monday CRM – Bewertungsseite 2

Vorteile

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.

Nachteile

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!

In Betracht gezogene Alternativen

HubSpot CRM

Warum monday CRM gewählt wurde

Hubspot was going to get too expensive, it wasn't a great interface, and we had prior experience with Monday.com.

Zuvor genutzte Software

HubSpot CRM

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.

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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Asana und HubSpot CRM

Gründe für den Wechsel zu monday CRM

I chose the need for workflow and process mapping features over the need to store customer data in ways alternative products do. Being able to mould boards around my internal processes is a huge benefit to streamlining my business.

Vorteile

This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers.
Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.
-Optimize my daily and weekly team meetings
-Track the completion of the project in real time.
-Collaboration and project management with people outside my company.

Nachteile

I love the web version, but I have problems with the Android application, it is super slow, it does not finish loading the information and when it loads, it uses a lot of data.
Simply put, the smartphone app is not working.

In Betracht gezogene Alternativen

Trello

Gründe für den Wechsel zu monday CRM

Offer more features at a lower price

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.

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.

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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Asana

Warum monday CRM gewählt wurde

Monday.com does everything Pipedrive can do and a whole lot more.

Zuvor genutzte Software

Pipedrive

Gründe für den Wechsel zu monday 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.

Vorteile

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails
Know where everything stands - no redundancy
Customizable
CRM automation and integrations
Following up leads easily and not having to get things buried in the box
Onboarding clients is faster
Management time saved
Everyone at the company is united and on the same page

Nachteile

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky.
The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

Vorteile

I researched similar products and chose to implement Monday.com for three main reasons: First, it offers a wide range of templates which provide useful starting points for my minor customizations. Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these. At a glance, the colors show me where my project is at any given time!

Nachteile

I've only really scratched the surface of the full power of Monday.com. I'm able to start using it for Customer Resource Management and I'm looking forward to seeing how it performs with sales pipelines and forecasting. In short, everything I've used to support my business workflow has been right on target!

Vorteile

My favorite thing is going paperless and not having the stress about losing important information.

Nachteile

That I cannot revise multiple bids instead I have to redo the invoice every time, and save the file and upload it .

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,.

Vorteile

That it's part of Monday so it easier for the entire team to use it.

Nachteile

Since I've start using the Monday's CRM a few month ago my overall experience was very disappointing and frustrating. Since the email tracking doesn't work constantly it's not reliable, and makes me do a lot of manual work instead. E

In Betracht gezogene Alternativen

HubSpot CRM

Gründe für den Wechsel zu monday CRM

Since I udesd Monday (not CRM) in the past

Vorteile

I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it!

Nachteile

The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now!

Vorteile

Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great.

Nachteile

the application can be slow sometimes, having multiple boards open at the same time would be key

Vorteile

ease of use, almost unlimited amount of third-party integrations to help with existing software use.

Nachteile

You could improve the tables, cant have different table headers on different groups on the same board.

Vorteile

Excellent product, easy to use, very good!

Nachteile

Could improve some bugs, it would be great

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.

Vorteile

I really mean it. I love every feature about this. It is totally customizable, very functional for any industry, and super easy to use. There are templates already made, but i am sure they can customize anything. You can even make your own. Integrates with your calendar!

Nachteile

Really no downside. I wish I could only work in the CRM and it integrated with my mortgage LOS as well.

Vorteile

I needed a simple way to keep track of our sales, from leads to closed or nurture. I am not a sales professional but as a small business, I had to quickly learn and implement a system to keep track of our sales process. Monday made it super simple with a template that I was able to customize for our company. Monday is a workhorse and well worth the cost if you take the time to learn it and customize it for your specific company process.

Nachteile

The hardest part as a small business owner is taking the time to watch the tutorials and learn the capabilities. However, if you take the time, Monday will reward you in saving time once the setup and implementation are complete. The sales CRM function is a small but vital part of all the things that Monday does to keep my company running smoothly.

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.

Vorteile

Simplicity. It's so easy to implement using templates and adapt to specific needs.

Nachteile

1) Reliability. We've had issues (not at that frequent) where Monday.com has been down for a few hours and we've lost some productivity from that. However, the productivity it's added makes it still a net gain.

2) Dashboard features aren't fully baked. Date filters for example could be a lot simpler and faster to use. We also encountered a beta feature in the sales dashboard which was a good feature, but not possible to implement in it's current state. It took some workarounds to make things work, but overall was still pretty good.

Vorteile

The automation and how we can take items from other boards and fit them all onto one board. Then when you or the client updates information it syncs across the boards. We use this for our Level 10 meetings and NNL to keep the team all moving in the same direction.

Nachteile

Cannot single out a row, we can only single out a column. Cannot do a lookup function i.e. go find this word and pull the data from this row.

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!

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Salesforce Service Cloud

Warum monday CRM gewählt wurde

The ability to code our own customizations.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu monday CRM

Low code customization features.

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

Vorteile

We love how easy Monday CRM is to use. It keeps all our info in one place and on the same software as our project management - this eliminates delays, streamlines projects, and ensures we don't miss a single lead. We love that there is a quote/estimate feature built in and that we can keep track of our customers easily at a glance. It is also very flexible and we have customized to fit our business.

Nachteile

We really wish the quote feature was more intuitive and flexible! There aren't many options for customization and the end result is usually blurry that we send to customers. We continue to use it since it is so simple but would really like to see some changes there. We are happy to chat more about what we are looking for and how the quote process could be improved in our opinion!

Vorteile

It's easy to use and it actually works for us! There are so many products that have maybe one or two features we need but it wasn't until Monday that we could get everything we need in one place.

Nachteile

Honestly, it's just that it can get a little overwhelming because there are SO many things you can do. I want to spend so much more time customizing and optimizing it but I feel like that venture will never end.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Asana

Zuvor genutzte Software

Airtable

Vorteile

monday.com helps our team ensure that nothing falls through the cracks in our business, we use it for forecasting, resource management, project management, account management and more. Our team is on the platform every day using it to run all aspects of our business, and I don't know what we'd do without monday.com!

Nachteile

There are certain forms and dashboards we use that we haven't yet converted to monday.com. Mostly this is an issue of bandwidth for our team... but I'd love to see monday.com share a list of 3rd party consultants they recommend to help support a complete transition to the platform.

Vorteile

Easy of use and how flexible it is. All our customers and prospects have different needs and projects.

Nachteile

Some feature could still be improved. However, what matters the most is there.

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

Vorteile

This is a quick and easy CRM to setup and use.
As you get familiar with it and find additional things you want to do with Monday.com, you can add or change the way it works to suit you.

Nachteile

As with all good Software, people who use it want to use it for other things.
I would like to do my quotes in Monday.com but of course it is not a quoting tool.

In Betracht gezogene Alternativen

Tableau

Gründe für den Wechsel zu monday CRM

It was easy to start using

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Asana und HubSpot CRM

Gründe für den Wechsel zu monday CRM

Familiarity, cost, aesthetics of the interface

Vorteile

Our office needed a virtual management software for processes that we're even created yet. The ease of transformations in Monday make changing processes and items simple - often times, just click and drag! It makes creating and then re-working things straight forward.

Nachteile

The only complaints I have are that the automations aren't always reliable and when they don't work you don't really know it.

In Betracht gezogene Alternativen

Microsoft Teams und ClickUp

Warum monday CRM gewählt wurde

The pricing difference, ease of use and large array of services.

Zuvor genutzte Software

HubSpot CRM

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Zoho CRM, Airtable, Pipedrive, ClickUp, Copper, Wrike, Asana, Notion und Smartsheet

Warum monday CRM gewählt wurde

I wanted a database-style system

Zuvor genutzte Software

Pipedrive

Gründe für den Wechsel zu monday CRM

It was the best combination of task management, database and calculation, and automation that I could find for the price

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.

Vorteile

The ease of use and ease of implementation made it great to persuade my colleagues to start working with Monday. we are supposed to start working with Salesforce in a 1/2 a year. not sure it would be easy to make the change.

Nachteile

you still need to configure the product to your needs. designated apps come with more ready made processes but the cost is much higher

Vorteile

Seamless interface; allows for ease of use and ease of communication / tracking.

Nachteile

Custom automation (rules basis) could be slightly easier when setting up boards

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

SalesRabbit, Zoho CRM, Bullhorn ATS & CRM, Salesforce Sales Cloud und HubSpot CRM

Warum monday CRM gewählt wurde

Value for the cost. as well as a simpler product to train and use

Vorteile

How it helps me and my team stay in track not only at a corporate level but at a personal level too

Nachteile

How we are still working on integration of formulas, neew more access to advanced excel features

Vorteile

Outstanding and very great functionality and very user-friendly. Excellent user experience with a visual emphasis.

Nachteile

Every downside that I thought when I used this platform were addressed by the customer support immediately, so everything is good on my end.

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.

Vorteile

tracking, alarms, automation, Dashboard, file link, labels, clear lines, fun colors, I could go on! Thank you Monday.com for being a part of our team!

Nachteile

I do find myself wishing I could call a Monday.com rep for a 5-minute convo instead of emailing.

Vorteile

Fully customizable. I have boards for everything from lead management to bill tracking. Want to mark how likely you are to get a 5 star review from a client? You can make a column for that. Want to upload photos to a client's project? You can do that too. Want to create an automation to import emails based on keywords and create new leads automatically. Easy. This is a life saver.

Nachteile

So far, every one of my complaints have been resolved by new updates.

Vorteile

What I like the most about the software is that is user-friendly and there are a lot of resources to actually understand how to use it. The same system can be helpful in so many different ways, it is AWESOME!

Nachteile

My least favorite thing about is the last updates that it had. I don't feel the new layout is a good fit for me, it could be nice that we had the option to use the previous version. Besides that, I dont like that we are not able to tag ourselves when we write updates.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

HubSpot Marketing Hub und Salesforce Sales Cloud

Warum monday CRM gewählt wurde

We needed more functionality out of the platform.

Zuvor genutzte Software

Agile CRM

Gründe für den Wechsel zu monday CRM

Pricing was the driving force, then being able to do our own implementation.

Vorteile

Since moving to Monday.com it has taken little effort to turn my team into experts in the platform. We are finding new ways everyday to improve the system through the collaboration across the entire team.

Nachteile

There is a few minutes delay between actioning something and it being picked up through an automation or elsewhere in the system.

In Betracht gezogene Alternativen

Basecamp

Warum monday CRM gewählt wurde

The old system was clunky, expensive and the support was terrible.

Zuvor genutzte Software

Accelo

Gründe für den Wechsel zu monday CRM

I have experience with Monday.com and I know how powerful and intuitive it is to use.

Vorteile

I've tried other platforms, but went with Monday.com for many reasons - ease of use, flexibility, integrations, and because make frequent updates that continue to improve.

Nachteile

It's a big 'large' in view - i.e. other platforms are much tidier and easy to visualize. Monday.com has a bigger interface, which sometimes makes it harder to put as many things on a page as I wish. However, this can be fixed using ultra hires monitor(s).

In Betracht gezogene Alternativen

ClickUp und Asana

Gründe für den Wechsel zu monday CRM

Asana was limited, as well was ClickUp. Dashboards were better in Monday.com.