monday sales CRM vs. Thryv

I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales. But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.

Incentivized

What I have found to be the most critical for my business as a customer of Thryv is the ability to provide an invoice and accept payment with direct linking to my bank account. This has had a dramatic positive impact on my cash flow.

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

• Customer service is FANTASTIC!
• Put regularly used and needed tasks under one umbrella.
• Makes it easy to schedule and post to Social Media

Incentivized

• Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
• More color shades for groups and labels
• Keep adding new widgets for dashboards to provide an even greater overview

Incentivized

• Offer an automated rewards program for my customer based on their spending and their referrals.
• Since I use Shopify and they host me it would be nice to get a financial break for not using that part of the package.
• Maybe providing apps.

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 is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.

Incentivized

It is very easy to use and the features are great for the ones we utilize. If you have any issues at all, customer service or our sales rep is great to work with and fixes what issues I have. They are always willing to help out and to follow up to make sure you don't have any more issues.

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.

Although getting through to the right person may take a while, they have the ability to take over your screen and always assist with whatever you need.

Incentivized

It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.

Incentivized

monday sales CRM was much more customisable and flexible for our needs. We could use monday sales CRM to enhance what we do but Zendesk basically wanted us to change how we work to their style which is not what we wanted. I also found zendesk to be extremely expensive for what you were getting.

Incentivized

Let's say use this software because it gives a lot of benefits to the company and we no other software use do not.

• Specifically for equipment tracking, we have been able to build an interactive and extensive database tracking all devices owned by the company in a predominantly remote workforce and decreased loss in that area
• The onboarding process has been simplified and automated to communicate to all parties involved with minimal interaction. Building out an API would be next! Saves a ton of time in this process and minimizes mistakes.
• In a start-up environment with shifting priorities, task management in monday.com makes sure things don't disappear entirely as the landscape changes.

Incentivized

• Increased Social Media Presence has kept us in touch with clients
• I believe our overall package has resulted in increased web traffic. More clients are finding us through social media and web searches than any other year before.

Incentivized