In a Nutshell
pros
- 14-day free trial
- Easily customizable dashboards
- Mobile app
cons
- Confusing pricing structure
- No automated marketing or sales tools
monday.com at a Glance
Best for: Large businesses and enterprises
Key use: Sales and marketing collaboration, lead tracking
Price: $25-custom pricing/month
Free trial: 14 days
Overview
monday.com is a very effective collaboration tool for sales, marketing, and customer service teams. By improving communication and making it easier to keep track of deadlines and assigned tasks, it helps reduce dropped leads and increase conversions. However, its best features begin and end with the advanced, customizable, collaborative boards.
Tools for Sales Teams
monday.com is essentially high-quality collaboration software, and this shows when it comes to specific tools for sales teams. It brings a lot of value to sales departments that need to collaborate to meet sales goals. You can use monday.com to assign qualified leads to specific sales reps to follow up, keep all relevant customer data in one place so that sales agents are always fully informed, and make sure that no one misses a deadline. But if you're looking for advanced sales automation tools, like automatic lead scoring, website visitor tracking, and social media insights, monday.com will leave you disappointed.
Features for sales teams:
- Establish an effective sales workflow
- Prioritize leads
- Embed web forms capture user data direct to your monday.com workflow
- Manage sales pipelines
- Unite customer data in a single board
Tools for Customer Support Teams
monday.com doesn’t shine in the area of customer support tools, either. You can use the collaboration features to make sure that no customer requests go unanswered and prevent interactions from falling between the cracks, but there are no dedicated customer support tools.
Tools for Marketing Teams
Marketers can go a long way using monday.com to track leads, plan marketing campaigns, organize funnels, and collaborate on email campaigns. But it doesn’t have the capabilities to automate marketing campaigns, track and analyze ROI, send or follow up on mass emails, or any similar tasks.
Relevant features for marketers include:
- Follow the marketing pipeline from cold lead to final sale
- Assign leads to marketers
- Collaborate on marketing and email campaigns
- Unite customer details in a single board
Customization and Integrations
monday.com makes it very easy to customize your boards. You can change the layout or color, add or remove rows, columns, and tasks, and organize boards however you’d like.
In terms of integrations, it's a little more limited. monday.com integrates with major apps like Slack, Google Drive, Jira, and Dropbox, but there's no open API, and the number of apps is tiny in comparison with other CRMs. It’s possible to add custom integrations, but to do that you'll have to get in touch with monday.com and ask for expert assistance—for an added fee.
Reporting and Dashboards
monday.com is all about the visuals. You can flip between Kanban, timeline, calendar view, map view, and chart view, as well as viewing reports and dashboards by user. Depending on which plan you buy, you can get up to an unlimited number of dashboards which give you huge flexibility in terms of layout, visualizations, filters, and more.
It’s not so clear what the reporting capabilities are. monday.com focuses on helping teams collaborate, so reports seem to be based on what you put together for yourself, rather than generated automatically by the software.
Mobile Options
monday.com offers both an iOS and an Android app so that everyone can keep in touch, track leads, and update each other no matter where they are. The monday.com mobile app has full functionality.
Plans and Pricing
monday.com has a range of different pricing tiers, from $25 per month if you pay annually, up to customized pricing for enterprise customers. monday.com doesn’t have a free version, and even the lowest-price tier is pretty expensive compared to other CRM options. However, it does offer discounts for non-profits (without specifying the size of the discount).
monday.com's plans all include unlimited viewers and boards, over 20 columns, and embedded forms. The pricing depends on the number of users as well as your choice of plan.
If you’re using the lowest tier, you just get advanced collaboration tools. The Standard and Pro plans add calendar, timeline, and map views, customized forms, and advanced search. With the Pro plan, you’ll also get time tracking, custom tags, and the option to create private boards. The number of integrations, automations, dashboards, and storage, as well as security and customer support, also increase with the plans.
Although there's no free version available, you can try out any monday.com plan for free for 14 days, without needing to provide any credit card details.
Ease of Implementation and Use
monday.com is a fairly easy-to-use program, although the huge range of actions and rules can be a little overwhelming at first. However, monday.com makes sure to provide plenty of help and support for new users. There are webinars, video tutorials, on-demand walkthroughs, and guides galore. The webinars are even offered in 7 languages, as well as English, which is a very nice touch. You can request support from a professional expert who’ll explain how to get the most out of monday.com.
When you get started with monday.com, there are a lot of elements to keep an eye on. Fortunately, the dashboard is quite intuitive, colorful, and very modern. It doesn’t take long for it all to come together.
Customer Service
monday.com organizes its customer service into clear sections so that you always know where to go for your specific issue. There are plenty of webinars, tutorials, guides, and an extensive FAQ section, all of it easily searchable. If you need individual customer support, you can contact them by phone, email, or through the online web form.
What Users Say About monday.com
"This is an all-in-one template that takes care of your top-level project management & your sales funnel in one, which gives you the opportunity to segment historic won and lost sales data easily."
Ryan Gardiner, DCI-Digital
"Again - super easy and simple which saves you a lot of time."
Trine Hoffensetz Winther, StormGroup
"You always know what everyone is working on!"
Vraj Shroff, Steignet
Conclusion
monday.com is excellent at helping sales, marketing, and customer service teams connect and communicate. It streamlines sales and marketing pipelines and makes it easy to present workflows, as well as delivering a single location to unite all customer data. But without any advanced tools for sales or marketing automation, customer service support, or AI-assisted lead scoring, it’s just glorified and expensive collaboration software.
