monday CRM for Small Business
March 30, 2024

monday CRM for Small Business

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

We have been using monday CRM for over a year. We have about 50 employees and this has been working out well for us. We have been using this mainly for workflows and operations. The product is very easy to use and it allows our employees to work together seamlessly. Being that we are a mostly remote workforce this is imperative.

Pros

  • Advanced Reporting
  • Allows us to Collaborate
  • Improves our Team Communication

Cons

  • Robustness - I don't expect it to be SalesForce of course but needs some more functionality so we can scale this as we grow
  • Need to distinguish between the three Monday products and make them act as they are designed - Example Workforce, Project Management and CRM are basically the same functionality just presented differently
  • So far it has worked for us as we scale we will need something more robust
Cost was our main driver in why we chose Monday at this point

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?

No

monday CRM is well suited for a start up or a company that doesn't need robust functionality to get started. The CRM needs more ease of use when it comes to performing the tasks that Sales needs. It also needs more options for columns and you should be able to customize the platform to your needs - that proves difficult sometimes

monday CRM Feature Ratings

7.3
Customer data management / contact management
9
Workflow management
9
Territory management
4
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Interaction tracking
7
Customer Service & Support ()
Not Rated
7.0
Lead management
7
8.0
Task management
8
Billing and invoicing management
7
Reporting
9
5.3
Forecasting
6
Pipeline visualization
6
Customizable reports
4
4.0
Custom fields
3
Custom objects
4
Scripting environment
5
7.0
Role-based user permissions
4
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
5.0
Mobile access
5

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