Item: monday sales CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use monday.com for everything from onboarding new hires to tech support requests and projects to the CRM to manage our partnerships. Primarily, I build out processes within monday.com for other members of my team to use. Most recently, we've built out a training tracking board that is keeping the process of HIPAA and CyberSecurity compliance automated and up-to-date.

Pros and Cons

Marking and sorting things by stages
Automation that gets rid of a lot of busywork
Visual cues and color coordination

Interconnectivity between the boards is present but not fleshed out - I'd love updates on one board to change things on another.
There's no "hide" feature - like, I do not want to delete this thing but also do not need to see it daily
Forms can add a new item but cannot update an existing item, which would be ideal - like with a drop-down to select the item in question? That would be so cool!

Return on Investment

Specifically for equipment tracking, we have been able to build an interactive and extensive database tracking all devices owned by the company in a predominantly remote workforce and decreased loss in that area
The onboarding process has been simplified and automated to communicate to all parties involved with minimal interaction. Building out an API would be next! Saves a ton of time in this process and minimizes mistakes.
In a start-up environment with shifting priorities, task management in monday.com makes sure things don't disappear entirely as the landscape changes.

Alternatives Considered

Asana, Jira Work Management and Tableau CRM

The primary benefit of monday.com is the flexibility. Other productivity management platforms do basically one thing, and that's all. Monday.com really does ten things and it does them pretty well. The best thing about that is that the ten different services all communicate with each other, so you can truly build an end-to-end process.

Key Insights

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

Not sure

Are you happy with monday sales CRM's feature set?

Yes

Did monday sales CRM live up to sales and marketing promises?

Yes

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

Usability

Very usable, though there is a learning curve to managing work spaces and boards and groups, etc, etc. I think implementing certain tools in monday.com also requires a basic knowledge - like if you don't know how a kanban works, monday.com is not going to teach you. If you do though, it's a veritable playground.

Support Rating

never used

Likelihood to Recommend

Smaller companies can really build out processes and structures on Monday.com. I don't suggest it for order or warehouse management, which I've seen some people try to do, but for employee management, CRM, and project management, I find it to be very useful and well-suited. My favorite thing is the Forms feature, which allow outside people to update your boards without seeing them.

Thorough and varied services in one place

Overall Satisfaction with monday sales CRM