Bigin by Zoho CRM vs monday.com

It is great when you have a lot of clients and names to track. It is very easy to update and manage as well as it is great that others can see your notes. It is less appropriate for doing large blasts as it isn't as user-friendly for that. Also tracking each employee's activity is very challenging as a manager it is not very easy to see exactly what their statistics are.

Project management is much simpler and allows you to have greater control over each resource, both human, financial, and technological. This also allows you to have greater control over budgets. The graphics and panels it offers, in addition to the overview, are the perfect tool to stay organized.

• Easy to use and operate as there are not "23 million" options, but still powerful.
• Integrates with other Zoho products like Zoho Social, Campaigns and Forms.
• Allows deals pipelines with fully customisable stages.

• Team Organization/Accountability - Can see what everyone has on their plate, where they are at with a project, and add new projects when necessary.
• Highly customizable workspaces - There are table items for EVERYTHING. Status updates, URLs, Due dates, Hour of the day, text fields, number fields, user tagging, and so much more. You can organize or track ANYTHING in any way that makes sense to you.
• Automations - Can create automations to remind people of tasks (in program and through integrations with other software such as Slack), can automatically make tasks populate, and endless other configurations and dependencies.

• It is quite easy for a new user, no training is required you are always ready to go with it.
• The dashboard needs a bit of improvement and the user interface needs to be more user friendly.

• Being able to prevent users from being able to easily change job request templates would be a big help.
• I would like the default listing of completed items in descending order of date. That would make it easier for reporting to be able to glimpse a given week or month and count the number of items completed vs. having to scroll to the bottom of the list. I change the setting constantly, but it seems to revert back to the oldest items on top.

It solves all our needs the exact way we imagined it. coming across monday gave us the feeling that we designed the program ourselves to work for the use cases we had in mind.

A solid 8 from my perspective, a tool all small businesses should try out before venturing into the world of larger CRM solutions as this gives you the best entry point into the CRM solution world with ideas about all the modules that are required the most. It can be made a bit more intermediate user friendly by adding a bit more mass approach style features

It sparks joy from the inner geek and master organizer in me. I've tried so many other tools that had a steep learning curve and seem like more work to manage than they were worth. monday.com has a great user interface, it's highly customizable and can be set up in minutes. They also have great resources if you need a bit more help. If you think it can do it, it probably does. Don't be afraid to play.

Bigin by Zoho CRM has a 24 hours help desk, with well informed professionals, and they constantly listen and solve what ails the users. More so, often, new releases in the form of documentations regarding the software updates are made and revealed, making the beginners learn. The dashboard of Bigin is very basic, with well set operational features and by simply clicking any of them, the results are instantly revealed.

Using monday.com, I've been blown away by the quality of customer service I've received. The only way I can think of is to have a different support person respond to a follow-up inquiry if you require more information. To avoid feeling as though a new person has joined a conversation, it would be wonderful to be able to converse with the same person again and over again.

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.

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.

Bullhorn was a much better platform that Zoho, but Zoho is more affordable. Salesforce was very complicated, but Bullhorn was amazing at customization, specific full cycle tracking, as well as it was an all in one so you could do the recruiting cycle, sales cycle, billing and HR functions all in one whereas with Zoho they don't talk to each other and you have to have a different system for each process so it isn't all-in-one and accessible like other programs.

We used an excel spreadsheet to track our month end close process previously which created a lot of issues around only one person being able to be in the checklist at any given time. Additionally, we were unable to have excel notify us when a task we need to have completed was done, but Monday.com has completely changed that for us!

• The lead conversion right from prospects to revenue generation has increased in our organization.
• Previously the conversion rate was around 40%, now the efficiency has increased.

• Positive - Good for basic organization of projects
• Positive - Good for tracking who is working on a project
• Negative - Layout and arrangement of buttons and tolls for update a bit confusing
• Negative - Quick acquisition of information not intuitive