17 years of helping Indian businesses
choose better software
monday CRM
What Is monday CRM?
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before.
To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform.
Who Uses monday CRM?
Best for mid and small businesses, monday CRM is a fully-customizable and AI-powered CRM that enables revenue to sell faster and streamline communications with innovative tools.
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monday CRM
monday CRM Reviews for Indian Users
Alternatives Considered:
Monday.com is a Great Tool for Several Needs
Comments: We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.
Pros:
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.
Cons:
While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.
Alternatives Considered:
Super customizable with powerful features
Comments: Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.
Pros:
I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.
Cons:
The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.
Alternatives Considered:
It feels like a CRM but it doesn't behave like one
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.
Decent Product!
Comments: Overall, very pleasant and positive experience.
Pros:
Easy to use, organize and filter data. Excellent for project and deliverable tracking but also great for just maintaining workflows.
Cons:
There is a limit to how much data and/or columns and rows you can add to one monday board.
Alternatives Considered:
Nothing Really Like Monday.com
Comments: I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.
Pros:
Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.
Cons:
The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!