as a way to track out leads and keep updates posted for our logs. It has served a a great beenfit to our company and as a product

Using monday sales CRM

It is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • tagging people in order to mention them during an update
  • being able to track different items on each file
  • Being able to assign indivuduals to each section of the file
  • email notificaitons