monday CRM Erfahrungen

monday CRM

4,7 (396)
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4,7 /5
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4,5/5
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4,7/5
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396 Bewertungen

Sam
Sam
Gesamtbewertung
  • Branche: Immobilien
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

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  • Weiterempfehlungsquote 10.0 /10

Monday is great for Real Estate CRM

Bewertet am 2.5.2022

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

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

Vorteile

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

Nachteile

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.

Christina
Gesamtbewertung
  • Branche: Bau
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

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  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

So Convenient

Bewertet am 3.12.2021

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

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

Vorteile

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.

Nachteile

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

Edward
Gesamtbewertung
  • Branche: Essen & Trinken
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

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  • Bedienkomfort
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  • Weiterempfehlungsquote 7.0 /10

Edward Martin - Taylor Mammon

Bewertet am 19.4.2022

tedious but effective at reminding me to contact clients, more context to my calls would be ideal.

tedious but effective at reminding me to contact clients, more context to my calls would be ideal.

Vorteile

Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great.

Nachteile

the application can be slow sometimes, having multiple boards open at the same time would be key

Antwort von monday.com

Hi there. Thanks so much for taking time to leave a review and for providing us with your feedback.

Matt
Gesamtbewertung
  • Branche: Umweltdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
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  • Weiterempfehlungsquote 9.0 /10

Nothing Really Like Monday.com

Bewertet am 27.4.2022

I have used Monday with two startups and one enterprise role now and it's basically our business or...

I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.

Vorteile

Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.

Nachteile

The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!

In Betracht gezogene Alternativen

HubSpot CRM

Warum monday CRM gewählt wurde

Hubspot was going to get too expensive, it wasn't a great interface, and we had prior experience with Monday.com.

Zuvor genutzte Software

HubSpot CRM
Stephanie
Gesamtbewertung
  • Branche: Freizeit, Reisen & Tourismus
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

User friendly, great for task management and viewing large quantities of data

Bewertet am 27.4.2022

Vorteile

We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place.

Nachteile

The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not logging. After spending nearly 7 months working with the customer service team and getting no where, we gave up. Unfortunately we can't count on this essential piece and unless they sort out the problems, it may be cause to look for other CRM software in the future as our business continues to grow. Another problem is the software will often freeze or not load. The only solution we've found is to wait till later to try again or sometimes opening a new browser will help. This has caused few major problems but a lot of headaches! The integration with MailChimp is currently pretty pointless for our needs. I wish they gave you other options for what you can do with that integration or let you customize the scenarios.

Robert
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

A Sales CRM that is as bespoke as it can get without paying for a custom system of your own.

Bewertet am 19.4.2022

Overall, I love Monday. I use it every day for my business to manage clients and projects. I have...

Overall, I love Monday. I use it every day for my business to manage clients and projects. I have enjoyed using it so much that it has become a service that I now provide to my customers.

Vorteile

The greatest thing about Monday is that I can map out any process within my business. This has allowed me to delegate tasks out to others but also helps me to keep track of projects and the different stages each one is at.

Monday.com has so many templates to choose from but when it comes to creating your own, it is super easy to do. I prefer to make my own or change existing templates to fit the ways in which we work as a business.

The problem with off-the-shelf software is that every business is different. The problem with creating your own system is that it is very expensive. Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.

Nachteile

The main downside that I see with Monday compared to other CRM systems is viewing client data and storing customers.

Clients/customers are essentially just items on a board, just like every item on any board you create. This means there isn't a client overview or summary page that you can view easily and cleanly that summarises a client and all the data you have about them.

In Betracht gezogene Alternativen

Asana und HubSpot CRM

Gründe für den Wechsel zu monday CRM

I chose the need for workflow and process mapping features over the need to store customer data in ways alternative products do. Being able to mould boards around my internal processes is a huge benefit to streamlining my business.
Gennaro
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Monday.com Review

Bewertet am 19.4.2022

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

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

Vorteile

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.

Nachteile

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.

Caitlin
Gesamtbewertung
  • Branche: Freizeit, Reisen & Tourismus
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

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

Bewertet am 5.1.2021

Helpful for keeping track of customers at all stages of a sale; helpful for tracking follow up...

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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Trello

Gründe für den Wechsel zu 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.
Greg
Greg
Gesamtbewertung
  • Branche: Bau
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 9.0 /10

User friendly CRM and Project Management Tool

Bewertet am 27.4.2022

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum monday CRM gewählt wurde

We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Zuvor genutzte Software

Procore

Gründe für den Wechsel zu 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.
Kory
Kory
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

Monday.com is a Great Tool for Several Needs

Bewertet am 21.2.2020

We are using Monday.com for our internal strategy work. We use Basecamp for project management for...

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.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Trello

Gründe für den Wechsel zu monday CRM

Price, functionality and the User Interface (UI)
Karlo
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Monday for Cybersecurity Oriented System Integrator

Bewertet am 26.4.2022

I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using...

I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using it as Sales CRM, later i moved to another company which has two Models MSSP and Classic Integrator - so i also have integrated Monday.com here, so i have experience in two different companies - both time i was the one who did the call and choose Monday.com

Vorteile

Neutrino is Cybersecurity Oriented System Integrator, which works with MSSP model and also classic Integrator Model, both types of deals are easily created, managed and workflow feels very smooth. Our MSSP SOC team processes are fully integrated in Monday, everything become automatic. tasks and reaction which needed up to 8 minutes, downed to 40 seconds.

Nachteile

So far so good, no major dislikes about product, hope one day cross boarding will be supported ( when data is shared between different boards at one time, and does not affect original data column )

Cristian
Cristian
Gesamtbewertung
  • Branche: Einzelhandel
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Good product, but didn't have the time to fully use it. Very robust.

Bewertet am 20.4.2023

Vorteile

Great software overall, with an intuitive UI and a great level of customization. The automated emails seemed to be a very useful feature, but I didn't get to use them fully. Customer support is really good. Unfortunately, I had to change to HubSpot because my team was used to this one and was complaining about making them change it. Had to listen to them this time.

Nachteile

Nothing to dislike really. I want to give it a second chance, for another project that will come up in the next 2 months, with a new team.

In Betracht gezogene Alternativen

Zoho CRM, ClickUp und HubSpot CRM

Zuvor genutzte Software

HubSpot CRM
Jennifer
Gesamtbewertung
  • Branche: Biotechnologie
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

We used limited functionality in our roles but found the product strong

Bewertet am 28.4.2023

Strong - good product and easy to use

Strong - good product and easy to use

Vorteile

We used mainly project tracking for customer success projects in our roles in the sales team. The dashboard was strong. It could get enormous, but that could be our build. Not the most visually stimulating but definitely got the job done.

Nachteile

Could get a good very crowded on the board - but that could be our build.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Hausmeisterservice
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 6.0 /10

Bom

Bewertet am 5.2.2023

Vorteile

Excellent product, easy to use, very good!

Nachteile

Could improve some bugs, it would be great

Alejandro
Alejandro
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

monday.com is amazing

Bewertet am 3.1.2022

Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our...

Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive. Helps team members quickly analyze the tasks they need to work on, workflows are based on collaboration needs across departments. It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.

Vorteile

This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers.
Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.
-Optimize my daily and weekly team meetings
-Track the completion of the project in real time.
-Collaboration and project management with people outside my company.

Nachteile

I love the web version, but I have problems with the Android application, it is super slow, it does not finish loading the information and when it loads, it uses a lot of data.
Simply put, the smartphone app is not working.

In Betracht gezogene Alternativen

Trello

Gründe für den Wechsel zu monday CRM

Offer more features at a lower price
Cath
Cath
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

How to improve your bottom line with Monday.com

Bewertet am 27.4.2022

Monday.com allowed many of our processes to be automated, created an improved collaborative...

Monday.com allowed many of our processes to be automated, created an improved collaborative approach and ability to easily report on key business risks, revenue , projects and opportunities.

Vorteile

Monday.com is a very easy to use platform with prebuilt templates to help get you started. Once you have your basics sorted, the opportunities to create greater efficiencies in your business are endless.

Nachteile

Email formatting is still on the to do list for improvement with limited options. There are work arounds but looking forward to the editing tools in email being expanded.

Valor
Valor
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 3.0 /10

Great Tools But It's Not The Easiest to Adapt to.

Bewertet am 7.1.2022

Very colorful and my first PM & light CRM (Sales.force being first CRM). Got really excited as it's...

Very colorful and my first PM & light CRM (Sales.force being first CRM). Got really excited as it's got more beautiful ui/ux than sales force BUT it is a very steep learning curve to deploy to users & clients. Took me a while to research and I still can't fully harness Monday for my own use. (I have a tech support background and can barely figure it out. So good luck.) You really need a dedicated Project manager & tech person to train your staff and build out your boards. I've moved on to another PM SaaS that's way easier to use (immediately deployable to myself and all my clients who are technically challenged) does all the light CRM/Content Creation/Event management/Project Management/Workflow/Goals/Todo list.

Vorteile

It's one of the more robust project management tool, I've worked with so far. Monday's Paid Plan really has everything you need, and MORE than you'll ever need if you run a small company or a personal project. Very color and very fun.

Nachteile

The freemium plan is very bare and quickly becomes "working to manage work" rather than making worth and collaboration easier. The pricing model for small business can quickly become burden-some and unsustainable. (What if I want all my staff on there with their login, but some people will only use 1 or 2 times a week based on their role? Nope Full pricing per staff.) So it only works for more office based businesses rather than a more dynamic mixed roles of companies. So as a consulting agency, I can't use deploy it on all my clients and I rather just move away instead of using multitute of same function tools and go through learning curves over and over again.

Jarrod
Gesamtbewertung
  • Branche: Internet
  • Unternehmensgröße: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Must have for tracking Sales Pipeline and Maintenance Plans

Bewertet am 27.4.2022

When my business started experiencing exponential growth, I felt a bit panicked and vulnerable...

When my business started experiencing exponential growth, I felt a bit panicked and vulnerable because I was suddenly inundated with qualified leads that needed proposals turned around quickly. I had heard about Monday.com from some folks who operate businesses similar to mine, (I own and operate a web services firm. We provide website design, development, hosting architecture and maintenance.) When I started reviewing Monday.com the main thing that attracted me was the ease and speed of deployment. After watching a few videos and following the documentation, I was quickly able to create a Sales CRM Pipeline, a Client Requests Board for monitoring the progress of client requests, a Maintenance & Updates workflow board to monitor ongoing website maintenance, as well as project management workflow boards that can be dedicated to each individual website design and development project that is underway.

Vorteile

I really like how I can segregate leads within my sales pipeline by lead source. It is important to me to be able to know which lead and referral sources are helping grow my business and which are not. As well, we provide maintenance service and we are able to use a workflow board that helps us keep track of which clients have or have not received maintenance each week or month, depending on the SLA.

Nachteile

The only thing that I would change would be to have a dedicated integration with Gravity Forms so that I can easily map form fields from my website forms to my sales pipeline. The is a Zapier connection, but it doesn't allow for field mapping, only pushing in complete information for a submission.

Mike
Gesamtbewertung
  • Branche: Elektrische/elektronische Fertigung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The only CRM tool you will ever need

Bewertet am 24.4.2022

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

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

Vorteile

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

Nachteile

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

Emerald
Gesamtbewertung
  • Branche: Vorstandsbüro
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Monday Rocks as a Sales CRM

Bewertet am 19.4.2022

Vorteile

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.

Nachteile

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
Gesamtbewertung
  • Branche: Marktforschung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Simple and easy

Bewertet am 26.4.2022

Vorteile

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

Nachteile

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
Gesamtbewertung
  • Branche: Bau
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

The Most Adaptable and Scalable CRM

Bewertet am 28.4.2022

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

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

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Salesforce Service Cloud und JobNimbus

Warum monday CRM gewählt wurde

The ability to code our own customizations.

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu monday CRM

Low code customization features.
Molly
Gesamtbewertung
  • Branche: Umweltdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Monday CRM Streamlines Everything

Bewertet am 22.4.2022

Vorteile

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.

Nachteile

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
Gesamtbewertung
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

An essential member of our team

Bewertet am 26.4.2022

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Asana

Zuvor genutzte Software

Airtable
Roberto
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Increase efficiency

Bewertet am 19.4.2022

We don't drop the ball anymore. Monday keeps us on-track and carry through on all projects. The...

We don't drop the ball anymore. Monday keeps us on-track and carry through on all projects. The fact that we are so organized makes us close deals and impress prospects, specially in such a disorganized industry as IT.

Vorteile

Easy of use and how flexible it is. All our customers and prospects have different needs and projects.

Nachteile

Some feature could still be improved. However, what matters the most is there.