Home > CRM Software > Top Producer > Top Producer vs monday sales CRM

Top Producer vs monday sales CRM

Last Updated: November 18th, 2024

Our analysts compared Top Producer 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

Top Producer offers a set of cloud-based solutions tailored for the real estate industry, enabling brokers and agents to be more effective with their marketing and sales efforts. A tiered pricing model provides flexibility based on an agency’s needs.

It’s mainly used by small businesses but can support larger companies as well. Capabilities include a client database, contact profiles, website builder, lead generation, automated email marketing, reports, lead management and integrations.

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.

$299 Monthly

Free Trial is unavailable →

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Tailored to your specific needs

$12/User, Monthly, Freemium

Free Trial is available →

Get a free price quote

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

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Easily Create a Website: Take the hassle out of creating an agent website with prebuilt designs, easy-to-use tools and an intuitive interface.
Connect With Leads: Ensure leads don’t fall through the cracks by leveraging real-time engagement guidance to follow up promptly.
Keep Clients Informed of Market Changes: Stay on top of the latest price reductions, new job listings and sold properties via connection with MLS sources.
Drive More Leads: Increase the number of leads by integrating Zapier automatically for importing leads generated from Google forms, Facebook ads and other sources outside the CRM.
Obtain Free Assistance: The support team provides coaching, and will assist with website setup if needed.

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.

Database: This feature keeps contacts organized and makes it easy to track down information with rich profiles that give a complete view of each lead, including the history of interactions. It also simplifies data entry by offering import and export options that retain tags and notes attached to the contact.
Follow Up Coach: Streamline the follow-up process with real-time reminders to contact leads. Receive recommended discussion topics and suggestions on the best time to reach out.
Email Marketing: Boost open and click-through rates with prebuilt templates and performance insights.
Mobility: A responsive design for mobile and tablets increases productivity through the option to access the system no matter where or what device is used.
Communication Tools: Connect with leads more effectively by sending relevant messages based on their stage. In-platform email and text apps further aid and streamline communication.

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

#15

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#54

among all
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Analyst Rating Summary

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User Sentiment Summary

59%

of users recommend this product

Top Producer has a 'poor' User Satisfaction Rating of 59% when considering 153 user reviews from 2 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.

2.1 (68)

4.6 (768)

3.6 (85)

4.7 (390)

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4.1 (7)

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4.2 (131)

Awards

Synopsis of User Ratings and Reviews

Workflow: 60% of reviews on this feature said the platform’s streamlined workflows makes it easier to use.

Customer Support: Top Producer’s customer service helps users through everything from product queries to understanding the features, leading to a better experience, according to 50% of reviews about support.

Business Management: 58% of reviewers mentioning this feature indicated that they were able to align work processes and manage tasks without any difficulty.

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.

Integration: 62% of reviews about integration mentioned the platform lacks basic integrations such as texting features, support for Google Voice and an email interface.

Syncing: Problems syncing the calendar and contacts, along with duplicate contacts, forced users to spend time manually removing extra data, as noted by 55% of reviews on the topic.

Not User-Friendly: 65% of users referring to usability asserted that the platform is complex, difficult to use and outdated.

Not Intuitive: 70% of users referring to this aspect said the software lacks intuitive functionality and is clunky.

Lack of Features: There aren’t enough features for the price charged, according to 66% of users who mention this element.

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.

Top Producer offers CRM capabilities for the real estate industry, including client management, website development and free MLS integration. It helps streamline tasks via workflows and enables users to align tasks and goals using business process management tools. However, many reviewers found it difficult to use and not intuitive. It’s also missing important third-party integrations, and reviewers felt it needs more features to justify the cost. Real estate professionals may find it useful to enhance their operations, but there are enough drawbacks that buyers should look into other solutions as well.

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.

Screenshots

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