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Om monday CRM

monday sales CRM is ideal for small-medium businesses and offers customizable, no-code solutions for the entire lead & sales pipeline.

Lär dig mer om monday CRM

Fördelar:

Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI.

Nackdelar:

Hard to prioritise jobs. Hard to get a sense of everything not done for one contact.

Betyg för monday CRM

Medelpoäng

Enkel användning
4,7
Kundservice
4,6
Funktioner
4,5
Valuta för pengarna
4,6

Sannolikhet att rekommendera

9,0/10

monday CRM har ett totalt betyg på 4,7 av 5 stjärnor baserat på 387 användarrecensioner på Capterra.

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Filtrera recensioner (387)

Zac
Zac
President / CEO i USA
Verifierad LinkedIn-användare
Kläder och mode, 2‒10 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

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

5,0 för 2 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Övervägda alternativ: Salesforce Sales Cloud och Asana

Anledningar att byta till 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.

Amanda
Amanda
Human Resources Generalist i USA
Verifierad LinkedIn-användare
Sjukhus och hälsovård, 10 000+ anställda
Har använt programvaran för: 1 + år
Recensentens källa

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

4,0 för 9 månader sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Charleotte
Senior HR manager i USA
Informationsteknologi och tjänster, 1 001‒5 000 anställda
Har använt programvaran för: 2 + år
Recensentens källa

The Ideal and Epochal CRM tool that we love.

5,0 förra månaden Nytt

Fördelar:

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.

Nackdelar:

For the time we have used the software no dislikes.

Dana
CRM Consultant i Storbritannien
Turistföretag, 11‒50 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

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

2,0 för 2 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Övervägda alternativ: Zoho CRM och HubSpot CRM

Anledningar att byta till monday CRM: We loved the designs and easy ways to communicate and collaborate work together.

Verifierad recensent
Verifierad LinkedIn-användare
Marknadsföring och reklam, 1 001‒5 000 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Outstanding CRM/PM tool for matrix organisations

5,0 för 2 månader sedan

Kommentarer: Excellent
Its a great tool to make your PM and AI driven work

Fördelar:

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

Nackdelar:

1. Expensive a bit 2. Turn around time for support is 3-5 days

Greg
Greg
Operations Manager i Kanada
Verifierad LinkedIn-användare
Konstruktion, 51‒200 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

User friendly CRM and Project Management Tool

5,0 för 2 år sedan

Fördelar:

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

Nackdelar:

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

Övervägda alternativ: Salesforce Sales Cloud

Anledningar att välja monday CRM: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Tidigare programvara: Procore

Anledningar att byta till 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.

Samuel
Samuel
Founder i Kanada
Verifierad LinkedIn-användare
Marknadsföring och reklam, 2‒10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Would recommend to manage everything

5,0 för 3 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Övervägda alternativ: Trello och ClickUp

Anledningar att byta till monday CRM: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!

Sam
Sam
Broker Associate i USA
Verifierad LinkedIn-användare
Fastighet, 2‒10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Monday is great for Real Estate CRM

5,0 för 2 år sedan

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

Fördelar:

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

Nackdelar:

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.

Regina Sophia
Product Lead i Filippinerna
Informationsteknologi och tjänster, 51‒200 anställda
Har använt programvaran för: 1 + år
Recensentens källa

I love using monday Sales CRM!

5,0 för 9 månader sedan

Kommentarer: Our sales reporting have become easier since we used monday.com sales crm! Our [sensitive content hidden] loved it

Fördelar:

I like that it's user friendly and that every update can be reflected to the dashboard. We don't have to create our own reports

Nackdelar:

Data import could be improved especially bulk imports

Övervägda alternativ: Salesforce Sales Cloud

Anledningar att byta till monday CRM: We can relate it to our internal monday.com work management and we can easily switch when needed

Kory
Kory
Sales Manager i USA
Verifierad LinkedIn-användare
Marknadsföring och reklam, 11‒50 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Monday.com is a Great Tool for Several Needs

5,0 för 4 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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

Övervägda alternativ: Trello

Anledningar att byta till monday CRM: Price, functionality and the User Interface (UI)

Caitlin
Reservations Manager i USA
Fritid, resor och turism, 2‒10 anställda
Har använt programvaran för: 1 + år
Recensentens källa

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

4,0 för 3 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Övervägda alternativ: Trello

Anledningar att byta till 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.

Graham
Director i Australien
Flyg och rymd, 2‒10 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Monday.com for engineering

4,0 för 2 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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

Övervägda alternativ: Trello och Asana

Anledningar att välja 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,.

Tidigare programvara: Trello

Anledningar att byta till 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,.

Gennaro
Head of Sales i USA
Finansiella tjänster, 51‒200 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Monday.com Review

4,0 för 2 år sedan

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

Fördelar:

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.

Nackdelar:

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.

Pam
Mortgage Loan Officer i USA
Fastighet, 1 001‒5 000 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

This is the professional software you have been looking for!

5,0 för 2 år sedan

Kommentarer: I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com!

Fördelar:

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!

Nackdelar:

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!

Ari
BDR i USA
Informationsteknologi och tjänster, 11‒50 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Super easy to use and customize

5,0 för 2 år sedan

Kommentarer: makes our operations run smoother

Fördelar:

Ease of set up and ease of learning curve

Nackdelar:

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

Övervägda alternativ: Zoho CRM

Anledningar att välja monday CRM: needed something simpler and easier to use and configure

Tidigare programvara: Salesforce Service Cloud

Anledningar att byta till monday CRM: faster set up

Daichi
Business Development Manager i Indonesien
Ledningsrådgivare, 51‒200 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

The solution of our company looking for

5,0 för 2 år sedan

Kommentarer: Since I joined the company in 2019, our sales team worked with the manual system like spreadsheet, etc. We often missed our client agreement due date because there is no platform to manage it with reminder or automation. With Monday.com we can manage our sales work perfectly, we can get a very useful notification of certain task, we can send a client satisfaction survey to our client easily.

Fördelar:

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

Nackdelar:

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

Alana
Grants and Awards Consultant i Australien
Skriva och redigera, 2‒10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

An all in 1 solution for businesses

4,0 för 2 år sedan

Fördelar:

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.

Nackdelar:

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.

Övervägda alternativ: Avaza, Trello och Basecamp

Anledningar att byta till monday CRM: More capability and seemed to be more conclusive

Kim
Organization & Strategy Analyst i USA
Medborgerlig-och social organisation, 2‒10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

My Best Friend

5,0 för 2 år sedan

Kommentarer: 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!!

Fördelar:

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.

Nackdelar:

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!

Michael
Director i Storbritannien
Utbildningsförvaltning, 2‒10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Monday.com USer reveiw

4,0 för 2 år sedan

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

Fördelar:

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

Nackdelar:

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

Övervägda alternativ: Salesforce Service Cloud och Pipedrive

Anledningar att välja monday CRM: The price and ease of use.

Tidigare programvara: HubSpot Marketing Hub

Daniel
Publishing Manager i USA
Ideell organisationsledning, 51‒200 anställda
Har använt programvaran för: 2 + år
Recensentens källa

My life is in Monday.com

5,0 för 2 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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

Keri
Keri
Systems Manager i USA
Verifierad LinkedIn-användare
Marknadsföring och reklam, 2‒10 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Monday.Com simplifies our business and streamlines our communication.

5,0 för 2 år sedan

Kommentarer: 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.

Fördelar:

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.

Nackdelar:

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.

Michael
Head of sales i Sydafrika
Kemikalier, 11‒50 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Monday.com Review

4,0 för 2 år sedan

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

Fördelar:

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

Nackdelar:

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

Övervägda alternativ: Salesforce Sales Cloud

Anledningar att byta till monday CRM: the ease of implementation and use

Matthew
VP of Sales i USA
Detaljhandel, 2‒10 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Keeping on sales team on track!

5,0 för 2 år sedan

Kommentarer: 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!!

Fördelar:

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!!

Nackdelar:

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

Övervägda alternativ: Freshsales

Anledningar att byta till monday CRM: Overall easy of use.

Verifierad recensent
Verifierad LinkedIn-användare
Finansiella tjänster, 51‒200 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

The BEST CRM for anyone that is looking for function and ease of use

5,0 för 4 år sedan

Kommentarer: BESt company. [SENSITIVE CONTENT HIDDEN] was a great sales rep! Really got us a good deal and a good trial run. They work with you, great customer service. Good company good product, Woo hoo! Found one!

Fördelar:

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!

Nackdelar:

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

Dafne
CEO i USA
Ledningsrådgivare, 2‒10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Love Monday!!!

5,0 för 2 år sedan

Fördelar:

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

Nackdelar:

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