monday CRM Erfahrungen

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: Salesforce Sales Cloud und Asana

Gründe für den Wechsel zu 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.

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Monday is a dream come true!

Kommentare: We love it. It has made our work easier. We are able to provide better service to our customers and it is way more user friendly than our previous CRM.

Vorteile:

Easy to use with so many automations and functions. It made our small team, mighty.

Nachteile:

There is so much that you can do that it can be a little overwhelming.

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: Zoho CRM und HubSpot CRM

Gründe für den Wechsel zu monday CRM: We loved the designs and easy ways to communicate and collaborate work together.

Decent Product!

Kommentare: Overall, very pleasant and positive experience.

Vorteile:

Easy to use, organize and filter data. Excellent for project and deliverable tracking but also great for just maintaining workflows.

Nachteile:

There is a limit to how much data and/or columns and rows you can add to one monday board.

The Ideal and Epochal CRM tool that we love.

Vorteile:

The software has a very easy to use interface. It offers us with a 14 day trial after our purchase. It is very easy to centralize all our customers communication via email. Easy to organize marketing campaigns thus improving our ROI.

Nachteile:

For the time we have used the software no dislikes.

User friendly CRM and Project Management Tool

Vorteile:

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

Nachteile:

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

In Betracht gezogene Alternativen: Salesforce Sales Cloud

Warum monday CRM gewählt wurde: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Zuvor genutzte Software: Procore

Gründe für den Wechsel zu monday 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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: Workzone, Trello und ClickUp

Gründe für den Wechsel zu monday 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

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

Vorteile:

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

Nachteile:

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.

Monday.com is a Great Tool for Several Needs

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

In Betracht gezogene Alternativen: Trello

Gründe für den Wechsel zu monday CRM: Price, functionality and the User Interface (UI)

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

In Betracht gezogene Alternativen: Trello

Gründe für den Wechsel zu monday 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.

Monday.com for engineering

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

In Betracht gezogene Alternativen: Trello und Asana

Warum monday CRM gewählt wurde: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Zuvor genutzte Software: Trello

Gründe für den Wechsel zu monday 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

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

Vorteile:

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.

Nachteile:

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.

Glad we found Monday.com!

Vorteile:

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"

Nachteile:

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.

In Betracht gezogene Alternativen: Asana

Warum monday CRM gewählt wurde: Monday has more tools

Zuvor genutzte Software: Trello

Gründe für den Wechsel zu monday CRM: Monday.com is easier to use and has more tools.

Super easy to use and customize

Kommentare: makes our operations run smoother

Vorteile:

Ease of set up and ease of learning curve

Nachteile:

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

In Betracht gezogene Alternativen: Zoho CRM

Warum monday CRM gewählt wurde: needed something simpler and easier to use and configure

Zuvor genutzte Software: Salesforce Service Cloud

Gründe für den Wechsel zu monday CRM: faster set up

Easy of Use

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

My Best Friend

Kommentare: I absolutely love this software and couldn't do my job without it. It has become my best friend! It remembers hundreds, probably now thousands, of little details that I would never keep in my head but are now right there at my fingertips whenever I need them. I also love that it is easy to get new team members up to speed on it because it is easy to learn to use. Thank you so much for all the great work you've done to create this product!!

Vorteile:

I loved that the set up was relatively easy and quite intuitive once I got the hang of it.I really appreciate that I was able to set it all up just how I need it, and to best suit our purpose. I'm doing outreach to hundreds of people in a critical aspect of our work and Monday serves me so well. I can so easily see what needs to be done, what is next and how well we are doing with individual aspects of the outreach. Also, it makes everything so transparent. My team can go in and see quickly and easily where we are on everything.

Nachteile:

I don't feel like anything is missing. The automations were a bit tricky to get used to. I also find that I don't respond to the date reminders but that is my problem, not the software's!

Monday.com USer reveiw

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

Vorteile:

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

Nachteile:

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

In Betracht gezogene Alternativen: Salesforce Service Cloud und Pipedrive

Warum monday CRM gewählt wurde: The price and ease of use.

Zuvor genutzte Software: HubSpot Marketing Hub

My life is in Monday.com

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

In Betracht gezogene Alternativen: Airtable

Monday.Com simplifies our business and streamlines our communication.

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

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

Vorteile:

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

Nachteile:

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

In Betracht gezogene Alternativen: Salesforce Sales Cloud

Gründe für den Wechsel zu monday CRM: the ease of implementation and use

Keeping on sales team on track!

Kommentare: 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!!

Vorteile:

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!!

Nachteile:

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

In Betracht gezogene Alternativen: Freshsales

Gründe für den Wechsel zu monday CRM: Overall easy of use.

Production Software

Kommentare: Amazing and productive!

Vorteile:

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!

Nachteile:

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

Does the thinking for you!

Kommentare: 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."

Vorteile:

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!

Nachteile:

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.

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.