We switched to Monday from a couple of other options for tracking task management for our projects. That had proved to be a pretty difficult thing to do, since we kind of straddled the line in terms of a small business versus a big project, project management, somewhere. Particularly the developers and designers on our teams can use some of the larger solutions, however, most of our clients just don't feel that is necessary. It's really nice to be able to scale up when we need to. We had just a lot of issues finding something that was going to be easy to use, not just for developers, but designers as well, and allowed for at least some customer interaction through the dashboard as well.
Front End Developer at a marketing services firm with 1-10 employees
Great management with helpful Gantt views and useful subtask functionality
Pros and Cons
- "Being able to see everything at a glance and check task status, is wonderful."
- "Speed and reliability need to be better."
What is our primary use case?
What is most valuable?
Their flagship feature, what used to be called the pulse is great. Pulse offers great management. Being able to see everything at a glance and check task status, is wonderful. They use subtasks and the simple aspects of task management have been really helpful. Even beyond that, we do some Gantt views and calendar views, however, a lot of it is really just being able to manage large numbers of tasks seamlessly and be able to view them on different dashboards individually, not just per project.
Previously, that was the limitation. We could look at all of the projects that someone was working on, and all of the tasks associated with the project, however, being able to filter down very specifically to say which tasks were on a particular project for a particular day, the interface was a lot better in our testing of Monday than it was with other similar solutions.
What needs improvement?
Speed and reliability need to be better. I don't mean that in a very basic, "Oh, we can't log in." Rather, there are issues with connectivity. That happens with anything at any sort of scale. I understand that. A bigger issue definitely is speed. It can run very slowly at times. A lot of the time we don't have issues, however, there are plenty of times when switching between views takes a long time, and I recognize they're doing on-the-fly queries with a lot of data. That's hard to do, hard to speed up, however, it does impact our workflow. That can really slow us down, particularly when we're trying to do a quick project check-in and we have to switch between two projects or more than one project and more than one person, having to drill down between those different contexts can be pretty cumbersome if it's a project at any sort of scale.
For how long have I used the solution?
We've been using the solution since 2019.
Buyer's Guide
monday.com
April 2025

Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
849,686 professionals have used our research since 2012.
What do I think about the stability of the solution?
It's fairly stable. They probably hit 99% or 98% stable, however, they'll go down for half a day at a time sometimes, which isn't great. It's not very common. That may be once or twice a year that they'll go down for a couple of hours, which obviously throws a wrench into things for us, however, there's enough collateral in other services that we're able to see what we're working on. It doesn't usually get in the way too much. We'll just work off PostIts for a couple of hours so we can reconcile everything. It's not too bad.
What do I think about the scalability of the solution?
I can't speak to the number of clients that we have using it, since I don't know. However, internally, we've got six people using it. We bring clients in as well and have them use the system as necessary, which usually only happens if they're more on the medium to large-scale business or if it happens to be a more in-depth project. They'll usually have one or two seats that they use in that case, just to be able to offer feedback as we're working through the project. Occasionally, we'll have more than that, however, internally it's about a half dozen seats and then externally it's "as needed".
In most senses, it seems very scalable. That's one of the things that drew us to the product was that it can be used to handle very small projects, can be used to handle much larger projects.
The issue that you run into is the same issue with scalability that you're going to have anywhere. It's large amounts of data, and so, querying that data just takes more time. I would say that we do have some issues with scalability, however, it's really not more than we'd have with other project management systems except maybe something that was on-premises.
How are customer service and support?
Technical support is pretty good. They're pretty responsive to the issues that we have. The consistent issue that we have had with them, if we have one, has been speed instability. When we inquire about that, we get a regular answer of, "Oh, we're sorry to hear about that. We're working on it. We'll get someone back to you when we have an answer," and very little will happen. It's not unexpected as we recognize the difficulties that they're dealing with. That said, after a while, it can feel a little hollow having that response. I suppose that's no different than what most customer service teams will do. They do offer guidance when we ask for help, however.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We still used 10,000 Feet a little bit, which was subsumed into Smartsheet some time ago. We used that really just for timesheet tracking since it happens to integrate with our accounting software, that's in the process of moving, however, the accounting software is kind of the lame-duck here. We have to work at the speed of the accounting software and that is Glacial. Previously, we used that for all of our task management as it was so simple to tie that to very specific line item accounting. We do that to a certain extent still, however, it's much more for the day-to-day tasks that don't need to be tied to a number, just tied to a task list to be able to track feedback loops and whatnot. That's really what Monday has helped with.
How was the initial setup?
Everybody's just using their website. It's either that or their free app through the app store. It's a very public cloud situation.
Everybody in the company was involved at some level with the setup. I did some of the testing and vetting of various solutions before anything happened and then went through Monday and a bunch of webinars and whatnot too.
The initial setup is pretty simple. One of the advantages that Monday probably has for itself is that you don't need to dive straight into really deep integrations unless you want to. A lot of that has come very slowly with our team. Therefore, initially, it was very simple. We're using much more complicated things through some of our integrations with GitHub and Slack and whatnot, however, right off the bat, implementation is easy.
We have two people, handling the setup. Our team's project manager did almost everything. Then, intermittently, we would have someone else from Monday help on troubleshooting a couple of things. There isn't anybody who is full-time just Monday.com management.
In terms of maintenance, we do have one full-time project manager. There's maintenance in that someone needs to go in and assign tasks and manage the status of those tasks if they do tree shaking and pruning, so to speak, to make sure that everything is moving along. However, the updates in terms of architecture are handled automatically, which is nice. The content of the software is software as a service. We have endpoints and we do what we can.
What about the implementation team?
We did everything internally. We connected with their onboarding team a bit, however, it's mostly folks who are running webinars normally. I don't remember us having a dedicated person past the first week or two. It was more about getting us acquainted with the platform rather than trying to build out a whole. The system itself doesn't need a lot of configuration compared to Jira or any of those larger systems that get you more at that ERP level.
What was our ROI?
We've seen an ROI. It has really helped from a process point of view for us to be able to do some internal evaluations of our QA processes and to be able to really push everyone towards documenting everything that they're doing. It's nice that there's a single point of truth for all of our projects. That was definitely lacking previously.
What's my experience with pricing, setup cost, and licensing?
It's extremely affordable. I've considered even getting a personal license just outside of work as it's been so helpful for all of my task management at work. I haven't quite pulled the trigger on that, since I'm not sure that the price point quite makes sense to have two of them running side by side. That said, it's great. The price point is very approachable, particularly for the time it saves. If it saves one hour a month, it more than pays for itself.
Which other solutions did I evaluate?
We looked at several other options. We looked at a few that were more on the free side or had free tiers like Asana and Trello. We also looked at Jira, which uses swim lanes and is very scrum compliant, very agile.
Monday seems to be what really struck a nice balance between what was usable from the designer and project manager end, and then what was usable from the developer end as well.
What other advice do I have?
I would advise others to give it a go. It's been great for task management with collaboration on top and some web-based integrations like Slack, Github, or Microsoft Teams.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.

COO at KifCure
User-friendly with great automation and sub-items
Pros and Cons
- "The sub-items have been incredibly helpful."
- "Monday is one of the more expensive tools available."
What is our primary use case?
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.
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I've used the solution for about two-and-a-half years.
What do I think about the stability of the solution?
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.
What do I think about the scalability of the solution?
The solution can continue to scale.
How are customer service and support?
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.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
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.
How was the initial setup?
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.
What was our ROI?
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.
What's my experience with pricing, setup cost, and licensing?
It's one of the more expensive tools.
Which other solutions did I evaluate?
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.
What other advice do I have?
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.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
monday.com
April 2025

Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
849,686 professionals have used our research since 2012.
Director Of Web Development at Beyond Marketing, LLC
Easy to use, improves productivity, and has helpful technical support
Pros and Cons
- "I love the automation and level of customization available for the automation."
- "If I have 20 items that all have a deadline of 3/24, I'd love to be able to update them all at one time rather than individually."
What is our primary use case?
I work for a small digital marketing agency. We use Monday.com for almost every facet of our business - from managing all of our website design and graphic design projects to Customer Relationship Management to website maintenance requests.
I personally use Monday.com for managing all the details of our website design projects. Given that these projects have hundreds of tasks across many weeks, incorporating Monday.com into our workflow has not only made our lives easier it has also given our clients a level of confidence in being able to see the project fully planned out.
How has it helped my organization?
Monday.com has been a massive step forward for our team in terms of boosting efficiency and productivity.
It provides an easy-to-use platform for us to track the many details that go into a website design project and easily house all of our communications with our clients.
Before using Monday.com, I was using a lot of checklists and relying on email communications - which was very time-consuming. Having everything in one place so the client can easily get a global view of the project and when to expect things from our team allows us to manage more projects and ultimately earn more revenue. At this point, I wouldn't even know how to function without this tool.
What is most valuable?
I love the automation and level of customization available for the automation. It really helps us all stay on track and on top of our deadlines.
I love the Gantt chart view which allows me to see where projects will potentially overlap or where individual team members may have too much on their plate. Monday.com allows me to see ahead and plan ahead so we can minimize frustration while maximizing our output.
I love that I can easily duplicate boards - which is a huge time saver when I'm setting up new website design projects.
What needs improvement?
I would love it if there was a way to update multiple cells at once with the same data point. For instance, if I have 20 items that all have a deadline of 3/24, I'd love to be able to update them all at one time rather than individually.
I would love to have a way to hide an entire group within a board from the client for internal conversations. This may exist; I just haven't figured it out yet if that's the case.
Honestly, those are the only two things I have run into, other than that, I have everything I need.
For how long have I used the solution?
I've used the solution for more than two years.
What do I think about the stability of the solution?
It seems very stable.
What do I think about the scalability of the solution?
My impression is that it is highly scalable. The more you use Monday.com, the more ways you will find to use monday.com.
How are customer service and support?
Anytime we have a question about Monday.com, the support team is quick to respond.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We previously used Basecamp which was also nice, however, we felt that Monday.com offered a much more robust offering that could be used across many more facets of our business.
We had previously used Asana (as a guest) on some of our client's accounts. We preferred Monday.com's interface and functionality.
How was the initial setup?
I didn't personally do the setup, however, it is my understanding that it was straightforward.
What about the implementation team?
The setup was handled in-house.
What was our ROI?
I could not put a number on ROI, however, I know it has improved our efficiency which allows us to take on more projects.
What's my experience with pricing, setup cost, and licensing?
The money that you spend on Monday.com is well worth it. It will likely pay for itself in terms of the time it will save you.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Student at The University of Nottingham Malaysia Campus
Easy to use but fails to provide a free version for an extended period of time
Pros and Cons
- "I don't really use the tool's advanced features, but I think it is quite convenient that I can just link the remaining timeline to calculate the set of end dates and the start dates."
- "If I want to use the product after I have completed my assignment, or if I want to use it for some of my other projects, I don't really get to use it again."
What is our primary use case?
I used the tool for my assignment as I am a university student. I use the tool as a project management solution for presentations. I am using the tool to manage my final year presentation and thesis. As I am required to use a project management tool, I started to use monday.com, specifically because its interface is quite attractive and easy to use.
For project management purposes, I use monday.com to manage my timelines.
What is most valuable?
I don't really use the tool's advanced features, but I think it is quite convenient that I can just link the remaining timeline to calculate the set of end dates and the start dates. The tool can also auto-calculate the remaining days, and I can also figure out whether it is overdue or is still within the timeline that I had set, making things quite convenient for me.
What needs improvement?
The product fails to provide a free version for a long period of time. From an improvement perspective, the tool should provide its free version for a longer time. If I want to use the product after I have completed my assignment, or if I want to use it for some of my other projects, I don't really get to use it again.
For how long have I used the solution?
I have been using monday.com for two months. I am a user of the tool.
What do I think about the stability of the solution?
It is a stable solution. Stability-wise, I rate the solution an eight out of ten.
What do I think about the scalability of the solution?
I am just using the product for my assignment.
How was the initial setup?
I rate the product's initial setup phase a seven on a scale of one to ten, where ten is easy and one is difficult.
The product's deployment phase took a day after watching a tutorial from YouTube.
The solution is available on its website.
What's my experience with pricing, setup cost, and licensing?
I am using the tool's free version.
What other advice do I have?
The tool's automation feature is not relevant for me because I don't really need it for my assignment.
I recommend the tool to others because it is easy to use, but I am not sure whether it would still be easy to use if you have more complex applications.
I rate the tool a seven out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Finance Manager at Rustomjee
Great auto-reminders with digital diary capabilities and good value for money
Pros and Cons
- "You can create a group of tasks and can write down sub-tasks under each task."
- "The mobile application of the solution can be improved by making it more user-friendly."
What is our primary use case?
I generally use this solution to manage my daily tasks by noting down each task and assigning the deadlines next to each. It also helps in adding the person who shall be responsible to finish the task.
The auto-reminder feature is something that I find very useful. It helps you remind your tasks as per the frequency of reminders set by you. You can even update the status of task completion status. It also helps me put a remark against each task and the points of action to be taken against them.
How has it helped my organization?
We are using this solution to manage our team activity. The best part of the solution is that it helps to organize the entire work activity of each department. This way, we can update our task status as well as can track the progress of the tasks assigned to teammates to track the overall departmental activity. This not only helps us keep up-to-date on the tasks assigned but it also helps us collate all the activities in one place.
Everything becomes very time efficient and the result is great productive results overall.
What is most valuable?
There are multiple features that are very useful. For example:
1. You can create a group of tasks and can write down sub-tasks under each task.
2. It also has a function wherein you can mention the name and email ID of the external person who is responsible to finish the task.
3. The auto-reminder feature is of great value. Even if I forget my daily tasks, it sends out an email reminding me to update the task status.
4. This acts as a modern digital diary for me to efficiently handle my activities.
What needs improvement?
There are many useful features already in the solution and, at regular intervals, they keep introducing new features. Generally, I don't have much to ask for, to be honest.
The mobile application of the solution can be improved by making it more user-friendly. The application is something that I am not able to utilize to its full extent due to its complexity.
To sum up, I would say it's one of the best task management solutions I have used so far. I hope they keep up the good work.
For how long have I used the solution?
I have been using this platform for one year.
What do I think about the stability of the solution?
The solution is very stable. The continuous improvements are of great value.
What do I think about the scalability of the solution?
I could scale this product. It's a ten out of ten. It's a very useful product.
Which solution did I use previously and why did I switch?
I have not used any alternative solution in the past.
How was the initial setup?
The setup was not that complex. It takes effort initially for a one-time setup.
What about the implementation team?
An in-house team handled the product.
What was our ROI?
The ROI is impressive and invaluable.
What's my experience with pricing, setup cost, and licensing?
The pricing is at a moderate level being not too high and not too cheap. It offers good value.
Which other solutions did I evaluate?
I have not evaluated any other options since I found this to be of the utmost value.
What other advice do I have?
I'd like the company to improve the mobile application to some extent for iOS users.
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: I am a real user, and this review is based on my own experience and opinions.
Director of Creative and Strategy at Chickenango Marketing Solutions
Great real-time visibility with helpful automation capabilities and great technical support
Pros and Cons
- "Monday is great in that everything is in one spot and you can connect boards as well as create your own automation."
- "We'd love the ability to be able to build and export reports based on multiple boards."
What is our primary use case?
We are a small agency and needed something to ensure quality project delivery as well as something we can use as a basic CRM tool. It has allowed our small team of five to handle over 30 projects going on at one time. We have a large government client where we have projects of at least 15 going on at one time and allows us to create a process for each one that is streamlined. Quality control becomes much easier and giving out tasks to multiple team members is also invaluable for our team to deliver for our clients.
How has it helped my organization?
It has helped keep busy team members on task and our leadership team to project and track business development needs.
It has helped all team members collaborate in real-time.
It has helped our leadership team and project delivery team keep track of what is going out the door each week as well as forecast revenue and projected workload for the next 3-6 months.
Monday is great in that everything is in one spot and you can connect boards as well as create your own automations. Our team would need several different tools to do the same thing and the price per year is reasonable for small businesses.
What is most valuable?
The ability to house information that everyone can access in real-time, using a board as a CRM tool and exporting it out to a usable file format like Excel has been a lifesaver for our team - especially during holiday card time.
The product makes it easier to be in control of privacy compliancy with the contacts we collect on a daily basis.
We also love the fact that you can create your own automation. This has allowed us to create a project closeout process proprietary to our firm. Monday is so robust that we are still discovering features and enjoying the new ones the Monday.com team rolls out.
What needs improvement?
We'd love the ability to be able to build and export reports based on multiple boards. We now have to take the information out and build our own reports which takes an extra step. It would be great to add our own branding to these reports and cut out that extra step or extra program we'd need to use to make that report.
We'd also love to be able to connect contacts to boards or have a column to connect a client contact or lead to each project instead of having to type it in, etc. We'd like to be able to connect different workspaces as well.
For how long have I used the solution?
Our team has been using the product for 1.5 years.
What do I think about the stability of the solution?
The solution is very stable.
What do I think about the scalability of the solution?
The solution is very scalable.
How are customer service and support?
Technical support has been great.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We did not previously use a different solution.
How was the initial setup?
The setup is straightforward.
What about the implementation team?
We implemented everything in-house.
What was our ROI?
We don't know our ROI.
What's my experience with pricing, setup cost, and licensing?
It is very reasonable in terms of price and easy to set up.
Which other solutions did I evaluate?
We also evaluated Slack and CRM tools.
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?
Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
CEO at Workflow Solutions
Flexible, easy to use, adds transparency to project tracking
Pros and Cons
- "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 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."
What is our primary use case?
I am an implementation consultant, so I help clients create workflows, automations and integrations in the monday.com suite of products.
I also use monday.com in my own business to track clients (CRM) and client projects (work management).
For clients, I have worked with the following verticals: real estate, non-profit, veterinary practice build-outs, insurance, lab management, and many more.
How has it helped my organization?
monday.com assists me in marketing to new clients, tracking current client projects, billing, action items, etc.
What is most valuable?
monday.com has so many features and the company continues to improve the product suite continually. I love the ability to create workflows, integrate with other products either through 3rd party apps or using make.com.
One of my favorite features is the Updates section which allows the users to track conversations and/or emails within the monday.com product. No more going back and forth to email and trying to determine the latest thread and exactly where you are on the project.
What needs improvement?
I am impressed with the amount of features that monday.com continues to release on a consistent basis.
For how long have I used the solution?
I have been using the solution for over five 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?
monday.com has implemented additional ways to contact support. As they grow, I do not feel their support is as fast as it used to be with responses, but you do get a response. And when the chat feature works correctly, you can get an almost immediate response. I see support as a current area of improvement for monday.com. However, if you work with a consultant, you can get support from them and they have access to support in different ways as well.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
I've worked with many of the workflow management tools on the market in the past. I personally switched from Trello to monday.com due to the configurability, automations, integrations, and 3rd party app availability. I find it easier to use and accomplish what I wish for my workflow.
How was the initial setup?
The initial setup is straightforward in my opinion, depending on your workflow, of course.
What about the implementation team?
I suggest using a vendor for your implementation. As an implementor, I help my clients map out their workflow, create the boards, automations, 3rd party apps, and integrations. I've seen many businesses try the setup on their own and then get frustrated and transfer to a different product only to have similar issues. As a software consultant for over 25 years, I've "rescued" a number of implementation that were not setup to the clients needs and therefore failed from the clients perspective.
What's my experience with pricing, setup cost, and licensing?
I feel that the pricing for monday.com is fair for the features that you receive. Even for smaller businesses, I would suggest the pro plan for the features it includes. For medium to larger business, the enterprise plan includes many feature that you may need as your use of monday.com grows.
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
Last updated: Sep 24, 2024
Flag as inappropriateCo-founder at Toolstrek
I like the solution's automation capabilities, and the reporting is also excellent
Pros and Cons
- "I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports have helped us to control our sales funnel."
- "The data linkage could be improved. For example, sometimes you cannot automate item creation when you link different items to each other. You cannot connect the data deeply from field to field. It's somewhat complicated to link a contact to some account fields and automate the contact's behavior based on the value of those fields. The data is sometimes not structured enough for deep processing."
What is our primary use case?
monday.com is our CRM and task management system. We also use Jira, which was formerly our core solution. The company syncs monday.com, Workforce, and Jira because everything in monday.com's CRM can be transferred to Jira. We have an on-prem Jira data center and use monday.com as a cover layer for our sales team and some of our biz devs.
We have several branches in Baku and Latvia. A small part of the business is in Moscow serving customers we have committed to supporting until the year's end. We have a multi-language team. Our primary language is Russian, but we also speak English, Serbian, Mian, and several languages. It helps us to cover all the processes at a company-wide scale. We currently have 50 employees using monday.com.
How has it helped my organization?
monday.com helped our company get organized. For example, we have a special sales funnel. Every business process is the same as before, but some features and sub-processes cannot be handled with a different tool. monday.com is flexible and compatible with how our processes work. We could finally automate our process, which wasn't easy with other CRMs. The other CRMs are more rigid. monday.com provides better insight into how long and difficult our process steps are.
The collaborative features are nice. monday.com lets us add extra users to our account, which is helpful when sharing data with customers and outside contractors. We can grant them limited access to our boards so that they can add or download data. It's free to add these additional users.
The platform helps managers make some decisions. However, not all decisions are based on process information. monday.com is helpful for middle managers, but executives also require some financial information that monday.com does not provide. Sometimes it's not secure to connect your system to your financial base. The top management bases its decisions on information from various sources.
While we don't use monday.com for project management, many of my customers have used it to control their budgets and project timelines. It also helped make their teams' capacities more understandable and transparent.
What is most valuable?
I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports helped us to control our sales funnel.
Our non-technical staff members find monday.com highly accessible. The interface is nice and it's much more modern than others.
What needs improvement?
They have a private report, but it's a bit weak, and you cannot get everything you need from it. They could add some more dimensions to split the data into different slices. At the same time, I understand that monday.com isn't a BI tool, but it would be helpful as a senior manager to have sliceable data.
The data linkage could also be improved. For example, sometimes you cannot automate item creation when you link different items to each other. You cannot connect the data deeply from field to field. It's somewhat complicated to link a contact to some account fields and automate the contact's behavior based on the value of those fields. The data is sometimes not structured enough for deep processing.
To do automated decision-making, monday.com's main feature, it isn't enough to link one item to another. Depending on the field or number, you need to make the system act a certain way. The logic is plain and not configurable enough. However, we aren't only automating end-to-end processes. If you have WorkOS, which is positioned as a top level of every system in your company, you will need to automate end-to-end processes.
Depending on the process criteria, it isn't easy to get end-to-end reporting. At the top level, you aren't interested in who is assigned to a task. You want a helicopter view of your company, its goals, and how those objectives are achieved. Sometimes, monday.com doesn't provide the whole picture because automation, when the boards are connected, isn't easy.
In large enterprises, you must split your data into different boards to ensure your internal processes work as they should, and you will need to link those data sets to each other. You need to connect tasks from marketing, design, sales, production, etc. This linkage is not configurable and not reflected in the reporting.
They could also have more extensive tutorial articles to reduce the learning curve. For example, you sometimes can't find enough information in the knowledge base or the forums to help you when learning to create integrations. You have to figure it out alone or ask someone from monday.com or another integrator to explain how to do this. It was a little tricky for us at the deep tech level. However, I think the documentation is good enough for the average end-user.
For how long have I used the solution?
I've used monday.com for a little over three years.
What do I think about the stability of the solution?
We've used monday.com for a long time, and the system has become unstable several times, but the issue was quickly fixed each time.
What do I think about the scalability of the solution?
monday.com is scalable, but large enterprises need to plan before scaling up. When scaling, you need to consider the design of the data, how it is stored, and the way processes are designed. The risk of mistakes increases as you add users and boards.
If you add a flawed process to the system from the beginning, the mistakes in the design will be replicated on a larger scale. You will succeed if you are thoughtful in your piloting and testing at the start.
We may expand our user base, but we are unsure. We are SOC 1-compliant, so there are limitations on where data can be stored. For non-production processes, we will probably switch several teams to monday.com because it's well-integrated with other tools. Our accounting and legal teams will also likely move to monday.com.
How are customer service and support?
I rate monday.com support a six out of ten. Explaining your issue to them can be frustrating because they make you go through these silly troubleshooting steps first. They ask you to check if your laptop is turned on and connected to a power source.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
We used to work in Russia and used local solutions like amoCRM, Wrike, and 1C. We had another solution, but it wasn't good enough. We gave up on trying to find anything until we discovered monday.com. monday.com stood out because of its features, and it had the flexibility to fit our process.
How was the initial setup?
Setting up monday.com is straightforward. We started by automating the critical areas, such as customer collaboration, billing management, and paperwork. For example, we want to see which invoices have been paid, so we don't lose some money on the way. This sometimes happens in our country. The initial setup and configuration took around a week, and we finished implementing the CRM in a month. The deployment involved three people, including me. I was the architect who built the data structure, and two contractors implemented it.
Platform maintenance is done via requests to the monday.com team. You can reach out if something isn't working as it should or if you need new processes, integrations, or features. Every user can submit a request, so you don't need an administrator to answer your questions. You will just write a separate one, and that's it.
It took us three weeks to create our first project, but it was a highly complicated one. The CRM took three or four weeks. After deploying the project, it only took some fine-tuning. You sometimes need to correct a mistake or address some unexpected behavior.
Once we completed the first project, It was much easier to scale because the templates were ready. They have templates, and you can copy the board. You can clone your settings and leave the board empty with only the settings fixed. It's a handy feature because several branches use identical business processes. We cloned our entire workspace and group of boards. It only took one day to repeat the process at another brand.
What was our ROI?
We see an ROI in time and resources. We spend a lot less time on tasks and have been able to assign additional tasks to our teams because monday.com freed up their time. Our capacity has increased dramatically since adopting the solution, so we generate more profit.
monday.com reduced manual work by around 40 percent because we previously spent a lot of time manually creating offers and collecting documents for tenders. Now, everything is automated, so our offers are generated automatically. We fill in the details about prices, the number of licenses, etc., and it produces the document. Before, sales managers needed to spend several hours creating an offer, but they can do it now in five minutes.
What's my experience with pricing, setup cost, and licensing?
The enterprise plan looks expensive because we don't understand the value as monday.com users. The pro level and other packages seem reasonable.
What other advice do I have?
I rate monday.com an eight out of ten. monday.com is highly flexible, and you can shape your business processes using templates. However, if you have many users involved in your processes, you must think about the design first to avoid mistakes.
It has some limitations in data linkages, but I can't think of any other tools I would rate higher than seven. monday.com is still my favorite.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: partner

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