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.

However, it is costly since it does not work properly as often as it should. We do not use some of the features due to the inconvenient nature.

They really tried, but they just have a bad software, and have grown too fast that their software is literally breaking because it can't handle their users.

Easy to use, easy to change settings settings customize, customers love the quick responses from us.

A few years back, Weave functioned well. The integration with Dentrix was a wonderful tool for the staff to have.

It was an easy setup, but the best part is its functionality. Showing our patients and information on the screen when they call is very helpful, but the recording of calls and messages is outstanding.

Software is really easy to use. I love the mobile app - great when office is closed for special events.

Implementation was disorganized and out of order, one onboarder didn't know what the other onboarder had covered.

Basically, all they can say is you screwed, you owe us money, and sorry but you can cancel...after 30 days.

Great experience, great to be able to access all systems from the app and great to have the phones so integrated with our software. Makes patient communication very efficient and more personalized.

Weave has been great to work with. The chat service isn't always to quickest way to get help, but I've always received the help I'm looking for.

Seamless integration of telephone and texting with easy recall and reminders.

Not the service itself, but the communication. They are all very great and helpful but sometimes it takes them a while to get back to you.

If it can block spam calls, as it kind of interrupt our busy time / schedule to answer these annoying calls.

Get Weave was very responsive and great value for the cost. Something has happened with the availability of getting ad agent to answer your call/inquiry/problem.

I love how easy the product is to use and navigate between patients.

Good, we love the features and functionality. We use it everyday and our practice has greatly benefited from it.

The app for both desktop and mobile is very user friendly. It makes communicating with patients easy and thorough through text - and we have LOTS of patients who love that we have that ability.

The tremendous value, basically the same price as our old phone service provider. The weave team is constantly offering new features as well.

This patient communication platform has been so great and we are pleased with the results.

They are always looking for ways to improve services. Customer service is always very friendly and quick to help with any issues that we have.

I loved using Weave when I filled in at an office that used it and have recommended it to my current office. It just made confirming and even rescheduling appointments easy.

It helps put the clients to the right people. Text reminder feature is awesome.

In three weeks our phones have been out 5 times. The features will not work and the customer support is horrible.

Ease of use, love the texting with patients, makes it very easy to communicate.

They fixed the con feature that I hated, so I have none now.

Bad customer service, bad product support, bad integration.

When there is a problem that needs to be address it should be handled not leave a email and someone might get back to you.

We have had a great experience with Weave and even without the integration with our EMR I have noticed benefits to our practice. The ease in texting and communicating with patients is very convenient.

It makes communicating with patients super easy. I love being able to text with patients, and they seem to like it as well.

Extremely reliable and gathers information quickly to send reminders. The in-office chat option is extremely helpful in communicating information discreetly.

Sadly, these fixed issues are seemingly only temporary, as some problem occurs at a random time in the future, despite not changing ANYTHING in settings or calling customer support.

We love Weave, it is great for texting, reminders and payments. We also like that there is now faxing available and the new features they are releasing look amazing.

For us, the ability to communicate with our patients via text is priceless. There is not a feature of Weave that we use that we have any issues with.

We have used it at our practice for about 3 months now and love it. Customer service is great and the value for what they provide is outstanding.

We don't use all of the options that Weave offers but the text messaging and review management alone is worth the money. We constantly get compliments from our patients on the texting ability.

The integration of a phone system and business text is great. The fact that it integrates with our practice management software and allows us to send reminders and mass texts to patients is fantastic.

Awesome!!! Customer service is great and responds quickly. I love love love this app.

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

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

Weave is the all-in-one customer communication and engagement platform for small- and medium-sized businesses. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been named a G2 leader in Patient Engagement, Optometry, Dental Practice Management and Patient Relationship Management software.

Product Highlights:

•  Weave helps small businesses view pertinent customer information like name, phone number, upcoming appointments, past due balances, and family members as soon as they call in. 

•  Weave lets small businesses send fully customizable and automated appointment reminders, recall reminders and review reminders via text or email. 

•  Weave lets small businesses send text reminders with secure pay links to their customers as an easy and convenient payment option. 

•  Weave lets small businesses send digital forms to their customers that they can fill out before their appointment. 
Weave provides small businesses with an integrated online scheduling tool that their customers can use to schedule appointments without having to call in or send a text. 

•  The application allows users to streamline call recording, tracking, and forwarding operations on a unified platform.

•  Customer care teams can use the application to manage voicemail greetings and phone tree menus, even from remote locations.

•Businesses can utilize Weave’s email marketing solution to send promotional messages and newsletters via email and communicate critical updates related to opening, temporarily closing, or re-opening stores at a new location.

monday sales CRM vs Weave

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