Recensioni su monday sales CRM

Monday.com is a Great Tool for Several Needs

Commenti: We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.

Aspetti positivi:

The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.

Aspetti negativi:

While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.

Alternative considerate: Trello

Perché passare a monday sales CRM: Price, functionality and the User Interface (UI)

So Convenient

Commenti: Monday allowed us to input all useful data into one software. I am so grateful for it!

Aspetti positivi:

This software can be utilized in almost any facet imaginable. Want an interactive spreadsheet? Got it. Need to communicate with employees? Go ahead. Do you need the ability to upload and share vital documents, or maybe send sales or performance reports? Check! And it is self explanatory, no need for hours of toiling to get these things accomplished.

Aspetti negativi:

Monday was a game changer for me, it really brought us into the world if efficiency.

You cannot go wrong with this product!

Commenti: I would highly recommend this product to start-ups or small company building their client base. The dashboards are completely customizable. You can create teams to manage clients and work within the system to communicate as well as assign tasks/follow-ups. The email feature is also a HUGE time saver and you can set reminders for yourself to ensure you stay on track. The reporting is also very easy to set up and share with your teams or clients. I have used other CRM'sin the past and this one is by FAR the easiest to set up and manage as a small business.

Aspetti positivi:

Getting started with Monday is easy and if you ever get stuck, you can rely on the Monday support staff to help you set up your dashboard to meet your company's needs best. I have used Monday for over 3 years and keep finding new gems to help me manage my small business. Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations is HUGE and a big time saver!

Aspetti negativi:

I had to think about this and honestly cannot think of anything this product is missing. At one point I was having a problem retrieving some client tasks I accidentally deleted but once I contacted customer support they helped me find where I needed to go to reinstate the files. When deleting you are asked if you are SURE you want to delete and another allows you to undo it while it is deleting. Luckily, there is another option to locate deleted records IF you miss both of these options. LOL! Support had to help me find it but it was there!

It feels like a CRM but it doesn't behave like one

Commenti: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.

Aspetti positivi:

I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.

Aspetti negativi:

It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.

Alternative considerate: Zoho CRM e HubSpot CRM

Perché passare a monday sales CRM: We loved the designs and easy ways to communicate and collaborate work together.

Good product, but didn't have the time to fully use it. Very robust.

Aspetti positivi:

Great software overall, with an intuitive UI and a great level of customization. The automated emails seemed to be a very useful feature, but I didn't get to use them fully. Customer support is really good. Unfortunately, I had to change to HubSpot because my team was used to this one and was complaining about making them change it. Had to listen to them this time.

Aspetti negativi:

Nothing to dislike really. I want to give it a second chance, for another project that will come up in the next 2 months, with a new team.

Alternative considerate: Zoho CRM, ClickUp e HubSpot CRM

Software precedente: HubSpot CRM

A great all-in-one CRM and project planning software.

Commenti: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Aspetti positivi:

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Aspetti negativi:

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

Alternative considerate: Salesforce Sales Cloud e Asana

Perché passare a monday sales CRM: Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.

User friendly CRM and Project Management Tool

Aspetti positivi:

Monday.com has a easy intuitive set up process that has good flexibility to modify as required.

Aspetti negativi:

Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.

Alternative considerate: Salesforce Sales Cloud

Perché scegliere monday sales CRM: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Software precedente: Procore

Perché passare a monday sales CRM: We started Monday.com as a free trail and be the end of the month had it 75% integrated with our needs and we strayed with it.

Would recommend to manage everything

Commenti: We got more efficient because we can manage priorities and tasks more easily. Sections for leads helped our team see who had to contact clients. We also used it to work on social media content together.

Aspetti positivi:

Really liked the task management and the lead management. Super efficient with my team, easy to use and easy to implement. Liked the lead funnel to manage my prospection.

Aspetti negativi:

The fact that time tracking is in a pricier version. I would like to see an access to clients for certain boards i want to show them.

Alternative considerate: Workzone, Trello e ClickUp

Perché passare a monday sales CRM: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!

Monday is great for Real Estate CRM

Commenti: I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.

Aspetti positivi:

Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.

Aspetti negativi:

Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.

We used limited functionality in our roles but found the product strong

Commenti: Strong - good product and easy to use

Aspetti positivi:

We used mainly project tracking for customer success projects in our roles in the sales team. The dashboard was strong. It could get enormous, but that could be our build. Not the most visually stimulating but definitely got the job done.

Aspetti negativi:

Could get a good very crowded on the board - but that could be our build.

Helpful for making sure potential customers don't fall in the cracks

Commenti: Helpful for keeping track of customers at all stages of a sale; helpful for tracking follow up emails so that I can maintain engagement with customers even after their purchase. Easy to use, visually pleasing, and with tons of customization tools that I haven't yet fully explored so I'd recommend checking out tutorials or watching demos in order to get the most out of it.

Aspetti positivi:

I use Monday to keep track of potential and current customers at all stages of the sales process. Sometimes someone emails me with a query and I respond but I don't hear back from them. By putting the customer's information in Monday I can make a note to check in with them again later; I can keep track of how many times I've followed up with them, and it's resulted in quite a few people becoming customers who might have otherwise fallen through the cracks between I am busy and have a lot on my mind. It's also helped me identify quite a few people who never saw my correspondence because my emails got filtered as spam, which was super helpful and resulted in sales when, without this tool, I might have assumed the person simply wasn't interested in what I'm selling. I've also used this tool once someone becomes a customer to track my correspondence with them throughout the process and to make sure I follow up with them afterwards. Finally, it features a ton of integrations with other apps.

Aspetti negativi:

I think there is a lot this tool has to offer that I haven't yet fully explored. When I play around with it I've discovered great templates and features but sometimes I just don't have the time to explore all those options. Though the format is not very daunting I would definitely recommend taking the time to sign up for some online trainings or demos, or to use the tutorials they have that show different ways this tool can be customized.

Alternative considerate: Trello

Perché passare a monday sales CRM: I like both but I think Monday offered more flexibility in making this tool work for our particular business and also integrated well with some other apps that we use like Slack.

So Close to Perfect - Lacking Operability With Advanced Deployments

Commenti: Overall Monday has been good. I have been able to customize it nearly exactly how I want it. The freezing and lack of loading (mostly on mobile) is frustrating, but I mostly use Monday in the browser anyway.

Aspetti positivi:

I like the built-in automation and task tracking the most. It has saved time by automatically sending emails, creating new leads, and making changes based on certain conditions. Live updating dashboards are nice too when keeping track of sales or financial numbers.

Aspetti negativi:

It can be buggy and slow, especially with complex or large boards on mobile. Additionally, the expanded view of items is customizable but not the best.

Alternative considerate: Salesforce Essentials, Zoho CRM, Airtable, Pipedrive, ClickUp, Copper, Wrike, Asana, Notion e Smartsheet

Perché scegliere monday sales CRM: I wanted a database-style system

Software precedente: Pipedrive

Perché passare a monday sales CRM: It was the best combination of task management, database and calculation, and automation that I could find for the price

Fantastic Platform For Transforming Your CRM

Commenti: This platform is allowing collaboration across the different internal disciplines and ensuring people are using the system. With the quick response from Monday.com support we are able to get issues resolved very quickly

Aspetti positivi:

Since moving to Monday.com it has taken little effort to turn my team into experts in the platform. We are finding new ways everyday to improve the system through the collaboration across the entire team.

Aspetti negativi:

There is a few minutes delay between actioning something and it being picked up through an automation or elsewhere in the system.

Alternative considerate: Basecamp

Perché scegliere monday sales CRM: The old system was clunky, expensive and the support was terrible.

Software precedente: Accelo

Perché passare a monday sales CRM: I have experience with Monday.com and I know how powerful and intuitive it is to use.

Review

Commenti: We’ve tried lots of different tools to try and manage our work; Monday.com is the only one that we have stuck with for more than a year. Great fit for us!

Aspetti positivi:

Ability to customize/design the tool to fit our workflow and sales process

Aspetti negativi:

Took a long time to get it working the way we needed it to. Still playing with the right integrations / automations to make our workflow / project management less administratively heavy

Love how customizable Monday is!

Commenti: It has been so helpful, especially as we are building our team. When it was just two of us, it worked well but now that there are three of us, it's crucial that we have it!

Aspetti positivi:

It's easy to use and it actually works for us! There are so many products that have maybe one or two features we need but it wasn't until Monday that we could get everything we need in one place.

Aspetti negativi:

Honestly, it's just that it can get a little overwhelming because there are SO many things you can do. I want to spend so much more time customizing and optimizing it but I feel like that venture will never end.

Monday gives a full picture of our pipeline1

Commenti: Love the interface and the user-friendly board. We can basically create any type of board we need to fit our vision of expansion inside our company.

Aspetti positivi:

The easy setup and creation of different boards for our pipeline and future lead management. Easy to use and to track. Very user friendly even for our team that is not so user friendly with this type of software

Aspetti negativi:

Terms are sometimes difficult to understand, like sort... not sure what it does until we play around with it and realize that we can alphabetically sort our lead board... email integration is difficult with chrome. That is why we don't use it yet.

Alternative considerate: HubSpot Marketing Hub e Pipeline CRM

Perché passare a monday sales CRM: Easy to use and fits exactly our needs and the pricing is fair.

The solution of our company looking for

Commenti: Since I joined the company in 2019, our sales team worked with the manual system like spreadsheet, etc. We often missed our client agreement due date because there is no platform to manage it with reminder or automation. With Monday.com we can manage our sales work perfectly, we can get a very useful notification of certain task, we can send a client satisfaction survey to our client easily.

Aspetti positivi:

The automation and integration are very helpful. I can explore more features by using Monday.com

Aspetti negativi:

The desktop app sometimes got crash, so I prefer using browser version

Deon's Review

Commenti: Overall a highly positive experience.

Aspetti positivi:

I love the CRM system. It's easy to use and helps my team to keep track of our daily tasks and projects.

Aspetti negativi:

Sometimes software can be buggy. For example, there were several system outages within the last few months that delayed team productivity.

The Most Adaptable and Scalable CRM

Commenti: Our overall experience has been positive from the sales team to the support team.

Aspetti positivi:

Low code is the way of the future and I all business software will soon be following suite.

Aspetti negativi:

The mobile app and overall large data performance are my least favorite items currently with the software. The mobile app is buggy and often has connection issues. Large amounts of data slow down the performance of boards and this issue is a big one for our company.

Alternative considerate: Salesforce Service Cloud e JobNimbus

Perché scegliere monday sales CRM: The ability to code our own customizations.

Software precedente: Salesforce Sales Cloud

Perché passare a monday sales CRM: Low code customization features.

An essential member of our team

Aspetti positivi:

Monday is easy to use and customise, and ensures we always have the right information at our fingertips.

Aspetti negativi:

We would love to see more complex formulas be integrated into the product, allowing us to derive more meaningful insights from numerical entries.

Alternative considerate: Asana

Software precedente: Airtable

Time to set up, but then very easy to use effectively.

Aspetti positivi:

Customization. Automations. Ease of use once we finished setting it up. Ongoing support and new features.

Aspetti negativi:

Can be a steep learning curve during set up.

Alternative considerate: Copper

Perché scegliere monday sales CRM: Customization options and client tracking.

Software precedente: Copper

Perché passare a monday sales CRM: Customization and ease of use.

Monday.com Review

Commenti: i love it, it is easy to use, easy to implement and run.

Aspetti positivi:

The ease of implementation and use thereof, you don't need to have an IT department running it.

Aspetti negativi:

Need to have more video tutorials explaining features etc.... although its easy to use one can quickly get confused with the amount of boards one sets up. would be great to have a consultant actually do a full demo of the system after understanding what we want to do, to ensure we using it in all its glory

Alternative considerate: Salesforce Sales Cloud

Perché passare a monday sales CRM: the ease of implementation and use

A bit of patience and focus Monday.com will transform your work life!

Commenti: Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.

Aspetti positivi:

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page

Aspetti negativi:

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

The BEST CRM for anyone that is looking for function and ease of use

Commenti: BESt company. [SENSITIVE CONTENT HIDDEN] was a great sales rep! Really got us a good deal and a good trial run. They work with you, great customer service. Good company good product, Woo hoo! Found one!

Aspetti positivi:

I really mean it. I love every feature about this. It is totally customizable, very functional for any industry, and super easy to use. There are templates already made, but i am sure they can customize anything. You can even make your own. Integrates with your calendar!

Aspetti negativi:

Really no downside. I wish I could only work in the CRM and it integrated with my mortgage LOS as well.

Review of Monday

Commenti: Switched from Hubspot, love this, really hated hubspot for our use cases

Aspetti positivi:

Visually easy to see and read, love seeing status and amount in each stage / bucket

Aspetti negativi:

We are having some issues with the dashboard reporting, the dates in the beta version don't allow filtering for all metrics