monday CRM Reviews - Page 7

A seriously AMAZING System! The balance of its simplicity and functionality is just genius! A very simple, super responsive and yet customisable workflow organization app that can really do much more than it was intended for

Bundled licensing would be nice, particularly since we have some contractors that work on short term projects. We have to decide if we want to pay for them to have a license or if we'll just manage them outside of the system.

The software is beneficial as our small business grows and we need to keep track of sales and production in one place.

With so many features offered, it can be intimidating to get started. We appreciate the available options more as we grow and find the automation and more complex features necessary.

I like that I can design the boards to fit my company’s structure and needs. We like simple. Monday.com allows for me to create a simple and effective board that does what I want.

the excel based functions could be improved.

Ease of use.

None

Our small team uses monday for all kinds of project management -- from building out our marketing calendar to tracking our progress on clean water projects in the field in Africa. It enables us to stay organized and collaborate in many ways.

it can be a little challenging to train others and get used to the best ways to set up the platform

It's quick and easy for our teams to learn. You don't have to be a software guru to get a better understanding of how to set it up.

for lead generation there isn't a good way to automate a email campaign - its still very manually done with uses a lot of human capital

Monday.com has allowed my team and I to communicate on a new level and it is very user friendly. We use monday.com for mostly all internal communication

There is absolutely nothing I can say bad about this company. It would be a crime! They have been so helpful and helped out with every little thing I could imagine.

it is a very intuitive system when we implanted it every thing went so easily and quick we have managed to integrate almost all of our softwares with it it is truely our best purchase

at the beginning it didnt integrate properly with outlook but they have fixed it

We absolutely love the ease, all the features, just everything about it. We’re are always amazed at the product as a whole and it runs our entire business! We can’t recommend Monday.com enough.

When you make copies, it’s a little annoying having to always delete the copy out of the copied item but otherwise LOVE MONDAY!

Everything is clear and easy to see, we can see what the rest of the team has quoted and where they're at with their leads. Also useful for our sales admin team to be able to view quotes without searching through emails and excel sheets.

with we could delete the subitem column from the board once added!

I love how much there is to customize while allowing me to communicate with my team!

It is really hard to implement because of how much you can do. I wish I could share my need and have assistance with a great board build.

Organizational Management is great and helps keeps my daily activities managed

Ease of connecting boards, its not easy to connect multiple boards and all the updates.

visuality is what i like the most when it comes to monday

in general there is nothing specific i like least about this software

The way we can build special boards depending on the clients or needs we have at the moments. I really enjoy the way we can distribute the workflow on clients and on internal affairs it really allows us to be more efficient.

It takes time to get used to it. It's not as easy to learn as other. And I would like a survey at the beginning to know how to build your first board, depending on your specific needs instead of having all available.

It is extremely easy to use, i recommend it for any small business.

I just want a $20 gift card, i don't really have any problems with this software.

How it helps me and my team stay in track not only at a corporate level but at a personal level too

How we are still working on integration of formulas, neew more access to advanced excel features

Monday.com is our primary platform for collaborating, visualizing, and managing projects. But it is not just project management - it is flexible and adaptable to fulfill so many needs. You can create boards for Product Roadmaps, operational resource tracking, CRM, production tracking, marketing schedules, and so many other things. Monday.com is different from many project management tools in that is flexible, highly visual, do not rely heavily on hierarchy. Its strength is a focus on displaying a clear process. It's simple, manageable, and transparent.

The name. It gets confusing sometimes. Also, there is pretty drastic lack of integrations, which will hopefully come soon. Monday is able to be a lot of things, but some companies are not in a position to use it as such and need better integration with other platforms.

We switched over to Monday.com and have LOVED the ease of use and organization

It does take a little while to understand and work with the software

Monday is easy to use, very flexible and adjustable to any team's needs.

Sometimes the complexity could be a bit confusing but still recommended.

I liked the aesthetic of Monday.com the most. It was easy to use and I was able to teach myself how to use the software by utilizing the many tutorials and video/webinars. Monday.com is a great task manager and provides a lot of automation to the 'remembering' of project management.

I wanted more from the software in terms of reportability. I'd like to be able to customize reporting and this seemed like a limited option for Monday. We also were hoping for a robust CRM component to the software and this too was lacking for this particular application.

I like how it has made things easier to track at the company and how we managed to keep everything in order and across different boards.

As of now, what I least like is the new design. I tried it and I had to go back to the old one. The new one is very slow and I dont like the lines.

I researched similar products and chose to implement Monday.com for three main reasons: First, it offers a wide range of templates which provide useful starting points for my minor customizations. Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these. At a glance, the colors show me where my project is at any given time!

I've only really scratched the surface of the full power of Monday.com. I'm able to start using it for Customer Resource Management and I'm looking forward to seeing how it performs with sales pipelines and forecasting. In short, everything I've used to support my business workflow has been right on target!

I love how easy this software was to learn as well as customize to our teams needs. We have been able to be more organized as a company and achieve better results with the help of Monday.

So far I have no complaints about the software!