monday.com vs. OnePageCRM

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

It's hard to be helpful here: we use OnePage in such a limited way that I'm certain some of the higher level features would really help other organizations, it's just that our activity flow isn't based here. We use our help-desk ("Freshdesk") for the majority of our customer communication, and in fact don't manually communicate from OnePage directly.

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

• OnePage pulls in emails very well and clearly displays them when you click on each contact.
• Tracking data. It is great to track the number of calls, emails, deals won/lost, etc.
• Lead importing is hassle-free.

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

• OnePage does not show an overall "life of the lead" in one place. While it tracks everything, it can be difficult to get a broad overview/timeline of all communication.

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

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

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 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

OnePage is not as robust when compared to SharpSpring. SharpSpring is better with email marketing, lead scoring, social media management, etc. OnePage is better for the sales team, but for our fulfillment team, Asana works better because of the ability to create sub-tasks and projects.

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

• 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

• The thing is, GTD seems to work well for me and ensures that I don't forget to follow up which is the number one failure in sales prospecting. So, the ROI is obviously good.

Incentivized