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monday.com CRM Review

monday.com CRM
Our score: 8.5 User satisfaction: N/A

What is monday.com CRM?

monday.com is how popular CRM & collaboration system dapulse is called nowadays, following a large rebranding campaign. Next to being one of the most attractive CRM solutions, monday.com is known to the corporate community as one of the leading project collaboration & communication solutions on the market. It tends to simplify customer and project management by syncing and organizing information in a centralized database, and making it possible for team members to make decisions together. It is versatile, but yet very compact, and possesses multiple one-of-a-kind features that brought it our prominent Supreme Software, Great User Experience, and Expert’s Choice Awards.

From a CRM point of view, one could confidently qualify monday.com as the system that brings complex operations under one roof. You can use it to easily manage pipelines lead-to-project, consolidate the information on your contacts in a central database for streamlined communication, and accelerate sales thanks to complete visibility. On top of that, you can customize your customer management portal in many different ways, until it suits your exact needs.

monday.com ensures that all departments are well connected and able to contribute to each other, regardless of the size or type of company that uses it. Progress is monitored and measured in a very understandable fashion, and that makes it easy for agents to estimate how far operations got. monday.com doesn’t fall short on providing incentives for employees to contribute, as they also get a role in tasks that don’t concern them directly.

monday.com is also known for accessibility and user-friendliness, given that it comes with a collaboration-first interface, and enables an agent-to-agent and agent-to-client relationship reminiscent of social media interactions. To get around monday.com, you won’t need any special training or preparation – it takes less than a month for the entire team to embrace it. What is more, the system is moderately priced and caters to the the needs of different market tiers, and is therefore suitable for small and novice teams. A free trial is also available for those interested to test this system.

Overview of monday.com CRM Benefits

Mmnday.com is unique in many different ways, and serves an array of corporate needs which makes it more competent than a suite of multiple business applications. Under the name of Dapulse, this product gained significant recognition in the industry, and is still referred to as the most transparent CRM, project management, and collaboration package. What teams like the most about it is its intuitiveness, and the possibility to customize nearly everything.

Is monday.com the system you need? Let’s check:

A very compact CRM solution

monday.com is the perfect tool to substitute messy spreadsheets and get a CRM of your own without paying a fortune for it. Instead of running a third-party system to manage customers; and consolidating data from your other productivity tools, monday.com gives you the opportunity to handle both your projects and your customers from a single visual platform. What is better, it makes this process very easy and transparent.

monday.com manages and tracks your leads and projects from the same dashboard, providing you with all contact information to ease communication. You can track your prospects, clients, and deals as easily as you manage your to-do-list, and administer your lead pipeline up to the post-project phase. Such visibility will speed up your sales processes and enable you to provide accurate information, and simplify most of your day-to-day operations.

Another thing that makes monday.com CRM module unique is customization, as you can tweak literally any detail in your customer management hub. The program allows you to sort, filter, and customize data until you set the system to work the way you want it. On top of that, monday.com is a lightweight CRM solution which is considerably easy to use, and requires no time-consuming training or preparation.

Regardless of how you’ve modified the system, Monday.com will retain control on changes, including replaced dates and statuses, re-positioned agents, dismissed actions, and more. With monday.com, there is little chance that something can go wrong or slide through the cracks, and even if it does – the system will make expose the person that caused it.

Master of streamlined collaboration

monday.com core capability is streamlined collaboration, as the system enables agents and departments to assist each other without any problem. They can contribute to tasks, make comments, trigger questions or discussions, and even suggest solutions for tasks they’re not directly concerned by. Doing so will be even easier thanks to social-media-reminiscent interface; and the possibility to upload and share files. monday.com is well integrated with leading social networks, and comes with an activity feed where you can follow the progress of each operation.

Unique project/task management module

monday.com employs an out-of-the-box Board concept that generates detailed insights on your products and tasks, or upon need information on your contacts and clients. This makes it easy to follow the company’s performance and to ensure that each client gets the assistance he needs. Interestingly enough, monday.com allows external users and partners to follow the progress of projects, and notifies them with special alerts in case they don’t have a monday.com account. In a similar fashion, managers can follow and evaluate the performance of agents, teams, and entire departments.

Ready for reporting & analytics

monday.com is also well known for reporting and analytics, as it collects and arithmetically relates projects and tasks, and relies on these connections to organize them in a historical datasheet. Consequently, it provides managers with clear figures, organized, and instantly operable metrics; and makes sure that the database is constantly updated and fully exportable to third party systems.

Supports all necessary integrations

Integration is another strong side of monday.com, as the tool simply blends in any software ecosystem where it is applied. You can build custom connections to any third-party app, or use its native integrations with Zapier Google Drive, Dropbox, and other leading systems.

Overview of monday.com CRM Features

  • Tracks prospects, clients and deals
  • Lead & pipeline management to post-project phases
  • Consolidated contact information
  • Exportable contact database
  • Constant monitoring
  • Total visibility
  • Customization
  • Open API
  • Mobile-optimized

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.

monday.com CRM Position In Our Categories

Keeping in mind companies have specific business-related needs, it is only reasonable they abstain from selecting a one-size-fits-all, ideal system. Needless to say, it would be futile to try to chance on such a software product even among popular software products. The practical step to undertake would be to make a list of the numerous critical functions that need examination such as major features, budget, technical skill levels of staff, business size, etc. Then, you should double down on the product research systematically. Have a look at some monday.com CRM evaluations and check out the other software programs in your list more closely. Such detailed product investigation makes sure you avoid ill-fitting apps and choose the system that has all the features your company requires in growing the business.

Position of monday.com CRM in our main categories:

TOP 100

monday.com CRM is one of the top 100 CRM Software products

If you are interested in monday.com CRM it might also be beneficial to examine other subcategories of CRM Software listed in our database of B2B software reviews.

It's crucial to note that virtually no app in the CRM Software category is going to be a perfect solution able to meet all the needs of all company types, sizes and industries. It may be a good idea to read a few monday.com CRM CRM Software reviews first as some software may excel only in a very small group of applications or be created with a very specific industry in mind. Others might operate with a goal of being easy and intuitive and therefore lack complicated features desired by more experienced users. There are also software that focus on a broad group of users and give you a rich feature set, however this usually comes at a higher cost of such a software. Ensure you're aware of your needs so that you purchase a solution that offers specifically the features you search for.

How Much Does monday.com CRM Cost?

monday.com CRM Pricing Plans:

Free Trial

Basic

$39/month

Standard

$49/month

Pro

$79/month

Enterprise

Contact the provider

monday.com offers a free trial, and four SMB and enterprise pricing plans for users to choose from. You can add up to 5 users in these packages. Upgrades for more users are also available. Give the details a look, and select the best plan for your business:

Basic – $39/month (billed annually)

  • 5 GB of storage
  • Simple search function
  • Filter by person
  • iOS and Android apps
  • Add unlimited boards
  • Two-factor authentication
  • 24/7 email and phone support

Standard – $49/month (billed annually)

  • Everything in Basic, plus:
  • 50 GB of storage
  • Crazy powerful search
  • Filter by anything
  • Create your own account templates
  • Add updates via email
  • External integrations
  • Share boards with guests
  • Limited number of guests
  • Full API
  • Timeline

Pro – $79/month (billed annually)

  • Everything in Standard, plus:
  • Unlimited storage
  • Unlimited guests
  • Private boards
  • Tags
  • Detailed activity stats
  • Google authentication
  • User profile customization

Enterprise – Contact the provider

  • Everything in Pro, plus:
  • Higher API rate limit
  • VIP support with an account manager
  • One-on-one training
  • Two-factor authentication
  • Advanced security features
  • Single Sign On
  • Audit log

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and monday.com CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with monday.com CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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monday.com CRM user reviews

Friendly and Versatile

Read full review >
Ramiro
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

Task Management and Organization Tool That Works!

Read full review >
Jenny
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.09.2019 Company Size: More than 100 Employees Industry: Graphic Design

This is flexible tool for streamlining projects

Read full review >
Miranda
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 05.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

We can keep our team members well organized and keep track of their productivity

Read full review >
Tiffany
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.09.2018 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

I’m very satisfied with this platform

Read full review >
Leah
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 23.08.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

What are monday.com CRM pricing details?

monday.com CRM Pricing Plans:

Free Trial

Basic

$39/month

Standard

$49/month

Pro

$79/month

Enterprise

Contact the provider

monday.com offers a free trial, and four SMB and enterprise pricing plans for users to choose from. You can add up to 5 users in these packages. Upgrades for more users are also available. Give the details a look, and select the best plan for your business:

Basic – $39/month (billed annually)

  • 5 GB of storage
  • Simple search function
  • Filter by person
  • iOS and Android apps
  • Add unlimited boards
  • Two-factor authentication
  • 24/7 email and phone support

Standard – $49/month (billed annually)

  • Everything in Basic, plus:
  • 50 GB of storage
  • Crazy powerful search
  • Filter by anything
  • Create your own account templates
  • Add updates via email
  • External integrations
  • Share boards with guests
  • Limited number of guests
  • Full API
  • Timeline

Pro – $79/month (billed annually)

  • Everything in Standard, plus:
  • Unlimited storage
  • Unlimited guests
  • Private boards
  • Tags
  • Detailed activity stats
  • Google authentication
  • User profile customization

Enterprise – Contact the provider

  • Everything in Pro, plus:
  • Higher API rate limit
  • VIP support with an account manager
  • One-on-one training
  • Two-factor authentication
  • Advanced security features
  • Single Sign On
  • Audit log

What integrations are available for monday.com CRM?

monday.com is an open API system, which means that develops can build custom connections, and integrate it with literally any third-party system or application. Premade integrations include:

  • Zapier
  • Slack
  • Github
  • Asana
  • JIRA
  • Dropbox
  • Gmail
  • Google Calendar
  • Google Drive
  • Email
  • Pipedrive
  • Trello

monday.com CRM average rating:

Average score
4.6/5 (12 user reviews)
4/5

Overall Impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Ryan Hertel

PROS: Ease of use, simplicity, functionality, and the customer support team has been outstanding!

CONS: Nothing. I had one small issue and the customer service team solved it within 1 business day. There’s no room for problems with a team as responsive as you guys are!

Reviewed 2 years ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: Easy for a non-technical person to use, but it was overly simplistic for our needs.

CONS: No recurring tasks, no dependencies, no subtasks, no Gantt chart. Charge for client viewer same as a seat license.

Reviewed 3 years ago

Read full review >

More reviews from 12 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Friendly and Versatile

Read full review >
Ramiro
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: The software is very user-friendly. Setup was quick and painless that we were able ti get it running after a few minutes. The drag and drop interface is also a breeze. daPulse offers high quality choices for design colors plus excellent options for sharing, permissions, and organization of boards.

CONS: While the user interface is no doubt visually appealing, it is cluttered with too many buttons, dropdowns, and gears. The Android app was a heavy battery consumer that I ended uninstalling it.

What do you think about this review? Great Poor

Task Management and Organization Tool That Works!

Read full review >
Jenny
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.09.2019 Company Size: More than 100 Employees Industry: Graphic Design

PROS: The software presents a very balancedd interface in terms of design. On top of its simple design and organized color scheme, you get features that makes organizing complicated tasks easy.

CONS: There is a bit of a learning curve but that is totally understandable. I would like to be able to create sub tasks with it like I can with Asana.

What do you think about this review? Great Poor

This is flexible tool for streamlining projects

Read full review >
Miranda
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 05.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: I like how simple it is to get running the functional state. Also, the drag&drop UI is amazing. The graphic design choices are with high quality, and there are great options for sharing, permissions and sorting of boards. This is greta for streamlining projects and planning strategies for future projects.

CONS: The UI is cluttered, it has lot of buttons, dropdowns and some of them are duplicated. I’d like to use various columns and category lists in various groups on the same board. Also, they could improve the mobile app on the Android.

What do you think about this review? Great Poor

We can keep our team members well organized and keep track of their productivity

Read full review >
Tiffany
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.09.2018 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

PROS: I like Dapulse’s interface, comparing to other similar products this one has friendly and organized UX that can be used by almost everyone. Our sales and operations team are using to keep track of sales performances. We can easily assign tasks to organization members and keep track of their progress. We can attach emails and files so we can keep everyone well informed.

CONS: I think that small organizations would not find monthly subscription cost valuable.

What do you think about this review? Great Poor

I’m very satisfied with this platform

Read full review >
Leah
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 23.08.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: Every team within our organization want to manage things differently, thankfully Dapulse offers great flexibility to do so. The design is simple and beautiful one. With trafic light system we can gather visual snapshot of any team members productivityand it is a perfect solution for understanding account manager capacity.

CONS: It has some glitches, and it would be great if the micro task boards could be linked to the high level boards.

What do you think about this review? Great Poor

Matt Saved The Day for Socialocca

Read full review >
Ryan Hertel
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.05.2018 Company Size: N/A Industry: N/A

PROS: Ease of use, simplicity, functionality, and the customer support team has been outstanding!

CONS: Nothing. I had one small issue and the customer service team solved it within 1 business day. There’s no room for problems with a team as responsive as you guys are!

What do you think about this review? Great Poor

Great for group activities

Read full review >
Alice
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.03.2018 Company Size: More than 100 Employees Industry: Graphic Design

PROS: I like its UI because it has great balance when it comes to design terms. It feels simple but the good thing is that you can streamline complex tasks. I’d like to create a tag for every colot and see it in some place.

CONS: At the beginning it might take some time so you can better understand how it really works. I wish creating subtasks were simple process. In addition, I’d like to use it even for personal purposes apart from the company account.

What do you think about this review? Great Poor

Great for organizing tasks and projects

Read full review >
Alejandro
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.02.2018 Company Size: More than 100 Employees Industry: Hospital & Health Care

PROS: With the layout I can manage my own projects at the same time to collaborate with my team. I like the customization of the tabs and I like that it allows me to organize my content calendar, ongoing team projects and create lists so I can share with my directors.

CONS: I had some issues with importing data and its layouts didn’t work well for me. I use one of the boards to transfer huge amount of information and the process is quite complicated.

What do you think about this review? Great Poor

An excellent project management tool across organizations.

Read full review >
Lola
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.01.2018 Company Size: 11-50 Employees Industry: Venture Capital and Private Equite

PROS: daPulse's interface is on par with popular programs such as Asana and Microsoft PM. The softwae also offers a very simple and organized user experience that enables even novices to use the system right from the get go. Assigning tasks to team members and monitoring their work is a very effortless process.

CONS: It can be quite expensive compared to Asana, even if they have features not found in other competitors.

What do you think about this review? Great Poor

We can keep all our projects organized

Read full review >
Vanessa
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.01.2018 Company Size: More than 100 Employees Industry: Restaurants

PROS: It offers lot of due-dates, the UX has great design. I like that I can easily emphasize priority and status of a project and I’m able to assign projects to on or multiple people. Dapulse offers great features so I can be more organize and get my work well organized.

CONS: There are no deadlimne notifications, it needs more colors and adding list to projects. In a month we can have 5 campaigns and we get smal requests for specific campaigns. I’d like to see an options where I can integrate every changed scheduled time off and to see what projects it will impact.

What do you think about this review? Great Poor

No real meat to the product

Read full review >
Scott Burson
2/5

Overall Impression

1/5

Customer Support

1/5

Value for Money

4/5

Ease of Use

Published on: 08.08.2017 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: "Pretty" high level view of your tasks. There really aren't any further, "best aspects" to the product. They provided many empty promises that I later found they never will implement.

CONS: It's a single level, high level view with no "meat" beyond that. No dependencies, no true links between tasks, etc.

What do you think about this review? Great Poor

No recurring & subtasks, no dependencies, no Gantt chart. Seat license for viewers same as users.

Read full review >
Anonymous Reviewer
2/5

Overall Impression

3/5

Customer Support

2/5

Value for Money

2/5

Ease of Use

Published on: 21.07.2017 Company Size: N/A Industry: N/A

PROS: Easy for a non-technical person to use, but it was overly simplistic for our needs.

CONS: No recurring tasks, no dependencies, no subtasks, no Gantt chart. Charge for client viewer same as a seat license.

What do you think about this review? Great Poor
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Reviewed By Nestor Gilbert
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