The kvCORE platform is described by the vendor, Inside Real Estate in Draper, as a next-gen solution for modern brokerages and enterprises to run their entire business on one platform.
N/A
monday.com
Score 8.3 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
I think if you have a very large brokerage and can afford to pay for a fully customized set up then it may be worthwhile. I would make sure you have a dedicated support team, not an account manager. In my opinion, the account managers are worthless and will not respond most of the time. We are on our second account manager in 9 months of using the system and cannot get in touch with him. In my experience, the account managers have no knowledge of how the system works or how anyone in real estate would want it to work. Obviously, I can only say this for the two managers we have had so far. I would steer clear of this system unless you want to spend a few thousand a month for a system that, I feel, will impede your business rather than improve it.
The platform is very well suited for our nonprofit programs that serve low-income clients who need diapers, wipes, and period products. It has helped us run our programs, capturing information and allowing us to view the data for reporting purposes. The ability to filter data is very helpful by allowing us to categorize information to get a better picture of the progress of our programs.
It sends unwanted canned responses to potential clients that you haven't approved. You must figure out how to use it to make them stop. This was day 1.
If you like to learn using many many different videos to learn a product, then this maybe for you.
I like summary of subitems, especially with subitasks as subitems and add item tracking for each subtask it can show total tracked in parent item. Similar with other columns, like numbers, status, date.
Dashboard features, Many kinds of dashboard view available, we can utilize on the basis of requirements.
monday.com workform is very powerful, easily share form link when submitted it will create line item in board with provided data.
monday.com automation is very helpful in order to automate steps with specific rules and easy setup.
monday.com also provides integrations in order to automate processes if need to integrate multiple app together. or need to transfer data between multiple apps.
Their support is good, but wait times can be long. They want you to use their chat, but then when you ask your question, it can be a several hour wait time between responses. The people are nice and resolve your issue. But I think chat is for quick back and forth communication, not something with a long delay. Also, you can only really do it effectively on your computer, not on your phone.
It's proving very tough to track leads from campaigns we are running ourselves. If your website converts a lead, it really just gives you the website source, and even that only some of the time. It would be great to create custom sources and have kvCORE track that traffic and lead via some sort of UTM tag or URL parameter.
Some of the load times aren't great. When I load up my database, it takes a while to actually display. Also, when a lead is claimed in a pond, you have to refresh to be able to contact them. Then once you add a campaign, you have to refresh again to see the tasks that fire. This is a bit clunky.
The app is great, but there is still some limited functionality. It would be great to access and claim leads from a pond on the mobile app. Also if you could get push notifications when new leads are added. Our time to lead sucks, and that's because kvCORE doesn't alert you super quickly.
The desktop app for Mac seems to have a few issues with visual glitches appearing on screen, it only seems to go away when I close the tool and reopen it
Subtasks don't show on the individual users to-do list, only main level tasks
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.
It doesn't deserve a zero because you can access contacts and get reminders to contact them. In my experience, you can not use the system for proper communication with both prospects and their spouses.
I give monday.com a 10/10 because I almost never encounter any lag or connectivity issues despite all of the many templates, boards, and automations we have. As a matter of fact, I feel like the last issue I encountered was over a year ago... and I'm in monday.com every single work day. Not only is monday trustworthy, it is easy to find what I'm looking for... making the overall usability extremely hard to beat.
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?")
I love kvCORE's support. Having the little chat feature in the bottom right of my screen the whole time I'm working takes away any stress or worry about using it. When I first started using it, I learned its features by clicking and trying things, and more than once I had to go into the chat support and ask how to undo or fix what I had done. I don't think I've ever waited more than 5 minutes to get a reply back and it being almost instant and right there on my screen allowed me to continue working and know immediately when my question had been answered.
monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
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.
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.
Konversion and BoomTown are the only two I have used. Both have their things to recommend. Since I used Konversion, using kvCORE was simpler and I was able to upload my contacts seamlessly. This made adopting a new system easier and less likely to have a gap in contacting customers.
monday.com is simpler and easier to grasp, apply and navigate than ClickUp, but the ClickUp free version has so much more functionality available than the monday.com free / low-cost options (sorry, but it's true!). Google Tasks is really simple and I shouldn't really compare them - it's just really nice to be able to see my tasks right next to my Google Calendar or Gmail (widget) - the "all on one" view on the screen is really nice ease of access, but the power of monday.com outweighs the nice-to-have of an all-in-one screen layout - it feels clumsy to bring in all my Calendar items from Google to monday.com, so an integration app to the Google screen where you can see monday.com tasks would be amazing.
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.
