If you’re running a business, chances are you could majorly benefit from a reliable CRM (Customer Relationship Management) software.
Without the best CRM software, it can be difficult to organize your customer data and sales leads, which can eventually create a messy workflow and ineffective customer outreach.
However, before you choose a CRM, make sure it’s the right one for your business needs, as switching over after purchasing can be complicated and expensive.
The first step of choosing the right CRM is to research reviews of specific CRMs, like this review for Monday.com.
With a decade of experience in the world of web design and methodical testing, I have comprised this comprehensive Monday.com review.
Let’s get started!
Monday.com Review Summary
After our extensive lab testing and research on Monday.com, we at Small Business Bonfire concluded that it is an extremely valuable workflow management and CRM software.
If your priorities are advanced customization, a sleek and modern interface, and affordable pricing, Monday.com is your best management software on the market.
However, if you or most of your team are beginners in the tech world, Monday.com could prove confusing and overwhelming.
Although its basic features will meet most small-to-large businesses’ needs, it shines with the option to develop advanced customizations.
What is Monday.com?
Monday.com is a cloud-based software platform specializing in project management software, workflow organization, and CRM tools.
The Monday.com team founded the company in 2012, and after years of fundraising and experimentation, it eventually went public on June 10, 2021.
By then, the company was reported to be already serving over 125,000 customers across 200+ verticals.
Since then, the features offered at Monday.com have been exponentially growing in popularity.
Their project management tools are extremely easy to use, welcoming for beginners and advanced techies alike, and most importantly, highly collaboration-and-customization friendly.
Their work management tools span across the web and mobile apps. Additionally, their collaborative nature helps teams efficiently communicate about project management, data visualization, and advanced automation capabilities.
They offer an open API that allows third-party developers, business partners, and customers to build on the platform and customize capabilities to different teams.
This API can be used for custom viewing, unique dashboard widgets, workflow automation, app integrations, and many other project management tools.
Monday.com also offers plenty of code-free customization options prebuilt within the interface.
Founders have noted that Monday.com can be used for any kind of business management because the software offers the building blocks to create whatever you want in a CRM project management tool.
From a basic company overview, anyone can spot its cutting-edge nature and promising project management tools.
But how did Monday.com perform in our testing? And for what price point?
Monday.com Pricing & Packages
Monday.com’s Individual Plan is free.
It has three boards for organizing projects, unlimited collaborative docs, 200+ templates, iOS and Android responsiveness, and up to 2 team member seats.
The Basic Plan is $10 per seat a month.
It includes all the features of the individual plan, as well as unlimited viewing capacity, 5 GB of file storage, priority tech support, and the option to create multiple dashboards off of one existing board.
This plan offers excellent tools for prioritizing work management.
The Standard Plan comes with all the features available in the Individual and Basic plans.
It’ll also include Timeline and Gantt chart viewing, a calendar view, 250 automation actions/month, 250 integration actions per month, and a dashboard combining up to give other boards.
This plan goes for $13 per seat each month.
Consider the Pro Plan at $22 a seat every month to manage extra-complex workflows.
Along with the features of the lower-tier price plans, you’ll receive over 20k automations and integrations per month, as well as advanced time tracking and data visualization tools.
Monday’s Enterprise Plan has customized pricing and offers large-scale support, including premium customer service (dedicated customer success manager), enterprise-grade integrations and automations, advanced reporting, and tailored onboarding.
To set up one of these plans, you must contact Monday.com directly.
Monday.com CRM Review
- Shared workspace
- 10+ visualization systems for analyzing workflows
- Team planning/alignment features
- Tons of productive app integrations
- Custom dashboards and reports
- Solutions tailored for finance, IT, operations, construction, and HR
- Routine work automation
- Can work together with other Monday.com products
- Really pleasant UX
- Extremely customizable
- Excellent automations
- Minimal solutions for specific projects, more of a workflow software
If you simple need project management software, I wouldn’t recommend Monday.com’s workflow management.
Despite the amazing customizations, team planning, automations, and data visualization, this tool is much more geared towards long-term and repeating work. Not specific projects.
However, if you run a company that requires consistent deliverables like blogs, bug fixing, or service-based work, Monday.com’s workflow management is a great solution for you and your team.
Just make sure you’re truly clear about your needs and consult their pricing tiers thoroughly.
The pricing can be a bit confusing, so it’s potentially easy to end up overspending.
- Lead capturing and management
- Customer projects
- Marketing tools
- Customer onboarding
- Collaboration tools
- Contact management
- Sales pipelines
- Customizations sans development
- Sales automations
- Email integration
- Unlimited boards on all plans
- Huge levels of customizability
- 24/7 customer support on any plan
- Minimal storage space
- No free version
If you’re looking for project management features in your CRM system, I’d highly recommend Monday.com’s Sales CRM.
Monday’s automated features unlock a suite of benefits for your CRM software, providing you with clever time-saving and organizational advantages similar to those found in leading project management platforms.
Unlike many other Sales CRM platforms, Monday’s automations are one-of-a-kind.
With their easy trigger and action templates that connect to an array of third-party applications, you can quickly secure your business operations by effortlessly setting up any number of automated tasks.
- Roadmap planning
- Scrum project management
- Backlog of features
- Reliable bug tracking
- Release plan
- Buildable workflows
- Heap of customizable features
- Great collaboration tools
- Large app inventory with integrations
- No way to transfer automations to different users
Monday.com’s Dev Management is a cutting-edge spin on the traditional project management platform.
Craft a personalized product development process that caters to your specific strategy to meet the needs of your development team.
You can also plan and execute sprints and generate customized roadmaps and Gantt charts. The possibilities are endless.
Monday.com’s automation expertise also applies to their Dev Management tool: automate mundane operational work, including task assignments, product design approvals, and workflow integration.
Is Monday.com Right For You?
- You need team organization
- You’re interested in custom solutions and workflow management
- You’re interested in constantly-developing technological software
- Your company needs a better source of work management
- You’re looking for a sales CRM, workflow management, or dev management tool with a free forever plan
- You’re looking for a traditional project management software
- You’re looking for a marketing or agency CRM
Alternatives to Monday.com
HubSpot offers one of the most comprehensive and popular tool suites on the software market.
Both HubSpot and Monday.com offer similar services, though Monday.com does guarantee more intensive customizations.
Because both tool suites cover so many bases, they can also be complicated to use, particularly for beginners.
However, according to reviews, Monday.com offers a slightly more intuitive and straightforward interface. The confusion tends to come from all of the different customization options.
When it comes to pricing, Monday.com is ultimately more affordable. This is because HubSpot’s plans renew for higher prices than the original purchase.
ClickUp is a fantastic traditional-style project management tool for small businesses and organizations.
For larger companies seeking unconventional, customizable solutions, Monday.com is the best.
ClickUp declares itself to be the superior productivity solution when compared to Monday.com, Jira, and Asana.
Within its suite of project management tools are features such as time tracking, custom exporting, and goals that add a special level of convenience for users.
However, both ClickUp and Monday offer an extensive range of practical capabilities that make accomplishing any task a breeze.
It’s difficult to choose a winner between these two because they’re similar and work better than each other in different business situations.
Salesforce offers the most widely-used CRM software currently on the market.
However, they also offer analytics, eCommerce tools, and other services that Monday.com doesn’t.
This is the largest difference between the two services.
If you’re looking for team collaboration, workflow management, and a straightforward CRM, then Monday.com is your best bet.
If you run a large business that requires a host of services and advanced scalability, Salesforce is the better pick between the two.
Monday.com is also certainly more affordable than Salesforce.
We’ve also found in comparisons between the two software that Monday.com has consistently quicker customer and tech support, while Salesforce can be slower.
Monday.com is a valuable work management tool.
It offers all of the necessities one could need for managing workflow on a day-to-day basis.
If you’re interested in developing, you can use Monday.com to access supreme levels of customization.
As such, it’s a reliable way to make sure your company gets all its needs met.
Are you interested in finding a reliable CRM software? Do you have any questions about our Monday.com Review? Let us know in the comments below!
Frequently Asked Questions
Monday.com is fairly easy to use but isn’t as straightforward as other apps like Asana.
Monday.com offers an open API and other unique developer-friendly features. It’s also great when it comes to workflow automation and customization.
Different software works better for different company needs. Some alternatives to Monday.com include HubSpot and Salesforce.
Monday.com can offer a lot more to a business than Excel.
Where Excel is useful for data tracking, Monday.com offers all kinds of features to help you automate and anticipate your workflows.
Some of Monday.com’s competitors include Salesforce, Capsule, HubSpot, and Asana.