Monday started as a project management tool, and it shows. Though its sales CRM includes many of the same features as other platforms, its “boards and folders” organizing system reminded us that the company cut its teeth on project management. So, if your priority is creating some order, automation and integration in unruly stakeholder management workflows, we would recommend monday. However, we didn’t see the bells and whistles of the more complex CRMs on monday, or at least not without paying for the top tiers.
Still, in a moment when so many companies are struggling to find qualified employees, we could certainly see the value in prioritizing productivity and efficiency. We particularly liked how few steps the automations took to set up; we could see even tech-phobic employees using them. However, if you’re picking Monday for this reason, be ready to pay a bit more, as we noted that many of the most powerful automation functions are either unavailable or have monthly caps at the lowest tiers.