Great CRM for companies of all sizes
September 10, 2021

Great CRM for companies of all sizes

Enrique Javier Gutierrez Barrios | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

It is currently being used as a CRM and helpdesk for our company. It helps us keep track of everything and helps us keep up with deliverables and deadlines.

Pros

  • Keep track of tasks
  • Flow of information
  • Integrations
  • Automatic work flow

Cons

  • Automation
  • Integrations
  • Helpdesk
  • Saves time on repetitive tasks.
  • Easier setup of project management.
  • Tracks and keeps sales on point.
We are in the initial phase of adopting monday.com. So far, we have managed to make it work very well as a CRM.
We have not tested customer support.
During a 6 month period, we have lost connection to the app for about 5 minutes or less.

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

It works great as a CRM, task management, time tracking. We wish it had more helpdesk capabilities.

monday.com Feature Ratings

Project Management
6.8
Task Management
8
Resource Management
7
Gantt Charts
7
Scheduling
6
Workflow Automation
8
Team Collaboration
8
Support for Agile Methodology
7
Document Management
6
Email integration
5
Mobile Access
7
Timesheet Tracking
Not Rated
Change request and Case Management
7
Budget and Expense Management
6
Professional Services Automation
5.0
Quotes/estimates
5
Project & financial reporting
5
Integration with accounting software
Not Rated

Comments

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