monday CRM

Monday.com is a Great Tool for Several Needs

주석: 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.

장점:

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.

단점:

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

Super customizable with powerful features

주석: 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.

장점:

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.

단점:

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.

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

주석: 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.

장점:

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.

단점:

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.

Nothing Really Like Monday.com

주석: I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.

장점:

Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.

단점:

The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!

Monday for Cybersecurity Oriented System Integrator

주석: I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using it as Sales CRM, later i moved to another company which has two Models MSSP and Classic Integrator - so i also have integrated Monday.com here, so i have experience in two different companies - both time i was the one who did the call and choose Monday.com

장점:

Neutrino is Cybersecurity Oriented System Integrator, which works with MSSP model and also classic Integrator Model, both types of deals are easily created, managed and workflow feels very smooth. Our MSSP SOC team processes are fully integrated in Monday, everything become automatic. tasks and reaction which needed up to 8 minutes, downed to 40 seconds.

단점:

So far so good, no major dislikes about product, hope one day cross boarding will be supported ( when data is shared between different boards at one time, and does not affect original data column )

A Sales CRM that is as bespoke as it can get without paying for a custom system of your own.

주석: Overall, I love Monday. I use it every day for my business to manage clients and projects. I have enjoyed using it so much that it has become a service that I now provide to my customers.

장점:

The greatest thing about Monday is that I can map out any process within my business. This has allowed me to delegate tasks out to others but also helps me to keep track of projects and the different stages each one is at. Monday.com has so many templates to choose from but when it comes to creating your own, it is super easy to do. I prefer to make my own or change existing templates to fit the ways in which we work as a business. The problem with off-the-shelf software is that every business is different. The problem with creating your own system is that it is very expensive. Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.

단점:

The main downside that I see with Monday compared to other CRM systems is viewing client data and storing customers. Clients/customers are essentially just items on a board, just like every item on any board you create. This means there isn't a client overview or summary page that you can view easily and cleanly that summarises a client and all the data you have about them.

Great for Small business' that are in excel or have more complicated needs

주석: Monday pulled us out of excel and the filing cabinet. we used a cheap version of sales force for small business' but it could do less than half of what Monday had to offer

장점:

Monday is quick to adapt to the management needs in the firework industry making it a great platform that we can quickly adjust if needed.

단점:

some of the reporting we pull from it require creating hidden columns to manipulate data making it something not the average user can always do.

Monday As a CRM

주석: Monday has been a game changer for our business and allows us to control where we go with the product using our own internal team.

장점:

The softwares main feature is its adaptability to various departments and needs.

단점:

There are some very basic features like being able to attach an attachment to an email that are missing.

So Convenient

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

장점:

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.

단점:

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

Very happy with Monday.com

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

장점:

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

단점:

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.

So Close to Perfect - Lacking Operability With Advanced Deployments

주석: 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.

장점:

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.

단점:

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.

Glad we found Monday.com!

장점:

Monday.com has helped us in so many ways. From tracking our to-do lists to previewing our sales. This is helping us to achieve our goals and to see our potential. Monday.com has helped us to create a salesflow where we can register every step of it and keep our team accountable. What we love the most about Monday is the automations and how easy it is to create them. Monday.com helps us to "Work smarter, not harder"

단점:

It is a software that is still expanding and growing so even though it does have as many integrations as we want we know that it will get there.

Super easy to use and customize

주석: makes our operations run smoother

장점:

Ease of set up and ease of learning curve

단점:

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

Easy of Use

주석: Helps Client Service check which clients have been approached and the progress on that specific client, so that 2 people do not approach the same client with the same project.

장점:

The easy of use and navigation : I love how 2 people can be working on the same project and also track at the same time, The movement bar helps check the progress of certain projects.

단점:

It has the ability to freeze while trying to archive some items

Amazing OS + amazing company

주석: I genuinely love it and I am excited to see how I will continue to grow and expand my boards and automations once I have a team. I also just love Monday as a company, I follow the Instagram page and it's great to see such fresh and different content/ads/campaigns. Also love how much you have done for the Ukraine crisis. The other thing is the customer service is incredible, I could not believe it when the person emailed me back with a personal Loom video to explain my issue and try to resolve it. They are amazing and don't make me feel stupid/bad about what I'm asking. They all need a raise :)

장점:

I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.

단점:

It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.

The Most Adaptable and Scalable CRM

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

장점:

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

단점:

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.

An essential member of our team

장점:

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

단점:

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

Monday.com USer reveiw

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

장점:

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

단점:

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

My life is in Monday.com

주석: I started using Monday.com about 5 years ago and never looked back. The more features they add the better this platform becomes. Great support.

장점:

Everything from the customer support to the ability to build API makes Monday.com my go to platform for project management and CRM as well as communication management. My co-workers laugh at how often I reference the things I track in Monday.

단점:

Conditional logic in the Form view would be helpful rather than having to use a third party app

Monday.Com simplifies our business and streamlines our communication.

주석: 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.

장점:

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.

단점:

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.

Monday.com Review

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

장점:

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

단점:

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

Keeping on sales team on track!

주석: Monday.com allows us to create accurate sales forecasts, track leads and client communications as well as link appropriate documentation. Love how intuitive this platform is!!

장점:

This CRM is a great combination of project management and sales workspace. Highly intuitive and easy to read layouts and project timeline reminders make my days easier!!

단점:

Import mapping has given me some trouble. I wish there were visual notifications on the boards when customers respond to campaigns.

Production Software

주석: Amazing and productive!

장점:

We have used Monday for all our Production Tracking for 2 years. We have continually improved it and without a doubt has helped us grow. This year we deployed the CRM and have made the switch from Salesforce to Monday. Its much more user friendly and quicker. The app is much better as well!

단점:

I have no strong dislikes. The CRM and app have been amazing.

Does the thinking for you!

주석: We continue to love our choice to manage all of our workflows on Monday. We've reduced the times that we've said "I sent you an email about that, let me find it" to practically zero. We have "delegated" tiny reminders and handoffs to the Monday.com automations, reducing human oversight. And we love the confetti when a status changes to "done."

장점:

The frameworks the Monday.com offers for CRM, and for pretty much every other business function, are really the visual representation of best practices. Our small team finds that we are able to capture core processes easily, and just as often we learn how to really map out our action plans using the wisdom already baked in to the templates!

단점:

There's very little that our team doesn't like. One thing that we're still learning how to use is differentiating how to sort by company or by contact.

The best thing ever. Revolutionized how we manage our projects.

주석: Organizing our projects become easier, sharing that progress with clients is easier, billing for projects is easier, chatting about the tasks and sharing files is easier...seriously...everything is easier with Monday.com.

장점:

Being able to customize anything we want. We assign colors to employees so we can see who is falling behind or carrying the majority of the workload. We can see if a certain client has a lot of urgent items and needs more attention. We can share our progress with clients so they can see in real-time what we are working on. We've created a way for Billing to know when it is time to bill for a project b y using the tags feature. The software is simply amazing. I cannot recommend it enough.

단점:

I would like a way to sync certain items so they could be on 2 boards at once. I reached out to support about it and they were friendly, helpful, and gave me a great suggestion. It's not exactly what I want, but it absolutely works better than nothing. Seriously, my only complaint is that one tiny feature request.