Demandforce vs. monday CRM

We use Demandforce to reach out to 'old' customers. If they have not had an invoice generated in X number of days/weeks/months/years, we can create a custom campaign via email/text to reach out to them and attempt to re-engage with those customers to generate new 'existing business' or entirely new leads for our Sales team to run.

Incentivized

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

• Aesthetics has been updated in last few months for organization and is easier to see: colors, grid lines on front page, and font style.
• Allowing our office to include specific items in reminder appointment emails allows personalization to make confirming appointments easier.
• Allowing patients to write reviews allows us to know what the office is doing well and what we can improve on.

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

• Flexibility in Design!
• Overall Look & Feel of Templates (look at what Squarespace is doing, it is possible!)
• Usability (it's a bit clunky)

Incentivized

• 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

We are constantly being contacted by comparable organizations. If Mindbody Online integrated a feature like Demandforce, we'd move over there to keep everything in one platform.

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 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

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 do not have any alternative products to compare this service too. It was in place when I came aboard this company and I have no say in its continuation or replacement. As from what I can gather, there are many alternatives to this platform, but Demandforce is the only one I am aware of that runs in your system tray and is passively ran in conjunction with your accounting database.

Incentivized

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

• It's taken a lot of the reporting and guesswork out of the equation. That has saved us a lot of money.

Incentivized

• 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.

Incentivized