monday sales CRM

Monday.com is a Great Tool for Several Needs

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Eerder overwogen alternatieven: Trello

Redenen om over te stappen op monday sales CRM: Price, functionality and the User Interface (UI)

It is a great tool to control our sales efforts of all kinds

Opmerkingen: It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.

Pluspunten:

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

Minpunten:

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Eerder overwogen alternatieven: Zoho CRM en HubSpot CRM

Redenen om over te stappen op monday sales CRM: We loved the designs and easy ways to communicate and collaborate work together.

I love using monday Sales CRM!

Opmerkingen: Our sales reporting have become easier since we used monday.com sales crm! Our [sensitive content hidden] loved it

Pluspunten:

I like that it's user friendly and that every update can be reflected to the dashboard. We don't have to create our own reports

Minpunten:

Data import could be improved especially bulk imports

Eerder overwogen alternatieven: Salesforce Sales Cloud en Zendesk Sell

Redenen om over te stappen op monday sales CRM: We can relate it to our internal monday.com work management and we can easily switch when needed

So Convenient

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

Pluspunten:

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.

Minpunten:

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