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At a Glance
Market Segments
Mid-Market (39.5% of reviews)
Small-Business (78.6% of reviews)
Entry-Level Pricing
No pricing available
$12.00 Per Month
Board
Star Rating
(320)4.4 out of 5
Market Segments
Mid-Market (39.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Boardmonday CRM
Star Rating
(1,075)4.6 out of 5
Market Segments
Small-Business (78.6% of reviews)
Pros & Cons
Entry-Level Pricing
$12.00 Per Month
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Board excels in Sales Performance Features, particularly in Revenue Planning and Account Scoring, with scores of 9.3 and 8.7 respectively, indicating a robust capability in managing sales strategies effectively.
- Reviewers mention that monday CRM shines in Ease of Use and Ease of Setup, scoring 8.9 and 8.5 respectively, making it a preferred choice for small businesses looking for a user-friendly interface and quick implementation.
- G2 users highlight Board's strong performance in Forecasting - Supply Chain Planning with a score of 9.3, which is particularly beneficial for organizations needing advanced analytics for supply chain management.
- Users on G2 report that monday CRM offers superior Customer Support, with a consistent score of 8.6 across various support features, ensuring users receive timely assistance and resources.
- Reviewers say that Board's Data Governance features, scoring 8.4, provide a comprehensive framework for managing data integrity, which is crucial for larger organizations with complex data needs.
- Users mention that monday CRM's Customization capabilities, with a score of 8.6, allow for tailored workflows and dashboards, making it adaptable to various business processes and user preferences.
Pricing
Entry-Level Pricing
Board
No pricing availablemonday CRM
Basic
$12.00
Per Month
Organize all your team’s leads, contacts, & deals
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
Free Trial
Board
No trial information availablemonday CRM
Free Trial is available
Ratings
Meets Requirements
8.8
273
8.6
780
Ease of Use
8.5
272
8.9
810
Ease of Setup
7.9
127
8.5
600
Ease of Admin
8.1
119
8.9
460
Quality of Support
8.6
266
8.5
692
Has the product been a good partner in doing business?
8.8
119
8.9
454
Product Direction (% positive)
9.3
269
9.3
758
Features by Category
Sales Force Automation
Not enough data
8.5
529
Not enough data
7.8
463
Not enough data
8.5
528
Not enough data
8.8
563
Not enough data
7.6
435
Not enough data
8.3
485
Not enough data
7.7
439
Not enough data
7.5
442
Not enough data
7.9
469
Marketing Automation
Not enough data
7.5
452
Not enough data
7.7
449
Not enough data
8.6
518
Not enough data
7.5
426
Customer Support
Not enough data
8.2
464
Not enough data
7.8
402
Not enough data
8.2
427
Not enough data
7.0
386
Not enough data
7.8
440
Reporting & Analytics
Not enough data
8.3
495
Not enough data
8.7
550
Not enough data
7.9
453
Mobile & Social
Not enough data
7.8
373
Not enough data
7.2
337
Not enough data
7.7
461
Platform
Not enough data
8.7
511
Not enough data
8.7
502
Not enough data
8.6
514
Not enough data
8.1
436
Not enough data
7.6
386
Not enough data
8.0
469
Not enough data
8.5
498
Not enough data
7.8
432
Integration
Not enough data
8.2
467
Not enough data
7.9
415
Not enough data
7.9
406
Generative AI
Not enough data
7.1
304
Agentic AI - CRM
Not enough data
7.1
53
Not enough data
7.3
53
Not enough data
7.3
51
Not enough data
7.2
53
Not enough data
7.1
52
Not enough data
7.0
52
Not enough data
7.0
52
Reports
8.7
211
|
Verified
Not enough data
8.4
203
|
Verified
Not enough data
8.6
211
|
Verified
Not enough data
8.4
199
|
Verified
Not enough data
8.7
208
|
Verified
Not enough data
Data Preparation
8.6
60
|
Verified
Not enough data
8.3
56
|
Verified
Not enough data
Data Modeling and Blending
8.3
59
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.2
57
|
Verified
Not enough data
Generative AI
6.7
13
Not enough data
7.1
12
Not enough data
Agentic AI - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Self Service
8.5
207
|
Verified
Not enough data
8.5
208
|
Verified
Not enough data
8.6
201
|
Verified
Not enough data
8.5
204
|
Verified
Not enough data
8.5
196
|
Verified
Not enough data
8.4
184
|
Verified
Not enough data
Deployment & Integration - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics
8.5
168
Not enough data
8.7
197
|
Verified
Not enough data
8.5
173
|
Verified
Not enough data
Performance & Scalability - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics & Modeling - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI Capabilities - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Personalized Intelligence - Analytics Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
8.2
93
|
Verified
Not enough data
8.6
96
|
Verified
Not enough data
8.2
76
|
Verified
Not enough data
8.2
69
|
Verified
Not enough data
Merchandise
Not enough data
Not enough data
Reporting and Analytics
8.6
39
Not enough data
8.2
39
Not enough data
8.6
39
Not enough data
9.1
38
Not enough data
8.9
39
Not enough data
Assortment Planning and Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
8.7
9
Not enough data
Feature Not Available
Not enough data
9.1
9
Not enough data
8.7
9
Not enough data
Warehouse Management
8.9
9
Not enough data
9.3
9
Not enough data
9.4
8
Not enough data
8.8
8
Not enough data
Collaborate
8.6
19
Not enough data
8.5
18
Not enough data
Logistics
7.9
17
Not enough data
8.5
17
Not enough data
8.6
18
Not enough data
Budget Creation
8.5
48
Not enough data
8.3
48
Not enough data
8.3
47
Not enough data
8.0
47
Not enough data
8.0
44
Not enough data
8.5
49
Not enough data
Budget Management
8.2
48
Not enough data
8.4
47
Not enough data
8.4
48
Not enough data
Forecasting
8.3
50
Not enough data
8.4
45
Not enough data
8.1
43
Not enough data
8.3
46
Not enough data
5.5
34
Not enough data
Analytics
8.0
47
Not enough data
8.0
46
Not enough data
7.8
44
Not enough data
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reconciliation
8.2
25
Not enough data
8.3
25
Not enough data
7.5
26
Not enough data
Reporting
8.0
27
Not enough data
7.4
27
Not enough data
8.5
27
Not enough data
Closing Process
7.2
25
Not enough data
7.6
24
Not enough data
8.2
25
Not enough data
AI - Financial Close
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Planning
8.7
49
|
Verified
Not enough data
8.6
54
|
Verified
Not enough data
8.5
51
|
Verified
Not enough data
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Insight
8.7
135
|
Verified
Not enough data
8.6
133
|
Verified
Not enough data
8.7
135
|
Verified
Not enough data
Data
8.6
135
|
Verified
Not enough data
8.5
135
|
Verified
Not enough data
8.6
136
|
Verified
Not enough data
8.5
133
|
Verified
Not enough data
Status Communication
8.6
114
|
Verified
Not enough data
8.6
129
|
Verified
Not enough data
8.6
113
|
Verified
Not enough data
8.5
121
|
Verified
Not enough data
Visibility
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Delivery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Network Management
Not enough data
Not enough data
Not enough data
Not enough data
Performance
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Retail Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Mobile
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Retail Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Performance Features - Sales Planning
8.8
11
Not enough data
9.5
11
Not enough data
9.1
11
Not enough data
8.9
11
Not enough data
9.6
12
Not enough data
8.8
11
Not enough data
9.2
12
Not enough data
Territory Management - Sales Planning
8.5
11
Not enough data
8.2
11
Not enough data
Quota & Capacity Management - Sales Planning
8.3
10
Not enough data
8.6
11
Not enough data
8.6
11
Not enough data
Agentic AI - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Performance Management
Not enough data
7.0
28
Not enough data
6.8
28
Not enough data
6.7
27
Incentives
7.6
13
7.3
214
7.4
13
7.7
230
7.5
12
7.5
208
7.7
13
7.7
220
Personalization
7.5
14
8.2
257
8.9
12
8.2
244
8.2
13
8.8
273
8.8
12
8.6
245
Administrative
8.6
14
8.1
252
8.2
13
8.2
244
7.5
12
7.7
198
Agentic AI - Email Tracking
Not enough data
7.3
23
Not enough data
7.5
23
Not enough data
7.5
23
Not enough data
6.9
23
Not enough data
6.7
23
Not enough data
6.8
23
Not enough data
7.2
23
Analytics
Not enough data
8.1
166
Not enough data
7.9
142
Not enough data
Feature Not Available
Customizations
Not enough data
8.2
184
Not enough data
8.2
93
Not enough data
8.5
188
Not enough data
7.9
87
Not enough data
8.2
184
Generative AI
Not enough data
7.4
131
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Statistical Tool
8.5
112
Not enough data
8.6
113
Not enough data
8.6
113
Not enough data
Data Analysis
8.9
117
Not enough data
8.8
119
Not enough data
Decision Making
8.7
117
Not enough data
8.8
120
Not enough data
8.8
121
Not enough data
8.7
116
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Board and monday CRM are categorized as Sales Performance Management
Unique Categories
Board is categorized as Analytics Platforms, Supply Chain Visibility, Budgeting and Forecasting, FP&A (Financial Planning & Analysis), Financial Close, Predictive Analytics, Demand Planning, Sales & Ops Planning, Supply Chain Planning, Retail Analytics, Retail Assortment Planning, Retail Intelligence, and Sales Planning
monday CRM is categorized as Email Tracking and CRM
Reviews
Reviewers' Company Size
Board
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
monday CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
9.0%
Computer Software
7.6%
Retail
5.0%
Financial Services
4.3%
Chemicals
4.3%
Other
69.8%
Marketing and Advertising
12.1%
Information Technology and Services
7.6%
Construction
4.8%
Computer Software
4.7%
Real Estate
3.9%
Other
66.9%
Discussions
Board has no discussions with answers
Can I use Monday.com to set-up an online application or a questionnaire for my external clients?
1 Comment
MY
Yes. Easy to do.Read more
What is monday sales CRM used for?
1 Comment
PK
Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management...Read more
monday CRM has no more discussions with answers
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