Simple, easy to use and helpful for managing leads and sales
September 08, 2023

Simple, easy to use and helpful for managing leads and sales

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

Overall Satisfaction with monday sales CRM

monday CRM allows us to keep track of potential customers and create a pipeline of interactions so we can keep on top of who has been contacted and where we are on the sales pipeline. It has resulted in more conversions and less staff time wasted trying to determine where we are with the customer.

Pros

  • Tracking customers
  • Storing data / information that multiple staff members need access to
  • Assigning tasks and monitoring staff

Cons

  • Setting reminders
  • Calendar which could interact with zoom etc
  • Shopify intergration
  • Resulted in more conversions
  • Freed staff up to pursue more leads
  • Able to prioritise larger orders
monday CRM was much more customisable and flexible for our needs. We could use monday CRM to enhance what we do but Zendesk basically wanted us to change how we work to their style which is not what we wanted. I also found zendesk to be extremely expensive for what you were getting.

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

monday CRM has allowed me to track potential customers in the sales pipeline. We can designate set steps that staff must follow and a timetable and this sales pipeline has resulted in more sale conversions and less staff time, making how customer acquisition more effective. It has also allowed us to share large amounts of data/information with staff who might be working from home and therefore not able to collaborate in person.

monday CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

monday sales CRM Support

We only ever needed to us the FAQs and quick google searches as everything we needed to do was very straightforward and intuitive to do. We found the simple and easy design and interface helped prevent having any issues. A colleague did need to reach out for help and stated that it was quick and useful.

Using monday sales CRM

monday CRM is very easy to set up and customise to your needs. The boards and pages are intuitive to set up and any member can do it with minimal training so onboarding the staff happened very quickly. The help provided is also excellent whenever we were unsure about how to do something.

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