All monday sales CRM Reviews
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Alejandro
Verified reviewer
Marketing and Advertising, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
monday.com is amazing
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.
PROSThis 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.
CONSI 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.
Reason for choosing monday sales CRM
Offer more features at a lower price
Thomas
Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2022
Super customizable with powerful features
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.
PROSI 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.
CONSThe 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.
Reason for choosing monday sales CRM
Asana lacks the customizability that Monday.com has and its more narrowly focused on team collaboration. I can do so much more with Monday.com.
Reasons for switching to monday sales CRM
Monday.com does everything Pipedrive can do and a whole lot more.
Anonymous
2-10 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed April 2022
It could be great if email tracking was a reliable feature
That it's part of Monday so it easier for the entire team to use it.
CONSSince 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
Reason for choosing monday sales CRM
Since I udesd Monday (not CRM) in the past
Vendor Response
Hi there, thanks so much for taking the time to leave a review. We'll be sure to forward your feedback to all relevant teams.
Replied April 2022
Matt
Environmental Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
Nothing Really Like Monday.com
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.
PROSMonday 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.
CONSThe 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!
Reasons for switching to monday sales CRM
Hubspot was going to get too expensive, it wasn't a great interface, and we had prior experience with Monday.com.
Karlo
Information Technology and Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Monday for Cybersecurity Oriented System Integrator
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
PROSNeutrino 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.
CONSSo 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 )
Reason for choosing monday sales CRM
i have tested almost whole top 10, Monday was best - because of it's user friendly interface and easy of use. automatizations are building blocks of monday.com and they are also very easy to use
Reasons for switching to monday sales CRM
Salesforce became to big for us, scope is unreal - the bigger software gets - the slower it works, i mean to master salesforce you have to hire and train couple admins only for that task, with monday.com - it's much more easier .
Robert
Marketing and Advertising, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
A Sales CRM that is as bespoke as it can get without paying for a custom system of your own.
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.
PROSThe 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.
CONSThe 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.
Reason for choosing monday sales CRM
I chose the need for workflow and process mapping features over the need to store customer data in ways alternative products do. Being able to mould boards around my internal processes is a huge benefit to streamlining my business.
Bridger
Performing Arts, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed April 2022
Great for Small business' that are in excel or have more complicated needs
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
PROSMonday is quick to adapt to the management needs in the firework industry making it a great platform that we can quickly adjust if needed.
CONSsome of the reporting we pull from it require creating hidden columns to manipulate data making it something not the average user can always do.
Reasons for switching to monday sales CRM
Value for the cost. as well as a simpler product to train and use
Jacques
Marketing and Advertising, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed April 2022
Monday As a CRM
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.
PROSThe softwares main feature is its adaptability to various departments and needs.
CONSThere are some very basic features like being able to attach an attachment to an email that are missing.
Reason for choosing monday sales CRM
Pricing was the driving force, then being able to do our own implementation.
Reasons for switching to monday sales CRM
We needed more functionality out of the platform.
Christina
Verified reviewer
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
So Convenient
Monday allowed us to input all useful data into one software. I am so grateful for it!
PROSThis 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.
CONSMonday was a game changer for me, it really brought us into the world if efficiency.
Reasons for switching to monday sales CRM
Excel did not allow for the reporting we needed, it was tedious and vague.
Robin
Verified reviewer
Staffing and Recruiting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed April 2022
Very happy with Monday.com
This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!
PROSThe interface is simple and easy to use while being pleasant to interact with.
CONSThe 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.
Reason for choosing monday sales CRM
Familiarity, cost, aesthetics of the interface
Luke
Media Production, 1 employee
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
So Close to Perfect - Lacking Operability With Advanced Deployments
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.
PROSI 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.
CONSIt 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.
Reason for choosing monday sales CRM
It was the best combination of task management, database and calculation, and automation that I could find for the price
Reasons for switching to monday sales CRM
I wanted a database-style system
Andrew
E-Learning, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed April 2022
Review
We’ve tried lots of different tools to try and manage our work; Monday.com is the only one that we have stuck with for more than a year. Great fit for us!
PROSAbility to customize/design the tool to fit our workflow and sales process
CONSTook a long time to get it working the way we needed it to. Still playing with the right integrations / automations to make our workflow / project management less administratively heavy
Reason for choosing monday sales CRM
Same as above
Reasons for switching to monday sales CRM
Great balance between usability, clean interface, and the ability to customize the fictionally / structure in a way that works for us without having to hire a team of consultants to do the setup for us
Jennifer
Entertainment, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
Great for organization, deadlines, and execution of projects
Terrific. Seemless, and so helpful.
PROSCRM - we have a huge database of clients, and this has been key in our pipelines for our PR campaigns.
CONSDoing the automations takes time, and can get a bit confusing, but really helps the flow of our work.
Reason for choosing monday sales CRM
The interface.
Reasons for switching to monday sales CRM
We didn't have enough organization and automation.
Coralie
Design, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Amazing OS + amazing company
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 :)
PROSI 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.
CONSIt 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.
Reason for choosing monday sales CRM
I went with Monday because I love being able to do (almost) everything, on one platform. Form lead management to project management and internal work, it keeps everything under one organised and coordinated roof. I also chose Monday because I knew that I would be able to easily add team members to it once I decide to hire. I have confidence that the company will keep on growing and are always coming up with new and better additions to the software.
Reasons for switching to monday sales CRM
Dubsado was just not great to use, too complicated. Also Dubsado is better if you are using it alone and it doesn't have the capability to have a "team" of people on the same account. Also Dubsado doesn't do everything that Monday does.
Sean
Construction, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
The Most Adaptable and Scalable CRM
Our overall experience has been positive from the sales team to the support team.
PROSLow code is the way of the future and I all business software will soon be following suite.
CONSThe 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.
Reason for choosing monday sales CRM
Low code customization features.
Reasons for switching to monday sales CRM
The ability to code our own customizations.
Tom
Management Consulting, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed April 2022
An essential member of our team
Monday is easy to use and customise, and ensures we always have the right information at our fingertips.
CONSWe would love to see more complex formulas be integrated into the product, allowing us to derive more meaningful insights from numerical entries.
Bret
Verified reviewer
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2018
Monday (formally known as DaPulse) is a great tool for teams, coordinators and clients alike.
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.
PROSBasic 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.
CONSPremium 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.
Dennis
Defense & Space, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2022
Monday.com 2+ Year user
Overall positive experience. I brought it from my previous company and sold my new team on the benefits.
PROSEasy to learn and roll-out to team. Very short learning curve. - and the phone app works very similarly to the desktop version.
CONSmulti column uploads from xls to existing Boards. Ability to setup a general email account like Sales@YOURCOMPANY.com
Reason for choosing monday sales CRM
Cost & simplicity
Emerald
Executive Office, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Monday Rocks as a Sales CRM
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.
CONSThe 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.
William
Marketing and Advertising, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2022
Solid CRM with other capabilities
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.
CONSTeaching 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.
Poppy
Verified reviewer
Hospitality, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2021
Project management tool.
It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers. In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers. The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements. it automates the repetitive work within seconds and helps you to stay focused on what matters and avoids human error. It helps you to keep track of consumers at all stages of the sales process.
PROSIt helps teams carry out projects that deliver consequences on time no matter they are at the home, office, or on the go. It is easy to use and flexible. It can customize workflows and has robust productivity attributes including dependencies, time tracking, timeline views, automated notifications, and integrations. With Monday.com, you can obtain faster and better results for each project milestone.
CONSIt lacks CDN/bandwidth. When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying. Also, the scroll feature is dramatic at some times. Moreover, when spreadsheets are imported, hyperlinks do not always carry over. The "subtasks" lack some features and are a little cumbersome. The interface slows down when boards become larger. It has some limitations in bulk imports and importing from excel.
Hannah
Law Practice, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2019
Life Changer
Our law firm did not have a functional CRM, and it was a complete nightmare. I tried everything from Google Sheets, to OneNote, to HubSpot, and none of them worked. They weren't customizable, the customer service wasn't helpful, and they all utilize a one size fits all approach. Monday.com has played a true part in growing our business, as we're less focused on scrambling to ensure we haven't let anything slip past us in terms of follow ups with clients, project management, billing tracking, document storage, and more. This program works great for trying to keep track of multiple clients and follow up, keeping everyone on the same page, and enabling your contact storage and document storage all in one place. This program has sincerely saved MY life, and my colleagues talk about how thankful they are for this as well, after working at multiple large companies and never finding a program that works as well as this. Thank goodness for Monday.com!
PROSThis software has changed the way our healthcare practice runs. Nothing falls through the cracks, we have a place to store documents, and it's easy to use. This program is fantastic.
CONSThe only thing I'm not crazy about is the mobile application. I still have it, and use it, but I wish it was a bit easier to use.
Anonymous
51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
The BEST CRM for anyone that is looking for function and ease of use
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!
PROSI 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!
CONSReally no downside. I wish I could only work in the CRM and it integrated with my mortgage LOS as well.
Dafne
Management Consulting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Love Monday!!!
How truly customizable it is. We can make the software do almost everything for ourselves and our clients!
CONSWith the recent improvements there is nothing else I wish the software did right now.
Carl
Management Consulting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Review of Monday
Switched from Hubspot, love this, really hated hubspot for our use cases
PROSVisually easy to see and read, love seeing status and amount in each stage / bucket
CONSWe are having some issues with the dashboard reporting, the dates in the beta version don't allow filtering for all metrics
Reasons for switching to monday sales CRM
Terrible to have the visibility i needed