User
Versatile and intuitive with great time tracking and mention features
Pros and Cons
  • "I love the time-tracking feature."
  • "The workload widget should work with the time-tracking column for more accuracy in managing team resources."

What is our primary use case?

I use Monday.com as a CRM and a project management tool for my business and my client's business. I've been using Monday.com to create my own to-do lists, manage the performance of my investments, and as a journal of sorts.

When I take a call or a meeting, I can use the time-tracking feature to log the duration. Then I write an update to remind myself of the meeting details. I can highlight any action items for myself and quickly recall what was discussed at a later time. I can house countless meetings and notes under one line item ("communication") and keep things super organized. Even if I can't remember all of the details and deliverables from meetings and calls, I know where to look!

How has it helped my organization?

Monday.com has so much versatility I almost can't think of anything that it doesn't have a use case for. This has allowed me to house business and personal information in one single place, which has automatically improved my organization. 

The reason I feel so comfortable with Monday.com for personal use as well is due to how seamless and intuitive the app experience is. Knowing I can access all of my data from my phone really helps me stay organized. 

For me, it's the little details that just make like easier. Things like dialing a phone number or sending an email with a click of a button on both my computer and my phone. There's no need to right-click or press and hold to copy and paste. You can do it in just a click! I love that. 

What is most valuable?

I love the time-tracking feature. It allows me to see where my time and energy are going, line item-by-line item. When it's time to reflect and make adjustments, I can be definitive and decisive. I wish the time-tracking column integrated with the workload widget so I can manage my team based on the actual time they've worked rather than estimated time [they will work].

I love that we can mention anyone on our team and everyone on our team from anywhere within the product. If this feature wasn't available, we'd have to all work from the same board to communicate. I'm becoming overwhelmed just thinking about it. I'm glad we have this feature.

What needs improvement?

The workload widget should work with the time-tracking column for more accuracy in managing team resources. This would allow us to take preemptive measures against team member burnout by seeing who is putting in a vast amount of hours at a glance. Conversely, we would also be able to see who isn't working very much, at a glance. We could check in and see if they need additional direction, resources, or support.

It would be phenomenal if Monday.com could support voice notes like What's App and Instagram do. This would take team communication up a notch for sure.

Buyer's Guide
monday.com
April 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
768,740 professionals have used our research since 2012.

For how long have I used the solution?

I've used the solution for about four years now.

What do I think about the stability of the solution?

This is a stable solution and they are here to stay.

What do I think about the scalability of the solution?

The sky is the limit when it comes to scaling.

How are customer service and support?

Customer service and support are always a pleasure to interact with as they don't give out generic responses and replies. They want to understand your specific use case and help you troubleshoot based on your vision. 

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

Most people were recommending Asana and Trello, however, during my research I found Monday.com and trusted my instincts and went with them. I've never used another solution.

How was the initial setup?

The initial setup is not complex at all. 

What was our ROI?

I've seen a 10X ROI.

What's my experience with pricing, setup cost, and licensing?

I'd advise new users to understand the various user types that Monday.com offers so you can choose the price, plan and seats that really fit your needs.

Which other solutions did I evaluate?

I watched product overview videos for Asana, Trello, and Basecamp during my evaluation research.

What other advice do I have?

Monday.com has great webinars and free trainings. Check them out! You'll get inspired with other ways to use the product. 

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Marketing Operations Manager at Schomp Automotive Group
Real User
Easy to navigate with an excellent user experience and great customization
Pros and Cons
  • "The user experience of Monday.com is exceptional."
  • "We'd like to have the ability to start a screen record or screen grab that a user can initiate from Monday.com."

What is our primary use case?

I run a marketing team that utilizes Monday.com for all facets of marketing and creative, including: graphic design, web design and development, copywriting, photography and videography, online syndication, radio scripts, and much more. 

We have a team of 13 people with a variety of skills and backgrounds. We utilize Monday to log all of our projects and to keep on task. 

I particularly use it to see our team's workload and ensure that I assign tasks and deliver all necessary information to the team members when we initiate projects. 

How has it helped my organization?

Monday.com is our central hub for project management and keeps our team on track to deliver assets to our clients on time and facilitates collaboration between our creative department and stakeholders alike. We use Monday to gauge how many projects each team member can handle at once for scale, to determine how often deadlines are hit or missed, and to centralize our entire task load into one place allowing visibility to all team members and management. We utilize the functions in Monday.com to see how many tasks we receive from each of our clients, what types of tasks are coming in, and keep track of our team members' productivity. Without Monday.com we would be lost.

What is most valuable?

The customization of dashboards and the ability to see all tasks from a bird's eye view, along with the ability to categorize types of tasks and which clients have requested them to allow us to use the tool to know how much workload we can handle, and at what point we need to add more resources to our team. 

We use it to log projects and tasks. It provides us with data to know how and when to scale. We see which team members are heavy on tasks and if we need to add more resources in the future with certain backgrounds - graphic design, web development, etc. 

The user experience of Monday.com is exceptional. It's very easy to navigate and customize to our needs. It's an outstanding product.

What needs improvement?

We'd like to have the ability to start a screen record or screen grab that a user can initiate from Monday.com. Then we could start a recording or screenshot directly from the project management tool and upload it directly into a task. If it needs to be redone, you simply don't attach it. If it's good to go, post it in the task and tag the needed resources to see it.

A ticketing system for outside users should be researched. We currently integrate Typeform into Monday.com and have outside clients make requests there that populate Monday with the details. Monday.com should create its own ticketing system so clients can make requests that assign to our team, receive a ticket number, and get updates as we move the project along. Once the project is finished, the requestor receives an automated email letting them know it's complete.   

For how long have I used the solution?

I've used the solution for two years.

What do I think about the stability of the solution?

This is a very stable solution for growing a business, and with the ongoing updates, it continues to improve. 

What do I think about the scalability of the solution?

My opinion is that Monday.com is a fantastic tool for scalability. 

How are customer service and support?

We have not had many reasons to contact support, however, when we have they've been extremely helpful and efficient. 

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We previously used Wrike. It was a good product and we adapted to its capabilities. The customization of Monday with the dashboards promoted us to make the switch to Monday.com

How was the initial setup?

It was simple and straightforward to set up. There were a few learning curves, but the video tutorials were very helpful. Once we got a solid understanding of the functionality, it was very easy to use. 

What about the implementation team?

We used an in-house team.

What was our ROI?

ROI is difficult to calculate. We use Monday.com to organize projects for roughly 20 clients. Whatever the number is, it's extremely favorable and a very solid investment.

What's my experience with pricing, setup cost, and licensing?

I'd advise new users to think ahead to how many users you might want to integrate into this tool. It has great capabilities and functionalities and can be integrated into more than one department for organizational workflow. Consider how many people in the organization can use it to improve workflow and err on adding more users than not.

Which other solutions did I evaluate?

We did not evaluate other options. 

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?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
monday.com
April 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
768,740 professionals have used our research since 2012.
Designer & Studio Manager at Root Fifty-Two
User
Great for organization and communication with helpful tagging capabilities
Pros and Cons
  • "Monday.com has allowed us to organize our workload in a much more efficient way."
  • "The biggest thing missing that would be beneficial to us is a time tracking app."

What is our primary use case?

We are a design and marketing company and have grown from one freelance designer to a team of ten people. As we have expanded the team, we needed a platform to put all job requests which allows us to allocate each job to a specific team member. I believe we started using this just before lockdown. 

We had previously used a system called Redbooth however we needed something a bit more sofisticated. The main use of this was so we can see all jobs at a glance and also mark them with a status as to where they're up to, and when they're complete. 

How has it helped my organization?

Monday.com has allowed us to organize our workload in a much more efficient way. 

We can communicate better within the team, especially throughout lockdown and when some of the team are working from home. 

We have also been able to give access to clients at time which has been useful, to keep them up to date without having to send emails. 

We can now allocate jobs to multiple team members and they can communicate the progress within the job notes and status. It has really helped us to manage our ongoing work.

What is most valuable?

Monday.com has allowed us to list all our jobs on different client boards, and organize our workload as a team and as individuals. Throughout lockdown, this was especially useful, as we could use Monday.com to communicate and leave notes about each job. The automation options are also very useful as once a job is complete, it can be moved to the bottom of the board, into a different group. Being able to tag multiple people onto one job is also beneficial too us, as we often have two to three members of the team working on one project.

What needs improvement?

The biggest thing missing that would be beneficial to us is a time tracking app.

We currently use Toggl daily to track all our client time. We would much prefer this function to be within Monday.com so that we can manage all our jobs and time within the same platform. 

It would also help if we could see all jobs under one user's name within a calendar format. I know this is something you offer but at the moment we don't find it very clear. Also, when a user's name is searched, all jobs they are to show, however, this includes completed jobs that we don't think should appear.

For how long have I used the solution?

I've used the solution for two to three years.

How are customer service and support?

Technical support is very good. It's quick and helpful.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We used to use Redbooth. We wanted something with more features.

How was the initial setup?

One of our developers set up the functions on each board and found it easy.

What's my experience with pricing, setup cost, and licensing?

We have suggested Monday.com to clients, however, we haven't spoken about pricing.

Which other solutions did I evaluate?

The evaluation of other options wasn't something that I was involved with.

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?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Project Manager at WorK Architecture + Design
User
Great timeline, calendar and Gantt chart features
Pros and Cons
  • "The ability to assign members to tasks and then have them update the status on them and even ask related questions under the task has been very helpful."
  • "As a new hire, it was a bit complex for me to learn and understand how to use Monday."

What is our primary use case?

I work at an architecture firm with 12 employees, two offices, and one fully remote employee. We often have 20+ projects going at any given moment, of varying scales. 

We utilize Monday for project management, project schedules and tracking, and office production scheduling. We use it for a bird's eye view of projects as well as more detailed down to individual tasks per project, depending on the project. We also create a production schedule each week using Monday to assign project tasks to each employee. 

How has it helped my organization?

It has allowed us to keep track of everyone's tasks and organize which personnel is working on what and for when, as well as track deadlines and tasks more efficiently. 

We are able to compare project timelines and see where due dates and deadlines may overlap so that we can properly space out project schedules and properly staff the right people on the right projects at the right time. 

It also allows project managers to keep track of the tasks needed to be completed on any given project and assign those tasks to any given employee. 

What is most valuable?

The features our company has found most valuable are the timelines, the calendars, and the Gantt Charts. 

Within our company's workspace, we use these features to create production schedules, project schedules, allow employees to make production requests, and make task lists and track their progress. We even use these for general office concerns, lists, and organizing events. 

The ability to assign members to tasks and then have them update the status on them and even ask related questions under the task has been very helpful. The company has absolutely benefitted from this tool as a project management tool and is great for remote work as well. 

What needs improvement?

As a new hire, it was a bit complex for me to learn and understand how to use Monday. Part of that may be due to the complexities in which my company uses it, and part of that may be due to Monday. The user interface was a bit daunting at first. Although it makes sense to me now, it was hard to follow in the beginning. Now, I enjoy using it and find it very beneficial. 

In the next release, including a chat feature would be incredibly beneficial. We can comment back and forth under certain topics, however, being able to chat/instant message individually, per project, and company-wide would be helpful. 

For how long have I used the solution?

I've used the solution for approximately one year.

What do I think about the stability of the solution?

We are unsure of the stability as management has more knowledge in this department.

Which solution did I use previously and why did I switch?

I have only been at the company a year. I am not sure what was used before. 

How was the initial setup?

I'm unsure how the setup went. Management has more knowledge in this department. However, setting up new boards and spaces is a bit complex even for me. 

What about the implementation team?

The setup is handled in-house.

What was our ROI?

I'm unsure of the ROI as management has more knowledge in this department. 

What's my experience with pricing, setup cost, and licensing?

I do not have much knowledge regarding pricing/setup/licensing as my company's management takes care of that, however, I imagine setting it up to be perfectly tailored to our company took some time. 

Which other solutions did I evaluate?

I often find Monday compared to Slack the most, although I have not used Slack before. 

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Inbound Marketing Specialist at StudyUSA.com
User
Top 20
Increases productivity, is user-friendly and has excellent Slack integration
Pros and Cons
  • "In general, this solution is very user-friendly."
  • "It would be great if there was a setting where you could customize the email reminders."

What is our primary use case?

I am a Marketing Specialist and we use this solution to monitor the projects we are working on. It allows us to see who is working on a specific project and the level of completion based on the updates. We also monitor the time spent on each work and it helps us identify which area we need to improve to achieve the efficiency required by the client and the company.

Monday.com also makes our productivity review faster and easier as we can easily access projects that are completed on time and the ones that are completed behind schedules. This is very important for our HR in terms of giving out incentives and bonuses to the right people.

How has it helped my organization?

It helps us properly monitor each project and we can easily track who is accountable for a specific task at a certain time. This solution also helps us manage the workload of each employee in our organization because we can easily see who has a lot of assignments and who needs help. This solution helps us to improve our productivity in general. 

It also helps us to avoid errors as we can easily jump into a specific project when we noticed that it was behind due dates. With the thread feature, we can also easily identify where the issue happened so we can address it more accurately.

What is most valuable?

For me, the update tracker and time tracking help a lot. This helps me properly prioritize tasks that need immediate action. I also appreciate how the interface is so easy to view and easy to understand. 

I also love how you can easily integrate Monday.com with other communication apps like Slack. With this integration, we can easily communicate with the people who are working with us on a specific project. It is also great that the process of integration is so easy. 

In general, this solution is very user-friendly and I will definitely recommend it to other people if I am given the chance.

What needs improvement?

It would be great if there was a setting where you could customize the email reminders. It is nice to get reminded about your tasks, however, if you are working on different projects at the same time, it is kinda annoying to get 75 email reminders in a day. 

If Monday.com can add a feature where you can simply tick yes or no on each project if you want to get a reminder or update about it, it would be great. This will help us save time on clicking and archiving email reminders that we get on a daily basis. This might be unimportant for others but if you are time conscious employee like me. Saving 3-5 minutes a day can make a lot of difference. 

For how long have I used the solution?

I've need using this solution for nine months now.

What do I think about the stability of the solution?

So far I can say that the stability is satisfactory. For the past 9 months, I have only experienced system glitches twice.

What do I think about the scalability of the solution?

It is totally great and beyond my expectations in terms of scalability.

How are customer service and support?

As of this moment I have not experienced any serious complaints that required me to contact customer service or support. 

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I previously used Evergreen, Trello, and Asana before. I found Monday.com easier to use.

How was the initial setup?

The initial setup was very straightforward.

What about the implementation team?

We implemented it in-house; we have our own tech team that helps us manage production.

What was our ROI?

I'm not really sure about this. A high productivity rate is vital in our business, and Monday.com has helped us achieve that.

What's my experience with pricing, setup cost, and licensing?

Monday.com is easy to set up and cost-efficient. I forgot how much an Evergreen subscription was, however, compared with Trello and Asana, Monday.com is cheaper and at the same time a lot easier to use.

Which other solutions did I evaluate?

I was able to evaluate the other options (Trello, Evergreen, Asdana) while working with my previous clients. 

What other advice do I have?

I hope they keep on developing this solution. Every update in the past nine months has been really great. I am really looking forward to what they can improve as so far it is pretty amazing.

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?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Post Production Supervisor at LNC Productions
User
Top 20
Helps with organization, great for multiple workspaces and offer helpful color coding
Pros and Cons
  • "It has improved our organizational skills and kept us up to the task."
  • "The tabs (color coding) featured is great for distinguishing different areas of our workflow."

What is our primary use case?

We are a mid-sized video production company of 15 employees and we are slowly growing. The growth is not only in the number of employees. It's also in the number of clients as well. 

As our workload increases, we constantly look for ways to improve ourselves/workflow to keep us more organized. 

We settled on Monday to help us keep track of the number of in-progress video productions we have. We also use the features to help us understand where at that we are in a project, what needs to be done and what will be done. It's an amazing tool. 

How has it helped my organization?

It has improved our organizational skills and kept us up to the task. We have many clients and our day-to-day entails us to be precise in making which tasks need to be done and who is assigned to them. 

We've used other solutions in the past, one being Asana, and Monday has been the better asset. Our team has enjoyed using it and I feel like it's eliminated any overlap and confusion that we might experience on projects, especially the larger scale ones. I believe that it also improves our outlook for new projects we can take on. 

What is most valuable?

The tabs (color coding) featured is great for distinguishing different areas of our workflow. Say that we have a music file that needs to be licensed - we use the color red (tab) to signify that the music hasn't been licensed. Once we license, we change the tab to brown. It's a small feature, however, the color-coding is something that makes completed tasks almost immediately indefinable. 

Having multiple workspaces is also helpful for different facets of the company so our different teams don't overlap. 

What needs improvement?

The tab closing feature is a bit vague at times. A better way to move and close/open tabs would be great. Sometimes, being the drop-down button is not as fast or intuitive as I would like but that may be screen dependent. 

I think adding a media feature would be great. Implementing instant access to projects for video teams might be helpful for media companies. How this would work, I don't know, but adding a visual component to indicate incomplete tasks would add an extra dimension to the user experience.

For how long have I used the solution?

I've been using the solution for two years.

What do I think about the stability of the solution?

It's amazingly stable; there are no glitches.

What do I think about the scalability of the solution?

It has the potential to scale if it keeps adding features. 

How are customer service and support?

We have had no questions for that team yet and we have been using it for more than a year.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We used Asana. It was too convoluted.

How was the initial setup?

it was simple. We learned it ourselves with no support.

What about the implementation team?

We handled the initial setup in-house.

What was our ROI?

Return defiantly outweighs our investment.

What's my experience with pricing, setup cost, and licensing?

It was a pleasant experience. 

Which other solutions did I evaluate?

My company looked at Asana and considered doing everything old school. They liked the integration with Slack notifications. 

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Co-founder at PeerSpot
Real User
I like the solution's automation capabilities, and the reporting is also excellent
Pros and Cons
  • "I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports have helped us to control our sales funnel."
  • "The data linkage could be improved. For example, sometimes you cannot automate item creation when you link different items to each other. You cannot connect the data deeply from field to field. It's somewhat complicated to link a contact to some account fields and automate the contact's behavior based on the value of those fields. The data is sometimes not structured enough for deep processing."

What is our primary use case?

monday.com is our CRM and task management system. We also use Jira, which was formerly our core solution. The company syncs monday.com, Workforce, and Jira because everything in monday.com's CRM can be transferred to Jira. We have an on-prem Jira data center and use monday.com as a cover layer for our sales team and some of our biz devs.

We have several branches in Baku and Latvia. A small part of the business is in Moscow serving customers we have committed to supporting until the year's end. We have a multi-language team. Our primary language is Russian, but we also speak English, Serbian, Mian, and several languages. It helps us to cover all the processes at a company-wide scale. We currently have 50 employees using monday.com.

How has it helped my organization?

monday.com helped our company get organized. For example, we have a special sales funnel. Every business process is the same as before, but some features and sub-processes cannot be handled with a different tool. monday.com is flexible and compatible with how our processes work. We could finally automate our process, which wasn't easy with other CRMs. The other CRMs are more rigid. monday.com provides better insight into how long and difficult our process steps are. 

The collaborative features are nice. monday.com lets us add extra users to our account, which is helpful when sharing data with customers and outside contractors. We can grant them limited access to our boards so that they can add or download data. It's free to add these additional users.

The platform helps managers make some decisions. However, not all decisions are based on process information. monday.com is helpful for middle managers, but executives also require some financial information that monday.com does not provide. Sometimes it's not secure to connect your system to your financial base. The top management bases its decisions on information from various sources.

While we don't use monday.com for project management, many of my customers have used it to control their budgets and project timelines. It also helped make their teams' capacities more understandable and transparent. 

What is most valuable?

I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports helped us to control our sales funnel. 

Our non-technical staff members find monday.com highly accessible. The interface is nice and it's much more modern than others.

What needs improvement?

They have a private report, but it's a bit weak, and you cannot get everything you need from it. They could add some more dimensions to split the data into different slices. At the same time, I understand that monday.com isn't a BI tool, but it would be helpful as a senior manager to have sliceable data. 

The data linkage could also be improved. For example, sometimes you cannot automate item creation when you link different items to each other. You cannot connect the data deeply from field to field. It's somewhat complicated to link a contact to some account fields and automate the contact's behavior based on the value of those fields. The data is sometimes not structured enough for deep processing.

To do automated decision-making, monday.com's main feature, it isn't enough to link one item to another. Depending on the field or number, you need to make the system act a certain way. The logic is plain and not configurable enough. However, we aren't only automating end-to-end processes. If you have WorkOS, which is positioned as a top level of every system in your company, you will need to automate end-to-end processes. 

Depending on the process criteria, it isn't easy to get end-to-end reporting. At the top level, you aren't interested in who is assigned to a task. You want a helicopter view of your company, its goals, and how those objectives are achieved. Sometimes, monday.com doesn't provide the whole picture because automation, when the boards are connected, isn't easy.

In large enterprises, you must split your data into different boards to ensure your internal processes work as they should, and you will need to link those data sets to each other. You need to connect tasks from marketing, design, sales, production, etc. This linkage is not configurable and not reflected in the reporting. 

They could also have more extensive tutorial articles to reduce the learning curve. For example, you sometimes can't find enough information in the knowledge base or the forums to help you when learning to create integrations. You have to figure it out alone or ask someone from monday.com or another integrator to explain how to do this. It was a little tricky for us at the deep tech level. However, I think the documentation is good enough for the average end-user. 

For how long have I used the solution?

I've used monday.com for a little over three years.

What do I think about the stability of the solution?

We've used monday.com for a long time, and the system has become unstable several times, but the issue was quickly fixed each time. 

What do I think about the scalability of the solution?

monday.com is scalable, but large enterprises need to plan before scaling up. When scaling, you need to consider the design of the data, how it is stored, and the way processes are designed. The risk of mistakes increases as you add users and boards. 

If you add a flawed process to the system from the beginning, the mistakes in the design will be replicated on a larger scale. You will succeed if you are thoughtful in your piloting and testing at the start.

We may expand our user base, but we are unsure. We are SOC 1-compliant, so there are limitations on where data can be stored. For non-production processes, we will probably switch several teams to monday.com because it's well-integrated with other tools. Our accounting and legal teams will also likely move to monday.com.

How are customer service and support?

I rate monday.com support a six out of ten. Explaining your issue to them can be frustrating because they make you go through these silly troubleshooting steps first. They ask you to check if your laptop is turned on and connected to a power source. 

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

We used to work in Russia and used local solutions like amoCRM, Wrike, and 1C. We had another solution, but it wasn't good enough. We gave up on trying to find anything until we discovered monday.com. monday.com stood out because of its features, and it had the flexibility to fit our process.

How was the initial setup?

Setting up monday.com is straightforward. We started by automating the critical areas, such as customer collaboration, billing management, and paperwork. For example, we want to see which invoices have been paid, so we don't lose some money on the way. This sometimes happens in our country. The initial setup and configuration took around a week, and we finished implementing the CRM in a month. The deployment involved three people, including me. I was the architect who built the data structure, and two contractors implemented it. 

Platform maintenance is done via requests to the monday.com team. You can reach out if something isn't working as it should or if you need new processes, integrations, or features. Every user can submit a request, so you don't need an administrator to answer your questions. You will just write a separate one, and that's it.

It took us three weeks to create our first project, but it was a highly complicated one. The CRM took three or four weeks. After deploying the project, it only took some fine-tuning. You sometimes need to correct a mistake or address some unexpected behavior.

Once we completed the first project, It was much easier to scale because the templates were ready. They have templates, and you can copy the board. You can clone your settings and leave the board empty with only the settings fixed. It's a handy feature because several branches use identical business processes. We cloned our entire workspace and group of boards. It only took one day to repeat the process at another brand.

What was our ROI?

We see an ROI in time and resources. We spend a lot less time on tasks and have been able to assign additional tasks to our teams because monday.com freed up their time. Our capacity has increased dramatically since adopting the solution, so we generate more profit. 

monday.com reduced manual work by around 40 percent because we previously spent a lot of time manually creating offers and collecting documents for tenders. Now, everything is automated, so our offers are generated automatically. We fill in the details about prices, the number of licenses, etc., and it produces the document. Before, sales managers needed to spend several hours creating an offer, but they can do it now in five minutes.

What's my experience with pricing, setup cost, and licensing?

The enterprise plan looks expensive because we don't understand the value as monday.com users. The pro level and other packages seem reasonable. 

What other advice do I have?

I rate monday.com an eight out of ten. monday.com is highly flexible, and you can shape your business processes using templates. However, if you have many users involved in your processes, you must think about the design first to avoid mistakes.

It has some limitations in data linkages, but I can't think of any other tools I would rate higher than seven. monday.com is still my favorite.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
Assistant Manager- Fund Raising at Rustomjee
User
Efficient, great for task tracking, and helps with organization
Pros and Cons
  • "The way everyone can work together is fantastic."
  • "If you want to drag a task or rearrange them, it's quite tricky, especially on the app."

What is our primary use case?

The primary use of this product is to keep a track of all the tasks assigned, update the progress of the tasks assigned, and get reminders in case of meeting all deadlines. 

It's great for keeping track of various works and timelines. At times, we tend to forget things. It's handy in that it can be updated from anywhere, unlike a physical diary which cannot be carried everywhere.

It is a better way to keep a track of all the work that has been done by you throughout the year so that while evaluating your performance at the time of your appraisal you can claim the same if your manager feels otherwise.

How has it helped my organization?

Monday.com has greatly improved the efficiency of all the resources working together collaboratively. The way everyone can work together is fantastic. 

How you can assign tasks to your fellow members and keep a track of them is helpful. Also, how easily anyone can assign you a task is great. Once assigned, you quickly get an email. 

We literally update all our tasks every Monday and our Manager can have an overview of the progress simultaneously. It has basically improved the efficiency of the organization with the optimum utilization of its resources.

What is most valuable?

The app is loaded with features. The most valuable feature is getting a reminder email of the deadlines assigned to you on the emails and how the color of the task is coded, like green for the task done, red for pending, and yellow for stuck. Likewise, one can get a pictorial depiction of all the tasks to be carried out and what is the current status of the same. When you will filter out the task assigned owner to your name, you will get a list of all the tasks assigned to you by different departments, so it's easy to keep a track of it.

What needs improvement?

If you want to drag a task or rearrange them, it's quite tricky, especially on the app. They need some improvements to allow for the making of real-time changes in the task updates while working on the small screen of a cell phone.

Anyone can make changes to your task, like adding or deleting any sub-items assigned to you. An additional feature that should be included should be a track of all the changes/deletions made by any third person to your task. If anyone wants to do mischief, we could track them down.

For how long have I used the solution?

I have been using this solution for almost six months.

What do I think about the stability of the solution?

Stability is pretty good; there are no bugs

How are customer service and support?

We did not really need any technical support.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We did not use any different solutions.

How was the initial setup?

The solution already existed when I joined the company. I did not help with the setup.

What about the implementation team?

We handled the solution's setup in-house.

What was our ROI?

Returns are intangible, so the exact values for ROI are not assigned.

Which other solutions did I evaluate?

We evaluated Slack.

What other advice do I have?

If there could be a feature to chat with all the members online, that would be ideal.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: April 2024
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.