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Avaliações do monday CRM

Sobre monday CRM

Use o CRM de vendas das segundas-feiras para centralizar a gestão de clientes e leads e navegar por todo o seu pipeline de vendas de forma mais eficiente.

Saiba mais sobre o monday CRM

Vantagens:

Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI.

Desvantagens:

Hard to prioritise jobs. Hard to get a sense of everything not done for one contact.

Notas do monday CRM

Pontuação média

Praticidade
4,7
Atendimento ao cliente
4,6
Recursos
4,5
Relação qualidade/preço
4,5

Probabilidade de recomendação

8,9/ 10

O monday CRM tem uma classificação geral de 4,7 em 5 estrelas com base em 398 avaliações de usuários no Capterra.

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Filtrar avaliações (398)

Luís Felipe
Luís Felipe
Head of Business Intelligence, Brasil
Usuário do LinkedIn Verificado
Consultoria de gestão, 2 - 10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Alto grau de personalização traz alguma dificuldade de implementação

5,0 há 2 anos

Vantagens:

O alto grau de personalização é algo que realmente me agradou logo de cara. Você consegue integrá-lo nativamente aos outros módulos do Monday e ter um sistema operacional de trabalho bastante completo

Desvantagens:

O fato de ser altamente personalizável também traz alguma complexidade na implementação, é importante dedicar bastante tempo no planejamento para evitar retrabalho depois

Michel
ceo, Brasil
Construção, 2 - 10 funcionários
Usou o software para: Avaliação gratuita
Fonte da avaliação

Surpreendente

5,0 há 5 anos

Comentários: Muito bem bolado tudo, desde as funcionalidades quanto aos tutoriais.

Vantagens:

É incrível a imensa lista de coisas e formas diferentes de usar o programa. Me apaixonei pelos recursos.

Desvantagens:

O tempo que se leva para começar a se habituar ao imenso leque de recursos.

Nikita
Nikita
Marketing Manager CRM, Alemanha
Usuário do LinkedIn Verificado
Maquinário, 11 - 50 funcionários
Usou o software para: Avaliação gratuita
Fonte da avaliação

Great Contact and Lead solution for small businesses

5,0 há 8 meses

Vantagens:

Easy to deploy and setup sales teams and privileges. Analytics are already available at all times.

Desvantagens:

Sometimes system felt lagging but improved after time. Some analytics are hard to use. APIs needed finetuning.

Zac
Zac
President / CEO, EUA
Usuário do LinkedIn Verificado
Roupa e moda, 2 - 10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

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

5,0 há 3 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

bakka
invetory officer, Uganda
Materiais de construção, 501 - 1 000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Great experince with in a min time

2,0 há 5 meses

Vantagens:

Workflow features was the main reason why i purchased this software but it didnot move on well for the time i used the software.

Desvantagens:

I wish they could refund me the subscription that i wasted while using this software.

Samuel
Samuel
Founder, Canadá
Usuário do LinkedIn Verificado
Publicidade e marketing, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Would recommend to manage everything

5,0 há 4 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Robin
Robin
Founder, Consultant, Canadá
Usuário do LinkedIn Verificado
Emprego e contratação, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Very happy with Monday.com

4,0 há 3 anos

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

Vantagens:

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

Desvantagens:

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.

Sam
Sam
Broker Associate, EUA
Usuário do LinkedIn Verificado
Imobiliárias, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Monday is great for Real Estate CRM

5,0 há 3 anos

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

Vantagens:

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

Desvantagens:

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.

Greg
Greg
Operations Manager, Canadá
Usuário do LinkedIn Verificado
Construção, 51 - 200 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

User friendly CRM and Project Management Tool

5,0 há 3 anos

Vantagens:

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

Desvantagens:

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

Melissa
Assistant General Counsel, EUA
Hospitais e Saúde, 201 - 500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Decent Product!

5,0 há 5 meses

Comentários: Overall, very pleasant and positive experience.

Vantagens:

Easy to use, organize and filter data. Excellent for project and deliverable tracking but also great for just maintaining workflows.

Desvantagens:

There is a limit to how much data and/or columns and rows you can add to one monday board.

Avaliador Verificado
Usuário do LinkedIn Verificado
Publicidade e marketing, 1 001 - 5 000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Outstanding CRM/PM tool for matrix organisations

5,0 há 10 meses

Comentários: Excellent
Its a great tool to make your PM and AI driven work

Vantagens:

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

Desvantagens:

1. Expensive a bit 2. Turn around time for support is 3-5 days

Sandy
Sales Development Manager, EUA
Segurança e investigações, 201 - 500 funcionários
Usou o software para: Avaliação gratuita
Fonte da avaliação

Alternativas consideradas anteriormente:

Monday Sales CRM hits all the marks

4,0 ano passado

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

Vantagens:

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.

Desvantagens:

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.

Graham
Director, Austrália
Aviação e aeroespacial, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Monday.com for engineering

4,0 há 3 anos

Comentários: Quite good for managing a few dozen leads and projects. I imagine this possibly wouldn't scale very well for hundreds or thousands of contacts.

Vantagens:

The fact that the CRM templates are just the normal monday.com workflow means that tasks integrate seamlessly across your workflow as you manage many concurrent projects.

Desvantagens:

It is sometimes difficult to get a full overview of all the tasks you are doing and how this interacts with others.

Neil
Founder, EUA
Software, 11 - 50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Gave me great visual insight into running my company!

5,0 há 3 anos

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

Vantagens:

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

Desvantagens:

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

Misti
Bookkeeper/Admin, EUA
Serviços financeiros, 11 - 50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Love Monday.com

5,0 há 3 anos

Comentários: 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,

Vantagens:

I love the easy of the integrations and automations

Desvantagens:

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

Roderic
director of client accounts, Canadá
E-Learning, 51 - 200 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Monday gives a full picture of our pipeline1

5,0 há 3 anos

Comentários: 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.

Vantagens:

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

Desvantagens:

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.

Eudys Rafael
Eudys Rafael
Sales clerk, EUA
Usuário do LinkedIn Verificado
Entretenimento, 2 - 10 funcionários
Usou o software para: Avaliação gratuita
Fonte da avaliação

A total success in sales management.

5,0 ano passado

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

Vantagens:

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

Desvantagens:

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.

Yoraima
Yoraima
Sales executive, EUA
Usuário do LinkedIn Verificado
Serviços ao consumidor, 2 - 10 funcionários
Usou o software para: Avaliação gratuita
Fonte da avaliação

A successful experience for my business.

5,0 ano passado

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Princess Terana Caram
Freelancer, Filipinas
Software, Profissional autônomo
Usou o software para: 6 a 12 meses
Fonte da avaliação

simple and easy to use

4,0 há 2 anos

Comentários: Overall, the problems I solved are the organizing and tracking. I realized the benefit of lead management and storing contacts. I like how this software makes my complex task easier.

Vantagens:

The most impactful features are the lead management, lead capturing and customer onboarding. It is so easy to use based on my own experience. When I integrated it to my business, it runs smoothly.

Desvantagens:

I like all the features but what I like least is the forms. I think it needs a little bit more options. In my case, I sometimes use it but sometimes I don't. I just prefer printed forms and personal transactions. I'm learning to utilize it though and so far, I'm liking it.

Jenneez Earl
IT Manager, Filipinas
Publicidade e marketing, 201 - 500 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Fantastic and very reliable!

5,0 há 2 anos

Vantagens:

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

Desvantagens:

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

Alejandro
Alejandro
Bachelor of Digital Marketing, México
Usuário do LinkedIn Verificado
Publicidade e marketing, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

monday.com is amazing

5,0 há 3 anos

Comentários: Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive. Helps team members quickly analyze the tasks they need to work on, workflows are based on collaboration needs across departments. It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.

Vantagens:

This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers. Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management. -Optimize my daily and weekly team meetings -Track the completion of the project in real time. -Collaboration and project management with people outside my company.

Desvantagens:

I love the web version, but I have problems with the Android application, it is super slow, it does not finish loading the information and when it loads, it uses a lot of data. Simply put, the smartphone app is not working.

Cath
Cath
Chief Commercial Officer, Austrália
Usuário do LinkedIn Verificado
Serviços financeiros, 11 - 50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

How to improve your bottom line with Monday.com

5,0 há 3 anos

Comentários: Monday.com allowed many of our processes to be automated, created an improved collaborative approach and ability to easily report on key business risks, revenue , projects and opportunities.

Vantagens:

Monday.com is a very easy to use platform with prebuilt templates to help get you started. Once you have your basics sorted, the opportunities to create greater efficiencies in your business are endless.

Desvantagens:

Email formatting is still on the to do list for improvement with limited options. There are work arounds but looking forward to the editing tools in email being expanded.

Rick
Rick
Training and Systems Manager, EUA
Usuário do LinkedIn Verificado
Emprego e contratação, 11 - 50 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Affordable, All-in-One Tracking for a Small Staffing Business

5,0 há 3 anos

Vantagens:

I researched similar products and chose to implement Monday.com for three main reasons: First, it offers a wide range of templates which provide useful starting points for my minor customizations. Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these. At a glance, the colors show me where my project is at any given time!

Desvantagens:

I've only really scratched the surface of the full power of Monday.com. I'm able to start using it for Customer Resource Management and I'm looking forward to seeing how it performs with sales pipelines and forecasting. In short, everything I've used to support my business workflow has been right on target!

Edward
Project Manager, GB
Alimentação e bebidas, 11 - 50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Edward Martin - Taylor Mammon

2,0 há 3 anos

Comentários: tedious but effective at reminding me to contact clients, more context to my calls would be ideal.

Vantagens:

Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great.

Desvantagens:

the application can be slow sometimes, having multiple boards open at the same time would be key

Resposta do monday.com

há 3 anos

Hi there. Thanks so much for taking time to leave a review and for providing us with your feedback.

Dennis
Sales Manager, EUA
Defesa e aeroespacial, 51 - 200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Monday.com 2+ Year user

4,0 há 3 anos

Comentários: Overall positive experience. I brought it from my previous company and sold my new team on the benefits.

Vantagens:

Easy to learn and roll-out to team. Very short learning curve. - and the phone app works very similarly to the desktop version.

Desvantagens:

multi column uploads from xls to existing Boards. Ability to setup a general email account like [email protected]