G2 reviewers report that monday CRM excels in scalability, allowing teams to grow seamlessly. Users appreciate how it lets them add more users and pipelines without disrupting existing workflows, making it a strong choice for businesses anticipating growth.
Users say Apptivo stands out for its flexibility and customization. Many find it beneficial for managing diverse business needs, as it integrates CRM, project management, and invoicing into one platform, which can save time and effort.
Reviewers mention that monday CRM is particularly beginner-friendly, with an intuitive setup process. Users highlight the ease of getting started, which is a significant advantage for teams new to CRM systems.
According to verified reviews, Apptivo's customer support receives high praise, with users noting that real people, not AI, are available to assist. This personal touch in support can make a significant difference for users needing help navigating the platform.
G2 reviewers indicate that monday CRM offers robust automation features, which help users create tasks and reminders automatically. This functionality is particularly appreciated for keeping deals on track without the need for constant manual check-ins.
Users report that while Apptivo has a strong support system, it sometimes struggles with configuration challenges for specific workflows. This can be a drawback for users who require a more tailored approach to their CRM needs.
Apptivo works with FireFox, Chrome, Safari and Internet Explorer. We strive hard to keep up with browser releases, but there is generally a lag between a new...Read more
How do I restrict the Apps that each employee can access?
1 Comment
Official Response from Apptivo
There is a ‘Roles’ section in the employee definition/maintenance page. You can assign the appropriate roles for each employee, which will ensure they have...Read more
How secure is my data?
1 Comment
Official Response from Apptivo
We are an SSAE16 certified organization which employs several levels of security to ensure that your data is safe and secure:
Communication Layer
All the...Read more
Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management...Read more
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