Opiniones de monday sales CRM

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

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

Being able to customize anything we want. We assign colors to employees so we can see who is falling behind or carrying the majority of the workload. We can see if a certain client has a lot of urgent items and needs more attention. We can share our progress with clients so they can see in real-time what we are working on. We've created a way for Billing to know when it is time to bill for a project b y using the tags feature. The software is simply amazing. I cannot recommend it enough.

I would like a way to sync certain items so they could be on 2 boards at once. I reached out to support about it and they were friendly, helpful, and gave me a great suggestion. It's not exactly what I want, but it absolutely works better than nothing. Seriously, my only complaint is that one tiny feature request.

What I like most is the UI. It's extremely intuitive, gorgeous looking, and promotes a feeling of productivity and ultimate entrepreneurship. Its automation software is also brilliant saving loads of time on many fronts.

The pricing is a little high. I currently pay about $100 for 2 people and would love to see that come down to somewhere in the $30-$50 per month range. Also, the mobile app is a bit redundant in my opinion. I've never found myself going to the app for anything other than to find something on the run.

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.

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.

Since moving to Monday.com it has taken little effort to turn my team into experts in the platform. We are finding new ways everyday to improve the system through the collaboration across the entire team.

There is a few minutes delay between actioning something and it being picked up through an automation or elsewhere in the system.

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.

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.

CRM - we have a huge database of clients, and this has been key in our pipelines for our PR campaigns.

Doing the automations takes time, and can get a bit confusing, but really helps the flow of our work.

I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.

It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.

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.

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.

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.

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!

Basic package is a great value compared to other softwares.
Pretty easy to use once you've mastered the learning curve.
Streamlined and overall great experience on smartphones.
Desktop App is great.

Premium features will cost you and are packaged. For my company only the Gantt feature is something we need from the premium package, however we are forced to pay much more for features we don't need. If we could get that feature as a standalone to my basic package I would give it a 5/5.
Duplicating boards is easy, however it would be great to be able to duplicate without the contents, that way we wouldn't have to delete each input manually.

It helps teams carry out projects that deliver consequences on time no matter they are at the home, office, or on the go. It is easy to use and flexible. It can customize workflows and has robust productivity attributes including dependencies, time tracking, timeline views, automated notifications, and integrations. With Monday.com, you can obtain faster and better results for each project milestone.

It lacks CDN/bandwidth. When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying. Also, the scroll feature is dramatic at some times. Moreover, when spreadsheets are imported, hyperlinks do not always carry over. The "subtasks" lack some features and are a little cumbersome. The interface slows down when boards become larger. It has some limitations in bulk imports and importing from excel.

This software has changed the way our healthcare practice runs. Nothing falls through the cracks, we have a place to store documents, and it's easy to use. This program is fantastic.

The only thing I'm not crazy about is the mobile application. I still have it, and use it, but I wish it was a bit easier to use.