Monday CRM Review: Is This Project Management Software Good?

monday: the least favorite day. Or is it? If you are doing business, Mondays are the days to get up and get going. 

Along comes monday.com, the project management platform. Our monday.com review covers this business app, from features to pricing plans. We’ll talk about monday CRM software and monday workflows, and go over many of the use cases for monday.com, as well as what the reviewers are saying.

monday.com review 2024: Is monday CRM any good?

When doing a monday review, we need to ask, is this a strictly monday project management review, or do we cover more features of monday.com. Of course, the project and task management tools for monday.com are first and foremost, but we also look at monday CRM. 

The answer if monday CRM is good is a hearty affirmative. Although not billing itself as a full time sales and CRM platform like a Salesforce, monday.com CRM software tools cover almost all your basic and more advanced CRM needs, going beyond sales to include marketing and customer service too. 

monday.com is also good for many specific industries and use cases, as we will see later.

monday.com pricing plans

First of all, how much does monday.com cost? Let’s take at monday CRM pricing:

Are there any monday coupon codes or promo discount vouchers?

First of all, monday.com offers free trials on all their plans. This lets you test out which plan is best for you at the right price. You don’t even need a credit card for the free trial.

Secondly, while there are coupons and promo discount vouchers for monday.com which you can find from 3rd parties online, there is always a vendor discount when you pay annually upfront. This is an 18% discount.

Finally, individuals can use the free version of monday.com, although this is limiting if you need it for business purposes.

What is monday.com used for?

To start off, monday.com is incredibly useful for small teams, startups and businesses, helping them stay organized and get things done in a more streamlined way. To really drill down into the question: “What is monday.com good for?” we need to break down its various feature sets, and we’ll do that in more detail later down in the piece. 

But for now, it’s safe to lay out the following things that monday.com is used for, like task management, time tracking, and project management. It’s used for helping teams communicate and collaborate, even at remote distances. monday.com is good for automating workflows too, which take over simple tasks, leaving your human employees more time to do more complicated tasks like being creative or networking with contacts.

monday.com use cases

There are many great use cases for monday.com, and these are some of them:

Marketing

Plan marketing campaigns for email or social media. Manage clients and 3rd party agencies. Do your Facebook ad management. You can even do event marketing.

Sales and CRM

Can monday.com take over from Salesforce? Maybe. You can handle basic CRM tasks, and help sales teams stay organized and on the ball to meet their sales targets. 

IT

monday.com is great for IT departments. You can manage onboarding and ticket requests. Get quick overviews on all issues currently being resolved. There is also a decent IT order template for hardware and software.

HR

HR use cases include job application form management. There are tools and templates for recruitment, onboarding, and training. You get employee engagement surveys and HR service and request forms. The onboarding tools make monday.com one of the best employee onboarding software on the market.

Design

Designers can get a lot of good use out of monday.com. There is digital asset management. You can set up weekly tasks for designers. For Adobe users, there is creative planning management with an Adobe template.

Construction

The building and construction industries are increasingly turning to CRM providers, and monday.com has many uses for these sectors. Contractor solutions, construction roadmaps, and resource management are just some features that ensure monday excels as a construction CRM.

Real Estate

Real estate is another sector of the economy which is finding more use cases for a CRM and project management tool like monday.com. They have templates for real estate agency management and other property CRM features.

monday free vs paid: what’s the difference?

Regarding monday.com’s pricing plans, it’s worth taking a look at the difference between the paid versions and the free version.

The free monday.com plan is good for up to 2 users. You get unlimited boards and docs, and can use their over 200 templates. The free version also lets you use the iOS and Android mobile apps. This is basically a good free CRM for individuals or teams of 2 people. After that, it’s time to upgrade.

Starting with the basic plan and the standard plan, you get a solid platform for a team, paying per user $12 or $17 (respectively) per user per month billed annually. Beginning with such paid plans, you get online storage starting at 5 GBs. You also get increasingly more prioritized customer support from monday.com with paid plans. 

When you get to the Pro plan at $28 per user per month billed annually, that’s when you see amazing features like time tracking, dependency columns, automations and integrations. 

There’s an enterprise plan too, but you’ll need to get in touch with monday.com’s sales people for a price. It’s here where users get the most detailed analytics and reporting.

monday software features list

The main features of monday CRM are

• Task management

• Project management

• Dashboards and UIs

• Dependencies

• Resource management

• Templates

• Budget tracking

• Shareable boards

• Guest permissions

• Document management

• Integrations, API and widgets

• Android and iOS mobile apps

1. Task management and project tracker

When it comes to monday project tracker and task management, this is monday.com’s bread and butter. There are many functionalities for these features. Most important is the visual task, project, and time-tracking user interface options. These include kanban, timelines, calendar view, Gantt chart, maps, workloads, and more.

Many points are scored for ease of use, as project boards work on a visually pleasing drag and drop system. On top of that, monday task manager has templates for everything from customer support ticketing to sales pipeline management. Of course you also get a solid monday com to do list tool.

2. The many dashboards of monday.com

As previously mentioned, the monday.com UI really excels with project and task management due to their many different dashboards. Let’s look at them more closely. First of all, there are numerous great templates you can choose from to begin setting up your own monday dashboard. They are clear, simple and look great, but also highly customizable.

They can be basic spreadsheets, or more complex dashboards showing you at a glance your most important KPIs always updated in real time. You can also set notifications for any dashboard updates. monday.com dashboards have many views for basic info, but you can also drill down into workloads and automation boards.

3. Due date dependencies

What exactly are dependencies? A dependency is when one task depends on another to be completed. For example, if different team members are working on a marketing campaign, and one must complete writing the content before the other can place the copy into the layout, then these two tasks of writing and layout design are dependencies.

monday.com has dependency columns which coordinate dependent tasks. You can connect these tasks by dates or on a timeline. What’s more, monday.com dependencies can be done with automations too, so that one task which is dependent will automatically kick off only when the first is completed.

4. Resource management inside the platform

monday.com resource management includes several useful tools. This is the part of the platform which helps you plan the sourcing and storing of resources and how they will be allocated for producing goods and services. It can be anything from raw material to digital assets to human labor power.

Like everything with monday.com, resource management takes place in a visual drag-and-drop dashboard for an easy bird's eye view of accounts and processes. You can define priorities, add due dates, and put in time estimates. You can also assign tasks and ownership to specific team members, and of course, everything is customizable if you need to repeat any processes in resource management. 

5. Board templates

If we’re talking about monday.com, we need to go into detail about the templates mentioned earlier. This is one of monday.com’s strongest benefits for their users. When you get started, you have access to over 200 ready-made monday.com board templates for many purposes. These include marketing plans, social media plans, content calendars, blog planning, CRM templates, custom onboarding templates, as well as board templates for startups, small businesses, HR departments, sales teams, and IT support help desks. The templates are always user-friendly and come with good customization.

6. Budget tracking 

From startups and small businesses to major enterprise operations, tracking your budgets and finances is crucial. monday.com has tools and templates which make budget tracking something that not just accountants could manage. One of the budget tracking templates includes columns that help compare what was budgeted and what was spent to help show you the difference, as well as giving you quick sums. You can separate primary operating expenses from secondary ones and other miscellaneous costs with monday com budget tracking. 

7. Shareable boards

Sometimes you need to work on a task or project with people who aren’t team members and might be outside your organization. This is the purpose of shareable boards, and monday.com makes this a snap. Outsiders are otherwise called monday.com guests, and can include people like customers, clients, freelancers, contractors, lawyers, graphic designers, writers and consultants.

monday.com shareable boards let you collaborate with these people while only giving them custom permissions, meaning they can only affect parts of the board you allow. The opposite of the shared board is a private board which monday.com offers as well.

8. Get your docs in order 

As of writing this in 2024, monday.com has a new feature called monday workdocs which is a full-fledged document management system. You can create docs and work on them as collaboration projects with other team members. This lets people co-edit docs in real-time, as well as make notes and comments on the docs to communicate with one another.

You can also embed things into docs, like boards, dashboards and videos. What’s more, you can instantly transform things on the docs or notes into live actionable tasks, which then connect to ongoing workflows. Whenever anyone makes any edits or changes to docs, those will be updated through automation for all collaborators and notifications will be sent out.

9. monday.com’s many integrations

Even though monday.com can be used as a full stack of work tools and apps, the platform still lets you have integrations with any software you already use. Some of the most popular monday integrations include tools like Microsoft Outlook, Microsoft Teams, Dropbox, Slack, Zoom, Google Calendar, Drive, Gmail and more.

There are CRM integrations like Salesforce, marketing integrations like Mailchimp, software development integrations like Jira, and project management tool integrations like Trello and Asana too. Aside from integrations, monday.com has an API built with GraphQL to give developers more flexibility. There are also a series of monday widgets you can add to your dashboards for more functionality.

10. App review for iOS and Android

In this day and age, nobody’s workspace is limited to the office. We need our business SaaS on the go, and monday.com doesn’t hold back. They have mobile apps for Apple iPhones and iPads as well as Android apps for other smartphones and tablets. The monday.com platform is highly screen sensitive, meaning its user interface automatically adapts to different device screen sizes and orientations.

The mobile apps make it easy to do things like communicate with your team, share and edit files, and update project workbooks. Everything gets updated in real-time, and the apps even work offline too. The monday app review scores really well.

monday project management software pros and cons

Here are the advantages and disadvantages of monday CRM:

monday.com CRM advantages

One of the main advantages of monday.com is that it is simple to learn and use. This means little training and onboarding time for your team. It also looks great, which is more than aesthetics, because it makes it intuitive.

The monday.com support services are another huge advantage to this platform. They offer a comprehensive knowledge base where you can quickly search for answers to straight up questions. There is also a monday.com webinar hub, which does live webinars and on-demand webinars. monday.com also has a YouTube channel with loads of useful video tutorials. 

Other monday.com benefits are the robust API and huge library of integrations. Whether you want to use this tool alone, or inside an ecology of SaaS, monday.com makes it a streamlined process.

Finally, the templates are a huge pro when it comes to monday.com. The library of templates is huge and covers all the major needs for many different departments, sectors and industries.

monday.com CRM disadvantages

While we did mention monday.com’s superb support regarding tutorials, webinars and knowledge base, there is a slight drawback when it comes to getting phone support. You are sooner led to a form than to a human agent on the other end of a phone call.

Other disadvantages of monday.com might be regarding their ability to seriously scale up. This is without a doubt a great business tool for startups and small businesses. How well it works with massive enterprises is still something the critics and users are on the fence about. 

monday CRM complaints & praise (info from real monday.com reviews)

Praise for monday.com

monday CRM reviews from around the internet and in real world office talk is generally quite praiseworthy. Some of the biggest CRM and SaaS review sites out there give monday.com anywhere between 4.6 to 4.7 stars out of 5, and that’s with over 5,000 user votes.

Some of the common refrains in the review scene are that monday.com makes everything convenient and easy. Some say it’s even fun to use. Others laud the look and feel of the UI and the customization. The various view options are often credited as amazing points about this platform, as  is the template library.

Complaints about monday.com

Whenever one sees a negative monday.com review, it’s often reflecting a personal bad experience. There have been some complaints about set up difficulties. Others have complained about notifications being a bit wonky and untrustworthy. Finally, some users do not like the monday.com logo being put everywhere.

Review of monday support

As mentioned above, Monday’s support and customer service departments usually get a great rating from its users. This includes forums, webinars, video tutorials and the knowledge base. Live calls, however, might be the one unchecked box in this list of great support. 

To give an example of reviews of Monday’s support, it’s been sometimes repeated that while monday.com’s support team does respond relatively quickly, that response can sometimes be: “Sorry, we do not offer that kind of feature or solution.” That being said, monday.com offers a space for “feature request,” about which many online reviewers have had positive things to say.

Is monday CRM worth it? Our conclusion

In short, the answer to the question of whether monday.com is worth it, is a resounding Yes! Now of course, that comes with some caveats. First off, we think this is a super-platform for CRM and project management for the individual, small team, startup or SMB. As for bigger businesses and enterprise-level organizations, it’s a bit harder to tell.

If you are still not sure, try out the free version, or do the free trial (which doesn’t require a credit card). Even if you take the leap and subscribe to one of the better-paid plans, nothing is set in stone, though you will get a nice discount if you pay the year upfront. Or, feel free to explore monday.com alternatives to see if they can offer you something else.

Once you are up and running on monday.com, do not forget to take advantage of all their resources to help you make the most of their tools, like the FAQ, webinars and video tutorials. monday.com is worth it when you take the time to learn it inside and out. 

monday CRM FAQs

Is monday.com free?

monday.com offers a free version of its platform. It’s good for up to 2 users. The free version of monday.com gets you unlimited boards and docs as well. The template library, which consists of over 200 templates, is also available on the free plan.

Is monday.com HIPAA compliant?

monday.com is a very secure platform. This means they are fully HIPAA compliant CRM. Users can be sure that sensitive information regarding their healthcare data is safe. This applies to their mobile apps for iOS and Android devices as well.

Is monday.com a CRM?

monday.com has many features which make it a great tool to use for CRM (customer relationship management). You can manage your contacts and your sales pipeline too with monday.com. It also lets you track marketing activities, manage client projects and do customer support.