Monday.com is a project management tool that can be used in a variety of industries. It is simple to use and can be customized to fit the needs of your business. In this product review, we will discuss the pros and cons of using Monday.com, as well as some of its competitors and alternatives. We will also share some customer reviews of Monday.com from people who have actually used the product!
Monday.com is a great tool for project management because it is simple to use and can be customized to fit the needs of your business. One con of using Monday.com is that it is not free, so you will need to pay for a subscription in order to use it. However, the pricing plans are very reasonable and there is a free trial available so you can try it out before you commit to anything. Overall, we think Monday.com is a great tool for project management and recommend it to businesses of all sizes!
If you are looking for an alternative to Monday.com, some options include Trello, Asana, and Basecamp. These alternatives are all similar in terms of features and price, so it really comes down to personal preference. Whichever tool you choose, make sure that it is the right fit for your business needs! Monday.com is also considered a great CRM tool and some alternatives to Monday.com sales CRM are Salesmate, HubSpot Sales CRM, Pipedrive, and Zoho CRM.
Monday.com Pricing plans
Monday.com offers five pricing plans: Free, Basic, Standard, Pro, and Enterprise. The free plan includes limited features and allows you to manage up to five projects. The Standard plan starts at $25 per month and includes additional features such as unlimited projects and users, advanced reports, and priority support. The feature comparison of all the pricing plans of monday.com is given below in the table:
- Unlimited projects
- Unlimited users
- Advanced reports
- Priority support
- API access
- Custom branding
- Dedicated success manager
- Unlimited storage
- Data export
- User groups
- Time tracking
- Dedicated account manager
- Custom user permissions
- Single sign-on (SSO)
- Advanced security features
The individual is the free plan, which provides a single user with the boards, templates, and columns they need to manage their tasks for their own time management. You’ll encounter roadblocks quickly: You won’t be able to share your boards, and you won’t get customer support.
The most exciting features of Monday.com
- Project management
- Task management
- Gantt charts
- File sharing
- Team collaboration
Monday.com as a CRM
Monday.com has many features that make it a great tool for project management. It can also be used as a best CRM tool. Enabling the Monday.com CRM – You need to enable the CRM in order to use it. To do this, go to ‘Settings’ and then ‘Company Settings’. Select the ‘CRM’ tab from there and then toggle the ‘Enable CRM’ switch to ‘On’.
Some of the features that make it a great CRM tool are as follows:
- Contact management
- Lead management
- Opportunity management
- Pipeline management
- Sales forecasting
- Activity tracking
CRM features and Functionality
Let’s dive deeper into what features and functionalities of Monday sales CRM is helpful for users.
Monday Sales CRM allows you to link your Gmail or Outlook account with it in order to handle all client communications on a single platform. This lets you keep track of each contact, especially since you’ll get a notification when an emailed message has been opened. They also have the capacity to save recurring emails as templates, customize emails based on client information in your CRM boards and create your own email signature.
The sales pipeline is the journey your potential customers take as they move from leads to closed-won deals. In order to get an overview of your sales process and performance, you need to have a sales pipeline set up in your CRM system. Fortunately, Monday Sales CRM makes it easy to do this. You can use the ‘Pipeline’ view to see all your deals and their corresponding stages, as well as the progress of each deal.
Deals and Activities:
In Monday Sales CRM, a ‘deal’ represents a potential sale that you are working on. You can add as many deals as you want, and each deal can be assigned to a specific salesperson. To help you keep track of your deals, you can create ‘activities’ for each one. Activities can be anything from a meeting to a phone call to an email. You can also set activities to recur on a daily, weekly, or monthly basis.
Activity logging is one of the most important features of a CRM system. It allows you to keep track of all the interactions you’ve had with a potential customer. This is important because it allows you to see the whole picture of your relationship with a customer, and it can help you identify patterns in their behavior. In Monday Sales CRM, you can log activity by clicking on the ‘Log Activity’ button. This will open up a form where you can select the type of activity, the date, the duration, and any notes.
Quotes and Invoices:
In addition to deals and activities, Monday Sales CRM also allows you to create quotes and invoices. This is helpful if you want to keep track of the financial side of your business. To create a quote or invoice, click on the ‘Quotes’ or ‘Invoices’ tab in the main menu. From there, you can fill out the form and add any relevant information.
One of the most powerful features of Monday Sales CRM is its sales automation. This allows you to automate repetitive tasks, so you can focus on more important things. To set up sales automation, click on the ‘Automation’ tab in the main menu. From there, you can create ‘rules’ that will automatically trigger certain actions when specific conditions are met. For example, you can create a rule that will automatically send an email to a customer when they reach a certain stage in the sales pipeline.
Monday.com Product Reviews
Customer reviews of Monday.com are mostly positive, with people praising its simplicity and customizability. Some people have also said that it has helped them to increase their productivity and get their work done more efficiently.
Now let’s take a look at some customer reviews of Monday.com from people who have actually used the product:
“Monday.com has been a lifesaver for our team! We use it to track our projects and tasks, and it has helped us to increase our productivity and get our work done more efficiently.”
“I love the simplicity of Monday.com and how easy it is to customize it to fit our needs. It has helped me stay organized and on top of my work.”
“Monday.com is a great tool for project management! It is simple to use and can be customized to fit the needs of your business. I would recommend it to businesses of all sizes.”
Some negative reviews are there too about Monday.com as a product like :
“The interface is not very user-friendly and I have found it difficult to navigate.”
“It is not free, so you will need to pay for a subscription in order to use it.”
Monday.com is a great product that can help businesses increase their productivity and get their work done more efficiently. It is simple to use and customize, and it has a wide range of features that will suit the needs of most businesses. However, it is not free to use, so you will need to factor in the cost of a subscription when considering whether or not to use this product.
If you are looking for an alternative to Monday.com, you may want to consider Asana or Trello. Both of these products offer a similar range of features and are suitable for businesses of all sizes. However, Asana is free to use, so it may be a better option if you are on a tight budget. Trello is also free to use, but it offers a limited range of features compared to Monday.com.