monday CRM Reviews

I really like the task assignment function, it was also very useful to be able to organize and distribute pending tasks within my team.

Well, the truth is, I would have liked to have the ability to generate customizable reports and obtain more detailed statistics about my sales and activities.

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.

That it's part of Monday so it easier for the entire team to use it.

Since I've start using the Monday's CRM a few month ago my overall experience was very disappointing and frustrating. Since the email tracking doesn't work constantly it's not reliable, and makes me do a lot of manual work instead. E

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.

I love the easy of the integrations and automations

More in-depth training videos would be great. Other than that I haven't found anything I do not like

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.

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.

The most impactful features are the lead management, lead capturing and customer onboarding. It is so easy to use based on my own experience. When I integrated it to my business, it runs smoothly.

I like all the features but what I like least is the forms. I think it needs a little bit more options. In my case, I sometimes use it but sometimes I don't. I just prefer printed forms and personal transactions. I'm learning to utilize it though and so far, I'm liking it.

Outstanding and very great functionality and very user-friendly. Excellent user experience with a visual emphasis.

Every downside that I thought when I used this platform were addressed by the customer support immediately, so everything is good on my end.

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!

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

Easy to learn and roll-out to team. Very short learning curve. - and the phone app works very similarly to the desktop version.

multi column uploads from xls to existing Boards. Ability to setup a general email account like [email protected]

I like the ease of the software and the user experience. The look and feel makes it great to go to daily

The Product can be very in depth when I do not need something to be. But it is a great product.