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

The CRM is easy to use and quick to get started with

Not really a dislike as such. We are early in using the system and find some of the dashboards don't quite reflect what we'd like to see. We are working with it though to see if we can display the information in other ways

It is giving us a better insight into our pipeline and helping us forecast the business we expect to win. This will also help highlight training needs and identify where team development and marketing activity can help us continue our growth story as a business

Monday.com is the most efficient CRM program I have used in the last two years. It is easy to use and better than keeping a Google Drive or Excel Spreadsheet.

There is nothing that I dislike about monday.com. It is so easy to use.

Monday.com has been solving my sales problems, and it helps me keep everything organized. I love how you can customize the different boards.

You can be working on a document, and not have to worry about saving the document, and when someone else goes in and contributes to the same document, you can see who did it and what their comment was. It's super easy to use, I can make old-fashioned check-off lists, and it keeps track of what I did before and down to the last click I made.

You have to wait to open it 😂. It's not as easy to implement as Teams, for example

tracking. Tracking clients and tracking my own "to-do" list

With 3 different businesses, monday keeps me focused and organized and doesn't let me forget important tasks that would otherwise be missed.

It should enter items on the boards when I think about them instead of me having to actually type the items out......mind reading would be a nice upgrade.

Keeps me from missing steps or shortcutting processes

The most helpful part of Monday is that I can use it for all my project management needs. Monday is so simple and "Excel-like" that it's really easy to explain for those that I partner with that are a little older & technology is a struggle. For almost 3 years now, Monday has helped me bridge the gap between the "technological generational gap".

I've come across a few things that I "dis-liked" but after taking the time to watch a video and read the tutorials they have available, I've yet to find something that I couldn't figure out with tutorials & online help.

The fact that Monday is constantly growing their integrations and implementing new features is a HUGE benefit for me. I'm a small start-up and their constant growth allows me to do the same!

One place to store all of my lists and project components. The ability to attach pertinent Files to my entries. The ability to assign a task to others inside your organization. The ability to @ mention and send email to others. Being able to copy a project list, so no recreating the wheel for the recurrence of that project.

Doesn't intersect/talk to our CRM. sometimes a little difficult to understand how to do something new.

Helps me keep track of my tasks by project. This helps me stay organized. Also, allows my successor a good map to follow.

I like how well you can organize all the different tasks. I also like how the app on the phone allows you to organize everything without having to go to a computer and update stuff. Our team has implemented Monday.com as one of our go-to's for reminders and updates with our clients orders. It has become a tool we use all the time for us to keep track of our constant client changes.

The downside might be the amount of templates the system has. For example, we don't use Monday.com as a traditional marketing company would, but we use it as a system that helps us stay organized with our client orders, so if we had some templates that relates more to organization then it would be even better

It has helped our company a lot because as a team we are able to see immediate updates to our client orders and changes we need to make.

I like that Monday is very versatile and allows you to create anything from a simple dashboard for your activities to a CRM for your company in just a few minutes.

Automations are sometimes a bit complex to customize or are misconfigured later

Keep track of clients and all information in one system

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.