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Outreach vs monday sales CRM Comparison

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Overview

Category Leaders

Outreach is the largest and fastest-growing sales execution platform provider that helps companies dramatically increase...

Category Leaders

Perfect for small-medium businesses, monday sales CRM is a no-code fully-customizable CRM built on monday.com Work OS. It...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

150

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

12

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

291

5

4

3

2

1

169

92

20

4

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.7

385

5

4

3

2

1

287

93

2

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

Pros

What I love most is the ability to make quality drip campaigns, email sequencing that can be combined with phone and LinkedIn messaging, along with integrating with SFDC.
We moved across from Groove to Outreach and this was one of the best decisions we made. Outreach connects much better to other tools in our stack and the functionality is on another level.
In addition, ease of use is one of the most important things to understand the language of a program and I love the ease of use in Outreach.

Pros

Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these.
The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements.
It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers.

Cons

Horrible Customer Service, if you value customer service, this is not the company for you.
NO integration with zapier - makes it difficult to integrate with my non-standard CRM package.
The interface is not user-friendly whatsoever. I have a hard time navigating aroud and i have been using the software for over a year.

Cons

Previously we had workflows where multiple processes were being lost between our management team and one of our main clients due to emails being missed and not loaded.
I was really struggling with making sure my process was being followed for each of my clients.
Som missing cross-references between boards and projects.
  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last review2 days ago

Key features

  • Total features81
  • AI/Machine Learning
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Archiving & Retention
  • Audio/Video Recording
  • Auto-Dialer
  • Automatic Transcription
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Tracking
  • Call Transcription
  • Campaign Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Customer Database
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Coaching Tools
  • Engagement Tracking
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Multi-Channel Communication
  • On-Demand Recording
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Predictive Dialer
  • Presentation Tools
  • Prioritization
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Real-Time Analytics
  • Real-Time Notifications
  • Recording
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Sentiment Analysis
  • Social Media Integration
  • Source Tracking
  • Strategic Planning
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • User Management
  • Visual Analytics
  • Workflow Management
  • Total features76
  • AI/Machine Learning
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Archiving & Retention
  • Audio/Video Recording
  • Auto-Dialer
  • Automatic Transcription
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Tracking
  • Call Transcription
  • Campaign Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Customer Database
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Coaching Tools
  • Engagement Tracking
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Multi-Channel Communication
  • On-Demand Recording
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Predictive Dialer
  • Presentation Tools
  • Prioritization
  • Proposal Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Real-Time Analytics
  • Real-Time Notifications
  • Recording
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Sentiment Analysis
  • Social Media Integration
  • Source Tracking
  • Strategic Planning
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • User Management
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations73
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations25
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM

User reviews that mention these apps

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Chris M.

Marketing and Advertising, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Outreach logo

Outreach

A great tool to manage your sales funnel

Reviewed 4 years ago
Pros

The efficiency it gives you to managing your sales funnel. Less clicks and digging around the computer to enter notes and move between accounts in your CRM. If you have a sales funnel of 40 accounts/day to have touch points, you can finish them in under 2 hours.

Cons

Getting to implement is a huge task. You have to bulid a contact strategy, # of touch points, and messaging you want to use of the sales cycle and build it for each campaign. They do provide the necessary support to help both admins and user get the hang of it but you will have to be patient with the learning curve.

AR
AvatarImg

Verified reviewer

Publishing, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

Best sales execution platform

Reviewed 2 years ago

It helps our sales team to reach our key accounts with a key message in a right time. By integrating it with CRM we can maintain a record of each prospects email communications, calls, and meetings. The risk of losing deals got reduced after we started using Outreach.

Pros

Using Outreach we were able to automate our sales efforts. We have synched up Outreach with HubSpot to keep track of all our prospects activities. Most useful features are building email sequence, integrating CRM, calendar and meetings. It allows you to create, manage and control customer data.

Cons

It does not allow us to create visually appealing emails. It’s analytics dashboard is very hard to understand.

AL
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Andrew L.

Design, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Outreach logo

Outreach

Very helpful but...

Reviewed 3 years ago

Overall, I was able to reach out to more people and follow-up without thinking due to the automated features but when you have a large sales team it created a variety of issues in our CRM and by causing duplicate messages to the customer

Pros

I love the sequencing feature and the ability to setup automated emails, calls and social media connections all in one place.

Cons

If you have it connect to a CRM it hard to manage contacts and leads in your CRM and again in Outreach. It creates duplicated messages to your customer and can degrade the data in your CRM. I personally did not like having to manage contacts in two separate places CRM and Outreach. I t may have been how our company used it but never the less we still had these issues using it.

CG
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Charles G.

Computer Software, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Outreach logo

Outreach

Awesome email tool for sales

Reviewed 5 years ago
Pros

Makes emailing prospects a breeze. Great support.

Cons

Nothing. Great all around product for sales teams.

AR
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Verified reviewer

Market Research, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Outreach logo

Outreach

Excellent software for sales teams

Reviewed a year ago
Pros

Multi-touch sequences, email templates option, account management, and AI helps in pausing and adjusting email sequences, and Integrated sales dialer

Cons

Annual contracts and very expensive for SMBs Integrated sales dialer

MG
AvatarImg

Mayank G.

Information Technology and Services, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Outreach logo

Outreach

Amazing tool for sales

Reviewed a year ago
Pros

The call recording and sales engagement provides me all the services one needs in sales.

Cons

Everything is really smooth not any cons as such.

AR
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Verified reviewer

Human Resources, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Outreach logo

Outreach

Great product -

Reviewed 4 years ago

Easy to configure, well conceived product that got me up and running quickly

Pros

Fully functional and well integrated Sales tool for all sales campaigns via linkedin, email, phone, text

Cons

NO integration with zapier - makes it difficult to integrate with my non-standard CRM package

AR
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Verified reviewer

E-Learning, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

OutReach Review

Reviewed 5 years ago

For any sales team, an automation tool, that covers all aspects of the sales process, from calls to email, is very key. With Outreach, the sales team will have this ability, which will help automate calls and emails in one dashboard view.

Pros

- Value for the cost of the solution - Short Implementation - Easy to set up sequences - Dashboard view, from a end user and manager perspective - Real time data, from an end user and manager perspective - Seamless integration with SFDC

Cons

- No integration with Microsoft Dynamics CRM - Cannot do a sequence at the opportunity level

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awogor m.

Marketing and Advertising, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

Top Product Sales Assistant is Outreach software

Reviewed 5 years ago

Outreach helps in making sales possible in a Calendaring manner by scheduling basic sales activities including meetings, promotional offers, etc.

Pros

Outreach Help in Scheduling Meetings and Outreach to customers in a Calendaring Manner to maximize sales and helps also in collaboration. It also helps you to schedule your promotions for special sales and lots more assistance to your sales representatives. Basically put all your sales activities in one place.

Cons

I have not found anything least about this software. It's very helpful to convert customers to buying and returning customers so no negatives vibe about it.

KS
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Kavian S.

Telecommunications, 10,001+ employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Outreach logo

Outreach

Outreach legitimately works

Reviewed 7 years ago

More sales

Pros

Reporting and sequence timing. I can choose the best sequence for each account I am targeting and allow the prospect to be touched a dozen times.

Cons

It's a little confusing at the beginning how it all works. I had to do a training with customer service 1 on 1 to figure it out. But they have excellent customer service.

LG
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Lois G.

Computer & Network Security, 10,001+ employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

outreach for sales Management

Reviewed 2 years ago

experience is good overall to measure activity metrics

Pros

easily gage activity metrics for sales team

Cons

call numbers arent always accurate, shows all calls, even ones that havent been connected which can skew metrics

DC
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Daniel C.

Computer Software, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Outreach logo

Outreach

Easy, affordable, and effective

Reviewed 7 years ago

Any sales or marketing groups!

Pros

I love the ease of use to the system. There are some cool bells and whistles, but really it does what it needs too, makes it simple, and puts the flashy stuff on reporting. (the "so what")

Cons

The only thing I could see as a downfall is the search-ability. I wish that the search could include more filters so that you could easily sift down a group of prospects to send too.

AR
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Verified reviewer

Telecommunications, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

I Love OutReach!

Reviewed 5 years ago
Pros

Oustanding CRM. Extremely user-friendly and does everything I need it to do.

Cons

I do feel that it could benefit from having more features. Thats where Salesforce comes into play of course.

ET
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Erin T.

Marketing and Advertising, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Outreach logo

Outreach

Worth the Investment

Reviewed 5 months ago
Pros

Outreach.io is an easy-to-use tool and incredibly helpful for our Sales Department. Whether you are a Sales Representative, Enablement/Operations, or a Sales Leader, it helps provide visibility into all activity metrics, keeps reps on track with daily/monthly activity, and takes the guess-work out of identifying prospects a rep needs to follow up with or prioritize throughout their outbound sales motion.

Cons

Some of the reporting functionality could be improved. For example, daily activity metrics has a 15-minute delay or so for pulling accurate metrics, which can make it difficult to identify underperforming reps in real-time. Also limited reporting in terms of filtering custom dates (currently cannot pull total activity metrics for 3 months - which creates a manual effort when reporting on quarterly activity goals for an organization)

NH
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Nathan H.

E-Learning, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Outreach logo

Outreach

I couldn't do my job without Outreach

Reviewed 5 years ago

With OutReach we having taking away the manual tasks that come with our Sales reps. No more hand dialing, taking notes, or writing the same email over and over again. We have basically built a modified CRM within Outreach, since we don't have Salesforce. We've seen so much success, we have now rolled out the software to multiple divisions within our Company.

Pros

-Easy to use -You can do everything off the dashboard -Constant innovation -Extremely helpful customer service team

Cons

-As much as I want to have some constructive criticism, I can't. I have used SalesLoft in the past and would recommend Outreach to anyone going forward.

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Lauren W.

Computer Software, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Outreach logo

Outreach

Outreach is my favorite sales tool

Reviewed 5 years ago

I am a big fan of Outreach. I think all Sales, Marketing & Sales Development teams should use it. Automation is the future!

Pros

I love the ease of use. I work with many people new to sales, new to our industry and they fall in love with outreach. It automates our sales strategy. It helps us follow a cadence or campaign on emailing, calling, sending a LinkedIn message, etc. Without it, we would struggle to follow up with our clients.

Cons

There are some small things that I don't like with Outreach. Things get stuck in failed & pending states and you are not notified... These are usually found too late as well. Wish there was more of an aggressive notification when things happen that we should be aware of. Also - I would love for them to build out their interface better for closing roles and marketing roles. We have it for our SDRs but would struggle to have marketing and account executives use the tool at the same time.

IL
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Ian L.

Information Technology and Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Outreach logo

Outreach

Great sales tool

Reviewed 5 years ago
Pros

Great sales tool, makes me more productive, saves time

Cons

Not the most seamless way to enter notes

GA
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Gianluca A.

Marketing and Advertising, 11-50 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Outreach logo

Outreach

Outreach is one the most valuable tool for sale

Reviewed 3 years ago

Outstanding software for sales people, I’m absolutely impressed

Pros

Outreach accelerate every sales process with a great automation and and great sequence of possibilities. Must have for every b2b sale team

Cons

It is not a crm and it have to be linked to other software but this is a minor issue

AR
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Verified reviewer

Information Technology and Services, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

Saves my sales team so much time!

Reviewed 5 years ago

Outreach was a great purchase for us and we now have the whole marketing team and sales team using it to increase sales.

Pros

The ability to sequence and track emails has been crucial in out sales process. Setting up sequences is easy and once you have done it a couple times becomes 2nd nature. The time savings is a huge benefit to us.

Cons

It takes a little getting used to you can mess up on the first couple sequences. The email tracking can be better but it is better than other softwares I have tried for that.

AR
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Verified reviewer

Computer Software, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Outreach logo

Outreach

Outreach Review

Reviewed 4 years ago

Great sales platform for teams looking to become more organized and increase their prospecting efforts.

Pros

Great sales engagement platform for any sales org looking to take their prospecting analytics and reporting to the next level. Sequencing, call recording, prospecting tracking, Salesforce integration are all great.

Cons

Very click heavy. I've had a lot of glitchy experiences where imports, mail merges, sequences fail and there is not a clear explanation as to why.

AR
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Verified reviewer

Computer Software, 1,001-5,000 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Outreach logo

Outreach

New tool for prospecting

Reviewed 5 years ago
Pros

A great sales tool to help outreach (hence the name)

Cons

A little bit clunky when you use the chrome plugin

AH
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Austin H.

Telecommunications, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Outreach logo

Outreach

Good b2b tool

Reviewed 4 years ago

Overall it’s a great tool and one of the leaders out there.

Pros

I like how it ties everything into SalesForce. I like the cadences as well and made it easy for sales to know the next steps on the software.

Cons

There was a small disconnect by what their presales sales team promised and what they could actually deliver.

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Whitney R.

Computer Software, 51-200 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

Compelling Sales Engagement Tool

Reviewed 4 years ago

We've been having some issues with sales hitting their sales goal. The program helps keeps on track with tasks and not being overwhelmed for the day.

Pros

I love that this web based tool isn't just targeted to sales. It includes the management team and the operations team. It is focused on outbound sales which is what is needed within our company.

Cons

Sometimes if things don't go through, you aren't notified of the failure. There is also a bit of learning curve. Sales must be engaged and ready to adopt.

AR
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Verified reviewer

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Outreach logo

Outreach

Very helpful for prospecting cold leads.

Reviewed 6 years ago

It helps to make more appointments to close sales.

Pros

I like that it allows me to constantly contact 10X the number of people that I normally could. Very helpful!

Cons

There have been issues with dropped calls and audio quality. Also, it's a little difficult to work out the correct timing of sequences.

AR
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Verified reviewer

Accounting, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

Outreach logo

Outreach

Good product, terrible, cocky sales team

Reviewed 5 years ago

Good product, adequate support, terrible sales team/experience. Brought this vendor on to one company I worked with, didn't bring it on to a future company because got tired/frustrated dealing with their sales team.

Pros

This product is pretty good, I've used Outreach, SalesLoft and Fileboard. Fileboard has the best sales team, they not only are helpful with understanding their product, but they also help with sharing their sales strategy using their product. SalesLoft and Outreach are the same in funcitonality, and SalesLoft has a good sales team. The issue I have with Outreach is their sales team is too arrogant, they have a good product, but I think teach them internally to be cocky, and it got so bad I just didn't want to use their product anymore and felt compelled to write this review.

Cons

The software is a bit glitchy sometimes, if it goes out you're just not using it that day. The sales team is very arrogant, not helpful. Companies with arrogant sales teams tend to have that culture bleed off into other areas, which make them very difficult vendors to work with .

AR
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Verified reviewer

Research,

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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monday sales CRM

monday.com = great for multiple uses.

Reviewed 6 years ago

Great customization.

Pros

monday.com is super customizable. My organization uses it for their sales boards to track outreach and conversion, we use it to manage projects and tasks, and we use it for our social media calendar and content management.

Cons

I wish we could combine projects into one schedule or gantt view and export or have a stand alone gantt view. Calendar view would be great, too. We're a super small organization and the cost is a bit up there for us.

KA
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Kim A.

Civic & Social Organization, 1-10 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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monday sales CRM

My Best Friend

Reviewed 2 years ago

I absolutely love this software and couldn't do my job without it. It has become my best friend! It remembers hundreds, probably now thousands, of little details that I would never keep in my head but are now right there at my fingertips whenever I need them. I also love that it is easy to get new team members up to speed on it because it is easy to learn to use. Thank you so much for all the great work you've done to create this product!!

Pros

I loved that the set up was relatively easy and quite intuitive once I got the hang of it.I really appreciate that I was able to set it all up just how I need it, and to best suit our purpose. I'm doing outreach to hundreds of people in a critical aspect of our work and Monday serves me so well. I can so easily see what needs to be done, what is next and how well we are doing with individual aspects of the outreach. Also, it makes everything so transparent. My team can go in and see quickly and easily where we are on everything.

Cons

I don't feel like anything is missing. The automations were a bit tricky to get used to. I also find that I don't respond to the date reminders but that is my problem, not the software's!

MB
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Mark B.

Education Management, self-employed

Used daily for less than 6 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Tool for Educational Organizations

Reviewed 7 years ago

monday.com provides a clean and simple to use set of tools for educational developers, schools and ESAs. The "feature" I love the most is that each board starts as a blank slate. Therefore, project leads, managers, executives, operational leaders etc. can quickly create tools to help manager development efforts, repetitive tasks, operational workflows, and even customer outreach.

Pros

Open "blank slate" boards. Great for tracking more than just tasks. You can build workflow and even CRM tools.

Cons

Task to task relationship / dependency is a needed feature. Task to other board relationship needed.