In this Monday.com review, we’ll give an overview of what this CRM has to offer, pricing, alternatives, as well as some of its key features. If you’re looking for a CRM that will make organizing your business easier than ever, read on!
If you’re like most real estate professionals, you are always on the lookout for new and better ways to keep track of your contacts and potential clients.
That’s where Monday.com project management software comes in – this CRM is easy to use and can help you stay organized no matter how hectic your schedule gets.
Select a Monday.com reviews topic in our table of contents below or read start to finish.
What is the Monday.com CRM used for?
Monday CRM is a cloud-based project management software that enables users to manage their projects and teams in one place. Monday offers a variety of features, including task management, time tracking, kanban boards, Gantt charts, and more.
Monday also offers a free trial for new users.
Monday is a great tool for managing projects and teams. It helps users communicate and collaborate on projects from anywhere in the world. Monday also offers a free trial for new users, so it’s definitely worth checking out!
Monday.com CRM Usability Review
The software was assessed by comparing it to the software for a retail-focused small business (10-25 employees). For those familiar with Kanban and board software such as Asana, Jira, and Trello, Monday.com is the place to start.
The main workspace is a mixture of the traditional CRM system dashboard and the project management board, allowing for quick switching between roles simultaneously.
The Monday.com interface is based on cards that can be moved around and customized according to users’ needs. The card system is flexible and can be used to manage inventory to track customer queries.
Overall, the software is intuitive and easy to use, making it a great choice for businesses.
What Are Some Monday.com Reviews by Verified Users?
“We increased our project capacity significantly in a few months, and a large part is thanks to the 40,000+ human actions we save each month with automation.”
“Our technicians are often out on raw construction sites with only a mobile connection. monday.com gives them instant access to the project information they need and makes connecting with the team at HQ easy,”Allie Swindlehurst, Falker (Operations), Falkbuilt Ltd.
“We work on so many different projects and we can’t always connect with everyone to see who’s available. Now, with Workload, we can see who has the capacity to take on more and when the deliverable will be ready. Being able to just go into monday.com and organize the schedule for the week has been a game-changer. It gives others the visibility they need to make informed decisions based on my team’s bandwidth.”Kyle McEwen, Senior Project Manager, M Booth
“The monday.com Work OS allowed us to build a completely flexible CRM that we could customize to suit our needs, which no other CRM allowed us to do. Our business development team can now send hundreds of emails a day directly (and automatically) from our CRM without lifting a finger. monday.com CRM has opened countless doors of opportunities that we never had before.”Kyle Dorman, Operations Department Manager, Ray White
“Monday.com has been the backbone of our success. Now, we can forecast if we have enough front-end business to meet our monthly revenue targets. The platform was instrumental in our 60% revenue increase during the COVID-19 outbreak.”Shawn Murray, Chief Financial Officer, McChrystal Group
“All the data in the boards sum up into a single dashboard that our President and Head of Sales use to see the total opportunities we’ve won and review what’s in the pipeline under the different sales stages. And then, they can see a monthly breakdown of how well the sales team members are progressing towards their monthly goals. If they want to see a detailed view, they can click into it and see what’s in which sales pipeline bucket and the salesperson next to the opportunity.”Deepa Shah, SVP of Innovation, Entrepreneur Media
Monday.com CRM Integrations
Monday.com is a project management system with extensive integration with various commercial applications.
This makes it easy to use Monday to keep track of tasks, deadlines, and communications.
Monday’s integration with Slack, Gmail, HubSpot, Mailchimp, and many other tools allows businesses to streamline their workflows and keep everything in the same place. It saves time and makes work simpler. As a result, Monday’s integrated solutions simplify the lives of everyone in the business.
What are the Monday.com Project Management Software CRM Plan Options?
Monday.com Standard CRM Plan
Monday.com’s Standard CRM plan is the most commonly used package option for a good reason.
The Monday.com Standard enables the creation of dashboards using data from five different boards. It will certainly be more advanced than the Basic level. Standard packages also provide a service for guests. Four guest access tickets represent a single seat. This allows you to bring in outside users to handle the project without sacrificing your own seats.
Monday’s Standard plan is an excellent choice for those who need more power and flexibility from their project management software.
Monday.com Basic CRM Plan
Monday is a CRM software application that is beginner-friendly and affordable. It is the cheapest option with unlimited boards and more than 200 templates. You can enjoy a free viewer with no reading rights in your account.
The Monday.com Basic plan allows creating dashboards using only one board. Dashboards are typically more useful when accessed through different boards. Monday is also useless when teams use multiple boards for managing a project or many.
Monday CRM reviews give it a thumbs up for Monday’s user-friendly interface and down for Monday’s lack of features compared to its competitors.
Overall, Monday CRM is good for small businesses or teams just starting to use CRM software. Monday could be improved by adding more features and options, but it is a good choice for those on a budget.
Monday.com CRM Pro Plan
Monday.com is a popular CRM software known for handling large teams and those with a complex workflow. This approach is less restrictive for automation and integration. The monthly automation action increased to 50,000. Most companies will not reach such numbers.
It is definitely an upgrade from standard. Pro plans offer charts and charts. With charts, it’s possible to view data related to your business processes. Chart showing project managers’ and executives’ performance shows how quickly tasks are completed and how data changes. Monday CRM review finds that the company has much to offer users regarding features, automation, and integrations.
Monday.com automation plans also allow users to increase the number of actions they can take each month to 50,000. This is a significant increase from the Standard plan, allowing 10,000 actions per month.
The Monday.com Pro plan also offers charts and graphs that allow users to visualize data related to their business processes. For example, the work management tool performance chart shows how quickly tasks are completed and how data changes over time. Monday CRM review finds that the company has much to offer users regarding features, automation, and integrations.
Overall, the Monday.com CRM provides excellent value for money and is a great choice for those looking for affordable project management software. There are various choices to choose from, with the starting prices for each plan listed below.
How Much Does Monday.com CRM Cost?
Monday.com is a CRM provider that offers four service packages and a free option for individuals to monitor their job duties. Monday’s pricing is calculated by averaging the number of seats available each year for a company with 100 users.
Other discounts are available based on annual commitments. Monday’s enterprise discount programs are available to larger businesses. Students are eligible to receive free services, while nonprofits have the opportunity to get a discount.
Monday provides the basic standard and pro bundles for free with a minimum purchase price of $14.90.
This breakdown shows the various Monday.com pricing plans:
- Monday.com’s Free CRM Plan – The Free Plan includes up to 2 seats and 3 projects and limited features such as the ability to only have three columns per project board and no access to automation or templates.
- Monday.com’s Standard CRM Plan – The Standard Plan costs $10 a month per seat and includes unlimited projects and features, custom branding, automation, and SLAs. Monday also offers a 14-day free trial for this plan.
- Monday.com’s Pro CRM Plan – The Pro Plan costs $16 a month per seat and includes all of the features of the Standard Plan, as well as priority support, data export, and custom user roles. Monday also offers a 14-day free trial for this plan.
- Monday.com’s Enterprise Plan – The Enterprise Plan is customized and priced based on the needs of the business. The Monday.com Enterprise Plan includes all of the capabilities of the Pro Plan, as well as a single success manager, sign-on, and unlimited projects and users. Monday offers a free consultation to determine the best Enterprise Plan for your business.
Monday’s pricing is very reasonable, especially when compared to other CRM providers. Monday offers a perfect free plan for individuals or small businesses just getting started with CRM.
Monday’s Enterprise Plan is customizable for larger businesses and can be tailored to fit your specific needs.
What We Like Best About the Monday CRM
Monday.com’s multiple project views allow users to see their project from any perspective they desire with a single click. The software makes it easy to change visuals, zoom, and drop as desired without waiting for something to become available.
The built-in time tracking feature gives users the information to understand the project status and progress in an easy-to-understand format. This allows users to make better decisions about allocating their time and resources.
Monday.com’s multiple views and custom view types give all the information required to manage any project effectively.
Monday.com is continuing to be ranked the best software company in the Project Management category. It provides functionality and supports multiple applications.
The software comes with collaborative features, time view, google calendar, time tracking features, and hundreds of integration features. This software works for most freelancers, enterprise organizations, or anything that perfectly fits their needs.
We compare dozens of different project managers’ solutions from our experience. Monday has made my workdays better by simplifying the way I work on tasks assigned to me.
The user interface is great, and it is constantly being updated with new features that make the user experience better.
Overall, I highly recommend Monday.com to anyone looking for a great project management software solution.
What We Don’t Like About the Monday CRM
Monday.com’s task dependencies are limited to date and therefore unsuitable for most real-world applications. Dependent tasks are not initiated until they have completed their first tasks—task-dependent 101.
The standard features are included to ensure that tasks can be completed according to proper order, and the customization options are limited beyond this.
Dependencies can also only be accessed on the two top levels and are unavailable to small businesses that Monday.com targets as its main client base.
This lack of customization and ability to tailor Monday.com to specific business requirements seriously hinders Monday.com’s efforts to provide an all-in-one CRM platform.
Monday needs to provide more features and flexibility if it wants to compete with brand competitors.
Is Using the Monday.com CRM Worth It?
Monday’s CRM tool is a great asset for any business. It covers the most basic and advanced CRM requirements and goes above sales into marketing and customer support.
Monday is great for several applications, including project management, task management, contact management, opportunity management, and document management.
Monday’s CRM tool is also very user-friendly and easy to use. Overall, the responses on Monday CRM were optimistic. I hope that Monday continues to improve their CRM tool so that it can compete more with Sales teams and other CRM tools on the market.
How Hard Is The Monday.com Setup Process?
Monday is a more efficient CRM application because it uses its template and support tools. But the setup of this category can be confusing and complicated for many people.
Some medium to large enterprises with limited expertise may need help from another organization when implementing CRM solutions for their CRM application.
Enterprise packages offer a dedicated customer success manager and customized onboarding support to ensure a smooth migration to large data sets.
A customer success manager will assist you in implementing the Monday procedures and optimizing your tool usage. They will also provide training and support to ensure that you effectively use the tool.
In addition, enterprise packages come with enhanced security features, such as single sign-on and customer data encryption, to protect your data.
Monday’s enterprise package is a great choice for businesses that need help with CRM. The dedicated customer success manager and robust support tools will help you get the most out of the tool and protect your data.
Customer Setup and Support
Monday.com is a great resource for customer service tools and information. The website is filled with online documents, video tutorials, and FAQs that help you answer your questions quickly.
Unfortunately, Monday.com seems to have no way to contact them directly via the telephone. There is no live chat option available on the website, and all buttons on Contact are linked with different embedded forms.
This can be frustrating when trying to get in touch with customer service, but the wealth of resources on the website makes up for it.
If you have any questions about using Monday.com, chances are you’ll be able to find the answer on the site. And if not, the customer service team is always a phone call away.
What Are Some Monday.com Alternative CRM Options?
- Chime CRM – This is primarily for real estate agents. Read our Chime CRM Reviews.
- Liondesk CRM – This CRM is also primarily for real estate agents. Read our Liondesk Reviews.
- Pipedrive – Ideal for sales management. Read PipeDrive Reviews.
- Hubspot CRM – A popular CRM that you can also try for free.
Monday.com CRM Reviews – Final Thoughts
Monday.com CRM is a great tool for managing and tracking customer interactions. It has all the features you need to keep your customers happy and an easy-to-use interface that makes it simple to get started.
Monday CRM also offers excellent customer support, so you can always get help when you need it. Monday CRM is a great option if you’re looking for a project management tool that does more than just track tasks and deadlines.
Monday.com CRM FAQs
Does Monday com work as a CRM?
Monday sales CRM system that helps businesses manage customer interactions and data. It helps you track customer interactions across channels, including email, phone, chat, social media, and in-person meetings. Monday also includes built-in reports and tools to help you measure customer engagement and progress over time.
Is Monday com built on Salesforce?
No, Monday com is not built on Salesforce. Monday com is a cloud-based CRM system that helps businesses manage customer interactions and data. It helps you track customer interactions across channels, including email, phone, chat, social media, and in-person meetings. Monday also includes built-in reports (Advanced Reporting) and tools to help you measure customer engagement and progress over time.
Who is Monday com good for?
Monday com is a great tool for managing and tracking customer interactions. It has all the features you need to keep your customers happy and an easy-to-use interface that makes it simple to get started. Monday CRM also offers excellent customer support (Support team), so you can always get help when you need it. Monday CRM is a great option if you’re looking for a project management tool that does more than just track tasks and deadlines.
Does Monday.com CRM have a timeline board?
Yes. The Monday CRM Timeline Board is designed to see the project timeline for you and how much time it takes to complete it. Then it’s easy to determine exactly what needs to happen and where you can deliver these items. Depending upon how much work you have and what time you want to spend, Timeline has the timetable.
What’s the difference between the Monday.com free and paid plans?
Monday sales CRM is a popular tool that offers free and paid plans.
The free plan is for two users and includes unlimited private boards. iPhone and Android apps are also available for free.
Paid plans start at $11 per user per month, billed annually. Online storage starts at 512 MB with paid plans.
Monday.com offers solid platforms for teams with its basic plan and standard plans. From the paid plan, users get online storage starting from 512 MB. Monday.com is a great CRM tool for businesses or teams of two people. It’s an excellent choice for teams looking for a dependable foundation since it features a straightforward and simple-to-use design.
Monday.com’s pricing plan is very reasonable compared to other CRM tools.
About The Author: This article was researched and published by Tim Schroeder. As a husband and wife real estate team residing in Florida, Tim Schroeder brings deep expertise with over 8 years of experience as a licensed real estate agent.
Deb and Tim Schroeder have earned numerous real estate industry awards and recognitions. They have been recognized by Orlando Magazine as a “Top 100 Real Estate Professional” as well as earned Top Producer Designations with the Orlando Realtor Association for 6 years straight.