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.
$36
per month (3 seats)
Salesflare
Score 8.7 out of 10
Small Businesses (1-50 employees)
Salesflare headquartered in Antwerp offers their small business intelligent CRM, providing automated event tracking and related features designed to aid the operations of SMBs.
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.
In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.
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.
Zero learning curve, one-minute setup and dead easy to integrate with complementary tools.
Powerful data automation features so everything you do has maximum bottom-line impact.
Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you.
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
It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams
Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare
Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery
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.
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.
The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.
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?")
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.
Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!
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.
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.
Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have. Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.
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.
