monday CRM

Score8.5 out of 10

168 Reviews and Ratings

What is monday CRM?

monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.

Categories & Use Cases

Media

Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.

Screenshot of Sales Analytics - Used to build dashboards in real time with no development help, to gain insights into where deals stand, expected revenue, team performance, etc.

Screenshot of Automations - Automates sales processes including automatic assignment of leads to reps, reminders for upcoming activities, and notifications when a lead opens an email.

Screenshot of Email Capabilities - Automatically logs sent emails, keeps track of interactions, and enables mass emails with personalized email templates.

Screenshot of Activities Logging & Tracking - Displays all past and upcoming sales activities in one organized timeline.

Screenshot of Post-sales Management - To help users build lasting customer relationships once the deal is done or stay on top of client projects, with collection tracking.

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Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.

Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.3
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2

Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.5
Billing and invoicing management
This includes automated invoice creation and billing.
Category average: 7.6
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8

Nathan Tijerina

Financial Sales Rep II in Finance and Accounting at HOLT GROUP (10,001+ employees employees)

Use Cases and Deployment Scope

How our team use monday CRM is to help organize & keep structure of our invoicing processes. We have many boards to our team use, but the main one we use is out "COTI" board which gives a run down of all required documentation & certain tabs needed to push a deal through the next phase to get invoiced. In the case there is a discrepancy that is needed to be addressed, we are able to tag the needed individuals and inform them of the request. My role also requires to calculate reps commissions for each machine sale I invoiced, and we use a monday CRM board called "warranty & profit". We use this board to keep track of our cost for each individual deal that we get & input into our ERP system while also using this board to calculate our gross profit for each sale. I feel like problem we had before the use of monday CRM, was the lack of interfacing between our systems & as well as the customizability. monday CRM so far as looks to be responding well to our systems and offers great options on how we are able to customize each board, with ability to run automations smoothly.

Pros

Has excellent options to modify your view to your liking.
Automation capabilities run smoothly.
Has a user friendly interface.
Options to have multiple view settings for each person with ability to save there view preference.

Cons

There has been some lag at times with the automation, cutting that time down would help for less timely transitions.
When were creating new models for each machine, I noticed we are limited to a certain amount from our drop down feature, if we could expand that number, that would certainly help.
Having the ability to share items across multiple platforms would be a great feature to add on as well.

Return on Investment

I feel since we integrated to monday CRM, that the speed of our invoicing rate has increased, due to the easier navigation monday CRM provides.
Communication with other peers & departments has become easier to reach out since we all share this platform and able to tag the needed person.
We are also able to view and give reports easier to our VP's/ higher up, providing visibility and graphs of our trending sales numbers categorized by each store with different sales type.

Usability

Other Software Used

Uptake

Aravindan Shivaprakasam

Digital Marketing Manager in Marketing at Pull Logic (11-50 employees employees)

Use Cases and Deployment Scope

We are a B2B SaaS firm, we use monday CRM to collate leads generated from various marketing channels and qulify these leads through the various stages of the pipeline to close a deal. This will also be a point of ollaboration between the sales and marketing teams to work on the prospect and close the deal

Pros

Pipeline Analysis
AI Lead filtering
Identifying priority leads
Moving contacts through the funnel

Cons

It lacks auto enrichment
It doesnt supply integrating with many third party tools
Looks a little too colorful and cartoonish

Return on Investment

We had 2k+ leads, it helped up identify top 1% to prioritize and close the deal
It helped up identify most interested account amongst the lot to focus
Collaboration with the sales and marketing has been wonderful
It helped identify contacts to be removed and not identified as good fit for our business

Usability

Alternatives Considered

HubSpot CRM, Salesforce CRM Analytics and Zoho CRM

Other Software Used

HubSpot CRM, Apollo.io, Dropcontact, HubSpot Marketing Hub

Laura Cable View profile

Operations Coordinator in Corporate at AGB Search (51-200 employees employees)

Use Cases and Deployment Scope

We are an executive search firm and use the CRM to give full visibility and track email correspondence with our clients and to keep historical records of all of our searches.

Pros

User-friendly, even for users who are not tech-saavy
Highly customizable design
Very easy to duplicate boards and use templates and dashboards

Cons

Setting up automations can be complicated
There are occasional glitches that even monday.com support cannot explain

Return on Investment

The monday CRM has been a game-changer for us primarily for the visibility among team members.
It has allowed our CEO to have more insight to the picture as a whole - financial and forecasting.
It has given our team members structure and accountability in their correspondence with clients.

Usability

Alternatives Considered

Clockwork and Clockwork CRM

Other Software Used

Outlook4Gmail

Andrea Márquez View profile

Project Manager in Professional Services at Inteli-k (11-50 employees employees)

Use Cases and Deployment Scope

I use it to classify my leads and create contacts and company base in this information and how interested they are to my services. I did not have one place where I could see all the information about my clientes, and with monday CRM I can see everything from the begging.

Pros

Having leads from my website, direct to monday.com
Create contact and companies to see there information
Have emails and activities about every contact.

Cons

Separed emails and activities from workspaces
Filter templates of emails
Have more information for follow ups

Return on Investment

ROI
People management
Time saving

Usability

Alternatives Considered

Formstack for Salesforce, CRM in Cloud by TeamSystem and LivePerson Conversation Cloud (LiveEngage)

Other Software Used

monday.com, Slack, Microsoft Teams

Verified User

Director in Marketing (10,001+ employees employees)

Use Cases and Deployment Scope

Currently use to track campaign and tasks across multiple different teams. This allows for optimal collaboration and visibility across these teams with tasks assigned and visibility into the progress of task getting completed within timelines.

Pros

Campaign building
project management
calendar and kanban view ability of projects
analytics

Cons

Automated and workflow notifications
Greater visibility into time management
greater visibility into what projects are assigned to each user

Return on Investment

Scalability of time when managing projects
Time saving management to focus attention on higher ROI initiatives
Greater visibility into which teams are falling behind

Usability

Alternatives Considered

Adobe Workfront

Other Software Used

Adobe Workfront, Azure DevOps Server, Trello

Salesforce Sales Cloud

Pipedrive

HubSpot CRM

monday CRM

What is monday CRM?

Categories & Use Cases

Media

Key Features

Top Performing Features

Single sign-on capability

Integration with email client (e.g., Outlook or Gmail)

Territory management

Areas for Improvement

Forecasting

Billing and invoicing management

Role-based user permissions

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

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