What is our primary use case?
I am an implementation consultant, so I help tons of clients do different things with monday.com. I'm in a business that does the setup for clients of all various verticals. I've used it for just about everything.
I also use it for various different things for my own business. I use it for project management so that I can manage all the different clients that I'm working with at one time. I use it for billing so that I can track the number of hours that I've spent on a particular client to bill them. I use it as a CRM so that when I get a new lead for someone who may be interested in the product implementation or the product itself, I can nurture that lead, and hopefully, get to a point where there's a deal in place and a proposal, and then they become an account and a customer. These are some of the things I use it for.
I've used it for other clients to track real estate projects. I've used it with an insurance company to track their renewals. I did projects with media businesses. When we did those, we tracked the new shows that were coming out and everything that had to be done for that show. We also tracked events because they would have something like a show opening where people would come to preview a show or movie. We had to track those events. So, I've used it for a ton of things.
What is most valuable?
I like the update feature. It's almost like you can replace email with it. You can communicate on a particular item within monday.com, and then you can see the history of who commented, when they commented, what they said, and the reply to what they said. It's much easier to follow up on a particular item than have a thousand emails going back and forth. In a big project, you can usually have a ton of emails. If you use monday.com as a communication tool, you can almost eliminate email and have better tracking on what was done, when it was done, and what was said about the items. That's probably my favorite feature.
It's very easy. One of the other things I like about monday.com is that it's very visual. It's very easy for non-technical staff to learn. It's kind of a drag-and-drop and point-and-click. It's very colorful. Most of the learners are more visual. It's a lot easier to read, understand, and manipulate than Excel, which is what a lot of companies rely on to run their businesses.
I like the visual presentation of its interface. It's clean. It's customizable to some extent. You can use colors for different groups, which calls your attention to that group. You can do some daily colorful dashboards to visualize what's going on with your board.
It's very flexible. There's not been a ton of things that I've run into that I couldn't do in one way or the other. They are building a tremendous third-party app library. If there's something that monday.com doesn't do natively right now, plenty of vendors have gone out and said that monday.com can't do this, I'm going to write an app for it. Using those third-party apps helps bridge some of the gaps that monday.com hasn't grown into yet. Make and Zapier are two third-party apps, but they have a native integration with monday.com. For anything that you can't do with the third-party app or natively, you can use Make or Zapier to do different things using API. We've not run into anything that we couldn't do at least by using Make, Zapier, or a third-party app.
Views is another powerful feature of monday.com where you can just say show me everything that's due within five days. It's easy to work from that list instead of working from a hundred-line project plan.
What needs improvement?
It's getting better for viewing projects and timelines. It wasn't strong for project management to begin with. It missed some basic things that a lot of people were used to in solutions like Microsoft Project, but they are continuing to improve on it. It's definitely getting better. You can do a Gantt chart now where you can mark your baseline, so you can track things that were overdue or things that got done early. You can track how things are impacting timelines. There's still some room to grow with project management, but they're on the right track.
It does have some native report widgets, but there are limitations on those. They're still building that capability out in my opinion. The reporting in monday.com is probably the weakest link, but there are third-party apps that you can add in that do some great reporting for you. You can also tie monday.com into a data warehouse and use something like Tableau, Power BI, or any reporting tool that can report out of a data warehouse to get the more in-depth reports that you need. monday.com will get there, but it doesn't seem to be one of their top priorities. We are working around some of those things where we need more in-depth reporting with Make or data warehouse with Tableau or Power BI.
Reporting dashboards need a lot more love. There are some limitations based on the plan that you get with monday.com. If you're a company that's running a bunch of projects and you only need the Pro plan for your number of users, you're still limited in terms of the number of boards that you can include in the dashboard. So, for pulling your reports out, using a data warehouse gets you past all that and gets you better and more inside of a report. You can also use third-party apps. There are a couple of third-party apps that I like.
There still are challenges with the stability of the product. From what I understand, they're undergoing a rewrite of the way the system was written, so there are some stability issues. It's going to be much better once they get the final code or rewrite done.
For how long have I used the solution?
It has probably been four years.
What do I think about the stability of the solution?
It's pretty stable, but they're transitioning its code to another platform. So, we are getting some stability issues. We get a notice that automations aren't working. They usually fix such issues within an hour or two. There have been very infrequent issues that have taken longer than a day. They're on top of that part, so I'd still say that it's a stable platform even though they are doing this transition, and we do have some messages that come through saying that something is down. It's more stable compared to others I've worked on.
What do I think about the scalability of the solution?
It's very easy to add new users. It has the ability where when you add a new user to your account and you're over your allotted number of users, they just go ahead and bill you for that. You don't have to do anything. As long as you have a payment form, like most software companies nowadays, they'll just go ahead and bill you for that. It's extremely easy to do that.
How are customer service and support?
I have interacted with them. Before the end of last year when layoffs were going on, their support was top-notch. I had never worked with a company whose support was as good as monday.com. You could send a ticket in, and you would most likely get a response that day, whereas when I send a ticket in now, it could take days.
I know they've had some layoffs in that area, which is disappointing. Their support had put them head and shoulders above everybody else because you could send a ticket in, and within a couple of hours, you'd have an answer, or you'd have an answer overnight when the second or third shift came on. That was great, but now, I feel that it has gone down. I'm using community portals and searching the web and YouTube videos a lot more than sending in a ticket and getting a quick answer. It's taking me more time to dig into something if something is not working the way it should work. That's a bit disappointing.
At this time, I'd rate their support a six out of ten. Before the layoffs, it'd have been a ten out of ten.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I've worked with Trello. Trello was kind of a stagnant solution. They didn't do a lot. They started doing some more R&D, but you're still limited with Trello. I switched from Trello to monday.com because I could do so much more with monday.com than I could do with Trello. I could look at my data differently. It's much easier to navigate than Trello.
I've used Zoho and others in the past, but that was long ago. I can't do a fair comparison to them now.
Another thing that I like about monday.com is that they are putting a ton of R&D money into the product. I've been working on the product for about four years, and there has been constant R&D. They are putting out new features every month. They are trying to make this product better. That's another thing that drew me to monday.com over some of the other products that I knew were kind of stagnant from an R&D perspective.
The time it takes to create a new project using monday.com depends on the project. It depends on the number of items and the number of columns. I can talk to you and put a board together with the columns that you tell me you need in an hour. That's not going to include any automation, or it may include a small number of automations. It depends on what the project entails. I did the insurance company one in an hour. I had a phone call with them. It was easy. I'm also working with a company that is building out locations all across the US, and we're doing a lot of real estate work. That was very complicated. It took probably six weeks, but a lot of that was back and forth with how they wanted to do things. I had to show them monday.com works like this, or it works like this, and which way they wanted to do it. It just depends on the size of the project and what you're trying to accomplish. As compared to the other products that I've used, monday.com is faster in terms of creating new projects, and I can do more with it. For example, the veterinarian's office was trying to use Excel to track fifty different properties. All of the tasks were going on without any kind of automation. It was just manual. They were spending a ton of time looking at spreadsheets, whereas now, they've got a system that will send them reminders with something to do. It just depends, but monday.com is faster. It just adds so much more with automations and integrations.
How was the initial setup?
I help companies implement monday.com and use it. It depends on the complexity of the project. If somebody just wants to put a simple board up to track PTO or their employee information, that's simple, but if you want to do a project plan that links to a bunch of other project plans or you want a bunch of reports out of it, that can be a little bit more complicated. However, most of the time, setting up boards in monday.com is very simple. It just depends on what you want to do with it. Setting up one board is nothing, but if you want to build a system out where the boards talk to each other and you get good reporting and breakdown with silos, that's going to take a little bit more time.
In terms of the number of people involved, from my side, we typically have two or three depending on the complexity of the project. If there are integration needs, most of the time, it's just me, but if the project is more complex, then I'll pull other people in.
I've been doing implementations for thirty years, and from the client side, the biggest issue I see is that a lot of times, they'll put one person in charge of saying this is how it's going to work without having communications with the actual users. They don't bring the other stakeholders in to say why they are doing something in a certain way, which tends to lead to rework. Having a small team with representatives of the different areas that you are trying to automate and use monday.com for is the best way to do it.
The size of the client's team depends on the size of the project. I've worked with teams of two to three on the client side, and I've worked with teams of 25 to 30 users, but they all represented something different within the business. As we talked about things and everybody was there, everybody was aware of what was being done, and they could provide inputs on doing it in a certain way.
What's my experience with pricing, setup cost, and licensing?
There are features that they're putting in the Enterprise plan that you have to pay for the Enterprise plan to use those features. The Enterprise plan is probably double or triple the Pro plan price, or it may be two and a half times. From a business standpoint, I don't like the fact that I have to pay two and a half times more to use a particular feature. I get why they're doing it. They are a business, and they've got to make money, but they're intentionally putting some of the features that are needed to run a good project or a good business in that Enterprise plan, and, of course, it's the highest price plan.
Some of the smaller businesses don't need some of the features that come along with the Enterprise plan. It's just a give-and-take, but I don't like the model where a small company with five to ten people has to pay double the price to get that one feature. If you've got two hundred users, you can probably get a little bit of a pass break, and they probably got one because they have thousands of users. I've got a client who is a small lab management company, and it would be great for them to have one of the capabilities that's in the Enterprise plan, but they can't pay two and a half times the cost of the software to get that one feature. So, we're having to do workarounds for that, and the workarounds are not always pretty.
What other advice do I have?
If you're evaluating it, I would advise getting the trial membership and playing around with it to see if it does what you wanted to do. Talk to a consultant if you need to. Pay for an hour with a consultant to let them talk to you about how that particular platform works and how you want to use it. There are plenty of clients that I've moved from Salesforce, Trello, or Asana because monday.com is a better platform for what they're trying to do. Salesforce is way too complicated for a small business to do the type of tracking that a small business needs to do, and it's more expensive. It's just a matter of evaluating the functionality and the scalability of what you want to do long-term with your business or your project.
It's fairly easy to learn. It isn't technical at all. Just like any new software, it takes a little bit of time, but monday.com does have some good resources. I have little ninety-second clips to show you how to do small things. I offer training to my clients too so that it's more specific to how they are using the product. Of course, you do have monday.com's training, which is more generic. In my experience, most of the time, people learn better if they're looking at their own data and working with their own system, but overall, it's fairly easy. If you've used Excel before and you're good at that, monday.com is super easy. It's easier than Excel.
It can help to reduce project delays, but you have to set it up correctly. You have to set up automations or notifications when a deadline is within five days, ten days, or whatever you need to get that amount of work done. That's key to being able to stay on top of those projects. I'm looking at a client's data. They have this great little project management table, but nobody is on to it. There are no deadlines, and there are no automations. They're missing the ability to stay on top of that. There are no views. There are a lot of things you can do to stay on top of the project. You just have to set it up correctly.
It can help break down silos within an organization. A lot of the people who are managers don't want to see the details. They don't want to see what goes behind making the sausage. They just want to see if the sausage has been made. So, dashboards, reports, and things along those lines are imperative to being able to break down silos within a business.
Overall, I'd rate monday.com a nine out of ten. The biggest weakness is its reporting abilities. There are some limitations to what you can pull in for reports and the number of boards you can include. There are some things you can't do in reporting right now. The number of boards that they limit you to for the reporting is also like a handcuff. There should be the ability to see things differently. In the reporting, they need more widgets, or they need to be able to include more field types or things along those lines to give you better insights without having to go to a third party.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Reseller