Easy simple yet powerful CRM
April 03, 2024

Easy simple yet powerful CRM

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

Overall Satisfaction with monday sales CRM

We use it to create and fill the important data we look for in client prospects, group the prospects. To then create email templates that build a workflow that allows us to then automate and facilitate the process of contacting, following up, reviewing, measuring statistics and data to evaluate are sales and CRM progress as an organization.

Pros

  • automate
  • organize
  • process establishment
  • measuring

Cons

  • pre defined templates
  • pre defined automations
  • more advance workflows
  • positive
  • better
  • adaptation cost
I believe monday CRM is more flexible for changes and intuitive to operate. HubSpot CRM is more specialized and complex to use. Airtable is not design as CRM but may be used as such, definitely not able to be compared to Hubsport CRM or monday CRM which are more specialized CRM software

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

No

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?

No

Would you buy monday CRM again?

Yes

I think in general it is well suited, I am not a CRM expert so I havent experienced more powerful CRM tools but I believe its a great option for MOST of the user. It is friendly and an extension of Monday, its easy to deploy and install. Its not an expensive super specialized CRM.

monday CRM Feature Ratings

5.0
Customer data management / contact management
8
Workflow management
2
Territory management
7
Opportunity management
3
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
2
Interaction tracking
5
Customer Service & Support ()
Not Rated
6.0
Lead management
6
3.7
Task management
2
Billing and invoicing management
2
Reporting
7
5.0
Forecasting
1
Pipeline visualization
5
Customizable reports
9
7.5
Custom fields
9
Custom objects
7
Scripting environment
8
API for custom integration
6
4.5
Role-based user permissions
1
Single sign-on capability
8
Social CRM ()
Not Rated
6.0
Marketing automation
6
9.0
Mobile access
9

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