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monday CRM VS Customer Database App

Compare monday CRM VS Customer Database App and see what are their differences

monday CRM logo monday CRM

monday sales CRM is a customizable customer relationship management software for every business with support for unlimited leads and accounts and prepaid plans.

Customer Database App logo Customer Database App

Easy to use CRM software for small business
  • monday CRM Landing page
    Landing page //
    2023-08-02
  • Customer Database App Landing page
    Landing page //
    2023-01-12

Customer Database App is a free CRM system that is easy to use and set up.

Custom fields using the drag and drop editor let you choose what information you keep about your customers. Getting to the customer record has been made quick and easy from wherever you are.

Workflows/stages can be customized for each type of sales pipeline/product you have, these can be used to automate actions such as creating tasks for users, and sending emails from a template with merge fields. Stage changes with the user and date/time are included in the audit history shown on the customer record making it easy for any users to understand what has happened in the past.

Boards give an overview of your currently active sales/product pipelines, if you have multiple users you'll be able to see what each user is working on and if there have been any delays in progressing leads/customers through each stage.

The software contains many of the standard things you'd expect in a CRM including notes, a diary, tasks, document production, file attachments etc.

General setup includes user permissions, date/time formats that can be switched for your location, two-factor authentication, and choosing the colors/icons for your pipelines/stages.

Data can be imported from CSV and the API allows leads to go directly into the CRM from your website/social media.

Customer Database App

$ Details
free
Platforms
Browser Mobile Android Windows
Release Date
2022 November

monday CRM features and specs

  • Customizable Workflows
    monday CRM allows users to create tailored workflows that fit their unique business needs. This flexibility ensures that the tool adapts to various team processes rather than forcing teams to adjust to the tool.
  • User-Friendly Interface
    The platform boasts an intuitive and visually appealing interface, making it easy for new users to get onboarded quickly and understand the system's navigation.
  • Integrations
    monday CRM supports numerous integrations with other popular tools such as Slack, Zoom, Google Workspace, and more. This helps streamline workflows by connecting different platforms.
  • Collaboration Features
    The tool encourages team collaboration through features like automatic task assignments, shared boards, real-time updates, and communication tools.
  • Scalability
    The system is scalable, allowing businesses of all sizes to use monday CRM. Users can start with a basic plan and upgrade as their business grows.

Possible disadvantages of monday CRM

  • Cost
    monday CRM can be expensive, especially for small teams or startups. The pricing structure may require additional costs for advanced features, making it less accessible for businesses with tight budgets.
  • Learning Curve
    Despite its user-friendly interface, the wide range of features and customization options can present a learning curve for some users. Proper training may be required to fully leverage the tool.
  • Limited Offline Access
    monday CRM predominantly relies on internet access for its functionality. This can be a drawback for teams that require offline capabilities for their operations.
  • Customization Overhead
    While customization is a significant advantage, it can also lead to complexities and setup time. Businesses may need to invest substantial effort to configure the system to meet their specific requirements.
  • Notification Overload
    Users may experience an overwhelming number of notifications and updates if not properly configured, potentially leading to distraction or missed critical updates.

Customer Database App features and specs

  • Custom Fields
  • Custom Workflows
  • Easy Import Tool
  • Email Integration
  • Diary
  • Document Production

Analysis of monday CRM

Overall verdict

  • Overall, monday.com is a versatile and user-friendly platform that suits a wide range of business needs. It is particularly praised for its flexibility and the ability to tailor it to different workflows across various industries. However, some users might find it less ideal due to pricing or specific advanced CRM features that might be missing.

Why this product is good

  • monday.com is considered a good CRM solution by many users due to its intuitive user interface, customizable workflows, and robust integration capabilities. It provides a visual platform that helps teams collaborate efficiently and manage tasks effectively, offering features such as project management, team collaboration, and customer relationship management.

Recommended for

  • Small to medium-sized businesses
  • Teams looking for a highly customizable workflow solution
  • Organizations that benefit from visual project management tools
  • Companies that require integration with other tools and applications

monday CRM videos

monday sales CRM takes your sales to the next level

Customer Database App videos

Adding a customer and custom field setup

Category Popularity

0-100% (relative to monday CRM and Customer Database App)
CRM
97 97%
3% 3
Sales
100 100%
0% 0
CRM Platforms
0 0%
100% 100
Sales Workflow
100 100%
0% 0

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare monday CRM and Customer Database App

monday CRM Reviews

14 Best Copper CRM Alternatives to Use in 2022
monday.com keeps all your data organized and accessible from a single platform. This CRM offers powerful email marketing, reporting dashboards, pipeline management, and communication tracking. All contact data, files, notes, and communication histories are stored in a centralized location, making it easier for team members to track relevant data with ease. monday.com also...

Customer Database App Reviews

We have no reviews of Customer Database App yet.
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What are some alternatives?

When comparing monday CRM and Customer Database App, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

HubSpot CRM - Free CRM software for small businesses.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Atera - Atera is reinventing the world of IT by harnessing AI to power our all-in-one Remote Monitoring and Management (RMM), Helpdesk, Ticketing, and automations platform—streamlining organizational IT management at scale with our proprietary Action AI™.

Salesforce - CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.