monday CRM vs. Shared Contacts for Gmail

I think it's a fantastic tool for a small business or startup. It has many of the same features as other CRMs, and my favorite thing about it are the pre-built Sales Dashboards that generate your forecast, pipeline, deal value, everything you would expect to see when analyzing your sales efforts. I think the parts of it that aren't as scalable are the outbound sales efforts with email. I don't think you can set up drip campaigns or automated workflows through monday the way you can through HubSpot and Salesforce.

Incentivized

When working with several people at the same time, being able to access the full directory [with Shared Contracts for Gmail] makes things 100% easier. Provides a faster look at the company wide directory and grants access to contact whoever is needed. Now if its a company like mine; merged between two, sometimes it becomes a little complicated, due to the fact that it doesn't recognize some email domains (outlook based) and can cause problems sometimes when sending emails (you get an undeliverable email response, and sometimes the emails do get send and other they don't). And they won't pop-out as easy as a recommendation. First you would get the gmail based email and then the 'outsider' email.

Incentivized

• It is very easy to use and logical. Teams and departments can collaborate together to work as one team.
• It is very useful in automating the processes of relevant departments.
• The field names, types, and data you enter can be customized as per your organization's requirements.

Incentivized

• It has helped us save a considerable time.
• A simple way to share your connection with other Gmail users.
• It provided us with a centralized contact list that anyone could use instantaneously.
• The ability to share connections encourage you to have everyone's contact information at your fingertips without having to look them up.

Incentivized

• Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
• More color shades for groups and labels
• Keep adding new widgets for dashboards to provide an even greater overview

Incentivized

• I have been looking for a way to share our contacts within our organization for a while now. This process really improves how we were doing it within Google Sheets.
• My only negative is that it has taken so long for it to be functional within Google.

Incentivized

The CRM is like clay and as long as the user has a productive and driven mind you can supplement your organization as well as your company.

Incentivized

It was a little tricky when I first set up all of my automations and to kind of navigate my board and create it initially. So now that it's set up it's super easy to use so that's why I gave a seven in this rating.

We only ever needed to us the FAQs and quick google searches as everything we needed to do was very straightforward and intuitive to do. We found the simple and easy design and interface helped prevent having any issues. A colleague did need to reach out for help and stated that it was quick and useful

Incentivized

It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.

Incentivized

I personally perfer monday's interface to Asana's, although they are both very similar in concept. I also feel that monday is better suited for cross-functional project management, which is something necessary to the way Dr. Squatch operates. Asana may be better suited to companies who have smaller teams and a simpler scope of project management, but for a company with the complexity of ours, monday's customizable features and ease of visibility was the better suited platform for our needs.

Incentivized

Shared Contacts for Gmail is amazing to use when you need a lot of contact information on the go. If there's a medium level organization that needs a contact network that is easily accessible for remote work. I wouldn't recommend this for organizations whos works are based on leads and immediate revenue.

Incentivized

• Better convertion rates, decreasing marketing overall costs to close new oportunities
• Decreasing the sales team cost, because people are more productive and you can get more results with less people
• Increasing the business growth rate, by helping focusing on growth and not only on sales

Incentivized

• Ease of contacts syncing across various device types helped minimize the tech support calls into our helpdesk
• Easy to use/self-help tutorials helped minimize the need to train end users
• Helped standardize the platform for the targeted business units