monday CRM

Efficient contact tracking

Kommentit: Monday CRM is easy to use and keeps client relationships organized, though the cost can be a hurdle for smaller teams.

Hyvät puolet:

Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines.

Huonot puolet:

The pricing is a bit high, especially if you need access to advanced tools, which can be challenging for small teams.

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

Kommentit: 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.

Hyvät puolet:

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.

Huonot puolet:

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.

Huomioon otetut vaihtoehdot: Salesforce Sales Cloud ja Asana

Perusteet vaihtaa tuotteeseen monday 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.

Great experince with in a min time

Hyvät puolet:

Workflow features was the main reason why i purchased this software but it didnot move on well for the time i used the software.

Huonot puolet:

I wish they could refund me the subscription that i wasted while using this software.

Would recommend to manage everything

Kommentit: 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.

Hyvät puolet:

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.

Huonot puolet:

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.

Huomioon otetut vaihtoehdot: Trello

Perusteet vaihtaa tuotteeseen monday CRM: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!

Very happy with Monday.com

Kommentit: This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!

Hyvät puolet:

The interface is simple and easy to use while being pleasant to interact with.

Huonot puolet:

The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal. It is typically resolved quite quickly.

Huomioon otetut vaihtoehdot: Asana

Perusteet vaihtaa tuotteeseen monday CRM: Familiarity, cost, aesthetics of the interface