What is our primary use case?
My organization uses monday.com as a CRM, but also for much more. In addition to keeping track of our members as a membership organization, we also use it to track projects, timelines, organizational goals, communications, and keep ourselves organized. This tool has really simplified how we keep track of things compared to our previous tool. We had spreadsheets and documents everywhere for our events and projects, and we were constantly very confused. Now monday.com helps us to keep our project plans and send reminders through it as well as being able to mark things and stay very organized.
monday.com helps us track our projects, financial constraints of budgeting for the year, and progress from start to finish. This begins with our sales team and goes all through our onboarding process. It helps to keep our team aligned and organized. We were also able to produce a variety of reports to determine where our goals are and where we haven't reached our goals. It's also a very great tool where we use it for company contacts. I appreciate the ability to have the company as well as various tags, documents, and contact types. It helps to track communication. I love that I can see both my communications and the communications of my coworkers with the company contacts. It helps during project plans with the ability to manipulate project plans, which has been especially very helpful.
It has really been helpful tracking our event planning and the tasks we all have to do. It has been great from a marketing perspective because I know my coworkers have completed their part, such as getting speaker bios so that I can update the website.
What is most valuable?
The best features monday.com offers are reporting, customization, and company contacts, tracking communication, and project plans.
All of the features are really important, especially the project planning, which gives us the ability to manipulate project plans, and it's very helpful. Also, tracking our communication is valuable. I love that I can see both my communications and the communications of my coworkers with the company contacts. When it comes to company contacts, I appreciate the ability to have the company as well as various tags, documents, and contact types.
It has really boosted our team collaboration, where different departments are able to collaborate within one project, and we are able to complete many projects on time and deliver them to our clients. Our clients have become very happy over time since we started using monday.com.
We've been able to complete many projects on time and meet our deadlines. This has really made our clients happy, and they have trusted us a lot. Through automation of tasks which were previously time-consuming and tedious, we've been able to save a lot of time and cost. We've also improved our team collaboration. We can collaborate securely remotely, thereby improving our productivity.
We've been able to save thousands of dollars since we started using automation. We're able to save approximately 80% of our time through automation. We've also been able to reduce human risk, where there is no human contact with the data, thereby greatly reducing human error.
What needs improvement?
The notification system is not trustworthy for me. Sometimes it can be very overwhelming. I would appreciate more tools to input data automatically, more functionality without having to use APIs, and more calculation capability within the columns.
For how long have I used the solution?
I have been using monday.com for the past seven years.
What do I think about the stability of the solution?
monday.com is very stable. I've not seen any downtime so far.
What do I think about the scalability of the solution?
monday.com is very scalable because we can work with multiple projects at a time from different departments, and it can handle all of that. It can perform multitasking through automation. This makes it a very scalable tool.
How are customer service and support?
monday.com is very cost-effective and it has great customer support. I don't think there are any other disadvantages or improvements I would like to see for now, unless with time, I will communicate further.
The customer support is relatively very proactive and solution-oriented.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I previously used Asana and Atlassian Confluence.
I switched from Asana because monday.com offers many standard tools and seems to be very evolving, unlike the other tools. They seem to take feedback constantly and upgrade the tool. Additionally, monday.com is really nice to look at. It works perfectly fast, and the user interface is very user-friendly and intuitive compared to the other tools.
How was the initial setup?
The cost is very transparent, and it's very affordable, and I'm happy about that. The setup is very straightforward and easy, with not much learning curve needed.
What was our ROI?
Overall, I have a positive return on investment. Task management is easy to set up, easy to replicate, duplicate, and modify. Collaboration has all standard features by now, including tagging, linking, and messaging. Boards enable fast organization of tasks, responsibility, and tracking with dates and notifications. Automation has also been really great, which enables fast action that provides no real value if not done manually. Being able to auto-create, auto-close, and many other automated functions makes it easier to follow processes and make fewer mistakes.
What other advice do I have?
It's a great tool. It will save you time and cost through automation. It will make sure you deliver projects to your clients on time and meet deadlines. You should go for monday.com as the best project and task management tool. I give this product a rating of 9 out of 10.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.