monday CRM Reviews

Great software overall, with an intuitive UI and a great level of customization. The automated emails seemed to be a very useful feature, but I didn't get to use them fully. Customer support is really good. Unfortunately, I had to change to HubSpot because my team was used to this one and was complaining about making them change it. Had to listen to them this time.

Nothing to dislike really. I want to give it a second chance, for another project that will come up in the next 2 months, with a new team.

Getting started with Monday is easy and if you ever get stuck, you can rely on the Monday support staff to help you set up your dashboard to meet your company's needs best. I have used Monday for over 3 years and keep finding new gems to help me manage my small business. Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations is HUGE and a big time saver!

I had to think about this and honestly cannot think of anything this product is missing. At one point I was having a problem retrieving some client tasks I accidentally deleted but once I contacted customer support they helped me find where I needed to go to reinstate the files. When deleting you are asked if you are SURE you want to delete and another allows you to undo it while it is deleting. Luckily, there is another option to locate deleted records IF you miss both of these options. LOL! Support had to help me find it but it was there!

This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information. I would highly recommend this product.

It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.

I love the CRM system. It's easy to use and helps my team to keep track of our daily tasks and projects.

Sometimes software can be buggy. For example, there were several system outages within the last few months that delayed team productivity.

Customization. Automations. Ease of use once we finished setting it up. Ongoing support and new features.

Can be a steep learning curve during set up.

I really like how I can segregate leads within my sales pipeline by lead source. It is important to me to be able to know which lead and referral sources are helping grow my business and which are not. As well, we provide maintenance service and we are able to use a workflow board that helps us keep track of which clients have or have not received maintenance each week or month, depending on the SLA.

The only thing that I would change would be to have a dedicated integration with Gravity Forms so that I can easily map form fields from my website forms to my sales pipeline. The is a Zapier connection, but it doesn't allow for field mapping, only pushing in complete information for a submission.

The easy setup and creation of different boards for our pipeline and future lead management. Easy to use and to track. Very user friendly even for our team that is not so user friendly with this type of software

Terms are sometimes difficult to understand, like sort... not sure what it does until we play around with it and realize that we can alphabetically sort our lead board... email integration is difficult with chrome. That is why we don't use it yet.

What I like most is the UI. It's extremely intuitive, gorgeous looking, and promotes a feeling of productivity and ultimate entrepreneurship. Its automation software is also brilliant saving loads of time on many fronts.

The pricing is a little high. I currently pay about $100 for 2 people and would love to see that come down to somewhere in the $30-$50 per month range. Also, the mobile app is a bit redundant in my opinion. I've never found myself going to the app for anything other than to find something on the run.

We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place.

The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not...

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Since moving to Monday.com it has taken little effort to turn my team into experts in the platform. We are finding new ways everyday to improve the system through the collaboration across the entire team.

There is a few minutes delay between actioning something and it being picked up through an automation or elsewhere in the system.

The ability to segment data and great visualization of that segmented data. Loved the ability to create custom dashboards.

I would love the ability to view the dashboards on our digital signage displays using a URL.

Visually easy to see and read, love seeing status and amount in each stage / bucket

We are having some issues with the dashboard reporting, the dates in the beta version don't allow filtering for all metrics

It's easy to use and it actually works for us! There are so many products that have maybe one or two features we need but it wasn't until Monday that we could get everything we need in one place.

Honestly, it's just that it can get a little overwhelming because there are SO many things you can do. I want to spend so much more time customizing and optimizing it but I feel like that venture will never end.

I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it!

The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now!

I love the easy of the integrations and automations

More in-depth training videos would be great. Other than that I haven't found anything I do not like

The automation and how we can take items from other boards and fit them all onto one board. Then when you or the client updates information it syncs across the boards. We use this for our Level 10 meetings and NNL to keep the team all moving in the same direction.

Cannot single out a row, we can only single out a column. Cannot do a lookup function i.e. go find this word and pull the data from this row.

Our office needed a virtual management software for processes that we're even created yet. The ease of transformations in Monday make changing processes and items simple - often times, just click and drag! It makes creating and then re-working things straight forward.

The only complaints I have are that the automations aren't always reliable and when they don't work you don't really know it.

Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great.

the application can be slow sometimes, having multiple boards open at the same time would be key

Hi there. Thanks so much for taking time to leave a review and for providing us with your feedback.

It's one of the more robust project management tool, I've worked with so far. Monday's Paid Plan really has everything you need, and MORE than you'll ever need if you run a small company or a personal project. Very color and very fun.

The freemium plan is very bare and quickly becomes "working to manage work" rather than making worth and collaboration easier. The pricing model for small business can quickly become burden-some and unsustainable. (What if I want all my staff on there with their login, but some people will only use 1 or 2 times a week based on their role? Nope Full pricing per staff.) So it only works for more office based businesses rather than a more dynamic mixed roles of companies. So as a consulting agency, I can't use deploy it on all my clients and I rather just move away instead of using multitute of same function tools and go through learning curves over and over again.

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

It helps teams carry out projects that deliver consequences on time no matter they are at the home, office, or on the go. It is easy to use and flexible. It can customize workflows and has robust productivity attributes including dependencies, time tracking, timeline views, automated notifications, and integrations. With Monday.com, you can obtain faster and better results for each project milestone.

It lacks CDN/bandwidth. When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying. Also, the scroll feature is dramatic at some times. Moreover, when spreadsheets are imported, hyperlinks do not always carry over. The "subtasks" lack some features and are a little cumbersome. The interface slows down when boards become larger. It has some limitations in bulk imports and importing from excel.

This software has changed the way our healthcare practice runs. Nothing falls through the cracks, we have a place to store documents, and it's easy to use. This program is fantastic.

The only thing I'm not crazy about is the mobile application. I still have it, and use it, but I wish it was a bit easier to use.

NOTE: We have since moved over to Freshsales as it fitted in more with the rest of our products. Monday is absolutely amazing. It could be easier to use, however what it offers for free is absolutely perfect for small-to-medium businesses and teams. I would highly recommend taking a look at Monday's use cases (available at monday.com/s/software-uses) which can help you understand how their software can benefit your business. I personally really like Monday's ability to pick a template depending on what you'll be using it for, such as recruitment or sales leads. It is also really customisable and flexible depending on how many people will be using it. They also have an app and lots of integrations, enabling maximum use wherever you are.

Setting up Monday can get a bit tiring, although you won't regret it once it's fully setup. I believe a better pricing structure would not depend on the number of users so broadly. The basic plan with 5 users in your team costs £22 per month, but luckily they do offer a trial which can help you get a better feeling.

Monday has been a real help exactly when our team needed it. As our workload has increased meaning working collaboratively across projects has been required Monday has been an amazing tool for keeping on top of tasks, and means I am able to see when other members of the team have completed items or receive up to the minute status updates without needing to constantly check with them. This saves time,...

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Needs someone to be technologically aware/ a bit of effort to set up the boards, however it is so easy to use once put the time in it is definitely worth the initial effort. I would say the main challenge in our business has been getting the whole team on board to a change in doing things, however even the most resistant team members have quickly got on board as soon as they have given it a chance.

Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open. I like that you can discuss clients back and forth between team members.

Right now I can't think of anything. Perhaps there are glitches or design features that more advanced users might appreciate but for our needs it works exactly as we need it to.