Monday CRM Review (2023) – Small Business Bonfire

What are the Limitations of Monday Sales CRM Software?

As much as we loved using Monday Sales CRM, there were a few limitations that we came across throughout our research.

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

This means that users who need access to these advanced features for the overall success of their business will have to scale up their plans, which could be difficult and frustrating for those on a tight budget.

We recommend signing up for the free trial first before deciding whether or not it is worth paying for.

What Sets Monday Sales CRM Apart from the Competition?

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

As we mentioned before, it is more affordable and offers better versatility and scalability for both small and large businesses compared to PipeDrive.

Additionally, it offers a free plan for users who only need the most basic CRM features, as opposed to PipeDrive that only provides a short 14-day free trial of its services to users.

Moreover, this platform is very intuitive and easy to use, providing customization options and drag-and-drop capabilities that make it simple to personalize your workspace based on your needs.

All of these aspects and more make this product an ideal choice for businesses looking for an all-encompassing and budget-friendly CRM platform to manage their sales.

Getting Started with Monday Sales CRM

If you’re ready to use this CRM software, getting started is super easy!

All you have to do is sign up for their 14-day free trial with your Google account or email address!

Once you do that, its onboarding process takes a few moments to complete, so the platform can help personalize your account to fit your requirements.

After you create a password and input your name, it will ask you about your job and the reason you are looking to use the service.

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

Next, it will ask you about your team and company size, as well as what you would like to focus on the most while using this product.

In this case, we chose lead management.

Then it will prompt you to pick the areas you would like this platform to assist you with before you can invite your team to your new account!

The last step is naming your first board and then you will be ready to get started with managing your sales!

Furthermore, if you find that you need a little help learning how to use your new board, it provides a “Getting Started” tab that includes articles and training videos to walk you through any learning curve.

Is Monday Sales CRM Easy To Learn & Use?

In our experience, this product is one of the easiest CRM providers to learn and use. The interface is clean and organized, so it’s easy to navigate even if you’re not a tech expert.

It helps sales managers and teams with the following:

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

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

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

Monday Sales CRM Customer Service & Support Review

Monday Sales CRM’s prioritized customer support is available to help you with any questions or issues that you come across.

Its sales reps can be contacted via email, live chat, or phone. However, it is important to keep in mind that the live chat feature is only accessible Monday-Friday between 2 AM and 6 PM, while the phone option is reserved for billing issues only.

When we ran into a problem, we chose to contact them by email, which created a ticket with a quoted wait time of up to 10 hours.

Although, it could potentially take longer for someone to respond if they are experiencing a high volume of requests.

With that said, the platform also provides a detailed knowledge base with tutorial videos and articles for users to parse through if they need faster results.

Even though the platform’s customer service was slow to respond and could be improved, we were thoroughly impressed with the detailed knowledge base, which helped us resolve our problems quickly.