The best CRM for companies that wants a tool that grows with you
March 14, 2023

The best CRM for companies that wants a tool that grows with you

Marcello Arpino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

It's a great way to improve your sales by managing oportunities and helping your team to better develop the lead qualification process. It helps the pre-sales team as well as the sales team to get a better converting rate, helping getting track of leads that would fall behind otherwise, and with doing so. It also helps you to have better results of your marketing investments, not only by getting a higher convertion rate, but as well as getting more information for the marketing team to better analyse the results of the campaings and have ajustments then, as well as helping to create new campaigns focusing on new solutions or even rethinking the way you show your product or service to you ICP.
It gives you a great operational and management tool to improve your results in a lot of ways, and you can even customize it.
So, in the end, it all up to you to make the best results possible by having the right processes running on the right tool and managed by the right methods.

Pros

  • You can manage leads that are not yet sales qualified
  • You can manage real sales opportunities with your team
  • You can analyse you efforts and results, so you can always improve productivity

Cons

  • I think that it could be more eficient on guiding the sales team to never have a deal without a task programed
  • It would be better if it had a direct connection with prospecting tools, such as Apollo.io
  • It would be interesting if it had a default board that automated the creation of a project board for services companies
  • Better convertion rates, decreasing marketing overall costs to close new oportunities
  • Decreasing the sales team cost, because people are more productive and you can get more results with less people
  • Increasing the business growth rate, by helping focusing on growth and not only on sales
I would say that it is simply a more interactive tool, that gives you all the features you need to get started, and then lets your evolve your tool with other methods and features as times goes by and your team gets a more mature understanding of the process and ways to improve sales and productivity. It's a software that grows with you.

Do you think monday CRM delivers good value for the price?

Yes

Are you happy with monday CRM's feature set?

Yes

Did monday CRM live up to sales and marketing promises?

Yes

Did implementation of monday CRM go as expected?

Yes

Would you buy monday CRM again?

Yes

It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.
I only had great support cases. I didn't need much and it was for some things that were focused on improving the tools with new features or doubts about upgrading my account, but either way the team was very quick, clear on the explanations and understood very well what I needed. I'm comfortable to solve problems that might show up with their assistence.
I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales.
But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.

monday CRM Feature Ratings

Customer data management / contact management
8
Workflow management
9
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Interaction tracking
8
Lead management
9
Task management
9
Billing and invoicing management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
9
Mobile access
9

Comments

More Reviews of monday CRM