Monkey CRM Review 2025: Overview of UX, Usability and more
My Verdict
The elements that make Monkey CRM unique include its affordable price, easy-to-use interface, and functionality designed specifically for freelancers, small businesses, and agencies. It prioritizes simplicity without sacrificing usefulness, and for that I give it a rating of 3 out of 5.
- Free trial available
- Simple and easy for beginners
- Reasonably priced if you have 10 members
- No free versions
- Does not integrate will all apps
Integrations
Recommended by our experts
What Does Monkey CRM Do?
Monkey CRM is a unique piece of technology for handling all of your company’s commercial ties with both current and potential clients. Regardless of the stage of development your company is in, you will probably opt to include a trustworthy CRM at some point. You can stay in contact with your leads, expedite business activities, and boost revenue with Monkey CRM.
The CRM platform helps businesses of all sizes with automated invoice processing, sales administration, reporting, project monitoring, employee management, ticket generation, and more. The elements that make Monkey CRM unique include its affordable price, easy-to-use interface, and functionality designed specifically for freelancers, small businesses, and agencies.
Because you won’t have to manually add new contacts, look for duplicate contacts, worry about data leaks, or remind the team to fill up the tables, your client base will always be neat and well-organized. Release your staff from repetitive duties so they can concentrate on productive sales endeavors. You don’t need to be concerned about the safety of the data you store on this system as our system is CCPA compliant.
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Key Features of Monkey CRM
One of HTS Solutions’ best products, Monkey CRM, provides innovative features tailored to the needs of the small business sector to assist organizations in creating exceptional client relationships that enable them to expand their network globally. Some of the features of this CRM include:
- Workflow management
- Team collaboration
- Internal chat integration
- Lead generation
- Lead qualification
- Task management
Now that we have an overview of a few of the key features, let’s take a closer look at how these functions can benefit your growing business.
Workflow Management
The platform allows users to automate workflows and can help you save time and simplify operations. Simplify your workload and concentrate on what really matters: expanding your company.
Workflow management is a good feature to keep your sales team on track. As new leads enter your pipeline, they’ll automatically move through the different stages based on the workflows you defined for your business.
The workflow dashboard also provides a visual representation of the most important information for your business. From here you can keep an eye on earning, payments and more, depending on what information is important to your business.
Team Collaboration
Monkey CRM gives you real-time statistics and stunning visuals help you stay informed and provide the knowledge you need to make wise decisions.
It’s designed to make it easier for you and your teammates to work together and stay on the same page. Collaboration within your sales team is important. Not only does it foster a healthier work environment, but it also ensures that your clients are taken care of in the best way possible.
Training is available in person and via documentation. You’ll also be able to access a wealth of resources to assist you in making the most of Monkey CRM’s features and functionalities. There’s no reason for any member of your team not to use the CRM to its full potential.
Pricing Plan
Pricing is straightforward, starting at $149 per month for 10 staff members. Monthly prices for the more advanced plans remain quite reasonable as your business and customer list grow.
Is Monkey CRM Easy to Use?
Monkey CRM is quite easy to use. It has an extremely simple and clean interface. Your dashboards aren’t too cluttered with features that can overwhelm new users.
Last Thoughts
Monkey CRM assists companies of all kinds with automated invoicing, sales administration, reporting, project tracking, staff management, creating tickets, and much more. It’s an essential component for B2B businesses. This program has several advantages and is something I would specifically suggest for small teams searching for a straightforward tool devoid of extraneous features.