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.

YetiForce works perfectly and I have never had any big issues. They seem to make it better and better with each new release.

If your business is small like mine, you can slim it down to suit your needs. Highly customizable with a very large and supportive community.

Totally, it's an excellent web application that might be used by anyone in different disciplines such as end-user, administrator, and developer.

What I like about Yetiforce, is that although it is a free download tool, it is very complete and intuitive.

There is no usermanual at this moment, and the PDF module is not that extended. Sometimes it's hard to upgrade the system to a new version.

Feature rich, easy to customize, ability to create your own modules, fast loading (no shaky screen transitions like my old vtiger used to do), superbly integrated with components such as Roundcube.

It is a decent application that requires no subscription or license fees. I would recommend it to everyone who is looking for a reliable open source CRM.

It's open source and built with PHP and Mysql, so can easily setup on your on localhost or your remote server, and any other platforms that supports Apache.

It's fast even when you are handling huge database. Moreover, it is clear and coherent and for the above mentioned reasons it has been a great support for us.

YetiForce is an all-in-one solution and still remains free. When I first found YetiForce I wasn't sure how good a free CRM can be judging from my previous experience but I was pleasantly surprised.

It's very user friendly and easy to navigate, you can customize pretty much anything you want. You get exactly what they promise - a complete and fully functional system for free.

This is really amazing crm, what make better job on my company! easy to install, easy to use and with great community.

It is easy to set up and use,  nice GUI, excellent and elastic support. They can implement custom module for You.

There is no complete manual guide, only depends on issues posted on github.

It increased efficiency for accounting and project related processes, and saved us a significant amount of money.

Offline installation, safe code, many many many features (you're good when you use 10% of them), nice responsive interface, e-mail integration, customization, ease of maintenance and backup.

Strange to have a GDPR module for Europe but no EU currency.

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.

LongDescription

Forecasting

Internal Chat Integration

Lead Capture

Customizable Reports

Document Storage

Activity Tracking

Sales Pipeline Management

Calendar/Reminder System

Projections

Pipeline Management

Customer Database

Customizable Fields

Activity Management

Sales Trend Analysis

Data Import/Export

Lead Generation

Email Templates

Contact Management

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

Reporting & Statistics

Segmentation

Reminders

Customizable Templates

Calendar Sync

Interaction Tracking

Reporting/Analytics

Contact Database

Lead Qualification

Quotes/Estimates

Drag & Drop

Third-Party Integrations

Task Management

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.


Email/Help Desk

FAQs/Forum

Knowledge Base

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

monday sales CRM

In Person

Live Online

Webinars

Documentation

Videos

YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large businesses across various industries. The platform helps users manage their interactions with existing and potential customers. Key features include task and territory management, email marketing, lead management and scoring and internal-chat integration.


YetiForce allows administrators to customize their dashboard to show modules such as time control, calendars, tickets and leads. Administrators can also change the visibility of specific widgets for different users and add custom widgets with filters.


Yetiforce features a built-in email module that helps users send and receive mail directly. Users can also link emails to contacts, leads, accounts, partners, competitors and various processes and sub-processes.


YetiForce can either be deployed on-premise or hosted in the cloud. Support is offered via phone, email and online FAQs.



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