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reviewer1849458 - PeerSpot reviewer
Marketing Manager at Go-Vi Limited
User
Efficient with helpful tracking capabilities and great automation
Pros and Cons
  • "We have many different automations set up for different use cases."
  • "We have always wanted to be able to perform a global search for a phone number."

What is our primary use case?

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.

How has it helped my organization?

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. 

What is most valuable?

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. 

What needs improvement?

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. 

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monday.com
May 2025
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For how long have I used the solution?

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

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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

How was the initial setup?

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. 

Which deployment model are you using for this solution?

On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1849392 - PeerSpot reviewer
Executive Assistant at Kilberry
User
Easy to use, very organized, great interface, layout, and colors
Pros and Cons
  • "It's probably one of the most user-friendly platforms I've ever used."
  • "The mobile app is not as user-friendly and as adaptable as I'd like it to be."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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. 

What needs improvement?

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.

For how long have I used the solution?

I've used the solution for one year.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
monday.com
May 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
857,028 professionals have used our research since 2012.
reviewer1849473 - PeerSpot reviewer
Senior Marketing Manager at Contentology UK
User
Great file upload capabilities, streamlines communication, and offers Gantt charts
Pros and Cons
  • "File upload and communication save hunting for messages or files across devices and shared areas."
  • "It is a touch expensive, especially when just starting out."

What is our primary use case?

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. 

How has it helped my organization?

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).

What is most valuable?

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. 

What needs improvement?

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.

For how long have I used the solution?

I've used the solution for around six years.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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

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

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

What about the implementation team?

We handled the setup in-house.

What was our ROI?

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

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

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

Which other solutions did I evaluate?

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

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1849443 - PeerSpot reviewer
Support Specialist at moralius.com
User
User-friendly with helpful visualizations and great support
Pros and Cons
  • "Support from Monday.com makes you feel super comfortable communicating any inquiries you may have."
  • "Better integration with Outlook would be awesome."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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. 

What needs improvement?

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.

For how long have I used the solution?

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

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

We literally trusted Monday.com since day one.

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

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

Which other solutions did I evaluate?

We did various evaluations.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1849422 - PeerSpot reviewer
Postdoctoral Researcher at Embrapa Agroindústria Tropical
User
Offers multiple boards, has useful integrations, and allows for credentialed access
Pros and Cons
  • "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."
  • "I work with many internet tabs open and would prefer having Monday.com as a separate program - not opened via the website."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I've used the solution for one year.

What do I think about the stability of the solution?

Until now it has been shown to be very stable.

What do I think about the scalability of the solution?

We have not scaled up yet.

How are customer service and support?

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

How would you rate customer service and support?

Positive

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

I did not use a different solution previously. 

How was the initial setup?

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

What about the implementation team?

We implemented the solution via an in-house team

What was our ROI?

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

Which other solutions did I evaluate?

I did not evaluate other options previously.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1849425 - PeerSpot reviewer
Customer Success Manager at Quality Clouds
User
Great analytics view, helpful integrations, and has excellent organization capabilities
Pros and Cons
  • "The analytics view is very powerful with Gantt charts and multiple chart visualizations."
  • "Managing project status and product development may be quite difficult unless you have a project manager."

What is our primary use case?

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.  

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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

For how long have I used the solution?

I've used the solution for two years.

What was our ROI?

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.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1849404 - PeerSpot reviewer
Senior Information Technology Specialist at Reed Elsevier Philippines
User
Easy tracking, notification and tagging capabilities
Pros and Cons
  • "The sales sheet where we keep track of all transactions including transaction history, customers, and all necessary records is great."
  • "Adding more features would be ideal since there are limitations as far as scalability."

What is our primary use case?

We use the product for recording and keeping track of all sales and transactions going on in our company. This includes sales, returns, descriptions and order numbers. 

It provides our company with a customizable web and mobile work management platform, designed to help teams and organizations with operational efficiency by tracking projects. 

We use the platform on a daily basis since all our tracking, status updates, and descriptions are all logged in real-time. Also, the updates are all real-time as well which makes it an important tool in our daily cycle

How has it helped my organization?

In terms of being more organized, Monday has greatly improved overall productivity in the workplace. All the data and information is stored in one place. It is extremely easy to use and does all the project planning and management work for you. 

It can also integrate with quite a few systems to automate processes like creating an inventory, sales, and customer report database which makes it easy to track all updates on one platform. Our whole team uses this platform daily and so far it has been a big help. 

What is most valuable?

The sales sheet where we keep track of all transactions including transaction history, customers, and all necessary records is great. Every team member has access which makes it easy to tag which customer belongs to who. As for interacting with the project and its tasks, it's very easy. We can set status, assignee, dates, add items, etc. Notifications are a great tool to stay on top of things, especially with customer updates which are critical. You can see all your tasks without scrolling through long items in a project.

What needs improvement?

Adding more features would be ideal since there are limitations as far as scalability. For example, we'd like a field for adding attachments, especially since, for recording purposes, customers submit documents. It would also be nice if there are training or quick access tools for new features since there are actually a lot of decent unexplored services that we may have not been using. They might actually be helpful in our day-to-day operations if we were aware of them. We continue to use the platform since all our data is stored in one location and the whole team relies on it.  

For how long have I used the solution?

I've been using the solution for a little over a year.

What do I think about the stability of the solution?

The solution is very stable and reliable.

What do I think about the scalability of the solution?

I would rate scalability a seven out of ten.

How are customer service and support?

We have not reached out to customer support yet.

How would you rate customer service and support?

Positive

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

We previously used Google Sheets.

How was the initial setup?

The initial setup was easy.

What about the implementation team?

We did have assistance. I'd rate the process a seven out of ten.

What was our ROI?

The ROI is still the same.

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

It is a very cost-effective solution.

Which other solutions did I evaluate?

We did not evaluate other options so far.

Which deployment model are you using for this solution?

On-premises

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

Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1849485 - PeerSpot reviewer
Consultora Inbound at a marketing services firm with 11-50 employees
User
Excellent integrations with great color coding and various board views
Pros and Cons
  • "Monday is a great way to have history and a backup for all the work done."
  • "Monday is excellent for collaboration between partners and team members, however, it would be great if there could be a way to have clients on Monday, and not just to share information."

What is our primary use case?

I use Monday in my work. I work for a Marketing and Advertising Agency. 

We are a 20-member team. Monday is really useful. The best thing (recently added) is that you can see everything that is asigned to you and keep track on what's on your plate. 

As a small team with a variety of roles (like designers, code developers, writers, social media managers, and consultants) it is really useful to keep everybody up to date.

There is a way you can share a board with clients so they can see in real time how is the project running.

The app is great too. You can work even if you do not have your computer near.

How has it helped my organization?

When I joined the company, they already used Monday, however, compared with other tools that I've used in other companies, this is superior. 

Monday allows for remote work perfectly. You can see the contributions made by others. You can get notified every time something has been updated.

Monday is a great way to have history and a backup for all the work done. Other tools are just like live chats, however, Monday keeps track of everything. 

You can have different roles for every person in your team. 

The productivity tool is one of my favorite aspects. You can even track the time it takes you to complete a task.

What is most valuable?

The productivity tool is great, as is task dependency.

You can create specific groups on your boards and give them color codes. This is really useful.

It is great that you can select if you want to see the project in list, kanban, or Gantt. This is something really useful that other tools do not allow you to do. Usually, you have to use more than one solution. 

You can integrate Slack, Google, Excel, Drive, or Dropbox.

As a company that uses a variety of tools, it was great to have everything in one place, Monday was the solution.

What needs improvement?

Monday is excellent for collaboration between partners and team members, however, it would be great if there could be a way to have clients on Monday, and not just to share information. That is something you can already do. Instead, we'd like to add a client as a client so they can give real-time feedback, answer questions, and see the whole project and its stages. It takes time to copy and paste things that the client could be adding on Monday, and the team can see it with no problem, with controlled access.

For how long have I used the solution?

I've been using the solution for one year.

What do I think about the stability of the solution?

The solution is completely stable and trustworthy.

What do I think about the scalability of the solution?

They are adding some great things, however, a client version would be a really big step.

How are customer service and support?

I've never used technical support.

How would you rate customer service and support?

Positive

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

Yes, I did use a different solution. I changed as my new work uses Monday.

How was the initial setup?

It was all set up when I began with the company.

What about the implementation team?

I don't know how the company set up the solution initially.

What was our ROI?

I don't know what our ROI is.

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

I do not know about the pricing; my company pays it.

Which other solutions did I evaluate?

I did not evaluate other options.

What other advice do I have?

Monday is wonderful.

Which deployment model are you using for this solution?

Private Cloud

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

Google
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2025
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.