monday CRM

Monday.com is a Great Tool for Several Needs

Comments: 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.

Pros:

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.

Cons:

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

Alternatives Considered: Trello

Reasons for Switching to monday CRM: Price, functionality and the User Interface (UI)

Super customizable with powerful features

Comments: Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.

Pros:

I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.

Cons:

The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.

Alternatives Considered: Asana

Reasons for Choosing monday CRM: Monday.com does everything Pipedrive can do and a whole lot more.

Switched From: Pipedrive

Reasons for Switching to monday CRM: Asana lacks the customizability that Monday.com has and its more narrowly focused on team collaboration. I can do so much more with Monday.com.

It feels like a CRM but it doesn't behave like one

Comments: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.

Pros:

I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.

Cons:

It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.

Alternatives Considered: Zoho CRM and HubSpot CRM

Reasons for Switching to monday CRM: We loved the designs and easy ways to communicate and collaborate work together.

Nothing Really Like Monday.com

Comments: 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.

Pros:

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.

Cons:

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!

Alternatives Considered: HubSpot CRM

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

Switched From: HubSpot CRM

Monday for Cybersecurity Oriented System Integrator

Comments: 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

Pros:

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.

Cons:

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 )