monday CRM Reviews & Product Details

This program is SO user friendly. If there is anything you have questions about, they have so many ways to help answer your questions. There are tons of videos available that are easily accessable for any help you need. The boards are very customizeable and there are so many things that can be done with just a single board. It is perfect for our small office to keep everyone connected and updated on projects.

I hate that there is not an undo button so if you accidently remove data or change the wrong line item it is difficult to get the old information back. My company utalizes mirror columns and connected boards a good bit, I wish that Monday would work on updates for that process to simplify how you make everything connect and work through multiple boards.

Monday has monthly webinars that I really enjoy. They tell you all about the new things that they are adding to Monday and what items they are activily updating etc. This webinar has been super helpful to me because I learn things that I was not aware were possible with Monday.com. It allows me to utalize the system to it fullest potential.

The ability to customize this program is AWESOME! We use it to track new business, and also for renewal business. It make things so much easier to operate the agency. My staff can see exacly where we are with an account, and once its written or not, we now know. Nobody is left in the dark. We put contact info, policy type, carrier name, premium amount, etc. I belive that we have been using it for 4-5 years now. It is just so easy to use compared top any other program that we have ever tried. I would be lost without it!

Price is the only thing I can think of. While it is worth it, it would be nice to have some loyalty credit given, or something of that nature.

NOT APPLICABLE

I had the opportunity to dive into the world of project management with Monday, and I must say it has been a transformative experience. As someone who juggles multiple tasks and projects simultaneously, finding reliable and intuitive project management software was crucial for optimizing my workflow. Monday not only met but exceeded my expectations in several key areas. User-Friendly Interface: One of the standout features of Monday is its user-friendly interface. Navigating through the platform is a breeze, and the intuitive design makes it easy for team members to quickly grasp the system. The customizable dashboards allow for a personalized view of tasks and projects, creating a seamless and efficient user experience. Versatile Project Tracking: Monday offers a robust set of tools for project tracking. The ability to create custom workflows, set priorities, and assign tasks has significantly enhanced our team's collaboration and coordination. The visual timeline view provides a clear overview of project timelines, helping to identify potential bottlenecks and ensuring that deadlines are met. Effective Communication: Communication is key in any collaborative environment, and Monday understands this well. The platform provides a centralized space for team members to communicate, share updates, and attach files directly to tasks. The real-time collaboration features have streamlined our communication processes, reducing the need for endless email threads and improving overall transparency. Integration Capabilities: Monday's integration capabilities are a game-changer. The software seamlessly integrates with popular third-party tools, such as Google Workspace, Slack, and Zoom. This integration has eliminated the need to switch between multiple platforms, saving us valuable time and ensuring that all our project data is in one centralized location. Customization and Flexibility: One size does not fit all, and Monday understands that. The platform's high level of customization allows us to tailor our workflows to suit the specific needs of our projects. From custom fields to automations, Monday provides the flexibility required to adapt to the dynamic nature of our work. Customer Support: Should any questions or issues arise, Monday's customer support team is readily available and responsive. Their helpful documentation and tutorials make onboarding a breeze, ensuring that our team can quickly harness the full power of the platform. In conclusion, Monday has proven to be a powerful ally in our quest for efficient project management. Its user-friendly interface, versatile project tracking, effective communication tools, integration capabilities, customization options, and excellent customer support make it a standout choice for teams looking to boost productivity and collaboration. Monday has truly transformed the way we work, and I wholeheartedly recommend it to anyone seeking a comprehensive project management solution.

Costly Pricing Tiers: While Monday offers a variety of plans to cater to different needs, the pricing can be on the higher side, particularly for smaller teams or startups with limited budgets. As our team expanded, so did our subscription costs, making it a less cost-effective option for organizations in the early stages of growth. Limited Reporting and Analytics: For users who heavily rely on in-depth reporting and analytics, Monday may fall short of expectations. While it provides some basic reporting features, the platform lacks the robust analytics capabilities offered by some of its competitors. This limitation can be a drawback for teams that require more advanced insights into project performance. Overwhelming Customization:

Monday Sales CRM addresses several key challenges commonly faced by sales teams, offering solutions that have tangible benefits for businesses. Here are some common problems that it helps solve, along with the corresponding benefits: Disorganized Data: Problem: Managing sales data across various spreadsheets, emails, and documents can lead to disorganization and inefficiency. Solution: Monday Sales CRM provides a centralized hub for all sales-related information, ensuring that contacts, deals, and communication history are easily accessible and well-organized. Lack of Collaboration: Problem: Collaboration issues arise when sales teams struggle to share information and updates in real time. Solution: Monday promotes collaboration by offering a platform where team members can communicate, share updates, and collaborate seamlessly within the CRM. This fosters a more cohesive and informed sales team. Inefficient Workflows: Problem: Manual and time-consuming processes can slow down sales workflows and hinder productivity. Solution: Monday automates routine tasks, streamlining workflows and saving time. Customizable workflows ensure that the CRM adapts to the specific needs and processes of your sales team, enhancing efficiency. Poor Pipeline Visibility: Problem: Without a clear view of the sales pipeline, it's challenging to track deals, identify bottlenecks, and forecast accurately. Solution: Monday provides a visual representation of the sales pipeline, making it easy to track the progress of deals at every stage. This visibility enables better decision-making and forecasting for sales managers. Communication Gaps: Problem: Important communication and interactions with leads or clients can be missed or lost in the shuffle. Solution: The CRM ensures that all communication is logged and easily accessible within the platform. This eliminates the risk of missing crucial information, leading to more effective communication with clients and prospects. Limited Insights and Analytics: Problem: Without robust reporting and analytics, it's challenging to gain actionable insights into sales performance. Solution: Monday provides reporting tools that offer insights into key sales metrics. Analyzing this data helps sales teams identify trends, assess performance, and make data-driven decisions to improve overall effectiveness. Adapting to Customer Needs: Problem: Sales teams may struggle to adapt to changing customer needs and preferences. Solution: Monday's flexibility and customization options allow sales teams to tailor their CRM to specific customer engagement strategies. This adaptability ensures that the CRM aligns with evolving customer demands. Difficulty in Onboarding: Problem: Training new team members on complex sales tools can be time-consuming and challenging. Solution: Monday offers a user-friendly interface and provides onboarding resources, reducing the learning curve for new team members and accelerating their integration into the sales processes. In summary, Monday Sales CRM addresses common challenges in sales, offering solutions that enhance organization, collaboration, efficiency, visibility, communication, analytics, adaptability, and onboarding. These benefits contribute to a more streamlined and effective sales process, ultimately improving the overall performance of the sales team.

It's so easy to use. Client notes and contact information are so important for our business. Monday helps us stay aligned and in tune with what's going on among our many client groups.

I wish some features were more a la carte. I don't want tohave to upgrade the whole package when I'm in need of just one feature.

Our employees are able to easily see all client notes and contact information from anywhere. Compliance and note taking is a big part of our business, so this is pivotal.

One place to organize my leads, prospects, sales, inventory and shared files with my team.

I have not utilized any of the tracking, as I don't know how

Keeping me organized and on track with follow up calls and keeping order progress logged

Integratability and Interface are awesome

Price compared to other options, certain features gated in enterprise edition

Keeping track of our holistic opportunities

Monday is incredible for organising and managing tasks, leads, campaigns, or projects. It was extremely easy to set up, with complete control over customisation, powerful automation and lots of documents and training to review. Whenever I did run into issues, I was able to get support quickly from the Monday team.

It did have some limited functionality in terms of CRM, like email, so I had to use 3rd party integrations.

Organising new leads and meetings.

It is an easy way for my team to communicate and stay on track. My team is scattered over several countries and with Monday.com we are able to work seamlessly.

I wish the date would auto-populate when I make an entry. I have one co-worker that never remembers to select the date and sometimes we need that.

Monday makes it possible for everyone to have the ability to view what's being done and what needs to be done.

What I like about Monday the most is the intuitive interface, seamless collaboration, and automated reminders. The customizable dashboards and robust reporting tools make sales management a breeze. It's a game-changer for boosting efficiency and driving results.

The extensive customization options can sometimes be overwhelming.

It's helping me by tracking my and my teams task and it also helps us prioritize projects.

I like monday because it's easy to use, navigate and know the status of a task.

Nothing I can think of, however, because it has many features, it might be lagged

organizing everyday tasks

Very user friendly and simple to use never had an issue using for 12 months. I think any level of employee can wrap their head around it whether brand new or 10 years experience. Every area of the system is easy to change around to meet a companies needs.

Only thing I would like is extra room on a dashboard but even then you can make an extra board for the extra data

Tracking sales numbers and the amount of calls made to customers and enquires on the website

Monday allows me to stay super organized while managing all current transactions, clients, payments, expenses and so much more. I am able to utilize the app which is very user-friendly and comes in handy. Customer Support is great as well. They are very responsive. This is a system that I am working on multiple times a day. It was very easy to understand and implement into my business.

I have had a hard time trying to create a Real estate CRM board to manage clients and communication but that is because I have not fully explored all of the options.

It helps me manage where I am in a transaction and where clients are in the process of onboarding.

Ease of use, real-time data collaboration between the team, and great functionality

Some fields cannot be customized, which I would prefer to change

Organizing all ongoing and potential deals and deadlines for each deal

Monday's customer support has always been great and has walked us through any issues. We use the CRM frequently, almost daily. I was able to implement it for all of my departments. What impresses me the most is the number of features that we can utilize and how easy it is to integrate with our company.

Nothing, all is great. I can't find any issue with Monday's CRM.

Keeping track of our growing number of customers.

The best features are the customizable features and the mobile app integration.

It would be nice if the follow up alerts had customizable options/dates instead of pre-set options.

Monday provides a solution for us to manage our listings, leads, and database.

The best thing about the CRM is how it can link to other boards. So in one location you have all the info you need and then you drill down further to get more detail if needed

I haven't found anything I do not like yet.

The CRM allows individual teams to log in to a certain client and know all at once how we are servicing that client in other departments. It makes your team so much smarter and more efficient.

Easy to move a project forward and track it through the software.

Nothing, it seems to be better than many other CRM products I used in the past.

Great tool to keep everyone involved on a project informed.

I appreciate how easy Monday makes it to keep the whole team on the same page!

I currently have no complaints about this CRM.

It helps each of us know where certain business activities are at and helps us track them from any location.

Super fast and easy to use. Constant new features and great support.

Nothing at all, its perfect for our needs

Sales and lead tracking. Project planning and bug tracking

Monday makes it easy to track everything about the projects I manage. It allows me to make notes of conversations and keep track of follow-ups while also letting me see which court the balls are in. It has proven to be paramount to my position as a Project Manager.

I wish it were easier to search the updates, that would then take you to the full project not just the update.

Monday is the one stop shop to be able to manage all my projects. It allows me to have an overview of everything happening with a project.