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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
4,6

Probabilidade de recomendação

9,0/10

O monday CRM tem uma classificação geral de 4,7 em 5 estrelas com base em 387 avaliações de usuários no Capterra.

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Filtrar avaliações (387)

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 4 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.

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 2 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.

Amanda
Amanda
Human Resources Generalist, EUA
Usuário do LinkedIn Verificado
Hospitais e Saúde, 10 000+ funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

It is a great tool to control our sales efforts of all kinds

4,0 há 9 meses

Comentários: It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.

Vantagens:

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

Desvantagens:

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

Charleotte
Senior HR manager, EUA
Serviços e tecnologia da informação, 1 001 - 5 000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

The Ideal and Epochal CRM tool that we love.

5,0 mês passado Novo

Vantagens:

The software has a very easy to use interface. It offers us with a 14 day trial after our purchase. It is very easy to centralize all our customers communication via email. Easy to organize marketing campaigns thus improving our ROI.

Desvantagens:

For the time we have used the software no dislikes.

Dana
CRM Consultant, GB
Hotelaria, 11 - 50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

It feels like a CRM but it doesn't behave like one

2,0 há 2 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

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 2 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

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 2 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.

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 3 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.

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 2 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.

Regina Sophia
Product Lead, Filipinas
Serviços e tecnologia da informação, 51 - 200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

I love using monday Sales CRM!

5,0 há 9 meses

Comentários: Our sales reporting have become easier since we used monday.com sales crm! Our [sensitive content hidden] loved it

Vantagens:

I like that it's user friendly and that every update can be reflected to the dashboard. We don't have to create our own reports

Desvantagens:

Data import could be improved especially bulk imports

Kory
Kory
Sales Manager, EUA
Usuário do LinkedIn Verificado
Publicidade e marketing, 11 - 50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Monday.com is a Great Tool for Several Needs

5,0 há 4 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.

Caitlin
Reservations Manager, EUA
Ócio, viagens e turismo, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Helpful for making sure potential customers don't fall in the cracks

4,0 há 3 anos

Comentários: Helpful for keeping track of customers at all stages of a sale; helpful for tracking follow up emails so that I can maintain engagement with customers even after their purchase. Easy to use, visually pleasing, and with tons of customization tools that I haven't yet fully explored so I'd recommend checking out tutorials or watching demos in order to get the most out of it.

Vantagens:

I use Monday to keep track of potential and current customers at all stages of the sales process. Sometimes someone emails me with a query and I respond but I don't hear back from them. By putting the customer's information in Monday I can make a note to check in with them again later; I can keep track of how many times I've followed up with them, and it's resulted in quite a few people becoming customers who might have otherwise fallen through the cracks between I am busy and have a lot on my mind. It's also helped me identify quite a few people who never saw my correspondence because my emails got filtered as spam, which was super helpful and resulted in sales when, without this tool, I might have assumed the person simply wasn't interested in what I'm selling. I've also used this tool once someone becomes a customer to track my correspondence with them throughout the process and to make sure I follow up with them afterwards. Finally, it features a ton of integrations with other apps.

Desvantagens:

I think there is a lot this tool has to offer that I haven't yet fully explored. When I play around with it I've discovered great templates and features but sometimes I just don't have the time to explore all those options. Though the format is not very daunting I would definitely recommend taking the time to sign up for some online trainings or demos, or to use the tutorials they have that show different ways this tool can be customized.

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 2 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.

Gennaro
Head of Sales, EUA
Serviços financeiros, 51 - 200 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Monday.com Review

4,0 há 2 anos

Comentários: Great system - need a tool like this to run the business day to day.

Vantagens:

Great database for storing, easy to customize. Can be a CRM, Sales, and Client Support/Relationship Management offering all in one. Love the ability to differentiate workspaces and segregate users from seeing each certain data.

Desvantagens:

Sometimes it is buggy or slow to load and sometimes when you need to jam something in the system timing is important and could be frustrating. I would like more out of the box sales forecasting, lead gen/tracking tools. Hubspot was strong at this.

Pam
Mortgage Loan Officer, EUA
Imobiliárias, 1 001 - 5 000 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

This is the professional software you have been looking for!

5,0 há 2 anos

Comentários: 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!

Vantagens:

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!

Desvantagens:

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!

Ari
BDR, EUA
Serviços e tecnologia da informação, 11 - 50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Super easy to use and customize

5,0 há 2 anos

Comentários: makes our operations run smoother

Vantagens:

Ease of set up and ease of learning curve

Desvantagens:

nothing. The software works well and does everything we need it to do.

Daichi
Business Development Manager, Indonésia
Consultoria de gestão, 51 - 200 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

The solution of our company looking for

5,0 há 2 anos

Comentários: Since I joined the company in 2019, our sales team worked with the manual system like spreadsheet, etc. We often missed our client agreement due date because there is no platform to manage it with reminder or automation. With Monday.com we can manage our sales work perfectly, we can get a very useful notification of certain task, we can send a client satisfaction survey to our client easily.

Vantagens:

The automation and integration are very helpful. I can explore more features by using Monday.com

Desvantagens:

The desktop app sometimes got crash, so I prefer using browser version

Alana
Grants and Awards Consultant, Austrália
Redação e edição de texto, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

An all in 1 solution for businesses

4,0 há 2 anos

Vantagens:

I love that we can monitor and track our team's progress, with resource management and CRM capability we are able to house all our operational, marketing and sales needs on this one platform.

Desvantagens:

I feel a bit lost with all the features, for all the integrations I feel its a bit unclear how to set up certain integrations, eg: Integrating my emails to track conversations within CRM and to have a log of contact.

Kim
Organization & Strategy Analyst, EUA
Organização cívica e social, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

My Best Friend

5,0 há 2 anos

Comentários: I absolutely love this software and couldn't do my job without it. It has become my best friend! It remembers hundreds, probably now thousands, of little details that I would never keep in my head but are now right there at my fingertips whenever I need them. I also love that it is easy to get new team members up to speed on it because it is easy to learn to use. Thank you so much for all the great work you've done to create this product!!

Vantagens:

I loved that the set up was relatively easy and quite intuitive once I got the hang of it.I really appreciate that I was able to set it all up just how I need it, and to best suit our purpose. I'm doing outreach to hundreds of people in a critical aspect of our work and Monday serves me so well. I can so easily see what needs to be done, what is next and how well we are doing with individual aspects of the outreach. Also, it makes everything so transparent. My team can go in and see quickly and easily where we are on everything.

Desvantagens:

I don't feel like anything is missing. The automations were a bit tricky to get used to. I also find that I don't respond to the date reminders but that is my problem, not the software's!

Michael
Director, GB
Gestão da educação, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Monday.com USer reveiw

4,0 há 2 anos

Comentários: he product has solved inter company communication and CRM issues. We have been able to get on the same page together now quite easily.

Vantagens:

I like the ease of the software and the user experience. The look and feel makes it great to go to daily

Desvantagens:

The Product can be very in depth when I do not need something to be. But it is a great product.

Daniel
Publishing Manager, EUA
Gestão de organizações sem fins lucrativos, 51 - 200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

My life is in Monday.com

5,0 há 2 anos

Comentários: I started using Monday.com about 5 years ago and never looked back. The more features they add the better this platform becomes. Great support.

Vantagens:

Everything from the customer support to the ability to build API makes Monday.com my go to platform for project management and CRM as well as communication management. My co-workers laugh at how often I reference the things I track in Monday.

Desvantagens:

Conditional logic in the Form view would be helpful rather than having to use a third party app

Keri
Keri
Systems Manager, EUA
Usuário do LinkedIn Verificado
Publicidade e marketing, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Monday.Com simplifies our business and streamlines our communication.

5,0 há 2 anos

Comentários: Monday.com is my love language. It is soothing to my brain to create boards and processes in the system that I know are going to improve efficiency, communication, and customer experience.

Vantagens:

Monday is how my brain operates. It allows me to create processes, improve the efficiency of workflows, improve communication, and simplify what needs to be simplified in order for our small team to make a big impact. I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.

Desvantagens:

On large boards, we begin seeing glitches, like time tracking not immediately working properly. This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot going on. This is not enough to sway me away from monday. It's definitely outweighed by the Pros.

Michael
Head of sales, África do Sul
Química, 11 - 50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Monday.com Review

4,0 há 2 anos

Comentários: i love it, it is easy to use, easy to implement and run.

Vantagens:

The ease of implementation and use thereof, you don't need to have an IT department running it.

Desvantagens:

Need to have more video tutorials explaining features etc.... although its easy to use one can quickly get confused with the amount of boards one sets up. would be great to have a consultant actually do a full demo of the system after understanding what we want to do, to ensure we using it in all its glory

Matthew
VP of Sales, EUA
Varejistas, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Keeping on sales team on track!

5,0 há 2 anos

Comentários: Monday.com allows us to create accurate sales forecasts, track leads and client communications as well as link appropriate documentation. Love how intuitive this platform is!!

Vantagens:

This CRM is a great combination of project management and sales workspace. Highly intuitive and easy to read layouts and project timeline reminders make my days easier!!

Desvantagens:

Import mapping has given me some trouble. I wish there were visual notifications on the boards when customers respond to campaigns.