monday CRM Reviews: 4.6/5 — Highly Rated

Using this CRM helped my business become more organised and understanding of which bits in my company needed work.

I feel like at sme points it was hard to navigate but once you get started and start reguarly using it, it helps.

It is solving the difficuluty in us managing our clients. it was hard to really monitor it before hand but it has become so seamless now and performance has increased alot.

Monday offers all the flexibility we need for our early-stage social platform. We were able to automate the majority of our lead generation and customer acquisition tracking, making it easy for the whole team to contribute and have visibility.

Monday can be intimidating when building out automated CRMs for the first time. However, leveraging resources, templates, and guides helped mitigate early challenges.

As a creator-focused platform, Monday helps sort through leads, manage creator applications, and assign criteria that allows us to quickly filter through creators based on our acquisition and outreach goals.

The super easy usage for me and my team. There have been issues on our organization as a team but once we implemented the monday board, we are all on the same page.

I really dont have any dislikes to it. The automations are a littel overwhelming but in a good way there is just so much data we can have access to its crazy. Maybe a more in depth training on this but I have nothing bad to say!

Team Orginization for sure. We are a small team that produces a lot so it is important that we all stay on the same page at all times. It was a crucial addition to our resources.

The easiest of usability of the plattform.

The price and that you must have a minimum team of 3 persons to use it.

To have a great view of sales opportunities and the following of them.

flexible, cost effective. easy to pickup, great documentation

lacks some key automations, requires having someone to call to help you customize if you can't do it yourself. still cheaper than others though.

automation, ease of use,

Monday has had a great impact on my business, I am able to manage my clients and the status of their policies much better and collaborate with my assistant.

I don't particularly appreciate that the minimum users is 3. I only have 2 users and must pay for an additional seat.

Placement management for my insurance business.

We implemented Monday about a year ago and since then, it's been very easy to use and customize. The interface is easier to navigate and more modern than Salesforce.

Everything seems easy to use so far. I like having my own pipeline report.

keeping track of our deals and prospect

We have utilized Monday.com practically since it came out and was called Dapulse! WE LOVE IT! Monday is constantly improving, and now that they added a CRM platform, we are even more excited!! We previously used Hubspot for our CRM platform, but it is honestly costly and a bit more than what we need, so now that we can combine our PM platform with our CRM platform, it's life-changing. The automation and continuous integrations with other apps are fantastic, and Monday is always open to customer feedback and makes changes based on that feedback.

Aside from being able to send mass emails with design templates, I haven't found many downsides to Monday's CRM platform. However, I recently heard that this is being integrated soon!

It solves having everyone on one platform. It also has so many use cases on what you can track within the software between the dashboards and connected boards there are endless ways to view the information!

Customizations are so abundant, including integrations and automations; it's truly remarkable and every time I turn around, I see and think of new ways to make it even more wonderful! I almost wish I had time to JUST focus on improving our firm's Monday. There are so many ways to make it awesome. We have multiple business divisions that we like to keep separate, and Monday CRM lets us keep our CRM sorted to each division quite nicely!

This is one of those backhanded dislikes... there are SO many ways you can build and shape and integrate 3rd party apps and tools and data that it can be VERY overwhelming for a new user to try to sort out where to begin and how to put a plan in place to GRADUALLY take advantage of more capabilities inside the tool. I always feel like I wish I had more time to focus on building more great workflows and automations every time I'm in Monday. Good problem to have for sure, but it can feel overwhelming at first.

Monday CRM keeps us from losing track of leads or opportunities. It helps us see who on our team is doing what, at what stage or our client interactions. It gives our leaders the chance to see big picture insights across all divisions and within each division very nicely. It helps us keep client and prospect communication centralized. it helps us communicate with VENDORS even relative to our clients overall needs, all within the same tool. And again, the automations it allows, save us so much time and energy in project and process management efforts.

The fact that it is fully customisable and integrates with so many things.

Nothing that stands out yet. The app could be a little better at uploading.

It benefits us by tracking our sales leads through to projects.