Likelihood to Recommend In Real Estate sales and property management, Dotloop will be your best friend. When you need clients or tenants to sign a lease or a contract, sending through dotloop is extremely easygoing and keeps everything organized pertaining to what you name the loop. I think I speak for my whole office when I say that without dotloop, our lives would be a disorderly mess, and we would find ourselves losing papers and becoming confused. Dotloop really helps our office like no other and has great support along the way!
Read full review Here, I will suggest that it is best to create employees, clients, or project reports. Easy to track with the dashboards. I did many integrations and developments. I can not list each of them here. I will say the best tool for management. I couldn't see criteria of unsuitable. But yes It will depend on the client's requirements. I will suggest it as very user-friendly tool for CEOs, CTOs, Managers, and company owners also for team.
Read full review Pros Dotloop has a great user interface. The features that seem small but are a huge help such as automatically scrolling to where the person needs to review and sign is very creative. It has been great to be able to pull documents from the app on a mobile device to a web browser on a desktop. It is very easy to organize documents (add, remove, arrange, edit, etc.) Read full review Set stages for each task and assign people to those stages to move projects along Set up automated tasks to get assigned to people and to send out notifications to Slack as well as emails to contractors to work on a project Create multiple boards for projects and the ability to review tasks by date to make sure no project slips through the cracks Read full review Cons The viewing could be a bit more user friendly when opening from different types of devices. It would be nice if there was an alert that clients don't need to try to login when opening a document since they don't have an account. Read full review Ensuring I have set up a Private board vs public board is not clear - it would be useful to have an additional alert when creating a board as I work with sensitive information. It will eventually be used in a team based environment but while I test the boards, they needs to be private. Time tracking is clumsy, could be easier to record Read full review Likelihood to Renew Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
Read full review Usability While the admin and setup involve a learning curve, the ease of use for clients, even for complete novices to online document signing, makes Dotloop perfect as far as usability goes. We almost never have issues with clients signing documents or issues with lost/misplaced documents. It is made for people who have never signed an online document before.
Read full review It's straightforward to use and simple to understand. They have tutorials on different elements of the system that you can learn. The workflow there is very intuitive, drag and drop, which doesn't require a learning curve for most people. Templates that also make things more accessible can be found.
Read full review Reliability and Availability There have only been 2 instances in the past year where monday.com was down.
Read full review Performance Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
Read full review Support Rating Whenever I have any issues with a loop or a document or signatures disappearing, I'm able to reach out to Dotloop and they answer promptly and appropriately. They've always been able to help me with whatever issues I have, in a timely fashion.
Read full review monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
Read full review Online Training To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
Read full review Implementation Rating We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
Joseph Madere Learning Management System Analyst -- CornerstoneOnDemand
Read full review Alternatives Considered I personally feel that Dotloop is much more organized and easier to use. It feels more efficient to use and I have noticed the majority of the people I work with are more aware of Dotloop and trust it more
Read full review We have converted using spreadsheets over to Monday and so far everything is going well. Things are more organized and you don't have to worry about bookmarking a bunch of Excel pages. Everything is in one place and easy to access for the whole team.
Read full review Scalability For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
Read full review Return on Investment Great at allowing our management to see what is going on within the office Great at quality and compliance with the submit for review function Read full review >25% of our org is using monday.com to build Boards & projects. Only 5% used our prior Work Management System. 100% of project communication is kept within monday.com. Which means we don't have to search Slack, Email, or other places to find a message. 100% of our project files are kept or linked with monday.com. So, we don't have to find missing files in other locations. monday.com integrates with Salesforce, so we don't have to manually duplicate data 3rd-Party solutions are linking to our monday.com data and producing reports as humans read reports. Read full review ScreenShots