monday CRM vs. REsimpli

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

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

REsimpli has simplified, and made the app easy to use. I could not do or be as successful at what I am doing if it were not for the the great tool I have with REsimpli. I can see at a glance what needs to be done daily regarding the leads I have, and I am reminded of things I need to do on daily basis. This is where the recurring tasks would come in handy!

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

• 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

• Webform to add new leads into the CRM is very helpful
• Calls are recorded automatically and put in the Lead notes
• Websites for Sellers and separate website for selling properties

• 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

• Exporting of leads with tasks. Currently does not show the date of those tasks.
• There isn't an option to upload leads in bulk. from the tool. But support can do it for you.
• Multi-line list stack dialer. Currently has a single-line dialer

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

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

REsimpli is very user friendly, they also have a lot of training content and support available by chat. The user interface is very intuitive and is quite easy to navigate. I myself need to look into the accounting features a bit more so I can get the value from those.

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

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

I have only used REsimpli as a real estate investor customer relationship manager. Therefore, I cannot compare it with any other program. However, I have looked into other programs and none seem to offer the suite of features that REsimpli offers.

• 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

• I've lost contracts from now reaching sellers at the right time. With Resimpli, im able to see the sellers I haven't contacted and reach out.
• Ive lost contracts from now reaching sellers at the right time. with Resimpli im able to see the sellers I havent contacted and reach out