15 ans à aider les entreprises canadiennes
à choisir le meilleur logiciel

En savoir plus sur monday sales CRM

Idéal pour les petites et moyennes entreprises, monday sales CRM est un CRM sans code entièrement personnalisable qui centralise vos ventes et votre communication avec les clients.

En savoir plus sur monday sales CRM

Avantages :

Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI.

Inconvénients :

Hard to prioritise jobs. Hard to get a sense of everything not done for one contact.

monday sales CRM - Notes

Note moyenne

Simplicité d’utilisation
4,7
Service client
4,7
Fonctionnalités
4,5
Rapport qualité-prix
4,6

Probabilité de recommander le produit

9,0/10

monday sales CRM a reçu une note globale de 4,7 étoiles sur 5 d'après 384 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (384)

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Marketing et publicité, Travailleur autonome
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Monday Sales CRM : un logiciel simple d'utilisation pour une gestion commerciale réussie

5,0 il y a 8 mois

Commentaires : De façon générale, Monday CRM est un outil de marketing automation adapté au suivi de la gestion de projet et au suivi après-vente. Je le recommande vivement aux TPE et PME.

Avantages :

Monday vous offre un CRM personnalisable, simple d'utilisation autant pour les novices que pour les commerciaux. J'apprécie énormément la flexibilité de l'outil et sa capacité à faciliter le suivi des tâches. Cela m'a permis non seulement d'adapter ses fonctionnalités aux besoins de mes clients, mais aussi de garder un œil sur les différents processus au sein de leur entreprise.

Inconvénients :

Je pense que Monday pourrait davantage optimiser l'expérience d'utilisateur. Même si le logiciel est facile à prendre en main, sa configuration n'est pas des plus simples.

Julien
Chargé de communication numérique (France)
Administration publique, 1 001–5 000 employés
Temps d'utilisation du logiciel : Version d’essai gratuite
Source de l'avis

Une interface exemplaire

5,0 le mois dernier Nouveau

Avantages :

C'est hyper agréable de travailler sur cette solution : l'ergonomie est bien pensée, l'interface est très belle : ce qui en résulte une prise en main simplifiée pour tous, même ceux qui ne sont pas habitué des CRM

Inconvénients :

L'offre basic est trop limitée, ce qui oblige tout de suite à prendre un forfait plus cher et c'est là que le bas blesse : si plus de 4-5 personnes doivent utiliser le CRM on se retrouve très vite avec un cout non négligeable... On aurait aimé un effort sur le prix pour conserver cette solution

Mehdi
Consultant (France)
Conseil en gestion, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Magnifique

5,0 l’année dernière

Avantages :

Avec Monday sales CRM je peux gérer les clients et les activités facilement

Inconvénients :

Je ne trouve pas des points faibles dans le logiciel

Yoran
Commercial (France)
Logiciels, 2–10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Super CRM

4,0 l’année dernière

Commentaires : J’utilise ce CRM tous les jours, il est génial et m’aide dans la gestion de mon porte feuille client, à la hauteur de mes attentes

Avantages :

Vue sur l’ensemble du pipeline de prospection et vente excellente

Inconvénients :

Campagne marketing peut être améliorer !

Serge Isidore
Serge Isidore
sales manager (Bénin)
Utilisateur LinkedIn vérifié
Construction de matériel ferroviaire, 11–50 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Logiciel très intéressant

4,0 il y a 10 mois

Avantages :

Monday Sales CRM c'est un logiciel très intéressant pour la gestion des prospects et qui caractérise beaucoup de choses dans les entreprises . Ça m'a tellement aidé pour la gestion des ventes . Je le recommande vivement aux autres . Et également des fonctionnalités incroyables . J'apprécie énormément

Inconvénients :

Monday Sales CRM , un logiciel que j'apprécie beaucoup et ce que j'utilise aujourd'hui pour la prospection . Mais ça manque un d'efficacité du service d'assistance . J'espère qu'il vont régler ce problème vite pour le meilleur de ce logiciel .

Zac
Zac
President / CEO (É.-U.)
Utilisateur LinkedIn vérifié
Mode et vêtements, 2–10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

A great all-in-one CRM and project planning software.

5,0 il y a 2 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : Salesforce Sales Cloud et Asana

Pourquoi passer à monday sales CRM : Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.

Amanda
Amanda
Human Resources Generalist (É.-U.)
Utilisateur LinkedIn vérifié
Hôpitaux et soins de santé, 10 000+ employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

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

4,0 il y a 7 mois

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Marketing et publicité, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Outstanding CRM/PM tool for matrix organisations

5,0 il y a 2 semaines Nouveau

Commentaires : Excellent
Its a great tool to make your PM and AI driven work

Avantages :

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

Inconvénients :

1. Expensive a bit 2. Turn around time for support is 3-5 days

Dana
CRM Consultant (R.-U.)
Hôtellerie, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

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

2,0 il y a 2 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : Zoho CRM et HubSpot CRM

Pourquoi passer à monday sales CRM : We loved the designs and easy ways to communicate and collaborate work together.

Greg
Greg
Operations Manager (Canada)
Utilisateur LinkedIn vérifié
Construction, 51–200 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

User friendly CRM and Project Management Tool

5,0 il y a 2 ans

Avantages :

Monday.com has a easy intuitive set up process that has good flexibility to modify as required.

Inconvénients :

Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.

Alternatives envisagées : Salesforce Sales Cloud

Pourquoi choisir monday sales CRM : We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Logiciel antérieur : Procore

Pourquoi passer à monday sales CRM : We started Monday.com as a free trail and be the end of the month had it 75% integrated with our needs and we strayed with it.

Samuel
Samuel
Founder (Canada)
Utilisateur LinkedIn vérifié
Marketing et publicité, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Would recommend to manage everything

5,0 il y a 3 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : Workzone, Trello et ClickUp

Pourquoi passer à monday sales CRM : Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!

Sam
Sam
Broker Associate (É.-U.)
Utilisateur LinkedIn vérifié
Immobilier, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Monday is great for Real Estate CRM

5,0 il y a 2 ans

Commentaires : I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.

Avantages :

Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.

Inconvénients :

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 (Philippines)
Services et technologies de l'information, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

I love using monday Sales CRM!

5,0 il y a 7 mois

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

Avantages :

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

Inconvénients :

Data import could be improved especially bulk imports

Alternatives envisagées : Salesforce Sales Cloud et Zendesk Sell

Pourquoi passer à monday sales CRM : We can relate it to our internal monday.com work management and we can easily switch when needed

Kory
Kory
Sales Manager (É.-U.)
Utilisateur LinkedIn vérifié
Marketing et publicité, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Monday.com is a Great Tool for Several Needs

5,0 il y a 4 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Alternatives envisagées : Trello

Pourquoi passer à monday sales CRM : Price, functionality and the User Interface (UI)

Seejal
Sr Systems Engineer (Pays-Bas)
Biotechnologie, 10 000+ employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Best one to have for a business analyst

4,0 il y a 2 mois Nouveau

Avantages :

Ease of use. Quick resolution from support team. Loads of features.

Inconvénients :

Pricing is on the higher side. Duplicate data are a concern.

Caitlin
Reservations Manager (É.-U.)
Loisirs, voyage et tourisme, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

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

4,0 il y a 3 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : Trello

Pourquoi passer à monday sales CRM : I like both but I think Monday offered more flexibility in making this tool work for our particular business and also integrated well with some other apps that we use like Slack.

Graham
Director (Australie)
Aviation et industrie aéronautique, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Monday.com for engineering

4,0 il y a 2 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

It is sometimes difficult to get a full overview of all the tasks you are doing and how this interacts with others.

Alternatives envisagées : Trello et Asana

Pourquoi choisir monday sales CRM : Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Logiciel antérieur : Trello

Pourquoi passer à monday sales CRM : Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Gennaro
Head of Sales (É.-U.)
Services financiers, 51–200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Monday.com Review

4,0 il y a 2 ans

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

Avantages :

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.

Inconvénients :

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 (É.-U.)
Immobilier, 1 001–5 000 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

This is the professional software you have been looking for!

5,0 il y a 2 ans

Commentaires : 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!

Avantages :

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!

Inconvénients :

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 (É.-U.)
Services et technologies de l'information, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Super easy to use and customize

5,0 il y a 2 ans

Commentaires : makes our operations run smoother

Avantages :

Ease of set up and ease of learning curve

Inconvénients :

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

Alternatives envisagées : Zoho CRM

Pourquoi choisir monday sales CRM : needed something simpler and easier to use and configure

Logiciel antérieur : Salesforce Service Cloud

Pourquoi passer à monday sales CRM : faster set up

Daichi
Business Development Manager (Indonésie)
Conseil en gestion, 51–200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

The solution of our company looking for

5,0 il y a 2 ans

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Colleen
Vice President (É.-U.)
Marketing et publicité, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Excellent Project Management Tool!

5,0 il y a 7 ans

Commentaires : We desperately needed an easy to use, easy to update project management tool in our App Development company. The Sales Dept. would get calls from clients asking, "how's our app coming," and they had to e-mail the Tech Dept, wait for a response and then call the Customer back. Now, the Sales Dept. can see exactly what stage of Development the client's app or website is in and tell the customer right then and there. No wasted time e-mailing or returning phone calls.
Also, the Tech Dept. can see what the Sales Dept. has in the pipeline so they can predict what's coming in.
It has also helped us streamline processes for each Dept. The whole entire sales process can be mapped out with every step start to finish, with the final step being customer survey sent. You never forget to do any step any more! You can also customize your responses for each step along the way such as "Done" or "In Progress" or "Waiting For Client", etc. The customer service with monday.com is excellent. That's a big deal to me. I don't want to hunt and peck around the internet trying to find chat groups or how to contact support. When you ask a question you get a response within a short period of time. The software is pretty intuitive but there are support tools to learn tips and tricks.

Avantages :

Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open. I like that you can discuss clients back and forth between team members.

Inconvénients :

Right now I can't think of anything. Perhaps there are glitches or design features that more advanced users might appreciate but for our needs it works exactly as we need it to.

Michael
Director (R.-U.)
Gestion de l'enseignement, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Monday.com USer reveiw

4,0 il y a 2 ans

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

Avantages :

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

Inconvénients :

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

Alternatives envisagées : Salesforce Service Cloud et Pipedrive

Pourquoi choisir monday sales CRM : The price and ease of use.

Logiciel antérieur : HubSpot Marketing Hub

Daniel
Publishing Manager (É.-U.)
Gestion d'organisme à but non lucratif, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

My life is in Monday.com

5,0 il y a 2 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Alternatives envisagées : Airtable

Keri
Keri
Systems Manager (É.-U.)
Utilisateur LinkedIn vérifié
Marketing et publicité, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Monday.Com simplifies our business and streamlines our communication.

5,0 il y a 2 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.