monday CRM Reviews & Product Details - Page 2

I am a big fan of systems that make life easier and don't get in the way... I discovered Monday in 2023 when we were having many problems with our data organization and processes.

Since then, when I implemented and developed all the boards, the company elevated its level in an extraordinary way. Nowadays, Monday is part of our daily routine, fulfilling essential functions for our operation.

Regarding customer support, I have never had problems, and they are always available to resolve any question or issue.

The integration with other software is also something incredible and very easy to do. Review collected by and hosted on G2.com.

Some disadvantages of CRM are that some tools take a long time to arrive on the platform, an example is the sales funnel which took a considerable amount of time to be implemented, and there are still some bugs. Review collected by and hosted on G2.com.

Firstly setting up monday CRM has been a very smooth experience. It wasnt much difficult to import current data from excel into monday crm and setting up all the automations and Integrations have been extremely simple.

Once the data had been imported, integrating outlook for sending and receiving emails was a cake walk. We can easily track all conversations in one single interface. Review collected by and hosted on G2.com.

We use a feature of sending mass emails that is only on the pro plan and thats expensive compared to other CRMs. Review collected by and hosted on G2.com.

Monday.com is an extremely user-friendly CRM system that stands out with its customizability and intuitive interface. I love how it allows me (as non-IT) to tailor workflows to fit our unique business needs without requiring advanced technical skills.

The automation features save time by reducing repetitive tasks, like sending follow-ups or updating statuses. Easy integration with tools like Gmail, Slack, and HubSpot is really great. Review collected by and hosted on G2.com.

Occasionally the resolving of problems could be a lot faster however generally the customer support is decent. Review collected by and hosted on G2.com.

I like that monday CRM offers a lot of capabilities. I use it on a daily basis at work. As a Business Development Manager, I need to track the details of all my interactions for thousands of clients, and follow where they are on the sales journey, which monday CRM allows me to do. I like that I can mirror information from other boards, and recently, I have been using the new email sequencing feature, which has helped a lot with automated emails for follow ups. Review collected by and hosted on G2.com.

The main downside for me is that I find that my monday CRM lags a lot, which can slow me down in my work. Review collected by and hosted on G2.com.

I love the adaptability of Monday. It is so versatile and is used in every aspect of our business, we use it everyday and have the ability to automate anything we can think of. It is our favourite tool and saves us all so much time each and every day. Review collected by and hosted on G2.com.

Customer support sometimes can't help with issues and will put in a ticket that can take a while for them just to say the feature isn't available but they are looking to implement it in the future. Review collected by and hosted on G2.com.

I like how I can easily centralize sales pipeline effectively using API and numerous native integrations with popular software applications like Outlook, Gmail, Excel, etc. I like how easily I can store and manage each lead with Monday CRM. The best thing started happening after I've been using Monday CRM to keep data organized. Now I also can collaborate with my team members seamlessly with this software. Review collected by and hosted on G2.com.

Monday CRM is providing overwhelming integration and automation. It has inconsistent platform updates which can be really frustrating. I don't like this unnecessary updates rather Monday CRM can really focus on improving productivity. Review collected by and hosted on G2.com.

Transparency is something we do really well in monday CRM within our projects. It allows you to provide clear visibility of deadlines, statuses, and task dependencies to everyone - and they know what’s happening, what’s expected of them. The simple color coded layout makes prioritization easy and confusion is greatly minimized. The benefits for the team are obvious in this organization since it helps us stay on track and spend more time doing strategic planning and problem solving. Review collected by and hosted on G2.com.

The main disadvantage is that there may be too many notifications in the monday CRM. Updates as small as daily create alerts; notifications flood the inbox and it becomes nearly impossible to notice a significant change. Also, some of the elements on the boards, such as having many, many tasks on the board can be overwhelming while multitasking. Such concerns have, however, sometimes led to hitches whenever an attempt is made to attend to important priorities within a short time frame. Review collected by and hosted on G2.com.

Monday is a really easy to use CRM, it has a bunch of features such as moving leads and organizing boards its easy to use helps me organize ethings for helping customers and we use it every day, its been extremely easy to integrate into our day to day operations.

Easy implementation - amazing customer support through the use of the dialer Review collected by and hosted on G2.com.

Sometimes it can be slow when clicking leads but i think this is just due to the amount of data we use Review collected by and hosted on G2.com.

The thing I've loved most about the Monday CRM is the ease of use. Any of our team can pick it up and quickly understand how to edit boards, workflows and get control of the data. We aren't a big firm so having a tool thats easy to onboard saves us lots of time and money. Review collected by and hosted on G2.com.

Sometimes the out of the box automations in the CRM annoy me. I wish that when I converted a lead it created a deal and an account associated. Sometimes there is a bit of extra work I was hoping to automate, but its easy to set up workflows that are customised to what we need. Review collected by and hosted on G2.com.

Monday CRM has been an amazing addition to our work processes. Transitioning into the CRM has allowed us to reduce time spent doing menial tasks while also keep our information up to date and accurate. Because Monday CRM does so much of the busy work for us, we have been freed up to take care of the main purpose of our business - which is helping people. We have loved the flexibility of mirroring information from one board into many others as well as the dashboard features that allow us to link information from lots of sources into one space. The dashboards also make our information easier to understand and analyze. Monday CRM has become part of our daily experience and is helping us perform at a higher level. Review collected by and hosted on G2.com.

Because our company operates in the healthcare sector, we need to keep things HIPAA compliant. For this reason, we don't utilize any additional apps that would make Monday.com even better. That said, we have been able to find ways to accomplish every task we have set out to do with Monday CRM thus far - some of our solutions have just had to be more creative than others. Review collected by and hosted on G2.com.