Boosting Sales and Team Sync
April 12, 2024

Boosting Sales and Team Sync

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

Overall Satisfaction with monday sales CRM

We're using monday sales CRM to really smooth out our sales game and make sure we're staying on top of our client relationships. It's a game-changer for tackling stuff like keeping tabs on leads, seeing where they stand in our sales pipeline, and making sure our team's always in sync. What's cool is how we can tweak it to fit exactly what we need, making everything from chasing leads to forecasting sales way more efficient. Essentially, it's our go-to for making sure no opportunity gets missed and every client chat counts.
  • Customization
  • Easy to use interface/dashboard
  • Visual Sales Pipeline
  • Predicting sales, and analyzing how we're doing
  • Adding notes/updates to leads
  • Better calendar options/features
  • Mobile Experience
  • Advanced Reporting and Analytics
  • Smoother sales flow/process
  • Easy to use / train team members on using the platform
  • Scaled our lead flow/CRM volume by being easy to use and manage

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

Yes

Are you happy with monday sales CRM's feature set?

Yes

Did monday sales CRM live up to sales and marketing promises?

Yes

Did implementation of monday sales CRM go as expected?

Yes

Would you buy monday sales CRM again?

Yes

monday shines in small to medium-sized businesses where visual sales pipeline management and collaboration among sales teams are key. It's ideal for companies seeking a customizable CRM that's easy to adapt to their sales processes. However, for larger enterprises with complex sales cycles or those requiring deep, industry-specific CRM functionalities, it might be less appropriate

monday sales CRM Feature Ratings

Customer data management / contact management
10
Workflow management
7
Territory management
5
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
5
Lead management
8
Task management
10
Billing and invoicing management
5
Reporting
5
Forecasting
4
Pipeline visualization
7
Customizable reports
5
Custom fields
10
Custom objects
10
Scripting environment
5
API for custom integration
6
Role-based user permissions
2
Marketing automation
5
Mobile access
4