BlueMind vs. monday CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BlueMind
Score 10.0 out of 10
N/A
BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy…
$19.99
per user/per month
monday CRM
Score 8.2 out of 10
N/A
monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.
$45
per month 3 seats (minimum)
Pricing
BlueMindmonday CRM
Editions & Modules
Beginner
$19.99
per user/per month
Advanced
$49.99
per user/per month
Enterprise
Please Contact Us
Basic
$15
per month per seat
Standard
$20
per month per seat
Pro
$33
per month per seat
Ultimate
Contact Sales
Offerings
Pricing Offerings
BlueMindmonday CRM
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalOptional
Additional DetailsThere is an additional 25%+ discount for annual licensingPlans start with 3 seats. Yearly save 33%
More Pricing Information
Community Pulse
BlueMindmonday CRM
Features
BlueMindmonday CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
BlueMind
-
Ratings
monday CRM
7.4
78 Ratings
6% below category average
Customer data management / contact management00 Ratings8.070 Ratings
Workflow management00 Ratings8.475 Ratings
Territory management00 Ratings6.641 Ratings
Opportunity management00 Ratings7.468 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.462 Ratings
Contract management00 Ratings6.851 Ratings
Interaction tracking00 Ratings7.456 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
BlueMind
-
Ratings
monday CRM
7.2
57 Ratings
7% below category average
Lead management00 Ratings7.257 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
BlueMind
-
Ratings
monday CRM
7.8
74 Ratings
1% above category average
Task management00 Ratings8.372 Ratings
Billing and invoicing management00 Ratings7.449 Ratings
Reporting00 Ratings7.863 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
BlueMind
-
Ratings
monday CRM
7.3
71 Ratings
5% below category average
Forecasting00 Ratings6.658 Ratings
Pipeline visualization00 Ratings7.667 Ratings
Customizable reports00 Ratings7.862 Ratings
Customization
Comparison of Customization features of Product A and Product B
BlueMind
-
Ratings
monday CRM
7.1
71 Ratings
8% below category average
Custom fields00 Ratings7.371 Ratings
Custom objects00 Ratings7.262 Ratings
Scripting environment00 Ratings7.242 Ratings
API for custom integration00 Ratings6.544 Ratings
Security
Comparison of Security features of Product A and Product B
BlueMind
-
Ratings
monday CRM
8.4
65 Ratings
0% below category average
Single sign-on capability00 Ratings8.357 Ratings
Role-based user permissions00 Ratings8.665 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
BlueMind
-
Ratings
monday CRM
8.4
42 Ratings
11% above category average
Marketing automation00 Ratings8.442 Ratings
Platform
Comparison of Platform features of Product A and Product B
BlueMind
-
Ratings
monday CRM
8.2
65 Ratings
8% above category average
Mobile access00 Ratings8.265 Ratings
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BlueMindmonday CRM
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User Ratings
BlueMindmonday CRM
Likelihood to Recommend
6.0
(1 ratings)
8.6
(84 ratings)
Likelihood to Renew
-
(0 ratings)
9.8
(5 ratings)
Usability
-
(0 ratings)
8.6
(82 ratings)
Support Rating
-
(0 ratings)
7.4
(57 ratings)
Implementation Rating
-
(0 ratings)
8.2
(1 ratings)
User Testimonials
BlueMindmonday CRM
Likelihood to Recommend
BlueMind
BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings
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monday.com
Our Integrated/brand marketing and Lifecycle marketing teams find monday CRM to be particularly useful for project management. Integrated marketing uses monday to build out our yearly promotional calendar, which keeps the entire company informed on all the launch and sale details for the year, across both retail and digital channels. The Lifecycle marketing team uses monday CRM to track individual campaign projects, mainly consisting of email asset creation. There are times when monday is not the preferred CRM platform, such as data and analytics tracking, project performance tracking, or scenarios when immediate feedback is required.
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Pros
BlueMind
  • Transparency - compliance
  • Dashboards
  • Client management
Read full review
monday.com
  • 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.
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Cons
BlueMind
  • Automation can be a bit more robust, still requires a bit of fixing to make it work consistently
  • Target estimations are not very deep
  • Dashboards could be more customizable for different use cases.
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monday.com
  • It takes a while to get used to the UX if you are used to Hubspot or another CRM
  • We are still testing mass email functionality, it's a little less intuitive vs Hubspot
  • The quote/invoice forms are not pre-built into the CRM the way they are in Hubspot, so you have to manually set those up. Some might see that as a positive thing because it's more flexible with your respective tech stack, but it required more research on our end to make sure we set it up to flow efficiently.
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Likelihood to Renew
BlueMind
No answers on this topic
monday.com
It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
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Usability
BlueMind
No answers on this topic
monday.com
It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.
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Support Rating
BlueMind
No answers on this topic
monday.com
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.
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Implementation Rating
BlueMind
No answers on this topic
monday.com
It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
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Alternatives Considered
BlueMind
BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.
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monday.com
Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office.
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Return on Investment
BlueMind
  • Much more functional than a traditional database
  • Dashboards provides a great single-source information for reporting
  • Client management ensures stakeholders are connected
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monday.com
  • I feel since we integrated to monday CRM, that the speed of our invoicing rate has increased, due to the easier navigation monday CRM provides.
  • Communication with other peers & departments has become easier to reach out since we all share this platform and able to tag the needed person.
  • We are also able to view and give reports easier to our VP's/ higher up, providing visibility and graphs of our trending sales numbers categorized by each store with different sales type.
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ScreenShots

monday CRM Screenshots

Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.Screenshot of Sales Analytics - Used to build dashboards in real time with no development help, to gain insights into where deals stand, expected revenue, team performance, etc.Screenshot of Automations - Automates sales processes including automatic assignment of leads to reps, reminders for upcoming activities,  and notifications when a lead opens an email.Screenshot of Email Capabilities - Automatically logs sent emails, keeps track of interactions, and enables mass emails with personalized email templates.Screenshot of Activities Logging & Tracking - Displays all past and upcoming sales activities in one organized timeline.Screenshot of Post-sales Management - To help users build lasting customer relationships once the deal is done or stay on top of client projects, with collection tracking.