Opiniones de monday sales CRM

Monday.com is a Great Tool for Several Needs

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

Alternativas consideradas: Trello

Razones para cambiar a monday sales CRM: Price, functionality and the User Interface (UI)

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Alternativas consideradas: Salesforce Sales Cloud y Asana

Razones para cambiar a 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.

Not sure about Monday

Puntos a favor:

I guess it’s unique and different than other platforms.

Puntos en contra:

Compared to Salesforce, I believe that Monday isn’t as complete operationally.

User friendly CRM and Project Management Tool

Puntos a favor:

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

Puntos en contra:

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

Alternativas consideradas: Salesforce Sales Cloud

Razones para elegir monday sales CRM: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Software anterior: Procore

Razones para cambiar a 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.

Monday is great for Real Estate CRM

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

Puntos a favor:

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

Puntos en contra:

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.

Very happy with Monday.com

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

Puntos a favor:

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

Puntos en contra:

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.

Alternativas consideradas: Asana y HubSpot CRM

Razones para cambiar a monday sales CRM: Familiarity, cost, aesthetics of the interface

The best CRM

Comentarios: It user-friendly interface and robust feature set makes it a useful sales CRM tool for small and medium-sized businesses

Puntos a favor:

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

Puntos en contra:

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

Boost your sales with Monday

Comentarios: If you are a top salesman this is the one of perfect CRM software for you.

Puntos a favor:

Monday Sales CRM helps me to manage leads, customer relationships. I was able to close deals easily by using the features of the software.

Puntos en contra:

It took me few days to get familiar with Monday sales CRM but it was worth.

Best alternative CRM out there!

Puntos a favor:

CRM that you can customize especially the reports

Puntos en contra:

There are features that still could be added like a call feature

A fantastic sales CRM tool

Comentarios: a fantastic project management tool with numerous applications outside of typical project management

Puntos a favor:

When we are pinged on a message, we receive alerts.Displays real-time data visualizations across departments and the company.Allow for updated information as well as thorough opportunity information.

Puntos en contra:

Would like to be able to text from the desktop, as you do with the mobile app.Continue to add more dashboard widgets to offer an even better insight.All board members are unable to copy workspaces.

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Alternativas consideradas: Trello

Razones para cambiar a monday sales 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.

Monday.com for engineering

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

Alternativas consideradas: Trello y Asana

Razones para elegir monday sales CRM: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Software anterior: Trello

Razones para cambiar a monday sales CRM: Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Monday.com Review

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

Puntos a favor:

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.

Puntos en contra:

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.

So Convenient

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

Puntos a favor:

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.

Puntos en contra:

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

Great for organization, deadlines, and execution of projects

Comentarios: Terrific. Seemless, and so helpful.

Puntos a favor:

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

Puntos en contra:

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

Alternativas consideradas: Asana

Razones para elegir monday sales CRM: We didn't have enough organization and automation.

Software anterior: Google Sheets

Razones para cambiar a monday sales CRM: The interface.

Super easy to use and customize

Comentarios: makes our operations run smoother

Puntos a favor:

Ease of set up and ease of learning curve

Puntos en contra:

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

Alternativas consideradas: Zoho CRM

Razones para elegir monday sales CRM: needed something simpler and easier to use and configure

Software anterior: Salesforce Service Cloud

Razones para cambiar a monday sales CRM: faster set up

The solution of our company looking for

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

Monday.com USer reveiw

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

Puntos a favor:

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

Puntos en contra:

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

Alternativas consideradas: Salesforce Service Cloud y Pipedrive

Razones para elegir monday sales CRM: The price and ease of use.

Software anterior: HubSpot Marketing Hub

Super efficient software, really easy to use.

Comentarios: Our sales team used this before moving over to Freshsales, and they were very pleased with the interface and the price. My legal team also used it for reviewing contracts, and were also very happy. My personal view on Monday.com is the price could be a little lower to fit in with our ITU budget, however this doesn't lack on quality and certainly not on usability.

Puntos a favor:

NOTE: We have since moved over to Freshsales as it fitted in more with the rest of our products. Monday is absolutely amazing. It could be easier to use, however what it offers for free is absolutely perfect for small-to-medium businesses and teams. I would highly recommend taking a look at Monday's use cases (available at monday.com/s/software-uses) which can help you understand how their software can benefit your business. I personally really like Monday's ability to pick a template depending on what you'll be using it for, such as recruitment or sales leads. It is also really customisable and flexible depending on how many people will be using it. They also have an app and lots of integrations, enabling maximum use wherever you are.

Puntos en contra:

Setting up Monday can get a bit tiring, although you won't regret it once it's fully setup. I believe a better pricing structure would not depend on the number of users so broadly. The basic plan with 5 users in your team costs £22 per month, but luckily they do offer a trial which can help you get a better feeling.

Monday.Com simplifies our business and streamlines our communication.

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Solid CRM with other capabilities

Puntos a favor:

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.

Puntos en contra:

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.

Alternativas consideradas: Asana

Project management tool.

Comentarios: It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers. In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers. The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements. it automates the repetitive work within seconds and helps you to stay focused on what matters and avoids human error. It helps you to keep track of consumers at all stages of the sales process.

Puntos a favor:

It helps teams carry out projects that deliver consequences on time no matter they are at the home, office, or on the go. It is easy to use and flexible. It can customize workflows and has robust productivity attributes including dependencies, time tracking, timeline views, automated notifications, and integrations. With Monday.com, you can obtain faster and better results for each project milestone.

Puntos en contra:

It lacks CDN/bandwidth. When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying. Also, the scroll feature is dramatic at some times. Moreover, when spreadsheets are imported, hyperlinks do not always carry over. The "subtasks" lack some features and are a little cumbersome. The interface slows down when boards become larger. It has some limitations in bulk imports and importing from excel.

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

Comentarios: 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!

Puntos a favor:

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!

Puntos en contra:

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

Love Monday!!!

Puntos a favor:

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

Puntos en contra:

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

Review of Monday

Comentarios: Switched from Hubspot, love this, really hated hubspot for our use cases

Puntos a favor:

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

Puntos en contra:

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