monday CRM Reviews & Product Details

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.

monday sales CRM stands out among CRM solutions due to its exceptional ease of use, powerful automation capabilities, and vibrant visual interface. Its intuitive drag-and-drop functionality makes it simple to create customized workflows and dashboards, allowing sales teams to streamline their processes and gain valuable insights into their sales performance. Here are some of the key benefits of using monday sales CRM: Enhanced Sales Productivity: monday sales CRM automates repetitive tasks, freeing up sales reps to focus on high-value activities like lead nurturing and closing deals. Improved Lead Management: Capture, qualify, and nurture leads effectively with monday sales CRM's comprehensive lead management features. Track lead progress, identify potential opportunities, and prioritize your efforts accordingly. Streamlined Sales Pipeline Management: monday sales CRM provides a clear visual representation of your sales pipeline, allowing you to monitor deal progress, identify bottlenecks, and optimize your sales strategy. Data-Driven Insights: Gain valuable insights into your sales performance with monday sales CRM's customizable dashboards and reports. Analyze sales trends, identify areas for improvement, and make data-driven decisions to boost your sales success. Superior Collaboration: monday sales CRM fosters collaboration among sales teams, enabling seamless communication, shared ownership of tasks, and real-time updates.

While monday sales CRM offers a wide range of features and benefits, there are a few areas where it could improve: Advanced Reporting: While monday sales CRM provides basic reporting capabilities, more advanced reporting features would be beneficial for in-depth data analysis. Integrations: While monday sales CRM integrates with various popular tools, expanding the range of integrations would further enhance its flexibility. Scalability: As businesses grow, monday sales CRM may not be able to scale as effectively as some enterprise-level CRM solutions. Overall, monday sales CRM is an excellent choice for small and medium-sized businesses seeking a user-friendly, powerful, and visually appealing CRM solution. Its intuitive interface, automation capabilities, and data-driven insights empower sales teams to improve their productivity, manage leads effectively, and achieve sales excellence.

I've been using Monday Sales CRM for the past year now, and I can honestly say that it has been a game-changer for my business. Before I started using Monday Sales CRM, my sales process was a mess. I was constantly juggling multiple tasks, and I always felt like I was behind. I also had a hard time keeping track of my leads and pipeline. Since I started using Monday Sales CRM, my sales process has been streamlined and efficient. I've been able to automate many of my repetitive tasks, which has freed up my time to focus on more important things, like building relationships with my customers. I also have a much clearer view of my leads and pipeline, which has helped me to close more deals. In addition to streamlining my sales process, Monday Sales CRM has also helped me to improve my customer service. I now have a better understanding of my customers' needs and preferences, which has enabled me to provide them with a better overall experience. This has led to increased customer satisfaction and loyalty. Overall, I am extremely happy with Monday Sales CRM. It has helped me to improve my sales performance, customer service, and overall business efficiency. I highly recommend it to any business that is looking to improve its sales process and customer relationships.

Monday sales CRM has been extremely easy to navigate and they continually update their features to be even more effortless for us. Its features are vast and various. I have been using this for over a year, and I am still finding new features to work with. Plus, they'll send an email every week with updates and tips on how to better my experience with the platform. I am able to integrate our clients and employees onto the platform in a way that is simple for both parties to use. Its implementation features have been simple to learn and use daily. Likewise, any time I have had a question, monday has been quick to respond and assist. We are a small company, and we all use monday every day, for nearly all our work duties. I really couldn't do my job without monday.

The only downside I have noticed is that when sending an attachment in an email through the template feature on the board, the recipient must download the file onto their computer to view it, rather than that coming up in a pop-up screen. It isn't huge, but my recipients have mentioned this a few times. Other than that, nothing!

We are an agency with 30+ clients, and monday is excellent at separating these clients and their individual needs. Likewise, I am able to communicate to my clients and my coworkers entirely through Monday, which is great. The board features have been immensely helpful for organizing our clients and allowing for an easy workflow for us.

monday CRM has been a great tool for our sales team with a lot of very intuitive features. Being able to connect your email and send, track, and automate emails directly from monday is extremely handy. With lead generation, you tend to get some of the same people inquiring multiple times, monday's built-in "manage duplicates" feature is really nice for consolidating multiple lead entries into one contact. We really like being able to create a deal from a contact and the features for managing our pipeline in another board. The reporting and analytics helps us see a bird-eye view of our efforts. monday CRM also works really well in tandem with other tools we use - google, zapier, calendly... Setup and implementation is really straightforward. Overall, the simplicity of monday and its automation features have eliminated a lot of the manual upkeep of a CRM and has helped keep our hot leads top of mind while still being able to nurture more warm leads.

monday's - like every other software - can be pricey but it's competitive with other tools and suited our needs and the capabilities have justified the cost.

The layout and visibility of all leads, contacts, and deals has made managing our pipeline a lot easier. With the use of status columns, we're much more effectively able to filter the data we're looking for and automations help us keep on top of follow-ups and eliminate a lot of manual updates.

Monday.com is an incredible asset to our team and we use it daily. It's easy to use, flexible, and colorful. The breadth of functionality is unparalleled! The fact that boards can be displayed in a variety of needs helps to ensure everyone on our team can see info in a format they feel comfortable with. One of the newer functions is the ability to map addresses that are in a board. This has eliminated our need to type addresses into Google to get a map there, thereby saving time, hassle, etc. As a result, our relationship manager can spend more time building relationships. Customer support has been excellent; emails are returned promptly!!

It can be tedious to rearrange and update information. The easiest thing to do is to export a board to Excel, reformat it, and upload it back into Monday.com. This is not a huge barrier, just an inconvenience.

Spreadsheets don't offer the flexibility to create a workflow/Kanban board. This is the best way for an individual contributor to manage their efforts and the best way for a supervisor to get a quick update at any time and without a meeting.

Over the years, we've set up many clients on Hubspot and SalesForce. They get excited about all the fancy bells and whistles. But a few months down the line, they're not using it. Why? Because it's just too much for their needs. And the learning curve is too steep. Monday, on the other hand, can start out super simple -- and then get more complex over time. And it's fully customizable. So if you don't care about the industry of a client, you can remove that field. If you want to record what CMS they are using, you can add that field. If your sales process has 10 stages, you can have 10 stages. If it has 3, you can have 3. If you don't care about the stages, you can remove them. As for ease of use, if you can use a Google or Excel spreadsheet, then you can use Monday.

The only downside I can see is if your sales team is already accustomed to Hubspot, SalesForce, or another CRM. Don't fix what's not broken.

For our agency and our clients, Monday helps us stay organized with the sales process.

Monday makes it easy to track everything about the projects I manage. It allows me to make notes of conversations and keep track of follow-ups while also letting me see which court the balls are in. It has proven to be paramount to my position as a Project Manager.

I wish it were easier to search the updates, that would then take you to the full project not just the update.

Monday is the one stop shop to be able to manage all my projects. It allows me to have an overview of everything happening with a project.

Incredibly helpful for tracking each stage of a an action, those involved and the fine details. The customisability is incredible and I would highly recommend this for SMEs.

Only issue, which may be a fault of my own, is I would like to be able to hide columns but keep them active on a form.

Monday sales CRM allows the business to efficiently organise several aspects of the our work, from recruitment as an ATS, all the way to tracking business and finance figures. Monday is an incredibly unique and valuable resource.

Super fast and easy to use. Constant new features and great support.

Nothing at all, its perfect for our needs

Sales and lead tracking. Project planning and bug tracking

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