Likelihood to Recommend 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.
Read full review It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
Read full review Pros 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. Read full review Great for online appointment bookings. Good for taking payments. Good for onboarding new clients. Integrates with your website. Integrates with Facebook Pages. Read full review Cons 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 Read full review Payment collection: We want to have an option to allow clients to choose the amount they wish to pay. Improved ease of use with forms. Read full review Likelihood to Renew It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
Read full review Usability 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.
Read full review Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
Read full review Support Rating 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.
Read full review I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
Read full review Implementation Rating It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
Read full review Alternatives Considered 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.
Read full review I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
Read full review Return on Investment 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. Read full review I have no clue I'm assuming that we would not have people making appointments with us if we didn't have this service Read full review ScreenShots monday sales CRM Screenshots