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monday.com Review

9.9
exceptional
Marth Kendall Custard

In a Nutshell

monday.com (formerly dapulse) offers flexible, customizable, collaborative software that is easy to use and intuitive to master. It helps streamline, connect, and support employees in sales, marketing, and customer service teams so that they meet their deadlines and don't drop the ball.

pros

  • 14-day free trial
  • Easily customizable dashboards
  • Mobile app

cons

  • Confusing pricing structure
  • No automated marketing or sales tools

mondayCRM mondayCRM Visit Site

monday.com at a Glance

Best for: Large businesses and enterprises 

Key useSales and marketing collaboration, lead tracking 

PriceStarting 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.


Basic
Standard
Pro
Enterprise
Price per month billed annually/ monthly (based on 5 users)
$24/$29
$39/$48
$59/$72
Custom pricing
Integrations
0
5
20
50
Automations
5
15
60
150
Dashboards
1
5
20
Unlimited

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.

mondayCRM mondayCRM Visit Site

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.


Martha Kendall Custard writes for top10.com and is a conversion-driven marketer and B2B content creator who improves brand authority while making sales. She works with SaaS and software companies as well as digital advertising agencies to write strategic blog posts that drive traffic and convert.

mondayCRM customer reviews

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Top Reviews

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1 years ago

My team and I enjoy using it. Mainly the analytics and reporting section we also are able to communicate through the same system and allows us to track current with whatever project that's going on because we are all in different time zones in there's a couple out of the country.

1 years ago

It is incredible and I love the system. I enjoy using it a lot and that's always a good sign

1 years ago

Simplicity makes it easy to learn and the product helps push SCRUM methods for enhanced productivity over a digital platform. Perfect

1 years ago

Because it's really good in all aspects. Affordability and usability are always something we look for at work.

1 years ago

The project management tools are great, and while I am a newer user on this platform I think it's a great solution for our project management needs.

2 years ago

This brand provides excellent customer service and has all the tools that I need for success.

1 years ago

this saves me time and anything that does that gets a high rating from me.

1 years ago

Monday is a very good company i love the customer service and the consistency that this company brings to the table

1 years ago

Monday.comis a good product and meets our companies needs. I find it is easy to use and it helps us manage our company

1 years ago

Monday.comreally didn't pass the test. I would have a very hard time suggesting them to friends or family.

1 years ago

Easy to use. I think that it is worth of money because you save your time. It is a good quality service. Time is money so don't waste it.

1 years ago

I had a hard time fully implementing the plan. My department was trying the free version for the summer, and I think the membership version would have helped.

1 years ago

Don't have anything to complain about. The platform is easy to use and makes work much easier to manage

1 years ago

It is useful tool for tracking the team deliverables and status of various tasks. It is intuitive and easy to use.

1 years ago

Great customer satisfaction, great quality of service, very easy to use and get your head around. The technology is there - it's all we need.

1 years ago

Monday.comis a good project management tool but have worked with other tools that have been a little more intuitive and easier to use

1 years ago

I like the project management tools, I find them to be much easier to use than other systems we tried previously.

1 years ago

It has a very easy to use interface, and the program is very easy to understand. I recommend this brand.

1 years ago

It's technologically cutting-edge, and very user-friendly.. I would highly recommend it to any of my colleagues. I've used other types of CRM tools and I like mine to be most effective

1 years ago

Reliable. Ease of use. Compatibility. Good technical support. Adaptive and versatile. Good documentation.

33 reviews