Coevera vs. monday CRM

Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.

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.

Incentivized

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Clear and easy visualisation of Sales Process
• Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
• Reporting into pivot table is also easy and very useful
• Mobile app has always been very good and easy to use since 2015

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.

• 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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

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

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
• The visual tools allow those "no good deals" to be spotted and resource usage limited.
• A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.

• The visibility of connected boards means that fewer people can manage them
• AI is helping to automate operations through AI agents, and this allows me to reallocate personnel to other functions
• Automation, whether through workflow or AI, helps in up to 72% of operations and the relocation of personnel to other areas
• A visibilidade dos quadros conectados fazendo com que menos pessoas posam efetuar a gestão
• A IA ajudando a automomatizar as operaçoes atraves dos IA Agentes e com isso posso descolocar pessoal para outra função
• As automatizaçoes tanto por workFlow como por IA ajudam em ate 72% na operação e deslocamento de pessoal para outra area

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info