Why you possibly can belief TechRadar
We spend hours testing each services or products we overview, so that you could be positive you’re shopping for the perfect. Find out more about how we test.
Monday CRM is a customizable gross sales platform that goals to streamline the whole gross sales cycle, from lead seize to deal closing. As a part of the broader Monday.com suite of labor administration instruments, the CRM integrates seamlessly with Monday’s different choices whereas additionally functioning nicely as a standalone resolution.
What instantly stood out to me throughout my overview of Monday was its playful and vibrant interface — a stark distinction to the straightforward spreadsheet-like design of lots of the best CRM platforms. However do not let the playful exterior idiot you. Below the hood, Monday CRM packs some severe energy and suppleness.
The platform means that you can tailor pipelines, information fields, automations, and extra to match your distinctive gross sales processes. Collaboration is a core focus, with instruments for speaking with each colleagues and purchasers. Dashboards and reporting options provide you with real-time visibility into gross sales efficiency. On this in-depth overview, I will share my firsthand expertise utilizing Monday as a CRM, inspecting its key options, ease of use, pricing, and extra that will help you decide if it is the best match on your gross sales staff.
Monday.com CRM: Core capabilities
As I explored Monday’s core capabilities, I discovered that it supplies a stable CRM basis with contact and account administration. I discovered it simple to centralize all buyer information, together with contact particulars, communication historical past, and related offers, in a single place. I preferred how the flexibility to create detailed buyer profiles helps construct a 360-degree view of every account.
Capturing leads from varied sources and monitoring them by way of the gross sales funnel felt intuitive. I appreciated having the ability to customise lead levels and create a number of pipelines to match my distinctive gross sales processes. A drag-and-drop interface made it easy to maneuver offers between levels as they progressed.
For these anxious about utilizing a office administration platform for gross sales forecasting, Monday.com fortunately has you lined. By setting chance percentages for every deal stage, I might generate income projections and perceive my pipeline’s well being at a look. The flexibility to trace precise income towards forecasted quantities added an additional layer of perception.
Monday.com’s no-code workflow automation builder comes with templates for inexperienced persons, making it simple to implement automation with out requiring in depth technical experience. I used to be capable of arrange varied automated workflows, akin to assigning results in particular staff members primarily based on standards or sending follow-up emails after a sure interval of inactivity. These automations saved appreciable time and ensured constant follow-up processes.
Monday presents a variety of pre-built dashboards and reviews protecting gross sales exercise, staff efficiency, income traits, and extra. I discovered the reviews visually interesting and simple to know and I preferred the flexibility to drill down into particular person metrics supplied granular insights. Nonetheless, I did discover the report customization choices considerably restricted in comparison with different CRMs that I’ve used.
Monday’s cell app supplies a devoted on-the-go expertise with entry to all key options. Having the ability to handle my pipeline, log calls, and think about reviews on the go was extremely handy. The app’s interface was intuitive and optimized for cell, making it a seamless extension of the desktop platform.
In the previous few months, Monday has additionally launched a variety of AI-enabled options to its CRM platform. For instance, AI-powered e-mail composition was notably spectacular, serving to me draft customized emails rapidly primarily based on context and former communications. One other good addition was the AI-driven insights and strategies, akin to figuring out the perfect occasions to contact leads or highlighting offers which will want consideration. However whereas these options had been usually useful, I discovered that the AI capabilities are nonetheless evolving, sometimes producing strategies that weren’t fairly on the right track.
Nonetheless, I did determine just a few areas for enchancment. The platform at present lacks some superior options like territory administration and gross sales teaching instruments which are discovered in additional enterprise-focused CRMs. Moreover, whereas the reporting is stable general, I might have preferred to see extra flexibility in creating customized report templates. Regardless of these limitations, I discovered that Monday’s core options are nonetheless sturdy sufficient to hold it by way of as a powerful CRM.
On the finish of the day, Monday’s core capabilities are strong and complete, making it a powerful contender within the CRM market. Whereas there are some areas for enchancment, the platform can nonetheless be a precious asset for gross sales groups throughout small, medium, or giant enterprises.
How simple is Monday.com CRM to make use of?
Throughout my time with the CRM, Monday’s customizable dashboards and drag-and-drop performance made it easy to tailor the CRM to my particular wants and preferences. I discovered that I might simply create customized pipelines, add new information fields, and rearrange parts to optimize my workflow with none coding information.
There’s an in depth library of pre-built templates, protecting a variety of gross sales processes and industries to supply a stable basis for customers to construct upon. I used to be capable of rapidly arrange my CRM by deciding on a related template after which fine-tuning it to match my distinctive necessities. This considerably decreased the effort and time wanted to get began with the platform.
Monday’s no-code automation builder is as soon as once more a function value mentioning, as a result of it presents a simple strategy to cut back the non-essential duties on a gross sales supervisor’s plate, making the consumer expertise that rather more intuitive. It’s modern, responsive, and customised to the wants of most trendy companies.
Throughout the onboarding course of, Monday presents a complete information base crammed with articles, video tutorials, and step-by-step guides that cowl each side of the CRM. I discovered these assets helpful after I wanted to learn to carry out particular duties or troubleshoot points. Moreover, Monday additionally supplies webinars and dwell coaching for customers preferring a extra hands-on studying method.
General, the educational curve for Monday CRM is comparatively brief, due to its intuitive design and useful assets. As a comparatively new consumer, I used to be capable of navigate the platform and carry out primary duties inside a matter of hours. The visible nature of the interface, with its color-coded pipelines and clear information group, made it simple to know the move of knowledge and take motion accordingly.
However whereas it presents a excessive diploma of flexibility, extra advanced configurations require a deeper understanding of the platform’s capabilities. In these instances, I needed to spend extra time exploring the information base and experimenting with totally different settings to attain my desired outcomes.
One other space the place Monday CRM might enhance is its cell app expertise. Whereas the app supplies entry to important CRM options on the go, I discovered that some performance was restricted in comparison with the desktop model. For instance, sure customization choices and reporting options weren’t obtainable on cell, which may very well be inconvenient for customers who closely depend on their smartphones for work.
Monday.com CRM integrations
With over 200 pre-built integrations and a strong API, Monday.com seamlessly connects with a variety of widespread enterprise purposes, making certain a easy move of knowledge and streamlined processes throughout the group.
For starters, Monday’s app market presents a various vary of pre-built connectors, protecting important integration classes akin to communication, collaboration, advertising and marketing, finance, and growth. Common instruments like Slack, Gmail, Microsoft Groups, and Outlook are all supported. The flexibility to sync conferences, automate emails, and obtain notifications straight in Monday considerably streamlined my each day duties and decreased the necessity to swap between a number of purposes. As an example, I might obtain Slack notifications for vital CRM updates or entry Google Drive recordsdata straight throughout the CRM interface.
In instances the place a pre-built integration was not obtainable, Monday CRM’s open API proves very precious. Because of the well-documented API, you possibly can develop your individual integrations from scratch utilizing frequent programming languages. Whereas the API documentation is well-structured, nonetheless, that is one thing that solely skilled builders ought to try due to the steep studying curve.
When you can’t discover a pre-built connector on your software however aren’t assured sufficient to code a customized integration from scratch, Monday presents another choice — Zapier. Zapier acts as a bridge, connecting Monday with over 2,000 different apps, vastly increasing the chances for automation and information sharing. I used to be capable of create advanced workflows and automate repetitive duties throughout a number of purposes with none coding information.
Whereas the combination capabilities are usually spectacular, nonetheless, I did encounter just a few limitations. Some superior options, akin to customized subject mapping and bi-directional information syncing, weren’t obtainable for sure integrations. Fortunately, these situations had been comparatively minor and didn’t considerably influence the general performance of the platform.
How good is Monday.com buyer assist?
Monday presents a complete vary of assist channels, making certain that customers can get assist at any time when they want it, by way of whichever technique they like. It boasts a strong information base crammed with articles, video tutorials, and step-by-step guides protecting each side of the CRM. The documentation is well-organized, simple to navigate, and recurrently up to date to mirror the most recent options and enhancements.
Monday.com additionally operates an in-app studying heart that’s meant to assist you become familiar with the platform in a extra contextual setting. Having the ability to study the ropes with out having to go away the CRM is a welcome addition in my guide, because it reduces the necessity for forwards and backwards and the cognitive workload from having to cross-reference tutorials with the in-app interface.
Along with the information base, Monday supplies a neighborhood discussion board the place customers can join with one another, share finest practices, and search recommendation from skilled practitioners. I discovered the neighborhood to be energetic and supportive, with customers readily providing their insights and options to frequent challenges.
On the subject of dwell assist, Monday presents a number of channels, together with telephone, chat, and e-mail. Its common response time has been nicely inside business requirements, with most questions being addressed inside a matter of hours. The platform boasts a powerful common decision time of 1.67 hours, which is among the many finest within the business.
Nonetheless, there are some things that might stand to enhance. Presently, telephone assist is barely obtainable throughout restricted hours, which can be inconvenient for customers in several time zones. Monday might additionally stand to learn from extra one-on-one coaching and certification packages for brand spanking new customers, which might be useful in boosting consumer adoption after implementation. Presently, these packages are solely accessible to enterprise prospects.
Monday.com CRM pricing and plans
|
Plan |
Primary |
Commonplace |
Professional |
Enterprise |
|---|---|---|---|---|
|
Value |
$12/consumer/month |
$17/consumer/month |
$28/consumer/month |
Customized quote |
|
Greatest for |
Small groups beginning with CRM |
Rising groups needing automation |
Gross sales groups requiring superior options |
Giant organizations with advanced wants |
|
Options |
Limitless customizable pipelines; Contact administration; Primary lead monitoring |
Two-way e-mail integration; AI e-mail generator; Customized CRM automations |
Gross sales forecasting; Mass e-mail capabilities; Superior analytics |
Lead scoring; Enterprise-scale automations; Superior safety features |
|
Limitations |
Restricted automation and integration choices |
Restricted to 250 automation actions per thirty days |
Some superior options nonetheless unavailable |
Pricing could also be prohibitive for smaller groups |
Monday presents 4 distinct pricing tiers: Primary, Commonplace, Professional, and Enterprise, with costs starting from $12 to $28 per thirty days when billed yearly. Observe that per consumer costs are literally decrease, however Monday requires that you simply purchase not less than 3 seats to have the ability to entry its CRM platform. Whereas this shouldn’t be an issue for many organizations, solo entrepreneurs or startups with one-person gross sales groups will not be the supposed demographic for the platform. Annual billing additionally supplies an 18% low cost on every plan, so month-to-month subscription prices are sometimes larger.
By way of worth for cash, Monday’s function set is sort of complete, even on the decrease pricing tiers. The Primary plan beginning at $12 per consumer per thirty days contains limitless customizable pipelines, contacts, and boards, in addition to templates for lead, contact, and deal administration. It is a stable basis and helps make Monday.com one of many best CRM for start ups.
As you progress up the pricing tiers, the function set expands considerably. The Commonplace plan at $17 per consumer per thirty days introduces superior account, contact, and deal administration, two-way e-mail integration with Gmail and Outlook, and customized CRM automations. For companies with extra advanced wants, the Professional plan at $28 per consumer per thirty days presents gross sales forecasting, e-mail monitoring, mass e-mail capabilities, and elevated storage and integration actions.
Nonetheless, some superior options, akin to Monday’s lead scoring, staff objectives, and superior analytics, are solely obtainable on the Enterprise plan. This plan requires contacting Monday for a customized quote, but it surely’s solely appropriate for giant organizations anyway. Whereas this isn’t unusual for enterprise-level CRM options, it could be a barrier for smaller companies that want entry to sure superior capabilities.
While you examine the per-user pricing, Monday’s prices are literally a lot decrease than these of rivals like Freshsales and Salesforce. Nonetheless, the dearth of a single-user buy choice does little to focus on the extra affordability. Nonetheless, Monday presents reductions for college students and nonprofits, which is a pleasant contact. Moreover, the corporate supplies a 14-day free trial of the Professional plan, permitting potential customers to check out the platform’s options earlier than committing to a paid subscription.
Monday.com CRM overview: Last verdict
Monday’s core CRM capabilities are complete and well-implemented, offering customers with highly effective instruments for managing contacts, leads, and alternatives. Whereas some superior options are reserved for higher-tier plans, the general performance is spectacular, even at lower cost factors.
An intuitive design, coupled with in depth onboarding assets, ensures a easy studying curve for brand spanking new customers. The visible interface, with its color-coded pipelines and drag-and-drop performance, makes it simple to navigate and perceive advanced gross sales processes at a look.
It’s not with out its faults — some important options like gross sales teaching instruments, customized reporting templates, and customized subject mapping for integrations are sadly lacking from the platform. Though there’s all the time room for enchancment, I imagine that Monday.com is a extremely useful and helpful CRM whether or not you’re a small enterprise, a medium-sized group, or a large-scale enterprise.