There are some little things missing in CoManage v2. The tags and personalisation of the status, for instance.

The overview and the ease of use. Invoices look very neat and professional and you get a good idea about your revenue over the months and quarters.

User friendly interface and a wonderful support.

There are some things that will be changed in the future things that i miss but not so much.

We use it as our main invoice programe, it's easy to use, costumer service is great and they change often for the better. We love it and it makes things so much easier.

In every way an amazing invoice program, for a great price.

It is easy to use, has a clean and intuitive interface and great support. The free trial is great for a starting business and convinced me of becoming a paying customer.

I've been working with this software for many years now, and I'm very pleased with the ease of use.

Easy to use, well structured, excellent customer service, practical, not too expensive, efficient, quick.

It provides a good overview of all the ongoing or finalised projects. I can write and send 5 different invoices faster than making a sandwich.

It is quite easy to use and the language is very accessible.

I have saved a lot of time and I love that everything is in the cloud.

Easy menu's and a fun way to make my bills. I haven't used the other tools yet but I'm very curious and exited to get started with them.

I'm missing a mobile version. It should be ready in the next major update, so I'm anxiously waiting.

Hard to say, maybe that our accountant is not working with CoManage, so we could see our cash flow in real time.

I have had one time that there was an error with an invoice, so I was left with an empty invoice because I couldn't remove it anymore.

The integration has been very good of the tool with Hubspot and it comes at a very decent price.

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.

Integrations with outlook sometimes do not work for a couple days with no apparent reasons. After a couple days it will work again.

It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.

Monday is easy to organize and understand, with customization options that enable different teams to track their progress.

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.

The main business we solved on monday.com is the CRM. Because in a travel agency business, customer service is a key to success.

Love the combination of features on Monday.com.

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.

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.

Before we used an old fashioned T Card set up, writing all our projects onto little bits of paper, sadly paper goes missing and clients end up unhappy.

Forget task lists that never seem to end. Forget gaant charts that no one has the time to implement.

Great discount for start-ups. You can write email updates directly to boards.

Monday has a lot o features and is highly customizable, you can use basically for whatever you want. If you need a CRM good, if you need to track process is also an amazing tool.

We switched over to Monday.com and have LOVED the ease of use and organization.

Higher authorities saves lot of time and they concentrate on other crucial tasks where they can improve the business Profits. We found good Return on Investment by using this tool.

Monday.com was super easy to set up and get working right away. It's as basic as it gets but with all of the right tools and functionality.

The software has a very clear dashboard so it is easy to learn how to use it. Also, it is easy to edit the tasks and integrate other features like online meetings, etc.

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.).

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.

Euro

CoManage is a cloud-based business management platform that helps users streamline invoicing processes remotely through their computers. The platform provides an invoicing function that lets entrepreneurs generate professional-looking digital invoices, share them with customers or download them in PDF format.

CoManage helps streamline various invoicing processes such as updating due dates, retrieving customer data with a click and calculating the subtotal or discounts on invoices. Additionally, it also sends automated payment reminders to customers.

LongDescription

Invoice Management

Project Management

Projections

Customer Database

Data Import/Export

Contact Management

Reminders

Billing & Invoicing

Quotes/Estimates

Inventory Management

Activity Tracking

Order Management

Accounting

Project Time Tracking

Inventory Tracking

Reporting & Statistics

Time & Expense Tracking

Customizable Templates

Customizable Branding

Contact Database

Client Management

Third-Party Integrations

Task Management

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

CoManage

Live Online

Documentation

Videos

US Dollar

Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to post-sales management like client projects and client onboarding - all on one centralized platform. monday sales CRM is an ideal solution for small- to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

monday sales CRM enables sales teams to create no-code automations to significantly reduce repetitive manual work that takes time away from focusing on customers. They can capture leads from any source and centralize them in one place. As expected from any reliable CRM, they can manage their contacts’ information, track every deal's status, grow lasting customer relationships, and more. Managers get a full overview of their entire sales team's capacity and progress with no-code dashboards that they can easily build themselves. The interface is visually pleasing and incredibly intuitive to use, which makes it easier for teams and managers to adopt it. If other teams like legal, finance, IT, and marketing use monday.com Work OS, sending documents for approval and doing other important processes can be run unhindered within the platform which means more efficient work processes and cross-department collaboration.

The two-way email integration with Gmail and Outlook allows you to send and receive emails directly from monday sales CRM. In addition, you get all the relevant customer information along with every interaction you’ve had with them, all in a single view. On a customizable level, you can create email templates that autofill with your customers’ information existing in your CRM, personalize an email signature, get reminders to send emails, and automate sending response emails at the right time. And when it comes to tracking, monday sales CRM sends you a live notification when a customer opens a sent email ensuring you always keep communication flowing.

Beyond the run of the mill sales operations, monday sales CRM gives sales teams the capability to manage post-sales operations. This includes onboarding new clients, managing client projects, tracking client collection, and gaining insight into what clients need and exactly when they need it. As for managers, sales operations can be handled much more efficiently. This includes managing the sales team hiring process, speeding up the sales team onboarding process, and of course, tracking and managing sales team's goals and ensuring everyone reaches their quotas. For sales teams it includes building up sales collateral with the most up-to-date sales materials, as well as creating a library of the documents needed to close deals.

For anyone concerned about giving up the tools they already use, monday sales CRM seamlessly integrates with the tools and apps sales teams already use every day. 

Finally, when it comes to setup, it is one of the fastest in the market. In fact, there is no need for an IT expert or a developer to run the setup, it can all be done yourself. Plus there are ready-made templates available which means you can quickly get started. This doesn't just include setting up the solution but actually importing all your existing data and information in a smooth and hassle-free manner that doesn't take months. So if you're concerned about the common headache of slow and laborious implementation, you can take a breath because it doesn't get any easier than this.

Forecasting

Internal Chat Integration

Lead Capture

Customizable Reports

Document Storage

Sales Pipeline Management

Calendar/Reminder System

Pipeline Management

Customizable Fields

Activity Management

Sales Trend Analysis

Lead Generation

Email Templates

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Sales Reports

Sales Activity Management

Territory Management

Social Media Integration

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Segmentation

Calendar Sync

Interaction Tracking

Reporting/Analytics

Lead Qualification

Drag & Drop

Sales Forecasting

Campaign Management

Prioritization

Document Management

Calendar Management

Marketing Automation

Collaboration Tools

Task Scheduling

Template Management

Deal Management

Performance Metrics

Web browser (OS agnostic)

monday.com offers a free forever plan for up to 2 seats, after which pricing scales based on the number of seats, as well as functionality needed. Paid plans start at $10.00/seat/month, billed annually, for the Basic plan and include a minimum of 3 seats. Other plans are outlined below:

Basic plan: starting at $12/seat/month billed monthly
Standard plan: starting at $17/seat/month billed monthly
Pro plan: starting at $28/seat/month billed monthly
Enterprise: contact monday.com for enterprise pricing

14 days free trial, no credit card needed.
30-day money back guarantee.


CoManage vs monday sales CRM

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