monday sales CRM Review
March 10, 2023
monday sales CRM Review
Score 3 out of 10
Vetted Review
Verified User
Overall Satisfaction with monday sales CRM
We use monday sales CRM to track patient referrals from key referral partners. We have a 30-day residential program, and we track each patient referral from military bases, and the individual contacts at each base that referred. We have another board that tracks incoming leads from google ads for our sales reps to reach out to
- Layout is simple
- Easy to add / remove users
- Board functionality allows to separate different use cases
- Set up and implementation was very difficult, reps would not respond, I would have liked to have a customer service liaison just for me
- Email integration is clunky and not always reliable
- Automations need additional "when" actions
- Automation for account vs contact level is very difficult
- Increased follow up on dead leads
- Increased insight into cancellations / opt outs
Price was what made us choose monday sales CRM. I'd say it's about 60% of the features of the others and about 10% of the price.
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?
No
Did implementation of monday sales CRM go as expected?
No
Would you buy monday sales CRM again?
Yes