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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User Sentiment About monday sales CRM
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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.
Visual interface and the ease of setting up automated workflows without needing IT support. Also like integration with email tools allows our reps to stay within one platform without losing context.
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.
I dont like to much the advanced reporting features and deep analytics to be complex to set up initially and also pricing structure for small teams can be a bit steep as you scale and need more automation actions.
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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. - 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. - MANAGING DIRECTOR<50M USDTelecommunicationReview Source
Monday.com changed our sales function - for the better
Monday.com CRM has been revolutionary for us. We entered into the CRM market and demo'd quite a few options, but nothing quite hit the mark. We decided to give monday.com, a go, and their CRM function was incredible - it saves us time, helps us to convert more, and ultimately gives us the ability to understand our sales function much better.