monday.com Reviews

We use Monday as a CRM. We use the boards to organize client details, details of all our projects, and sensitive information such as telephone numbers and addresses. 

We also use the boards to update and provide site reports to other members of the team. In addition to this, Monday has been useful for the team to note down their daily tasks so that everyone is aware of what the team is doing, updating people's calendars, and keeping up to date with completed projects that we have done, so if clients have any questions after the install we can keep this up to date. 

Monday has been really beneficial in allowing us to place all of our records in one place. We were previously using Google Drive files, which took up quite a bit of time to continually update and edit. 

Monday has saved us time and allowed us to easily take on more projects as the admin side is so much easier. The easy-to-edit interface means we can quickly add or change things in our meetings, assign team members to certain tasks, and quickly look up a particular client's details whenever we need to access them. 

The most valuable features for us would be workspaces, boards, and file upload capability. 

The workspaces are clearly laid out and allow us to fill in details of clients and tasks organized into categories. For us, this includes projects we're currently working on, projects we have worked on, and projects we're planning to work on in the future. 

The boards on Monday have meant we've been able to easily assign tasks for ourselves and others, and file upload means we can see all relevant documents in one place. 

Constant updates mean the service is down sometimes, which isn't ideal. 

There are many features we haven't explored yet so sometimes we find the database slightly clunky. However, this could be because we haven't explored the range of apps available. 

Since our team didn't use Monday until more recently, it can mean they're not used to knowing all of its advantages and apps. This means we can double up on information being inputted into Monday. Again, I would put this down to user error over the effectiveness of Monday. 

We've been using Monday for approximately 18 months.

The stability is good most of the time

In terms of capability for scale, I would say it is very good, however, the price point would be off-putting for a smaller business. For example, the cost of our membership is £140 per month because we have 6 seats. It may be a good option to have different prices for 6, 7 or 8 team members, rather than jump from 5-10 which for small businesses is quite a significant number. 

Customer service is fairly good, although, due to the time difference in the UK, it can be difficult to get instant support. You also never speak to the same person twice. 

Neutral

Our previous CRM was simply Google Drive files. We switched due to the fact that we wanted a simpler system in one place. 

The initial setup was straightforward

We handled the setup in-house.

I would advise considering the cost and whether it is worthwhile for how much you're going to use it. 

We evaluated the choice of using a CRM, however, Monday was the first that we tried. 

I use it pretty much specifically with a vendor to some of my other companies. They do have their own board to manage the business between them and those companies.

Since we use an inventory management tool and we're a hemp and cannabis solutions company, we integrate with a number of different software. It's definitely made it a lot easier and I've incorporated it into our SOPs, so it's fundamental to our business at this point.

I've incorporated it into our standard operating procedures. It is fundamental to every facet of the business, as now something as simple. I'm a little upset lately, since they changed for security purposes, the email function to the board, as I used to have my sales reps email their orders (when they got them) to a Monday board that goes to my office manager, where he knows to make an invoice and go ahead and move forward with things to invoice the client using QuickBooks.

Just the overall flow, once that client paid that invoice, I have an automation set up that, depending on what revenue bucket it falls in, it will trigger, to tell that project manager for that board that a new project has been paid and she can go ahead and start work and the team can start formulating or we can start ordering ingredients, or whatever the case may be. It's basically incorporated into every portion of our business now.

The types of columns that I'm able to put into a particular board and the data that that captures. I like the fact that I could drop in PDFs. I can't do that with Excel. I can just drop in different types of files which I couldn't necessarily do in Excel. I can drop images into Excel, however, I can't drop files that are PDFs. Most of the things that I'm trying to collect on a particular client are signed documents and working documents. 

It is user-friendly. I like the forms. I can have clients fill out a form. As far as making it easier, I would say the email feature, the automation really makes it special. The email feature where if say a status changes to complete, the fact that I can have a scheduled email to a client to say, "Thank you for doing business with us." I can a personal touch on it and have that go out on a timed basis so many days after they completed a project with us, they will get the message. Things like that have made life easier to be able to automate that stuff.

The sub-items have been incredibly helpful.

Monday is one of the more expensive tools available.

The columns don't have descriptions. I would love to be able to write an explanation for a column. I'm only able to label and title it. 

Based on each group, I wish each group could have a snippet. The top of the board has a little note section or a summary, however, sometimes I do it by vendor, where each group on a particular board is a type of vendor, where maybe we have co-packing projects or something like that going on. Therefore, it gets complex. 

If a new employee were to come in, it requires a lot of training to get them to understand the board, as there are things they just have to know. For example, a certain vendor is a type of lab to which we have to submit testing to, and we send specific types of products to certain labs. There's no way for me to write a little blurb about each group, rather than putting in a dummy or test item and having a comment section on that, which looks funny. The same thing goes for each of the columns. If you were able to hover over and be able to see it the way that you see a long text, if you hover over the long text boxes, you can see the whole thing. And if you were able to do that same function for one of the groups or column headings, it would be really helpful.

There wasn't much onboarding assistance. There are still things that, since we have a number of companies and I'm super busy going to these webinars, I sign up and I never can quite attend. It would be nice if there was a little bit of hands-on onboarding help. The same way that HubSpot, for instance, has its team reach out to you to say, "Hey, how can we improve?" I've organized it so that I could grab all kinds of KPIs and make my dashboard super intuitive and really gather a bunch of important information that I could use to improve the business, however, nobody really assists with that.

There are learning modules where I could go in, however, I'm very specific about the things I need to accomplish, and sitting on an hour-long video that doesn't pertain to my exact situation, where I have to play around with it more. Surely, I play around with things and I'm better than most at software stuff, as we have a software company, therefore, I'm used to dealing with this kind of thing. However, with the setup time, it would be really cool if they reached out to say, "Hey, if there's anything that I know you know that this software can do, that you're not utilizing since you just don't have the time to watch a bunch of videos and play around with it."

It was difficult to get to adopt it, however, it's fundamental now to how we run the business. We couldn't function without it, at this point, unless I adopted something new and applied the same, just I've invested so much time into creating processes around Monday.

With automation, I've gotten to the point where managing the boards is somebody's half of their job. Managing a Monday board is half of somebody's time. While it's a lot of work to use it, it does a lot of things that eliminate a lot of work that would need to be manual if we were using Excel or something that's free.

The clocking in and clocking out for people who are doing projects could be improved. I know that there's an integration that I could do with something called Time, or there are a number of others that I can connect to, however, it's got the functionality to do it. We're trying to use just Monday to do that clocking in, and clocking out, on various projects, however, it could be better. 

I've used the solution for about two-and-a-half years.

It's pretty stable.

Every once in a while, there may be some downtime, however, I just assume that is when they're making a lot of changes. Sometimes it's really slow, which sucks, as I have my employees clock in using it. 

Right after I moved a lot of our people over to hourly, we kept having some connection issues or it was slower than other websites were, due to an update or something like that.

The solution can continue to scale.

Technical support has been great.  

When you make requests, sometimes they say no. Like with the email change, I had to change up my process. They said it was for security purposes and they simply said that no, it's just going to be these long jingled things that make no sense, instead of whatever the old one was. They just simply said, we have to change them now to be a bunch of mixed letters and numbers and symbols for security purposes. I'm not sure why, and it is what it is. I'm fairly used to software people saying, "Your request, thank you for submitting it, but it is what it is." However, they're fast to reply.

Positive

I was using Teams to try to organize everything. Monday ended up being able to solve pretty much all of my problems. I've now incorporated it into all of my SOPs. 

I wasn't quite able to organize the flow of things and it didn't have the automation set up, and it was just difficult to visualize projects. As I couldn't do everything on the project management tool, I was doing some things on Excel. The fact that Monday is very similar to Excel, it made it a lot easier.

I had to basically get rid of my entire old team and onboard a whole new team. It was actually pretty intense. It was a very difficult thing. The old team was just stuck in their ways. We moved from being a smaller company and we were growing at a really fast rate, and I was the only one who was really organizing things. Now, I have a whole operations team, however, for a couple of years we were in a growth phase and it's just that the old team wasn't able to adopt the Monday change.

I have seen an ROI. I incorporated it into my SOPs. My business pretty much runs on Monday. My whole team actually is able to use this, however, I did have to have a lot of turnover to get people to use it. Of course, adopting change is always difficult, however, now my entire team does know how to use it and does use it, as it's a part of their job. That said, that was difficult to onboard originally.

It's one of the more expensive tools. 

I looked at a few others, however, I feel like Asana is very similar. I've worked with other companies where I'm able to log in to a particular board the same way you can on Monday. It's very, very similar and people like that just as much. I just went with Monday as it felt right to me.

Other software have very similar programming. I was pretty set on it. I went looking for a new tool and it met all my needs in a demo, and with a 30 day demo they were promoting that month. It worked out and now I can't not use it. I'm pretty happy with it, even though it's really expensive.

I'm a customer and end-user.

I'd rate the solution nine out of ten. There's a few things that would be great, however, I don't know if it's me not giving it the time to be able to do it correctly or if the program just simply can't do it.

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. 

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. 

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. 

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. 

I've used the solution for about two years.

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).

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. 

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.

Positive

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.

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. 

I personally handled all setup, training, and implementation. 

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. 

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. 

I had already evaluated Trello and Wrike through direct experience. 

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.

Monday helps our decentralized team connect digitally. 

Its flexibility allows information that was once only prepared and shared in one way to be presented in a way that is appealing and even more useful for other disciplines, without fundamentally changing the way a person needs to work. 

It also allows us to show aspects of our project to our volunteers in a way that doesn't break the bank. The guests feature is important for an organization like ours, that spends a lot of time connecting and communicating with people from coast to coast.

Our teams know about candidate launch deadlines, and it takes the burden of an organizing staffer being required to also make sure every department head has been alerted to an event, even if it's as granular as a task handoff. 

All our info, all in one place, is infinitely expandable with a myriad of integrations that work like a charm. We were able to remove bulky, siloed CRMs and tools that perhaps only one person from one team would use, and consolidate everything into Monday. 

Cross-team collaboration shifted from challenging to "just the way we do things" overnight. 

External facing development boards, countdowns, email alert systems for deadlines, and progress summaries have been great. Having all our stuff in one place, within one tool is extremely helpful. 

Being able to pull entire departments into their own ecosystem, while managing the user access from one dashboard is incredibly valuable. 

One of the best features I can speak to is getting alerts based on status and progress, task by task. Monday has really changed the notion of update meetings for our team- we can view updates at a glance, and get as granular as we need, or take a wide-angle view of the entire organization's progress. 

It's always great to get more training support for new folks. We highly recommended it so that you are able to get the most out of the platform. 

This isn't a platform where you scrimp on the training and send one person to bring back knowledge. Monday is different things to different people, and context matters. Everyone should be immersed in its workings if you want to truly revolutionize your organization. 

The feature set is so robust, that my suggestions are really quite narrow in scope - as basic as expanding the color palette to folders in a workspace. 

My organization has been using Monday for three years. 

I've found Monday to be a very stable platform. Over the course of my using Monday, I cannot recall a time that the service was down or inaccessible to me. 

It scales up and down, depending on your contract. 

Nothing to complain about in terms of technical support. They are responsive, engaging, and always checking in. 

Positive

We used several different solutions and Monday took care of many of our other 3rd-party tools - everything from our CRM to our helpdesk to our research. Those 3rd party tools we had to keep were easily integrated into Monday. 

The solution offers a fantastic team setup and support options. It's a la carte and scales up to a more robust integration. 

I run two different instances of Monday, one in-house, one through the vendor team. I am partial to the in-house. 

We haven't done the exact math on this, however, in morale alone, the return is a net positive. 

I'd advise new users to get the training you need for all the staff who will need discrete spaces carved out on Monday.

Don't get me wrong, Monday is easy to pick up and use for folks who don't need to do deeper stuff, however, your organization will need to consider how best to integrate the tool into your business. 

If there are choices, only integrate the parts of your business that you want to relieve from being crushed under the weight of your organization's ad-minutia. 

Monday was the first alternative to our current toolset that we looked at. 

Monday is a whole-team solution. Make sure everyone gets a crack at seeing how they could use it- and let them play around a bit with the new ideas presented via the toolset. It's fun. 

We are a marketing and branding agency. We are in consistent communication with our clients and have multiple projects and clients to manage daily. 

Monday helps keep us on track, prioritize, and communicate within our team as well as with our clients. 

We manage creative projects of various sizes; with projects from social media graphics, all the way to the complete rebranding of an organization. 

With Monday, it has helped us to stay organized as well as allow the clients to see where we are on a particular project. 

Monday has been a huge help to the team through personal organization and measuring team success. 

It keeps everyone on the same page and gives us a way to streamline our projects and client communication. Not only does it allow our team to keep track of where we are and due dates, but it also allows our clients to view our progress and how we are doing on the timeline. 

It is a huge help to see our team and daily progress and have comments available directly on a project. We use it to keep track of projects, timelines, and personal tasks. 

The most valuable features have to be the ability to create separate boards, both for external and internal communication. Having the ability to add tasks and reminders to our individual board as well as the team board helps keep communication in one place. 

A feature that we utilize daily is the form option (and the link) that we can send to clients. Instead of receiving requests via email, this helps us to keep all client requests prioritized and organized by date as well as the client. This not only helps our team by getting the information we need rather than going back and forth through email but helps the client have one place to put all their requests. 

It would be great to have more options on the form for external use, and an easier exporting option for client answers (rather than copying and pasting from each section). For example, right now we are limited in the questions we can ask our clients when they fill out a form. They are also limited with the lines and spacing. So allowing us to customize this to our needs would be helpful. It would be helpful to also have a calendar section with different options to select per board, etc, where it could lay out what the calendar looks like for the month or week based on the due dates. 

I've used the solution for over one year.

We have had little to no issues. It's very stable. 

This platform could work for larger teams as well as smaller startups. 

The solution offers great support and service.

Positive

We used Slack as well as Asana. Monday helps us to both communicate and keep track of tasks in a more streamlined way. 

It was a straightforward setup for the most marketed tools (organization, boards, teams). However, finding forms and plugins was more difficult. 

We handled the setup via an in-house team. 

We've had an incredible return on investment. It is very affordable and user-friendly. 

Monday is 100% worth it!

Monday was always on our radar. We did look into Notion, however, Monday works best for us.

We have had a great experience with Monday. 

I use Monday.com to manage four different content editorial calendars. There are several different approval processes for each calendar, and Monday helps us submit content as updates, and have them reviewed, approved, and ready to publish all in one platform. 

Once the content is published, it remains on the Monday board so we can see which items were completed in the past and whether they need to be updated again. 

In the past, I’ve also used Monday to manage a social media calendar. It was the easiest way to keep track of social media posts, even with ownership of many different platforms. 

It has kept us very organized. 

In the past, we used email to send content items back and forth for review. In this shuffle, items would get lost in inboxes. Sometimes, Word documents would be shuffled so colleagues may be editing older versions. 

With our Monday calendars, content stays on one platform, so version control is stronger. 

We use automation, so it’s also helped us stay on deadline by including reminders as the dates approach. 

At a glance, Monday tells us whether we’re producing enough content. 

Automations have proven most valuable. Most notably, when I mark a pulse as “complete” it automatically tags a colleague. This means I no longer have to manually send emails to colleagues to push items along the approval process. 

It also saves us room for error - if a colleague forgets to send an item to the next person, it no longer costs us time because the next person is already tagged. As mentioned above, these automations also help us to stay on time. 

With the timeline feature, if a content update is nearing or past its due date, the date will turn red and I know to prioritize it. 

It's very simple to use and very useful.

It would be beneficial to have the ability to toggle between the traditional Monday.com pulse view and a monthly calendar view. Sometimes I’d like to see a more high-level overview of what our content looks like for the entire month or quarter. 

For social media management, it would be incredibly useful if Monday could connect to social media platforms so that we could schedule and publish social media content directly from our calendar. For planning purposes, this would also tell us right away whether posts had too many characters or whether photo or video files are small enough for each social platform. 

I've been using the product for over two years.

The solution is fairly stable. There are sometimes outages, however, they’re transparent about those. 

I'm not sure if the product can scale.  

So far, technical support is very transparent during outages. 

Positive

We used Trello before. We switched when my organization decided to use Monday. 

I wasn’t involved in the setup. 

We used a vendor team, however, I'm not sure about expertise. 

I wasn’t involved in the licensing process. I don’t know much about pricing.  

I wasn’t involved in the decision making process. 

I use the product for project and task management and communications between different departments. It's great for design requests and updates on deliverables. 

We use the software at the marketing agency, where having different clients sure gets overwhelming at some points. How we’ve designed our boards, makes it easier to keep track of all the clients and the progress status of their services as well as review the weekly KPI analytical reporting for each client. 

The platform is also pretty easy and straight forward to use. 

It has helped us be super creative with how we divide our boards between departments. 

Now we have one main workspace for launching clients, one for waiting, one for recurring, and one for internal. 

Under the internal we have it sectioned per department, per client and per service signed up. We also have sections for analytics reporting so that we have all our info in one place. Each client gets a board with all their needed information and links. 

This has definitely made it easier for everyone on the team to be updated.

The templates they provide are super helpful to make you start off right the way. The automation available is also a great way to take things off of your hands by automating the process behind it. The ability to track the timelines of every single project and see all the comments and updates makes it easier for upper management to easily review work and keep track of the progress we’ve come through. 

We actually base all our internal team meetings on Monday, where we start going through each workspace and client boards. 

Often we receive technical difficulties on the platform and the entire website will be down. We’ve noticed this happens more often recently which interrupts our internal process as we work on the platform on a daily basis. 

It would be great if the platform has a Kanban look and board to track all projects and tasks from backlog, to to-do, to in progress, in review, approved, and all the steps necessary so all requests are going through all steps to ensure seamless operations between all departments.

I've used the solution for over four years now.

The stability looks promising.

The platform needs to be more US-focused with local offices and local talent. 

We've never gotten into Monday support.

Positive

We used Asana and Jira. Monday has better aesthetics.

The setup is pretty simple and easy to get the hang of.

We handled the initial setup in-house.

We've seen an ROI of at least 5X.

The enterprise plan can be a bit cheaper.

We evaluated Asana and Jira.

We started by looking for a task tracking tool - something other than Microsoft or Google. Since then, we have expanded our usage to include vacation tracking, project tracking and management, lead tracking, sales funnel tracking, vacation tracking, hourly reporting and approvals, applicant tracking, and onboarding. 

Basically, we attempt to use Monday.com for any task we can think of that will simplify our day to day communications and operations management. The tool provides great flexibility for that.

Before Monday.com, we struggled to keep track of who was doing what and by when. We had multiple spreadsheets, some that we shared via email, some in Google drive. It was chaos. Dates were missed and we didn't have a clear picture of who was assigned to what, nor did we have the ability to accurately hold each other accountable for what we were working on. This was clearly not a good situation for a startup.  

Since implementing Monday.com, we are more organized, tasks are getting done, and no one can claim, "I didn't know what I had to do."

In order of impact/importance, the three key figures for us are automation, templates, and role assignments.  

The automation feature saves us hours of time reviewing activities, sending reminders, and sending emails. We use this on virtually every board in the system even if it is just to send a completed item to the archive.  

The templates are expansive (and growing), detailed, and battle-tested.  We can often slot something in with little or no modification.  

Finally, the ability to easily and quickly assign someone to something is a tremendous time-saver.

There is very little to improve with Monday.com.  

Occasionally, it takes some time to get a response from customer success, though they are always helpful. The help system is very extensive, allowing us to resolve most of our questions on our own.  

There are no features that come to mind to be added. They are so far ahead on the product roadmap; we're continually playing catch-up via the monthly webinars to be sure we're taking advantage of the new features they have been dreaming up. It's a great plus for how they handle enhancements.

I've used the solution for two years.

Occasionally (maybe once or twice a month), we'll get an error message, usually cleared up by redoing the activity (therefore it may be just a network issue). The system itself has never been down for us.

The solution scales to whatever we need. At some point, we might need an administrator.

Early on, it was fantastic and nearly in real time. Since then, there have been times when we had to wait a day or more for a response. We haven't had to use it in the past several months as we have become more self-supporting.

We previously used Excel, Google, and Outlook Tasks. They were not automated or universally visible to us. That's why we went looking for a solution.

The setup is simple. You just log in and go.

We did the setup in-house. One person learned the system and then trained everyone else.

We didn't calculate ROI, however, it has saved us hours of time and many dollars that would have been spent on point solutions.

There is virtually no setup cost other than the time it takes to learn the system and set up boards/automation.  

The pricing is a bit steep, and it's built on tiers rather than incremental users (not ideal for a small company that's adding people slowly).

We looked into Excel, Google, Outlook Tasks, Basecamp, and a couple of others in the project management space.

The sky is the limit. How big is your imagination? You can build it on Monday.com.