monday CRM Reviews - Page 5

The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.

While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.

Customisation of boards, Internal, Sharable and Private board abilities. Discussions with clients through Shareable boards makes managing tasks easier alongside typical email discussions.

The API is a little limited and prevents us from creating our own integrations with monday.com to better suit some of our clients.

We can assign the work to subordinates from anywhere through this app.It is very easy to use and easy to know status of projects assigned to someone who are working from home.Progress of each stage of the project can be known here. We can create a board where different stages of the project are represented by columns, where the overall performance of the project can be known easily.Good support team to solve the queries.

This tool is costly where small Organizations cannot buy it. Sometimes it doesn't respond properly and it is slow .

Easy to use with so many automations and functions. It made our small team, mighty.

There is so much that you can do that it can be a little overwhelming.

The incredible flexibility and uses for Monday are just endless. I use it for business planning, working with tech specialists, working with colleagues, and I even use it for personal task management as well as to organize some subcommittees at a non-profit I am involved in.

OK two things. One, it does not quite sync up with my calendar they way I want it to. And two - I am in NYC and I can't use it underground where there is not a signal.

The entire boutique and offering how everything and all parts of the business can be synced

the mobile app i struggle with, would like chat support direct with a human being and a more standardized course to get up to speed on the product.

Moving from Zoho was the best decision for us. The user interface makes it easy to use and visually appealing.

As a relatively new platform they are still adding new features. It can be challenging to keep up with all the new updates and maximize usage.

It is easy to use, easy to track, good to have everything in one system.

Nothing really, it is simple to use and has everything we need

Easy to use, minimal design makes it easy on the eyes, easy to keep track of projects and keep in touch with other team members

IF I had to say 1 issue with monday.com, it would be the tenancy to update the software without notice. I am fairly tech savvy as they say so it's not an issue for me but understand people not as tech savvy might not be tuned to change as quickly.

I like this software because it solves our main issue - centralizing the workspace. By having a centralized workspace, it's easier to produce the standard operating procedure for each department. Not that monday.com has the automation feature for particular tasks, but it also helps our business to slowly automate the whole process. Our team loves this software very much. We treat our work as a game.

I wish we could have a chat feature on monday.com. The mirror feature is not optimized. e.g. The number or formula does not have the summary function.

Ease of use, you can see all your clients on one page, integration with apps such as Jotform and email

The integration with Mail Chimp and email could be much better

Board Sharing and customizable columns. I wish I could figure out automations and integrations better

I have been unsuccessful linking my activities with Outlook

Fully customizable. I have boards for everything from lead management to bill tracking. Want to mark how likely you are to get a 5 star review from a client? You can make a column for that. Want to upload photos to a client's project? You can do that too. Want to create an automation to import emails based on keywords and create new leads automatically. Easy. This is a life saver.

So far, every one of my complaints have been resolved by new updates.

The ability to design a system that 100% aligns to our unique workflows

Not really a con but would like better syncing between board values

Monday is easy to organize and understand, with customization options that enable different teams to track their progress. A feature that shows you when another team member has seen your comment is especially helpful. In addition, various integrations are available (for example: customer leads from MailChimp automatically are added to our Monday boards).

Honestly my only complaint is that there is no customer support via chat. While e-mail response times from the customer support team are decent, a chat option would be a lot better.

Easy to track minor jobs High visibility of who is to do what Email reminders mean there is a list of jobs to be checked on later

multiple lists can be created - not always the best thing to do Hard to prioritise jobs Hard to get a sense of everything not done for one contact

The ease of use and ease of implementation made it great to persuade my colleagues to start working with Monday. we are supposed to start working with Salesforce in a 1/2 a year. not sure it would be easy to make the change.

you still need to configure the product to your needs. designated apps come with more ready made processes but the cost is much higher

It's easy to setup and get started in minutes. Heaps for online knowledgebase and proactive support from Monday team.

Some complex integration and automation are not supported.

The most impactful features are the lead management, lead capturing and customer onboarding. It is so easy to use based on my own experience. When I integrated it to my business, it runs smoothly.

I like all the features but what I like least is the forms. I think it needs a little bit more options. In my case, I sometimes use it but sometimes I don't. I just prefer printed forms and personal transactions. I'm learning to utilize it though and so far, I'm liking it.

Useful for opportunity management however lacks abilities for lead management and activity tracking

Lacks a good way to track activities and is buggy with a lot of data

The ease of use and onbaording for net new team members. I have implemented monday at two different start ups now and I just love it :)

I don't have any complaints- it serves us very well for our needs

Intuitive system that makes account management organized and efficient.

Sometimes the system won't allow me to add a contact to a Deal or Lead; seems like a bug/glitch.

It helps our team visualize where we are with a simple chart.

None at this time.