monday CRM Reviews & Product Details

The way you can customise it to your needs

Can be messy with all the colors, which makes you loose oversight

I use it as a CRM for my company, helps me organise daily maintenance for property repair

We found that after researching a lot of different CRM systems, Monday.com is the best way to organise the day-to-day workloads of all our employees and managers. We use the schedule feature every day and the we have tasks board too.

We did notice that occasionally the schedule board crashes and needs a quick refresh to get going again. So they could improve the stability of the schedule.

Monday.com is making us a more efficient business. We can easily see our daily workloads and plan for the week, scheduling work for everyone easily.

I love how customizable it is. Once you learn how to navigate it and use each feature, the possibilities are endless. Especially if you are able to develop your own apps and integrations.

Because there are so many options it can be overwhelming but their support team is great if you ever need help.

We are using it for project and task management as well as a CRM. Our team is communicating much better, we have eliminated several other applications and tasks are not slipping through the cracks.

Easy to learn and use, very customizable, modern

Automations can be buggy, Custom Support (for one issue, can talk to several different support people), new update made it a little hard on the eyes

Establishing a company process that everyone can follow in real-time. Has definitely help our office with efficiency

I love being able to add different team members And their tasks on different boards. I also love the task timers.

I dislike not be able to get a tome report based on a specific period versus having to go through eat task time manually.

Can organize daily task, prioritize them, and set deadlines as well as manage the projects and deadlines of other teammates.

Monday.com is good on scheduling and keep to deadlines. Furthermore, it allows effective collaboration with teams on projects.

Working across several boards can be confusing.

Monday.com helps in project management, customer relationship management and cost control.

This program can be as big and creative as your imagination and ideas allows... if you can dream it up, Monday.com can likely make it work. It not just a CRM, it's not just a data collector, it's not just a spreadsheet generator it can be so much more! Love my llama farm so much

It's easy to duplicate your efforts. Make sure you take time to review all that you've created and pare down as needed. A few more templates and preprogrammed landing pages for common needs would be helpful.

We use Monday.com in sooo many ways. Event planning and tracking tasks as assigned to multiple staff members has been game changing. We also use this as a membership crm and keeping track of member details has been awesome without being as burdensome as other crm programs

flexibility and colors. easy to use and easy to donwload and export everything

sometimes maybe because i am not super trained i have difficultes to use all the option and the possibility provide by the platform

we are using mostly as a crm

Ease of use and compatibility with many third-party tools and customizable interface.

Some bugs from time to time. The automatisms that sometimes do not trigger.

Organization and planning of tasks. Long-term visibility on projects. Efficient distribution of tasks among the different team members

The flexibility, being able to use the platform as a CRM, the regular updates and improvements.

Occasionally coming across apps that aren't yet integrated.

A cheap CRM solution, being able to visual projects.

We like how easy automations are a how much time they save. Also like how much this has helped us to stay organized and to manage lots of tasks and customers.

Biggest dislike is limitations in automations for some things and would like to see more robust file management.

We use it as a CRM and it really helps us to stay on top of our processes.

I love how simple it is to create a workspace and invite colleagues to join me in supporting our client base

I truly don't have many dislikes. Every now and then my workspace on the app isn't updated on the web portal.

Monday allows my to embed custom work schedules and project updates directly to my client database/crm

Easy to manage team members virtually across multiple projects all at the same time. Visually easy on the eyes. Automations and integrations eliminate menial tasks. Time tracking for team is helpful and can be viewed in one place.

Sales tracking function is poor for pulling stats. Difficult to gather reliable data. Data can only be pulled for specific time frames (and not always the time frames I want.) Language in 'filters' is sometimes challenging to understand. I dislike the 'notifications'. They get lost. It would be nice if there was a chat function.

Managing a team in multiple countries around the world at the same time is easy with Monday.com.

The best for me is that you can customize the boards in a very flexible way

If you have to create too many dashboards the experience is not very good.

Task managements, CRM, Project Management.

Monday is very easy to use and serves many different purposes. It makes spreadsheets actionable and is a good entry point to a CRM.

I would prefer if the data/cells could be manipulated more easily and quickly (like a regular spreadsheet).

Tracking a sales pipeline, forecasting revenue, and taking notes.

Sensitive customization, responsiveness.

Time required to configure your custom board, automation tools can be enhanced

I use it as a CRM tool enhancement to track payments and log issues in other teams' dashboards. Very intuitive usage and gives a great visibility of cross-dep work

Super flexible way to manage projects, employee files and documentation, and a million other things. Constantly updating to add features and different ways to make it fit our business.

There are some things that could be better, the mobile app is hard to use when you've got a lot of information in there, and a direct link to an app versus a website would also be grand.

We are a large roofing company that needing a scheduling tool, which was our first use for Monday.com. It has now turned into our CRM and soon will be used for all our employee relations.

My favorite thing about Monday is that it's the perfect project management tool for a team to collaborate on.

There are so many different automations that I feel like I barely scratch the surface of!

Monday helps solve the problem of keeping due dates in line as well as long drawn out project with multiple steps. We've also recently started using Monday as a CRM platform and integrating it with our contact forms on on our website.

The teamwork and multiple platforms conectivity

Sometimes it last in refresh info after updates

Time managing and have up to dat customers information

Quick view of my opportunities and deals

The discipline of me of keeping updated the CRM

I think it is for our President that he wants to make sure that the input is accurate when he as is top meetings with HP