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monday.com Review

Lisa McGreevy
Lisa McGreevy

monday.com is our best pick for a robust customer relationship management (CRM) solution with powerful project management features. Core CRM features – such as sales pipeline and contact management, workflow automation and customizable dashboards – help teams track the customer journey.

monday.com

monday.com

The Verdict

monday.com's diverse feature set helps you manage the customer journey from lead capture to post-sale follow-up activities, making it our top choice for the best CRM project management integration.

monday.com's most notable functionality lies in project management features such as real-time workload tracking, Gantt charts, Kanban boards and integration with many popular business apps. Businesses that manage a lot of post-sale customer projects won't go wrong with monday.com.

Pricing

monday.com offers a range of affordable service plans, with prices starting at $24 per month for three users. All price tiers include unlimited boards and workflows, mobile apps and access to over 200 templates. Plan costs increase based on a combination of the number of users (minimum of three) and the plan tier, and you can choose between monthly or annual billing. Monday.com does not offer a free plan, but you can sign up for a 14-day free trial to get a feel for the software.

The prices listed below are for three "seats" (or users).

  • Basic: $24 per month – Supports unlimited free read-only viewers, one data visualization dashboard and 5GB of file storage

  • Standard: $30 per month – Includes everything in Basic, plus Gantt, timeline and calendar data views; guest access; up to 250 automations and 250 integrations per month; and 20GB of file storage

  • Pro: $48 per month – Includes everything in Standard, plus private boards, time tracking, a chart view, up to 25,000 automations and 25,000 integrations per month, and 100GB of file storage

  • Enterprise: Call for a quote – Includes everything in Pro, plus enterprise-grade security, advanced crm reporting, up to 250,000 automations and 250,000 integrations per month, and 1TB of file storage

Did you know?Did you know? monday.com is available in 13 languages.

Ease of Use

One of the keys to a successful CRM implementation is ensuring that the software is easy to navigate, regardless of the user's technical aptitude or previous CRM experience. monday.com offers that in spades right out of the box. The interface has the familiar feel of spreadsheets but without all the formulas and visual clutter. Instead, customer data is neatly arranged on customizable dashboards for tracking projects, tasks, budgets and timelines.

TipTip: You can import Excel spreadsheets into monday.com, and the software will automatically create a new board and add the data while retaining the spreadsheet's original structure.

Users can set up dashboards in many ways that adapt to unique business needs, or use templates to create new dashboards and sales pipelines quickly. Template choices include support ticket management, invoicing and billing tools, and marketing campaign trackers. CRM-specific templates enable users to organize contacts, manage leads and create optimized workflows. There are over 200 templates to choose from, but if nothing quite fits the bill, it's easy to build a board from scratch in minutes with simple drag-and-drop columns and rows.

Business app integrations are equally easy to set up. Most can be added in a few clicks – no coding required. monday.com requires virtually no training, but the company offers a large knowledgebase of resources for users who run into glitches or want to learn more about monday.com's features and capabilities.

monday.com Features

Project management Track timelines, workflows, milestones and budgets for any project.
Workflow automation Create automated workflows to reduce the time spent on repetitive tasks.
Data visualization tools View data using Kanban boards, Gantt charts, calendars and maps.
Team collaboration Keep everyone in the loop with dynamic dashboards that auto-update.
Integrations Support existing business processes with app integrations.

 

Project Management

monday.com lets you create custom project management workflows.

The functionality of most CRMs ends when the sale is closed, forcing companies to deploy secondary software or other systems to manage post-sale projects and other customer commitments. monday.com, by contrast, enables users to create custom project management workflows to plan and track projects of any size. The software easily adapts to various work methodologies – including Agile, Waterfall and Scrum – making monday.com a great choice for all types of businesses, from real estate to software development.

Workflow Automation

Sales processes are typically complex, and even more so when project management is added to the mix. Automated workflows are an important CRM feature that businesses use to make sure no details fall off the radar and to free teams to focus on their work rather than on the minutiae of updating a CRM database. You can use workflow automation to send emails and notifications, create reminders and tasks, and set project dependencies.

TipTip:Use the built-in Automation Activity Log to track automations and learn if they were executed successfully.

Data Visualization Tools

monday.com's Gantt chart view shows you timelines and dependencies.

CRM software is great for capturing and managing customer information, but its real value is in using that data to improve decision-making and develop actionable business strategies. monday.com offers a number of ways to view your data and then share it internally or publicly. The Kanban view is great for task prioritization and resource management, the files view organizes documents and images for easy access, and the Gantt view identifies timelines and dependencies at a glance.

Team Collaboration

You can add collaborators and guests to boards in monday.com.

 

Individual teams and departments often rely on each other to accomplish their work, so everyone must access the same information. monday.com's ready-made templates and customizable dashboards give teams the visibility they need, provide a single point of communication to keep everything on track and improve productivity. Companies can also provide guest access to specific boards and files, making monday.com a terrific choice for teams that regularly work with freelancers, contractors or hands-on clients who want to collaborate in real time.

Integrations

monday.com integrates with Google Drive.

An extensive library of integrations allows businesses to fill in the gaps where monday.com's functionality leaves off. You can connect the software to Slack or Microsoft Teams to facilitate real-time communication and messaging, attach and share files from OneDrive or Dropbox, or integrate Google's suite of business apps directly into your dashboards. monday.com recently added an integration with Adobe Creative Cloud to allow creative professionals to manage the entire design process right inside the CRM.

Implementation and Onboarding

monday.com makes it easy to create new boards and start adding tasks.

monday.com is cloud-based, so you can use it from anywhere with internet access. All of the technical heavy lifting is done behind the scenes, so new users can log in, create new boards from scratch or with a template, and begin adding tasks. Customers who prefer a computer-based work environment can download monday.com's desktop app for Mac or Windows and follow the same setup process to get started.

Paid assistance is available via monday.com's partnership program for businesses that need additional setup support or training. Pricing varies based on the services needed, the size of the team and other factors; customers can contact the company for a quote.   

Customer Support

monday.com offers 24/7 customer support with all plans; a self-service knowledgebase filled with tutorials, guides and other reference materials; and a community forum. Additionally, the company offers daily live webinars on various aspects of the software and optimizes its features. Live and on-demand webinars are currently offered in English, Spanish, French, German, Portuguese and Hebrew.

monday.com's Enterprise plan also includes a dedicated customer success manager to assist with onboarding and training. The plan also includes continued personalized support for the duration of the subscription.

The customer service department was helpful and friendly when we contacted Monday.com to learn more about onboarding and training options. A representative responded immediately with detailed information on how to get an exact quote and learn more about the company's partnership training program.  

Limitations  

While monday.com's software is easy to understand, its pricing structure is surprisingly complex. It changes based on the number of seats, which is common for CRM software. But rather than calculating pricing based on the exact number of users, the company makes customers choose in increments of three, five, 10, 15, 20 and so on. Those tiers change the price of individual plans accordingly, which makes it a bit challenging to select a plan that aligns with your budget and accommodates enough team members.

monday.com's customization features are a big benefit for companies that need to squeeze specific functionality from their CRM. However, that complexity increases the temptation to spend more time tweaking settings than actually using the software. In some cases, businesses may be better served by choosing a CRM with fewer customization options, such as Keap.

Summary

We recommend monday.com for:

  • Companies that want project management functionality that works in tandem with CRM tools and features
  • Businesses that need extensive customization options
  • Teams that want a CRM that supports multiple languages

We don't recommend monday.com for:

  • Teams with fewer than three users
  • Companies that want a CRM with a free plan

monday.com

monday.com

The Verdict

monday.com's diverse feature set helps you manage the customer journey from lead capture to post-sale follow-up activities, making it our top choice for the best CRM project management integration.

Lisa McGreevy
Lisa McGreevy
business.com Contributing Writer
Lisa McGreevy is a seasoned writer with years of experience covering small business technology. She specializes in customer management and content management software, as well as fundamental business needs like cloud-based phone systems. As a Certified Scrum Master, Lisa also writes about the benefits and challenges of an agile workplace.