monday CRM Reviews & Product Details

I really like the ability to keep track of new leads and have clear visibility on how valuable a lead is and how many projects I have won and lost each year. I also like the visibility on how long it takes for me to be able to take on new clients after they initially contact me.

There is nothing I dislike about this product, I have never had any issues with it, it has always done everything that I needed and has more functionality than I use at present, so I'm looking forward to utilising it more in the future

Keeping track of leads, the value of projects, and the length of time it takes to convert leads and start a project. This gives me good oversight of potential and existing customers and makes my business more efficient.

Easy UI and lead management tool with Gmail Integration

They don't provide a bulk email marketing option.

CRM and lead management problems we solved.

The ability to make your own fields and customise it as much as you want.

The steep learning curve can be quite hard to get. Once you've cracked it though it makes your CRM incredible

I can record time, handle jobs and tasks and generally do a lot of multi-app capabilities in one app!

I enjoy the easy functionality of the platform in general and the ability to create different groups and dashboards to store all the information I need to. The CRM feature is useful.

The Kanban feature feels a bit basic when compared to competition such as Trello.

We are able to track data more efficiently using Monday. We can efficiently use it as a CRM through our business to track clients and leads. Monday also allows us to keep up to date with things that may be lost in spreadsheets.

I like that I can customize automation to sync up different boards. There are so many different templates if you get stuck trying to figure out what to create and how.

I don't particularly appreciate how it takes a while to build out. I would love a little more hand-holding at the beginning to get it how we would like it to function optimally.

We are keeping information together and organizing tasks better now that we have a place for everything. It is nice that everyone has access to it as well! Team-oriented!

This was a very simple, clean and functional CRM for our social media agency. I liked that it was easy to train on and customize for your company's needs.

I felt it did take some time to figure out the module system they have but it quickly became intuitive. I think it'd be nice to have better planning tools.

We are using monday.com to solve the issue of internal communication and organization. Since we are an agency it can be difficult to ensure consistency across platforms.

It has a lot of integration options so we can keep track of our sales channels, and create quotes all in one place.

It's not a traditional CRM and takes some time to fully integrate and use the way it is intended.

It gives us the ability to work with external partners on sales leads so we can all come together, see notes and keep track of leads.

It's very easy to use. I am working with people who are not tech-savvy and they get the product. It's clear, it's nice, it's user friendly.

The fact that you cannot schedule emails to be sent during business hours of your recipient is a BIG drawback to us as we work between the USA and Europe. It's annoying to spend 50$/month not to have and to have to spend another 20 with zapier and another app to finally get this functionnality.

It puts everything in one table easy to use and read. The email tracking is useful and the dynamic templates as well.

Great organization and management tool. Good for tracking and communicating.

Inability to add tasks from the overview screen. You need to add the first task from the project, then the option of adding more on the overview appears.

Keeping track of RFQs and leads, communicating tasks and recording outcomes.

I like the progress bar inside of the item. I also like the template saving for everyone to use in the emails and activities board. I do use and have not used other competitors CRM's.

I do no like that I can not customize the boards. Some of the columns wont delete. Some of the columns I do not want. It will tell me its tied to another column but I do not want that column either.

It is solving the email tracking for me for the most part. I usually have to resync the app often and sometime emails do not track back into the emails and activities app.

The ability to keep a detailed log of all contact made with the clients/leads, along with the status of each project. Being able to easily move the leads into separate functions is also quite handy, as well as the entire team having access to the client listing.

I have found the most frustrating aspect can be the email tracking picking up wrong emails. We have multiple projects from the same clients (same email address for 2+ leads) and the tracking can pick up emails that are not relevant to the specific project, and those emails cannot be deleted.

Keeping and detailed log of contact with each client (when they were last contacted etc) and the ability to write a detailed description of how that interaction went.

Great for tracking pipeline and tasks. Perfect for assigning contacts to different sales managers.

Not a great program if you like a gantt view. Wish it were easier to creat "automatic" actions.

Love that multiple users can use and track the same client or tasks. Makes it easy when everybody is in different locations, but still needs to keep up to date.

Upsides of using Monday was being able to use the list functions and have colleagues see what was completed

Having so many board subscriptions and feeling micromanaged

I have no reported problems to share

Easy to configure boards and columns, allowing you to increase the pace of the team.

Slow boards when number of clients are too many, and the pc is not powerfull enough,

Tracking

It's very easy to add new leads and to modify the existing one. It's easy to modify fields and coloumns.

The Kanban is nothing more than MS Teams and there is no aggregation function that allows to build-up a WBS by defining single activities dependency

It is useful to track the activities of the sales team and to aim the target. We use Monday for weekly meeting support and to assign the activities to the resources

Many aspects v flexible - "plastic" aspects of tables, v easy to add columns, move them about, change themm generally customise etc. Filtering is good. The best way I've found to organise a lot of information.

Mirroring and connecting boards not v clear and can cause confusion. Automations don't seem to always work or are vv slow. Generally speaking, setting up automations is cumbersome... I feel like you need to be a Monday.com superuser to get the most out of them. As a one-person company, I don't have the resources (time or money) to become a Monday.com super user. It is unfathomable that there is no deduping process. The weirdest and most frustrating thing I've found is that it is incredibly difficult to delete or change some aspects of records. E.G. if someone moves companies, you could be battling for an hour to work out how to move them to a different organisation, and still not be able to do it, or if it becomes apparent that someone isn't a relevant contact for us, it's a huge puzzle to delete them.

Not sure. The new boards look good. I just don't have time to play around with problems, so I have work arounds or just put up with some of things above. EG my data needs a clean up, deduping etc., but I am putting that off until I have a big stretch of time to really work out what I need to do and how to do it. And that time isn't going to come, maybe ever, so my data will remain a bit messy.

A streamlined user interface, pretty simple and easy to use right away

Menu structure can sometimes be confusing if you need to find something that's not obvious. Need more 3rd-party integrations.

Connecting multiple teams to the sales and CRM elements of our business

Super easy 1 click integration with outlook/gmail is super easy and fun to set up UI is modern and nice to work with, automations are relatvily easy to set up and manage.

The API is aweful and tedious. Creating custom solutions for the system is annoying and difficult for no reason

Easy to manage charts and graphs that reflect the sales

sales CRM. Easy to configure and set up accordingly.

Need to have more templates. This will be usefyl. Easier to use automations.

Business problems

user interface is well designed, for the most part its easy to use.

no automatic archiving of board states, no undo buttons, too manual to set up certain things. No automatic duplicate check of contact and accounts in CRM boards. Would like to be able to lock editing of the status (the options not the actual setting of a status) so people cant change the list of available status

right now we had no CRM, so its better than nothing. We have had poor adoption because its highly manual to update, but perhaps thats a set up thing on my end. the email integration is a little clunky and difficult to tell how to set up, not sure how to not import my own colleagues as contacts when connecting it to outlook