monday CRM is the Swiss army knife of CRM systems
April 03, 2024

monday CRM is the Swiss army knife of CRM systems

Zachary McIntire | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

We first found monday CRM when we were looking for a way to track opportunities and cases in our sales department. It proved so flexible and powerful, however, that we expanded the scope to include a variety of other data tracking applications within our company, from contacts, to insurance policies, to tracking sales tax nexus with various states.

Pros

  • Provides enormous flexibility compared to other CRM systems
  • Has a very simple and intuitive user interface
  • Allows updates to be posted via comment or email

Cons

  • User access control per record or group is a feature that's currently only available in the Enterprise version, which is out of our budget
  • Synchronization with Google contacts would be a very helpful feature
  • Definitely positive, but we couldn't put a number on it
monday CRM is definitely Superior for our purposes, due to its vastly superior flexibility and customizability.

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

Perfect for a company looking for maximum power and flexibility, with an administrator who is comfortable building their own system through an intuitive GUI. Might be less appropriate for a company that is looking for an out-of-the-box solution that doesn't require a lot of tweaking.

monday CRM Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
8
Territory management
Not Rated
Opportunity management
10
Contract management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
Not Rated
10.0
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
7.0
Role-based user permissions
7
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
7.0
Mobile access
7

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