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monday CRM Reviews & Product Details - Page 89

monday CRM Overview

What is monday CRM?

monday CRM enables revenue teams to sell faster at every stage of the customer journey. The intuitive interface combined with no code automations and AI, allow revenue leaders to adapt the CRM to their very own sales process, while cutting costs and saving time. With all customer information centralized in one place, more than 500 integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before. The cherry on top? The CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform. Find these key CRM features available on monday CRM: - No code customization and automations - Lead enrichment - 500+ integrations - Mass emails & HTML editor - Shared email inboxes - AI capabilities: email generator, sentiment analysis, forecasting and more. - Funnel chart - Custom reports - Forecasting - Leaderboard - Mobile app - Caller - Sequences (alfa) - Quotes & invoices (alfa) Your team will love using the CRM.

monday CRM Details
Product Website
Languages Supported
German, English, French, Italian, Japanese, Korean, Dutch, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Chinese (Traditional)
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Product Description

monday CRM is a dedicated sales platform that enables business owners, sales teams, and RevOps to manage the entire sales cycle from pre- to post-sales — managing all customer data in one centralized place. Capture leads, manage contact communication, automate manual processes, and track every deal status so that no opportunity slips through the cracks. Then, analyze sales processes using real-time data in customizable dashboards. Once a deal is won, all post-sales activities can be managed directly from monday sales CRM. This connects all company stakeholders, like finance, legal, and account managers to all relevant information, to ensure smooth billing, contracting, onboarding, and more. Find these key CRM features available on monday sales CRM: - Mass emails & HTML editor - Shared email inboxes - AI email generator - Funnel chart - Leaderboard - Mobile CRM experience - Deal stages monday sales CRM integrates with most sales apps and tools to ensure work is done as efficiently as possible.

How do you position yourself against your competitors?

Here’s how monday CRM is unique:
1. Customize with ease. From your pipeline stages to dashboard displays, customize every aspect of your CRM without code or IT help.
2. You can easily integrate, automate, communicate, forecast, and create reports.
3. Enjoy the monday.com platform capabilities to go beyond sales: legal, finance, post sales, customer management, and more.


Seller Details
Company Website
Year Founded
2012
HQ Location
Tel Aviv
Twitter
@mondaydotcom
41,153 Twitter followers
LinkedIn® Page
www.linkedin.com
2,916 employees on LinkedIn®
Ownership
NASDAQ: MNDY
Description

monday.com is a software company that gives anyone the power to build and improve how their organization runs. monday.com Work OS is a platform that intuitively connects people to processes and systems, empowering teams to excel in every aspect of their work while creating an environment of transparency in business. monday.com has offices in Tel Aviv, New York, San Francisco, Miami, Chicago, Boston, Austin, Houston, London, Kiev, Sydney, Melbourne, São Paulo, and Tokyo. The platform is fully customizable to suit any business vertical and is currently used by over 180,000 customers across over 200 industries in 200 countries.


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monday CRM Integrations

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Verified by monday CRM

Recent monday CRM Reviews

DA
Darien A.Mid-Market (51-1000 emp.)
5.0 out of 5
"Adaptable and Fantastic Fit"
The ability to customize almost everything is extremely helpful for personal preference and fit for a myriad of functions. I use it for personal t...
CH
Christopher H.Mid-Market (51-1000 emp.)
5.0 out of 5
"I'd heroically defend Thermopylae with Monday.com and 3 Spartans. And we'd win."
Want to manage one or more internal teams effectively, but drowning under the weight of scheduling, time tracking, reporting, briefing, and managin...
HB
Heather B.Small-Business (50 or fewer emp.)
5.0 out of 5
"Monday is a life saver!"
Monday makes it easy to track everything about the projects I manage. It allows me to make notes of conversations and keep track of follow-ups whil...
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918 monday CRM Reviews

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918 monday CRM Reviews
4.6 out of 5
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4.6 out of 5

monday CRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for monday CRMQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
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PM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about monday CRM?

Monday.com stands out in so many areas when compared to other programs that I am familiar with ( Salesforce, Netsuite, MongoDB, Capsule, ZOHO) Picking from the bucket of what I like best isn't all that difficult. What Monday.com offers is a solution to intricate use cases with its completely flexible platform. Monday.com has a grasp on what they do best and offers integration solutions where at first glance they may appear thin. This direction makes for a powerhouse of a workspace solution. I mean I don't even know what to call Monday anymore other than our " One Stop Shop" after building out our companies workflow, It handles our Sales Pipeline, Customer as resources, Document organization, Internal Communications, plus allowing ease of use for entering over 300 data points with dropdown statuses, Custom Formulas, and user-tailored views. Its become our mothership, Tieing a plethora of Sass programs into a central, auditable location.

There is no way for me to answer this question without giving insight into their marvelous customer service. The cadence and attitude they present you with upon asking even the most time-intensive questions is exhilarating! This team is on fire and has been a driving force in developing such an incredible system for us. They bring a new standard to customer service that I just do not find outside of the diligent team at Monday.com

If your a big or small fish or shark, Monday.com is the ocean you want to be swimming in. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Here is the skinny... You can not grow as much as Monday.com has without having a few pain points. Granted we are not a typical use case and I feel that our shortlist continues to shrink as the Monday.com community grows. To show some more credibility here I am going to be upfront, here are the big two of that shortlist.

1. The API V2 is young and still lacking a few key endpoints for our flow. I have faith in the direction they are taking V2 and just recently the top 2-3 items were just added. Would I have loved to have those features at the beginning of our build...Absolutely, am I just as happy to have them now...Yes! If you have even close to a standard CRM use case go ahead and throw this concern out, you will be in good hands.

2. "A horizontal look on life" - If you have taken the first look into Monday.com you probably noticed that most views of your data are horizontal. There are plenty of tools in place to expand and narrow your field of view but not so much in terms of a more vertical data entry approach. Some of our "Boards" contain a large number of columns which causes some unwelcome scrolling by certain users. With the new release of the "Apps Marketplace", I can see a solution for this on the horizon.

I highly recommend becoming apart of the Monday.com Community, I am learning daily from other users that continue to shorten this list. Review collected by and hosted on G2.com.

Recommendations to others considering monday CRM:

First and foremost, take a deep dive into the Monday.com community. This has been my Bible for our build and is a great resource for expanding Ideas and learn from others' mistakes. It's very well monitored and you will definitely find some goodies in there.

If you have some other programs that you want deeply tied into your system, look into Integromat.com as a possible solution. The community of no code API usage is pretty strong and the Monday.com modules in Integromat are kept up to date. Marrying these two has opened the door to so so many possibilities.

Hang on, Monday.com is going to take you for a ride. It seems like each week there is something new! They are very transparent about their changelog, and to date, all changes and add- ons have had no negative effect on our workflow. Keep an eye out for things to come.

Webinar, after webinar! Join them all. They are honest, fun, and constant. Every user that I have pointed to the webinars has come back with a better outlook on Monday.com and a new snippet to share. I in fact am due for a check-in even though I consider myself an experienced user. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

The Insurance adjusting Industry has a few industry-specific programs that tend to be outdated, unflexible, and honestly a little boring. Monday.com has allowed us to expand outside of those typical programs and increase our user's experience. In every key aspect that "off the shelf solutions" offer, our team's needs have been exceeded with Monday.com. Instead of trapping ourselves in the past, we are now carving a clear path out and into the world of technology. We have transformed the way our remote teams work, from a more individual approach to a team (pod) approach. Without the communication and transparency tools that monday.com supplies we would not be able to make this transition and in turn expand our workload 2-3X. As a CTO, keeping track of our user's experience is key. The pain points caused by an unflexible CRM cause for offsite solutions muddying the " One Stop Shop" feel. With Monday.com integrations, automation, and API V2, when a user unveils a pain point I have the comfort of knowing there is going to be a solution without looking too far.

Depending on how you build you can obviously take different approaches. Before Monday.com transparency for both upper and lower levels was a complete disaster. Monday.com has broken down walls and let the light shine through. Not in the way that an end-user is blasted with too much to stay on top of things, but tailored to their needs.

Another insight into problem-solving with Monday.com is for project management with external sources and cotractors. Monday.com nailed the ability to share "boards" with others ( external) to stay on top of things. Whether that be a custom " update me form" to full-blown Gaant boards you can easily give and get without going offsite. Review collected by and hosted on G2.com.

JH
Student Mentor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about monday CRM?

Integrations with Ads ang Gmail, super easy to use! Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Nothing yet.................................. Review collected by and hosted on G2.com.

Recommendations to others considering monday CRM:

Awsome software all in one, easy to use and great support Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

CRM of my sales funnel and reviews of the work of employees Review collected by and hosted on G2.com.

SD
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about monday CRM?

Monday.com serves as a centralized system, in one capacity or another, for every department! Pair that with sure-fire automations and integrations, my company has saved thousands of dollars, and hundreds of hours using monday.com as a team. Monday is our vendor CRM, HR ATS, Accounting Ledger, Creatives project workspace, our everything. We even automated and ran Virtual Trivia Night all through monday.com. It's like custom software for almost any scenario. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

A few integration apps are too simple and don't serve a wide base of uses and issues that they could. This becomes a greater challenge now that the company is moving and building heavily onto our monday.com account and as we do so, we sometimes feel limited by the app integrations. Maybe we expect too much? There are custom apps being released, and we're even considering hiring a developer to make custom apps for our use-cases, but some integration 'app-recipes' should be standard! Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

Reporting has been a major hurdle that we've tackled in 2020. When every department/team actively uses monday.com, then the boards and the numbers ($) are reliable and easy to digest. When it's time for monthly (and annual) reporting, the preset views are all we need to run a report and move on with our week. With all of the new apps coming out, reporting is becoming a powerful tool and massive time saver. In addition to just one use-case (reporting), the HR Department has been able to build boards that replace thousands of dollars worth of brand name HR software, and it's custom tailored to us! Review collected by and hosted on G2.com.

JB
Quu Inc. Customer Success Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about monday CRM?

Very easy to use, and I can export any of my information that I may have submitted with ease. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Nothing, it is apparent. I also like the daily updates. Review collected by and hosted on G2.com.

Recommendations to others considering monday CRM:

It has everything you need for a small to medium-sized company. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

We needed an easy CRM within different departments. Not only can I read my notes and add spreadsheets, but my colleagues can easily access my information that they may need as well. Review collected by and hosted on G2.com.

Verified User in Retail
AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about monday CRM?

Love the way that we can define our own workflows in the system enabling us to utilise the platform for multiple business needs such as Task & Project Management, HR & recruitment, CRM & managing expiring certifications.

Monday.com support is fantastic and they take customer feedback very seriously and implement it into new/upgraded features regularly. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

The platform has limitations on limiting user permissions by 'pulse,' so if a board has some sensitive data, it can't be shared at all without all pulses being (at least) visible to the user. Due to this, boards can't always be shared across teams leading to requiring extra boards for task management. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

We manage projects & tasks, customers, HR & Recruitment and expiring certifications. Monday.com really streamlines our workflows and enables us as a team to efficiently manage business requirements. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about monday CRM?

I love how simple it is to create a workspace and invite colleagues to join me in supporting our client base Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

I truly don't have many dislikes. Every now and then my workspace on the app isn't updated on the web portal. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

Monday allows my to embed custom work schedules and project updates directly to my client database/crm Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about monday CRM?

Very good organizational ability and full control and monitoring of all systems in the office - we are much more sufficient and know much more Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Items cannot be hidden

There's nothing else I do not like Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

CRM

Tasks

work programs

Control and monitoring Review collected by and hosted on G2.com.

Verified User in Management Consulting
AM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about monday CRM?

For team based tasks, ESP during work from home life, or where team members are physically spread out - the integrations between outlook, slack and monday make things feel seamless Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Would have very little negative to say, honestly. We would love to use Monday to replace our current CRM, but have not yet figured out how best to do or, if our requirements may be able to be met with MOnday. Review collected by and hosted on G2.com.

Recommendations to others considering monday CRM:

For anyone task-based - DO IT! It has changed our world entirely from initial onbboarding (using Monday to walk people through all the Admin and Paperwork) to day to day project management, and time tracking. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

Communication lags, being unclear what someone is working on in a given moment, avoid hoards of emails to keep track of tasks vs. quick responses on Monday items Review collected by and hosted on G2.com.

Verified User in Chemicals
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about monday CRM?

The flexibility to customize boards as desired. Customer service is insanely fast. Monday.com is the swiss army knife of workplace management software. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Occasional glitches. Not a complete CRM. Takes creativity to accomplish many of the things we use it for. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

Lead Organization, Customer Onboarding, Tracking Equipment Orders, Accounting Management, Employee Onboarding, Customer Service Scheduling, To-Do List Management, Marketing Team Management, Project Management Review collected by and hosted on G2.com.

AM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about monday CRM?

I love the visual of the different boards. I appreciate that I can create different board views (i.e. Kaban, calendar, etc). Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

I don't like that I can't make groups on one board display differently. I'd also like to track status by column and not across the whole board. I'd also like if status updates were more discoverable. Review collected by and hosted on G2.com.

Recommendations to others considering monday CRM:

Not quite a CRM, so I would use if you need a visual representation of your business processes and need to keep track of lots of moving pieces. I didn't use all possible features, so I can't speak further than my own experience. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

I was solving the issue of tracking onboarding for clients on software. I liked that I could see all the steps from purchase to go live, I liked being about to tell at a glance who was where in their onboarding process and the ability to assign specific tasks to individuals. Review collected by and hosted on G2.com.