monday CRM

A total success in sales management.

Comments: I really like it, I was able to connect my Gmail account without problems and manage all my emails directly from the platform.

Pros:

I really like the task assignment function, it was also very useful to be able to organize and distribute pending tasks within my team.

Cons:

Well, the truth is, I would have liked to have the ability to generate customizable reports and obtain more detailed statistics about my sales and activities.

A great all-in-one CRM and project planning software.

Comments: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Pros:

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Cons:

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

Alternatives Considered: Salesforce Sales Cloud and Asana

Reasons for Switching to monday CRM: Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.

It could be great if email tracking was a reliable feature

Pros:

That it's part of Monday so it easier for the entire team to use it.

Cons:

Since I've start using the Monday's CRM a few month ago my overall experience was very disappointing and frustrating. Since the email tracking doesn't work constantly it's not reliable, and makes me do a lot of manual work instead. E

Alternatives Considered: HubSpot CRM

Reasons for Switching to monday CRM: Since I udesd Monday (not CRM) in the past

Would recommend to manage everything

Comments: We got more efficient because we can manage priorities and tasks more easily. Sections for leads helped our team see who had to contact clients. We also used it to work on social media content together.

Pros:

Really liked the task management and the lead management. Super efficient with my team, easy to use and easy to implement. Liked the lead funnel to manage my prospection.

Cons:

The fact that time tracking is in a pricier version. I would like to see an access to clients for certain boards i want to show them.

Alternatives Considered: Workzone, Trello and ClickUp

Reasons for Switching to monday CRM: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!

Very happy with Monday.com

Comments: This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!

Pros:

The interface is simple and easy to use while being pleasant to interact with.

Cons:

The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal. It is typically resolved quite quickly.

Alternatives Considered: Asana and HubSpot CRM

Reasons for Switching to monday CRM: Familiarity, cost, aesthetics of the interface

Monday is great for Real Estate CRM

Comments: I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.

Pros:

Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.

Cons:

Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.

User friendly CRM and Project Management Tool

Pros:

Monday.com has a easy intuitive set up process that has good flexibility to modify as required.

Cons:

Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing monday CRM: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Switched From: Procore

Reasons for Switching to monday CRM: We started Monday.com as a free trail and be the end of the month had it 75% integrated with our needs and we strayed with it.

Monday Sales CRM hits all the marks

Comments: Customer service was solid and the product is intuitive, useful and very affordable.

Pros:

Monday Sales CRM is customizable, so that the user can create automated workflow that is adaptable to their needs and it can grow and change as the user's company's needs change. It was also among the least expensive/best value CRMs that I looked at.

Cons:

The customizable features are a double edged sword, because while they are great, there is quite a bit of time and program knowledge that needs to be acquired in order to properly implement it.

Alternatives Considered: Maximizer CRM and Nutshell

You cannot go wrong with this product!

Comments: I would highly recommend this product to start-ups or small company building their client base. The dashboards are completely customizable. You can create teams to manage clients and work within the system to communicate as well as assign tasks/follow-ups. The email feature is also a HUGE time saver and you can set reminders for yourself to ensure you stay on track. The reporting is also very easy to set up and share with your teams or clients. I have used other CRM'sin the past and this one is by FAR the easiest to set up and manage as a small business.

Pros:

Getting started with Monday is easy and if you ever get stuck, you can rely on the Monday support staff to help you set up your dashboard to meet your company's needs best. I have used Monday for over 3 years and keep finding new gems to help me manage my small business. Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations is HUGE and a big time saver!

Cons:

I had to think about this and honestly cannot think of anything this product is missing. At one point I was having a problem retrieving some client tasks I accidentally deleted but once I contacted customer support they helped me find where I needed to go to reinstate the files. When deleting you are asked if you are SURE you want to delete and another allows you to undo it while it is deleting. Luckily, there is another option to locate deleted records IF you miss both of these options. LOL! Support had to help me find it but it was there!

Best one to have for a business analyst

Pros:

Ease of use. Quick resolution from support team. Loads of features.

Cons:

Pricing is on the higher side. Duplicate data are a concern.

This is the professional software you have been looking for!

Comments: I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com!

Pros:

I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it!

Cons:

The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now!

Gave me great visual insight into running my company!

Comments: It gave us a central location for sales/marketing and operations data and the tools to visualize results.

Pros:

The ability to segment data and great visualization of that segmented data. Loved the ability to create custom dashboards.

Cons:

I would love the ability to view the dashboards on our digital signage displays using a URL.

Alternatives Considered: Trello

Reasons for Choosing monday CRM: Monday had a broader offering and was more customizable.

Switched From: Trello and Pipedrive

Reasons for Switching to monday CRM: The ability to further customize the app without having to add a tremendous amount of "power ups".

Love Monday.com

Comments: We needed a central place for all of our leads to be. This has made follow up with leads, potential clients, and even keeping track of our onboarding process so easy,

Pros:

I love the easy of the integrations and automations

Cons:

More in-depth training videos would be great. Other than that I haven't found anything I do not like

Monday gives a full picture of our pipeline1

Comments: Love the interface and the user-friendly board. We can basically create any type of board we need to fit our vision of expansion inside our company.

Pros:

The easy setup and creation of different boards for our pipeline and future lead management. Easy to use and to track. Very user friendly even for our team that is not so user friendly with this type of software

Cons:

Terms are sometimes difficult to understand, like sort... not sure what it does until we play around with it and realize that we can alphabetically sort our lead board... email integration is difficult with chrome. That is why we don't use it yet.

Alternatives Considered: HubSpot Marketing Hub and Pipeline CRM

Reasons for Switching to monday CRM: Easy to use and fits exactly our needs and the pricing is fair.

Increasing my productivity and closing more deals.

Comments: I like it because I can set reminders, schedule actions based on events, and send follow-up emails automatically.

Pros:

I like it because from the first moment I started using it I was able to navigate through all the features without any problems and find what I needed quickly.

Cons:

The truth is that I find it a little uncomfortable that sometimes the page loading can be slow, especially when I have a lot of data and records.

A successful experience for my business.

Comments: I think it's great because it has extensive documentation and support resources, which has been of great help to me to resolve any questions or problems that may arise.

Pros:

It's great because it doesn't matter if it's an email conversation, a meeting or a note taken I can access everything in one window.

Cons:

Well, I have experienced some failures or delays in the synchronization of emails or the import of contacts, although it is not a serious problem.

Fantastic and very reliable!

Pros:

Outstanding and very great functionality and very user-friendly. Excellent user experience with a visual emphasis.

Cons:

Every downside that I thought when I used this platform were addressed by the customer support immediately, so everything is good on my end.

The best CRM

Comments: It user-friendly interface and robust feature set makes it a useful sales CRM tool for small and medium-sized businesses

Pros:

I love its dynamic range of features including lead tracking, pipeline management, and sales forecasting.

Cons:

It may not be the best fit for larger enterprises or organizations with more complex sales processes.

Amazing OS + amazing company

Comments: I genuinely love it and I am excited to see how I will continue to grow and expand my boards and automations once I have a team. I also just love Monday as a company, I follow the Instagram page and it's great to see such fresh and different content/ads/campaigns. Also love how much you have done for the Ukraine crisis. The other thing is the customer service is incredible, I could not believe it when the person emailed me back with a personal Loom video to explain my issue and try to resolve it. They are amazing and don't make me feel stupid/bad about what I'm asking. They all need a raise :)

Pros:

I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.

Cons:

It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.

A bit of patience and focus Monday.com will transform your work life!

Comments: Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.

Pros:

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page

Cons:

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

Monday changed my job and made life so much better

Comments: Overall Monday has been the best thing incorporated in my job since I have worked here for 3 years. It has made work flows so much better and saves time not keeping up with paperwork.

Pros:

My favorite thing is going paperless and not having the stress about losing important information.

Cons:

That I cannot revise multiple bids instead I have to redo the invoice every time, and save the file and upload it .

Monday.com 2+ Year user

Comments: Overall positive experience. I brought it from my previous company and sold my new team on the benefits.

Pros:

Easy to learn and roll-out to team. Very short learning curve. - and the phone app works very similarly to the desktop version.

Cons:

multi column uploads from xls to existing Boards. Ability to setup a general email account like [email protected]

Alternatives Considered: CRM Analytics

Reasons for Switching to monday CRM: Cost & simplicity

Great project management tool within a CRM

Comments: It has been a great experience for us using monday.com. We have tracked all our projects on time using the tool, assigned tasks to one another and have open-ended conversations as it makes the visibility of getting the task done great.

Pros:

Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI. The functions of the platform are very easy to use and keep everything managed, organised and tracked for all users. The integration has been very good of the tool with Hubspot and it comes at a very decent price.

Cons:

I would say as there are many functions available within Monday.com which makes it difficult for big organisations with 1000s of people to use it properly. This makes the learning at the beginning hard as everyone needs to understand the tool in order to use it right.

Project management tool.

Comments: It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers. In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers. The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements. it automates the repetitive work within seconds and helps you to stay focused on what matters and avoids human error. It helps you to keep track of consumers at all stages of the sales process.

Pros:

It helps teams carry out projects that deliver consequences on time no matter they are at the home, office, or on the go. It is easy to use and flexible. It can customize workflows and has robust productivity attributes including dependencies, time tracking, timeline views, automated notifications, and integrations. With Monday.com, you can obtain faster and better results for each project milestone.

Cons:

It lacks CDN/bandwidth. When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying. Also, the scroll feature is dramatic at some times. Moreover, when spreadsheets are imported, hyperlinks do not always carry over. The "subtasks" lack some features and are a little cumbersome. The interface slows down when boards become larger. It has some limitations in bulk imports and importing from excel.

Monday.com USer reveiw

Comments: he product has solved inter company communication and CRM issues. We have been able to get on the same page together now quite easily.

Pros:

I like the ease of the software and the user experience. The look and feel makes it great to go to daily

Cons:

The Product can be very in depth when I do not need something to be. But it is a great product.

Alternatives Considered: Salesforce Service Cloud and Pipedrive

Reasons for Choosing monday CRM: The price and ease of use.

Switched From: HubSpot Marketing Hub