monday CRM

4.7 (398)
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Customer relationship management solution

Overall rating

4.7 /5
(398)
Value for Money
4.5/5
Features
4.5/5
Ease of Use
4.7/5
Customer Support
4.6/5

98%
recommended this app
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398 Reviews for UK Users

Kory
Kory
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Monday.com is a Great Tool for Several Needs

Reviewed on 21/02/2020

We are using Monday.com for our internal strategy work. We use Basecamp for project management for...

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.

Pros

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.

Cons

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 CRM

Price, functionality and the User Interface (UI)
Christina
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

So Convenient

Reviewed on 03/12/2021

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

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

Pros

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.

Cons

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

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

It could be great if email tracking was a reliable feature

Reviewed on 20/04/2022

Pros

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

Cons

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

Alternatives Considered

HubSpot CRM

Reasons for Switching to monday CRM

Since I udesd Monday (not CRM) in the past

Response from monday.com

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.

Matt
Overall rating
  • Industry: Environmental Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Nothing Really Like Monday.com

Reviewed on 27/04/2022

I have used Monday with two startups and one enterprise role now and it's basically our business or...

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.

Pros

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.

Cons

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!

Alternatives Considered

HubSpot CRM

Reasons for Choosing monday CRM

Hubspot was going to get too expensive, it wasn't a great interface, and we had prior experience with Monday.com.

Switched From

HubSpot CRM
Stephanie
Overall rating
  • Industry: Leisure, Travel & Tourism
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

User friendly, great for task management and viewing large quantities of data

Reviewed on 27/04/2022

Pros

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.

Cons

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.

Robert
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 19/04/2022

Overall, I love Monday. I use it every day for my business to manage clients and projects. I have...

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.

Pros

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.

Cons

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.

Alternatives Considered

Asana and HubSpot CRM

Reasons for Switching to monday 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.
Gennaro
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Monday.com Review

Reviewed on 19/04/2022

Great system - need a tool like this to run the business day to day.

Great system - need a tool like this to run the business day to day.

Pros

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.

Cons

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.

Caitlin
Overall rating
  • Industry: Leisure, Travel & Tourism
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Helpful for making sure potential customers don't fall in the cracks

Reviewed on 05/01/2021

Helpful for keeping track of customers at all stages of a sale; helpful for tracking follow up...

Helpful for keeping track of customers at all stages of a sale; helpful for tracking follow up emails so that I can maintain engagement with customers even after their purchase. Easy to use, visually pleasing, and with tons of customization tools that I haven't yet fully explored so I'd recommend checking out tutorials or watching demos in order to get the most out of it.

Pros

I use Monday to keep track of potential and current customers at all stages of the sales process. Sometimes someone emails me with a query and I respond but I don't hear back from them. By putting the customer's information in Monday I can make a note to check in with them again later; I can keep track of how many times I've followed up with them, and it's resulted in quite a few people becoming customers who might have otherwise fallen through the cracks between I am busy and have a lot on my mind. It's also helped me identify quite a few people who never saw my correspondence because my emails got filtered as spam, which was super helpful and resulted in sales when, without this tool, I might have assumed the person simply wasn't interested in what I'm selling. I've also used this tool once someone becomes a customer to track my correspondence with them throughout the process and to make sure I follow up with them afterwards. Finally, it features a ton of integrations with other apps.

Cons

I think there is a lot this tool has to offer that I haven't yet fully explored. When I play around with it I've discovered great templates and features but sometimes I just don't have the time to explore all those options. Though the format is not very daunting I would definitely recommend taking the time to sign up for some online trainings or demos, or to use the tutorials they have that show different ways this tool can be customized.

Alternatives Considered

Trello

Reasons for Switching to monday CRM

I like both but I think Monday offered more flexibility in making this tool work for our particular business and also integrated well with some other apps that we use like Slack.
Thomas
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Super customizable with powerful features

Reviewed on 27/04/2022

Overall, the flexibility to customize the tool for whatever you need to track is very good. The...

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.

Pros

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.

Cons

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.

Alternatives Considered

Asana

Reasons for Choosing monday CRM

Monday.com does everything Pipedrive can do and a whole lot more.

Switched From

Pipedrive

Reasons for Switching to monday 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.
Karlo
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Monday for Cybersecurity Oriented System Integrator

Reviewed on 26/04/2022

I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using...

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

Pros

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.

Cons

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 )

Nick
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Monday, the best tool you don't know about.

Reviewed on 19/04/2022

The power of this tools has allowed us to scale by keeping our growing team all moving in the same...

The power of this tools has allowed us to scale by keeping our growing team all moving in the same direction. We have taken Traction's Level 10 and build a version of their meeting format for our company. We then built a Now -3, Next-5, Later board for our project clients.

Pros

The automation and how we can take items from other boards and fit them all onto one board. Then when you or the client updates information it syncs across the boards. We use this for our Level 10 meetings and NNL to keep the team all moving in the same direction.

Cons

Cannot single out a row, we can only single out a column. Cannot do a lookup function i.e. go find this word and pull the data from this row.

Kaylee
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love how customizable Monday is!

Reviewed on 19/04/2022

It has been so helpful, especially as we are building our team. When it was just two of us, it...

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!

Pros

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.

Cons

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.

Venita
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

You cannot go wrong with this product!

Reviewed on 10/04/2023

I would highly recommend this product to start-ups or small company building their client base. ...

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.

Pros

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!

Cons

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!

Bryan
Overall rating
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Great CRM software

Reviewed on 25/09/2023

Great one, I like this better, better cost, easier for the things we wanted we don't miss the...

Great one, I like this better, better cost, easier for the things we wanted we don't miss the things that it doesn't do.

Pros

Coming from Salesforce this is as big step in the right direction. East to learn, use and navigate.

Cons

Learning something new is always difficult, but with time patience and a few online tutorials its not that bad once you get the hang of it.

Jennifer
Overall rating
  • Industry: Biotechnology
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

We used limited functionality in our roles but found the product strong

Reviewed on 28/04/2023

Strong - good product and easy to use

Strong - good product and easy to use

Pros

We used mainly project tracking for customer success projects in our roles in the sales team. The dashboard was strong. It could get enormous, but that could be our build. Not the most visually stimulating but definitely got the job done.

Cons

Could get a good very crowded on the board - but that could be our build.

Verified Reviewer
Overall rating
  • Industry: Facilities Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Bom

Reviewed on 05/02/2023

Pros

Excellent product, easy to use, very good!

Cons

Could improve some bugs, it would be great

Keri
Keri
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Monday.Com simplifies our business and streamlines our communication.

Reviewed on 19/04/2022

Monday.com is my love language. It is soothing to my brain to create boards and processes in the...

Monday.com is my love language. It is soothing to my brain to create boards and processes in the system that I know are going to improve efficiency, communication, and customer experience.

Pros

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.

Cons

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.

Emilie
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Does the thinking for you!

Reviewed on 25/04/2022

We continue to love our choice to manage all of our workflows on Monday. We've reduced the times...

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."

Pros

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!

Cons

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.

Valor
Valor
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 3.0 /10

Great Tools But It's Not The Easiest to Adapt to.

Reviewed on 07/01/2022

Very colorful and my first PM & light CRM (Sales.force being first CRM). Got really excited as it's...

Very colorful and my first PM & light CRM (Sales.force being first CRM). Got really excited as it's got more beautiful ui/ux than sales force BUT it is a very steep learning curve to deploy to users & clients. Took me a while to research and I still can't fully harness Monday for my own use. (I have a tech support background and can barely figure it out. So good luck.) You really need a dedicated Project manager & tech person to train your staff and build out your boards. I've moved on to another PM SaaS that's way easier to use (immediately deployable to myself and all my clients who are technically challenged) does all the light CRM/Content Creation/Event management/Project Management/Workflow/Goals/Todo list.

Pros

It's one of the more robust project management tool, I've worked with so far. Monday's Paid Plan really has everything you need, and MORE than you'll ever need if you run a small company or a personal project. Very color and very fun.

Cons

The freemium plan is very bare and quickly becomes "working to manage work" rather than making worth and collaboration easier. The pricing model for small business can quickly become burden-some and unsustainable. (What if I want all my staff on there with their login, but some people will only use 1 or 2 times a week based on their role? Nope Full pricing per staff.) So it only works for more office based businesses rather than a more dynamic mixed roles of companies. So as a consulting agency, I can't use deploy it on all my clients and I rather just move away instead of using multitute of same function tools and go through learning curves over and over again.

Jarrod
Overall rating
  • Industry: Internet
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Must have for tracking Sales Pipeline and Maintenance Plans

Reviewed on 27/04/2022

When my business started experiencing exponential growth, I felt a bit panicked and vulnerable...

When my business started experiencing exponential growth, I felt a bit panicked and vulnerable because I was suddenly inundated with qualified leads that needed proposals turned around quickly. I had heard about Monday.com from some folks who operate businesses similar to mine, (I own and operate a web services firm. We provide website design, development, hosting architecture and maintenance.) When I started reviewing Monday.com the main thing that attracted me was the ease and speed of deployment. After watching a few videos and following the documentation, I was quickly able to create a Sales CRM Pipeline, a Client Requests Board for monitoring the progress of client requests, a Maintenance & Updates workflow board to monitor ongoing website maintenance, as well as project management workflow boards that can be dedicated to each individual website design and development project that is underway.

Pros

I really like how I can segregate leads within my sales pipeline by lead source. It is important to me to be able to know which lead and referral sources are helping grow my business and which are not. As well, we provide maintenance service and we are able to use a workflow board that helps us keep track of which clients have or have not received maintenance each week or month, depending on the SLA.

Cons

The only thing that I would change would be to have a dedicated integration with Gravity Forms so that I can easily map form fields from my website forms to my sales pipeline. The is a Zapier connection, but it doesn't allow for field mapping, only pushing in complete information for a submission.

Kim
Overall rating
  • Industry: Civic & Social Organization
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

My Best Friend

Reviewed on 25/04/2022

I absolutely love this software and couldn't do my job without it. It has become my best friend! ...

I absolutely love this software and couldn't do my job without it. It has become my best friend! It remembers hundreds, probably now thousands, of little details that I would never keep in my head but are now right there at my fingertips whenever I need them. I also love that it is easy to get new team members up to speed on it because it is easy to learn to use. Thank you so much for all the great work you've done to create this product!!

Pros

I loved that the set up was relatively easy and quite intuitive once I got the hang of it.I really appreciate that I was able to set it all up just how I need it, and to best suit our purpose. I'm doing outreach to hundreds of people in a critical aspect of our work and Monday serves me so well. I can so easily see what needs to be done, what is next and how well we are doing with individual aspects of the outreach. Also, it makes everything so transparent. My team can go in and see quickly and easily where we are on everything.

Cons

I don't feel like anything is missing. The automations were a bit tricky to get used to. I also find that I don't respond to the date reminders but that is my problem, not the software's!

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 25/09/2020

BESt company. [SENSITIVE CONTENT HIDDEN] was a great sales rep! Really got us a good deal and a...

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!

Pros

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!

Cons

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

Matthew
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Keeping on sales team on track!

Reviewed on 20/04/2022

Monday.com allows us to create accurate sales forecasts, track leads and client communications as...

Monday.com allows us to create accurate sales forecasts, track leads and client communications as well as link appropriate documentation. Love how intuitive this platform is!!

Pros

This CRM is a great combination of project management and sales workspace. Highly intuitive and easy to read layouts and project timeline reminders make my days easier!!

Cons

Import mapping has given me some trouble. I wish there were visual notifications on the boards when customers respond to campaigns.

Alternatives Considered

Freshsales

Reasons for Switching to monday CRM

Overall easy of use.
Daniel
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My life is in Monday.com

Reviewed on 19/04/2022

I started using Monday.com about 5 years ago and never looked back. The more features they add the...

I started using Monday.com about 5 years ago and never looked back. The more features they add the better this platform becomes. Great support.

Pros

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.

Cons

Conditional logic in the Form view would be helpful rather than having to use a third party app

Alternatives Considered

Airtable
Heather
Heather
Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Our team loves monday.com

Reviewed on 25/04/2022

Pros

monday.com helps our team ensure that nothing falls through the cracks in our business, we use it for forecasting, resource management, project management, account management and more. Our team is on the platform every day using it to run all aspects of our business, and I don't know what we'd do without monday.com!

Cons

There are certain forms and dashboards we use that we haven't yet converted to monday.com. Mostly this is an issue of bandwidth for our team... but I'd love to see monday.com share a list of 3rd party consultants they recommend to help support a complete transition to the platform.