Great way to tack all sides of sales
September 28, 2023

Great way to tack all sides of sales

Brooke Gilstrap | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

I use it to track my proposals and follow up on potential sales. It gives me reminders to follow up but also shows how much I have proposed and sold. Great tool.

Pros

  • Tracks Sales
  • Potential Sales Tracking
  • Scope Tracking
  • Follow up reminders

Cons

  • Automatic company updating when a contact person is assigned
  • When a company is listed show the company contacts first
  • Better projected profits
  • Better timeline tracking
  • Wish it integrated with concordnow for easier adding

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 is the best work program I have ever used. It is user-friendly, easy to keep track of job tasks, awesome automations and so much versatility.
It is good at tracking overall sales but not overall profits.

monday CRM Feature Ratings

7.0
Customer data management / contact management
10
Workflow management
6
Territory management
Not Rated
Opportunity management
5
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
5.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
5
8.0
Forecasting
9
Pipeline visualization
10
Customizable reports
5
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
10.0
Mobile access
10

Using monday sales CRM

9 - All sides of the business.
2 - Mostly an understanding of sales. After that, the program keeps track of what you want to keep track of.
  • Scheduling
  • Sales tracking
  • Project tracking
  • Invoice tracking
  • Great communication tool for the whole team
  • The automation make it innovative to remind people of their daily due dates and tasks
  • Great for the marketing person to follow up and track
  • More detailed tracking and follow ups
Ease of use and overall a great tool.

Evaluating monday sales CRM and Competitors

  • Ease of Use
Already comfortable with monday.com.
Nope, I would not change my purchase decision. I love the product!

Comments

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