Founder & CEO at Falkor Digital
User
Great customization and time tracking with excellent communication tools
Pros and Cons
  • "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."
  • "I'd like better CRM integrations."

What is our primary use case?

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. 

How has it helped my organization?

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. 

What is most valuable?

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. 

What needs improvement?

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. 

Buyer's Guide
monday.com
March 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,995 professionals have used our research since 2012.

For how long have I used the solution?

I've used the solution for about two years.

What do I think about the stability of the solution?

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).

What do I think about the scalability of the solution?

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. 

How are customer service and support?

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.

How would you rate customer service and support?

Positive

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

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.

How was the initial setup?

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. 

What about the implementation team?

I personally handled all setup, training, and implementation. 

What was our ROI?

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. 

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

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. 

Which other solutions did I evaluate?

I had already evaluated Trello and Wrike through direct experience. 

What other advice do I have?

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.

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
Associate Director - Corporate and Foundation Relations at University of Alberta
User
Flexible, easy to use, and intuitive
Pros and Cons
  • "The number one feature is the ability to automate pretty much everything."
  • "The tool is beneficial for some businesses yet prohibitively expensive for others."

What is our primary use case?

We use the product mainly as a project management tool. We need to provide an impact report every year to different stakeholders. These reports have different deadlines and usually need the participation of several members of our organization. We are a large organization and we close several partnerships year after year, and the amount of reporting that needs to be produced and coordinated is very high. Also, these reports are crucial for the continued success of our unit.

How has it helped my organization?

Monday.com has helped us to automate processes and develop a space where different members of our team can communicate and share information. 

Monday.com has helped us to meet all our deadlines by allowing us to be proactive and develop the different reports way in advance. 

Monday.com is able to show us on one page all the different commitments we have in the future, allowing us to assign responsibilities and manage our resources efficiently. Ultimately, Monday.com is a tool that has improved our internal communication.

What is most valuable?

The number one feature is the ability to automate pretty much everything. This feature has allowed me to save so much time by avoiding repetitive tasks. 

I love how flexible and easy to customize it is. I have been able to build a different board for different projects, and every single time Monday.com has been able to provide the right tool to build something that works for my team. 

Monday.com is a user-friendly platform. It is very intuitive and easy to use. I am able to build new tools or boards in no time.

What needs improvement?

I have small criticisms since it's excellent and simple to use. 

I would recommend developers to continue focusing on the user experience and putting the consumer at the core of their functionality. Due to the fact that it is so comprehensive, it can be difficult to understand each functionality at times. 

The tool is beneficial for some businesses yet prohibitively expensive for others. 

Something that would be beneficial for me would be the ability to download or export many of the graphs or boards so that I can quickly share them with other colleagues who don't use Monday.

For how long have I used the solution?

I've used the solution for two years.

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
March 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
767,995 professionals have used our research since 2012.
Project Manager at Shorr Solutions
User
Greta time tracking and automation with extremely responsive support
Pros and Cons
  • "We love how we can create boards specifically focused on one topic and have all tasks and projects pertaining to that in one place."
  • "Making adjustments to the My Work section that it includes deadlines for multiple columns on a board instead of just one would be very useful."

What is our primary use case?

As a national medical practice consulting firm, we use Monday.com to manage all of our team member's daily tasks and all our client projects. We also use Monday.com to manage all of our marketing, website, and speaking engagement projects, as well as our lead nurturing process. 

We have created boards for each client and are sure to keep track of items that we've worked on for our clients by month and have created a time tracking column where we're able to log how much time was spent and bill our clients accordingly. 

We're able to seamlessly stay on top of all deadlines for our marketing, website, and speaking engagement initiatives and Monday.com is a huge contributor to our success in staying on top of our lead management.

How has it helped my organization?

Monday.com is an amazing project management tool. I cannot say enough great things about it. 

It has helped us to stay organized and on track with deadlines. We're also able to effectively manage our to-do lists and can easily track what deadlines are overdue, due today, due this week, and due next week in the "My Work" section. 

We love how we can create boards specifically focused on one topic and have all tasks and projects pertaining to that in one place. We can communicate well as a team in the updates section, add notes, links, files, etc. The platform is always updating so there's now a collaborative doc we can use similar to Google Docs and also we love the automation.

What is most valuable?

The features of Monday.com that our consulting firm has found the most valuable include the time tracking column, the ability to create multiple boards for each specific client as well as projects/tasks pertaining to a specific area in our company (marketing), automatons that move items once they are complete as well as automation that notifies our team when a task is complete with specific details we've customized (who completed the task, for which client and how long it took them to complete).

The "My Work" section is my ultimate favorite part of the tool. 

What needs improvement?

Making adjustments to the My Work section so that it includes deadlines for multiple columns on a board instead of just one column, would be very useful. Since the update/transition was done not too long ago from the previous " My Week" section, this has been a major flaw in the My Work section. Many of our boards have multiple deadline columns and it would be great to see all of the columns in the "My Work" section, not just one. We believe this may be an issue for multiple teams, not just ours.

For how long have I used the solution?

I've used the solution for three years.

What do I think about the stability of the solution?

I'm very confident that Monday.com is a stable solution. The team is great and they're providing wonderful customer service. They are extremely knowledgable, skilled, and innovative - creating a seamless platform that is always growing and improving to be even more efficient!

How are customer service and support?

Monday.com has given me one of the best customer service experiences I've ever had. They are extremely responsive and helpful.

How would you rate customer service and support?

Positive

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

We previously used HighRise. It was not a strong enough tool for project management. 

Which other solutions did I evaluate?

Yes, we evaluated Asana

What other advice do I have?

Monday.com is the best and we are huge fans.

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
Business Development Director at Payne Auto Group
User
Perfect for marketing tasks, collaboration, and centralization of documents
Pros and Cons
  • "It's colorful and easy to learn to use for all types of employee positions."
  • "The tablet display is confusing and difficult to use."

What is our primary use case?

We use the solution for marketing tasks. I manage our social media, photography, and videography teams. We plan out and collaborate on projects, and provide assets, branding guidelines, and resources for the team.

It's also useful for collaboration. We work in a team of about 25 people in automotive and we focus on PR and digital marketing. It's perfect for assigning tasks for events or for new releases. Our designer also communicates there with everyone.

We can use it to store resources. We connect everything through Monday. We use it to centralize as we keep some things in Dropbox and some things in Google Sheets. Now everything can be connected in the same place and we love it.

How has it helped my organization?

We used to use Wrike however, it didn't work on mobile and this does. I like having boards for certain items. I like that everyone can also have their own private boards if they prefer to keep their own notes 

It doesn't take long to load.

It keeps my team accountable to keep track of their tasks.

It's colorful and easy to learn to use for all types of employee positions.

I also enjoy that it is so mainstream that anyone can use it. They use it in universities as well. Most of the designers we work with and web developers are very comfortable using it too.

What is most valuable?

We like the mobile app, as well as more integrations, calendar features, and private boards. 

The mobile app is super helpful since our auto groups span four counties. 

The calendar view makes everything easy to see.

It has integrations with using all the programs we use too.

Monday is super inexpensive compared to other stuff we use.

It is very easy to maneuver around. I love the search bar feature where I can just search the entire board with the information I need. This makes it very fast and easy. 

In a dynamic workplace where we are working on several campaigns at a time, it's very important to us to have something that helps us move faster.

What needs improvement?

The tablet display is confusing and difficult to use. Most of my team works on tablets and they prefer the desktop view since it compresses some items.

For possible features maybe some more aggressive notifications - like "this comment was added and mentioned no one, would you like to see it?" Sometimes we forget to mention it and someone replied and we never saw it till we opened it up.

Notifications could be controlled by management instead of per person. I have a few employees that forget to mark off their tasks. However, if we could automate to alert them that would be better.

We need a broken link checker.

For how long have I used the solution?

I've used the solution for a few years.

What do I think about the stability of the solution?

The solution is really great and reliable. It never crashed. 

What do I think about the scalability of the solution?

The scalability is really great.

How are customer service and support?

I dont know if I have ever had to use technical support due to the ease of use of the tool.

How would you rate customer service and support?

Positive

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

We used to use Wrike. It was very expensive. In two years it broke on us - which was terrible. We couldn't download our information off of it either so we had to start all over when we left them. 

How was the initial setup?

It was very easy to set up. I taught myself and then I taught my team. 

What about the implementation team?

I did the setup myself. 

What was our ROI?

The ROI has been pretty huge.

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

I had no problem with the pricing at all. it was less than 1/2 of what we were spending with Wrike with more functionality.

Which other solutions did I evaluate?

I went through reviews and more and more just kept talking about Monday.com Plus, the local university uses it and that made it easier to choose Monday.com.

What other advice do I have?

I love it! i have no issues. 

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
Customer Experience Manager at Playtech Managed Services
User
Great features with good customization and helpful recent updates views
Pros and Cons
  • "I mostly like automation and recently added custom automation so we can brainstorm and find the best fit for our particular use-case."
  • "It would be good if we could have the option to choose custom colors for the status fields and groups so we can make some boards more branded."

What is our primary use case?

I work in an online gambling company. We deal on daily basis with internal and external B2B and B2C projects. Our use case includes all possible scenarios: project management (high level and detailed), Teams management, and collaboration via vacation boards and boards with the tasks. We use forms in Monday boards to log in requests from different departments in one place, we use Monday.com to manage GDPR requests and customer journeys, HR tasks and statistics, we even used board to manage company bookings. Long story short, Monday.com can suit every possible use case that you may have.

How has it helped my organization?

Since we started using Monday.com (until now), this system improved a lot of things in our company. We moved from old-fashioned Excel tables to the new, fresh, modern, engaging, and collaborative environment, which is full of creativity and provides us with better visibility and collaboration over all projects and tasks, vacations, and schedules that our teams use. The part that we like the most is that this system could be easily automated and integrated with other tools like Outlook/Zendesk or Teams.

What is most valuable?

I can say that all features are vital. I mostly like automation and recently added custom automation so we can brainstorm and find the best fit for our particular use-case. 

I personally like the feature "recent updates". With this tool, I can easily open every board and see quickly what are the recent changes made. Additionally, I like the mirroring column feature it helps us divide projects between a high level and detail and update things on another board without switching tabs. Also, I like reminders and in-app notifications, they're very helpful and could be easily customized.

What needs improvement?

It would be good if we could have the option to choose custom colors for the status fields and groups so we can make some boards more branded. 

Maybe automation could be reconsidered and updated a bit. We managed to find the automation that will fit our use case. Regarding automation, I would like to see an improved search area as it's not always user-friendly as well. 

I've gotten feedback from the team that it will be very helpful if Monday.com would allow filtering by "creation date" and "last update" columns.

For how long have I used the solution?

I've used the solution for three or more years.

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

We did use Asana. It wasn't that user-friendly or loved by the team.

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

I cannot say what the pricing is.

Which other solutions did I evaluate?

I cannot say what we evaluated previously.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Operations Lead, Vendor Merch Ops at Goop Inc. Limited
User
Top 20
Excellent automation with helpful integrations and search functionality
Pros and Cons
  • "Automations are the most useful aspect of the solution."
  • "BCC Outlook integrations could be better."

What is our primary use case?

I use the product for purchase order management. I manage the inbound of vendor POs. There are hundreds a month and I use Monday.com to organize the transparency of the POs from order to delivery. 

Every day, I bulk upload a list of POs with supporting and necessary information/statuses to be monitored by myself and viewed by anyone else in the company. We use this board to make sure all our POs are being tracked so that our teams have eyes on the product before it launches on site (e-commerce). 

This board has spun off into a few other boards that are now being managed by other individuals.

How has it helped my organization?

We now have transparency on all inbound orders. Before, we had to rely on Outlook emails and Excel docs. This is a tremendous help and it saves multiple people in the company vast amounts of time allowing us to work on more important tasks. 

The entire idea around these boards is to automate the process so that we can take our employees and allow them to fine tune process (and in doing so, we continually make adjustments to the Monday.com boards). 

The monthly updates that Monday.com provides always add a little bit more to our flow.

What is most valuable?

Automations are the most useful aspect of the solution. I do half the workload I used to do and can now spend time fine-tuning the process.

The integrations are great as well, especially Outlook, which has allowed me to automate form submissions to be sent to 3rd party email addresses. 

The search function is a lifesaver, allowing a quick and easy view of all locations a PO (most commonly searched value) can be found. We have a launch board, a tracking board, and gift guide boards that allow us to track the entire lifespan of a PO.

What needs improvement?

BCC Outlook integrations could be better. I'd love to set up an automation that emails myself and BCCs an entire list of emails (our vendors) when I need to respond in bulk to any vendors that have a specific status on their PO or are past a deadline. I cannot overstate how much time and effort this would save our company. 

A way to update existing line items when a new line is created that contains the same selected value (name) as the line already on the board would be great. I ask vendors to submit tracking, for instance, for a purchase order (name). I have to manually copy-paste each one. It would be nice if it simply automatically updated the line item (and then delete the submitted line).

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?

It's stable.

What do I think about the scalability of the solution?

I am impressed with the scalability, however, there is a decent amount of room to improve on. More Outlook integration options for sure would be useful. Being able to bulk email a list based on emails added to line items, for example, would help.

How are customer service and support?

Customer support is nice, however, once set up, we never hear from them. 

How would you rate customer service and support?

Positive

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

We were using Excel and Outlook before Monday.com.

How was the initial setup?

The initial setup is straightforward. 

What about the implementation team?

We implemented it through a vendor team, and they were lovely. They held our hand through the entire setup.

What was our ROI?

I don't have an exact ROI, however, if I made $100K before we moved onto Monday.com and I am now doing 20% less work due to the automation and workflow I set up, I would estimate a cost savings of $20K for me. It would definitely be more company-wide. 

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

I honestly am not sure. I do not call the big shots. I can't speak to licensing costs.

Which other solutions did I evaluate?

Yes, the company did look at other options, however, I was not part of that team at the time. I am unsure what was evaluated. 

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.
PeerSpot user
Technology & Software Consulting and Strategy at Timlittletech LLC
User
Top 20
Streamline processes, reduces proposal creation time, and is easy to manage
Pros and Cons
  • "There are so many automations to streamline everyday tasks and reduce click counts when doing admin work. It is incredible."
  • "The permission settings require workarounds for some use cases."

What is our primary use case?

I run my solopreneur consulting business almost entirely on Monday.com. I also have setup workflows on Monday.com for dozens of companies across many industries (construction, HR, architecture, eCommerce, sales, etc...) 

All my leads and customers are managed in Monday.com's CRM solution. I have automated workflows to convert them to customers/clients when the deals close. 

Upon close, I manage all my client projects directly on Monday.com with automated tasks, reminders, due dates and invoicing.

How has it helped my organization?

My business is very streamlined and efficient from sales to project management and execution to billing. Monday.com orchestrates the entire process for me and integrates with the other tools I use to get the job done and provide the best service possible to my customers and ease of use to me and my team. 

I have reduced proposal creation time to under ten minutes and automated email follow-ups and integrations all facilitated and tracked on Monday.com. 

We now have a Grand Central Station for inputting customer/project/work information which significantly streamlines and accelerates the pace our business operates. 

What is most valuable?

The most valuable aspects include:

Automations. There are so many automations to streamline everyday tasks and reduce click counts when doing admin work. It is incredible. 

My Work. It is one place that links all my to-do's on one screen on Monday.com this feature/function is critical to delivering my commitments on time and knowing what my workload is

Dashboards. The ease of reporting on Monday.com is amazing, they have dozens of report/chart types that create amazing visibility into the day-to-day operations of our business, and visualize projections for sales, projects, etc. The setup for these reports is as simplified as I have seen across any reporting tools.

What needs improvement?

The permission settings require workarounds for some use cases. The enterprise plan offers the features needed, however, too many times I've had to set up weird workarounds for permissions with my smaller Monday.com customers who don't have an enterprise version. 

The license tiers are a little difficult to manage, as Monday sells seats/licenses in bundles of five or ten. Too many times I've had clients with six users who are forced to pay for ten user licenses due to the pricing structure. Since the lowest tier is three users it does make it difficult to have a solopreneur justify the use of the platform, as you are essentially paying triple. At the end of the day it can still often be worth it, however, is definitely a turn-off when signing up. 

For how long have I used the solution?

I've used the solution for16 months.

Disclosure: My company has a business relationship with this vendor other than being a customer: I am a verified partner with monday.com
PeerSpot user
Manager, Claims Learning and Development at Allstate
Real User
Top 20
Great forms, helpful data collection capabilities, and makes tracking simple
Pros and Cons
  • "It saves me from having to interrupt my team to get simple answers I can look for myself."
  • "I'm unclear about the notifications feature in that I receive way too many emails."

What is our primary use case?

We use Monday.com to track training project status, project, and deliverable timelines, resources, updates, and assign work. 

We also use it to track training completions (through forms) and requests for support (through forms). 

My team also uses it for personal task tracking, team task tracking, sharing of accomplishments, and dashboard summaries. We are a learning team and finding new ways of using the tool all the time. It is a helpful tool to communicate with people outside our group so they can quickly find status updates as guests.

How has it helped my organization?

Monday.com has allowed me as a manager to stay up-to-date on team training project status and get real-time updates about issues. It saves me from having to interrupt my team to get simple answers I can look for myself. 

We are able to be more organized as we use it to organize our training schedule and coordinate our communication launches and quarterly planning schedules. 

Monday.com makes it easy to understand the new features and so they are easy to implement so we find new uses for it all the time. The visual nature of the boards makes them easy to understand.

What is most valuable?

I really like the forms option. It allows us to collect the information we need from our customers upfront without having to speak with them first and it makes the process more efficient. Once the form is completed, the information automatically compiles into a board making the assignment of tasks very easy. 

We have also been able to use the form option to track self-paced learning course completions for smaller projects to ensure the required people are completing their training. 

It also works well for data collection. 

What needs improvement?

I wish that you could have different columns for each of the groups on one board. 

I wish that you could turn off the sub-item menu if you accidentally enabled it. 

I'm unclear about the notifications feature in that I receive way too many emails. 

I've had requests for once an item is created that it duplicates on another board and automatic updates to both items if they are linked. 

I really like, however, how new features are sent out all the time so I can slowly learn more and more.

For how long have I used the solution?

We used the solution for two years.

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

We previously used Excel. It was not working well.

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

I don't manage this area.

Which other solutions did I evaluate?

I did not evaluate other options. I saw a commercial for Monday.com and I was sold.

What other advice do I have?

It really a great tool that I would recommend.

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