Home > CRM Software > LionDesk > LionDesk vs monday sales CRM

LionDesk vs monday sales CRM

Last Updated: November 18th, 2024

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

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

LionDesk delivers cloud-based marketing and sales tools tailored to professionals in the real estate industry. Suitable for individuals, teams and brokerages, it provides a single place to manage client relationships.

It helps import leads from other sources, organize information, manage processes, connect with clients, boost closed deals and track tasks. Capabilities include contact management, property management, video emails and texts, pipeline management, automation, and marketing campaigns.

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.

$25 Monthly

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$12/User, Monthly, Freemium

Free Trial is available →

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

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Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

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Documentation

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Live Online

Videos

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Phone

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FAQ

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Knowledge Base

24/7 Live Support

Phone

Chat

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Knowledge Base

24/7 Live Support

Product Insights

Work Anywhere: Access from both iOS and Android devices for on-the-go functionality.
Stay on Task: Stay organized, create every day to-do lists and update calendar events, all on a user-friendly interface that provides access to all needed information.
Reach More People: Boost efficiency and increase the number of connections by using features like bulk email and text.
Use Free for 30 Days: Ensure the product adequately fits user requirements with a free trial that lasts twice the duration provided by similar products like Realvolve and Contactually.
Connect With Clients: Incorporate videos in text messages and emails to build personal connections with leads and customers.
Import Facebook Leads: Import and generate leads from Facebook ads directly into the CRM without paying for a third-party app, due to LionDesk’s status as an approved Facebook partner.
Access Broker Tools: Stay on top of business performance with enhanced reports, full visibility of data such as properties and deals, and drip campaigns.
Keep Using Everyday Apps: An API provides integration with other applications and connects more than 100 systems, from general tools like Office 365 to industry-specific ones like IDX Broker and Zillow.

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.

Property Management: Tracks the details of all properties in one place including closed deals, deadlines and tasks.
Contact Management: Provides contact details so it’s clear where to focus efforts. Features include lead scoring, status and filters.
Lead Import: Saves time by automatically adding leads from Realtor.com, Zillow, Trulia and Zip Realty.
Pipeline Management: Simplifies the work process of tracking and managing leads, making the most relevant information easy to see. The single screen provides a complete view of the pipeline by showing which stage individual deals are in as well as total pipeline data.
Video Email and Texting: This built-in feature makes it easy to record videos and then send them via text or email.
Email Reporting: Reveals which efforts and messages are working and which prospects are most engaged with emails. Tracks opens, clicks, bounces, unsubscribes and other responses.
Task Management: Prevents important tasks from falling through the cracks with the calendar view, which includes reminder notifications.
Lead Distribution: Ensures leads end up with the best team members using criteria like agent performance and zip codes.
Drip Campaigns: Makes reaching leads more effective through scheduled campaigns, phone calls and text messages to increase the chances of connecting with prospects.
Automation: Automated messages reduce the amount of time it takes to complete time-consuming and repetitive tasks like emailing, calling and texting leads.
Document Management: Ensures the right documents are on hand with the ability to upload, organize and attach docs to contact profiles. Supported file types include PDF, PowerPoint, Word, Excel and images, up to 10 MB.
Click-to-Call: Helps save time when calling clients and provides a history of interactions with each client by tracking both outbound and inbound calls and text messages.

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.

Product Ranking

#18

among all
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#54

among all
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Analyst Rating Summary

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User Sentiment Summary

83%

of users recommend this product

LionDesk has a 'great' User Satisfaction Rating of 83% when considering 191 user reviews from 4 recognized software review sites.

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.

2.5 (1)

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3.9 (27)

4.6 (768)

4.1 (94)

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4.7 (390)

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4.2 (131)

Awards

Synopsis of User Ratings and Reviews

Workflow: 100% of users mentioning this feature said LionDesk’s workflow is reliable, aiding proper flow of tasks without obstruction.

Business Management: All reviews referring to this feature said its capabilities — lead follow up, task reminders, transaction management and database segmentation — make business management easy.

User-Friendly: It’s easy to organize customer information, create email templates, upload contacts, and track activities and tasks, according to 64% of users who reviewed this feature.

Automation: 66% of reviews mentioning this feature noted it saves time and increases productivity by automating tasks, texts and contacts.

Customization: 50% of users referencing this aspect felt the platform offers fit-to-use customizations.

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.

Interface: The beta version has the same features but the dashboard style and design make the interface difficult to navigate, and the video recording option is missing, as noted by 62% of reviews about the interface.

Integration: 57% of users mentioning this feature said LionDesk doesn’t efficiently integrate with RealGeeks and other general applications that track website activities.

Customer Support: 66% of users who reviewed customer support stated they lack product understanding and are not very efficient at resolving issues.

Not Budget-Friendly: The software is overpriced for the features offered and has some limitations in terms of sharing information, as observed by 55% of reviews mentioning cost.

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.

LionDesk fits well for individuals and agencies looking for end-to-end lead management. The user-friendly platform is highly customizable and offers a unique video recording feature that aids direct communications. Per user feedback, the customer service and price range aren’t the best, and the system lacks some useful integrations. However, it can streamline work and save time via workflows and automation. Real estate professionals who are involved with prospect and client interaction and need features like lead and campaign management, client/property matching, contact management, email marketing, property alerts, tracking and segmentation would find this software useful.

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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