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What Is monday CRM?

Use monday CRM to manage and analyze your client outreach and sales pipeline more efficiently. Centralize customer and lead communication, utilize advanced reporting features to make data-driven decisions and sharpen your sales strategy, and save valuable time by automating repetitive work. Easily integrate monday sales CRM with your existing tools, improving teamwork through an easy-to-use, collaborative platform.

Who Uses monday CRM?

Best for small-mid businesses, monday CRM is a fully-customizable no-code CRM that centralizes your sales & client communication.

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Reviews of monday CRM

Average score

Overall
4.7
Ease of Use
4.7
Customer Service
4.6
Features
4.5
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
74%
4
24%
3
1%
2
1%
Zac
Zac
President / CEO in US
Verified LinkedIn User
Apparel & Fashion, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

A great all-in-one CRM and project planning software.

5.0 2 years ago

Comments: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Pros:

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Cons:

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

Amanda
Amanda
Human Resources Generalist in US
Verified LinkedIn User
Hospital & Health Care, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

It is a great tool to control our sales efforts of all kinds

4.0 9 months ago

Comments: It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.

Pros:

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

Cons:

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

Charleotte
Senior HR manager in US
Information Technology & Services, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

The Ideal and Epochal CRM tool that we love.

5.0 last month New

Pros:

The software has a very easy to use interface. It offers us with a 14 day trial after our purchase. It is very easy to centralize all our customers communication via email. Easy to organize marketing campaigns thus improving our ROI.

Cons:

For the time we have used the software no dislikes.

Dana
CRM Consultant in UK
Hospitality, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

It feels like a CRM but it doesn't behave like one

2.0 2 years ago

Comments: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.

Pros:

I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.

Cons:

It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.

Verified Reviewer
Verified LinkedIn User
Marketing & Advertising, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Outstanding CRM/PM tool for matrix organisations

5.0 2 months ago

Comments: Excellent
Its a great tool to make your PM and AI driven work

Pros:

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

Cons:

1. Expensive a bit 2. Turn around time for support is 3-5 days