Opiniones de monday CRM

Para la gestión de contactos y un buen seguimiento, es una opción realmente interesante

Comentarios: Se trata de un CRM realmente interesante para empresas de diferentes tamaños y sectores para automatizar y mejorar sus procesos de ventas y marketing, mejorar la eficiencia de sus equipos de ventas, aumentar la productividad y mejorar la colaboración entre equipos. Con algunas funcionalidades mejorables en aspectos como marketing y ventas

Puntos a favor:

La interfaz es realmente intuitiva y muy personalizable, además puede integrarse con otras herramientas con mucha facilidad

Contras:

Para el tema marketing, las funcionalidados son demasiado limitadas, deberían trabajar más en este campo!!

A total success in sales management.

Comentarios: I really like it, I was able to connect my Gmail account without problems and manage all my emails directly from the platform.

Puntos a favor:

I really like the task assignment function, it was also very useful to be able to organize and distribute pending tasks within my team.

Contras:

Well, the truth is, I would have liked to have the ability to generate customizable reports and obtain more detailed statistics about my sales and activities.

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.

Contras:

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.

It could be great if email tracking was a reliable feature

Puntos a favor:

That it's part of Monday so it easier for the entire team to use it.

Contras:

Since I've start using the Monday's CRM a few month ago my overall experience was very disappointing and frustrating. Since the email tracking doesn't work constantly it's not reliable, and makes me do a lot of manual work instead. E

Would recommend to manage everything

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

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.

Contras:

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.

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.

Contras:

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.

Outstanding CRM/PM tool for matrix organisations

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

Puntos a favor:

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

Contras:

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

Decent Product!

Comentarios: Overall, very pleasant and positive experience.

Puntos a favor:

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

Contras:

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

Monday Sales CRM hits all the marks

Comentarios: Customer service was solid and the product is intuitive, useful and very affordable.

Puntos a favor:

Monday Sales CRM is customizable, so that the user can create automated workflow that is adaptable to their needs and it can grow and change as the user's company's needs change. It was also among the least expensive/best value CRMs that I looked at.

Contras:

The customizable features are a double edged sword, because while they are great, there is quite a bit of time and program knowledge that needs to be acquired in order to properly implement it.

Best one to have for a business analyst

Puntos a favor:

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

Contras:

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

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.

Contras:

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

Monday, the best tool you don't know about.

Comentarios: The power of this tools has allowed us to scale by keeping our growing team all moving in the same direction. We have taken Traction's Level 10 and build a version of their meeting format for our company. We then built a Now -3, Next-5, Later board for our project clients.

Puntos a favor:

The automation and how we can take items from other boards and fit them all onto one board. Then when you or the client updates information it syncs across the boards. We use this for our Level 10 meetings and NNL to keep the team all moving in the same direction.

Contras:

Cannot single out a row, we can only single out a column. Cannot do a lookup function i.e. go find this word and pull the data from this row.

Love how customizable Monday is!

Comentarios: It has been so helpful, especially as we are building our team. When it was just two of us, it worked well but now that there are three of us, it's crucial that we have it!

Puntos a favor:

It's easy to use and it actually works for us! There are so many products that have maybe one or two features we need but it wasn't until Monday that we could get everything we need in one place.

Contras:

Honestly, it's just that it can get a little overwhelming because there are SO many things you can do. I want to spend so much more time customizing and optimizing it but I feel like that venture will never end.

Great CRM software

Comentarios: 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.

Puntos a favor:

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

Contras:

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.

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

Puntos a favor:

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.

Contras:

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.

Customer management tool

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

Puntos a favor:

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

Contras:

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

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.

Contras:

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

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.

Contras:

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.

Does the thinking for you!

Comentarios: We continue to love our choice to manage all of our workflows on Monday. We've reduced the times that we've said "I sent you an email about that, let me find it" to practically zero. We have "delegated" tiny reminders and handoffs to the Monday.com automations, reducing human oversight. And we love the confetti when a status changes to "done."

Puntos a favor:

The frameworks the Monday.com offers for CRM, and for pretty much every other business function, are really the visual representation of best practices. Our small team finds that we are able to capture core processes easily, and just as often we learn how to really map out our action plans using the wisdom already baked in to the templates!

Contras:

There's very little that our team doesn't like. One thing that we're still learning how to use is differentiating how to sort by company or by contact.

Affordable, All-in-One Tracking for a Small Staffing Business

Puntos a favor:

I researched similar products and chose to implement Monday.com for three main reasons: First, it offers a wide range of templates which provide useful starting points for my minor customizations. Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these. At a glance, the colors show me where my project is at any given time!

Contras:

I've only really scratched the surface of the full power of Monday.com. I'm able to start using it for Customer Resource Management and I'm looking forward to seeing how it performs with sales pipelines and forecasting. In short, everything I've used to support my business workflow has been right on target!

My Best Friend

Comentarios: 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!!

Puntos a favor:

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.

Contras:

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!

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!

Contras:

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

Keeping on sales team on track!

Comentarios: 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!!

Puntos a favor:

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!!

Contras:

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

My life is in Monday.com

Comentarios: 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.

Puntos a favor:

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.

Contras:

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