Woody Van Horn - PeerSpot reviewer
Atmosphere Engineer / Founder at WvH Hospitality LLC
Real User
With critical path, all the steps, and milestone information, it does a great job of tracking statuses of projects
Pros and Cons
  • "It gives me an overall view of everything someone is working on. I can go to the My Work feature, click on someone's name, and see all the tasks assigned to that person; their whole workload."
  • "I would like the web-based app to be able to switch between different accounts. The mobile app can switch between accounts pretty easily, but with the web-based app, you have to log out and log back in to do it."

What is our primary use case?

I'm a COO of multiple companies that do business management consulting. I implement monday.com at every company that I work with for managing workflow, HR, SOPs, payroll, invoicing, accounts payable and receivable, meetings, and agendas.

How has it helped my organization?

If people know what they're doing, or the boards are put up the right way, or dashboards have been built, managers can usually assess how far along a project is and what needs to happen next. It's pretty amazing at showing a project's completion rate. You can pull almost any data you need out of it.

It helps me in terms of reducing project delays by giving me a bigger, comprehensive idea of where a project is at by listing the critical path, all the steps, and creating milestones of what needs to get done next. monday.com does a pretty great job of tracking the statuses of projects.

It's also great for breaking down communication silos between different departments that are not talking to each other. Being able to mirror boards or different departments' projects, statuses, and completion rates on other boards are elements that really help people to understand what might be delaying them in one department, and that this other department is coming along and getting things done. While people know which boards they need to be on because they're working on a given project, they are able to "get inside" other departments without being overwhelmed by their workload.

Collaboration is quicker through updating status boards and setting up automation for notifications. Before, you might have had a Google Sheet that said, "This bill is paid, or this task is done." Using logic-based automation means that it can function such that, "If this turns to this, then notify these people."

What is most valuable?

It gives me an overall view of everything someone is working on. I can go to the My Work feature, click on someone's name, and see all the tasks assigned to that person; their whole workload. One of the things we've implemented in our company is that if you're working on something, it has to be in monday.com. There are no other boards or other checklists that people are using somewhere else. That way, when I want to see somebody's full workload or the projects they're working on, I can do so. That's probably my favorite feature.

I like the fact that it's drag-and-drop. The way I explain it to people is that it's Excel on steroids. The interface, visually, is great, and I give it five stars for viewing projects and timelines.

I like the integrations and workflows as well. When I am running agendas or workflows, I'm able to automate follow-ups. We create an agenda meeting board and assign tasks in real time. We'll follow up on the tasks in real time. We have people's agendas and work assignments all managed in monday.com. 

And being able to duplicate a successful board architecture as a template and implement that in other companies or departments is helpful.

monday.com is also flexible and very robust. I can basically do anything with it. Whenever I meet with a client, I find out what systems they're already working with. There are a lot of integrations and APIs available with monday.com, so I can usually have it pull data from other sites or other systems, or build custom workflows. The amount of integrations that it does, along with the ability to import boards from a Google Doc or Sheet, makes it pretty successful.

What needs improvement?

I would like the web-based app to be able to switch between different accounts. The mobile app can switch between accounts pretty easily, but with the web-based app, you have to log out and log back in to do it.

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monday.com
March 2023
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For how long have I used the solution?

I've been using monday.com for about three years.

What do I think about the stability of the solution?

Stability-wise, it's an 8.5 out of 10. There are updates going on all the time and sometimes you have to refresh your board. But it's pretty stable.

What do I think about the scalability of the solution?

It's scalable, 100 percent. There are no issues with that.

How are customer service and support?

I very rarely use their technical support, but when I have had a question, I've never had it take longer than a couple of days for them to reach out to me or get the right tech onboard with me.

How would you rate customer service and support?

Positive

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

I was in the Google Workspace world for a bit, and I still use that, but I did not previously use a work management program like monday.com.

How was the initial setup?

The setup is all pretty easy. The hardest part is building the templates. But once I imported my boards and the workflows that I normally use, it wasn't difficult. 

And when I meet with a client, I look at their current solutions and build boards for workflows based on their checklists or their steps. I build their action items or critical path for a project into workflows and then create templates for them. From that point, they can pretty much use them and modify them as needed.

It does not take very long at all to create new projects. That's one of the reasons I chose to jump in with the solution. Once I realized how easily I could import my current work programs and implement them, I was up and running pretty quickly. It didn't take me a long time to bring my data into it. The import feature is pretty quick.

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

The pricing is totally fair. I don't have any issues with it.

Which other solutions did I evaluate?

I looked at a few, but I fell in love with the way monday.com works, so I didn't spend too much time on other companies.

What other advice do I have?

It's pretty easy to use although it's a little intimidating at the beginning and people are a little apprehensive about learning it, because it is so robust and there are so many features. But once I force people to get into the ecosystem, they really start to understand it. Usually, the most difficult part for me is getting somebody to sign up for what, for them, amounts to another app or website or system they have to learn. But once they're in it, it's pretty easy for people to understand.

Once I've got somebody on the platform, after a couple of days they're usually pretty good with understanding how to navigate and get around in it. I usually have a little boot camp board for them to go through, so they learn some of the features. The challenge is just getting somebody to actually spend the time to go through and do it.

Another difficult part is trusting a team to use all the features available. A lot of people don't necessarily understand how to connect boards or how to implement their own ideas in it. As long as they utilize me as a resource and say, "Hey, this is the idea, and this is what I wanted to be doing on it," and allow me to jump in and connect all the dots for them, I'm able to help. But that's often one of the biggest challenges.

I would advise you to get somebody who is comfortable with monday.com, or an expert, to assist with the program. Dedicating a person to really assist all departments in utilizing it as much as possible is going to help.

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner.
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Arun Isravel - PeerSpot reviewer
OKR Consultant at self-employed
Consultant
Helps clients see their achievements, resolve problems, and plan strategies
Pros and Cons
  • "monday.com is very easy to use and very user-friendly. I can give non-technical people access to their respective boards and that enables them to focus on their objectives and their targeted items or customers... No other CRM is this user-friendly for non-technical end-users."
  • "They need to add more data values and fields, such as currency and functional fields, as well as more trigger functionality for automation and time-based management."

What is our primary use case?

I recently did work for a manufacturing company in India. They sell electronics to their customers as well as materials to B2B customers. They wanted us to create standard operating dashboards and we used monday.com to do so for every level of senior management. They wanted to manage all their sales and manage all their operations in the same place. I created boards for their manufacturing, sales, production, and project management operations. I also created automation tools based on the conditions and other requirements, as well as third-party integrations.

I know OKR well and I use the OKR framework with monday.com boards as well. They also were interested in knowing about their goals, operations, and marketing expenses. I created a separate OKR board for what they wanted to focus on.

How has it helped my organization?

monday.com has helped clarify that company's goals and created transparency: where they stand in sales, the amount of production completed per day, per month, and per quarter. They can see their marketing expenses, their junk leads, and the deals that closed.

The company is running in six regions, including North America, Europe, and Asia, and I created separate boards based on the territories. Information is allocated and automated in the respective boards in their Salesforce. I was also able to create their sales cycle process in one place. When a sale is closed it moves to operations and project management.

They have been able to see their three-month achievements and three-month problems and can work on how to resolve the problems and the strategies they want to implement for the next quarter. They have a clearer understanding of what they are doing and where they are going to focus.

Before monday.com, this company managed using Excel sheets. Once we implemented monday.com, it opened up clarity and transparency from the top level to the bottom level of management. They know what lower-level employees are doing and how they're contributing towards the organization's goals. They know how much of their goals have been achieved in a given quarter.

Decision-making is data-driven. monday.com gives detailed data in a single place, for every lead, sale, operation, and project. Every week it gives them clear data on where they stand: what processes are going on, what the backlogs are, and what needs to be done. With clarity on the boards and the data, it helps them make the right decision at the right time, in discussion with the respective managers or team leaders.

Delays are usually because of a lack of engineers or subject matter experts for a project. This is something that needs to be fixed and monday.com gives clarity on why there is a delay, where a process is not moving, to help them know which areas to improve.

For day-to-day project management operations of my team, as well as the entire organization, we can easily focus on a task-oriented system and the outcomes. And I'm guiding my clients to an outcome-based system using OKR boards so that they're focused on daily priorities based on quarterly goals and objectives.

What is most valuable?

monday.com is very easy to use and very user-friendly. I can give non-technical people access to their respective boards and that enables them to focus on their objectives and their targeted items or customers. We train them to use it and how to engage with their customers. It helps create a standard operating procedure for non-technical people and gives them clarity.

No other CRM is this user-friendly for non-technical end-users. I have worked with other CRMs, especially Apptivo, but with monday.com, we can access various models and find the necessary data in one place. We don't have to go to separate tabs to find data. It is like Excel, but in a single place I can find the data and details to easily grasp the information.

What needs improvement?

They need to add more data values and fields, such as currency and functional fields, as well as more trigger functionality for automation and time-based management.

For how long have I used the solution?

I have been using monday.com for the past one and a half years. 

What do I think about the stability of the solution?

I haven't faced any issues with its stability so far. I have not imported huge amounts of data into monday.com.

What do I think about the scalability of the solution?

Its scalability is absolutely great. I have brought most of the business users in my clients' organizations into monday.com because of its user-friendly visualizations on the boards and the automation, integrations, and flexibility. It is scalable for multiple users.

How are customer service and support?

I have contacted their tech support once. It was very interesting to chat with them and they shared all the details as well as a detailed user guide with information that helped.

How would you rate customer service and support?

Positive

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

Over the past six years, I have been working in CRM implementation. I used Apptivo CRM. My passion was to become a CRM expert. I searched for great products in the CRM area for end customers and I found that monday.com has all the functionality, automations, triggers, and integrations. I also wanted a scalable solution for my customers.

How was the initial setup?

My services include deployment and implementation of monday.com for my clients. Integration of the solution is generally straightforward, although sometimes we need developer input as well. We usually need a maximum of two to three people.

It takes a minimum of 30 to 45 days to create a new project, but that is for larger clients. For smaller clients, we can complete the entire project within 10 to 15 days.

Once we complete a project, I give detailed training to my customers and guide them on how to maintain and customize things. In terms of monday.com updates, I subscribe to their newsletter and I get their updates every month. I read about them and, if an update is suitable for our customers, I will acknowledge it by sending them an email, or if they want to know more about an update, I'll get onto a call and clearly explain the functionality and features of the update.

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

The pricing of monday.com is worth it.

Which other solutions did I evaluate?

Evaluation of other options depends on the customer's requirements. Some customers want HubSpot CRM. HubSpot has a service model as well as a CMS. I recommend the advantages of the respective CRMs: What are the advantages of using monday.com, HubSpot, and Apptivo CRM? Based on that and their requirements, I propose a solution. I will then give them a demo and they can decide how to move forward, which system will work for them, their use cases, and day-to-day activities.

Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
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Buyer's Guide
monday.com
March 2023
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: March 2023.
687,947 professionals have used our research since 2012.
SEO - PPC Consultant at Unibit Solutions
Consultant
Made it easier to collaborate as a team and with our clients
Pros and Cons
  • "The most valuable features are the way we could easily add tasks and track the timelines of tasks through a Gantt chart. That made it easier for us to see which crucial tasks were finished."
  • "A part that could be improved is notifications, as we receive quite a lot of them. We struggled to limit the number of emails that we were not part of... If we could mute emails for projects that we are only following but not necessarily working directly on, that would make a huge difference."

What is our primary use case?

We are a digital marketing agency and we were using monday.com as a platform to set up our projects and our clients.

How has it helped my organization?

The document sharing was very useful and a feature that really helped us to easily create and share documents freely in our team and with our clients. We could create a document in monday.com and share it with a client and they could also access and edit it at the same time. Overall, it was easier to collaborate as a team. Tasks weren't under the radar. The simplicity made it very helpful for us.

We have different clients for whom we do digital marketing. We could track reports and see which tasks had been done and which had not been done. We could also plan the tasks we should focus on ahead of time, the ones that were crucial. We had that in one dashboard and could track progress from onboarding to finalizing the project. That was a day-to-day use of monday.com which was really helpful.

With the platform that we were using before, we couldn't do that. We had to have another tracking system just to clock in on our tasks and record how long the tasks took. With monday.com everything was put together. We didn't have to purchase an additional service, which saved us costs and time.

What is most valuable?

The most valuable features are the way we could easily add tasks and track the timelines of tasks through a Gantt chart. That made it easier for us to see which crucial tasks were finished. It kept us aware of what tasks we have to do and which tasks were coming up. We could see, when we did onboarding of a client, each and every step that was put in place.

Monday.com was pretty easy and simple to use. Before it, we were using Basecamp and tasks could get forgotten and were not easy to track. monday.com made it easier for us to track our tasks in a timely manner.

The visuals were another of the good aspects. The colors and appearance made it way better than the other user interfaces that we used. The visuals were very helpful. The color combinations were very nice. Other platforms that we used, like Basecamp, didn't have all the visuals that monday.com had. It only had one visual, and you could change colors here and there. But monday.com made it very simple and very attractive.

What needs improvement?

A part that could be improved is notifications, as we receive quite a lot of them. We struggled to limit the number of emails that we were not part of. Within our team, there were different departments and sometimes we received notifications that were not really for us. They would be about a project that we were all in, but we wouldn't want to receive notifications from that project because we did not work directly on that part. If we could mute emails for projects that we are only following but not necessarily working directly on, that would make a huge difference.

What do I think about the scalability of the solution?

Our company is based in Cape Town, but I work remotely in Pretoria. We also have workers who are overseas. Our content team is in Canada and most of our clients are from Canada and the US, while some are local.

How are customer service and support?

We could easily get a hold of the support team. They were always friendly and very helpful when we were stuck and gave us different options for us to move forward. It was very easy and we could get assistance at any time.

We attended webinars that provided us with different tactics on how to use monday.com. That was very impressive because with other platforms we never had webinars or conferences in which they showed how different projects could be done.

How would you rate customer service and support?

Neutral

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

We used ClickUp and we used Basecamp before that.

monday.com was very straightforward. Even our clients could easily use it. The reason we moved to monday.com was that our clients were struggling to track things on Basecamp. monday.com was very easy and we found that we could work directly with our clients, collaborate and share documents very easily.

How was the initial setup?

To create new projects using monday.com we had a systematic structure, so it was very easy. It was just a matter of finding what we needed to get ready and which documents were required. For onboarding, it would take us 20 minutes, maximum, to get our onboarding documents and send them to the client directly.

As long as we had added the client on the platform, we could easily communicate with them directly, and all the communication could be tracked as well. The client was able to easily integrate into the system and we didn't have to send emails.

It was easier, with monday.com, to create a new project than it was with our older solutions because we didn't have to send additional emails after we had integrated the client. With our other solutions, in some instances, we had to send emails separately to clients to follow up. But in monday.com, the clients could respond quite quickly because they could easily understand what was expected of them and what to expect from us, in a very simple and straightforward dashboard.

What was our ROI?

There was definitely a return on investment, even though it was a little bit pricier. The fact that we didn't have to purchase additional platforms to help us meant we saved a bit of money. We didn't have to pay for a time-tracking platform, which Basecamp, for example, didn't have.

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

The pricing of monday.com was a little bit high for us, especially here in South Africa, compared to Basecamp.

Which other solutions did I evaluate?

We evaluated ClickUp. We were using Basecamp and then we tried to use ClickUp but we found we preferred using monday.com. With ClickUp, there were things here and there that we were still not getting right, so we ended up using monday.com.

What other advice do I have?

Maintenance is required when we assess challenges to make things easier to use and to integrate additional clients.

If you're looking for a platform where you can have an overall view of the progress of different projects, monday.com is an easy platform to use and you can track everything in one place. Everything is clearly set up for you to understand and see what comes next. It made it easier for us as a team to prepare on time and understand what the coming tasks were. If you want to simplify and track your work, monday.com is definitely the platform to use.

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
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PeerSpot user
Head of Projects at Smart Media SA
User
Top 20
Great automation with easy to understand boards and helpful technical support
Pros and Cons
  • "We are a lot more organized, and have transparency throughout key areas of our business thanks to this solution."
  • "I find that I cannot customize my automation for Slack as much as I need."

What is our primary use case?

We’ve used a variety of media platforms to increase the brand awareness of our clients and are endorsed by the retailers we partner with. True to our entrepreneurial approach, we are always on the lookout for exciting and innovative opportunities to grow and develop the businesses of our clients.

We required a system to assist us in various areas of our company. From managing new project roll-outs for our new media solutions to tracking our advertising campaign status and installations as well as giving us a complete and transparent view of our sales pipeline. Monday.com has given us that and more. We use Monday.com for the below areas:

  • Project management (managing the roll-out of our new in-store solutions and new online system roll-outs)
  • Sales pipeline (managing and reporting our sales pipeline)
  • Campaign Tracking (tracking the implementation and status of all our campaigns)
  • Accounts (keeping track of our billing and accounts information)
  • Meeting Minutes (we keep our meeting notes and minutes on Monday.com by using Monday.com docs)
  • Work forms and surveys for Adhoc purposes
  • Marketing campaigns. We recently started using Monday.com to manage our marketing campaigns and calendar

I use Monday.com to manage my project roll-outs, keep everyone updated on my progress by using the quick chart/graph view, manage ongoing campaign installations and progress, and track the status of our campaigns from the sales pipeline stage to operations and implementation to the final stages of the campaigns and then billing/accounts. 

I will also use the system for Adhoc purposes (ie. the surveys and work forms). I absolutely love this functionality and it is so easy to use. We specialize in and sell in-store media space in retail stores across South Africa (both static and digital media) and we have become in-store advertising experts in the pharmacy environment working closely with Dis-Chem to provide an effective offering to advertisers. We also have a training application where we train pharmacists and employees in the retail stores and educate them on all the products in-store. 

To say I am passionate about Monday.com is an understatement. I only wish there were more hours in the day for me to work on this amazing system. What I love the most is how customizable everything is. That is what everyone wants and needs - to make a system their own and be able to work for them. Every company is different and this is why Monday.com is the difference. I have tried ClickUp, Trello, and Favro and nothing quite compares to Monday.com.

How has it helped my organization?

We are a lot more organized, and have transparency throughout key areas of our business thanks to this solution. I have everything on Monday.com from my meetings minutes to all my campaigns and the progress of our installations, store lists with our current advertising media campaigns, etc. I have also on-boarded my entire team to use Monday.com and encouraged them to use Monday for their sales pipeline view/progress and reporting and for daily tasks and activities. I also use the dashboards and charts for easy reporting with my team. 

What is most valuable?

The boards offer an amazing and clear view of my tasks, campaigns, and progress. 

Automations especially with Slack and Outlook help with keeping my team up-to-date always. 

Graphs and charts are valuable for reporting purposes and to track progress made. 

Workforms/surveys are valuable and a very cool added feature. 

My team uses all of these features. I have a huge passion for Monday.com. What I love the most is how customizable everything is. 

What needs improvement?

I would love it if the milestones could appear in bold. Seeing this would help me so much. I would also like charts to have a bit more functionality without me having to purchase the 3rd party analytics and reports app. 

Automations could also be a bit more flexible. I find that I cannot customize my automations for Slack as much as I need. For example, I would like to send a notification to my team on Slack when a certain date arrives and only if the "probability rating" is at 3 stars (using the rating column).

For how long have I used the solution?

I've used the solution for one year and three months.

What do I think about the stability of the solution?

Compared to other sites the solution is very stable. Now and then automation may not work immediately, or, when amended too often, it won't change. However, that is often due to connectivity or confusing the system too much.

What do I think about the scalability of the solution?

I have no doubt Monday.com will only improve regularly and eventually become one of the most powerful online tools out there.

How are customer service and support?

Technical support is excellent. They understood me and helped me as soon as I needed help.

How would you rate customer service and support?

Positive

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

We did use Trello. Whilst the KanBan feature is important in some cases I definitely needed a lot more functionality and options for my site to be more customizable. I gave ClickUp a trial and try as well and although they have a similar concept as Monday.com I didn't enjoy the the look and feel and still find Monday.com more user-friendly. 

How was the initial setup?

The initial setup is very straightforward. I know the system backward and forward.

What about the implementation team?

I handled the setup in-house. I myself completed the onboarding with the team.

What was our ROI?

In exchange for managing projects easier and keeping my colleagues and boss happy and up-to-date, as well being more efficient, it's hard to put a monetary value on it. However, there is definitely an increase in productivity and in completing tasks efficiently. 

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

The solution works amazing for me and my team. I am very happy with the amount of automation and functionality we receive on the professional model package.

Which other solutions did I evaluate?

I did look at ClickUp, Trello, and Favro.

What other advice do I have?

I'd like the solution to please kindly make milestones appear in bold. If we were given the option for our tasks to appear in italic as well - that would also be amazing as we could then easily differentiate between urgent tasks and milestones. We want more customizable charts.

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
Founder & CEO at Falkor Digital
User
Great customization and time tracking with excellent communication tools
Pros and Cons
  • "Since I'm using it for a variety of purposes, not just project management, I can customize boards and workspaces based on the needs of that particular workflow."
  • "I'd like better CRM integrations."

What is our primary use case?

I have a three-person team (plus myself), where my team works offshore and I'm US-based. We use Monday.com primarily as a project management tool. However, I also use it heavily as a CRM and personal task management tool. 

I love that I can integrate it with our Google Workspace accounts efficiently. We're a design team, so sharing drafts of work is constant. 

I plan my team's daily workload with detailed steps, often up to 75-100 customizes steps, and respond to drafts across the project journey. 

For the CRM, I am manually entering leads that come through a combination of Dripify + LinkedIn + LI Sales Navigator, although I do wish there was better optimization and integration with that. 

How has it helped my organization?

Communication and file organization are centralized (instead of emails and file share via Google). I chose Monday.com over Trello, Wrike, or other competitors due to the user interface and ease of customization. 

Emails alone were becoming extremely challenging, especially with finding specific files or emails. We just started sending emails to boards as well which has been a game-changer. I know these are somewhat standard project management solutions, however, Monday.com does it in a way that's far more intuitive and easy to customize. That's the key difference for my team. 

What is most valuable?

Customization is #1 for me. Since I'm using it for a variety of purposes, not just project management, I can customize boards and workspaces based on the needs of that particular workflow. 

Communication tools have been fantastic, and my team has adopted them well. 

Time tracking is pretty good. It could be more robust, however, it's been fine so far. Previewing of files has been fantastic as well. I love not having to download every single file to see it. 

I live in the notifications; it's what I visit first thing every morning to see my team's updates. 

What needs improvement?

I'd like better CRM integrations. It currently does not stand up to HubSpot or SalesForce when it comes to integrating well as a CRM. Improvements there would be huge. 

I'd hugely appreciate a more price effective solution to scaling up and down my employees as well. It gets very expensive to scale. 

Also having a "lite" version of the application for executive user's who just don't have the ability or time to dive into the full version of the platform. Something like a customizable view link for either execs or clients who just need snapshots of specific things. 

I could also use the ability to separate companies. I run two companies in Monday.com and it's very challenging to separate notifications for different users and companies. 

Also, I need more features for mobile. I can't seem to delete action items on mobile or have other basic abilities that would allow me to be more independent from my computer. Also, I'd like better integration with iCloud for managing files on mobile. 

Lastly, they should offer PDF annotation directly in-app would. I could provide feedback without the need to download the file or use external applications. 

For how long have I used the solution?

I've used the solution for about two years.

What do I think about the stability of the solution?

The stability is not so great. It needs improvement for sure. When it goes down it is dead in the water until fixed and brings my business to a grinding halt. In terms of day to day the web version is generally not very buggy, it's more about the times where everything just stops working. The desktop version is quite buggy because it's essentially just pushing the data out to the web version on the fly. So I often find things don't update, or the desktop app in general can be buggy. I will sometimes add detailed items then they won't save. It's not often, but when it does happen it's quite frustrating. So I abandoned the desktop version in favor of the web version which is generally a lot more stable (when its not down that is).

What do I think about the scalability of the solution?

From a cost standpoint it's not ideal for smaller businesses like mine. Technically the platform is easy to scale team members and section them off. 

How are customer service and support?

Support is very good, fast, and knowledgeable - especially with more custom "what if?" kinds of questions that are more about custom workflow solutions. They are quick to provide potential workarounds or integrations that could work.

How would you rate customer service and support?

Positive

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

I've used Trello and Wrike in the past with companies I worked as an employee of. I never liked them. Once I started my own company I wanted something way more customizable. I went with Monday.com and have been very happy.

How was the initial setup?

The setup offers plenty of videos that are easy to understand and I also like the sample boards a lot. Support responds fairly quickly with answers so I'd rate the ease of implementation very high. 

What about the implementation team?

I personally handled all setup, training, and implementation. 

What was our ROI?

I'd say I've seen an average ROI. I cringe when I get the bill each year, however, I know I need it. If it were much more though, I'd have to reconsider out of sheer survival. 

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

I'd advise new users to expect to pay a lot more than you're used to. Also, that scaling is a pain. However, if they need something more user-friendly and customizable, it's the only way to go. 

Which other solutions did I evaluate?

I had already evaluated Trello and Wrike through direct experience. 

What other advice do I have?

The system has been pretty buggy as of late. I've abandoned trying to use the desktop application and the iOS app is super buggy as well. I will add items, with detailed comments, and they will just disappear. Stability should be a priority over enhancements in my opinion - at least until they are solved. My business comes to a grinding halt when the platform goes down, which has been nearly once a week this past month.

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?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Information Technology Manager at Big Chief Tire
User
Easy to set up, improves communication, and keeps users organized
Pros and Cons
  • "Monday.com is a very organized and easy-to-use tool."
  • "There should be on-screen PC/Mac notifications when the website/service is not open on the screen."

What is our primary use case?

Our business uses Monday.com to communicate assignments to each of our departments. Our management then receives the notice of the new assignments, can communicate with other staff in an organized location related to the said assignment, and can do all of this for multiple assignments at once. 

Monday.com is a very organized and easy-to-use tool. 

We also use this tool as a way to track the status of online sales. We only have about half a dozen of online sales active at any time (we are 99% storefront retail, with very rare cases of online sales) and Monday.com allows the storefronts to keep track of the online sale status all in one convenient place that one of our users keeps updated as the status of the sale changes.

How has it helped my organization?

Our business has produced a new level of communication and understanding of work needing to be completed that we did not have prior to using Monday.com. Prior to using Monday.com, we were primarily using texts and phone calls to communicate, but by not using an all-inclusive form of communication, a lot of vital information was lost in the weeds and Monday.com has resolved all of these issues. Monday.com allows us to keep all communication local to the problem in question, while not losing the information needed to succeed.

What is most valuable?

The communication/update section on each assignment is excellent. The ability to ask and answer questions and update each other on the progress of an assignment, while staying in the confines of that specific assignment, while also not disturbing other assignments or adding confusion is a priceless asset. 

As I included in my previous answer, we were primarily using texts and phone calls to communicate, but by not using an all-inclusive form of communication, a lot of vital information was lost in the weeds and Monday.com has resolved all of
these issues. 

Monday.com allows us to keep all communication local to the problem in question, while not losing the information needed to succeed.

What needs improvement?

There should be on-screen PC/Mac notifications when the website/service is not open on the screen. If they made it similar to a social media notification, that would be a bonus. From what I've been able to find, this is not a current feature with Monday.com. 

Another area of improvement would probably be a form of inclusion from outside sources of communication. I would love to be able to read a Monday.com notification on an Apple Watch, use voice-to-text to respond to the said notification, and then have that response get added to the Monday.com assignment in question.

Again, these may already be implemented in some form or fashion, however, I have yet to find them.

For how long have I used the solution?

Our business has been using Monday.com for almost two years now.

What do I think about the stability of the solution?

Our company's instance of Monday.com is cloud-hosted and we have no impression of the service halting in the future. We plan to use this service as our sole project management solution.

What do I think about the scalability of the solution?

Our company's instance of Monday.com is fairly small compared to other instances that I have seen. Our company only has around 25 employees that use Monday.com on a day-to-day basis. We keep everything within a couple of pages, and I've seen corporations that have dozens of pages open within their instance with each page essentially being used as an individual storefront. I have definitely seen cases of use where we could grow our company's instance into much more in-depth management, however, we have yet to see a need to.

How are customer service and support?

We have had minimal communication with customer service and/or support, only due to the fact that we haven't needed support in any way so far. Everything has run smoothly.

How would you rate customer service and support?

Positive

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

We have tried multiple solutions in the past (Asana, Whatsapp), however, have found that Monday.com has been the easiest product to integrate completely into our day-to-day with our staff. 

We have a staff of upper-level management that doesn't always want to conform to new technological inclusions into our business, especially on a day-to-day level, and we have had little to no push back on our integration with Monday.com. 

All levels of management use it on a day-to-day basis and company-wide, we have had great success in communication and a higher rate of completion by the deadline on projects and assignments created within the Monday.com platform.

How was the initial setup?

The initial setup is completely straightforward. Our VP had no issues setting up the service for our company.

What about the implementation team?

The solution was implemented in-house.

What was our ROI?

Our ROI with Monday.com is primarily based on job accuracy and completion by goal dates issued by upper management. While we don't directly quantify a financial ROI for Monday.com within our business, we do acknowledge the growth in information retainment, higher job accuracy within our lower-level staff, and higher completion by goal dates company-wide since implementing Monday.com into our business.

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

I'd advise new users to prepare to budget around Monday.com being a needed product that is never considered a dropable product. It has become a massive asset to our day-to-day production, and we plan to run full speed with Monday.com as our primary project management tool. 

It was extremely simple and easy to set up for our vice president who was then able to individually invite the required staff into our company's instance of Monday.com, and within an hour he had created the infrastructure that we have operated for the last two years.

Which other solutions did I evaluate?

As I said previously, we have tried multiple solutions in the past (Asana, Whatsapp). I have found that Monday.com has been the easiest product to integrate completely into our day-to-day with our staff.

What other advice do I have?

Monday.com is a fantastic project management tool that our company would recommend to any company working in any field with a deadline.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Timea Barrack - PeerSpot reviewer
Business Development Manager at Imre Borsanyi CPA
Real User
Top 20
Great features, helpful filtering capabilities, and great tutorials
Pros and Cons
  • "The filters are extremely useful."
  • "The product could have more templates."

What is our primary use case?

We primarily use the board, and we use automation, rules, and different groups.

We use monday.com for our workflow. But we don't really have any issues with Monday.com.

How has it helped my organization?

We spend less time organizing our things to do. Everything is on the board on Monday.com and we don't have to discuss or assign or meet anymore. We just push a button and change the status and it's done. We work more efficiently since using Monday.com.

What is most valuable?

There are so many great features. All of them are great.

The filters are extremely useful. Since we work remotely, we can filter down to the task, to employees, to urgency, to everything. Every little detail we can filter down into. The filtering is the best part. 

All of our projects, tasks, and clients are on the same board so we can search for anything and we don't have to ask the others.

What needs improvement?

They improve the product regularly. We just go with the flow as it works perfectly for us.

The solution should have better integration. We have, for example, Ignition, our online contract platform. When the clients sign the contract online, it would be awesome if it could trigger Monday.com and create a task immediately. Right now, we are doing it manually. We were trying to connect Monday.com with Ignition through Zapier, however, it was too complicated. Therefore, integration would be awesome.

They need a bigger server or more space on whatever they keep this website on. Sometimes, when we have a huge board, it gets slow. They might need more resources.

The product could have more templates.

For how long have I used the solution?

I've been using the solution since 2020.

What do I think about the stability of the solution?

The stability is endless. I don't have any projects that I cannot set up on Monday.com. It's so flexible. If you need something to organize your stuff, Monday.com is the best.

What do I think about the scalability of the solution?

There are 14 end-users. Everyone works from their laptops.

The scalability is great. There's nothing I can't set up, no matter the size.

How are customer service and support?

Technical support is awesome. They had some technical issues, a few weeks ago and they kept me posted. They replied back immediately. It was totally acceptable. They admitted to the technical issues and they did not argue. They did not ask me to refer to the router and stuff like that. Everything was good. Their support is good.

How would you rate customer service and support?

Positive

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

We tried many different platforms and none of them worked. Then, on Facebook,  an ad for Monday.com popped up and the company loved it.

We tried Karbon, and then Jetpack. They were not good. We spent more time changing and updating the status than the actual work.

Monday.com has more flexibility. Karbon did not have that many settings. Since we are a CPA firm, we have different projects and groups like tax returns, monthly closing, small tasks, and so many different items and tasks. Now, we have 14 users in this group and Karbon did not have that big flexibility to assign, and share tasks and responsibilities. We couldn't work it out. When we tried Monday.com, we found that we could change a lot more and update, and personalize everything specifically to the firm, or to the project, or the task.

How was the initial setup?

The initial setup was easy. There are great tutorials and support.

There were three people who handled the deployment. I was one of them. There was a manager who did the workflow and the professional details. I did the operational side of the workflow and another individual did the overall review and is the owner.

The product does not require any maintenance. 

What about the implementation team?

We did not use an integrator or consultant during the initial setup.

What was our ROI?

We've seen an ROI. The time we spent on organizing is a lot less than what we did before.

Previously, before Monday.com, our firm time was a lot higher. The firm time is when you are doing your organizing, saving documents, and checking your things to do. Now, it's a lot less. I would say 30% to 40% less time spent on organizing than we spent before. All of the time we saved, we carried over to billable time with clients.

What other advice do I have?

We are customers and end-users. Our environment is 100% virtual, with everyone working from home. 

I'd rate the solution nine out of ten.

I'd advise new users to watch the tutorials. If you do not have the basic knowledge of how to use Monday.com, you can get lost very quickly.

When a platform has so many settings and solutions, that means that it's more difficult to set up everything, as it's not quick. When you set up a workflow, you have multiple options to choose from and then, when you choose an option, then you have other multiple options. You can mess it up pretty quickly. 

However, if you are watching the tutorials, and see and think ahead about how you want to set up your board and what you want to see, this platform would be perfect. That said, at first, you need to know what you want to see. A random setting up of boards, statuses, and labels will not be ideal. If you know what you want to see, then you can prepare. 

Which deployment model are you using for this solution?

Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Project Manager at Pell Insulation Ltd.
User
Enables our customers to manipulate the dates that a project will be worked so I am always up to date with delays in our projects
Pros and Cons
  • "All of the features are valuable. Especially, creating tickets for projects and assigning workers. Having trackable conversations and archive items for reference. We offer our customers a live update of their project by sharing a board directly with them. This allows them to comment or submit documents directly to Monday.com."
  • "Service being down happens to often. They need to create a desktop version that stores the info locally so that when their servers are down, I can keep working and accessing my data. Then it could be uploaded when their servers are online."

What is our primary use case?

We use Monday.com to manage our projects as a construction company. We also use it to keep track of many things, such as employees and their safety certificates. We generate emails based on data in the projects. We schedule safety meetings and generate emails automatically. I have multiple boards for the same projects. One is for our orders, one is for a site overview and one we share with our customers. We have a service schedule that automatically generates a covid-19 form that the homeowner can fill out and submit directly to Monday.com

How has it helped my organization?

Before Monday.com we used to write our schedule on a whiteboard and use an Outlook calendar. Looking back now, I don't know how we did it. We would never go back. We are now organized across our company. There is accountability now since all conversations are recorded on our items. We offer our customers a live update of their project by sharing a board directly with them. This allows them to comment or submit documents directly to Monday.com. We do the same with some of our contractors. They have the ability to manipulate the dates the project will be worked on and I set it so I get a notification if the date is changed, so I am always up to date with delays in our projects.

What is most valuable?

All of the features are valuable. Especially, creating tickets for projects and assigning workers. Having trackable conversations and archive items for reference. We offer our customers a live update of their project by sharing a board directly with them. This allows them to comment or submit documents directly to Monday.com. We do the same with some of our contractors. They have the ability to manipulate the dates that the project will be worked on and I set it so I get a notification if the date is changed, so I am always up to date with delays in our projects.

What needs improvement?

Service being down happens to often. They need to create a desktop version that stores the info locally so that when their servers are down, I can keep working and accessing my data. Then it could be uploaded when their servers are online.

I would like to also see improvements to the map and phone number columns. I think Monday.com is based out of the UK. When entering locations, it always suggests addresses not in our country. When adding phone numbers, it doesn't recognize some area code and it enters it as if it was a European number. 

For how long have I used the solution?

We have been using Monday.com since September 2021.

What do I think about the stability of the solution?

For the most part, Monday.com is stable and works great, but when its servers are down, it can be a nightmare for us here at the office. I am really left in the dark and we don't have a backup. We depend on the Monday.com schedule. I think this needs to be addressed and I've already voiced my concerns with Monday.com.

What do I think about the scalability of the solution?

I feel that Monday.com would be able to grow with our company. If we doubled in size then I am confident that Monday.com would still get the job done for us.

How are customer service and support?

Support is very quick and helpful. They have address all my concerns in a timely manner. They send videos that they create specifically for your concern and it helps.

How would you rate customer service and support?

Positive

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

We used Outlook calendar before and it was lacking in so many ways. It only fulfilled the scheduling aspect and did not give us options to organize other areas of our company. 

How was the initial setup?

It is complex to start up. Luckily, I grasped it well and ran with it. I have since, been in charge of the maintenance of Monday.com. 

What about the implementation team?

I set up Monday.com myself using the tutorial they have on their website. Mostly through trial and error. I seem to have it set up exactly how we like it. Monday.com is very versatile so the options are endless which can make it daunting at first. I would suggest building the boards, keeping them simple and tweaking them as needed until you find the best way to display your info.

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

It's worth the cost depending on the size of your company. We have a pro plan and use most features for our company. The automations are key for us and the size of our company, the Pro plan makes sense.

Which other solutions did I evaluate?

I was referred by my sister, Michelle Kapila. She used Monday.com and showed me when I was hunting for a new service. I don't remember the other platforms that were options to switch to. Once I found Monday.com, I never looked back.

What other advice do I have?

I recommend Monday.com for those stuck using white boards/paper schedules. Since having Monday.com, I've seen the lack of organization in companies we deal with and how Monday.com would help them so much.

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: March 2023
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.