monday.com Reviews

We use Monday for a variety of reasons ranging from tracking progress on tasks to keeping our client list updated and segmented appropriately to managing agents and contacts. 

Our most common use case of this solution is to help us analyze our product offerings by cross-examining our client base. By doing this, we can see our most popular products, our audience demographics, and which customers are most likely to be upsold to new products or services. Monday.com has revolutionized the way we work and what we offer.

Monday.com has made our company far more efficient and has saved on a lot of unnecessary chasing for updates. We simply check what tasks a user is allocated to and can see how they are progressing easily. 

It has also made our lives much easier when it comes to tracking our customer journeys and analyzing our customers' purchases to help with future business development. 

We are now able to work with more clarity and peace of mind. Our business is progressing and employees/agents are meeting all our goals. 

We love to use the automation available on Monday.com. We have many different automations set up for different use cases. Our most effective one has been for sending a Slack notification to an employee/agent when they have been allocated to a task, board, or customer. 

Other examples of automation include automatically creating items in a board when an email is received. While this automation is not perfect (as it doesn't extract information to name the task) it is very helpful when we come to make changes to the task. 

We have always wanted to be able to perform a global search for a phone number. There is a facility to search for everything else yet not this. We have found a workaround for this, which is to add a customer's phone number to the notes section of their profile. Then, when we perform a global search for a phone number, we can choose to only see results by the content of any notes. This is not perfect, however, it is a solution. 

As a company, we are really hoping they will add this feature soon. It is something that many businesses would really appreciate. 

I've used the solution for around a year and a half. 

We have only had a couple of issues with downtime, however, Monday.com is very transparent and allows users to track the progress of their repairs/remediation.

This is a very scalable solution for our business and we are nowhere near finding its limits. 

The initial setup is very straightforward and intuitive. We were able to very quickly set up our first few boards with all the features we needed. 

We use Monday.com to organize and keep track of our work, projects, clients, progress, and workflows. It's great for individual projects and team projects. In team projects, everyone in our team logs the tasks they need to complete or have completed, edit status updates and other relevant information. It essentially greatly improves team communication, making it so easy for someone to take over, and understand exactly what has been done and what's next. It's one of the best tools I've used for managing and tracking projects.

Before Monday.com we'd had to communicate via email, meetings etc. to update the team on project progress. It was harder to keep track of workload and where things are at. Now, however, it's so easy to view each project and know where in the process we are at. Everyone can make updates and everyone else can see them in real-time. It has effectively improved time management greatly and avoids things getting missed. Everything is very organized and it has increased overall efficiency considerably.

I love the interface, the layout, and the colors. It makes working more enjoyable. Everything is so neatly organized is definitely another highlight. 

It is also so easy to use. It's probably one of the most user-friendly platforms I've ever used. I've tried others in the past, however, this is one of the best. 

I also appreciate the built-in templates, being able to copy templates, columns, values, having access to tutorials, and the support offered. As a beginner, I didn't even have to view a ton of tutorials, however. It was so easy to figure out myself. 

It seems that different columns within the same board aren't customizable. The columns are the exact same unless you open a new board altogether. I'd like this feature to be added, as sometimes within the same project or task, I want to add different sections and different columns for each section.

The mobile app is not as user-friendly and as adaptable as I'd like it to be. There needs to be a ton of modifications before I can use it easily on my smartphone.

I've used the solution for one year.

We use the solution for managing internal resources and client needs publicly. For example, client inductions with a marketing agency are fairly similar, therefore templating the process allows efficiencies in time and ensures everything is 'on brand' and everything is done the way we choose. 

Allowing clients to see exactly where all of their projects are and what reliances are on them saves difficult conversations that may occur later, particularly around timeframes and deadlines. 

Internally, everyone works differently, therefore having a fixed record that everyone defaults to helps amalgamate different working styles. 

The solution has improved our organization in terms of efficiencies in communication, project management, and openness and transparency (both internally and externally) as to the progress of items, while also assisting with recognizing bottlenecks and operational issues that stall progress.

Historically, weekly status reports/client contact reports were the norm, taking account managers/directors out of action to update their clients. However, with Monday, this is updated as they would update a to-do list, therefore removing duplicate effort (or as much as feasibly possible).

The Gantt chart with dependencies allows for all timescales to move when one changes, holding everyone accountable. 

File upload and communication save hunting for messages or files across devices and shared areas.

The Gantt chart function saves spending time creating a visual that is static. Within Monday a simple update on tasks moves the Gantt chart without removing the history - therefore the archive trail allows us to have a nice record. 

File upload and communication just keep everything concise, neat, and organized. Many firms use Google Drive, Slack, email etc. With so many places to find files, it all gets very messy very quickly. 

It is a touch expensive, especially when just starting out. Perhaps a simple per-user scaling that starts small would attract smaller Monday.com clients who are potentially priced out. 

A new feature would be more sophisticated calendar integration, perhaps deadline reminders. Sometimes, we don't want to have prescriptive minute-by-minute 'calendarization' of tasks, however, a simple list of deadlines for the day/week (similar to 'Your Work') would allow an easy and simple checkpoint for all members of the team.

I've used the solution for around six years.

It's only been 'Down' once in the six years that I've noticed.

The solution is very, very scalable, however, it would require investment (time) from the outset to agree to parameters and process. 

We tried Trello, however, it isn't the same. 

We handled the setup in-house.

ROI we are unable to calculate, however, it is certainly positive. 

Licensing is a tad expensive. That said, it depends how you value your own time and profitability gains from efficiency.

We had a quick look at Asana, however, Monday.com is superior by far.

Our company started using Monday to track tasks and workflows. Later on, we started using it to keep records of employees and documents. For example, our HR department creates items with check columns and it tracks the required documents of all employees. 

Furthermore, HR personnel uploads all the documents corresponding to the new employee, and then it goes for authorization from the HR manager. Subsequently, when the yearly evaluation comes the department has all the required files in one place and digitalized.

We were in deep need to find an online solution where everyone in the company could work together and keep track of workflows. Since using Monday.com our productivity has been elevated by at least 35%. Having a platform where you create and automate a lot of small things like creating a sum or other formulas where you normally would have assigned someone to do it manually in a simple Excel locally or in SharePoint decreased our time to respond to our internal requests from any other department. It's very simple since we started using it and we don't see ourselves trusting any other platform.

Having multiple boards and different user-friendly items and visualizations were what we needed to have all employees familiarized with the platform. For example, our business in Facility Management has a lot of personnel where technology isn't their area of expertise. Therefore, having a platform with such expertise in creating features and keeping them with such simplicity is a unique asset that we couldn't find somewhere else. 

Support from Monday.com makes you feel super comfortable communicating any inquiries you may have. 

Better integration with Outlook would be awesome. For example, an add-on where the user could write an update on Monday via e-mail will literally elevate the whole experience for our business. It would minimize the time to search for the corresponding item on different boards and update them.

Another great option might be to give admin privileges and elevated access to multiple boards. For example, if someone leaves the company and somehow you need his uploaded work documents you cant exactly get them. It creates an issue that involves contacting the support.

As a company, we've used Monday.com since 30 October 2018.

We literally trusted Monday.com since day one.

I'd advise potential new users to not bother with such small details in terms of cost and licensing.

We did various evaluations.

We primarily use the solution in our digital marketing agency. We provide services in design, video production, advertising, and web development. Also, our team is often trying to launch our own projects. 

On Monday, we manage our human resources, our equipment as cameras and lamps, distribute the workload, and plan tasks. In addition, we have automated our financial statements, and keep records of sales, contracts, and communication with customers.

I really do not know of any process in our business that does not go through Monday, except that we sometimes communicate in Telegram.

Now all our processes are in one tool. This saves the team time and energy.

Before that, we tried different systems, including industry solutions, however, they did not bring so much pleasure to the work. They were enough for a couple of months, after which they turned into a garbage dump.

Monday is so flexible that even we are not as flexible as it is. Any idea and change in the organization are implemented in a couple of hours. It helps a lot to try more, make more mistakes, and come to the right decisions faster.

The most valuable aspects include:

1) The mirror column which turns Monday into a serious interactive database that can cover all our processes. We have linked all aspects of the business together and there is no more duplication of data in the tables. This is difficult to do if you have never designed a database. In our case, we immediately realized that the mirror column allows you to make boards and powerful systems.

2) Guest access for the client significantly increases their loyalty and understanding of the value of what we do for them.

The solution could improve: 

• Messenger-based communication with clients in CRM
• Telegram integrations and notifications
• Diagrams that better understand the timeline column (as Workload does). I really need an option to distribute the values from the "number" or "formula" column by all the days that the timeline column covers
• Date-based diagram view (as workload or timeline view, with the diagrams)
• Item group as a Kanban separator - not only a status column
• Automation of timezone settings
• More options for board-view sharing by links

I've used the solution for two years.

Just once we had problems with the connection. However, they are progressing in that field.

The solution is very helpful. The product is so intuitive that we very rarely need support.

Positive

We did use other solutions, including:

• Trello which was too hard to build relations between boards
• Notion which had an interface that was too simple and low-power
• Team Gantt which made it hard to share files
• Google Sheet which was hard to keep 
• ClickUp which was too hard to build relations between boards

At first, we didn't understand the full depth of the product. After a while, we realized that everything is possible and more.

I did the initial setup by myself.

For us, Monday is an inseparable part of our business.

I'd advise people to use the pro version only. It's pointless to buy the others.

We evaluated ClickUp.

New users should find a person who understands database design. It will help you use the capabilities of Monday 300% more.

We use the product for managing all the projects and tasks of a non-profit association. 

We have several groups and task forces, and all our board members and volunteers live around the globe. We also have guest members who work on occasional projects and need access for a short period of time. We also have service providers, with whom we share several projects which needed to be on time. 

We have projects ranging from short to longer-term, including our strategic planning, which is also done on Monday.com.

After we started using Monday.com, the benefits were clear. We could centralize all our demands and responsibilities in one place. We have several service providers, board members, volunteers, and guest participants, and having the possibility to check the progress of their activities easily, in one place, and with a few clicks is a great service and has been much appreciated by everybody in the different teams. We now have a better idea of how we are doing with daily tasks and with the planning of long-term projects.

The possibility of having multiple boards is indeed a great feature that allows us to see the many projects (and their progress) at a glance. 

The workspaces are also an extremely valuable tool since we can have many separate workspaces for teams with different credentials. That is important to have more confidential projects set aside, and have people only assigned to their assigned projects or assigned tasks at a particular moment. 

Of course, the add-ons are important to integrate the other tools we use.

One important feature that would improve Monday.com would be an application for desktops (Windows/Mac). I work with many internet tabs open and would prefer having Monday.com as a separate program - not opened via the website. That could improve the daily managing and practical use of Monday.com. 

I do not use the Monday.com mobile app, since I concentrate on work-related things on the computer. I also work with several Google Workspaces, so that puts more difficulties for easy visualization.

I've used the solution for one year.

Until now it has been shown to be very stable.

We have not scaled up yet.

We did not have any need to reach out to technical support so far.

Positive

I did not use a different solution previously. 

The initial setup requires some time to learn to navigate it.

We implemented the solution via an in-house team

I am not the administrator and have no sense of the ROI.

I did not evaluate other options previously.

The product is used for tracking customer success activities and daily interactions with customers. We're using dashboard views to analyse data gathered on the boards and track due dates for customer engagements. It's helpful for product release planning and sharing updates with team members as well as onboarding project management. 

The primary use case, however, is tracking customer engagements and reporting to higher management. We also use Monday.com for managing training activities for new joiners. We have close to ten workspaces with five boards on average.  

Monday.com helps my organization track the pulse of our customers and gives a 360-degree view of our users to everyone in the organization. It has helped us in tracking customer engagements and reporting to higher management. 

We also use Monday.com to efficiently onboard new users and give them access to all the training material needed for communicating with the customers. We have close to ten workspaces with five boards on average.

The analytics view is very powerful with Gantt charts and multiple chart visualizations. The integration capabilities to bring in data from external sources like Gmail, Zoho, and HubSpot. Even connecting to Google Sheets is very helpful. 

Prior to Monday.com, all requests were sent by email, making it difficult to keep track of the workload. With Monday.com, all team members can view what's in the project file and know where each project job is in the process. 

I really enjoy the customizing features that Monday.com provides; we have a number of clients that want a tailored experience to make things simpler for both us and them. Monday.com has so many excellent features, however, if I had to select one, it would be the organization.

Monday.com also facilitates internal and external collaboration. The time management and cross-team functionality are fantastic.

Managing project status and product development may be quite difficult unless you have a project manager. 

I've used the solution for two years.

The ROI that my team and I obtained from Monday.com covers the cost and then some; we've been able to raise internal efficiency and improve the overall capabilities of corporate operations. This has enabled us to work in a more organized and effective manner, allowing us to finish more tasks and increase our productivity bonus.

The product is primarily used for collaboration between team members, particularly around project management. We will add design, development and digital marketing jobs, and project briefs and change the status of said tasks daily. We'll allocate team members to projects, use the chat feature, and generally just keep projects flowing within our creative and marketing agency. 

We also use Monday.com to store client information, run purchase orders and keep tabs on our retained clients. We have various boards not only set up for our clients, but for the business too. Whether that be campaign ideas, staff updates and more.

We now have a central hub for all information regarding jobs and clients, and it makes it much easier to share the workload between the team. 

It's especially helpful for colleagues working from anywhere/remotely, as they can simply log into Monday.com and find the information they need. Each of our clients has their own board, then within the boards, we can categorize by area (i.e. design, development, copywriting, etc). 

The automation in particular is a help. When a design job is set to 'Complete', the developers are informed straight away. It's a very useful tool and takes away the smaller manual jobs we used to have to do.

I personally like the visual aspect of Monday. As a team of creatives, It's highly important that we are able to color-coordinate jobs/status and it makes it so much easier to differentiate between clients and tasks. 

The appearance of Monday.com makes it easier to consume and digest. The search feature is also very handy. As our business has grown, and jobs have increased and Monday has grown with it. We can search for the items we need, however, the boards still also look good and have remained well-organised.

When replying to colleagues, it would be useful to see the formatting options (bold, bullets, etc.). You can only see these when composing the first message. 

Subitems from subitems would also be beneficial at some point in the future. 

The 'My Work' section could be improved. At the moment, the jobs are listed by date - i.e. overdue, today, this week, etc., however, it would be better to see these by each client and to see them in the exact way we do in the normal view of Monday (or at least be given that option).

I've used the solution for around three years.

The stability is very high.

The scalability is very high.

We've never had any issues at all.

Positive

We didn't use a different solution, however, we do use Float as well, as the timeline feature in Monday.com doesn't really work for us. 

The initial setup is straightforward. It just takes time. Dedicate some time in your calendar, along with at least one other colleague to test it out/set up.

An in-house team set up the product.

I'm not 100% sure of the ROI, to be honest, however, it has saved on manual labour, ensuring our team are working to the best they can be.

I'd advise potential users to just shop around and make sure it works for them. Sample it with a couple of users first, and have a play around before fully committing.

We also looked into Asana and Harvest.

Users should be sure to take advantage of the automation. They're intimidating at first yet easy to set up once you've created one or two. It takes some time to get going with it. Be sure to set that time aside.