monday CRM – Bewertungsseite 3

Vorteile

It is easy to use, easy to track, good to have everything in one system.

Nachteile

Nothing really, it is simple to use and has everything we need

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.

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.

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Vorteile

Simple to use and to configurate, lot's of integrations that makes tour daily job easier

Nachteile

Massive sending emails, Massive sending emails

Vorteile

Board Sharing and customizable columns. I wish I could figure out automations and integrations better

Nachteile

I have been unsuccessful linking my activities with Outlook

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Vorteile

Customization. Automations. Ease of use once we finished setting it up. Ongoing support and new features.

Nachteile

Can be a steep learning curve during set up.

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Vorteile

The software is good and very easy to use for a beginner.

Nachteile

No problems encountered with its use, this is what I prefer about this software

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

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Vorteile

The automation and integration are very helpful. I can explore more features by using Monday.com

Nachteile

The desktop app sometimes got crash, so I prefer using browser version

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.

Vorteile

It is extremely easy to use, i recommend it for any small business.

Nachteile

I just want a $20 gift card, i don't really have any problems with this software.

Vorteile

What I like most is the UI. It's extremely intuitive, gorgeous looking, and promotes a feeling of productivity and ultimate entrepreneurship. Its automation software is also brilliant saving loads of time on many fronts.

Nachteile

The pricing is a little high. I currently pay about $100 for 2 people and would love to see that come down to somewhere in the $30-$50 per month range. Also, the mobile app is a bit redundant in my opinion. I've never found myself going to the app for anything other than to find something on the run.

Vorteile

Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open.

I like that you can discuss clients back and forth between team members.

Nachteile

Right now I can't think of anything. Perhaps there are glitches or design features that more advanced users might appreciate but for our needs it works exactly as we need it to.

Vorteile

Ease of use, simple implementation and ability to have groups by roles as well as private process flows.

Nachteile

Lack of flexibility on some complex business flows, but they keep adding features on a regular basis that help counter their perceived lack of flexibility

Vorteile

I like the features of Monday.com, it is very easy to understand. Also it is easy to customize based on our business requirements. This system also helps my management to directly see the tasks that i am handling.

Nachteile

I only feel bit frustrated when the Monday portal goes down, as my whole work depends on this CRM

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.

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Vorteile

The mobile application, automations, and attractive software make Monday easy to use.

Nachteile

The reporting and statistics are not always accurate.

Vorteile

Ability to customize/design the tool to fit our workflow and sales process

Nachteile

Took a long time to get it working the way we needed it to. Still playing with the right integrations / automations to make our workflow / project management less administratively heavy

Vorteile

How truly customizable it is. We can make the software do almost everything for ourselves and our clients!

Nachteile

With the recent improvements there is nothing else I wish the software did right now.

Vorteile

The ease of use is unbelievable. Before Monday.com we worked off convoluted spreadsheets and word documents that used impossible formulas. The dashboard we created makes our Business Development meetings a clearer picture of where we are and where we are headed.

Nachteile

A link or intergration to gmail that easily allows you to ingest signature lines would be amazing.

Vorteile

I like this software because it solves our main issue - centralizing the workspace. By having a centralized workspace, it's easier to produce the standard operating procedure for each department. Not that monday.com has the automation feature for particular tasks, but it also helps our business to slowly automate the whole process. Our team loves this software very much. We treat our work as a game.

Nachteile

I wish we could have a chat feature on monday.com.

The mirror feature is not optimized. e.g. The number or formula does not have the summary function.

Vorteile

I love how much there is to customize while allowing me to communicate with my team!

Nachteile

It is really hard to implement because of how much you can do. I wish I could share my need and have assistance with a great board build.

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Vorteile

the best thing in my opinion is the ease of use for the most part. It is very appealing to look at and easy, so it is not hard to get the entire team on board with using monday.

Nachteile

Wish integrations/automations were easier to setup or had better instructions. We currently do not have it integrated with any other software or websites.

Vorteile

Its versatility and easily manageable. It works well for us for sales, reporting and accounting.

Nachteile

We are still looking at a lot of features that are incorporated in this software, i believe it might get overwhelming if we keep on adding new features to it. We are satisfied with what we can achieve with this product.

Vorteile

Everything is clear and easy to see, we can see what the rest of the team has quoted and where they're at with their leads. Also useful for our sales admin team to be able to view quotes without searching through emails and excel sheets.

Nachteile

with we could delete the subitem column from the board once added!

Vorteile

CRM - we have a huge database of clients, and this has been key in our pipelines for our PR campaigns.

Nachteile

Doing the automations takes time, and can get a bit confusing, but really helps the flow of our work.

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Vorteile

Basic package is a great value compared to other softwares.
Pretty easy to use once you've mastered the learning curve.
Streamlined and overall great experience on smartphones.
Desktop App is great.

Nachteile

Premium features will cost you and are packaged. For my company only the Gantt feature is something we need from the premium package, however we are forced to pay much more for features we don't need. If we could get that feature as a standalone to my basic package I would give it a 5/5.
Duplicating boards is easy, however it would be great to be able to duplicate without the contents, that way we wouldn't have to delete each input manually.

Vorteile

We absolutely love the ease, all the features, just everything about it. We’re are always amazed at the product as a whole and it runs our entire business! We can’t recommend Monday.com enough.

Nachteile

When you make copies, it’s a little annoying having to always delete the copy out of the copied item but otherwise LOVE MONDAY!

Vorteile

Ease of use, you can see all your clients on one page, integration with apps such as Jotform and email

Nachteile

The integration with Mail Chimp and email could be much better

Vorteile

Ease of use
Templates
Speed to deploy changes
Flexibility
Scalability

Nachteile

Not really - haven't come across any yet

Vorteile

The ease of use and onbaording for net new team members. I have implemented monday at two different start ups now and I just love it :)

Nachteile

I don't have any complaints- it serves us very well for our needs

Vorteile

I love how easy this software was to learn as well as customize to our teams needs. We have been able to be more organized as a company and achieve better results with the help of Monday.

Nachteile

So far I have no complaints about the software!

Vorteile

I love that we can monitor and track our team's progress, with resource management and CRM capability we are able to house all our operational, marketing and sales needs on this one platform.

Nachteile

I feel a bit lost with all the features, for all the integrations I feel its a bit unclear how to set up certain integrations, eg: Integrating my emails to track conversations within CRM and to have a log of contact.

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Vorteile

The ease of use. It's something that you can certainly get started with and implement fairly quickly.

Nachteile

The way you can set up boards, some of them need to look and act more like excel

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Vorteile

This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information.

I would highly recommend this product.

Nachteile

It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.

Vorteile

its a beautiful layout . all the bells and whistles, nice structure

Nachteile

i felt i needed to hire a chief operating officer (coo) just to understand how to and when to set up these features for this system.

Vorteile

My favorite part of the software are the robust automations you can write to automate your processes. And they can be written in seconds with the automation builder!

Nachteile

Importing data could use improvement. The product doesn't easily allow importing to certain data types, so you first have to import data as text, and then convert to dropdowns/status columns.

Vorteile

The incredible flexibility and uses for Monday are just endless. I use it for business planning, working with tech specialists, working with colleagues, and I even use it for personal task management as well as to organize some subcommittees at a non-profit I am involved in.

Nachteile

OK two things. One, it does not quite sync up with my calendar they way I want it to. And two - I am in NYC and I can't use it underground where there is not a signal.

Vorteile

Visually easy to see and read, love seeing status and amount in each stage / bucket

Nachteile

We are having some issues with the dashboard reporting, the dates in the beta version don't allow filtering for all metrics

Vorteile

Monday has been a real help exactly when our team needed it. As our workload has increased meaning working collaboratively across projects has been required Monday has been an amazing tool for keeping on top of tasks, and means I am able to see when other members of the team have completed items or receive up to the minute status updates without needing to constantly check with them. This saves time, has improved communication and given an improved sense of autonomy to team members.
The flexibility of the boards means it has uses across our interior design and project management business, from tracking order admin on each project to keeping track of new leads and planning marketing. I have found the customer support to be excellent and there are useful videos available to help get to grips with using it. Even less technologically advanced older team members have loved using it, setting up the status updates with quick click labels has made this so accessible and quick to update. The iphone app also means you can use on the go, for instance a nagging feeling that something has not been ordered or actioned in the middle of the night can be put to rest within seconds - without having to wait until 9am to check in with team members.

Nachteile

Needs someone to be technologically aware/ a bit of effort to set up the boards, however it is so easy to use once put the time in it is definitely worth the initial effort.

I would say the main challenge in our business has been getting the whole team on board to
a change in doing things, however even the most resistant team members have quickly got on board as soon as they have given it a chance.

Vorteile

I love the CRM system. It's easy to use and helps my team to keep track of our daily tasks and projects.

Nachteile

Sometimes software can be buggy. For example, there were several system outages within the last few months that delayed team productivity.

Vorteile

I like that our team can track all of our projects and make sure that we are on time and staying on track. We can track the amount of time that a task has taken us. I also like that we can keep track of our contacts, and incoming leads and what they need from our company.

Nachteile

Teaching our team and clients how to use the platform can be a little difficult at times. Also, there have been times where automations were slow to trigger or didn't at all for a little bit.

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Vorteile

I love its dynamic range of features including lead tracking, pipeline management, and sales forecasting.

Nachteile

It may not be the best fit for larger enterprises or organizations with more complex sales processes.

Vorteile

I tried countless softwares for managing our new leads & contacts and monday.com has been amazingly helpful in getting the information organized and customized to my needs.

Nachteile

I would like to see more defined goals for each team member as a whole instead of by project.

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Vorteile

This has been the easiest CRM in terms of functionality and ease of use. Very easy to learn, right out of the gate. Easy to customize too. Has cut my workload down dramatically, especially not having to do 10 things on one item. Now it's one and done, for the most part.

Nachteile

I really can't find anything bad to say here. For our purposes, this has been top notch! Easy to use, easy to learn.

Vorteile

The flexibility of it, the ease of it, and all around help it gives!

Nachteile

Nothing that I can find, or think of at the moment.

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

Vorteile

Being able to quickly customize what I need for my team!

Nachteile

Some of the features that are tied to the enterprise licensing are needed in the mid-tier.

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Vorteile

Monday is easy to use, very flexible and adjustable to any team's needs.

Nachteile

Sometimes the complexity could be a bit confusing but still recommended.

Vorteile

I like the drag and drop functionality and how colourful it can be because it helps me see at a glace how things are coming along

Nachteile

I form function is very basic and not visually appealing - I had planned to use it for lead capture of new prospects but it's pretty ugly so I'm sticking with my wordpress native form, but it means I need to do a manual step still, which I had thought I could avoid