Last Updated on February 1, 2022 by Tracy Jackson
If you’re looking for a comprehensive CRM software solution that also acts as a project management tool, Monday.com is definitely worth checking out.
This software offers a wide range of features and is perfect for businesses of all sizes.
CRM software Monday works well as a project management software.
Monday CRM software allows you to manage planning and tracking costs while helping your sales team work more efficiently.
In this review, we will take a closer look at what Monday.com has to offer and discuss its pros and cons.
We’ll also compare its pricing to other popular CRM solutions on the market. So, let’s get started!
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- Very user-friendly and easy to navigate
- Affordable, especially for small businesses
- Can be customized to fit your specific needs
- Customer support is excellent and available 24/7
- Cloud-based software
- The user interface can be confusing for first-time users
- There is a learning curve to using the software
- Not all features are available in the free plan
- Customer support can be slow to respond at times
Monday CRM Pros
Monday.com is a great CRM software for its features, pricing, and integrations.
The software offers a variety of features that are beneficial to businesses of all sizes.
Additionally, the company has competitive pricing plans that make it affordable for businesses of all sizes.
Finally, Monday.com integrates with many popular applications, making it easy to get started using the software.
Overall, Monday.com is an excellent CRM solution for businesses of all sizes.
Here are some of the main benefits of Monday.com CRM:
- Monday.com is very user-friendly and easy to navigate.
- The pricing is very affordable, especially for small businesses.
- There are a lot of features included in the software that can be customized to fit your specific needs.
- Customer support is excellent and available 24/seven.
- Cloud-based – can be accessed from anywhere with an internet connection.
Monday CRM Cons
Despite the many positives about Monday CRM software, there are some cons worth mentioning as well.
First, the user interface can be confusing for some users until they become more familiar with it.
Second, while Monday does offer a lot of features, some businesses may find that they do not need all of them.
Finally, the integrations with other applications can be a bit glitchy at times.
However, these cons are relatively minor and should not overshadow the many positives about using Monday CRM software.
Here are some of the cons of CRM platform Monday.com:
- The user interface can be confusing for first-time users.
- There is a learning curve to using the software.
- Not all features are available in the free plan.
- Customer support can be slow to respond at times.
Plans and Pricing
Here are the pricing plans that Monday.com offers users:
The Individual plan is Monday.com’s free forever for up to two seats.
The paid plans are based on the number of seats you would like for your business.
Monday.com’s pricing page has a handy calculator you can use to calculate your pricing based on the plan and the number of seats.
The Basic plan starts at $8 per user per month, billed annually.
The Standard plan starts at $10 per user per month, billed annually.
The Pro plan starts at $16 per user per month, billed annually.
The Enterprise is at custom pricing.
You can also pay for all these plans on a monthly basis at slightly higher pricing.
However, I would recommend you pay yearly for an 18% discount across all plans.
Apart from CRM functionality, Monday.com has many other core features that help you do things like managing your sales pipelines and your customer data.
Monday.com has an impressive list of features that can help organizations track and manage customer interactions, communications, and data.
The software also includes customizable workflows to automate tasks, making it easy to get the most out of the platform.
Reports can be generated on customer activity, providing insights into how well your business is servicing customers.
Here’s a quick list of Monday.com’s core features:
- Organize and manage customer data.
- Track customer interactions and communications.
- Create custom workflows to automate tasks.
- Generate reports on customer activity
Additional features include:
- Integration with other software platforms.
- Collaboration with team members in real-time.
- Availability of a mobile app.
Let’s look at some of these features so you can get a clear picture of all that Monday.com can do for you.
1. User Interface
The user interface (UI) of Monday.com is extremely clean and organized.
All of the features are easy to find, and it’s simple to customize your view to see only the information that you need to maximize your sales efforts and focus on your business growth.
The drag-and-drop feature makes creating tasks and projects a breeze, and the chatbot integration means you can get help without ever leaving your screen.
One downside of the UI is that it can be a little overwhelming at first glance.
There are so many features available that it can be tough to know where to start.
But once you get used to the layout, it’s easy to navigate around and find what you need – whether it’s lead management or monitoring your sales team activity.
Overall, I think the UI is excellent and very user-friendly for your marketing or sales teams.
2. Drag-and-Drop Functionality
The drag-and-drop feature is an important part of CRM software because it allows users to easily move and manage their tasks.
Monday.com is one of the few CRMs that offers drag-and-drop functionality, which makes it a popular choice for businesses.
Monday.com’s drag-and-drop functionality is easy to use and can be customized to fit the needs of your business.
You can create new tasks, projects, and teams by simply dragging and dropping them into place.
This makes it easy to get started with Monday.com and quickly begin managing your workflows.
The drag-and-drop functionality also makes it easy to rearrange your tasks and projects as needed.
If something changes in your business, you can easily adapt your workflow to reflect the new changes and manage projects.
3. Project Management Features
Monday.com is a great way to keep track of your projects and tasks.
You can create boards for each project, and then add cards with the tasks associated with that project.
Monday.com also has a lot of great features, including:
- Task reminders,
- File sharing,
- Commenting on cards, and
- Due dates
4. Sales Pipeline
Monday.com offers a comprehensive and easy-to-use sales pipeline overview.
The software allows you to track your deals from start to finish, which is great for keeping your sales process organized.
You can also add notes and tasks to each deal, as well as set deadlines, so you’ll always be up-to-date on the progress of each sale.
Another great feature of Monday.com’s sales pipeline is its ability to create reports.
With just a few clicks, you can generate a report detailing how your business is performing month-over-month or year-over-year.
This can be extremely helpful in assessing your team’s performance and making sure that you’re on track to reach your targets.
5. CRM and Sales Dashboard
The CRM and sales dashboard of Monday.com is very comprehensive and easy to use.
The interface is sleek and modern, making it a pleasure to work in.
It offers many features that are not available in other CRMs I have used in the past like the ability to add tasks directly to the calendar and automatic reports on how your team is performing.
6. Ease of Use
Monday.com is extremely easy to use and navigate, which was a major selling point for me.
I found the interface to be modern and user-friendly.
The drag-and-drop feature makes creating tasks and projects a breeze.
Overall, I was very pleased with the ease of use of Monday.com CRM software.
7. Contacts and Users
Monday.com is a cloud-based CRM software that offers a great way to manage your contacts and users.
It has a clean and intuitive interface that makes it easy to add new contacts, view contact details, and send email campaigns.
The contact management features of Monday.com include the ability to add notes, tags, and activities for each contact, as well as create custom fields (e.g., company size) to track additional information about your contacts.
You can also import contacts from other applications (e.g., Gmail or Salesforce), or manually enter them into Monday.com.
When it comes to managing users, Monday.com allows you to create user profiles with customizable permissions so that different team members can access the information they need.
You can also assign tasks to users, and track their progress on those tasks.
Overall, Monday.com is a great option for businesses that want easy-to-use CRM software with powerful contact and user management features.
It’s priced competitively compared to other cloud-based CRMs and has a free trial so you can try it before you buy it.
Reporting features are important for any CRM software.
Monday.com offers a good amount of reporting options to help you track your data.
You can easily see how many deals are in each stage of the sales cycle, what products or services are being sold most often, and more.
The reports are easy to read and customizable, so you can tailor them to your specific needs.
You can also export the data into a variety of formats for further analysis. Overall, the reporting features of Monday.com are well-done and helpful.
Integrations are a key part of any CRM software.
Monday.com offers a wide range of integrations (more than 40!), both with its own products and with other applications.
Some of the integrations available with Monday.com include:
- Google Drive
Each integration has its own set of features and benefits, which can be customized to fit the needs of your business.
The Google Drive integration, for example, allows you to view and edit files directly from Monday.com, while the Slack integration provides real-time updates on tasks and projects within your team.
Overall, the integrations offered by Monday.com are powerful and customizable, making it easy to connect with the tools you already use.
Pricing for the integrations starts at $12 per month, making them an affordable addition to your CRM software.
Charts are an essential part of CRM software. Monday.com offers a variety of charts that can help you visualize your data and track progress over time.
The first chart is the activity feed. The activity feed shows all the actions that have been taken on your account and by whom.
This can be helpful for identifying bottlenecks or tracking team progress.
Next is the board view.
The board view displays all your tasks in a Kanban-style layout, making it easy to see what’s been completed and what still needs to be done.
You can also customize the columns to match your workflow.
The next chart is the pie chart.
The pie chart lets you break down your data into slices so that you can see how much of your total is made up by each category.
This can be helpful for identifying trends and prioritizing tasks.
The last chart is the table view.
The table view displays your data in a tabular format, making it easy to see specific details about each task or contact.
You can also filter the data to see only the information that you need.
Overall, Monday.com’s charts are a valuable tool for tracking progress and understanding your data.
They’re customizable so that they can fit any workflow, and they provide an overview of all the activity on your account.
11. Customer Support
Monday.com’s customer support is excellent.
The company offers a variety of resources to help you get started, including tutorials, FAQs, and a knowledge base.
The support team is available 24/7 to answer any questions you may have.
They also offer live chat and phone support. In addition, Monday.com has a large community of users who are happy to help out fellow users.
Frequently Asked Questions
1. Can I use monday.com for free?
Yes, you can use monday.com for free with a limited number of features.
Paid plans include more features and support. You can also upgrade to a paid plan at any time.
2. Is monday.com easy to use?
Monday is extremely user-friendly and easy to learn. You’ll be up and running in no time!
3. What are some of monday.com’s features?
Monday offers a wide range of features, including task management, file sharing, and communication tools.
You can also create custom workflows to fit your specific needs.
4. How does monday.com compare to other CRMs?
Monday is an affordable and user-friendly CRM that offers a wide range of features.
It’s perfect for small businesses and teams. compared to other CRMs?
Monday is an affordable and user-friendly CRM that offers a wide range of features.
It’s perfect for small businesses and teams.
Other CRMs may offer more features, but they can also be expensive and difficult to learn.
Monday is the perfect balance of affordability, usability, and features.
5. Is monday.com secure?
Monday.com is a secure CRM software that offers the ability to password protect your data.
You can also require two-factor authentication for added security.
Monday.com encrypts all of your data in transit and at rest, making it safe and secure to use.
Overall, Monday.com is a secure CRM software that you can trust to keep your data safe and private.
Monday.com is a secure CRM software that offers a variety of features, making it a great choice for businesses of all sizes.
The pricing plans are affordable and include everything you need to get started.
Overall, Monday.com is a great choice for businesses looking for secure CRM software.
Click here to get started with Monday.com.
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