monday CRM

Pros

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

Cons

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

Pros

The software has a very easy to use interface.
It offers us with a 14 day trial after our purchase.
It is very easy to centralize all our customers communication via email.
Easy to organize marketing campaigns thus improving our ROI.

Cons

For the time we have used the software no dislikes.

Pros

The Monday CRM has covered almost all the features which are necessary for project management work, we used this for our company in the past to manage the project operations and experience was good

Cons

There are too many features sometimes it looks cluttered and confused where to go and what to do and UI is also confusive

Pros

AI email replies and Sale tracking and lead scoring features I Liked and they are doing continuous features addition.

Cons

The customer support is very weak and also there are many lags in the crm as well, it can be better in terms of UI and need in person demo to understand all these feature with any videos you will not get anything

Pros

Template customization and easy management.

Cons

The price and the minimum seat quantity of 3

Pros

Easy to use with so many automations and functions. It made our small team, mighty.

Cons

There is so much that you can do that it can be a little overwhelming.

Pros

I like that it's user friendly and that every update can be reflected to the dashboard. We don't have to create our own reports

Cons

Data import could be improved especially bulk imports

Alternatives Considered

Reasons for Switching to monday CRM

Pros

1. Excellent interface
2. Super easy command
3. Effective AI
4. Quick operation
5. Effective project management

Cons

1. Expensive a bit
2. Turn around time for support is 3-5 days

Pros

Easy to deploy and setup sales teams and privileges.
Analytics are already available at all times.

Cons

Sometimes system felt lagging but improved after time.
Some analytics are hard to use.
APIs needed finetuning.

Pros

Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines.

Cons

The pricing is a bit high, especially if you need access to advanced tools, which can be challenging for small teams.

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.

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.

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!

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.

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.

Pros

Excellent product, easy to use, very good!

Cons

Could improve some bugs, it would be great

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.

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.

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.

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.

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!

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.

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

Reasons for Switching to monday CRM

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

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.

Pros

Easy to use, organize and filter data. Excellent for project and deliverable tracking but also great for just maintaining workflows.

Cons

There is a limit to how much data and/or columns and rows you can add to one monday board.

Pros

Workflow features was the main reason why i purchased this software but it didnot move on well for the time i used the software.

Cons

I wish they could refund me the subscription that i wasted while using this software.

Pros

Monday Sales CRM is customizable, so that the user can create automated workflow that is adaptable to their needs and it can grow and change as the user's company's needs change. It was also among the least expensive/best value CRMs that I looked at.

Cons

The customizable features are a double edged sword, because while they are great, there is quite a bit of time and program knowledge that needs to be acquired in order to properly implement it.

Alternatives Considered

Pros

Ease of use.
Quick resolution from support team.
Loads of features.

Cons

Pricing is on the higher side.
Duplicate data are a concern.

Pros

I really like the task assignment function, it was also very useful to be able to organize and distribute pending tasks within my team.

Cons

Well, the truth is, I would have liked to have the ability to generate customizable reports and obtain more detailed statistics about my sales and activities.

Pros

I like it because from the first moment I started using it I was able to navigate through all the features without any problems and find what I needed quickly.

Cons

The truth is that I find it a little uncomfortable that sometimes the page loading can be slow, especially when I have a lot of data and records.

Pros

It's great because it doesn't matter if it's an email conversation, a meeting or a note taken I can access everything in one window.

Cons

Well, I have experienced some failures or delays in the synchronization of emails or the import of contacts, although it is not a serious problem.

Pros

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.

Cons

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.

Alternatives Considered

Switched From

Pros

The most impactful features are the lead management, lead capturing and customer onboarding. It is so easy to use based on my own experience. When I integrated it to my business, it runs smoothly.

Cons

I like all the features but what I like least is the forms. I think it needs a little bit more options. In my case, I sometimes use it but sometimes I don't. I just prefer printed forms and personal transactions. I'm learning to utilize it though and so far, I'm liking it.

Pros

The software is good and very easy to use for a beginner.

Cons

No problems encountered with its use, this is what I prefer about this software

Pros

Outstanding and very great functionality and very user-friendly. Excellent user experience with a visual emphasis.

Cons

Every downside that I thought when I used this platform were addressed by the customer support immediately, so everything is good on my end.

Pros

The software is effective in maintaining a good relationship with customers

Cons

The features are limited on the trial version, and it prevents having more information about the software

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.

Pros

Monday.com is a very easy to use platform with prebuilt templates to help get you started. Once you have your basics sorted, the opportunities to create greater efficiencies in your business are endless.

Cons

Email formatting is still on the to do list for improvement with limited options. There are work arounds but looking forward to the editing tools in email being expanded.

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

Reasons for Choosing monday CRM

Switched From

Pros

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.

Cons

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.

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.

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

Reasons for Switching to monday CRM

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Switching to monday CRM

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.

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

Reasons for Switching to monday CRM

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

Reasons for Choosing monday CRM

Switched From

Reasons for Switching to monday CRM

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 )

Pros

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails
Know where everything stands - no redundancy
Customizable
CRM automation and integrations
Following up leads easily and not having to get things buried in the box
Onboarding clients is faster
Management time saved
Everyone at the company is united and on the same page

Cons

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky.
The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

Pros

I researched similar products and chose to implement Monday.com for three main reasons: First, it offers a wide range of templates which provide useful starting points for my minor customizations. Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these. At a glance, the colors show me where my project is at any given time!

Cons

I've only really scratched the surface of the full power of Monday.com. I'm able to start using it for Customer Resource Management and I'm looking forward to seeing how it performs with sales pipelines and forecasting. In short, everything I've used to support my business workflow has been right on target!