Monday CRM Review (2023)


What are the Limitations of Monday Sales CRM Software?

As much as we loved using Monday Sales CRM, there have been just a few limitations that we got here across throughout our research.

As an illustration, Monday’s free version of this product doesn’t include all of the features that include its paid plans like unlimited boards, lead scoring, sales analytics and forecasting, account management, and synchronization with Google Calendar.

Because of this users who need access to those advanced features for the general success of their business may have to scale up their plans, which may very well be difficult and frustrating for those on a decent budget.

We recommend signing up for the free trial first before deciding whether or not it’s value paying for.

What Sets Monday Sales CRM Other than the Competition?

Monday Sales CRM has several unique qualities that set it aside from its competitors.

As we mentioned before, it’s more cost-effective and offers higher versatility and scalability for each small and huge businesses in comparison with PipeDrive.

Moreover, it offers a free plan for users who only need probably the most basic CRM features, versus PipeDrive that only provides a brief 14-day free trial of its services to users.

Furthermore, this platform may be very intuitive and simple to make use of, providing customization options and drag-and-drop capabilities that make it easy to personalize your workspace based in your needs.

All of those features and more make this product an excellent alternative for businesses in search of an all-encompassing and budget-friendly CRM platform to administer their sales.

Getting Began with Monday Sales CRM

If you happen to’re able to use this CRM software, getting began is super easy!

All you’ve to do is enroll for his or her 14-day free trial along with your Google account or email address!

When you do this, its onboarding process takes just a few moments to finish, so the platform may also help personalize your account to suit your requirements.

After you create a password and input your name, it should ask you about your job and the explanation you want to use the service.

At SBB, we said we were using it specifically for work and that I used to be the business owner.

Monday Sales CRM - Onboarding Process 2

Next, it should ask you about your team and company size, in addition to what you prefer to to deal with probably the most while using this product.

On this case, we selected lead management.

Monday Sales CRM - Onboarding Process 3

Then it should prompt you to choose the areas you prefer to this platform to help you with before you’ll be able to invite your team to your recent account!

The last step is naming your first board and then you definately can be able to start with managing your sales!

Monday Sales CRM - Getting Started

Moreover, in the event you find that you just need just a little help learning how you can use your recent board, it provides a “Getting Began” tab that includes articles and training videos to walk you thru any learning curve.

Is Monday Sales CRM Easy To Learn & Use?

In our experience, this product is one among the best CRM providers to learn and use. The interface is clean and arranged, so it’s easy to navigate even in the event you’re not a tech expert.

It helps sales managers and teams with the next:

  • Closing deals
  • Tracking deal progress
  • Monitoring sales pipelines
  • Constructing customer relationships
  • Managing contacts and accounts

What’s more, its collaborative features and live data analytics enable sales managers and teams to remain organized and on top of their game.

At the top of the day, we highly recommend Monday Sales CRM to anyone searching for a user-friendly and adaptable sales CRM.

Monday Sales CRM Customer Service & Support Review

Monday Sales CRM’s prioritized customer support is obtainable to show you how to with any questions or issues that you just come across.

Its sales reps may be contacted via email, live chat, or phone. Nonetheless, it is necessary to be mindful that the live chat feature is just accessible Monday-Friday between 2 AM and 6 PM, while the phone option is reserved for billing issues only.

Once we bumped into an issue, we selected to contact them by email, which created a ticket with a quoted wait time of as much as 10 hours.

Although, it could potentially take longer for somebody to reply in the event that they are experiencing a high volume of requests.

With that said, the platform also provides an in depth knowledge base with tutorial videos and articles for users to parse through in the event that they need faster results.

Though the platform’s customer support was slow to reply and may very well be improved, we were thoroughly impressed with the detailed knowledge base, which helped us resolve our problems quickly.


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