monday CRM reviews

monday.com is amazing

Opmerkingen: Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive. Helps team members quickly analyze the tasks they need to work on, workflows are based on collaboration needs across departments. It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.

Pluspunten:

This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers. Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management. -Optimize my daily and weekly team meetings -Track the completion of the project in real time. -Collaboration and project management with people outside my company.

Minpunten:

I love the web version, but I have problems with the Android application, it is super slow, it does not finish loading the information and when it loads, it uses a lot of data. Simply put, the smartphone app is not working.

Super customizable with powerful features

Opmerkingen: Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.

Pluspunten:

I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.

Minpunten:

The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.

It feels like a CRM but it doesn't behave like one

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Nothing Really Like Monday.com

Opmerkingen: I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.

Pluspunten:

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.

Minpunten:

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!

Monday for Cybersecurity Oriented System Integrator

Opmerkingen: I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using it as Sales CRM, later i moved to another company which has two Models MSSP and Classic Integrator - so i also have integrated Monday.com here, so i have experience in two different companies - both time i was the one who did the call and choose Monday.com

Pluspunten:

Neutrino is Cybersecurity Oriented System Integrator, which works with MSSP model and also classic Integrator Model, both types of deals are easily created, managed and workflow feels very smooth. Our MSSP SOC team processes are fully integrated in Monday, everything become automatic. tasks and reaction which needed up to 8 minutes, downed to 40 seconds.

Minpunten:

So far so good, no major dislikes about product, hope one day cross boarding will be supported ( when data is shared between different boards at one time, and does not affect original data column )

A Sales CRM that is as bespoke as it can get without paying for a custom system of your own.

Opmerkingen: Overall, I love Monday. I use it every day for my business to manage clients and projects. I have enjoyed using it so much that it has become a service that I now provide to my customers.

Pluspunten:

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.

Minpunten:

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 for Small business' that are in excel or have more complicated needs

Opmerkingen: Monday pulled us out of excel and the filing cabinet. we used a cheap version of sales force for small business' but it could do less than half of what Monday had to offer

Pluspunten:

Monday is quick to adapt to the management needs in the firework industry making it a great platform that we can quickly adjust if needed.

Minpunten:

some of the reporting we pull from it require creating hidden columns to manipulate data making it something not the average user can always do.

Monday As a CRM

Opmerkingen: Monday has been a game changer for our business and allows us to control where we go with the product using our own internal team.

Pluspunten:

The softwares main feature is its adaptability to various departments and needs.

Minpunten:

There are some very basic features like being able to attach an attachment to an email that are missing.

So Convenient

Opmerkingen: Monday allowed us to input all useful data into one software. I am so grateful for it!

Pluspunten:

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.

Minpunten:

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

Very happy with Monday.com

Opmerkingen: This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!

Pluspunten:

The interface is simple and easy to use while being pleasant to interact with.

Minpunten:

The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal. It is typically resolved quite quickly.

So Close to Perfect - Lacking Operability With Advanced Deployments

Opmerkingen: Overall Monday has been good. I have been able to customize it nearly exactly how I want it. The freezing and lack of loading (mostly on mobile) is frustrating, but I mostly use Monday in the browser anyway.

Pluspunten:

I like the built-in automation and task tracking the most. It has saved time by automatically sending emails, creating new leads, and making changes based on certain conditions. Live updating dashboards are nice too when keeping track of sales or financial numbers.

Minpunten:

It can be buggy and slow, especially with complex or large boards on mobile. Additionally, the expanded view of items is customizable but not the best.

This is the professional software you have been looking for!

Opmerkingen: I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com!

Pluspunten:

I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it!

Minpunten:

The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now!

Great for organization, deadlines, and execution of projects

Opmerkingen: Terrific. Seemless, and so helpful.

Pluspunten:

CRM - we have a huge database of clients, and this has been key in our pipelines for our PR campaigns.

Minpunten:

Doing the automations takes time, and can get a bit confusing, but really helps the flow of our work.

The solution of our company looking for

Opmerkingen: 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.

Pluspunten:

The automation and integration are very helpful. I can explore more features by using Monday.com

Minpunten:

The desktop app sometimes got crash, so I prefer using browser version

An all in 1 solution for businesses

Pluspunten:

I love that we can monitor and track our team's progress, with resource management and CRM capability we are able to house all our operational, marketing and sales needs on this one platform.

Minpunten:

I feel a bit lost with all the features, for all the integrations I feel its a bit unclear how to set up certain integrations, eg: Integrating my emails to track conversations within CRM and to have a log of contact.

Amazing OS + amazing company

Opmerkingen: I genuinely love it and I am excited to see how I will continue to grow and expand my boards and automations once I have a team. I also just love Monday as a company, I follow the Instagram page and it's great to see such fresh and different content/ads/campaigns. Also love how much you have done for the Ukraine crisis. The other thing is the customer service is incredible, I could not believe it when the person emailed me back with a personal Loom video to explain my issue and try to resolve it. They are amazing and don't make me feel stupid/bad about what I'm asking. They all need a raise :)

Pluspunten:

I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.

Minpunten:

It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.

The Most Adaptable and Scalable CRM

Opmerkingen: Our overall experience has been positive from the sales team to the support team.

Pluspunten:

Low code is the way of the future and I all business software will soon be following suite.

Minpunten:

The mobile app and overall large data performance are my least favorite items currently with the software. The mobile app is buggy and often has connection issues. Large amounts of data slow down the performance of boards and this issue is a big one for our company.

An essential member of our team

Pluspunten:

Monday is easy to use and customise, and ensures we always have the right information at our fingertips.

Minpunten:

We would love to see more complex formulas be integrated into the product, allowing us to derive more meaningful insights from numerical entries.

Monday (formally known as DaPulse) is a great tool for teams, coordinators and clients alike.

Opmerkingen: Easy to integrate teams, coordinators and clients. Communication is seamless and collaboration is very easy.
Monday gives you great control over project management and lets the whole time collaborate and turn in on time. Clients can also benefit as they are in the loop and can collaborate as well.
Overall very easy to use and customer service is acceptable.

Pluspunten:

Basic package is a great value compared to other softwares. Pretty easy to use once you've mastered the learning curve. Streamlined and overall great experience on smartphones. Desktop App is great.

Minpunten:

Premium features will cost you and are packaged. For my company only the Gantt feature is something we need from the premium package, however we are forced to pay much more for features we don't need. If we could get that feature as a standalone to my basic package I would give it a 5/5. Duplicating boards is easy, however it would be great to be able to duplicate without the contents, that way we wouldn't have to delete each input manually.

Monday.com 2+ Year user

Opmerkingen: Overall positive experience. I brought it from my previous company and sold my new team on the benefits.

Pluspunten:

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

Minpunten:

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

Monday Rocks as a Sales CRM

Pluspunten:

I needed a simple way to keep track of our sales, from leads to closed or nurture. I am not a sales professional but as a small business, I had to quickly learn and implement a system to keep track of our sales process. Monday made it super simple with a template that I was able to customize for our company. Monday is a workhorse and well worth the cost if you take the time to learn it and customize it for your specific company process.

Minpunten:

The hardest part as a small business owner is taking the time to watch the tutorials and learn the capabilities. However, if you take the time, Monday will reward you in saving time once the setup and implementation are complete. The sales CRM function is a small but vital part of all the things that Monday does to keep my company running smoothly.

Solid CRM with other capabilities

Pluspunten:

I like that our team can track all of our projects and make sure that we are on time and staying on track. We can track the amount of time that a task has taken us. I also like that we can keep track of our contacts, and incoming leads and what they need from our company.

Minpunten:

Teaching our team and clients how to use the platform can be a little difficult at times. Also, there have been times where automations were slow to trigger or didn't at all for a little bit.

Outstanding CRM/PM tool for matrix organisations

Opmerkingen: Excellent
Its a great tool to make your PM and AI driven work

Pluspunten:

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

Minpunten:

1. Expensive a bit 2. Turn around time for support is 3-5 days

The BEST CRM for anyone that is looking for function and ease of use

Opmerkingen: 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!

Pluspunten:

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!

Minpunten:

Really no downside. I wish I could only work in the CRM and it integrated with my mortgage LOS as well.

Love Monday!!!

Pluspunten:

How truly customizable it is. We can make the software do almost everything for ourselves and our clients!

Minpunten:

With the recent improvements there is nothing else I wish the software did right now.