Senior Acquisitions Associate at First National Realty Partners
User
Helps with organization, can export to Excel, and offers effective automation
Pros and Cons
  • "The ability to export to Excel has been huge for us."
  • "In recent months, Monday.com has been down about once a week."

What is our primary use case?

I work in commercial real estate in acquisitions. We use Monday.com to track properties that we are considering buying. 

We post the property along with the offering memorandum, the location, links to our internal memo, purchase price, anchors, demos, anchor term, anchor sales, notable tenants, occupancy, etc. 

We also use Monday.com to track our process throughout closing to ensure all steps are followed by all members of our team. Members of our team are notified when they need to be, and they know to check the board to see where we are in the process.

How has it helped my organization?

Monday.com has made us very organized. We are able to track deals, upload files and links, add notes, and notify members of our team. 

Before using Monday.com, we would email members of our team the different properties we were sourcing, and often properties would get lost in the shuffle. It was a very disorganized way to operate. 

Now, we are organized and everyone in our company can come to our acquisitions pipeline board to see what deals we are sourcing. Along with our acquisitions team, members of our investor relations and leasing team will use this board to see our deals.

What is most valuable?

The ability to export to Excel has been huge for us. Every quarter, we will export our acquisitions pipeline board to Microsoft Excel to track our deals. We will see where in the country our deals are coming from, what brokers are showing us certain deals, and what type of deals we are seeing most often. 

The ability to view the Monday board on a map is also very useful. It allows us to see where most of our deals are found. The automation is also very useful and allows us to move items to different groups automatically and save time.

What needs improvement?

In recent months, Monday.com has been down about once a week. We rely on Monday.com to track all of our deals, so when it is down and not functioning, our whole workflow comes to a halt. This is detrimental to our business model. We cannot work when it is down, so we have to wait for it to come back on.  

Additionally, sometimes Monday.com is very slow and takes a while to load. This is also very detrimental to us since we all work from home, and therefore, we often will share our screens in a meeting. When we show Monday.com it will take time away from the meeting in order to wait for everything to load.  

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monday.com
April 2024
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For how long have I used the solution?

I've used the solution for more than two years.

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

This is our first CRM program that works this way.

What other advice do I have?

We'd like the company to make Monday faster and cut down on the times when it is down and not working. Recently, Monday has been down a couple of times a week. It will say that they are having technical difficulties, or it just won't load. It is frustrating because we use Monday for everything so we have to essentially stop and wait for Monday to start working again before we can continue to work.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Headmaster at Grace Covenant Academy
User
Great shared boards, helpful automation, and useful dashboards
Pros and Cons
  • "The solution is easily scalable."
  • "There are no missing features that I can think of."

What is our primary use case?

We primarily use the solution for process creation and then management, remote project and task management, and communication. Specifically, we use the product for admissions, enrollment, human resources, financial tracking, business operations, and project management.  

How has it helped my organization?

The product has improved our organization via improved communication and transparent processes and has become the designated place to find information. It offers better management of remote people and projects. Monday.com has revolutionized our ability to function as a non-traditional educational model.  

What is most valuable?

We like the shared boards, forms linked to the board, automation, and dashboards.

The shared boards have helped us to have quicker access to the tasks in each process, and the progress being made.  Especially in our model, employees and teams need quick access when they cannot wait on a response from another person.  

Dashboards have been key in managing revolving tasks and projects.  It has helped us reign in annual tasks that may be forgotten, and weekly dept maintenance tasks.  In effect, Monday is helping us create manuals which can be handed to new staff with their tasks, and explanations - and a means to monitor and manage.

What needs improvement?

There are no missing features that I can think of.            

For how long have I used the solution?

I've used the solution for roughly two years.

What do I think about the stability of the solution?

The product is very stable - and has great support to add features.

What do I think about the scalability of the solution?

The solution is easily scalable.

How are customer service and support?

Support is excellent. It is easy to find answers, and they offer quick contact the few times we couldn't.

How would you rate customer service and support?

Positive

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

We previously used a combination of Google Drive and paper.

How was the initial setup?

The initial setup is pretty straightforward. It has good help and videos. The hardest part was buy-in from those familiar with other solutions.

What was our ROI?

We haven't measured ROI, however, I can say we wouldn't have made it through COVID if it weren't for Monday.

Also, our staffing can run pretty lean thanks to the tools on Monday.

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

I'd advise new users to choose an option for your core team, then add as you need to.

I'd also suggest users change the setup of default boards so that not everyone in company is notified with each addition or change.  We almost lost people who were overwhelmed with notifications.

Which other solutions did I evaluate?

We did a Google comparison and liked Monday.com best.

What other advice do I have?

It is a great product and worth the investment.

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
Buyer's Guide
monday.com
April 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
769,334 professionals have used our research since 2012.
Head of Projects at Smart Media SA
User
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
Marketing Manager at By the Bridge with Cambian
User
Easy to assign tasks and change status with a helpful technical support team
Pros and Cons
  • "Having visibility of all projects and every team member's workload has been invaluable."
  • "It would be nice to have some more training such as webinar opportunities and refresher courses."

What is our primary use case?

The solution is used to manage numerous projects across multiple disciplines in a team of seven. 

Our business works across various sectors and it is therefore important to be able to easily manage projects across all areas of the business.

In the past, this has proved difficult as we work within a small team, and having such a variety of differing projects on the go at once has previously seemed overwhelming. The addition of Monday.com has meant that we are able to project manage each one and have visibility of the status of each at all times.

How has it helped my organization?

The nature of our business means that we look after varying projects across different areas of the business. Prior to using Monday.com the tracking of these projects proved very timely and often things were missed. It was especially difficult to keep track of projects where we were awaiting information or initial dates had moved. Monday.com has alleviated these issues.

Having visibility of all projects and every team member's workload has been invaluable. Not only has it enabled us to keep up-to-date on each project. It has also meant that we can easily see when members of the team are overloaded and are able to re-allocate tasks if needed. This makes for a much happier, less stressed workforce.

What is most valuable?

There are many features that we've found valuable, however, the main ones being the ability to change status so that we can see at a quick glance exactly where we are with a project.  

The ability to assign various members of the team so that it is clear what everyone's responsibilities are and the sub-items needed is great. Being able to create one project and then detail each element of that project via sub-items has been really valuable. It allows us to see who has done what and when, it also acts as a good process flow for every job - meaning that as soon as one person has completed their part, it can then be assigned to the next relevant person for the next part of the process.

The workload section is also a good idea, being able to easily track everyone's commitments for the week.

What needs improvement?

The workload section has improved, however, there are still areas for improvement in terms of things that don't quite work as they should.  

When changing a date in this format it reverts back to the previous date unless we physically go into the board. It's also sometimes tricky to pull in the correct dates. The board limit could do with being increased in this section as for me personally with the number of different projects we have our list of boards is growing.

It would also be good to have a way of filing old boards so that they do not automatically appear in things like the work schedule.

It would be nice to have some more training such as webinar opportunities and refresher courses. I don't appear to have been invited on one of these for quite a while and I found them to be really useful in the past.

For how long have I used the solution?

We have used the solution for two years.

What do I think about the stability of the solution?

The stability is good. So far, we have not had any issues and the development of the solution means that this solution will be a stable one for us.

What do I think about the scalability of the solution?

It has been developing ever since we first used it (almost at the same rate as we have), therefore it has grown with us, and often new features have launched just at the right time for us.

How are customer service and support?

We have had quite limited contact with technical support as the system is easy to use. That said, on the occasions where we have required additional support, it has been very timely and very good. 

How would you rate customer service and support?

Positive

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

Prior to Monday.com, we had no other system other than the traditional method of diarising projects.

How was the initial setup?

The initial setup is very easy!

What about the implementation team?

We handled the initial setup in-house.

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

The price is reasonable for the service we receive. The team has also been very good when I have had questions and needed something outside of the offered packages.

Which other solutions did I evaluate?

We looked solely at this system. The test was good and I was able to see that it would fit our needs.

What other advice do I have?

The system has made a really positive difference to our project management.

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
Charg d'Innovation Et Stratgie Infrastructure at Adista
Real User
Top 5
A stable product that ensures better team coordination and better project management in an organization
Pros and Cons
  • "The product's initial setup phase was straightforward."
  • "Though it offers full customizability, the table is an area where the product's performance is not quite up to the mark."

What is our primary use case?

I use monday.com in my company for work management, project management, and task management.

How has it helped my organization?

With the use of the tool in our organization, we have had a good experience with better team coordination and better project management, but one cannot modify it.

What is most valuable?

Though the product's interface is quite simple, it lacks some functionalities. There are some automation areas that work quite well in the solution, but the product lacks in certain items when it comes to implementation.

What needs improvement?

Mostly, the sub-items in the organization of the project are areas where improvements are needed. Though it offers full customizability, the table is an area where the product's performance is not quite up to the mark. From any improvement perspective, the solution should consider the aforementioned areas where it lacks.

For how long have I used the solution?

I have experience with monday.com. I use the solution's latest version since it is a SaaS-based product.

What do I think about the scalability of the solution?

Scalability-wise, I rate the solution a nine out of ten.

More than 200 people in my company use the solution.

Our company has plans to increase the usage of the solution in the future.

How was the initial setup?

The product's initial setup phase was straightforward.

The solution is deployed on the cloud.

The solution is always ready to use since it is available in the cloud, but you need a week or two to get the product working correctly.

For the deployment, you mostly create your team and invite people, and you complete the templates and dashboard. The longest part of the deployment is related to the dashboard, as you need to customize the dashboard to your needs.

At least two people with technical knowledge are required to take care of the deployment and maintenance of the product, but as it is a user-friendly tool, anyone can manage it.

What about the implementation team?

Our company's in-house team managed the product's installation.

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

Though I am unsure about the product's pricing plan, there is a need to make monthly payments towards the licensing costs attached to the solution, and it operates on a per-user plan.

What other advice do I have?

Those who plan to use the solution should take time to dive deep, test, and try to customize the product to meet their needs.

I rate the overall product a nine out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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PeerSpot user
Marketing Automation Coordinator at Halmyre
User
Great visibility with helpful subitems and great planning capabilities
Pros and Cons
  • "I like planning out steps within an item with dates."
  • "The solution needs easier automation."

What is our primary use case?

My team uses it at work to organize deadlines and keep track of information. We are a remote organization.

How has it helped my organization?

Everyone can see what other team members are doing and quickly see the status of tasks. We can plan out specific steps in projects and put dates/timelines on them. 

What is most valuable?

The subitems! I like planning out steps within an item with dates. 

What needs improvement?

The solution needs easier automation. We had a problem where we maxed out the automation limit. We also struggle to figure out solutions to notify people when certain tasks are complete so the next person can start their work.

For how long have I used the solution?

I've used the solution for three years.

What do I think about the scalability of the solution?

We are a small team, however, we've been growing over the last three years that I've been using Monday.com. It becomes more helpful the more team members we have, however, it may work better for smaller groups of people within an organization (e.g. the marketing team).

How are customer service and support?

I've never contacted technical support, however, I like the emails I get from Monday.com about new features.

How would you rate customer service and support?

Positive

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

We didn't previously use a different solution.

How was the initial setup?

I wasn't involved in the initial setup process. 

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

I didn't handle the licensing part of the process.

Which other solutions did I evaluate?

I didn't make the decision - it was someone else at my company.

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: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Office Assistant at Lake Lite
User
Easy to use and understand with easy Excel exporting
Pros and Cons
  • "The solution is great for notification on changes and updates and Excel exporting and we can easily build and customize new boards."
  • "I would like to see an app version similar to Teams, or even have them integrate with Teams."

What is our primary use case?

We use the product for marketing, ordering inventory, new product process tracking, scheduling, and website maintenance.

How has it helped my organization?

It has improved team collaboration. The notifications are great. Seeing the status of all our many projects has been helpful. It's easy to export into Excel.

What is most valuable?

The solution is great for notification on changes and updates and Excel exporting and we can easily build and customize new boards. It's sharable and overall beyond easy to use and understand. 

What needs improvement?

I would like to see an app version similar to Teams, or even have them integrate with Teams. I would also like to have more templates available to choose from on different projects. We need more integration with Office 365.  

For how long have I used the solution?

I've used the solution for two years.

What do I think about the stability of the solution?

I am very pleased and impressed with the stability.

What do I think about the scalability of the solution?

I am very pleased and impressed with scalability.

How are customer service and support?

In every job, I have had interactions with customers and support, and understand how it is important to listen, empathize and work together to communicate, both in positive and negative situations.

How would you rate customer service and support?

Positive

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

This was new to me when I joined the company. I didn't use something else.

How was the initial setup?

Yes, the setup was straightforward and simple.

What was our ROI?

Monday.com has helped track, organize and optimize our production, ordering, web design, marketing, and scheduling. I cannot even start to truly measure the ROI we have seen in the different aspects it has helped bring our team together, track all our main projects and keep our businesses running smoothly as we grow and expand.

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

I am unaware of the pricing aspect.

What other advice do I have?

We're pleased with Monday.com.

It is used internally, as well with our vendors and product manufacturers all over the world. It has truly helped us in so many ways.

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
Principal at The RBA Group
User
Great project organization, helpful tagging, and perfect for scheduling
Pros and Cons
  • "The most valuable aspect is tagging certain employees for certain tasks."
  • "We would like to see better Microsoft Outlook integration."

What is our primary use case?

We primarily use the solution for project scheduling.

How has it helped my organization?

The solution has provided an online database for project organization.

What is most valuable?

The most valuable aspect is tagging certain employees for certain tasks.

What needs improvement?

We would like to see better Microsoft Outlook integration. 

For how long have I used the solution?

I've used the solution for four years.

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

We also used to use Excel. This is much more user-friendly.

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

It should be priced for 20 employees or less.

Which other solutions did I evaluate?

We did not evaluate other options. 

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: April 2024
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.