monday CRM Reviews & Product Details

I absolutely love the emails and activities feature of monday CRM, which automatically tags emails to clients and leads, making tracking incredibly efficient. This automation, combined with the AI features, helps me extract crucial information like follow-up dates and important details effortlessly. The Workflow Center is another standout feature, offering enhanced automation akin to having if-this-then-that statements that propel my work forward and prevent stagnation, ultimately saving both time and money. In my role as both a freelancer and Director of Sales, these features significantly boost my productivity by keeping communications streamlined and organized. Additionally, despite using it for both individual and team purposes, the initial setup was straightforward due to my extensive experience with monday products, making integration seamless. Review collected by and hosted on G2.com.

I find the quotes and invoices feature of monday CRM lacking. I wish it had the ability to automatically pull in products from the deal. For instance, if I have a column or subitem for each product associated with a deal, I want the quotes tool to recognize and utilize that data. Currently, I have to start from scratch when using this tool, which is inefficient. Review collected by and hosted on G2.com.

I love that monday CRM is highly customizable, which allows it to adapt to the specific needs of any company. This is especially valuable because it offers me the flexibility to adjust the information of each contact according to the focus and needs of my organization, which is dedicated to market research. The ability to add fields and separate by types of methodologies is essential for our workflow. Additionally, I find that the initial setup process is relatively user-friendly, which facilitates integration into our daily operation. Review collected by and hosted on G2.com.

One of the things I dislike about Monday CRM is the lack of proper restrictions or locks, which allows contacts to be deleted by any user. This can pose a security issue or inadequate information management. Additionally, I find that making adjustments from scratch, especially when customizing contact rules, can be complicated and not as intuitive as would be ideal. Review collected by and hosted on G2.com.

I like the templates that were created and provided at start up. The software is intuitive and easy to work with.

Being able to import the contacts from our ERP system into monday was very useful. Review collected by and hosted on G2.com.

The fact that every user is a paid seat. I wish there were tiers for the different levels of users. People who do the bulk of the work pay a higher tier, people who just change a status, etc would be a lower tier.

In the dashboard view, I don't like that we can't use formulas to display numbers. There are also other limitations like data populated by other boards don't always work well. Review collected by and hosted on G2.com.

I really like how intuitive and easy monday CRM is to use – it’s very visual and straightforward, so our whole team can jump in without much training. I love that we can all collaborate in real time, track every stage of our leads and clients, and see at a glance who’s responsible for what and what’s coming next. The custom boards, automations and updates keep everyone aligned, reduce back-and-forth messages, and make it much easier to stay on top of our pipeline. Review collected by and hosted on G2.com.

The only downside for me is that I feel the CRM has a lot more potential than we’re currently using, and we’re probably just scratching the surface with the basic features. I wish I had deeper knowledge of the more advanced tools, especially around integrations and more complex automations. I guess I would love to see more step-by-step guides to help unlock that extra functionality. Review collected by and hosted on G2.com.

What I appreciate most about Monday.com is how easy it is to keep everything in order. Implementing it into my existing routine and using some of my current programs was very helpful/ It helps me keep track of leads and follow-ups so nothing slips through the cracks, and all my customer information is in one place instead of scattered across different apps. With easy integrations and clear prioritization, I can focus on the most important tasks and manage relationships more professionally, saving time and reducing the stress of juggling everything manually. For a while, I was using it multiple times each day. Review collected by and hosted on G2.com.

The main downside for me is the cost. Monday.com does a lot, but the price can feel steep when you’re just trying to stay organized without blowing your whole budget on the tool that helps you stay organized. Review collected by and hosted on G2.com.

It works with you by offering customisation and automations to streamline tasks and make using a CRM easy and efficient. It's easy to implement and Monday.com are always available to help if there is a problem. We use it everyday in combination with our other software to get the most efficiency out of our sales and client account management processes. Review collected by and hosted on G2.com.

It can be slightly too customisable sometimes and the Outlook integrations aren't always helpful if you're managing multiple contracts with one contact. Review collected by and hosted on G2.com.

Monday CRM stands out for its simple and visual design that helps teams stay organized and connected. You can easily manage leads, contacts, and projects in one place while seeing progress in real time. The system allows you to create custom boards that fit your workflow, making it easy to track churches, partners, or events without getting lost in complicated tools.

It also offers strong collaboration and automation features that save time. Team members can comment, tag each other, and share files directly on each board. Automated reminders and email integrations help ensure nothing falls through the cracks, while dashboards give quick insight into performance and outreach efforts. Review collected by and hosted on G2.com.

Monday CRM can get costly if your team needs more features or extra users. Some people find the mobile app less smooth than the desktop version. Review collected by and hosted on G2.com.

I find monday CRM extremely valuable for its flexibility and customizability. The ability to build custom boards tailored to my specific needs allows me to organize and collaborate effectively. These custom boards are particularly beneficial in managing my pipeline, ensuring that I can keep track of various tasks and projects effortlessly. The platform's overall adaptability means I can mold it according to my workflow preferences, which greatly enhances my productivity. Additionally, I found the initial setup of monday CRM to be easy enough, allowing me to quickly integrate it into my daily operations without complications. Overall, the system offers a high degree of personalization that supports my organizational requirements. Review collected by and hosted on G2.com.

I find the limitation of column features in monday CRM quite challenging. Specifically, the lack of automation for formula columns is a significant drawback for my workflow. Additionally, the automations for mirrored information are lacking, and mirror columns do not offer the same features as other columns, which restricts their utility and effectiveness in managing data. Review collected by and hosted on G2.com.

I appreciate that monday CRM was very easy to set up, which saved me time when transitioning from a multitude of Excel files to a more manageable system. The process of uploading Excel files and merging data was straightforward, enabling me to build a comprehensive view of my customer base efficiently. I find the platform's adaptability particularly valuable, as it's super easy to continue evolving it to meet my specific business needs as well as the requirements of different teams within my company, such as the support and marketing teams. The capability of adding features and columns seamlessly to tailor the CRM to our needs is incredibly useful. Additionally, I enjoy using the mobile version of the CRM, as it allows me to quickly add call notes on the fly using voice notes. Overall, these features make monday CRM an integral part of my business, providing a reliable source of truth for managing customer data. Review collected by and hosted on G2.com.

I find it frustrating that the mobile version of monday CRM does not allow for the editing of voice notes. This limitation means I have to wait until I am in front of my desktop to make any necessary edits or correct typos. Review collected by and hosted on G2.com.

I appreciate the versatility of Monday CRM, as it allows us to integrate all our departments into a single interface. This centralization simplifies operations by providing effective reporting to manage workflows efficiently. The mass email feature is a convenient tool for reaching out to clients and makes communication much easier, as it's already built into the program. Furthermore, I find the system easy to train on due to its simplicity, which enables rapid onboarding for most people. The ease of visualization and workflow reengineering without the need for extensive external consultation has vastly improved our company's adoption of the system. It helps not only with client relations but also enhances internal workflows and staffing processes. Additionally, Monday CRM offers a cost-effective solution compared to Salesforce, as it eliminates the need for consultants and allows us the flexibility to create new workflows from scratch without any significant external assistance. Review collected by and hosted on G2.com.

I would like the email features in monday CRM to be far more robust. The emailing out of cases is not as effective as it could be. We currently use a workaround to manage emails by publishing them within a case, like a note, but this is one of the biggest barriers. Additionally, implementing network workflows on the back end requires different modules, which in turn require more licenses. Overall, the email feature is the most frustrating aspect for me. Review collected by and hosted on G2.com.