2024 Monday.com Sales CRM Review: My Honest Take and User Experience

What Does Monday CRM Do?

Let’s look at some of Monday CRM’s main attributes and features:

• Contact management
• Customer Tracking
• Integration
• Managing Sales Pipeline 
• Proper Reports and Analysis 

Pricing Plan

Free Plan

• It’s common for individuals wanting to keep track of their work. It’s available for students and non-profit organizations.

Basic CRM

• Helps you organize your team’s contacts, leads, and communications. It also includes the features available in the free plan.
• It costs $12 per seat per month. The monthly total is $36, billed annually.
• Has a 14-day free trial period.
• Offers unlimited customizable pipelines, boards, free viewers, and contacts
• Readymade templates to store contacts, leads, and deals
• Accessible over iOS and Android

Standard CRM

• This is the most popular plan and it helps streamline communication and automate sales processes.
• Costs $17 per seat per month, with a monthly total of $51 billed annually.
• Has a 14-day free trial period.
• Helps you manage your contacts, accounts, and deals in one place.
• Can connect your email to Gmail and Outlook
• Helps you to create your own CRM automation and integrations up to 250 actions per month, to enhance your sales CRM workflows.

Pro CRM

• Helps you to learn about your whole sales cycle and forecasts.
• Costs $28 per seat per month, with a monthly total of $84 billed annually.
• Has a 14-day free trial period.
• Offers customizable CRM automation and integrations of up to 25,000 actions per month
• Helps in sales forecasting and analytics
• Google calendar sync

Enterprise CRM

• To get started with this plan you’ll have to contact their sales team. This plan helps you get exclusive features for your business.

What is Monday Sales CRM Software Best Known for?

Monday.com is best known for its user-friendly and visually appealing project management platform, which enables groups to effectively plan, monitor, and oversee tasks and processes. With its configurable boards, calendars, timelines, and other visual features, it’s not surprising that it’s popular among teams seeking a collaborative and adaptable workplace to optimize their workflow.

In a CRM setting, Monday.com may provide the following important benefits:

Saves Time Increasing Productivity

As your business grows, it may become quite hard to perform highly repetitive tasks which are also time-consuming. CRM automation software is time-saving, increasing the productivity of the organization.

Boosts Client Satisfaction and Engagement

All relationships require constant nurturing, otherwise they start to wither away. 

With business growth and expansion it becomes difficult to manage your clients manually and CRM automation helps you establish stronger bonds with your clients. The automation helps you not to miss any orders or queries from customers. Timely responses help to improve customer satisfaction and retention.

Minimizes the Likelihood of Errors 

As your organization grows, you might find your teams overwhelmed. They may forget to follow up with leads, update prices, or follow up on clients and deals, and other avoidable errors. This will improve customer satisfaction boosting business growth.

Automation 

It automates all the repetitive tasks reducing strenuous activities and helps your team stay focused and organized regardless of how quickly your company is expanding.

Third-party Integrations with Over 200+ Apps

 Did you know you can still use your apps on Monday? The software seamlessly integrates with all of your favorite apps and tools.

Free Plan for up to Two Users

This is ideal for small ventures owned by a few people or an organization that is just starting out.

Mobile App for iOS or Android 

Thanks to a great mobile experience that makes managing your pipeline on the go. You’ll always be informed, get updated on all operations including adding new activity, verifying report statuses, and following up on leads with your remote teams.

Simple Set-up and Navigation

The platform’s interface is user-friendly and does not require extensive prior technological experience to navigate it. 

User Experience and Customer Satisfaction

Before we got started on Monday.com, we browsed over the internet looking for customers’ experience and testimonials about the software. We read all the great testimonials from people who had used it and this helped us to decide to try Monday.

Our overall experience on this platform has been a great and satisfactory experience for us. Monday.com provides a complete team collaboration and project management solution for the Technology, Information, and Internet industry teams have been able to work together on shared projects and manage our smaller projects better over the time since we started utilizing Monday in our company. Additionally, it has made it possible for us to interact freely and effectively even when working away. Our prior project procedures were significantly enhanced by Monday.com’s extensive feature set, integrations, and templates.

Monday CRM Over Other CRM

Monday Sales Pipeline. Personal Screenshot, 4/24/24

Despite not being a standard CRM platform, Monday.com is notable in the CRM field for a few reasons. This is the reason why:

• Flexibility and Customization: Users may tailor Monday.com’s highly adaptable platform to meet their unique CRM requirements. Monday.com’s boards, columns, automation, and connectors may all be customized by users to meet their specific needs and workflows.
• Visual & Intuitive Interface: Users can easily organize and manage their CRM data with Monday.com’s visual interface. Timeliness, cards, and other visual representations of information improve user experience and make comprehension easier.
• Collaboration and Communication: Monday.com’s collaboration tools let teams collaborate easily on CRM-related projects. Functionalities such as commenting, labeling, and real-time updates facilitate team member communication and cooperation, hence enhancing efficiency and productivity.
• Monday.com’s strong project management features may support CRM features. On the same platform, users may handle project management responsibilities in addition to managing leads, sales pipelines, customer interactions, and other CRM functions.
• Integration Capabilities: Monday.com may be integrated with a large number of external products and services, including email clients, messaging apps, marketing automation tools, and more, that are often utilized in CRM processes. Users may apply extra functions as needed and optimize their CRM procedures with this integration option.
• Scalability: Monday.com may be used by companies of any size, from small groups to huge corporations. Because of its scalability, it’s a good choice for businesses who want to gradually increase and broaden their CRM capabilities.
• Quick Customer Service: The accessibility of tools like tutorials, support articles, and discussion boards improves the user experience even more.

Monday CRM’s Key Features

Monday CRM is a dedicated CRM (Customer Relationship Management) system developed to assist companies in managing their communications and operations with current as well as prospective clients. The CRM key features help in contact management, managing customer projects, lead capturing and management, customer onboarding, sales pipeline, and marketing activities.

Let’s take an in-depth look at these key features:

Sales Pipeline

Tracks from the first point of contact to contract closure, follow leads and opportunities through the many phases of the sales process.

Contact Management

Users may manage and keep track of customer contact information, such as names, emails, phone numbers, and other pertinent facts, in a single database.

Lead Management

Users may manage and keep track of customer contact information, such as names, emails, phone numbers, and other pertinent facts, in a single database. This helps to convert prospective leads into customers.

Lead Capturing

The software helps users in capturing leads to prospective customers converting them into opportunities boosting efficiency.

Customer projects

Keeps track of every communication with clients, including meetings, emails, phone interactions, emails, calls, and notes, to maintain a comprehensive history of communication and to follow-up on customers’ projects.

Marketing Activities

The software helps to plan and track marketing campaigns and interactions. Its dashboard assists users in setting their objectives, budget, timeline, and target audience for the campaign. Moreover, it helps users with analytic tracking of the campaigns.

Customer Onboarding

The software has an intuitive interface which makes the onboarding process seamless. Customers have remarked that the onboarding process is straight-forward and no prior technological experience was required.

Available Integrations

It seamlessly integrates all your tools and apps. This improves workflows and data management and seamlessly interfaces with additional tools and applications, like email clients, marketing automation systems, and accounting software.

Monday has integrated with several apps to help the sales team make and close deals faster. Here are some of the apps:

1. Salesforce
2. HubDay
3. Gmail
4. Outlook
5. GitLab

Is Monday CRM Easy to Use?

The CRM platform interface is very user-friendly and easy to navigate. Users find it easy to use for the following reasons:

• Visual Interface: Monday.com has an easy-to-understand and navigable graphic interface. With visually intuitive boards, columns, and cards that can be customized to fit different processes, users can easily arrange information.
• Drag-and-drop functionality: Users may effortlessly drag and drop jobs or leads across boards and columns using this platform. This facilitates updating an item’s status and advancing it through various phases of a procedure.
• Options for Customization: Monday.com gives customers a great deal of flexibility to customize boards, columns, and displays to suit their requirements. To fit their ideal process, users may apply filters, add new fields, and change settings.
• Templates & Pre-built Workflows: Monday.com offers a range of pre-built workflows and templates for various use cases, such as team communication, project management, and sales funnels. These templates can assist users in getting up and running fast by acting as beginning points.
• Collaboration tools: The platform has tools like file sharing, mentions, and comments that are intended to make teamwork easier. This encourages cooperation and communication among platform users.
• Mobile App: Users may access and manage their work while on the move using Monday.com’s mobile app, available for iOS and Android smartphones. Users may stay connected and productive from anywhere with the help of the mobile app, which offers a user experience akin to that of the online version.

Training Resources

Training workshops. Personal Screenshot, 4/24/24

Monday.com offers in-depth training for users who want to dive into the software. The enterprise plan offers tailored onboarding training. Their customer support is available 24/7 in case a user wants to reach out.

Free Version Versus Paid Version

Free Version

Can only be used by up to two team members and supports up to three boards. It has unlimited docs, eight column types, 500 MB file storage, and over 200+ templates. It also works well on iOS and Android.

Paid Version

These are available in four different plans. Choosing a particular plan will depend on an organizations’ needs. Every company is different, and to support its projects and workflows, it needs specific features.

The paid versions include the features in the free plan and more features like more file storage, an unlimited number of seats, unlimited boards, items, and docs, and more integrations and automation.

Benefits of Upgrading to a Paid Plan

With a paid plan, you’ll enjoy:

• Increased Functionality. Paid plan comes with Access to additional features like automation, tool integrations, sophisticated reporting, and more that help improve project management.
• More Users and Storage: Paid plans allow more users to work jointly on projects and larger storage space for documents.
• Priority Support: Paid plan subscribers receive desiccated assistance and the response time is usually quicker.
• Scalability: Paid plans enjoy adjustability perks as their organizations grow. They’re able to accommodate new users and projects without lowering functionality.
• Training and Onboarding. Some paid plans offer training and onboarding resources to help your team get up fast.
• Enhanced security: Paid plans come with more security features like compliance certifications, data encryption, and user permissions which are very important to protect businesses managing sensitive information.
• More advanced customization tools

Which Companies Work With Monday?

Monday.com is used by different companies across different industries. Notable businesses that have disclosed in public they use Monday.com include:

• Time Warner
• Emerson
• Rockstar Games
• Restaurant 365
• Discovery Communications
• University of Pennsylvania
• Uber
• Coca-cola
• Adobe
• Hubspot
• NBCUniversal

Suitability Assessment

Choose Monday.com CRM if you:

• Run a large-sized organization.
• Your organization is rapidly expanding.
• Have remote workers.
• Running huge market campaigns.

Avoid Monday if you:

• Small organization just starting out.
• Are on a tight budget.
• Have no prior technological experience.