monday sales CRM Reviews

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.

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.

The ability to segment data and great visualization of that segmented data. Loved the ability to create custom dashboards.

I would love the ability to view the dashboards on our digital signage displays using a URL.

What I like most is the UI. It's extremely intuitive, gorgeous looking, and promotes a feeling of productivity and ultimate entrepreneurship. Its automation software is also brilliant saving loads of time on many fronts.

The pricing is a little high. I currently pay about $100 for 2 people and would love to see that come down to somewhere in the $30-$50 per month range. Also, the mobile app is a bit redundant in my opinion. I've never found myself going to the app for anything other than to find something on the run.

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.

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.

Since moving to Monday.com it has taken little effort to turn my team into experts in the platform. We are finding new ways everyday to improve the system through the collaboration across the entire team.

There is a few minutes delay between actioning something and it being picked up through an automation or elsewhere in the system.

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

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

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.

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.

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.

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.

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.

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!

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.

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.

NOTE: We have since moved over to Freshsales as it fitted in more with the rest of our products.

Monday is absolutely amazing. It could be easier to use, however what it offers for free is absolutely perfect for small-to-medium businesses and teams. I would highly recommend taking a look at Monday's use cases (available at monday.com/s/software-uses) which can help you understand how their software can benefit your business. I personally really like Monday's ability to pick a template depending on what you'll be using it for, such as recruitment or sales leads. It is also really customisable and flexible depending on how many people will be using it. They also have an app and lots of integrations, enabling maximum use wherever you are.

Setting up Monday can get a bit tiring, although you won't regret it once it's fully setup. I believe a better pricing structure would not depend on the number of users so broadly. The basic plan with 5 users in your team costs £22 per month, but luckily they do offer a trial which can help you get a better feeling.