Much more than a CRM tool. Any process/task/department can be managed through monday.com
March 15, 2021

Much more than a CRM tool. Any process/task/department can be managed through monday.com

Juan Alonso-Villalobos | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

  • Easier follow-up of tasks and responsibilities.
  • Centralized database.
  • Task assignation and information.
We use monday.com across the organization for multiple targets:
  • CRM and prospects pipeline follow-up.
  • Deals follow-up.
  • Investors database and follow-up.
  • Weekly tasks.

Pros

  • Adaptability to the business needs. It can be used for many things.
  • Simplicity of the use. Up and running in no time.
  • Excellent and fast customer service on doubts.

Cons

  • "Copy & paste" functionalities would be great.
  • The web interface with Mac, when sliding the trackpad too fast right or left, changes the full panel in monday.com...happening continuously.
  • Integration between panels is not too simple to make it work. Automations are complicated.
I do not give it a 10 because the integration/automation capabilities are not so simple and normally need support from monday.com. If not it would be a clear 10.
Cannot be better. Fast, understanding and business needs oriented. In my experience they are always looking for a way to help you to solve your need.

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

Yes

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

Not the best tool (from my understanding) if all you need is a emailing tool to follow-up on emails to a database.
For any other task:
- Project management
- Task follow-up
- CRM
It is so flexible, it is a no-brainer.

monday.com Feature Ratings

Project Management
7.7
Task Management
10
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
10
Workflow Automation
6
Team Collaboration
9
Support for Agile Methodology
Not Rated
Document Management
Not Rated
Email integration
Not Rated
Mobile Access
5
Timesheet Tracking
5
Change request and Case Management
9
Budget and Expense Management
Not Rated
Professional Services Automation
5.0
Quotes/estimates
Not Rated
Project & financial reporting
5
Integration with accounting software
Not Rated

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