Thorough and varied services in one place
March 17, 2023

Thorough and varied services in one place

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

Overall Satisfaction with monday sales CRM

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

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

Cons

  • 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!
  • 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.
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.

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

Not sure

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

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.
never used
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.

monday CRM Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
10
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
6.0
Lead management
6
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
8.5
Forecasting
7
Pipeline visualization
10
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
10.0
Mobile access
10

Comments

More Reviews of monday CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. monday CRM Reviews
  4. User Review of monday CRM