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Om monday CRM

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

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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
4,5

Sannolikhet att rekommendera

8,9/ 10

monday CRM har ett totalt betyg på 4,7 av 5 stjärnor baserat på 402 användarrecensioner på Capterra.

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Filtrera recensioner (402)

Ava
Ava
Staff Software Engineer i Indien
Verifierad LinkedIn-användare
Programutveckling, 51‒200 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

Efficient contact tracking

5,0 för 4 månader sedan

Kommentarer: Monday CRM is easy to use and keeps client relationships organized, though the cost can be a hurdle for smaller teams.

Fördelar:

Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines.

Nackdelar:

The pricing is a bit high, especially if you need access to advanced tools, which can be challenging for small teams.

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 3 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.

bakka
invetory officer i Uganda
Byggnadsmaterial, 501‒1 000 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Great experince with in a min time

2,0 för 5 månader sedan

Fördelar:

Workflow features was the main reason why i purchased this software but it didnot move on well for the time i used the software.

Nackdelar:

I wish they could refund me the subscription that i wasted while using this software.

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 4 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!

Robin
Robin
Founder, Consultant i Kanada
Verifierad LinkedIn-användare
Personal & rekrytering, 2‒10 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Very happy with Monday.com

4,0 för 3 år sedan

Kommentarer: This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!

Fördelar:

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

Nackdelar:

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.

Övervägda alternativ: Asana och HubSpot CRM

Anledningar att byta till monday CRM: Familiarity, cost, aesthetics of the interface

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 3 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.

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 3 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.

Melissa
Assistant General Counsel i USA
Sjukhus och hälsovård, 201‒500 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Decent Product!

5,0 för 5 månader sedan

Kommentarer: Overall, very pleasant and positive experience.

Fördelar:

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

Nackdelar:

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

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 10 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

Nikita
Nikita
Marketing Manager CRM i Tyskland
Verifierad LinkedIn-användare
Maskineri, 11‒50 anställda
Har använt programvaran för: Gratis provperiod
Recensentens källa

Great Contact and Lead solution for small businesses

5,0 för 8 månader sedan

Fördelar:

Easy to deploy and setup sales teams and privileges. Analytics are already available at all times.

Nackdelar:

Sometimes system felt lagging but improved after time. Some analytics are hard to use. APIs needed finetuning.

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 3 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!

Seejal
Sr Systems Engineer i Nederländerna
Bioteknologi, 10 000+ anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

Best one to have for a business analyst

4,0 för 12 månader sedan

Fördelar:

Ease of use. Quick resolution from support team. Loads of features.

Nackdelar:

Pricing is on the higher side. Duplicate data are a concern.

Bryan
Manager i USA
Försäkring, 201‒500 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Great CRM software

5,0 i fjol

Kommentarer: Great one, I like this better, better cost, easier for the things we wanted we don't miss the things that it doesn't do.

Fördelar:

Coming from Salesforce this is as big step in the right direction. East to learn, use and navigate.

Nackdelar:

Learning something new is always difficult, but with time patience and a few online tutorials its not that bad once you get the hang of it.

Yoraima
Yoraima
Sales executive i USA
Verifierad LinkedIn-användare
Kundservice, 2‒10 anställda
Har använt programvaran för: Gratis provperiod
Recensentens källa

A successful experience for my business.

5,0 i fjol

Kommentarer: I think it's great because it has extensive documentation and support resources, which has been of great help to me to resolve any questions or problems that may arise.

Fördelar:

It's great because it doesn't matter if it's an email conversation, a meeting or a note taken I can access everything in one window.

Nackdelar:

Well, I have experienced some failures or delays in the synchronization of emails or the import of contacts, although it is not a serious problem.

Mory
Mory
Business Analyst i Guinea
Verifierad LinkedIn-användare
Marknadsföring och reklam, 2‒10 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

Customer management tool

4,0 för 2 år sedan

Kommentarer: All in all, it is a very good software to manage its customers

Fördelar:

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

Nackdelar:

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

Mamoudou
Mamoudou
Accountant i Guinea
Verifierad LinkedIn-användare
Bokföring, 2‒10 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

Accounting software to better manage customers

4,0 för 2 år sedan

Kommentarer: Overall it is a good software in accounting

Fördelar:

The software is effective in maintaining a good relationship with customers

Nackdelar:

The features are limited on the trial version, and it prevents having more information about the software

Coralie
Creative Director i Australien
Design, Egenföretagare
Har använt programvaran för: 1-5 månader
Recensentens källa

Amazing OS + amazing company

5,0 för 3 år sedan

Kommentarer: I genuinely love it and I am excited to see how I will continue to grow and expand my boards and automations once I have a team. I also just love Monday as a company, I follow the Instagram page and it's great to see such fresh and different content/ads/campaigns. Also love how much you have done for the Ukraine crisis. The other thing is the customer service is incredible, I could not believe it when the person emailed me back with a personal Loom video to explain my issue and try to resolve it. They are amazing and don't make me feel stupid/bad about what I'm asking. They all need a raise :)

Fördelar:

I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.

Nackdelar:

It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.

Marc
Marc
Chief Relationship Architect i USA
Verifierad LinkedIn-användare
Marknadsföring och reklam, 2‒10 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

A bit of patience and focus Monday.com will transform your work life!

5,0 för 4 år sedan

Kommentarer: Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.

Fördelar:

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

Nackdelar:

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.

Ashley
Sales Associate i USA
Detaljhandel, 2‒10 anställda
Har använt programvaran för: 1-5 månader
Recensentens källa

Monday changed my job and made life so much better

5,0 för 3 år sedan

Kommentarer: Overall Monday has been the best thing incorporated in my job since I have worked here for 3 years. It has made work flows so much better and saves time not keeping up with paperwork.

Fördelar:

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

Nackdelar:

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

Mike
busniess Development manager i Storbritannien
Elektrisk / elektronisk tillverkning, 11‒50 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

The only CRM tool you will ever need

5,0 för 3 år sedan

Kommentarer: It just saves time, everything in one place, ease of use and is easy to set up.

Fördelar:

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

Nackdelar:

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

Emerald
Founder i USA
Vd-kontor, 11‒50 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Monday Rocks as a Sales CRM

5,0 för 3 år sedan

Fördelar:

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.

Nackdelar:

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.

Joel
Project Manager i USA
Marknadsundersökning, 2‒10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Simple and easy

4,0 för 3 år sedan

Fördelar:

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

Nackdelar:

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.

Sean
CDO i USA
Konstruktion, 51‒200 anställda
Har använt programvaran för: 1 + år
Recensentens källa

The Most Adaptable and Scalable CRM

4,0 för 3 år sedan

Kommentarer: Our overall experience has been positive from the sales team to the support team.

Fördelar:

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

Nackdelar:

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.

Övervägda alternativ: Salesforce Service Cloud

Anledningar att välja monday CRM: The ability to code our own customizations.

Tidigare programvara: Salesforce Sales Cloud

Anledningar att byta till monday CRM: Low code customization features.

Molly
Bicycle Valet Manager i Kanada
Miljötjänster, 2‒10 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Monday CRM Streamlines Everything

5,0 för 3 år sedan

Fördelar:

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.

Nackdelar:

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!

Tom
CEO i Storbritannien
Ledningsrådgivare, 11‒50 anställda
Har använt programvaran för: 1 + år
Recensentens källa

An essential member of our team

5,0 för 3 år sedan

Fördelar:

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

Nackdelar:

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

Övervägda alternativ: Asana

Tidigare programvara: Airtable