monday CRM Reviews & Product Details

So easy to use and versatile. We can change filters and progress for our learners which has meant that we can dispense with our old trackers

Nothing. It's superb. We keep finding new things that we can do with it

Heps us keep track of potential recruits and employers and whether they are interested in what we do

Monday Sales CRM has allowed our company to organize our many clients between each of our employees. After that we can access these clients as the workflow continues through different stages and diferent departments.

There really is not a downside, other than after you get used to using it, you want to organize every item in your life in an orderly and managed workflow with information at your fingertips.

Our client workflow is detailed and accesed by many people at various stages. Monday has helped us create a unique platform that each person can add to, can access, and allows us to literally look at a client and know exactly where they are and what the next step for them is.

It allows me to maintain a schedule and consistent task list for myself so I can plan out my day.

I wish it could be connected directly to my loan point of sale application

It is ensuring that our client database is being serviced fully and regularly, while keep our sales team on task every day by using it as a task list as well.

Ability to keep projects straight. Integrations with third party services using Make.com.

Access controls (view permissions) locked down to only enterprise plans

Creating invoices using quickbooks intergration through Make.com

Monday.com is intuitive, customizeable, and user-friendly. I've thoroughly enjoyed finding the best ways to customize boards to ensure the best workflow tracking. As a company, we utilize Monday.com daily to track where we stand with such a large number of clients. Whenever we have questions, the team at Monday is always happy to jump in to help troubleshoot. Training is a breeze with live tracking and cloud integration.

In true honestly, I don't have much to dislike about it. The ability for our whole team to update in realtime, ability to customize, etc... it's truly an organizational dream.

With working on a variety of sales accounts, monday is helpful in tracking where things stand from client to client and project to project. It keeps the whole team in the loop with where we're tracking.

so easy to use, and its easy to set up integrations and automations for streamlined workflow

the calendar view. It would be better if you could see a bigger snapshot of dates.. ie similar to Teamup calendar program.

n/a

Flexibility and familiarity of working within spreadsheets, but with a more powerful back end

Some of the pre-built template options can be overwhelming

Helps our small business stay organized, and gives enough flexibility that we can store all the data we want for our business without hitting roadblocks

the callender is very easy to use and so helpful when in sales

It woukld be helpful if you could have more boards per callender

it allows me to see when a company has been approached and diarize when to approach them again. I can also see all correspondance in one place

I left behind all my operative work to pass to the next level: automatations. For all my team, things go easy, we have total control of our operations.

We need a native connection with WhatsApp or telegram ... o

Things go from manually to automated, this has a great value for our business beacuse we have data in real time of our operation.

I like the flexibility of the platform to create different boards with varying functions.

Can be a bit of a learning curve, sometimes difficult to make a decision on how to create a board from a blank slate.

We use it to manage team tasks as well as manage our communications between us and our customers.

There are many upsides of using Monday sales CRM. The program is well organized and efficient. I can easily get through all my tasks with this system keeping me on the right track.

I personally have no dislikes about Monday.

Helps with multiple points in our company Bonus tracking Tracking sales pipelines Keeps us aware of expiring dates

Además de permitirnos organizar el trabajo, tanto de gestión como de operaciones, la herramienta de para dar seguimiento a las ventas nos ha facilitado muchísimo el trabajo diario. No solo a nivel local sino poder compartir los tableros con partners internacionales. Sumado a las automatizaciones que ofrece, permite que el trabajo diario sea mucho más fluido y nos podamos centrar en aumentar las ventas y mejorar todavía más la operativa.

La herramienta para el móvil deberia ser un poco más completa. Si bien es muy util, hay algunas funciones que no son exactamente como en la versión de escritorio.

Sobre todo ahorro de tiempo y automatizar procesos. Además de notificar el equipo cuando hay que hacer seguimientos o deadlines tanto de cierres como de pagos. Sin duda, es un acierto.

The interface is really easy to use, and I like that i can connect with my co-workers and everyone is on the same page.

I don't like that you have to pay for all of the apps.

It puts all of our sales information in one place, keeping things up to date for all of the colleagues involved. It helps us put our marketing plan in to action.

I find Monday easy to use, implement and aligned with how my brain approaches work tasks.

Sometimes the number of videos and options can be overwhelming, however I feel comfortable using it on a basic level.

Monday enables my remote team to communicate with each other easily on projects.

Formulas are a great way to automate repetitive tasks and the automations really make a difference twhen using the product

Some features are locked away under the Sales version on Monday, which would be good to have on the main version on Monday too.

It solves tracking of tasks so i can stay ontop of things

Monday is so flexible . . . I can have as much or little data as I need. The "Open" function that brings up the notes that are entered by date is great for free-form notes and memos. I use the next interaction date frequently to do follow-up communications.

Infrequently it opens into other areas and not the Contact List where I do my work.

Monday makes it easy to follow up with potential clients based on their needs as far as scheduling.

Easy to use. Highly customisable. Great Support team

There is nothing i dont like about Monday CRM

Keeping track of a large amount of tenders

Monday has been a wonderful tool for our company. the best part is how easy it is to use!

The only issue I have with it is that we didn't find out about it sooner.

keeping track of all our clients and distributing the follow-ups to the correct team member

Monday is user friendly. It allows you to simply reorganize templates and also figure out the more complex of issues (mostly).

It's a little harder to dig into the more difficult issues, sometimes getting help from customer service can feel like a dead end unless there's an incentive to sell something on their end. Had a great beginning into Monday then it kind of dropped off... still would recommend it with bells on.

We can store so many data points and sales tracking points in one place. Not only can we link exact sales info, but our team can log calls and emails with the click of a button. It eliminated so many spreadsheets for us, just needs a little bit more assistance on solving design riddles and formula issues.

We love how user friendly Monday's products are for people at all differrent comfort levels with technology.

Our biggest challenge with Monday's products is integration or connecting individuals in a visual way.

A centralized, easy-to-use database of who is in our network and activity they have had with us plus potential