Monday.com CRM REVIEW

CRM Software

11 user reviews
USER SATISFACTION 100%
OUR SCORE 8.5

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

Monday.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 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’s 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’s 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 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

Monday.com CRM Position In Our Categories

Position of Monday.com CRM in our main categories:

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100

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

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100

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


If you are considering Monday CRM it could also be a good idea to examine other subcategories of Best CRM Software collected in our base of SaaS software reviews.Customer Service Software, Online CRM Software, Feedback & Reviews Management Software

Each business has its own characteristics, and can require a special CRM Software solution that will be designed for their company size, type of customers and employees and even specific niche they cater to. We advise you don't count on getting a perfect solution that is going to be suitable for every business regardless of their history is. It may be a good idea to read a few Monday CRM reviews first and even then you should pay attention to what the service is supposed to do for your business and your employees. Do you require a simple and intuitive service with just basic features? Will you actually use the complex functionalities needed by experts and big enterprises? Are there any specific tools that are especially beneficial for the industry you work in? If you ask yourself these questions it is going to be much easier to locate a reliable software that will match your budget.

How Much Does Monday.com CRM Cost?

Monday.com CRM Pricing Plans:

Monday.com offers a free trial, and four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Basic – $25/month (billed annually)

  • 5 GB of storage
  • Simple search function
  • Filter by person
  • iOS and Android apps
  • Add unlimited boards
  • 24/7 support

Standard – $39/month (billed annually)

  • Everything in Basic
  • 50 GB of storage
  • Crazy powerful search
  • Filter by anything
  • Add updates via email
  • External integrations
  • Share boards with guests
  • Limited number of guests
  • Full API
  • For your developers: use our API to move information from 3rd party systems to monday.com (and from Monday.com to other systems.) It automates tasks and saves time.
  • Timeline

Pro – $59/month (billed annually)

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

Enterprise – $118/month (billed annually)

  • Everything in Pro
  • Higher API rate limit
  • VIP support with account manager
  • One-on-one training
  • Two-factor authentication
  • Advanced security features
  • Audit log

User Satisfaction

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.

POSITIVE SOCIAL MENTIONS

4

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Monday.com CRM pricing details?

Monday.com CRM Pricing Plans:

Monday.com offers a free trial, and four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Basic – $25/month (billed annually)

  • 5 GB of storage
  • Simple search function
  • Filter by person
  • iOS and Android apps
  • Add unlimited boards
  • 24/7 support

Standard – $39/month (billed annually)

  • Everything in Basic
  • 50 GB of storage
  • Crazy powerful search
  • Filter by anything
  • Add updates via email
  • External integrations
  • Share boards with guests
  • Limited number of guests
  • Full API
  • For your developers: use our API to move information from 3rd party systems to monday.com (and from Monday.com to other systems.) It automates tasks and saves time.
  • Timeline

Pro – $59/month (billed annually)

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

Enterprise – $118/month (billed annually)

  • Everything in Pro
  • Higher API rate limit
  • VIP support with account manager
  • One-on-one training
  • Two-factor authentication
  • Advanced security features
  • 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

User reviews


User reviews in total: 11

5
4
0
2
0

Average Rating:

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The most favorable review

Leah

5 months ago


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.

The least favorable review

Scott Burson

9 months ago


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.

Published 2 months ago
Verified
user
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....



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 5 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor
Scott Burson
Report a concern

Published 9 months ago
Verified
user
"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...



What do you think about this review? Great Poor

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