monday sales CRM Reviews

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'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.

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

Our office needed a virtual management software for processes that we're even created yet. The ease of transformations in Monday make changing processes and items simple - often times, just click and drag! It makes creating and then re-working things straight forward.

The only complaints I have are that the automations aren't always reliable and when they don't work you don't really know it.

This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information.

I would highly recommend this product.

It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.

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

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.

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!

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!

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.

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 is how my brain operates. It allows me to create processes, improve the efficiency of workflows, improve communication, and simplify what needs to be simplified in order for our small team to make a big impact.
I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.

On large boards, we begin seeing glitches, like time tracking not immediately working properly. This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot going on. This is not enough to sway me away from monday. It's definitely outweighed by the Pros.

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

What I like the most about the software is that is user-friendly and there are a lot of resources to actually understand how to use it. The same system can be helpful in so many different ways, it is AWESOME!

My least favorite thing about is the last updates that it had. I don't feel the new layout is a good fit for me, it could be nice that we had the option to use the previous version. Besides that, I dont like that we are not able to tag ourselves when we write updates.