Kartra vs. monday marketer

Kartra is a great platform for a service-based business that needs a moderate cost solution and one-stop shop for their business needs. Kartra has a marketplace of professionals that can train and or get your services set up in the system. The access to Kartra experts is valuable since the platform does have a bit of a learning curve and is not user-friendly when just starting out.

Incentivized

I think monday marketer is well suited to every organization, as it helps to track the current status of work/assignments, and helps lower down the chain of email communications for work status notifications, less use of Excel and other tools as we get all WBS like features at one place. monday marketer isn't suitable for you if you want to transfer your Excel project data which uses macros or complex formulas for any data items/columns.

Incentivized

• Email Marketing
• Sales Pages
• CRM
• Payment processor

Incentivized

• Tool with a very dynamic interface
• The way monday.com notifies you when we have a message is very useful, everything is saved so we can look at it at any time.
• The monday.com autosave offers greater peace of mind when working with cards.
• Monday.com is a very well developed tool, with a modern design.

Incentivized

• Training and onboarding
• Customer Service
• Initial set up

Incentivized

• Importing Excel docs can sometimes be a struggle
• Notifications are not consolidated. So if a teammate makes a new board and assigns me to a bunch of items, I get an individual notification of every single one
• I like sub-items, but they aren’t always necessary so making them unremovable isn’t great

Incentivized

It is an easy platform to learn for new members joining the team. The useability of monday.com makes it easier to onboard stakeholders and team members, to make project management easier for everyone. Automation also makes common tasks easier by eliminating the need to focus on doing repetitive things over and over and over again.

Incentivized

I gave a 10, however, I have never needed to reach out to their support. I prefer self-led training, so if I ever ran into an issue, I was able to find a solution immediately in their knowledge base. It's insane how they have created a product-led software that really doesn't require direct support or implementation help. It's just easy. That being said, I can appreciate that there is direct support on hand if needed

Incentivized

I switched from Teachable to Karta. Teachable was at a lower price point but I found it harder to use and didn't provide all of the features the Kartra offers. I also experienced holding on to funds for a long period of time after a transaction has been completed. I'm happy that I switched.

Incentivized

We've used Microsoft Excel for the management of our marketing initiatives in the past. Microsoft provides basic collaboration features and allows us to visualize data as we needed, but it was not a true task management system that was important for all parts of our marketing processes. monday marketer allowed us capabilities such as assigning items, setting up automated notifications based on status changes to notify business stakeholders, keeping track of correspondence for each component, and more. It was an easy selection for us.

Incentivized

• Great return on investment because you are able to get rid of many of the other programs you may be using.
• Access to Kartra experts to get you up to speed on how to use the platform is a great value added within the Kartra marketplace. You can also add your services to the marketplace.
• The CRM within Karta is top-notch. Allowing you to segment and tag your clients based on your own criteria.

Incentivized

• It has saved our team a lot of time. It allows our Creatives to quickly see what projects should be on their priority list, as well as where the other elements of each project are at.
• The update feature allows our team to have focused communication regarding different tasks. It's easy to tag in team members and ask questions, provide links to finished assets, etc.
• Before I joined the team, they were debating whether this software was the right choice and thinking about switching. When I joined the team, I really owned monday.com and got to learn the software. I figured out ways to make my team's boards more efficient and useful, which has in turn greatly increased the employee adoption of this software. There are now best practices and processes in place regarding this platform which has made it easier for everyone - we all want to keep monday.com now!

Incentivized