Dotloop vs. monday.com

In Real Estate sales and property management, Dotloop will be your best friend. When you need clients or tenants to sign a lease or a contract, sending through dotloop is extremely easygoing and keeps everything organized pertaining to what you name the loop. I think I speak for my whole office when I say that without dotloop, our lives would be a disorderly mess, and we would find ourselves losing papers and becoming confused. Dotloop really helps our office like no other and has great support along the way!

Incentivized

Here, I will suggest that it is best to create employees, clients, or project reports. Easy to track with the dashboards. I did many integrations and developments. I can not list each of them here. I will say the best tool for management. I couldn't see criteria of unsuitable. But yes It will depend on the client's requirements. I will suggest it as very user-friendly tool for CEOs, CTOs, Managers, and company owners also for team.

Incentivized

• Dotloop's user interface is the best I've seen! It brings you exactly to where you need to read and sign.
• The security features were great and it makes it easy when the client doesn't need to create an account.
• Convenience is everything! Dotloop has made it easier than ever to complete multiple days of paperwork.

Incentivized

• Set stages for each task and assign people to those stages to move projects along
• Set up automated tasks to get assigned to people and to send out notifications to Slack as well as emails to contractors to work on a project
• Create multiple boards for projects and the ability to review tasks by date to make sure no project slips through the cracks

Incentivized

• Somewhat clunky interface that can be a little dizzying at times
• Weird login protocols (at least when I was using it), making it hard to switch from the free to paid version or vice versa
• Membership limitations that make businesses buy more subscriptions than they need, or not enough

Incentivized

• Ensuring I have set up a Private board vs public board is not clear - it would be useful to have an additional alert when creating a board as I work with sensitive information. It will eventually be used in a team based environment but while I test the boards, they needs to be private.
• Time tracking is clumsy, could be easier to record

Incentivized

Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.

Incentivized

The Brokers I've connected with that used Dotloop in the past have also had the same issue I had. Their relationship with "thousands" of MLS listing services is not true. No one took responsibility for not communicating this early on. Everyone just pointed the finger at other departments and did absolutely nothing to alleviate the situation.

To add insult to injury, the system crashes during peak usage, making it near impossible to submit offers promptly. If requested I am more than open to provide the video showing both when the system crashes and the aforementioned issue

It's straightforward to use and simple to understand. They have tutorials on different elements of the system that you can learn. The workflow there is very intuitive, drag and drop, which doesn't require a learning curve for most people. Templates that also make things more accessible can be found.

Incentivized

There have only been 2 instances in the past year where monday.com was down.

Incentivized

Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")

Incentivized

Good support but onboard training could probably be a bit better as well as documentation. But we rarely need support as the software works flawlessly once you know how to use it. Very happy with support so far and I recommend the product.

Incentivized

monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.

Incentivized

To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.

Incentivized

We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.

Incentivized

We chose Dotloop because of how user friendly and customizable the software is. Our office is ever evolving and we needed a software that can grow with us as we advance and change the way we do things. Other software we tried was limited in this and didn't allow for minor things to be changed.

Incentivized

We decided to go with monday.com because they offered a free tier for nonprofits and because they are easier to use and offered additional features that we could not find on the other choices. Hands down, there was no better choice for us than monday.com.

Incentivized

For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.

Incentivized

• Great at allowing our management to see what is going on within the office
• Great at quality and compliance with the submit for review function

Incentivized

• By using monday.com as an enablement tool for templated onboarding plans, we have been able to begin calculating the number of manager hours saved through our work (not defined yet).
• monday.com's reporting tools also allow us to more easily report on the productivity and output of our team since we keep up with all projects and subitems in monday.com.

Incentivized