monday CRM Reviews & Product Details

With monday.com my team could manage all our projects easily. The simple way that you can create tables and columns give infinite possibilities to manage things.

Maybe can improve the way you access historical data or roll back some mistakes.

The main problem was the need to create a CRM platform that really fit in our kind of business, and the tool excelled in that.

I like the way it can be personalized, the way you can integrate and connect between departments, the tools you can use to have Monday.com tailor-made to your needs, it'll definitely will exceed your expectations.

One of the things I've been dealing with is the fact, that the CRM won't handle huge amounts of data on a single board, though you can have a unique board for that and it will run smoothly

Data integration, whenever you need to have all the information on a single site, our team is much more productive since we use Monday.com, they can have tasks assigned and done and as soon as they're done, it sends a confirmation to the next person-related.

I've used Monday with a large company and it was great for visibility, especially when it comes to contacts and management CRM. Everyone has insights into who owns what easily. When I started my own business I decided to continue using Monday to manage my daily tasks as the day to day owner, but also to help manage all of my contacts. This means clients, vendors, prospects, advocates. I like that I can keep all of their details, set reminders for when I want to contact them and keep a running log of any information shared. The email rules / set ups are also helpful in helping to automate communications. The interface makes it easy to know that it has been done, and what I really love about it, it is the same tool I use to manage all tasks, so I don't have to log in to a sepearate CRM, and other members of the company can also see CRM information where in the past they may not.

I don't have any complaints at this time!

A great CRM tool combined with the task manager of day-to-day operations. This is beneficial because I don't need to have separate log-ins and it gives visibility to all members of the organization - in past roles other teams did not have views into the CRM tool that was used, which was not very cross-functional.

One thing that I love about Monday is that I can make all the dashboards on my own and that the support centre is helpful and efficient.

I wish that Monday have in the Dashboard Panel a Pipeline like most of the CRMs in the Internet

Before Monday I don't have real control over the sales, so with the CRM I achieve that control.

Monday can integrate emails sent from outside of the platform to keep conversations with clients up to date, and track touchpoints. It is the best solution I have used.

If you are in a business that needs to schedule people, there is not a good integration to schedule time blocks for appointments or visits. You can list a start time, but not an end time, requiring manual maintenance of a separate calendar.

Primarily, it streamlines the client touchpoint management. This allows us to be more responsive to clients and manage interactions with our customers easily, improving our internal efficiency.

It is easy to use and I like the charts that update giving relevant information on current business opportunities.

sometimes automations are hard for me, but i give it a try

It saves me a lot of time by making my reports and being able to put all the details of the follow-ups in one place. Iam more productive

Internal communication made easy and simple

Would like to have more tutorial videos on tips and tricks

Customer management and team management

The integrations of each board all synced together.

I don't like that I can't see the emails and activities integration on mobile. Especially if I want employees in the field to see and correspond using that integration.

The crm is helping me keep things organized and linked in multiple places no matter which board I'm in.

What I like the most is the automation that Monday have.

I have a concern about the limitation of the layers of subitems. I wish It has more.

Monday CRM is building and empowering our organization beyond our imagination causes now we can manage more easily and see all the results at a glance.

How it keeps everything in tact and makes management very helpful. Keeps track of all the sales progress and ROI for our company

Management approval status. The tasks can be daunting and make you feel like you have more to do than you really do

All sales and management related issues