Avis clients sur monday CRM

Monday Sales CRM : un logiciel simple d'utilisation pour une gestion commerciale réussie

Commentaires : De façon générale, Monday CRM est un outil de marketing automation adapté au suivi de la gestion de projet et au suivi après-vente. Je le recommande vivement aux TPE et PME.

Avantages :

Monday vous offre un CRM personnalisable, simple d'utilisation autant pour les novices que pour les commerciaux. J'apprécie énormément la flexibilité de l'outil et sa capacité à faciliter le suivi des tâches. Cela m'a permis non seulement d'adapter ses fonctionnalités aux besoins de mes clients, mais aussi de garder un œil sur les différents processus au sein de leur entreprise.

Inconvénients :

Je pense que Monday pourrait davantage optimiser l'expérience d'utilisateur. Même si le logiciel est facile à prendre en main, sa configuration n'est pas des plus simples.

Une interface exemplaire

Avantages :

C'est hyper agréable de travailler sur cette solution : l'ergonomie est bien pensée, l'interface est très belle : ce qui en résulte une prise en main simplifiée pour tous, même ceux qui ne sont pas habitué des CRM

Inconvénients :

L'offre basic est trop limitée, ce qui oblige tout de suite à prendre un forfait plus cher et c'est là que le bas blesse : si plus de 4-5 personnes doivent utiliser le CRM on se retrouve très vite avec un cout non négligeable... On aurait aimé un effort sur le prix pour conserver cette solution

Magnifique

Avantages :

Avec Monday sales CRM je peux gérer les clients et les activités facilement

Inconvénients :

Je ne trouve pas des points faibles dans le logiciel

Logiciel très intéressant

Avantages :

Monday Sales CRM c'est un logiciel très intéressant pour la gestion des prospects et qui caractérise beaucoup de choses dans les entreprises . Ça m'a tellement aidé pour la gestion des ventes . Je le recommande vivement aux autres . Et également des fonctionnalités incroyables . J'apprécie énormément

Inconvénients :

Monday Sales CRM , un logiciel que j'apprécie beaucoup et ce que j'utilise aujourd'hui pour la prospection . Mais ça manque un d'efficacité du service d'assistance . J'espère qu'il vont régler ce problème vite pour le meilleur de ce logiciel .

Super CRM

Commentaires : J’utilise ce CRM tous les jours, il est génial et m’aide dans la gestion de mon porte feuille client, à la hauteur de mes attentes

Avantages :

Vue sur l’ensemble du pipeline de prospection et vente excellente

Inconvénients :

Campagne marketing peut être améliorer !

A total success in sales management.

Commentaires : I really like it, I was able to connect my Gmail account without problems and manage all my emails directly from the platform.

Avantages :

I really like the task assignment function, it was also very useful to be able to organize and distribute pending tasks within my team.

Inconvénients :

Well, the truth is, I would have liked to have the ability to generate customizable reports and obtain more detailed statistics about my sales and activities.

A great all-in-one CRM and project planning software.

Commentaires : This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Avantages :

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Inconvénients :

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

It could be great if email tracking was a reliable feature

Avantages :

That it's part of Monday so it easier for the entire team to use it.

Inconvénients :

Since I've start using the Monday's CRM a few month ago my overall experience was very disappointing and frustrating. Since the email tracking doesn't work constantly it's not reliable, and makes me do a lot of manual work instead. E

Would recommend to manage everything

Commentaires : We got more efficient because we can manage priorities and tasks more easily. Sections for leads helped our team see who had to contact clients. We also used it to work on social media content together.

Avantages :

Really liked the task management and the lead management. Super efficient with my team, easy to use and easy to implement. Liked the lead funnel to manage my prospection.

Inconvénients :

The fact that time tracking is in a pricier version. I would like to see an access to clients for certain boards i want to show them.

Very happy with Monday.com

Commentaires : This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!

Avantages :

The interface is simple and easy to use while being pleasant to interact with.

Inconvénients :

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.

Monday is great for Real Estate CRM

Commentaires : I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.

Avantages :

Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.

Inconvénients :

Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.

User friendly CRM and Project Management Tool

Avantages :

Monday.com has a easy intuitive set up process that has good flexibility to modify as required.

Inconvénients :

Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.

Monday Sales CRM hits all the marks

Commentaires : Customer service was solid and the product is intuitive, useful and very affordable.

Avantages :

Monday Sales CRM is customizable, so that the user can create automated workflow that is adaptable to their needs and it can grow and change as the user's company's needs change. It was also among the least expensive/best value CRMs that I looked at.

Inconvénients :

The customizable features are a double edged sword, because while they are great, there is quite a bit of time and program knowledge that needs to be acquired in order to properly implement it.

You cannot go wrong with this product!

Commentaires : I would highly recommend this product to start-ups or small company building their client base. The dashboards are completely customizable. You can create teams to manage clients and work within the system to communicate as well as assign tasks/follow-ups. The email feature is also a HUGE time saver and you can set reminders for yourself to ensure you stay on track. The reporting is also very easy to set up and share with your teams or clients. I have used other CRM'sin the past and this one is by FAR the easiest to set up and manage as a small business.

Avantages :

Getting started with Monday is easy and if you ever get stuck, you can rely on the Monday support staff to help you set up your dashboard to meet your company's needs best. I have used Monday for over 3 years and keep finding new gems to help me manage my small business. Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations is HUGE and a big time saver!

Inconvénients :

I had to think about this and honestly cannot think of anything this product is missing. At one point I was having a problem retrieving some client tasks I accidentally deleted but once I contacted customer support they helped me find where I needed to go to reinstate the files. When deleting you are asked if you are SURE you want to delete and another allows you to undo it while it is deleting. Luckily, there is another option to locate deleted records IF you miss both of these options. LOL! Support had to help me find it but it was there!

Best one to have for a business analyst

Avantages :

Ease of use. Quick resolution from support team. Loads of features.

Inconvénients :

Pricing is on the higher side. Duplicate data are a concern.

This is the professional software you have been looking for!

Commentaires : I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com!

Avantages :

I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it!

Inconvénients :

The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now!

Gave me great visual insight into running my company!

Commentaires : It gave us a central location for sales/marketing and operations data and the tools to visualize results.

Avantages :

The ability to segment data and great visualization of that segmented data. Loved the ability to create custom dashboards.

Inconvénients :

I would love the ability to view the dashboards on our digital signage displays using a URL.

Love Monday.com

Commentaires : We needed a central place for all of our leads to be. This has made follow up with leads, potential clients, and even keeping track of our onboarding process so easy,

Avantages :

I love the easy of the integrations and automations

Inconvénients :

More in-depth training videos would be great. Other than that I haven't found anything I do not like

Monday gives a full picture of our pipeline1

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Increasing my productivity and closing more deals.

Commentaires : I like it because I can set reminders, schedule actions based on events, and send follow-up emails automatically.

Avantages :

I like it because from the first moment I started using it I was able to navigate through all the features without any problems and find what I needed quickly.

Inconvénients :

The truth is that I find it a little uncomfortable that sometimes the page loading can be slow, especially when I have a lot of data and records.

A successful experience for my business.

Commentaires : I think it's great because it has extensive documentation and support resources, which has been of great help to me to resolve any questions or problems that may arise.

Avantages :

It's great because it doesn't matter if it's an email conversation, a meeting or a note taken I can access everything in one window.

Inconvénients :

Well, I have experienced some failures or delays in the synchronization of emails or the import of contacts, although it is not a serious problem.

Fantastic and very reliable!

Avantages :

Outstanding and very great functionality and very user-friendly. Excellent user experience with a visual emphasis.

Inconvénients :

Every downside that I thought when I used this platform were addressed by the customer support immediately, so everything is good on my end.

The best CRM

Commentaires : It user-friendly interface and robust feature set makes it a useful sales CRM tool for small and medium-sized businesses

Avantages :

I love its dynamic range of features including lead tracking, pipeline management, and sales forecasting.

Inconvénients :

It may not be the best fit for larger enterprises or organizations with more complex sales processes.

Amazing OS + amazing company

Commentaires : 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 :)

Avantages :

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.

Inconvénients :

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.

A bit of patience and focus Monday.com will transform your work life!

Commentaires : 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.

Avantages :

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

Inconvénients :

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.