monday sales CRM vs Agendize

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Our analysts compared monday sales CRM vs Agendize based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.

It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.

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Agendize is a versatile appointment scheduling and customer engagement platform used by businesses across various industries. It offers a range of key features, including robust appointment scheduling, multi-channel integration, and automation, which streamline operations and enhance customer experiences. Users appreciate its user-friendly interface and customization options, along with responsive customer support. Agendize is known for its cost-efficiency and mobile accessibility, making it accessible to a broad user base. Users believe that Agendize holds its own against similar products, citing its strengths in appointment scheduling and multi-channel integration. However, some note limitations in terms of customization and pricing when compared to other offerings in the market.

Pros
  • Efficient Scheduling
  • Detailed Analytics
  • Client Management
Cons
  • Limited Customization
  • Integration Challenges
  • Lack of Advanced Features
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$12/User, Monthly, Freemium
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Tailored to your specific needs
$25 Monthly
Get a free price quote
Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
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Android
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Cloud
On-Premise
Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
  • No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
  • Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
  • Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
  • Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.
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  • Optimized Customer Experience: Process customer requests efficiently 24/7 via a user-friendly online engagement tool. Generate bookings even after regular business hours and ensure better responsiveness. Implement the customizable platform on social media pages and websites. 
  • Enhanced Engagement: Offer a feedback option to follow a customer-centric approach. Post-appointment satisfaction surveys help teams receive customer feedback and boost engagement. 
  • Increased Conversion Rate: Convert more customers by putting opportunities to interact with the business easily within their reach. Create mobile responsive booking sites using business data and add them to Facebook pages, Google My Business, directory pages, websites, email campaigns, listings and more. Install, customize and deploy customer engagement buttons on websites as needed. 
  • Efficient Partner Console: Manage and review client accounts, determine how information is collected, access valuable insights and choose which features to offer using white-label customization through the console. 
  • Dedicated Support: Implementation support is offered throughout all the stages including custom domain installation, server migration and mobile app or store locator creation. 
  • Vast Integrations: Integrates with a wide range of platforms including Facebook, Google Analytics, Zoho CRM, Salesforce, Zapier, Outlook, Office 365, Mailchimp, PayPal and more. 
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  • Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities. 
  • Email: Manage email communications within the system by syncing with Gmail and Outlook.  
    •  Set up automated alerts to receive notifications when a prospect opens or replies to emails.  
    •  Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information. 
    •  Automatically save all emails as drafts to prevent data loss. 
  • Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee. 
  • Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system. 
  • Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
    •  Set up automated reminders for upcoming deadlines.  
    •  Automatically route leads to the right sales rep. 
    •  Instantly receive notifications after task completion. 
    •  Automatically send emails on the due date. 
  • Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub. 
  • Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space. 
    •  Communicate directly on files and tasks to speed up work and avoid constant back and forth. 
    •  Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.  
    •  Secure data by setting up user access and permissions. 
    •  Automate project workflows to keep everyone in the loop. 
    •  Plan projects and centralize communication via kanban boards and Gantt charts. 
  • Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results. 
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  • Online Appointment Scheduling: Avoid losing opportunities by providing easy-to-locate information on engagement tools and websites. Customize appointments by offering various services, manage multiple requests at once and connect visitors to professionals’ availability in real time. 
  • Reporting: Glean data-driven insights about customer behavior, measure team productivity and customize reports to view the most relevant information. 
  • CRM and Marketing: Store contact information and activities such as received calls, booked appointments and sent messages in a central repository. 
  • Mobile App: Available on Android and iOS, the app helps receive automatic reminders and chats from website visitors. 
  • Queuing Management System: Customers can fill in a digital queuing form with their contact details. This enables the service reps to determine which customers need to be served and when. 
  • Save and Share: Website visitors can save contact and event information through text message or email, and find crucial business data on-demand. 
  • Dynamic Form Builder: Add, remove and customize form fields in real time without technical help, eliminating the need to reinstall form codes. 
  • Click-to-Call: Personalize audio messages and save conversations with clients to ensure a satisfactory experience for them. 
  • Live Chat: Track page visits and make answers contextualized and useful. Prevent premature website exits and reduce bounce rates. Can also access interaction history from within the chat console. 
  • Call Tracking: Measure marketing campaign performance by tracking call origins. Understand what factors drive calls by monitoring and analyzing incoming call origins to acquire more customers. 
  • API: The apps can interact directly, increasing functionality, ensuring flexibility and scalability, and making deployment management efficient. Automate account management, customize widgets as per brand requirements and extract data to customize reporting. 
  • White-Label: Customize the product with a brand, logo, colors and identity. Set up custom CSS within the platform to offer a simplified user interface and preset templates. 
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Product Ranking

#54

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#308

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Analyst Rating Summary

79
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

monday sales CRM
Agendize
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 82 69 100 80 75 57 78 0 84 100 83 59 75 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 1296 reviews
Excellent User Sentiment 6 reviews
92%
of users recommend this product

monday sales CRM has a 'excellent' User Satisfaction Rating of 92% when considering 1296 user reviews from 4 recognized software review sites.

100%
of users recommend this product

Agendize has a 'excellent' User Satisfaction Rating of 100% when considering 6 user reviews from 1 recognized software review sites.

4.6 (768)
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4.7 (390)
5.0 (6)
4.1 (7)
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4.2 (131)
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Awards

SelectHub research analysts have evaluated monday sales CRM and concluded it earns best-in-class honors for Platform Security. monday sales CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Platform Security Award

Agendize stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Easy-To-Use: Users mentioned the solution was user friendly and easy to deploy and set up.
Customization: Creating customizable workflows and automations that are adaptable as the business grows was a plus for users.
Dashboard and Reports: Reviewers appreciated teh real time updates to customizable dashboards and simple reporting.
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Robust Appointment Scheduling: Users appreciate Agendize's efficient appointment scheduling, which streamlines booking and enhances customer experience.
Multi-Channel Integration: Agendize's ability to integrate seamlessly across various communication channels like websites, social media, and email is highly valued by users.
Time-Saving Automation: The platform's automation features, including reminders and follow-ups, save time and reduce administrative burdens for businesses.
Detailed Analytics: Users benefit from the insightful analytics provided by Agendize, aiding in data-driven decision-making and performance evaluation.
Client Management: Agendize's robust client management tools help businesses effectively track and nurture customer relationships, enhancing loyalty and retention.
User-Friendly Interface: Positive feedback centers on Agendize's user-friendly interface, making it accessible and easy to use for staff and customers alike.
Customization Options: Users appreciate the ability to tailor Agendize to their specific needs, ensuring a personalized experience that aligns with their brand.
Responsive Customer Support: Agendize's customer support garners praise for its responsiveness and helpful assistance when users encounter issues or have questions.
Mobile Accessibility: The availability of mobile apps and responsive design enhances access and functionality, accommodating users on the go.
Cost-Efficiency: Users note that Agendize's pricing structure is reasonable and provides excellent value for the features and benefits it offers.
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Lags: Users mentioned that the system would occasionally lag and load slowly.
Learning Curve: To fully utilize the system, reviewers mentioned a need for time and program knowledge.
Integrations: According to reviewers the APIs needed needed finetuning and doesn’t integrate with some products.
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Limited Customization: Some users find that Agendize's customization options are constrained, making it challenging to adapt the platform to their exact needs.
Complex Setup: Users have reported that the initial setup process can be complex and time-consuming, requiring technical expertise.
Integration Challenges: Agendize may pose integration difficulties with certain third-party software, potentially causing inconvenience for users.
Lack of Advanced Features: A few users have expressed a desire for more advanced features and functionalities that are not currently offered by Agendize.
Price Considerations: Some businesses have found Agendize to be relatively expensive, especially for smaller companies with limited budgets.
Learning Curve: Several users mention that there is a learning curve associated with Agendize, which can lead to delays in realizing its full potential.
Limited Offline Access: In certain situations, users have noted that Agendize's offline functionality is limited, which can be a drawback for businesses without constant internet access.
Occasional Technical Issues: A few users have reported experiencing technical glitches or issues with Agendize, which can disrupt their operations.
Scalability Concerns: Some users have expressed concerns about the platform's scalability for large enterprises, especially those with complex demands.
Limited Reporting: Users looking for in-depth reporting and analytics capabilities have found Agendize's reporting options to be somewhat limited.
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monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.

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User reviews for Agendize offer valuable insights into the product's performance. Users frequently commend its robust appointment scheduling and multi-channel integration, which streamline operations and enhance customer engagement. The time-saving automation features and detailed analytics are also highly regarded, enabling businesses to make data-driven decisions efficiently. Agendize's user-friendly interface and customization options provide a positive user experience, while mobile accessibility further boosts its appeal. Responsive customer support is another strength, reassuring users with reliable assistance when needed. Cost-efficiency is a notable advantage, with users finding Agendize to offer good value for the features it provides. However, user reviews also highlight certain limitations. Some users mention the challenges of limited customization, complex initial setup, and integration difficulties, which can be daunting. While the product is praised for its user-friendliness, there's a learning curve involved. Pricing may not be suitable for all budgets, and some users desire more advanced features. A few users report occasional technical issues and express concerns about scalability for larger enterprises. Lastly, reporting capabilities are noted as somewhat limited. Overall, users generally find Agendize to be a valuable tool for enhancing their business operations, citing its strengths in appointment scheduling, multi-channel integration, and automation. However, it's important to consider the product's limitations, especially in terms of customization and pricing, when evaluating it in comparison to similar offerings in the market.

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