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Sertifi vs monday sales CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Sertifi low Failure Risk for monday sales CRM medium
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Comparison Summary

This comparison report of Sertifi vs. monday sales CRM is based on a specific set of business needs and context. The comparison uses 2248 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sertifi and monday sales CRM

Sertifi, DocVerify, SignWell, etc., belong to a category of solutions that help Digital Signature, whereas monday sales CRM, Karma CRM, Capsule CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Sertifi covers Sales Document Management, Workflow Management, Collaboration, Engagement Management, etc.

monday sales CRM focuses on Workflow Management, Collaboration, Engagement Management, Lead Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Sertifi

Focus area

Sertifi is better than monday sales CRM for

Software Failure Risk

  • low

logo monday sales CRM

Focus area

Software Failure Risk

  • medium

About

Sertifi | A Leader in Frictionless Business

The Sales CRM Software to fit the Sales Cycle

Financials

PRIVATE

SERIES D

Business Need

Total Processes
(we found evidences for)

27

53

Total Goals
(we found evidences for)

6

7

Top Processes

Evidences indicate better relative satisfaction

sales document management

Read Reviews (316)

Read Reviews (19)

digital signature

Read Reviews (154)

Read Reviews (3)

contract management

Read Reviews (145)

Read Reviews (4)

proposal & quote management

Read Reviews (12)

Read Reviews (7)

document sharing

Read Reviews (5)

Read Reviews (2)

workflow management

Read Reviews (25)

Read Reviews (51)

collaboration

Read Reviews (13)

Read Reviews (36)

engagement management

Read Reviews (12)

Read Reviews (21)

engaging and following up

Read Reviews (9)

Read Reviews (17)

content management

Read Reviews (6)

Read Reviews (4)

content sharing

Read Reviews (6)

Read Reviews (2)

communication management

Read Reviews (6)

Read Reviews (13)

sending & publishing communications

Read Reviews (6)

Read Reviews (9)

rating and review management

Read Reviews (3)

Read Reviews (1)

training & onboarding

Read Reviews (3)

Read Reviews (16)

revenue cycle management

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (2)

Read Reviews (8)

lead qualification

Read Reviews (0)

Read Reviews (2)

lead qualification: technographic

Read Reviews (0)

Read Reviews (2)

contact list management

Read Reviews (0)

Read Reviews (14)

helpdesk management

Read Reviews (0)

Read Reviews (6)

pipeline management

Read Reviews (0)

Read Reviews (6)

customer feedback management

Read Reviews (0)

Read Reviews (5)

business development

Read Reviews (0)

Read Reviews (5)

campaign management

Read Reviews (0)

Read Reviews (4)

promotion management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

relationship management

Read Reviews (0)

Read Reviews (2)

billing and invoice management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve consistency

  • Improve digital and social presence

  • See 3 more

  • Improve internal communications

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve efficiency

  • See 4 more

Top Channels

Channels Used

  • e-mail

  • website

  • mobile

  • phone calls

  • social media

  • chat

  • video

  • mobile app

  • offline

  • point of sale

  • See 7 more

  • e-mail

  • website

  • mobile

  • phone calls

  • social media

  • chat

  • video

  • mobile app

  • offline

  • point of sale

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

low

{{{rsh_C_1}}}

medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting