What is our primary use case?
We use Monday as a CRM. We use the boards to organize client details, details of all our projects, and sensitive information such as telephone numbers and addresses.
We also use the boards to update and provide site reports to other members of the team. In addition to this, Monday has been useful for the team to note down their daily tasks so that everyone is aware of what the team is doing, updating people's calendars, and keeping up to date with completed projects that we have done, so if clients have any questions after the install we can keep this up to date.
How has it helped my organization?
Monday has been really beneficial in allowing us to place all of our records in one place. We were previously using Google Drive files, which took up quite a bit of time to continually update and edit.
Monday has saved us time and allowed us to easily take on more projects as the admin side is so much easier. The easy-to-edit interface means we can quickly add or change things in our meetings, assign team members to certain tasks, and quickly look up a particular client's details whenever we need to access them.
What is most valuable?
The most valuable features for us would be workspaces, boards, and file upload capability.
The workspaces are clearly laid out and allow us to fill in details of clients and tasks organized into categories. For us, this includes projects we're currently working on, projects we have worked on, and projects we're planning to work on in the future.
The boards on Monday have meant we've been able to easily assign tasks for ourselves and others, and file upload means we can see all relevant documents in one place.
What needs improvement?
Constant updates mean the service is down sometimes, which isn't ideal.
There are many features we haven't explored yet so sometimes we find the database slightly clunky. However, this could be because we haven't explored the range of apps available.
Since our team didn't use Monday until more recently, it can mean they're not used to knowing all of its advantages and apps. This means we can double up on information being inputted into Monday. Again, I would put this down to user error over the effectiveness of Monday.
For how long have I used the solution?
We've been using Monday for approximately 18 months.
What do I think about the stability of the solution?
The stability is good most of the time
What do I think about the scalability of the solution?
In terms of capability for scale, I would say it is very good, however, the price point would be off-putting for a smaller business. For example, the cost of our membership is £140 per month because we have 6 seats. It may be a good option to have different prices for 6, 7 or 8 team members, rather than jump from 5-10 which for small businesses is quite a significant number.
How are customer service and support?
Customer service is fairly good, although, due to the time difference in the UK, it can be difficult to get instant support. You also never speak to the same person twice.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
Our previous CRM was simply Google Drive files. We switched due to the fact that we wanted a simpler system in one place.
How was the initial setup?
The initial setup was straightforward
What about the implementation team?
We handled the setup in-house.
What's my experience with pricing, setup cost, and licensing?
I would advise considering the cost and whether it is worthwhile for how much you're going to use it.
Which other solutions did I evaluate?
We evaluated the choice of using a CRM, however, Monday was the first that we tried.
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: I am a real user, and this review is based on my own experience and opinions.