monday.com Review

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monday.com at a Glance

Best for: Large businesses and enterprises 

Key use: Sales and marketing collaboration, lead tracking 

Price: Starting at $8 per seat per month (with a 3 seat minimum) 

Free trial: 14 days 

Overview

monday.com is an effective collaboration tool for sales, marketing, and customer service teams. By improving communication and management of deadlines and assigned tasks, monday.com 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 shines through the specific tools for sales teams. It brings a lot of value to sales departments that require  collaboration 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

While you can use the collaboration features to make sure that no customer requests go unanswered and prevent interactions from falling between the cracks, 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. However, it doesn’t have the capabilities to automate marketing campaigns, track and analyze ROI, send/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.

When it comes to integrations, you will have to opt for the $10 per user per month Standard plan. This plan allows 250 actions per month for integrations. The next plan (Pro, priced at $16 per user per month) allows 25,000 monthly actions for automations. 

While some integrations may come at an additional fee, monday.com can integrate with a variety of popular apps like Slack, Google Drive, Drop Box, the Adobe Suite, and more. This feature comes in handy for collaboration between sales and marketing teams.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 allows massive 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 $24 per month billed 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 nonprofits (without specifying the size of the discount).

monday.com's plans all include unlimited viewers and boards, over 20 column types, 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  free for 14 days without entering card information.

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 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, adding a touch of inclusivity to the platform. You can also request support from an expert who will explain how to get the most out of monday.com.

When you get started with monday.com, there are many  elements to keep an eye on. Fortunately, the dashboard is quite intuitive, colorful, and very modern. It doesn’t take long to master the platform.

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 their online web form.

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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 collaborate and communicate. It streamlines sales and marketing pipelines and makes it easy to present workflows, while providing a single location to unite all customer data. However, 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.