Likelihood to Recommend I would absolutely recommend EngageBay to any customer looking to switch from
Marketo or
Salesforce that wanted a cheaper solution while still highly effective. Those platforms require hands-on integration consultants and full-time employees that know how to handle those CRMs. This CRM is easy to use for any beginner marketer.
Read full review monday.com has very clear default views that are easy to follow, simple to update and amend. Automations are really easy to set up, but you need a good idea of what you want to do and the order it needs to be done in. The options available on Automations are improving all the time.
Read full review Pros Lead / customer tracking Automated emails Automations Read full review Automation/integrations - Choosing from template automation or creating your own, integrate across platforms. Dashboards - Different views i.e. kanban, gantt chart, tables, forms. All info in one place - Add all of the necessary files for each task inside of Monday; don't need to go looking for ages in different folders on our internal system, add comments, and add assignees to each task—very content-rich way of presenting information. Read full review Cons Landing pages Livechat feature Lead/customer integration Read full review The billing model is awful for small businesses! monday.com makes you feel like they are doing you a favour. You literally pay for seats you don't use. The billing model should be a per seat model! There are too many addons from monday.com and 3rd party vendors that you have to pay for. The value of those addons is debatable are often rebuildable outside of monday.com in a single use spreadsheet (which pay monthly for an addon that you only need to use once in a while?) or organisations are already using something else in their tech stack for that addon. Read full review Likelihood to Renew Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
Read full review Usability EngageBay's incredibly easy to use. I was able to pick up the CRM and start using right away with little issues. Anyone with basic CRM knowledge should be able to get started on EngageBay easy. Their customer service team also makes onboarding very easy and will work with you on any issue.
Read full review The templates are great because it gives you a starting point and then you're able to tailor it to the way YOU want it. I use a lot of trial and error in figuring out how to do certain things, but did learn last week that I'm able to reach out to Monday support and set up a call and they help me with what I'm wanting to accomplish.
Read full review Reliability and Availability There have only been 2 instances in the past year where monday.com was down.
Read full review Performance Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
Read full review Support Rating Their support team is incredibly response, with a livechat option anytime during business hours. I was able to work with them on a variet of issues and they were extremely hands-on. The same reps are always there and friendly and ready to work with. There isn't a CRM that has better customer service.
Read full review Fast response from a human, when a human is needed. AI bot gives initial response to my question. Often, the bot response is all I needed to proceed. Best feature is the AI Assistant for writing one-line programs in the Formula columns. The AI Assistant is much smarter than me and adds in well-appreciated items for my formulas. Including column checks and Function suggestions
Read full review Online Training 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.
Read full review Implementation Rating 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.
Joseph Madere Learning Management System Analyst -- CornerstoneOnDemand
Read full review Alternatives Considered Salesforce and
Marketo are the strongest CRM products out there in the space. The drawback they have is that they are immensely expensive and complex to set-up / use.
Salesforce is extremely complex, especially when using in conjunction with
Pardot . EngageBay is simple, easy to use, and easy to build from. And their customer service is far more responsive than those platforms.
Read full review 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!
Read full review Scalability For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
Read full review Return on Investment Improved lead management and helped build lead data by 4-5x in size Helped improve investor base with 100-150% growth in investors by year 1 Generated dozens of calendar invites to call potential investors in first year Read full review My favourite example? We used it to take a failed start-up, one where the prime investor was considering pulling out - to being a listed business (EURONEXT) within 18 months. That business now has a market cap at around $200m. Turnaround of a struggling health tech venture that was buried under endless spreadsheets by its investors - from loss-making to £2M EBITDA in two -years. Offshoring - Through the adoption of Monday as a key workstream management tool (moving off JIRA) we were able to reduce resource costs by over £2m per annum, without any change in efficiency or quality. Read full review ScreenShots