What is our primary use case?
We primarily use the solution for both sales tracking and project management. In the case of sales tracking, we have a list of potential customers qualified in different ways, as well as customers. This allows us to contact customers, review past proposals, and update them. Potential customers can vary in terms of type of industry they are in, the size of the company, requirements and needs, etc. In the case of project management, it's used for customers which we need to perform services for. It also helps us with Gantt charts and budget planning for current customers.
How has it helped my organization?
The solution helps us track sales opportunities much better. We lost many potential customers as there was a lack of follow-up or even knowledge of their existence. Now, it's easy to find quotes, specific information about customers, locations, or anything related that can provide a guideline on how to approach a certain customer with a follow-up. It helps us be organized much better with current projects, potential customers, and also historic data with past projects. In the case of ongoing projects, it helps us track expenses, dates, and other specific details that eventually make a huge difference in day-to-day activities.
What is most valuable?
We like the aspects of adding files, creating tables or workspaces, easy to use tools to update existing information in workspaces. There are a lot of features and once you understand how to use them, it's quite easy to get the benefit out of them.
Probably the feature I like the most is how easy it is to create a new item in a table. You have several ways to do it and all of them are easy and intuitive. It allows you to create new items, with all the columns available for that item. This sounds like something that is easy and should be a given in every type of platform, however, it is not easy or a given. It is a good feature that makes things easy for users.
What needs improvement?
We'd like it if it was possible to create two separate environments that mirror each other - one productive ("real") and the other for testing. That would be kind of like what some ERPs have, just to allow users to move and experiment and throw around different formats. When you finish, you could apply changes to a productive environment. That would be a cool feature.
Another feature I would like to see is to have a brief explanation of what a certain function does. Maybe a mouseover, or, as you roll the mouse to the top right of the page, it displays a text describing the end results that you can achieve with a specific function.
For how long have I used the solution?
I've used the solution for more than two years.
What do I think about the stability of the solution?
Sometimes the solution fails. That said, is not common. I would say it has an availability above 97%.
What do I think about the scalability of the solution?
The solution is scalable, however, I would advise planning on how to organize workspaces and tables before starting to load information into them. It can save thousands of hours invested in changing or adapting once you have already started using it.
How are customer service and support?
Technical support is ok. It's not perfect and not bad either.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We did not really use a different solution. We used Excel, however, it's not the same type of software.
How was the initial setup?
The setup was complex. We had to learn on the run.
What about the implementation team?
We did not use a vendor team.
What was our ROI?
We haven't tracked the ROI.
What's my experience with pricing, setup cost, and licensing?
It's expensive, especially if you are in Mexico as we are. That said, it's worth giving it a shot. As with any other software, the information that users feed the system with will eventually determine if it is valuable or not. It doesn't matter if the software is the best in history, if the information that users provide is flawed, it will be a problem. As long as it is used correctly, I recommend Monday.
Which other solutions did I evaluate?
We evaluated Zoho and Sugar.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.