I found a solution in Monday.com
August 16, 2023

I found a solution in Monday.com

Omar Ibarra Díaz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We start using monday to cover the necesity of track the day to day task and follow up from all the sales team with our customers. Then we achive to give complete visibility to our sales director, and is more easy to keep updated the relationship between us and all our customers.

Pros

  • send notifications by email when due dates are about to arrive
  • keep documents available for the whole team
  • tracking where the sales team is traveling

Cons

  • connection to book meetings from Outlook
  • more options of graphics ans reportes on dashboards.
  • non-conections options
  • Time saving
  • visibility
  • increase productivity
I give this rate beause ir reaaly easy to use and integrate diferent activities inside monday, but at the same time it reaim easy, and in my opinion there a limit for more complex templates or integrations. I will love to avoid export templates to excel so i can completly manage them.
is easy to find solutions to questions even if you don reach somebody from customer service. Normally we proceed that way but some other times our staff in charge of providing access to monday is the one who reach monday for support, their response is always supportive and helpfull to solve issues
we decided to start using monday because we didnt had a platform of CRM for aour activities, so each one from our team use to have their own excel file with their own sistem to track their tasks. So monday let us put everything together in just une site to avoid lose informations and integrate our teams properly.

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

Yes

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

monday is perfecto to keep on track my activities and the activities from my team, and have the whole vision of it. Also present a report to the Director of the work load that the area have.
This tool is better for internal use, not to share with a customer.

monday.com Feature Ratings

Project Management
9.3
Task Management
9
Resource Management
9
Gantt Charts
9
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
10
Document Management
9
Email integration
9
Mobile Access
9
Timesheet Tracking
9
Change request and Case Management
9
Budget and Expense Management
9
Professional Services Automation
9.0
Quotes/estimates
9
Project & financial reporting
9
Integration with accounting software
9

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