Likelihood to Recommend Prior to monday.com, we were using
Trello as our team task management tool. What monday.com has allowed us to do is to easily create sub levels to tasks, create multiple stages for each task and to easily assign people to different tasks in a way that is visually appealing and easy to understand.
Read full review Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.
Read full review Pros Automation/integrations - Choosing from template automation or creating your own, integrate across platforms. Dashboards - Different views i.e. kanban, gantt chart, tables, forms. All info in one place - Add all of the necessary files for each task inside of Monday; don't need to go looking for ages in different folders on our internal system, add comments, and add assignees to each task—very content-rich way of presenting information. Read full review Zoho CRM Plus is very good at automating many functional areas of our company including: sales, marketing, operations, and engineering. It is functionally rich, and matches the functionality we used to have with Salesforce.com, but at a much more reasonable cost. Zoho CRM Plus is easily "configured" to match our business processes. The ability to configure the user interface is very good, and the "BluePrint", custom functions, and reporting allow us to automate our unique operational needs. The buying process for Zoho CRM is extremely friendly. You can switch between software types from basic CRM to Zoho CRM +. You also can pay monthly, or annually, and don't have to purchase months before your renewal dates and get pestered by sales people. Read full review Cons Ensuring I have set up a Private board vs public board is not clear - it would be useful to have an additional alert when creating a board as I work with sensitive information. It will eventually be used in a team based environment but while I test the boards, they needs to be private. Time tracking is clumsy, could be easier to record Read full review Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually. You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact. Read full review Likelihood to Renew 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.
Read full review Usability On the surface, monday.com looks easy to use - it is indeed easier to use than almost all competing products. (There is one exception where they are on par.) But, I've come across so many organisations that start well with monday.com and then struggle because of the disorganised mess that is created. You have to have clear frameworks *before* you adopt monday.com as the ones that come out of the box are too simplistic for the average organisation. Otherwise, you need a system owner internally who can guide and help the organisation with monday.com adoption. At our organisation we have both.
Read full review I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.
Read full review Reliability and Availability There have only been 2 instances in the past year where monday.com was down.
Read full review Performance 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?")
Read full review Support Rating I used this capability last week for the first time and scheduled a call. Michael was so helpful. He listened to what I was wanting to accomplish and got back to me within a few hours with a screen recording of different options. I had one question on one of the options and when I replied, I got a new person that wanted to set up a call. I declined because that would be like starting all the way over with what I'm wanting and what he presented to me. I think if we have follow-up questions, we should be able to ask them to the same person we just worked with.
Read full review Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.
Read full review Online Training 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.
Read full review Implementation Rating 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.
Joseph Madere Learning Management System Analyst -- CornerstoneOnDemand
Read full review Alternatives Considered Airtable served us well for data management. However, our senior management told us Project Managers we would no longer be using
Airtable . monday.com serves us well with project management AND light-weight database usage. Workfront served we Project Managers very well. However, Workfront was never going to be accepted by our non-Project Managers for managing their projects. monday.com's ease of use and colorful UI build adoption among our non-PMs
Read full review I utilize
HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design.
HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use
Zapier to Zap the info into Zoho. Zoho CRM then is used to reach back out to the customer and begin tracking interactions
Read full review Contract Terms and Pricing Model I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules
Read full review Scalability 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.
Read full review Professional Services I already discussed this prior with the Enterprise Support. But them aside, I'd be remiss if I didn't mention Zoho is committed to connecting their userbase together. Within a month or two of using the product, we were told about Zoho User Groups. We had one right in my backyard (Chicago). I was able to both attend a meeting (pre-covid), and then stay in touch in an integrated Cliq channel. I always have power-users at my fingertips to ask quick questions. That Zoho makes it a point to keep these connections, and empower them... makes my life easier when inevitable "wants" pop up.
Read full review Return on Investment My favourite example? We used it to take a failed start-up, one where the prime investor was considering pulling out - to being a listed business (EURONEXT) within 18 months. That business now has a market cap at around $200m. Turnaround of a struggling health tech venture that was buried under endless spreadsheets by its investors - from loss-making to £2M EBITDA in two -years. Offshoring - Through the adoption of Monday as a key workstream management tool (moving off JIRA) we were able to reduce resource costs by over £2m per annum, without any change in efficiency or quality. Read full review The ROI is significantly positive due to the comprehensive set of modules available. Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier. Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media, Read full review ScreenShots Zoho CRM Plus Screenshots