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My main use cases include project management, product roadmap management, marketing and creative production campaign planning, HR and employee onboarding, and operations and resource management. I also manage all of my corporate OKRs and corporate strategy planning within monday.com. monday.com really centralizes my key workflows. I use it on a daily basis for project management and team collaboration.

I use monday.com to track all of my project life cycles, from the beginning stages of planning through execution and then reporting and analytics once the project has launched. This could be new product development, a new partnership, or initiatives around AI that we are launching both internally and externally. I use monday.com’s Gantt charts, Kanban boards, and their real-time updates features.

Automation, integrations, dashboard, and AI tools are crucial key attributes of monday.com that make it so valuable within my organization.

The best features include the ability to track project life cycles with very sophisticated, multi-entity, cross-border projects. I can manage our pipelines, track lead interaction, and streamline sales processes. I can manage campaigns and content calendars for marketing and creative production. The dashboards provide high-level as well as in-depth analysis of KPIs and project health. monday.com's AI tools enable us to summarize meeting notes and provide smart recommendations on how to proceed with certain project initiatives.

The dashboards and automations help enable time saving as well as efficiency. We are able to streamline a lot of our workflows and centralize project and product road mapping in monday.com. The beauty of monday.com is that cross-functionally, our functions and teams gain a lot of value out of it. Our product management teams, engineering, my team within finance and operations, marketing, sales, and nearly every single team within the organization uses monday.com in some capacity.

monday.com has really put my organization in the right position to reduce costs, track bugs efficiently, centralize all of our product road mapping across teams, streamline procurement, onboard clients successfully, and stay on top of cross-functional corporate initiatives across entities. monday.com has really enabled a lot of cross-team collaboration, visibility into work streams, and accountability across our OKRs.

By enabling our 2026 corporate OKR planning within monday.com, I was actually able to shave off upwards of 14% of the time in terms of time savings and even higher than that, nearly 17% of cost savings in terms of man hours and personnel that would be needed that were no longer required for manual inputs to gather feedback from teams because monday.com was able to automate a lot of that. We reduced manual work by triggering actions connected with tools such as Slack, Google Drive, and Salesforce. We were able to bring all of our communication into one hub. It provided the right level of dashboard based on your team and within your organization and your level within the organization, whether you needed an executive dashboard or a deeper dive technical dashboard based on project health and KPIs.

monday.com enables all of our teams to ensure that we are secure on a standard dashboard across the organization, that we are leveraging common workflows, and that we are leveraging common threads across the organization. That is why we have started to leverage monday.com and we are geared up to continue using it this year.

The best features include the ability to track project life cycles with very sophisticated, multi-entity, cross-border projects. I can manage our pipelines, track lead interaction, and streamline sales processes. I can manage campaigns and content calendars for marketing and creative production. The dashboards provide high-level as well as in-depth analysis of KPIs and project health. monday.com's AI tools enable us to summarize meeting notes and provide smart recommendations on how to proceed with certain project initiatives.

monday.com pricing works on a per seat per month basis or you can go with an enterprise agreement with monday.com. With an enterprise agreement, you will have a large amount of seats that you can use within your organization. They have customized enterprise pricing plans available. Blocks of seats are usually sold within blocks of five requiring a 12-month minimum term and this also offers all of the security, unlimited automations and integrations, and premium support that you need. Our customized pricing works on a per user per month basis.

monday.com has been very stable. There has only been one instance over the last two years where we had issues logging into the platform, but monday.com was able to resolve it. We got on the phone with our rep and the IT support team and we were able to get our issues resolved within an hour. monday.com has become a very trusted partner for our organization.

monday.com has been very scalable. We started off using it on my team within finance and operations first and then we rolled it out gradually to other teams such as product engineering, marketing, and sales. Within about four to five months of rolling this out across teams, we got usage rates up to anywhere between 70 to 85% of members within each of the teams that we rolled out using monday.com on a daily basis or a few times a week, which was amazing for us because that showed that we were getting the traction across teams that we desired.

Customer support has been great. We only had one issue with logging in a few months back and we were able to get on monday.com customer support and get the resolution for our issue within an hour, which was great. The broader support from monday.com has also been fantastic.

monday.com integrates well with Tableau for business intelligence and analytics. All of the reporting and dashboards that we view in monday.com we can actually customize based on our workflows or we can integrate within Tableau so that Tableau serves as our single source of truth for BI. monday.com has that capability set to have a closed loop format for dashboarding and analytics or to integrate directly with Tableau.

monday.com is fully compliant and they have all the security protocols that we need. monday.com encrypts all of our data, including customer data. In terms of app security and compliance, they abide by stringent standards for compliance and they are enterprise-ready and audit-ready with SOC 2 compliance and GDPR friendly controls. They are great, especially as we are leveraging monday.com in Europe, Asia, and Latin America.

monday.com is still improving their mobile device capability and how responsive they are within a mobile interface. I have used monday.com's app on my phone in order to view the status updates on particular projects and product roadmaps as well as on my iPad. It is quite compatible. The user experience is still best when you are using monday.com on a desktop or laptop setting, but it is very mobile-friendly as well.

monday.com can continue to improve their AI capabilities. When comparing monday.com to several alternatives when I was evaluating a project and project management, product road mapping, and workflow management platform for us, I looked at competitors such as Asana, ClickUp, SmartSheet, Airtable, and Notion. In my opinion, competitors such as Airtable and SmartSheet, especially followed by Asana and ClickUp, have worked on their AI and generative AI roadmap to combine database functionality with a very user-friendly interface for knowledge management and project tracking, essentially combining both worlds. Their AI is more sophisticated than what monday.com has released thus far. They provide a cleaner task-focused workflow management platform and I think that monday.com can still improve on this core piece of their technology.

I think monday.com could also seek to be more process-oriented and intuitive. Other alternatives such as Asana and SmartSheet offer that approach. There is a steeper learning curve to learn monday.com in my opinion compared to Airtable, Asana, and others because I have also used those tools and platforms at other organizations.

There is a bit of a learning curve with new users on monday.com because it is not as streamlined as I have experienced with competitors such as SmartSheet or Airtable. The capability sets are great, however, you may need to be hand-held via a monday.com rep when you get started within your organization or view the library of tutorials that monday.com has available. You can also view them on YouTube and that will help you get started on monday.com.

I have been using monday.com for about two years in my current role and have also used monday.com at another previous company.

monday.com has been very stable. There has only been one instance over the last two years where we had issues logging into the platform, but monday.com was able to resolve it. We got on the phone with our rep and the IT support team and we were able to get our issues resolved within an hour. monday.com has become a very trusted partner for our organization.

monday.com has been very scalable. We started off using it on my team within finance and operations first and then we rolled it out gradually to other teams such as product engineering, marketing, and sales. Within about four to five months of rolling this out across teams, we got usage rates up to anywhere between 70 to 85% of members within each of the teams that we rolled out using monday.com on a daily basis or a few times a week, which was amazing for us because that showed that we were getting the traction across teams that we desired.

Customer support has been great. We only had one issue with logging in a few months back and we were able to get on monday.com customer support and get the resolution for our issue within an hour, which was great. The broader support from monday.com has also been fantastic.

Positive

The previous solution that I used was a combination of a number of different tools such as Excel, Google Sheets, Asana, and SmartSheet across different entities within the company. I was looking for a way to consolidate all of the entities within our organization. We have 12 plus entities and we continue to grow year after year aggressively and I wanted to standardize all of us into one platform by which we could view our workflows in an integrated manner. That is why I turned to monday.com. I evaluated Asana, SmartSheet, Airtable, and a number of other platforms and decided that monday.com was the best for our approach.

Before choosing monday.com, I did evaluate Asana, SmartSheet, Airtable, Notion, and ClickUp. Those were the primary solutions that I evaluated for project management, roadmap management, marketing campaign management, and all the use cases that I discussed earlier.

monday.com was very easy to set up. It has a lot of out-of-the-box integrations with many of our tools and systems such as Slack, Salesforce, and Tableau. We are using Salesforce Marketing Cloud as well as Salesforce for our core CRM and monday.com integrates well with Salesforce and the entire platform and a number of our other key capabilities that we are leveraging across AWS and DataBricks.

I have certainly after using monday.com for about two years now, seen tremendous return on investment and time to value with the platform. As I mentioned earlier, we have about 14% of time savings on average on a given project and about 17 to 18% in cost savings as well, given the resources and man hours that are required for a particular project if we did not have monday.com. monday.com is certainly valuable for the organization and as we are leveraging it for even more projects and workflows, it is becoming more interwoven into the fabric of the company.

Before choosing monday.com, I did evaluate Asana, SmartSheet, Airtable, Notion, and ClickUp. Those were the primary solutions that I evaluated for project management, roadmap management, marketing campaign management, and all the use cases that I discussed earlier.

When comparing monday.com to several alternatives when I was evaluating a project and project management, product road mapping, and workflow management platform for us, I looked at competitors such as Asana, ClickUp, SmartSheet, Airtable, and Notion. In my opinion, competitors such as Airtable and SmartSheet, especially followed by Asana and ClickUp, have worked on their AI and generative AI roadmap to combine database functionality with a very user-friendly interface for knowledge management and project tracking, essentially combining both worlds. Their AI is more sophisticated than what monday.com has released thus far.

monday.com is fully compliant and they have all the security protocols that we need. monday.com encrypts all of our data, including customer data. In terms of app security and compliance, they abide by stringent standards for compliance and they are enterprise-ready and audit-ready with SOC 2 compliance and GDPR friendly controls. They are great, especially as we are leveraging monday.com in Europe, Asia, and Latin America.

monday.com is still improving their mobile device capability and how responsive they are within a mobile interface. I have used monday.com's app on my phone in order to view the status updates on particular projects and product roadmaps as well as on my iPad. It is quite compatible. The user experience is still best when you are using monday.com on a desktop or laptop setting, but it is very mobile-friendly as well.

I would recommend certainly going through monday.com tutorials. Reviews on sites such as G2 or PeerSpot would be helpful. Looking at monday.com's use cases as well would be valuable for you going forward. This means not just reading reviews of the product but understanding how other users are utilizing monday.com across teams and use cases.

monday.com has been a fantastic partner. We are now using it successfully in 12 of our entities worldwide, including the US, UK, Mexico, Peru, Morocco, Egypt, and several others. monday.com is scalable, it has high usability ratings and feedback across teams, and it has been an amazing partner that has helped our organization through a period of aggressive growth and scalability worldwide. I would rate this product a 9 out of 10.

I describe the usual use cases for Zoho CRM that I mostly work with as related to sales flow. Most of my clients are involved in that; the lead system allows leads to flow into our system, which are then converted to contacts, accounts, and have deals with organizations. There are tasks against them, which include different automations, calls, and meetings you have with them. Additionally, another flow involves running more campaigns to close more deals and bring in more leads using campaigns, forms, and different kinds of ads that you integrate with Zoho CRM.

One specific project of mine was related to a mortgage system that integrated with a third-party loan management system application. The data flowed in from their third party to our CRM, so the sales and accounting teams used Zoho. The contacts acted as different kinds of persons; I stored referrals, customers, and clients at organization levels in the contacts. That was an example of a lot of custom things I worked on.

The features or capabilities of Zoho CRM that I have found the most valuable and useful so far include its API documentation, which is really good, vast, and better than any other application. The widget API documentation is also really good, as well as the client script API documentation. Additionally, I would say blueprints in Zoho CRM are really good compared to other applications. These big functionalities give Zoho CRM an edge, and even basic functionalities that exist in other applications are a lot better in Zoho CRM.

I think Zoho CRM's automation capabilities are really good and better than almost any other application. These automation capabilities have been useful specifically within sales and marketing tasks because I do a lot of things such as sending emails using workflows and text messages using workflows. I can trigger campaigns, schedule calls, and tasks using workflows. I can create tasks against a user and schedule meetings, so most of the tasks happen using automations such as workflows.

I think areas of Zoho CRM that need to be improved or enhanced include the permission structure, which can be easy to set up custom permissions within Zoho Creator using different filters and running scripts at runtime, but those events and triggers are not available in Zoho CRM. As a result, applying custom permission structures for all modules such as leads, contacts, accounts, and deals can get quite difficult. Doing it in Zoho Creator is a lot easier compared to this.

I feel that Zoho CRM's AI-powered assistant, Zia, is not that good right now. If they provide an API documentation for it and allow me to give custom prompts within the API to get responses back, it will be really good. However, currently, Zia can mainly be used as a knowledge base, but it doesn't perform well in that capacity and lags in many areas.

I have been working with Zoho CRM for approximately four years.

I would rate the stability and reliability of Zoho CRM as a nine out of ten.

The level of stability and reliability in Zoho CRM is crucial for me because sometimes bugs appear unexpectedly, disrupting the business flow. If everything is working perfectly and suddenly there are bugs for one or two hours, it can significantly impact working hours. I need to go back and check everything, but I'm glad there are logs and timelines for tracking and associating missed events.

I would rate the scalability level of Zoho CRM as a nine out of ten. There are not many improvements needed at the moment, but they are adding more features to it. The existing system is functioning correctly, so I would say there aren't significant improvements necessary.

I do not often communicate with the technical support of Zoho CRM.

Negative

I did not use a different solution for the same use cases before Zoho CRM; I started from Zoho CRM. When I began development, I transitioned from custom solutions to Zoho CRM.

My experience with the initial setup of Zoho CRM involves having all the data in place and all the modules already set up. I typically want to add extra fields and set up all the conversion systems while understanding the business flow of my client. If a custom module is needed, I create it and integrate it into the whole flow process. Most of the time, it involves just the four basic modules related to the sales flow, along with some blueprints, workflow automation, cadences, and widgets for better UI. This is easier than Zoho Creator, where I need to create everything from scratch, but I can still do a lot of customizations too.

Potential challenges other users might encounter with the initial setup and deployment of Zoho CRM include focusing on the permission structure. Users often want a single permission structure to reflect in every module, but they must set it up separately for each module. Custom criteria for restricting access can become complicated, requiring complex methods to apply what should be a simple permission structure.

I have seen a return on investment with Zoho CRM specifically from the sales flow. Using Zoho CRM, my clients close more leads and deals with the campaigns and user investments in leads, so I would say the sales flow is probably the most significant return my clients can get.

Regarding third-party integrations with Zoho CRM, most of the integrations require scripting in Deluge, which is pretty good and simple. I can use functions for that, and if that's not possible, I can always call the Catalyst function directly from Zoho CRM too. It's really good.

I assess the analytics and reporting features in Zoho CRM as pretty basic. For reporting, I always prefer using Zoho Analytics rather than the basic reporting capabilities in Zoho CRM. The analytics and reporting within Zoho CRM are enough for my needs.

I am aware of the pricing and licensing of Zoho CRM and remember that Zoho CRM is priced separately, but I recommend going with Zoho One. However, I think their maximum level subscription is around forty dollars, which is really high because I can get Zoho One for around forty dollars, and that includes most of Zoho's applications. It is more beneficial to buy a bundle rather than separate services.

I mainly focus only on Zoho products within my career, but when there are integrations or queries regarding something outside of Zoho, I can handle that as well. If asked for an integration that fits into Google or Microsoft, I can do that, but my primary focus remains on Zoho. Zoho products are deployed on the cloud in my organization.