monday CRM Pricing Overview

Monday helps me stay organised and is highly customisable. It was really easy to get started with and I now use it every day. It's also smoothly integrated into several other services that we use.

There are a few different pricing levels, and I feel that some features they hold back on the lower tiers should be available to all paying users.

It helps us keep track of potential clients, existing clients, project progress, invoicing status and project completion.

I left behind all my operative work to pass to the next level: automatations. For all my team, things go easy, we have total control of our operations.

We need a native connection with WhatsApp or telegram ... o

Things go from manually to automated, this has a great value for our business beacuse we have data in real time of our operation.

The best features are the customizable features and the mobile app integration.

It would be nice if the follow up alerts had customizable options/dates instead of pre-set options.

Monday provides a solution for us to manage our listings, leads, and database.

Integratability and Interface are awesome

Price compared to other options, certain features gated in enterprise edition

Keeping track of our holistic opportunities

The ability to customize this program is AWESOME! We use it to track new business, and also for renewal business. It make things so much easier to operate the agency. My staff can see exacly where we are with an account, and once its written or not, we now know. Nobody is left in the dark. We put contact info, policy type, carrier name, premium amount, etc. I belive that we have been using it for 4-5 years now. It is just so easy to use compared top any other program that we have ever tried. I would be lost without it!

Price is the only thing I can think of. While it is worth it, it would be nice to have some loyalty credit given, or something of that nature.

NOT APPLICABLE

I had the opportunity to dive into the world of project management with Monday, and I must say it has been a transformative experience. As someone who juggles multiple tasks and projects simultaneously, finding reliable and intuitive project management software was crucial for optimizing my workflow. Monday not only met but exceeded my expectations in several key areas. User-Friendly Interface: One of the standout features of Monday is its user-friendly interface. Navigating through the platform is a breeze, and the intuitive design makes it easy for team members to quickly grasp the system. The customizable dashboards allow for a personalized view of tasks and projects, creating a seamless and efficient user experience. Versatile Project Tracking: Monday offers a robust set of tools for project tracking. The ability to create custom workflows, set priorities, and assign tasks has significantly enhanced our team's collaboration and coordination. The visual timeline view provides a clear overview of project timelines, helping to identify potential bottlenecks and ensuring that deadlines are met. Effective Communication: Communication is key in any collaborative environment, and Monday understands this well. The platform provides a centralized space for team members to communicate, share updates, and attach files directly to tasks. The real-time collaboration features have streamlined our communication processes, reducing the need for endless email threads and improving overall transparency. Integration Capabilities: Monday's integration capabilities are a game-changer. The software seamlessly integrates with popular third-party tools, such as Google Workspace, Slack, and Zoom. This integration has eliminated the need to switch between multiple platforms, saving us valuable time and ensuring that all our project data is in one centralized location. Customization and Flexibility: One size does not fit all, and Monday understands that. The platform's high level of customization allows us to tailor our workflows to suit the specific needs of our projects. From custom fields to automations, Monday provides the flexibility required to adapt to the dynamic nature of our work. Customer Support: Should any questions or issues arise, Monday's customer support team is readily available and responsive. Their helpful documentation and tutorials make onboarding a breeze, ensuring that our team can quickly harness the full power of the platform. In conclusion, Monday has proven to be a powerful ally in our quest for efficient project management. Its user-friendly interface, versatile project tracking, effective communication tools, integration capabilities, customization options, and excellent customer support make it a standout choice for teams looking to boost productivity and collaboration. Monday has truly transformed the way we work, and I wholeheartedly recommend it to anyone seeking a comprehensive project management solution.

Costly Pricing Tiers: While Monday offers a variety of plans to cater to different needs, the pricing can be on the higher side, particularly for smaller teams or startups with limited budgets. As our team expanded, so did our subscription costs, making it a less cost-effective option for organizations in the early stages of growth. Limited Reporting and Analytics: For users who heavily rely on in-depth reporting and analytics, Monday may fall short of expectations. While it provides some basic reporting features, the platform lacks the robust analytics capabilities offered by some of its competitors. This limitation can be a drawback for teams that require more advanced insights into project performance. Overwhelming Customization:

Monday Sales CRM addresses several key challenges commonly faced by sales teams, offering solutions that have tangible benefits for businesses. Here are some common problems that it helps solve, along with the corresponding benefits: Disorganized Data: Problem: Managing sales data across various spreadsheets, emails, and documents can lead to disorganization and inefficiency. Solution: Monday Sales CRM provides a centralized hub for all sales-related information, ensuring that contacts, deals, and communication history are easily accessible and well-organized. Lack of Collaboration: Problem: Collaboration issues arise when sales teams struggle to share information and updates in real time. Solution: Monday promotes collaboration by offering a platform where team members can communicate, share updates, and collaborate seamlessly within the CRM. This fosters a more cohesive and informed sales team. Inefficient Workflows: Problem: Manual and time-consuming processes can slow down sales workflows and hinder productivity. Solution: Monday automates routine tasks, streamlining workflows and saving time. Customizable workflows ensure that the CRM adapts to the specific needs and processes of your sales team, enhancing efficiency. Poor Pipeline Visibility: Problem: Without a clear view of the sales pipeline, it's challenging to track deals, identify bottlenecks, and forecast accurately. Solution: Monday provides a visual representation of the sales pipeline, making it easy to track the progress of deals at every stage. This visibility enables better decision-making and forecasting for sales managers. Communication Gaps: Problem: Important communication and interactions with leads or clients can be missed or lost in the shuffle. Solution: The CRM ensures that all communication is logged and easily accessible within the platform. This eliminates the risk of missing crucial information, leading to more effective communication with clients and prospects. Limited Insights and Analytics: Problem: Without robust reporting and analytics, it's challenging to gain actionable insights into sales performance. Solution: Monday provides reporting tools that offer insights into key sales metrics. Analyzing this data helps sales teams identify trends, assess performance, and make data-driven decisions to improve overall effectiveness. Adapting to Customer Needs: Problem: Sales teams may struggle to adapt to changing customer needs and preferences. Solution: Monday's flexibility and customization options allow sales teams to tailor their CRM to specific customer engagement strategies. This adaptability ensures that the CRM aligns with evolving customer demands. Difficulty in Onboarding: Problem: Training new team members on complex sales tools can be time-consuming and challenging. Solution: Monday offers a user-friendly interface and provides onboarding resources, reducing the learning curve for new team members and accelerating their integration into the sales processes. In summary, Monday Sales CRM addresses common challenges in sales, offering solutions that enhance organization, collaboration, efficiency, visibility, communication, analytics, adaptability, and onboarding. These benefits contribute to a more streamlined and effective sales process, ultimately improving the overall performance of the sales team.

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 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.