monday CRM Reviews & Product Details - Page 4

Collaboration in real time: The ability to easily collaborate within the team, leave comments directly on CRM items, and track colleagues' activities in real time is also a big positive. This simplifies communication and avoids having to switch from one tool to another. Review collected by and hosted on G2.com.

Although Monday CRM is very strong for managing the sales pipeline and client-related tasks, it lacks some advanced CRM features found in tools like Salesforce or HubSpot. For example, the reporting and analysis features are quite basic and do not allow for reports as detailed as those of more specialized CRMs. Review collected by and hosted on G2.com.

Automations, once we learned how to create them, are time savers. The color coding and customization is great and easy. Review collected by and hosted on G2.com.

We don't like the name as it is confusing being such a common word used in business. We call it Mobo. Don't like the way the status updates display emails, not succinct, and can't see who the email was addressed to when adding the blind cc. Emails don't show as updates in CRM update bubble, but they do in Work Management. A simpler way to display and tag emails to an item as an update. Would like if you could sort by most recently contacted/updated. In work management, and in the CRM, it would be nice if there was a way to edit columns from group to group. As an item moves through the sales journey, there is some data that is no longer needed, and some data that needs to be added. Having all the columns in the board for all needs is cluttered. Customer support has been spotty, sometimes great, and sometimes we have felt like it was useless. A general onboarding would have been very helpful at the start Review collected by and hosted on G2.com.

It allows me to organize a very large amount of interlaced information between myself and my colleagues, which lets us stay in the workflow without spending time catching up on that information. Review collected by and hosted on G2.com.

Boards are capped at 10k line items. This is a huge problem for us, and a lot of other people that I know that use mondays. I can think of three examples of people who told me they switched away from mondays to a different CRM due to the board size limitation. 10k is not a lot when you are in a high volume sales business, and having to create a new board once you hit that cap is a huge burden, and pretty much invalidates all of the upside Monday CRM offers once you hit that limit. You are basically left with no option but to graduate to a different CRM that allows for more lines on boards. Please allow for paid increases to these limits AT THE MINIMUM, because we are also very close to the point of needing to consider a new CRM due to this limitation. Review collected by and hosted on G2.com.

The automations available in monday CRM are truly game changers. Having the ability to centralize multiple tools into one saves a lot of time. The UX is also very well-designed and makes you want to spend time on the tool. Its ease of implementation makes it an accessible tool, quickly usable, and especially on a daily basis. Review collected by and hosted on G2.com.

Monday CRM still lacks capacity for large companies and large volumes of data today. We also experience some occasional slowdowns. Review collected by and hosted on G2.com.

Monday starts off with an easy framework to get going, but allows for configuration based on unique business needs. Online tutorials and support documentation make it easy to tweak without spending hours learning the tool. Monday is easy to get going out of the box and teams can be implemented in no time. Review collected by and hosted on G2.com.

While having high levels of configuration, sometimes knowing how to best approach a specfic task can be a challenge. Review collected by and hosted on G2.com.

The price point of monday is what sold it to me initially. The easy to use CRM and easy to impliment work management system is nice. The different addons to the boards are useful too. Review collected by and hosted on G2.com.

The customer support is extremely lacking, I have not had 1 support question that hasn't been escalated to a multi-day fiasco. There are also several issues with boards, not limited to the lack of 3rd party apps that don't require an exorbitant payment, or the clear as mud cross-board integrations. The lack of any email editor other than a basic pop-up is also poor, additionally there isn;t even a feature as simple as renaming emails after they're sent to keep track of them. Review collected by and hosted on G2.com.

The best aspect about Monday is that it is extremely user-friendly and provides most of the resources a team would need in project management. Review collected by and hosted on G2.com.

I would prefer to be able to create different tables on the same data. When adding a new table, I would like to organize it any way I'd like without moving the original board. This would be more effective when sharing data across teams instead of overwhelming other team members with data that doesn't apply to their specific position but is needed for others. Review collected by and hosted on G2.com.

We are a retail sales organization with about 15 sales reps, and we started a CRM from scratch. We compared Monday CRM to Salesforce when purchasing for our SMB. I recommend Monday to every startup and SMB that I speak with. If you're a small business weighing Monday against Salesforce, I'd encourage you extremely strongly to go with Monday, or at least to give it a hard look. Monday does most of the important stuff just as well as Salesforce, a few things way better, and just a couple things worse.

In particular, here's where Monday is exceptional:

1. Monday is incredibly and easily customizable, even by a single central leader. You do not need to know how to code, and your team does not need to be tech savvy, and you can implement pretty complex customizations that are expensive at Salesforce. We received a (low) 6 figure inital estimate from Salesforce to implement the customizations that I was able to set up in Monday myself, using Youtube and 6-7 business days of work.

2. Monday integrates with a few important external tools, and they integrate with Zapier in a way which is easy to set up, which covers anything else. They also have some unmatched internal 3rd party apps. For example, they have a Monday-only version of a tool comparable to Docusign which is 1/10 the price of Docusign. They encourage their 3rd party vendor marketplace, and you don't need a "solutions architect" or whatever to improve functionality

3. It is incredibly easy for sales teams to use. For comparison, our team struggles to understand and use Slack, and they have found Monday very usable. It's clear that Monday CRM started from repurposing its already intuitive work management tool, and then they've added some CRM-only elements to help sales representatives who are most familiar with other tools.

4. The implementation team is relatively small and sits with members of the developer team, and so you're getting true support on setup and genuine escalation if they're not sure how to do something. Does not feel stuck or bureaucratic at all. Our implementation team was able to both build and teach me how to build, which is fantastic.

5. It's SO much less expensive than comparable tools, especially considering the saved cost from customization. We had to do some more internal setup than we would have had to do with Salesforce, but it essentially saved us a full time salary worth of cost, and that was with a relatively small number of users. Review collected by and hosted on G2.com.

I have four pieces of constructive feedback for the dev team at Monday CRM, two which I would say are minor and two which are more serious for larger businesses (and maybe not a big deal for most SMB)

Minor:

1. Your sales reps probably have not used it before. With that said, the Monday dev team has done a fantastic job of making certain workflows resemble other CRMs, especially Salesforce. Most of our reps (who skew not tech-savvy) pick it up very quickly, even though there's some initial skepticism. In this area in particular, Monday's team has clearly focused a lot and it helps.

2. The mobile app is not great. It's not bad, but it struggles with lots of data present and isn't super easy to do a few key tasks. They have made clear improvements to the app while we've been a customer, but it needs to be easier to (e.g.) add a lead on the app

Major for larger businesses

3. There is a limit to the amount of data they can handle. They cap it anywhere from 10k-100k rows per board, which seems like a lot, but the big issue is that there's a limit to the number of "connections" a board can handle, and connections are the core building block of the CRM. If they give you the 100K maximum, that still really only works up to 15-30K accounts, depending on how many connections you have (i.e. how much stuff you're tracking, per account).

4. Most effective implementations are critically dependent on (really awesome!) 3rd party apps. These 3rd party apps are far less supported than the CRM itself is - they are fantastic, effective, important, everything positive you would say about 3rd party apps. But they are also typically being run by 3rd party application developers that are 4-5 person businesses, at most. That leaves serious support vulnerability. I recommend Monday CRM to pretty much every start up and SMB <200 people that I speak with. It is awesome. But I would never try to bring it to a large business for solely this reason. In particular, there are some apps that offer key formulas (Autoboost/General Caster) and there are some apps that offer matching functionality (VLookup). I'm not sure how we'd even set up our CRM without these, and until Monday takes them in house, I don't think it's viable at a larger business from a risk perspective. Review collected by and hosted on G2.com.

Monday CRM is a tool that makes the work of a commercial area and the entire company easier as you can perform actions that trigger other activities for different areas, and you can also customize it to benefit your business. Review collected by and hosted on G2.com.

It can become complex to understand, and if you don't program something well, it can affect the operation of other work areas by not receiving notifications or information. The views can also be tiring. Review collected by and hosted on G2.com.

Multiple departments are required to move our loans successfully through a sales cycle. Our marketing team adds leads, sales moves that lead into a proposal, processing collects their underwriting info pre-loan closing, then servicing takes over during the life of the loan. Servicing then finds upsell and cross-sell opportunities and the process repeats itself. Review collected by and hosted on G2.com.

New teammates have trouble entering data across many fields, perhaps 20-50 wide. A sequence of questions would be easier for them. Review collected by and hosted on G2.com.