Overview
Product Information on monday sales CRM
What is monday sales CRM?
monday sales CRM Pricing
Overall experience with monday sales CRM
“Easy-to-use and Highly Customizable CRM that Streamline Sales Workflows”
“Modern Interface but Lacks Essential CRM Features and Intuitive Integration”
About Company
Company Description
Monday.com, operating from several global locations, focuses on empowering organizations with its Work Operating System, a platform that enables the design of customized work management tools and software applications. Based on a low code-no code framework, the system aids businesses in creating an efficient and transparent working environment by seamlessly connecting individuals with processes and systems. It fosters team performance across various functions. The platform, flexible to fit any business model, is deployed across diverse sectors and geographies.
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monday sales CRM Likes & Dislikes
What I like most is that it is so simple but at the same time powerful. The automations in this CRM have helped me save a lot of time. I don't have to manually update the stages and send some reminders because it's automatic.
1. Modern user interface. 2. If you use monday.com work management, you can probably figure out the CRM tool. 3. The tutorial space is well designed-there is a board at setup that has to-dos to help you get started.
API, and customize your data model.
I think the thing that needs improvement is the reporting features. While the dashboards are helpful, I sometimes wish that there were more advanced options for analytics or that I could customize reports.
1. Poor integration quality-fields do not map to email marketing services like Mailchimp which should be a given for a CRM. 2. The setup is not intuitive-there is no standard setup for the boards, so each one looks different and you have to reorient each time. 3. The work management setup just doesn't hold well for a CRM.
Monday is a great task manager with CRM features, we lack some features as: central inbox for emails, linking emails to deals (only relevant emails not all emails from the contact or the company) and finally the chrome extension was subpar, sometimes it didn't work as expected.
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monday sales CRM Reviews and Ratings
- BUSINESS DEVELOPMENT ASSOCIATE50M-1B USDSoftwareReview Source
Easy-to-use and Highly Customizable CRM that Streamline Sales Workflows
My experience with this CRM has been truly exceptional. It has made managing my sales pipeline much more organized. I like how everything is laid out visually and that it makes it easy to track my leads, my follow ups and my opportunities in one place. It’s also user-friendly and flexible so I can set it up the way that works for me. - CHIEF DATA OFFICER<50M USDIT ServicesReview Source
Customizable CRM Features Stand Out While Email Integration Remains Problematic
Monday is one of my favorite tools, so the idea of having a task manager and a CRM in the same environment was very attractive. The CRM has all the features one can expect, the room for customization and its powerful API are some of the features that made me decide on Monday. The downside is that we couldn't manage to get an alert system to notify users when a new email has arrived. Additionally, emails sent and received can be linked to a deal, but it is not possible -or at least is not user friendly- to filter out all other emails sent by the deal contact realted to other deals. The pricing structure was complicated. All the teams used the task manager module, but only the sales team used the CRM module. In order to enable communication between modules, we had to subscribe to both modules for all teams I'm sure that these needs are not relevant for other businesses, but in our case they were a decisive argument to look for other solution. - Business Development Associate<50M USDSoftwareReview Source
A highly flexible and intuitive CRM that empowers sales teams through automation
Monday sales crm, has significantly transformed our sales workflow. The platform ability to centralize lead management and provide real time visibility into our pipeline has improved our team's productivity and decision making speed-. - BUSINESS DEVELOPMENT ASSOCIATE50M-1B USDMiscellaneousReview Source
Partner Teams Find Monday.com Easy to use and customizable
Our Sales uses Monday.com to track all partner deals. They track important dates, when are meetings and calls scheduled as well as who is working on which deal. - SYSTEMS ADMIN50M-1B USDSoftwareReview Source
Simple Lead Tracking with Organizational Features
Monday Sales CRM is easy to use and helps keep opportunities and sales tasks organized.