#1 most frequent
United States of America
68.2%1,155 installations of 1,694
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
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Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.
Top Performing Features
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: 8.2
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
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
Areas for Improvement
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 6.6
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
Who Buys & Uses monday CRM
#2 most frequent
Canada
6.7%113 installations of 1,694
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
5.6%95 installations of 1,694
Pros
- Streamlining project management workflows and task assignment
- User-friendly and accessible interface
- Automating repetitive tasks for enhanced efficiency
Cons
- Requires substantial training to fully leverage features
- Navigation can be perceived as clunky or overwhelming due to numerous options
- Difficulties in setting up or discovering automation workflows
monday CRM Review
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
monday is a powerful tool to manage projects
Use Cases and Deployment Scope
We use monday daily to track projects/tasks. We have a team of designers and copywriters and we all leverage monday to make sure our campaigns are meeting deadlines. We typically have 10+ projects open at a single time, so having a place where everything is organized is crucial.
Pros
- Organization
- Clarity
- Communication
Cons
- Subitems are a bit tedious to add
- Full range of countries in the drop down box
- We need a way to archive older tasks to keep desktop clear
Return on Investment
- We just use monday to track projects/campaigns deadlines. Without it, we would have no organization at all.
Usability
Alternatives Considered
Trello, Asana and Atlassian Jira
Other Software Used
Klaviyo, Postscript, Figma
My favorite work tool
Use Cases and Deployment Scope
We use monday to organize our projects, files and tasks. Because of monday we're able easily access any information about any given project and communicate directly about it within the platform. Without monday I think it would difficult to keep track of our projects! monday is also super easy to use so any one that is new can quickly get the hang of it.
Pros
- Organization
- Easy to use
- Customizable
Cons
- This isn't the biggest deal but I think it'd be cool to be able to customize the themes of our Monday boards, similarly to how slack does it!
Return on Investment
- has helped the team meet quarterly goals
- easy onboarding for new employees
Usability
Alternatives Considered
ClickUp and Asana
Other Software Used
Klaviyo, Figma, Postscript
Great Platform with little learning curve.
Use Cases and Deployment Scope
Project management - Giving clients real-time views into current projects being worked on for them. Inventory and Product Mapping - Current inventory and where we have each product for each client. Catalogue Management - Current offerings. Client Success - Real-time view of products that we have in each location.
Pros
- Automations through submission forms.
- Client facing information.
- Reporting.
Cons
- Bulk updating.
- Ease of importing spreadsheets.
- Asset management.
Return on Investment
- Great feedback from clients.
- Has been a bit manual on duplication of items and updates.
- 30% of our clients use regularly.
Usability
Alternatives Considered
HubSpot CRM
Other Software Used
HubSpot CRM
Excellent CRM for contact management and funnel Analysis
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
