monday CRM

Efficient contact tracking

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

Pros:

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

Cons:

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

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

Comments: 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.

Pros:

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.

Cons:

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.

Great experince with in a min time

Pros:

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

Cons:

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

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

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: Salesforce Sales Cloud and Asana

Reasons for Switching to 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.

Would recommend to manage everything

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: Workzone, Trello and ClickUp

Reasons for Switching to monday CRM: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!