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seit 17 Jahren bei der Softwareauswahl
monday CRM
Was ist monday CRM?
Nutze monday CRM, um Kundenkontakte und deine Vertriebspipeline effizienter zu verwalten und zu analysieren. Zentralisiere die Kunden- und Lead-Kommunikation, nutze erweiterte Berichtsfunktionen, um datengestützte Entscheidungen zu treffen und deine Vertriebsstrategie zu schärfen, und spare wertvolle Zeit durch die Automatisierung sich wiederholender Aufgaben. Integriere monday CRM einfach in deine bestehenden Tools und verbessere die Teamarbeit durch eine nutzerfreundliche, kollaborative Plattform.
Wer verwendet monday CRM?
Perfekt für Inhaber kleiner Unternehmen, für Vertriebsmanager und Teams aus allen Branchen und überall auf der Weit. Es ist das ideale Werkzeug für Account- und Kundenerfolgsmanager, die für die Kundenbindung im After-Sales-Prozess zuständig sind.
Du bist nicht sicher, ob monday CRM das Richtige ist?
Mit einer beliebten Alternative vergleichen
monday CRM
Bewertungen über monday CRM
In Betracht gezogene Alternativen:
Monday.com is a Great Tool for Several Needs
Kommentare: We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.
Vorteile:
The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.
Nachteile:
While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.
In Betracht gezogene Alternativen:
Super customizable with powerful features
Kommentare: Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.
Vorteile:
I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.
Nachteile:
The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.
In Betracht gezogene Alternativen:
It feels like a CRM but it doesn't behave like one
Kommentare: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.
Vorteile:
I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.
Nachteile:
It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.
Decent Product!
Kommentare: Overall, very pleasant and positive experience.
Vorteile:
Easy to use, organize and filter data. Excellent for project and deliverable tracking but also great for just maintaining workflows.
Nachteile:
There is a limit to how much data and/or columns and rows you can add to one monday board.
In Betracht gezogene Alternativen:
Nothing Really Like Monday.com
Kommentare: I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.
Vorteile:
Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.
Nachteile:
The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!
Monday for Cybersecurity Oriented System Integrator
Kommentare: I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using it as Sales CRM, later i moved to another company which has two Models MSSP and Classic Integrator - so i also have integrated Monday.com here, so i have experience in two different companies - both time i was the one who did the call and choose Monday.com
Vorteile:
Neutrino is Cybersecurity Oriented System Integrator, which works with MSSP model and also classic Integrator Model, both types of deals are easily created, managed and workflow feels very smooth. Our MSSP SOC team processes are fully integrated in Monday, everything become automatic. tasks and reaction which needed up to 8 minutes, downed to 40 seconds.
Nachteile:
So far so good, no major dislikes about product, hope one day cross boarding will be supported ( when data is shared between different boards at one time, and does not affect original data column )
In Betracht gezogene Alternativen:
A Sales CRM that is as bespoke as it can get without paying for a custom system of your own.
Kommentare: Overall, I love Monday. I use it every day for my business to manage clients and projects. I have enjoyed using it so much that it has become a service that I now provide to my customers.
Vorteile:
The greatest thing about Monday is that I can map out any process within my business. This has allowed me to delegate tasks out to others but also helps me to keep track of projects and the different stages each one is at. Monday.com has so many templates to choose from but when it comes to creating your own, it is super easy to do. I prefer to make my own or change existing templates to fit the ways in which we work as a business. The problem with off-the-shelf software is that every business is different. The problem with creating your own system is that it is very expensive. Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.
Nachteile:
The main downside that I see with Monday compared to other CRM systems is viewing client data and storing customers. Clients/customers are essentially just items on a board, just like every item on any board you create. This means there isn't a client overview or summary page that you can view easily and cleanly that summarises a client and all the data you have about them.
In Betracht gezogene Alternativen:
Great for Small business' that are in excel or have more complicated needs
Kommentare: Monday pulled us out of excel and the filing cabinet. we used a cheap version of sales force for small business' but it could do less than half of what Monday had to offer
Vorteile:
Monday is quick to adapt to the management needs in the firework industry making it a great platform that we can quickly adjust if needed.
Nachteile:
some of the reporting we pull from it require creating hidden columns to manipulate data making it something not the average user can always do.
So Convenient
Kommentare: Monday allowed us to input all useful data into one software. I am so grateful for it!
Vorteile:
This software can be utilized in almost any facet imaginable. Want an interactive spreadsheet? Got it. Need to communicate with employees? Go ahead. Do you need the ability to upload and share vital documents, or maybe send sales or performance reports? Check! And it is self explanatory, no need for hours of toiling to get these things accomplished.
Nachteile:
Monday was a game changer for me, it really brought us into the world if efficiency.
In Betracht gezogene Alternativen:
Very happy with Monday.com
Kommentare: This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!
Vorteile:
The interface is simple and easy to use while being pleasant to interact with.
Nachteile:
The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal. It is typically resolved quite quickly.
In Betracht gezogene Alternativen:
So Close to Perfect - Lacking Operability With Advanced Deployments
Kommentare: Overall Monday has been good. I have been able to customize it nearly exactly how I want it. The freezing and lack of loading (mostly on mobile) is frustrating, but I mostly use Monday in the browser anyway.
Vorteile:
I like the built-in automation and task tracking the most. It has saved time by automatically sending emails, creating new leads, and making changes based on certain conditions. Live updating dashboards are nice too when keeping track of sales or financial numbers.
Nachteile:
It can be buggy and slow, especially with complex or large boards on mobile. Additionally, the expanded view of items is customizable but not the best.
Review
Kommentare: We’ve tried lots of different tools to try and manage our work; Monday.com is the only one that we have stuck with for more than a year. Great fit for us!
Vorteile:
Ability to customize/design the tool to fit our workflow and sales process
Nachteile:
Took a long time to get it working the way we needed it to. Still playing with the right integrations / automations to make our workflow / project management less administratively heavy
Love how customizable Monday is!
Kommentare: It has been so helpful, especially as we are building our team. When it was just two of us, it worked well but now that there are three of us, it's crucial that we have it!
Vorteile:
It's easy to use and it actually works for us! There are so many products that have maybe one or two features we need but it wasn't until Monday that we could get everything we need in one place.
Nachteile:
Honestly, it's just that it can get a little overwhelming because there are SO many things you can do. I want to spend so much more time customizing and optimizing it but I feel like that venture will never end.
In Betracht gezogene Alternativen:
Monday gives a full picture of our pipeline1
Kommentare: Love the interface and the user-friendly board. We can basically create any type of board we need to fit our vision of expansion inside our company.
Vorteile:
The easy setup and creation of different boards for our pipeline and future lead management. Easy to use and to track. Very user friendly even for our team that is not so user friendly with this type of software
Nachteile:
Terms are sometimes difficult to understand, like sort... not sure what it does until we play around with it and realize that we can alphabetically sort our lead board... email integration is difficult with chrome. That is why we don't use it yet.
Deon's Review
Kommentare: Overall a highly positive experience.
Vorteile:
I love the CRM system. It's easy to use and helps my team to keep track of our daily tasks and projects.
Nachteile:
Sometimes software can be buggy. For example, there were several system outages within the last few months that delayed team productivity.
Amazing OS + amazing company
Kommentare: I genuinely love it and I am excited to see how I will continue to grow and expand my boards and automations once I have a team. I also just love Monday as a company, I follow the Instagram page and it's great to see such fresh and different content/ads/campaigns. Also love how much you have done for the Ukraine crisis. The other thing is the customer service is incredible, I could not believe it when the person emailed me back with a personal Loom video to explain my issue and try to resolve it. They are amazing and don't make me feel stupid/bad about what I'm asking. They all need a raise :)
Vorteile:
I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.
Nachteile:
It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.
In Betracht gezogene Alternativen:
The Most Adaptable and Scalable CRM
Kommentare: Our overall experience has been positive from the sales team to the support team.
Vorteile:
Low code is the way of the future and I all business software will soon be following suite.
Nachteile:
The mobile app and overall large data performance are my least favorite items currently with the software. The mobile app is buggy and often has connection issues. Large amounts of data slow down the performance of boards and this issue is a big one for our company.
In Betracht gezogene Alternativen:
An essential member of our team
Vorteile:
Monday is easy to use and customise, and ensures we always have the right information at our fingertips.
Nachteile:
We would love to see more complex formulas be integrated into the product, allowing us to derive more meaningful insights from numerical entries.
In Betracht gezogene Alternativen:
Monday.com USer reveiw
Kommentare: he product has solved inter company communication and CRM issues. We have been able to get on the same page together now quite easily.
Vorteile:
I like the ease of the software and the user experience. The look and feel makes it great to go to daily
Nachteile:
The Product can be very in depth when I do not need something to be. But it is a great product.
In Betracht gezogene Alternativen:
Time to set up, but then very easy to use effectively.
Vorteile:
Customization. Automations. Ease of use once we finished setting it up. Ongoing support and new features.
Nachteile:
Can be a steep learning curve during set up.
Great Tools But It's Not The Easiest to Adapt to.
Kommentare: Very colorful and my first PM & light CRM (Sales.force being first CRM). Got really excited as it's got more beautiful ui/ux than sales force BUT it is a very steep learning curve to deploy to users & clients. Took me a while to research and I still can't fully harness Monday for my own use. (I have a tech support background and can barely figure it out. So good luck.) You really need a dedicated Project manager & tech person to train your staff and build out your boards. I've moved on to another PM SaaS that's way easier to use (immediately deployable to myself and all my clients who are technically challenged) does all the light CRM/Content Creation/Event management/Project Management/Workflow/Goals/Todo list.
Vorteile:
It's one of the more robust project management tool, I've worked with so far. Monday's Paid Plan really has everything you need, and MORE than you'll ever need if you run a small company or a personal project. Very color and very fun.
Nachteile:
The freemium plan is very bare and quickly becomes "working to manage work" rather than making worth and collaboration easier. The pricing model for small business can quickly become burden-some and unsustainable. (What if I want all my staff on there with their login, but some people will only use 1 or 2 times a week based on their role? Nope Full pricing per staff.) So it only works for more office based businesses rather than a more dynamic mixed roles of companies. So as a consulting agency, I can't use deploy it on all my clients and I rather just move away instead of using multitute of same function tools and go through learning curves over and over again.
A bit of patience and focus Monday.com will transform your work life!
Kommentare:
Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.
Vorteile:
Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page
Nachteile:
I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.
Project management tool.
Kommentare: It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers. In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers. The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements. it automates the repetitive work within seconds and helps you to stay focused on what matters and avoids human error. It helps you to keep track of consumers at all stages of the sales process.
Vorteile:
It helps teams carry out projects that deliver consequences on time no matter they are at the home, office, or on the go. It is easy to use and flexible. It can customize workflows and has robust productivity attributes including dependencies, time tracking, timeline views, automated notifications, and integrations. With Monday.com, you can obtain faster and better results for each project milestone.
Nachteile:
It lacks CDN/bandwidth. When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying. Also, the scroll feature is dramatic at some times. Moreover, when spreadsheets are imported, hyperlinks do not always carry over. The "subtasks" lack some features and are a little cumbersome. The interface slows down when boards become larger. It has some limitations in bulk imports and importing from excel.
Life Changer
Kommentare: Our law firm did not have a functional CRM, and it was a complete nightmare. I tried everything from Google Sheets, to OneNote, to HubSpot, and none of them worked. They weren't customizable, the customer service wasn't helpful, and they all utilize a one size fits all approach. Monday.com has played a true part in growing our business, as we're less focused on scrambling to ensure we haven't let anything slip past us in terms of follow ups with clients, project management, billing tracking, document storage, and more. This program works great for trying to keep track of multiple clients and follow up, keeping everyone on the same page, and enabling your contact storage and document storage all in one place. This program has sincerely saved MY life, and my colleagues talk about how thankful they are for this as well, after working at multiple large companies and never finding a program that works as well as this. Thank goodness for Monday.com!
Vorteile:
This software has changed the way our healthcare practice runs. Nothing falls through the cracks, we have a place to store documents, and it's easy to use. This program is fantastic.
Nachteile:
The only thing I'm not crazy about is the mobile application. I still have it, and use it, but I wish it was a bit easier to use.
Super efficient software, really easy to use.
Kommentare: Our sales team used this before moving over to Freshsales, and they were very pleased with the interface and the price. My legal team also used it for reviewing contracts, and were also very happy. My personal view on Monday.com is the price could be a little lower to fit in with our ITU budget, however this doesn't lack on quality and certainly not on usability.
Vorteile:
NOTE: We have since moved over to Freshsales as it fitted in more with the rest of our products. Monday is absolutely amazing. It could be easier to use, however what it offers for free is absolutely perfect for small-to-medium businesses and teams. I would highly recommend taking a look at Monday's use cases (available at monday.com/s/software-uses) which can help you understand how their software can benefit your business. I personally really like Monday's ability to pick a template depending on what you'll be using it for, such as recruitment or sales leads. It is also really customisable and flexible depending on how many people will be using it. They also have an app and lots of integrations, enabling maximum use wherever you are.
Nachteile:
Setting up Monday can get a bit tiring, although you won't regret it once it's fully setup. I believe a better pricing structure would not depend on the number of users so broadly. The basic plan with 5 users in your team costs £22 per month, but luckily they do offer a trial which can help you get a better feeling.