Retreevo vs. monday CRM Comparison


Retreevo	monday CRM monday.com 4.9 out of 5 stars	+	+
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		Related Products BoldTrail BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. 4.5 out of 5 stars 2,126 Ratings Visit Website for BoldTrail Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 4.4 out of 5 stars 12,537 Ratings Visit Website for Pipedrive Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 4.6 out of 5 stars 136 Ratings Visit Website for Shape Software Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue. 4.6 out of 5 stars 589 Ratings Visit Website for Creatio 11x 11x is building the autonomous digital workforce for GTM teams to accelerate growth. With two digital workers live today, 11x helps sales, marketing, and growth teams create, qualify, and convert pipeline across every channel in one unified platform. Alice is the outbound digital worker creating demand. She runs your full outbound motion in one workflow from prospecting to enrichment to multi-channel engagement and booking meetings on autopilot. Julian is an inbound digital worker capturing demand 24/7. He handles discovery, qualifies leads, and books meetings across phone, chat, SMS, email, and WhatsApp. Inbound intent is converted into qualified pipeline instantly. Trusted by teams worldwide, from high-growth startups to large enterprises, including Xerox, UST, Gupshup, Sage, Checkr, Armanino, and Rho. Backed by a16z and Benchmark, 11x is automating GTM workflows so humans can focus on what they do best: creating, innovating, and building relationships. 4.3 out of 5 stars 70 Ratings Visit Website for 11x Rent Manager Rent Manager is award-winning property management software built for residential, commercial, and short-term-stay portfolios of any size. The program’s fully customizable features include a double-entry accounting system, maintenance management capabilities, marketing integration, mobile applications, more than 450 insightful reports, and an API that integrates with the best PropTech providers on the market. Powerful enough to support large portfolios, yet flexible enough to be customized to each individual unit, Rent Manager is for companies—global enterprises and mom-and-pops—that manage all varieties of properties. Users can access their data anywhere—in the field, on an emergency maintenance call, in the office, or at home. Rent Manager offers flexible platform options including Rent Manager Online and Rent Manager Express, as well as intuitive mobile tools like rmAppSuite Pro and rmResident. Rent Manager is the one software you need to continue to grow your operation. 4.6 out of 5 stars 1,058 Ratings Visit Website for Rent Manager Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 4.0 out of 5 stars 555 Ratings Visit Website for Act! InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 4.5 out of 5 stars 196 Ratings Visit Website for InfoFlo Bigly Sales Bigly Sales is a fully managed AI calling platform for sales teams, lead generation companies and call centers. AI voice agents call, qualify, nurture and live-transfer leads around the clock, answer inbound calls, and book appointments, while every outcome writes back to your CRM. You don't assemble the stack yourself. Bigly writes your call scripts with Claude, ChatGPT and other leading LLMs, then tests script versions against each other on live traffic and keeps the one that converts best. Phone numbers, carrier registration, more than 200 whitelisted lines with local presence, spam monitoring, call routing and campaign setup are handled for you before the first dial. Each call is checked against consent, suppression lists, known TCPA litigants and state and federal calling rules, including quiet hours, before it is placed. Reporting is built around the result you pay for. The dashboard tracks success rate per lead, cost per transfer and cost per human contact, plus a dial-to-transfer funnel that shows where calls drop off: no answer, DNC request, failed qualification, or a transfer the agent never picked up. Leads can arrive in real time from API vendors or as uploaded lists, and every source is ranked by success rate and cost, so you can see which lead vendors pay off. An hour-by-hour view shows when your leads actually convert. The Bigly Sales MCP server lets you run the account by asking Claude or ChatGPT: add leads to an active campaign, check pacing and minute usage, pull call summaries and transcripts, or find out who picked up today and wants a demo. Common uses include aged and dead lead reactivation, speed-to-lead follow-up on web and vendor leads, appointment setting, inbound answering and overflow, and warm transfers to licensed agents in insurance, lending, home services, legal, auto and political fundraising. Integrations include HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Close, Follow Up Boss, Keap, monday CRM, Freshsales, ActiveCampaign and Microsoft Dynamics 365, plus an API for real-time lead posting. Plans start at $99 a month for 500 minutes, and Hunter, Closer and Rainmaker add a dedicated account manager who watches results and tunes your campaigns. New customers start with a free 30-minute AI calling setup ($3,000 value): the team builds your calling system live, shows the MCP and runs a test call. 5.0 out of 5 stars 9 Ratings Visit Website for Bigly Sales CTM CTM, formerly known as CallTrackingMetrics, is a conversation intelligence and call tracking platform that helps businesses measure marketing performance, manage customer communications, and improve sales conversions. The software tracks phone calls, text messages, website forms, and chats to identify the advertising campaigns and channels that generate customer inquiries. Its AI-powered conversation analytics provide call transcription, summarization, sentiment analysis, and lead scoring. CTM also offers intelligent call routing, automated follow-ups, AI voice agents, and contact center management tools. Reporting dashboards help organizations analyze marketing attribution, advertising return on investment, customer interactions, and sales team performance. The platform integrates with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications to connect marketing data with customer conversations and revenue outcomes. 4.5 out of 5 stars 939 Ratings Visit Website for CTM
About Retreevo is a cloud-based CRM and lead-management platform designed for real estate investors and acquisition teams. It brings lead capture, contact and property records, deal pipelines, communication tools, and follow-up workflows into a shared workspace. Teams can organize prospects and transactions, manage calls and text conversations through a unified inbox, and use a power dialer to work lead lists. The platform also offers AI voice agents for handling inbound and outbound lead conversations, along with campaign and workflow tools to route leads and keep opportunities moving. Users can create landing pages and websites for lead generation, track activity across the sales process, and access their workspace through web and mobile apps. Retreevo can serve as a team's CRM and operating hub for sourcing, contacting, qualifying, and managing real estate investment opportunities.	About monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Real estate investors and acquisition teams, including wholesalers, house flippers, and buy-and-hold operators.	Audience monday CRM is ideal for sales teams, businesses, and organizations looking for an AI-driven, customizable platform to manage customer relationships and accelerate their sales growth
Support Phone Support Not Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos No images available	Screenshots and Videos View more images or videos
Pricing $49/month Starter is $49 per month, with one seat included and additional seats at $5 per month each. Starter includes three phone numbers, 500 minutes, and 500 SMS. Pro is $99 per month. Annual billing includes two months free. Plans include a 14-day free trial. Free Version Not Supported Free Trial Supported	Pricing $10/seat/month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.9 / 5 ease 5.0 / 5 features 4.9 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
	Pros & Cons from Real Users Pros It is simple to capture, generate and retain leads and customers with monday Sales CRM. It automates and streamlines our sales processes.It is possible to close more sales deals faster with this tool.It is possible to build strong relationships with our customer using this tool. It is a reliable tool for lead nurturing and scoring. The customizations behind the board setups, integrations, and automations. Additionally, the implementation of the rollup dashboards are fantastic to help give a bird-eyes view of the overall project health and status. Monday sales CRM is a user-friendly tool with a simple and intuitive interface that makes it easy to use even for beginners. The visual sales pipeline feature of Monday sales CRM provides a clear overview of sales leads, making it easy to track and manage deals. We are becoming more and more dependent on Monday.com as our Real Estate business grows. Everyday we find something new to assist us and in making our business more organised. User-friendly and flexible. Easy to customize, start with basics and build on with automation. Works well with Microsoft applications. We have implemented it into our sales tracking, warehouse workflows, accounts, marketing, and inventory digital asset management. Cons It's fully-featured and very functional hence I lack anything to dislike as it meets our sales automation and CRM needs. Would prefer some AI integrations to help enhance my workflows. The gantt charts should have more options to include subtasks within certain views. One potential drawback of Monday sales CRM is that it may not be the best fit for larger businesses or enterprise-level sales teams, as it may lack some of the advanced features and customization options they require. No Cons at all. New features are rolled out regularly. My only issue to date is that there is no column option for a unique identified number field. This would be useful for our sales order numbers to avoid double entry.
Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Retreevo Founded: 2024 United States www.retreevo.com	Company Information monday.com Founded: 2012 Israel monday.com/crm
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Categories CRM Supported Real Estate CRM Supported	Categories AI CRM Supported Automotive CRM Supported Construction CRM Supported Contact Management Supported CRM Supported Customer Reference Management Supported Email Tracking Supported Financial CRM Supported Healthcare CRM Supported Hotel CRM Supported Inside Sales Supported Insurance CRM Supported Lead Management Supported Legal CRM Supported Real Estate CRM Supported Real Estate Lead Generation Supported Sales Supported Sales Acceleration Supported Sales Content Management Supported Sales Enablement Supported Sales Force Automation Supported Sales Forecasting Supported Sales Tracking Supported Social CRM Supported
	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Supported Referral Tracking Supported Segmentation Supported Show More Features Automotive CRM Features Call Logging Supported Contact Management Supported Customer Support Supported Inventory Management Supported Lease Management Supported List Management Supported Marketing Automation Supported Product Catalog Supported Quotes / Proposals Supported Service Department Management Supported Showroom Management Not Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Not Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Not Supported Social Media Integration Supported Customer Reference Management Features Nomination Tracking Supported Program Notices Supported Reference Usage Tracking Supported Reward Distribution Supported Search Supported Email Tracking Features A/B Testing Supported Audience Segmentation Supported Campaign Management Supported Event-Based Notifications Supported Location Tracking Supported Team Management Supported Financial CRM Features Account Alerts Supported Asset Management Supported Expense Tracking Supported Household Tracking Supported Influence Tracking Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported Healthcare CRM Features Audience Targeting Supported Campaign Management Supported Marketing Automation Supported Medical History Records Supported Patient Communications Supported Patient Management Supported Physician Management Supported Predictive Analytics Supported Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Acceleration Features Campaign Management Supported CPQ Supported Dialer Supported Email Sequencing Supported Email Templates Supported Email Tracking Supported List Building Supported Meeting Scheduler Supported Predictive Analytics Supported Reporting Supported Sales Gamification Supported Sales Intelligence Supported Sales Workflow Management Supported Sales Content Management Features Audio / Video Recording Supported Audio File Management Supported Branded Sales Content Supported Centralized Sales Content Repository Supported Collaboration Tools Supported Content Recommendations Supported Email Management Supported Engagement Analytics Supported Interaction Tracking Supported Personalization Supported Sales Partner Management Supported Sales Training / Onboarding Supported Video File Management Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Supported Document Management Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Supported Proposal Management Supported Territory Management Supported Training Management Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Sales Forecasting Features Competitor Analysis Supported Correlation Analysis Supported Dashboard Supported Dynamic Modeling Supported Exception Reporting Supported Graphical Data Presentation Supported Modeling & Simulation Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Supported Sales Tracking Features Activity Dashboard Supported Alerts / Notifications Supported Appointment Scheduling Supported Call Logging Supported Comments / Notes Supported Custom Reports Supported Document Management Supported Email Templates Supported Interaction Tracking Supported Lead Management Supported Lead Scoring Supported Pipeline Management Supported Reporting / Analytics Supported Task Management Supported Social CRM Features Calendar/Reminder System Supported Customer Support Supported Email Marketing Supported Lead Capture Supported Lead Nurturing Supported Live Chat Supported Marketing Automation Integration Supported Multi-Channel Social Integration Supported Social Media Monitoring Supported Task Management Supported
Integrations Clerx Not Supported Copper Not Supported GitHub Not Supported Globster Not Supported Google Calendar Not Supported Grok Bot Not Supported Mailchimp Not Supported Microsoft Excel Not Supported Nango Not Supported Odella Not Supported Oki-Toki Not Supported Outdoo AI Not Supported Quizell Not Supported Sellizer Not Supported WellBox Not Supported Workers by Delos Not Supported Zendesk Not Supported dojo Not Supported dolfyn Not Supported equipme Not Supported Show More Integrations	Integrations Clerx Supported Copper Supported GitHub Supported Globster Supported Google Calendar Supported Grok Bot Supported Mailchimp Supported Microsoft Excel Supported Nango Supported Odella Supported Oki-Toki Supported Outdoo AI Supported Quizell Supported Sellizer Supported WellBox Supported Workers by Delos Supported Zendesk Supported dojo Supported dolfyn Supported equipme Supported Show More Integrations View All 84 Integrations
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