monday CRM Reviews

The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.

While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.

This software can be utilized in almost any facet imaginable. Want an interactive spreadsheet? Got it. Need to communicate with employees? Go ahead. Do you need the ability to upload and share vital documents, or maybe send sales or performance reports? Check! And it is self explanatory, no need for hours of toiling to get these things accomplished.

Monday was a game changer for me, it really brought us into the world if efficiency.

Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great.

the application can be slow sometimes, having multiple boards open at the same time would be key

Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.

The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!

We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place.

The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not logging. After spending nearly 7 months working with the customer service team and getting no where, we gave up. Unfortunately we can't count on this essential piece and unless they sort out the problems, it may be cause to look for other CRM software in the future as our business continues to grow. Another problem is the software will often freeze or not load. The only solution we've found is to wait till later to try again or sometimes opening a new browser will help. This has caused few major problems but a lot of headaches! The integration with MailChimp is currently pretty pointless for our needs. I wish they gave you other options for what you can do with that integration or let you customize the scenarios.

The greatest thing about Monday is that I can map out any process within my business. This has allowed me to delegate tasks out to others but also helps me to keep track of projects and the different stages each one is at.

Monday.com has so many templates to choose from but when it comes to creating your own, it is super easy to do. I prefer to make my own or change existing templates to fit the ways in which we work as a business.

The problem with off-the-shelf software is that every business is different. The problem with creating your own system is that it is very expensive. Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.

The main downside that I see with Monday compared to other CRM systems is viewing client data and storing customers.

Clients/customers are essentially just items on a board, just like every item on any board you create. This means there isn't a client overview or summary page that you can view easily and cleanly that summarises a client and all the data you have about them.

Great database for storing, easy to customize. Can be a CRM, Sales, and Client Support/Relationship Management offering all in one. Love the ability to differentiate workspaces and segregate users from seeing each certain data.

Sometimes it is buggy or slow to load and sometimes when you need to jam something in the system timing is important and could be frustrating.

I would like more out of the box sales forecasting, lead gen/tracking tools. Hubspot was strong at this.

It's easy to use and it actually works for us! There are so many products that have maybe one or two features we need but it wasn't until Monday that we could get everything we need in one place.

Honestly, it's just that it can get a little overwhelming because there are SO many things you can do. I want to spend so much more time customizing and optimizing it but I feel like that venture will never end.

Great software overall, with an intuitive UI and a great level of customization. The automated emails seemed to be a very useful feature, but I didn't get to use them fully. Customer support is really good. Unfortunately, I had to change to HubSpot because my team was used to this one and was complaining about making them change it. Had to listen to them this time.

Nothing to dislike really. I want to give it a second chance, for another project that will come up in the next 2 months, with a new team.

We used mainly project tracking for customer success projects in our roles in the sales team. The dashboard was strong. It could get enormous, but that could be our build. Not the most visually stimulating but definitely got the job done.

Could get a good very crowded on the board - but that could be our build.

Excellent product, easy to use, very good!

Could improve some bugs, it would be great

Monday.com is a very easy to use platform with prebuilt templates to help get you started. Once you have your basics sorted, the opportunities to create greater efficiencies in your business are endless.

Email formatting is still on the to do list for improvement with limited options. There are work arounds but looking forward to the editing tools in email being expanded.

I researched similar products and chose to implement Monday.com for three main reasons: First, it offers a wide range of templates which provide useful starting points for my minor customizations. Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these. At a glance, the colors show me where my project is at any given time!

I've only really scratched the surface of the full power of Monday.com. I'm able to start using it for Customer Resource Management and I'm looking forward to seeing how it performs with sales pipelines and forecasting. In short, everything I've used to support my business workflow has been right on target!

This CRM is a great combination of project management and sales workspace. Highly intuitive and easy to read layouts and project timeline reminders make my days easier!!

Import mapping has given me some trouble. I wish there were visual notifications on the boards when customers respond to campaigns.

Everything from the customer support to the ability to build API makes Monday.com my go to platform for project management and CRM as well as communication management. My co-workers laugh at how often I reference the things I track in Monday.

Conditional logic in the Form view would be helpful rather than having to use a third party app

monday.com helps our team ensure that nothing falls through the cracks in our business, we use it for forecasting, resource management, project management, account management and more. Our team is on the platform every day using it to run all aspects of our business, and I don't know what we'd do without monday.com!

There are certain forms and dashboards we use that we haven't yet converted to monday.com. Mostly this is an issue of bandwidth for our team... but I'd love to see monday.com share a list of 3rd party consultants they recommend to help support a complete transition to the platform.

This is a quick and easy CRM to setup and use.
As you get familiar with it and find additional things you want to do with Monday.com, you can add or change the way it works to suit you.

As with all good Software, people who use it want to use it for other things.
I would like to do my quotes in Monday.com but of course it is not a quoting tool.