monday CRM Reviews: 4.6/5 — Highly Rated

from exchanging messages, not having to use emails. possibility to customize.

I have a feeling of confusion when viewing the lines

management, control, analysis and metrics

Color coding is helpful to keep things organized by project.

We had issues with the gnatt chart feature.

I like live tracking, shared to-do list so the team can work together.

Its nice to have a crm built into the this project management software. I like knowing when emails have been read and that deals can be created within the platform. everything in one place

hard to set up seems complicated and emails sometimes don't come through. The leads that are supposed to pull over from our inbox sometimes don't get transferred over and I have to manually insert them.

It's helping us keep track of the clients we serve and the potential clients we may be able to serve in the future by encouraging follow ups. It also helps the team see all of the correspondence between leads see everything that has been discussed without having to forward emails.

The variety of boards that can be created was beneficial. The templates that are offered can be customized to your needs. Being able to link team members together or assign them specific tasks was great for delegating tasks

Automation functions were rudimentary at best. Gnatt charts had to be created manually. When trying to create your own template and automate a timeline, it never really worked and created A LOT of manual editing

We needed PM software and a CRM management tool. We were able to keep track of the account progress and easily transfer accounts between different stages.

Customer support is great. Super helpful and available.

Not as user friendly and robust as our current crm program.

Organization and customer database management.

The CRM is intuitive and user-friendly. I especially like the labels monday.com lets us create to categorize our different types of deals and deal stages so we can sort between opportunities and pull relevant reports into excel.

Automations are glitchy -- one day they will be on and working great and then will turn off, which messes up our board organization and deal velocity tracking. Boards are also slow to load, sometimes taking minutes to pull up the necessary information. Dashboard widgets are not optimized for reporting on our pipeline. For widgets that we do use, they are not as customizable as we need to create logical visuals/reports. In terms of customer support, following implementation, we have received limited help when asking questions about how to optimize our CRM.

Creation and tracking of deal opportunities so team members across our organization can see our pipeline. Organizing opportunities by stage and posting relevant updates so we can allocate resources effectively.

I found Monday CRM intuitive and easy to use, especially compared to competitors.

I purchased the Pro software, which apparently includes "Guest access". I spent three weeks getting everything set up with 15 sub boards. I shared the sub board with my client and they couldn't see anything. Because the sub-board is mirroring columns from the main board, it is consider an "Enterprise only" feature. However, this is not stated anywhere on the pricing/features page.

Monday CRM saves me time via automations.

Alterations are very easy to make and overall it's very easy to handle. It's great to use as a replacement for Trello and makes it easier to manage projects or your team in general.

As a CRM software it's basically not useable because it by far not flexible enough. It cant compete with even the very basics of requirements to a CRM-Software.

Kan-Ban Solution CRM-Software Project-Management Organizing the supply chain Keeping track of our product and parts stock.