We performed a comparison between monday.com and Sage CRM based on real PeerSpot user reviews.
Find out in this report how the two CRM solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI."I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports have helped us to control our sales funnel."
"I love how I can customize so many items on the boards to fit my exact needs."
"All of the features are valuable. Especially, creating tickets for projects and assigning workers. Having trackable conversations and archive items for reference. We offer our customers a live update of their project by sharing a board directly with them. This allows them to comment or submit documents directly to Monday.com."
"All employees can access it so everyone is in the know of what jobs are coming in and what jobs are going out."
"Monday.com is a very organized and easy-to-use tool."
"The features I found most valuable are the Kanban boards."
"Automations are the most useful aspect of the solution."
"Before signing on with Monday, we had no idea what the total value of our book of business was, and keeping track of renewing policies was very difficult."
"It has been helpful for opportunity management and lease management."
"The most useful aspect of Sage CRM is the capability to keep track of each staff member's communication and bill processing activities. The ability to track both customers and employees is a useful tool."
"The Sage Accpac solution has definitely been the most valuable because the finance features are excellent."
"We have found the solution to be stable."
"The solution's technical support is fast to respond."
"The part I like the most is the reporting."
"Sage CRM is flexible, customizable, and user-friendly."
"I often find it difficult to keep track of all the projects I am involved in."
"This isn't a platform where you scrimp on the training and send one person to bring back knowledge. Monday is different things to different people, and context matters."
"It would be helpful if I could integrate Google Docs with Monday somehow."
"The solution could use a more streamlined Google Calendar integration."
"Monday is excellent for collaboration between partners and team members, however, it would be great if there could be a way to have clients on Monday, and not just to share information."
"Automation is often glitchy for us. Maybe we have too many automations set up?"
"Making adjustments to the My Work section that it includes deadlines for multiple columns on a board instead of just one would be very useful."
"Coordination with different social media platforms would be a convenient feature."
"Sage CRM would benefit from improving its interaction with email communication sites and social media platforms in order to gather more leads."
"With regards to monitoring the transaction with alerts, it could be better."
"I would like Sage to improve their UI."
"The scalability of this solution depends on whether you have a team that can configure it for scale."
"Sage CRM doesn't have a dashboard for dynamic reporting."
"Its user interface could be better."
"From an improvement perspective, the ability to make modifications to the product needs to be more user-friendly."
monday.com is ranked 1st in CRM with 222 reviews while Sage CRM is ranked 19th in CRM with 7 reviews. monday.com is rated 9.4, while Sage CRM is rated 7.8. The top reviewer of monday.com writes "We can collaborate with our customers efficiently and professionally, and automation makes it easy for everyone". On the other hand, the top reviewer of Sage CRM writes "Useful employee and client monitoring, reliable, and good online support database ". monday.com is most compared with Wrike, Asana, Microsoft Dynamics CRM, Zoho CRM and Microsoft Project, whereas Sage CRM is most compared with Microsoft Dynamics CRM and Oracle CX Sales. See our Sage CRM vs. monday.com report.
See our list of best CRM vendors and best Project Portfolio Management vendors.
We monitor all CRM reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.