17hats vs. monday CRM

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.

Incentivized

I think it's a fantastic tool for a small business or startup. It has many of the same features as other CRMs, and my favorite thing about it are the pre-built Sales Dashboards that generate your forecast, pipeline, deal value, everything you would expect to see when analyzing your sales efforts. I think the parts of it that aren't as scalable are the outbound sales efforts with email. I don't think you can set up drip campaigns or automated workflows through monday the way you can through HubSpot and Salesforce.

Incentivized

• Invoicing
• Creating online questionnaire

Incentivized

• It is very easy to use and logical. Teams and departments can collaborate together to work as one team.
• It is very useful in automating the processes of relevant departments.
• The field names, types, and data you enter can be customized as per your organization's requirements.

Incentivized

• Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.

Incentivized

• I think that it could be more eficient on guiding the sales team to never have a deal without a task programed
• It would be better if it had a direct connection with prospecting tools, such as Apollo.io
• It would be interesting if it had a default board that automated the creation of a project board for services companies

Incentivized

It is the best tool we have found as a small business to be able to track our bookings, tasks and income.

Incentivized

It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.

Incentivized

It is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.

Incentivized

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

Incentivized

When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.

It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.

Incentivized

I only used this for projects, and am unsure of if it's related to monday CRM. But I will say it's the closest I've used. I had a lot of issues with ClickUp crashing and completely not working, and I have rarely had issues with monday, unless the site was down.

Incentivized

• ROI - Saves me time on creating invoices and questionnaires.

Incentivized

• We have saved several customers via the monday CRM Board due to problems within specific departments
• We have been able to keep track of time sensitive projects that others are involved with.
• We have a large presence on the board we use and if we assign someone new to something, all the information is right there.

Incentivized