Opiniones de monday CRM

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

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

It gave us a central location for sales/marketing and operations data and the tools to visualize results.

It's been fantastic overall. I actually use it for accounting as well and tracking income/expenses and that's been fantastic. I made myself a deal pipeline as well which has really kept things on track and organized. I've really loved this software and am likely to recommend it to friends.

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.

We needed a central place for all of our leads to be. This has made follow up with leads, potential clients, and even keeping track of our onboarding process so easy,

This platform is allowing collaboration across the different internal disciplines and ensuring people are using the system. With the quick response from Monday.com support we are able to get issues resolved very quickly

I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com!

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!

Love the interface and the user-friendly board. We can basically create any type of board we need to fit our vision of expansion inside our company.

Overall a highly positive experience.

I would highly recommend this product to start-ups or small company building their client base. The dashboards are completely customizable. You can create teams to manage clients and work within the system to communicate as well as assign tasks/follow-ups. The email feature is also a HUGE time saver and you can set reminders for yourself to ensure you stay on track. The reporting is also very easy to set up and share with your teams or clients. I have used other CRM'sin the past and this one is by FAR the easiest to set up and manage as a small business.

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.

We desperately needed an easy to use, easy to update project management tool in our App Development company. The Sales Dept. would get calls from clients asking, "how's our app coming," and they had to e-mail the Tech Dept, wait for a response and then call the Customer back. Now, the Sales Dept. can see exactly what stage of Development the client's app or website is in and tell the customer right then and there. No wasted time e-mailing or returning phone calls.
Also, the Tech Dept. can see what the Sales Dept. has in the pipeline so they can predict what's coming in.

It has also helped us streamline processes for each Dept. The whole entire sales process can be mapped out with every step start to finish, with the final step being customer survey sent. You never forget to do any step any more! You can also customize your responses for each step along the way such as "Done" or "In Progress" or "Waiting For Client", etc.

The customer service with monday.com is excellent. That's a big deal to me. I don't want to hunt and peck around the internet trying to find chat groups or how to contact support. When you ask a question you get a response within a short period of time.

The software is pretty intuitive but there are support tools to learn tips and tricks.

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.

Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.

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.

Our law firm did not have a functional CRM, and it was a complete nightmare. I tried everything from Google Sheets, to OneNote, to HubSpot, and none of them worked. They weren't customizable, the customer service wasn't helpful, and they all utilize a one size fits all approach. Monday.com has played a true part in growing our business, as we're less focused on scrambling to ensure we haven't let anything slip past us in terms of follow ups with clients, project management, billing tracking, document storage, and more. This program works great for trying to keep track of multiple clients and follow up, keeping everyone on the same page, and enabling your contact storage and document storage all in one place. This program has sincerely saved MY life, and my colleagues talk about how thankful they are for this as well, after working at multiple large companies and never finding a program that works as well as this. Thank goodness for Monday.com!

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.