What users are saying about
18 Ratings
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Top Rated
2280 Ratings
18 Ratings
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Score 9.5 out of 100

monday.com

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Top Rated
2280 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.6 out of 100

Likelihood to Recommend

FollowUp CRM

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.
Betsy Young | TrustRadius Reviewer

monday.com

I am charged with overseeing product development, marketing and sales initiatives. I needed a Swiss Army knife to help keep everything organized and to help us prioritize and ensure clear focus on the right things. monday.com is the Swiss Army knife of productivity platforms. It can be whatever you need it to be. And if you're not sure, just browser through the templates and you can instantly visually a more organized and productive way of doing a broad range of things critical for your business. We use it every day and would be lost without the level of organization it brings to our company. Specifically, we do sprint planning in monday.com for product development and to track product bugs and client requests. We use it for Sales to help track leads and build/track relationships. For marketing we are building out tracking for things like social media intiatives and DMA board. Even simple features like building documents for notes and records is proving to be very valuable across the board. I think monday.com is particularly appropriate for small to medium size companies that need a central productivity tool that can support a huge range of business needs.
Jason Mease | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

FollowUp CRM
9.1
monday.com
Customer data management / contact management
FollowUp CRM
10.0
monday.com
Workflow management
FollowUp CRM
10.0
monday.com
Territory management
FollowUp CRM
6.1
monday.com
Opportunity management
FollowUp CRM
10.0
monday.com
Integration with email client (e.g., Outlook or Gmail)
FollowUp CRM
10.0
monday.com
Contract management
FollowUp CRM
10.0
monday.com
Quote & order management
FollowUp CRM
8.9
monday.com
Interaction tracking
FollowUp CRM
10.0
monday.com
Channel / partner relationship management
FollowUp CRM
7.2
monday.com

Customer Service & Support

FollowUp CRM
10.0
monday.com
Case management
FollowUp CRM
10.0
monday.com
Call center management
FollowUp CRM
10.0
monday.com
Help desk management
FollowUp CRM
10.0
monday.com

Marketing Automation

FollowUp CRM
10.0
monday.com
Lead management
FollowUp CRM
10.0
monday.com
Email marketing
FollowUp CRM
10.0
monday.com

CRM Project Management

FollowUp CRM
9.5
monday.com
Task management
FollowUp CRM
10.0
monday.com
Billing and invoicing management
FollowUp CRM
8.4
monday.com
Reporting
FollowUp CRM
10.0
monday.com

CRM Reporting & Analytics

FollowUp CRM
9.7
monday.com
Forecasting
FollowUp CRM
9.0
monday.com
Pipeline visualization
FollowUp CRM
10.0
monday.com
Customizable reports
FollowUp CRM
10.0
monday.com

Customization

FollowUp CRM
9.8
monday.com
Custom fields
FollowUp CRM
10.0
monday.com
Custom objects
FollowUp CRM
9.0
monday.com
Scripting environment
FollowUp CRM
10.0
monday.com
API for custom integration
FollowUp CRM
10.0
monday.com

Security

FollowUp CRM
10.0
monday.com
Single sign-on capability
FollowUp CRM
10.0
monday.com
Role-based user permissions
FollowUp CRM
10.0
monday.com

Social CRM

FollowUp CRM
10.0
monday.com
Social data
FollowUp CRM
10.0
monday.com
Social engagement
FollowUp CRM
10.0
monday.com

Integrations with 3rd-party Software

FollowUp CRM
7.7
monday.com
Marketing automation
FollowUp CRM
10.0
monday.com
Compensation management
FollowUp CRM
5.5
monday.com

Platform

FollowUp CRM
10.0
monday.com
Mobile access
FollowUp CRM
10.0
monday.com

Project Management

FollowUp CRM
monday.com
8.0
Task Management
FollowUp CRM
monday.com
9.1
Resource Management
FollowUp CRM
monday.com
8.1
Gantt Charts
FollowUp CRM
monday.com
8.1
Scheduling
FollowUp CRM
monday.com
8.3
Workflow Automation
FollowUp CRM
monday.com
8.2
Team Collaboration
FollowUp CRM
monday.com
9.0
Support for Agile Methodology
FollowUp CRM
monday.com
8.2
Support for Waterfall Methodology
FollowUp CRM
monday.com
7.0
Document Management
FollowUp CRM
monday.com
7.2
Email integration
FollowUp CRM
monday.com
7.6
Mobile Access
FollowUp CRM
monday.com
8.1
Timesheet Tracking
FollowUp CRM
monday.com
7.8
Change request and Case Management
FollowUp CRM
monday.com
8.1
Budget and Expense Management
FollowUp CRM
monday.com
7.5

Professional Services Automation

FollowUp CRM
monday.com
7.5
Quotes/estimates
FollowUp CRM
monday.com
8.1
Project & financial reporting
FollowUp CRM
monday.com
7.5
Integration with accounting software
FollowUp CRM
monday.com
6.9

Pros

FollowUp CRM

  • We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
  • The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
  • Every task is date stamped to insure proper work flow and holds the team accountable to each other.
Gregg Wallick | TrustRadius Reviewer

monday.com

  • Record tracking, by keeping a log of things, I and others, do on a daily basis
  • Visibility of tasks' progress; It allows me and others see the progress made and the stage where I am at of a particular project or task
  • Versatility; It allows me to record information using my own mind map and perspective
  • Accountability; It helps me be efficient and meet dead lines
Sergio Duarte | TrustRadius Reviewer

Cons

FollowUp CRM

  • It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
  • It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
  • It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.
Betsy Young | TrustRadius Reviewer

monday.com

  • Sometimes I will add something to the board and click published, for example an email to be sent out, then I will get an email telling me as a reminder the item is due and needs to be published. I think sometimes the triggers for notifications can be a little slow to catch up on what you have already done on your board.
  • I can't think of anything else, it's been a joy to use and improved our productivity
Angelita Larrier | TrustRadius Reviewer

Likelihood to Renew

FollowUp CRM

No score
No answers yet
No answers on this topic

monday.com

monday.com 8.3
Based on 9 answers
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.
Joseph Madere | TrustRadius Reviewer

Usability

FollowUp CRM

No score
No answers yet
No answers on this topic

monday.com

monday.com 8.7
Based on 1042 answers
I am not IT inclined, in any way, but I was able to easily set everything up for our business. Then, I am able to make adjustments as things are suggested/needed. When it came time to add our marketing team to the program, it was very easy for them to build the things they needed. Between the how-to videos and webinars, any grey areas are quickly cleared up.
Rebekah Reyes | TrustRadius Reviewer

Support Rating

FollowUp CRM

No score
No answers yet
No answers on this topic

monday.com

monday.com 8.2
Based on 996 answers
For us, the tool was really easy to implement, plus it is very stable. The only thing we needed help with was the SSO and integration with Microsoft Teams. The support team was really efficient in responding to our questions and with their guidance, we were able to set up everything very smoothly.
DANIEL ARRASCUE | TrustRadius Reviewer

Implementation Rating

FollowUp CRM

No score
No answers yet
No answers on this topic

monday.com

monday.com 7.0
Based on 6 answers
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 | TrustRadius Reviewer

Alternatives Considered

FollowUp CRM

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales
Anonymous | TrustRadius Reviewer

monday.com

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!
Brian Goldrick | TrustRadius Reviewer

Return on Investment

FollowUp CRM

  • I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
  • The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
  • Payments or what the current status of the job is.
Tom Baker | TrustRadius Reviewer

monday.com

  • Saves time by allowing us to put all the information and updates for certain projects in their own space.
  • Increased productivity by laying out tasks in a more readable and manageable area.
  • Provides easy set up for production because we use it to schedule our screen printing projects so we know which screens need to be ready on which day.
Bryanna Holdridge | TrustRadius Reviewer

Screenshots

Pricing Details

FollowUp CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

FollowUp CRM Editions & Modules

Additional Pricing Details

monday.com

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

monday.com Editions & Modules

Edition
Basic$81
Standard$101
Pro$161
Enterprise$02
  1. per user
  2. Contact us
Additional Pricing Details
Yearly plan: Save 18% Monthly plan also available

Rating Summary

Likelihood to Recommend

FollowUp CRM
10.0
monday.com
8.9

Likelihood to Renew

FollowUp CRM
monday.com
8.3

Usability

FollowUp CRM
monday.com
8.7

Reliability and Availability

FollowUp CRM
monday.com
9.1

Performance

FollowUp CRM
monday.com
8.2

Support Rating

FollowUp CRM
monday.com
8.2

Online Training

FollowUp CRM
monday.com
6.4

Implementation Rating

FollowUp CRM
monday.com
7.0

Scalability

FollowUp CRM
monday.com
8.0

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