Avaliações do monday sales CRM

Alto grau de personalização traz alguma dificuldade de implementação

Vantagens:

O alto grau de personalização é algo que realmente me agradou logo de cara. Você consegue integrá-lo nativamente aos outros módulos do Monday e ter um sistema operacional de trabalho bastante completo

Desvantagens:

O fato de ser altamente personalizável também traz alguma complexidade na implementação, é importante dedicar bastante tempo no planejamento para evitar retrabalho depois

Surpreendente

Comentários: Muito bem bolado tudo, desde as funcionalidades quanto aos tutoriais.

Vantagens:

É incrível a imensa lista de coisas e formas diferentes de usar o programa. Me apaixonei pelos recursos.

Desvantagens:

O tempo que se leva para começar a se habituar ao imenso leque de recursos.

Monday.com is a Great Tool for Several Needs

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

Alternativas consideradas: Trello

Razões para mudar para o monday sales CRM: Price, functionality and the User Interface (UI)

Super customizable with powerful features

Comentários: Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.

Vantagens:

I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.

Desvantagens:

The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.

Alternativas consideradas: Asana

Razões para escolher o monday sales CRM: Monday.com does everything Pipedrive can do and a whole lot more.

Software anterior: Pipedrive

Razões para mudar para o monday sales CRM: Asana lacks the customizability that Monday.com has and its more narrowly focused on team collaboration. I can do so much more with Monday.com.

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Alternativas consideradas: Zoho CRM e HubSpot CRM

Razões para mudar para o monday sales CRM: We loved the designs and easy ways to communicate and collaborate work together.

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Alternativas consideradas: Salesforce Sales Cloud e Asana

Razões para mudar para o 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

Vantagens:

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

Desvantagens:

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

Alternativas consideradas: Salesforce Sales Cloud

Razões para escolher o monday sales CRM: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Software anterior: Procore

Razões para mudar para o 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.

Monday is great for Real Estate CRM

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

Vantagens:

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

Desvantagens:

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.

Love it

Vantagens:

The nicest feature of Monday.com is how simple it is to use and how easily you can adapt templates to your requirements. You have easy access to the delays, escalations, and progress of your team.

Desvantagens:

I wish there were more instructional videos available for the most widely used automations and some of the apps' integration.

Boost your sales with Monday

Comentários: If you are a top salesman this is the one of perfect CRM software for you.

Vantagens:

Monday Sales CRM helps me to manage leads, customer relationships. I was able to close deals easily by using the features of the software.

Desvantagens:

It took me few days to get familiar with Monday sales CRM but it was worth.

Best alternative CRM out there!

Vantagens:

CRM that you can customize especially the reports

Desvantagens:

There are features that still could be added like a call feature

A fantastic sales CRM tool

Comentários: a fantastic project management tool with numerous applications outside of typical project management

Vantagens:

When we are pinged on a message, we receive alerts.Displays real-time data visualizations across departments and the company.Allow for updated information as well as thorough opportunity information.

Desvantagens:

Would like to be able to text from the desktop, as you do with the mobile app.Continue to add more dashboard widgets to offer an even better insight.All board members are unable to copy workspaces.

Monday.com for engineering

Comentários: Quite good for managing a few dozen leads and projects. I imagine this possibly wouldn't scale very well for hundreds or thousands of contacts.

Vantagens:

The fact that the CRM templates are just the normal monday.com workflow means that tasks integrate seamlessly across your workflow as you manage many concurrent projects.

Desvantagens:

It is sometimes difficult to get a full overview of all the tasks you are doing and how this interacts with others.

Alternativas consideradas: Trello e Asana

Razões para escolher o monday sales CRM: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Software anterior: Trello

Razões para mudar para o monday sales CRM: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Monday.com Review

Comentários: Great system - need a tool like this to run the business day to day.

Vantagens:

Great database for storing, easy to customize. Can be a CRM, Sales, and Client Support/Relationship Management offering all in one. Love the ability to differentiate workspaces and segregate users from seeing each certain data.

Desvantagens:

Sometimes it is buggy or slow to load and sometimes when you need to jam something in the system timing is important and could be frustrating. I would like more out of the box sales forecasting, lead gen/tracking tools. Hubspot was strong at this.

So Convenient

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

Vantagens:

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.

Desvantagens:

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

Great for organization, deadlines, and execution of projects

Comentários: Terrific. Seemless, and so helpful.

Vantagens:

CRM - we have a huge database of clients, and this has been key in our pipelines for our PR campaigns.

Desvantagens:

Doing the automations takes time, and can get a bit confusing, but really helps the flow of our work.

Alternativas consideradas: Asana

Razões para escolher o monday sales CRM: We didn't have enough organization and automation.

Software anterior: Google Sheets

Razões para mudar para o monday sales CRM: The interface.

Super easy to use and customize

Comentários: makes our operations run smoother

Vantagens:

Ease of set up and ease of learning curve

Desvantagens:

nothing. The software works well and does everything we need it to do.

Alternativas consideradas: Zoho CRM

Razões para escolher o monday sales CRM: needed something simpler and easier to use and configure

Software anterior: Salesforce Service Cloud

Razões para mudar para o monday sales CRM: faster set up

The solution of our company looking for

Comentários: 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.

Vantagens:

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

Desvantagens:

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

Excellent Project Management Tool!

Comentários: We desperately needed an easy to use, easy to update project management tool in our App Development company. The Sales Dept. would get calls from clients asking, "how's our app coming," and they had to e-mail the Tech Dept, wait for a response and then call the Customer back. Now, the Sales Dept. can see exactly what stage of Development the client's app or website is in and tell the customer right then and there. No wasted time e-mailing or returning phone calls.
Also, the Tech Dept. can see what the Sales Dept. has in the pipeline so they can predict what's coming in. It has also helped us streamline processes for each Dept. The whole entire sales process can be mapped out with every step start to finish, with the final step being customer survey sent. You never forget to do any step any more! You can also customize your responses for each step along the way such as "Done" or "In Progress" or "Waiting For Client", etc. The customer service with monday.com is excellent. That's a big deal to me. I don't want to hunt and peck around the internet trying to find chat groups or how to contact support. When you ask a question you get a response within a short period of time. The software is pretty intuitive but there are support tools to learn tips and tricks.

Vantagens:

Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open. I like that you can discuss clients back and forth between team members.

Desvantagens:

Right now I can't think of anything. Perhaps there are glitches or design features that more advanced users might appreciate but for our needs it works exactly as we need it to.

Monday.com USer reveiw

Comentários: he product has solved inter company communication and CRM issues. We have been able to get on the same page together now quite easily.

Vantagens:

I like the ease of the software and the user experience. The look and feel makes it great to go to daily

Desvantagens:

The Product can be very in depth when I do not need something to be. But it is a great product.

Alternativas consideradas: Salesforce Service Cloud e Pipedrive

Razões para escolher o monday sales CRM: The price and ease of use.

Software anterior: HubSpot Marketing Hub

Monday (formally known as DaPulse) is a great tool for teams, coordinators and clients alike.

Comentários: Easy to integrate teams, coordinators and clients. Communication is seamless and collaboration is very easy.
Monday gives you great control over project management and lets the whole time collaborate and turn in on time. Clients can also benefit as they are in the loop and can collaborate as well.
Overall very easy to use and customer service is acceptable.

Vantagens:

Basic package is a great value compared to other softwares. Pretty easy to use once you've mastered the learning curve. Streamlined and overall great experience on smartphones. Desktop App is great.

Desvantagens:

Premium features will cost you and are packaged. For my company only the Gantt feature is something we need from the premium package, however we are forced to pay much more for features we don't need. If we could get that feature as a standalone to my basic package I would give it a 5/5. Duplicating boards is easy, however it would be great to be able to duplicate without the contents, that way we wouldn't have to delete each input manually.

Monday.Com simplifies our business and streamlines our communication.

Comentários: Monday.com is my love language. It is soothing to my brain to create boards and processes in the system that I know are going to improve efficiency, communication, and customer experience.

Vantagens:

Monday is how my brain operates. It allows me to create processes, improve the efficiency of workflows, improve communication, and simplify what needs to be simplified in order for our small team to make a big impact. I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.

Desvantagens:

On large boards, we begin seeing glitches, like time tracking not immediately working properly. This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot going on. This is not enough to sway me away from monday. It's definitely outweighed by the Pros.

Solid CRM with other capabilities

Vantagens:

I like that our team can track all of our projects and make sure that we are on time and staying on track. We can track the amount of time that a task has taken us. I also like that we can keep track of our contacts, and incoming leads and what they need from our company.

Desvantagens:

Teaching our team and clients how to use the platform can be a little difficult at times. Also, there have been times where automations were slow to trigger or didn't at all for a little bit.

Alternativas consideradas: Asana

Project management tool.

Comentários: It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers. In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers. The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements. it automates the repetitive work within seconds and helps you to stay focused on what matters and avoids human error. It helps you to keep track of consumers at all stages of the sales process.

Vantagens:

It helps teams carry out projects that deliver consequences on time no matter they are at the home, office, or on the go. It is easy to use and flexible. It can customize workflows and has robust productivity attributes including dependencies, time tracking, timeline views, automated notifications, and integrations. With Monday.com, you can obtain faster and better results for each project milestone.

Desvantagens:

It lacks CDN/bandwidth. When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying. Also, the scroll feature is dramatic at some times. Moreover, when spreadsheets are imported, hyperlinks do not always carry over. The "subtasks" lack some features and are a little cumbersome. The interface slows down when boards become larger. It has some limitations in bulk imports and importing from excel.

monday.com- Simplifying complicated processes

Comentários: For our company we have a lot of sales orders which can be active for several years before completion. It is imperative for us to keep track of key development using monday.com. It is visual and easy to manage. We use it at as a tool to provide an overview that is not possible in our production system. We use several main boards describing different phases of an order providing a linear approach to our orders. Where the order/pulse is moved through these phases/boards we can keep track of new key development. The last phase is constructed as a database were we store all our pulses/orders which provides great traceability.
monday.com is a highly versatile system letting you design/tailor your own approach to project management.

Vantagens:

- Visual approach - Two clicks away from the deepest level of the system - Versatility - Easy to tailor to own needs

Desvantagens:

- limited possibility for automated processes - using filter to exclude content on the boards