monday sales CRM

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 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.

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.

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 sales CRM: We loved the designs and easy ways to communicate and collaborate work together.

So Convenient

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

Vorteile:

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.

Nachteile:

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

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 sales 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 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.