Trevor Lalonde
Account Executive · 11-50
1 review written · 5.0 average
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Reviews by Trevor Lalonde
★★★★★
Honest truth? I was the loudest skeptic in the room when leadership floated this switch. Our previous CRM had been fine, in the way that a slow drip from the ceiling is fine if you put a bucket under it. We tolerated it. Monday.com sounded like a project management tool wearing a suit, and I said so, repeatedly.
Two and a half months later, I owe everyone an apology. The board-based approach actually mirrors how I think about a sales pipeline, which I did not expect. Custom status columns, contact tracking, deal stages I can rename and reorder without filing a support ticket, it all just clicks. What I genuinely missed from the old tool is deeper email threading natively inside a record. You can wire up integrations to get close, but it is a couple of extra steps rather than something built in. That matters when you are moving fast. Still, the automation builder alone has saved me from at least a dozen manual follow-up reminders every single week.
For a startup our size, the pricing feels fair and the onboarding was surprisingly light. My four-person pod was up and running in under a day, no dedicated implementation consultant required. Customer support answered one tricky question about permissions within a few hours, which was better than anything I experienced with the previous platform. If you are weighing a switch and you are worried the learning curve will eat your quarter, it will not. The ramp is short and the payoff comes fast.
