About monday sales CRM
monday sales CRM empowers sales teams to manage every aspect of their sales cycle and customer data in one centralized place.
Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI.
Hard to prioritise jobs. Hard to get a sense of everything not done for one contact.
Filter reviews (377)
Monday.com is a Great Tool for Several Needs
Comments: We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.
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.
Alternatives Considered: Trello
Reasons for Switching to monday sales CRM: Price, functionality and the User Interface (UI)
It is a great tool to control our sales efforts of all kinds
Comments: It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.
Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.
There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.
It feels like a CRM but it doesn't behave like one
Comments: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.
I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.
It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.
Reasons for Switching to monday sales CRM: We loved the designs and easy ways to communicate and collaborate work together.
I love using monday Sales CRM!
Comments: Our sales reporting have become easier since we used monday.com sales crm! Our [sensitive content hidden] loved it
I like that it's user friendly and that every update can be reflected to the dashboard. We don't have to create our own reports
Data import could be improved especially bulk imports
Reasons for Switching to monday sales CRM: We can relate it to our internal monday.com work management and we can easily switch when needed
Comments: Monday allowed us to input all useful data into one software. I am so grateful for it!
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.
A great all-in-one CRM and project planning software.
Comments: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.
The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.
There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.
Reasons for Switching to monday sales CRM: Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.
User friendly CRM and Project Management Tool
Monday.com has a easy intuitive set up process that has good flexibility to modify as required.
Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing monday sales CRM: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.
Switched From: Procore
Reasons for Switching to monday sales CRM: We started Monday.com as a free trail and be the end of the month had it 75% integrated with our needs and we strayed with it.
Would recommend to manage everything
Comments: We got more efficient because we can manage priorities and tasks more easily. Sections for leads helped our team see who had to contact clients. We also used it to work on social media content together.
Really liked the task management and the lead management. Super efficient with my team, easy to use and easy to implement. Liked the lead funnel to manage my prospection.
The fact that time tracking is in a pricier version. I would like to see an access to clients for certain boards i want to show them.
Reasons for Switching to monday sales CRM: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!
Monday is great for Real Estate CRM
Comments: I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.
Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.
Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.
A successful experience for my business.
Comments: I think it's great because it has extensive documentation and support resources, which has been of great help to me to resolve any questions or problems that may arise.
It's great because it doesn't matter if it's an email conversation, a meeting or a note taken I can access everything in one window.
Well, I have experienced some failures or delays in the synchronization of emails or the import of contacts, although it is not a serious problem.
Monday.com for engineering
Comments: Quite good for managing a few dozen leads and projects. I imagine this possibly wouldn't scale very well for hundreds or thousands of contacts.
The fact that the CRM templates are just the normal monday.com workflow means that tasks integrate seamlessly across your workflow as you manage many concurrent projects.
It is sometimes difficult to get a full overview of all the tasks you are doing and how this interacts with others.
Reasons for Choosing monday sales CRM: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.
Switched From: Trello
Reasons for Switching to monday sales CRM: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.
Comments: Great system - need a tool like this to run the business day to day.
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.
Glad we found Monday.com!
Monday.com has helped us in so many ways. From tracking our to-do lists to previewing our sales. This is helping us to achieve our goals and to see our potential. Monday.com has helped us to create a salesflow where we can register every step of it and keep our team accountable. What we love the most about Monday is the automations and how easy it is to create them. Monday.com helps us to "Work smarter, not harder"
It is a software that is still expanding and growing so even though it does have as many integrations as we want we know that it will get there.
Alternatives Considered: Asana
Reasons for Choosing monday sales CRM: Monday has more tools
Switched From: Trello
Reasons for Switching to monday sales CRM: Monday.com is easier to use and has more tools.
Love how customizable Monday is!
Comments: It has been so helpful, especially as we are building our team. When it was just two of us, it worked well but now that there are three of us, it's crucial that we have it!
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.
Monday gives a full picture of our pipeline1
Comments: Love the interface and the user-friendly board. We can basically create any type of board we need to fit our vision of expansion inside our company.
The easy setup and creation of different boards for our pipeline and future lead management. Easy to use and to track. Very user friendly even for our team that is not so user friendly with this type of software
Terms are sometimes difficult to understand, like sort... not sure what it does until we play around with it and realize that we can alphabetically sort our lead board... email integration is difficult with chrome. That is why we don't use it yet.
Reasons for Switching to monday sales CRM: Easy to use and fits exactly our needs and the pricing is fair.
The solution of our company looking for
Comments: Since I joined the company in 2019, our sales team worked with the manual system like spreadsheet, etc. We often missed our client agreement due date because there is no platform to manage it with reminder or automation. With Monday.com we can manage our sales work perfectly, we can get a very useful notification of certain task, we can send a client satisfaction survey to our client easily.
The automation and integration are very helpful. I can explore more features by using Monday.com
The desktop app sometimes got crash, so I prefer using browser version
You cannot go wrong with this product!
Comments: I would highly recommend this product to start-ups or small company building their client base. The dashboards are completely customizable. You can create teams to manage clients and work within the system to communicate as well as assign tasks/follow-ups. The email feature is also a HUGE time saver and you can set reminders for yourself to ensure you stay on track. The reporting is also very easy to set up and share with your teams or clients. I have used other CRM'sin the past and this one is by FAR the easiest to set up and manage as a small business.
Getting started with Monday is easy and if you ever get stuck, you can rely on the Monday support staff to help you set up your dashboard to meet your company's needs best. I have used Monday for over 3 years and keep finding new gems to help me manage my small business. Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations is HUGE and a big time saver!
I had to think about this and honestly cannot think of anything this product is missing. At one point I was having a problem retrieving some client tasks I accidentally deleted but once I contacted customer support they helped me find where I needed to go to reinstate the files. When deleting you are asked if you are SURE you want to delete and another allows you to undo it while it is deleting. Luckily, there is another option to locate deleted records IF you miss both of these options. LOL! Support had to help me find it but it was there!
Excellent Project Management Tool!
We desperately needed an easy to use, easy to update project management tool in our App Development company. The Sales Dept. would get calls from clients asking, "how's our app coming," and they had to e-mail the Tech Dept, wait for a response and then call the Customer back. Now, the Sales Dept. can see exactly what stage of Development the client's app or website is in and tell the customer right then and there. No wasted time e-mailing or returning phone calls.
Also, the Tech Dept. can see what the Sales Dept. has in the pipeline so they can predict what's coming in. It has also helped us streamline processes for each Dept. The whole entire sales process can be mapped out with every step start to finish, with the final step being customer survey sent. You never forget to do any step any more! You can also customize your responses for each step along the way such as "Done" or "In Progress" or "Waiting For Client", etc. The customer service with monday.com is excellent. That's a big deal to me. I don't want to hunt and peck around the internet trying to find chat groups or how to contact support. When you ask a question you get a response within a short period of time. The software is pretty intuitive but there are support tools to learn tips and tricks.
Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open. I like that you can discuss clients back and forth between team members.
Right now I can't think of anything. Perhaps there are glitches or design features that more advanced users might appreciate but for our needs it works exactly as we need it to.
A tool that has made my working life easier
Monday has been a real help exactly when our team needed it. As our workload has increased meaning working collaboratively across projects has been required Monday has been an amazing tool for keeping on top of tasks, and means I am able to see when other members of the team have completed items or receive up to the minute status updates without needing to constantly check with them. This saves time, has improved communication and given an improved sense of autonomy to team members. The flexibility of the boards means it has uses across our interior design and project management business, from tracking order admin on each project to keeping track of new leads and planning marketing. I have found the customer support to be excellent and there are useful videos available to help get to grips with using it. Even less technologically advanced older team members have loved using it, setting up the status updates with quick click labels has made this so accessible and quick to update. The iphone app also means you can use on the go, for instance a nagging feeling that something has not been ordered or actioned in the middle of the night can be put to rest within seconds - without having to wait until 9am to check in with team members.
Needs someone to be technologically aware/ a bit of effort to set up the boards, however it is so easy to use once put the time in it is definitely worth the initial effort. I would say the main challenge in our business has been getting the whole team on board to a change in doing things, however even the most resistant team members have quickly got on board as soon as they have given it a chance.
Time to set up, but then very easy to use effectively.
Customization. Automations. Ease of use once we finished setting it up. Ongoing support and new features.
Can be a steep learning curve during set up.
Alternatives Considered: Copper
Reasons for Choosing monday sales CRM: Customization options and client tracking.
Switched From: Copper
Reasons for Switching to monday sales CRM: Customization and ease of use.
Comments: i love it, it is easy to use, easy to implement and run.
The ease of implementation and use thereof, you don't need to have an IT department running it.
Need to have more video tutorials explaining features etc.... although its easy to use one can quickly get confused with the amount of boards one sets up. would be great to have a consultant actually do a full demo of the system after understanding what we want to do, to ensure we using it in all its glory
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to monday sales CRM: the ease of implementation and use
A bit of patience and focus Monday.com will transform your work life!
Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.
Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page
I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.
Does the thinking for you!
Comments: We continue to love our choice to manage all of our workflows on Monday. We've reduced the times that we've said "I sent you an email about that, let me find it" to practically zero. We have "delegated" tiny reminders and handoffs to the Monday.com automations, reducing human oversight. And we love the confetti when a status changes to "done."
The frameworks the Monday.com offers for CRM, and for pretty much every other business function, are really the visual representation of best practices. Our small team finds that we are able to capture core processes easily, and just as often we learn how to really map out our action plans using the wisdom already baked in to the templates!
There's very little that our team doesn't like. One thing that we're still learning how to use is differentiating how to sort by company or by contact.
The BEST CRM for anyone that is looking for function and ease of use
Comments: BESt company. [SENSITIVE CONTENT HIDDEN] was a great sales rep! Really got us a good deal and a good trial run. They work with you, great customer service. Good company good product, Woo hoo! Found one!
I really mean it. I love every feature about this. It is totally customizable, very functional for any industry, and super easy to use. There are templates already made, but i am sure they can customize anything. You can even make your own. Integrates with your calendar!
Really no downside. I wish I could only work in the CRM and it integrated with my mortgage LOS as well.
Review of Monday
Comments: Switched from Hubspot, love this, really hated hubspot for our use cases
Visually easy to see and read, love seeing status and amount in each stage / bucket
We are having some issues with the dashboard reporting, the dates in the beta version don't allow filtering for all metrics