Customer Service Administrator at Katie Loxton
User
Good visibility with helpful automation and filters
Pros and Cons
  • "The automation makes moving items around the boards easier and saves us time."
  • "The biggest thing that I have seen is that the automatic animations are sometimes delayed or slower."

What is our primary use case?

This is one of the primary services that we use daily. 

We use it to organize our new customer requests to tell us where they are in the application process. 

Any issues we have with our other systems can be monitored through this. 

It lets the user update where they are in the process and also what needs to be done still. 

It allows us to monitor communications about customer inquiries and what stage they are at. It is helpful in allowing us to communicate efficiently with other teams in the business. 

How has it helped my organization?

This is a great way to see what has been done and what needs to be done on any issue that we enter. It will automatically notify the correct person which helps remove a step in the process for the user and saves time. 

We use it for customer requests to show us what we may still need for the customer and allows us to monitor where they are in the application process easier. 

It lets us organize tasks between us and teams that are not in our immediate facility so that all parties know where the task is in the process. 

What is most valuable?

The feature that I find most valuable is the personalization of the pages. This allows us to decide what is needed for each page and section. 

The automation makes moving items around the boards easier and saves us time. 

The automatic notification saves the user time by removing a step in the process. 

It provides a section for anything you may need to add to each board and enough options to use. 

The filters on each board help to narrow down exactly what we are trying to look at at that very moment.

What needs improvement?

I have not found many things that need to be improved. The biggest thing that I have seen is that the automatic animations are sometimes delayed or slower. If the user is moving too many things at one time the automatic animations may not work at all causing the user to manually move the items between sections on the board. This is not a big issue at all as it just causes the user to have an additional step in the process. All other functions seem to work well and it is easy to navigate. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Founder at Secrétariat Excellence
Real User
It lets you create a personalized workspace for every client
Pros and Cons
  • "Monday.com is effortless to use. You can customize it to adapt to your needs and work style. The product is beautiful and intuitive, which makes the work enjoyable."
  • "I archive the data, but I don't know where to find it or how. When I was testing, I thought I saw all the archived files sorted in no order and without knowing where they came from."

What is our primary use case?

J'utilise monday.com pour suivre mes prospects et mes clients. Je peux envoyer des SMS de suivi via le web et gérer ma facturation. Je peux également planifier mon calendrier éditorial pour les blogs, les newsletters et les publications LinkedIn. Lorsque des articles sont programmés, cela me rappelle de les publier ou de les préparer. 

Monday.com peut créer un espace de travail personnalisé pour chaque client. Par exemple, l'un est un installateur de cuisines et de salles de bains sous-traitant pour de grandes entreprises, il doit donc prendre de nombreux rendez-vous pour les installations et les services après-vente. Je peux voir rapidement quels fichiers n'ont pas été reçus ou voir les clients que je dois contacter, etc.

How has it helped my organization?

Monday.com me fait gagner du temps car il est simple d'extraire des données au format Excel et de produire des statistiques pour mes clients. J'utilisais uniquement des tableaux Excel dans le passé. Je peux aujourd'hui utiliser des tableaux agréables à lire, ajouter ou supprimer des colonnes, faire des calculs simples. Ensuite, je fais mes extractions sur Excel, à la demande, pour les clients qui n'ont pas l'opportunité d'utiliser Monday. C'est simple et très rapide. J'ai testé Trello ou Asana, mais je cherchais un format de tableau facile à manipuler et à personnaliser.

What is most valuable?

Monday.com est facile à utiliser. Vous pouvez le personnaliser pour l'adapter à vos besoins et à votre style de travail. Le produit est beau et intuitif, ce qui rend le travail agréable. 

Les nombreux modèles pré-enregistrés sont excellents. Vous pouvez tester différents modèles pour trouver les outils appropriés. Les différentes vues accessibles, comme les calendriers, les diagrammes, le Gantt, etc., sont essentielles et j'aime passer de l'une à l'autre. 

Les informations manquantes ou les délais non respectés ne sont pas toujours visibles dans le format de tableau classique. Passer à un autre permet d'avoir des données qui sautent immédiatement aux yeux. Je reçois beaucoup de satisfaction quand je vois la colonne "statut" devenir 100% verte. 

What needs improvement?

J'archive les données, mais je ne sais pas où les trouver ni comment. Lors de mes tests, j'ai cru voir tous les fichiers archivés triés sans ordre et sans savoir d'où ils venaient. 

J'ai toujours du mal à comprendre comment connecter des colonnes entre elles d'une table à l'autre. Enfin, lorsque vous souhaitez transférer certains éléments d'une table à une autre cela ne fonctionne pas sans colonnes préexistantes. Vous devez recréer les colonnes. Il se peut que j'aie besoin de formation, mais je n'ai pas beaucoup de temps pour cela.

For how long have I used the solution?

J'utilise monday.com depuis deux ans.

What do I think about the stability of the solution?

J'ai rencontré des problèmes la semaine dernière pour la première fois. Je ne sais pas pourquoi, mais il était impossible de travailler. 

How are customer service and support?

Leur support était très réactif lorsque je posais une question ou que j'avais besoin d'aide.

How would you rate customer service and support?

Positive

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

J'ai déjà travaillé avec  Trello  et  Asana

How was the initial setup?

L'installation ne pourrait pas être plus facile.

What was our ROI?

Monday.com me fait gagner du temps et de l'argent.

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

Monday.com a une version gratuite qui peut suffire pour une personne. Une fois qu'on a testé la version payante, on ne peut plus s'en détacher. Par contre, je trouve ça très cher, surtout quand on est freelance. C'est un investissement important.

What other advice do I have?

Je note monday.com 10 sur 10. J'adore ce produit. C'était la solution que je cherchais.

Which deployment model are you using for this solution?

Private Cloud

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

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
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.
767,847 professionals have used our research since 2012.
Director of Communication at The Loken Group
User
Great subitems, helpful My Work section, and unlimited automation
Pros and Cons
  • "My Work helps us really, truly see what is on our plate for a given day in a task list form - we did not have this capability before."
  • "Automation is often glitchy for us. Maybe we have too many automations set up?"

What is our primary use case?

We use Monday.com for marketing project requests and management. 

Our work consists of a marketing team (graphic designer, social media manager, copywriter, director of communication, design manager, and VP) getting project requests from external teams.

Requests are submitted via Typeforms and are populated on our Monday.com boards. We manage some boards that have external guests (all "active" projects live on one board, and upcoming projects on another), and manage some boards with internal marketing team access only, depending on the project type.

How has it helped my organization?

There are a few key ways that this has positively impacted our organization, including: 

REQUESTS

With our last project management system, we had a big problem with getting all the correct info for our projects the first time. We had to do a lot of back and forth, and there was always confusion about project requests. Our system with Monday.com allows us to adjust the request forms based on the project to get EXACTLY what we need, upfront. 

BIG PROJECTS

We also find the collaborative environment works better on big projects, thanks to subitems. Previously, we would manage multiple item cards for the pieces of big projects that our team was individually owning. On Monday.com, we can link projects and use subitems to create due dates and manage task lists.

MY WORK

My Work helps us really, truly see what is on our plate for a given day in a task list form - we did not have this capability before.

GUESTS

Our Monday.com account is primarily used for our marketing team only, so having free account guests was crucial for us from an affordability standpoint.

What is most valuable?

The most valuable aspects include:

SUBITEMS

Subitems allow us to more efficiently break down projects into tasks for individual team members. For example, for one event, we need basically everyone's input - copy written for an email, social media posts, graphics/landing pages. Subitems allow us to manage all of these tasks under the umbrella of one main project.

MY WORK

This just really simplifies our workflow. You can see what you need to do on a certain day/week/month at a simple glance.

UNLIMITED AUTOMATION

This helps us work more efficiently. We mainly use it to move projects to other groups based on status. 

What needs improvement?

The product could improve:

AUTOMATION

Automation is often glitchy for us. Maybe we have too many automations set up? Sometimes it will move the project, just with a lag time, and sometimes it doesn't move the project at all. 

TIME TRACKING

Our designers have some key challenges with tracking KPIs around project time tracking in Monday.com. Time tracking is pretty difficult to remember to initiate and they also need to be able to track the overall project timeframe. For example, they want to know the project, all told, took them six hours, however, they also need to know that it took three weeks from start to finish.

For how long have I used the solution?

I've been using the solution for nine months.

What do I think about the stability of the solution?

I am defining stability here as the entire platform being operational. I feel like we experience system outages (where we can't load Monday.com at all, or things are lagging because of system issues) more with Monday.com than we did with Trello, our previous project management solution. Ironically, this usually seems to occur on Monday, which is the day that our team does a status update on all projects. I'm looking at the incident history on Monday.com's Status webpage and it looks like there have been 2 major connectivity issues across all accounts per month for the last 2 months. I am not sure if that is normal, and just feels like a lot because it's inconvenient, no matter how frequent? 

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

We previously used Trello and there were just some major gaps - the biggest being price (Monday.com offers free guest users) and features (mostly around tracking KPIs).

How was the initial setup?

The initial setup was complex in that you really need to come up with a great plan at the start and you can really easily get inundated with information. There are a lot of great resources, though.

What about the implementation team?

We did the setup in-house.

Which other solutions did I evaluate?

We also looked at Asana and a Microsoft product that comes in the suite of products we pay for already.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Manager of Training | Customer Success at Stack Construction Technologies
User
Great visibility, simple item tracking, and helps with organization
Pros and Cons
  • "The solution provides a one-stop place for notes, progress, and sharing the status of projects."
  • "I often find it difficult to keep track of all the projects I am involved in."

What is our primary use case?

As a trainer working under the customer success director, we have multiple projects to plan and implement together with our team members. We also work remotely in different parts of the country, so Monday.com provides our team a place to coordinate tasks and progress since we don't run into each other in the office to review or brainstorm ideas. 

I use Monday.com to plan and implement projects and to plan and create agendas for one-off and ongoing meetings. 

We use this platform also when cross-functional teams are working together on a plan or project

How has it helped my organization?

The solution provides a one-stop place for notes, progress, and sharing the status of projects. Monday.com keeps our teams aligned as we move through the steps needing to be taken in a project. 

Another aspect that is helpful, is that, by design, it guides you to be more organized in your thought processes. I enjoy the ability to add and edit agendas for recurring meetings here also.

Monday.com has helped with the planning of projects and also the communication piece that is often missed among colleagues and with other teams in the organization.

What is most valuable?

The visibility is excellent. The fact that everyone can see the different boards and who is responsible for the project. The sub-items are beyond valuable. The ability to add subgroups to projects keeps the team and individuals involved on-task and organized. 

I use Monday.com to keep track of agenda items and planning for recurring meetings my team has. It is easy to add recurring weekly, monthly, and quarterly meetings and tasks. Even having set up an annually occurring task ensures it won't be forgotten.

What needs improvement?

I often find it difficult to keep track of all the projects I am involved in. Monday has been working to improve this, however, part of that is on me to search, research, review and figure it out. I would like to just have a list of the items that I'm responsible for and involved in emailed to me every Monday or daily (my choice). That's really the only complaint I have. 

For how long have I used the solution?

I've used the solution for six months.

What do I think about the stability of the solution?

I have had zero issues with Monday.com

What do I think about the scalability of the solution?

The solution is easy and adaptable.

How are customer service and support?

Luckily, I have not needed support.

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

This is my first project management tool. I'm sold!

How was the initial setup?

This product was already in place when I was hired.

What was our ROI?

It's worth every penny in terms of ROI.

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

I was not involved in the purchase.

Which other solutions did I evaluate?

This was already in place when I was hired.

What other advice do I have?

Introduce this product to all teams and get them on board simultaneously through an internal training. Leadership should use this exclusively to communicate and plan tasks - otherwise it won't take hold.

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
Director Of Operations at Livable
User
Customizable with great automations and good flexibility
Pros and Cons
  • "We really like the dashboards, automation, and spreadsheets."
  • "It would be great to have better email integration so that you could have all of your inboxes consolidated there."

What is our primary use case?

We use it to run our back office as well as manage tasks, team communications, and processes. 

We are a fully remote company. We do utility billing and must keep track of several metrics and data points that change each month so we needed a way to keep them all in a place where we could share with our entire team, keep logs, see activity, share tasks, and have insight into what the entire company was doing. Monday helps us tremendously with this. 

We love it. It has really made a difference for us and we are happy with it.

How has it helped my organization?

We have seen a significant increase in efficiency. We used to manage everything on Google Docs and spreadsheets and have since begun converting all of those to Monday.com boards which are much smarter and more well integrated. 

We like how much we can automate and customize the automation to suit our needs. We want to "dummy-proof" our tools and processes as much as possible and Monday.com's automation and customization allows us to do that. The dashboards are great to see an aggregated overview of what is going on.

What is most valuable?

The entire product is valuable. You can do nearly anything with it given how much flexibility is in the ability to customize for your use case. We really like the dashboards, automation, and spreadsheets. 

The function item on the table view is great to leverage smart calculations and is easy to program. The different views available and the ability to save filters and views really help so that each team member can limit what information they see to only things that are meant for them. 

It's great. It really helps with flexibility.

What needs improvement?

It would be great to have better email integration so that you could have all of your inboxes consolidated there. Right now, my email account is the only other page I have open most of the time. It would be great to consolidate further.

Also, we need a better place to aggregate all of our tasks. You can in the "My Work" section, however, you are limited to what data is shown there. It would be really great if you had more columns to include any data from any board so you could do all of your work from there instead of going to each board separately.

For how long have I used the solution?

I've been using the solution for about six months.

What do I think about the stability of the solution?

It has been very stable so far.

What do I think about the scalability of the solution?

The solution is very scalable and customizable.

How are customer service and support?

Support is very responsive and helpful.

How would you rate customer service and support?

Positive

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

We used Google Suite. It was not efficient enough.

How was the initial setup?

It's pretty user-friendly and easy to configure. However, there are a lot of features so its best to get help to know the best way to set your system up. Due to the amount of customization available, its nice to have an expert assess your use case so they can tell you the most efficient way to accomplish your goal. 

What about the implementation team?

We handled the setup in-house.

What was our ROI?

It's hard to say what the ROI is, however, it has greatly reduced mistakes that would have cost us thousands at the least.

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

I would definitely reccomend trying to get an onboarding specialist to help you set it up if you have a complicated workflow.

Which other solutions did I evaluate?

We looked at Teamwork and Asana. Monday was more user friendly.

Which deployment model are you using for this solution?

Public Cloud

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

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Influencer Marketing Manager at Fiverr International Ltd
User
Excellent general layout, connects boards and helps with organization
Pros and Cons
  • "I am able to keep much better track of all current projects and each aspect of individual projects, which has helped to make team meetings a breeze."
  • "Email notifications from Monday.com can sometimes not lead to the relevant update I am being notified about, which can be frustrating."

What is our primary use case?

The primary use case is for task management and clearly communicating ongoing and planned projects to colleagues across different teams within different geographies. 

I work in the marketing department of a global tech company, which is rather matrixed, so clear communication of current and planned projects helps myself and others to clearly understand where synergies might exist. 

I also use the platform to communicate requests to other internal teams, such as creative and design, and to keep track of the progress of my requests.

How has it helped my organization?

I am able to keep much better track of all current projects and each aspect of individual projects, which has helped to make team meetings a breeze. Everyone is clear on which tasks they are responsible for and I am able to review our Monday's board before each meeting to develop an agenda of problems to solve and updates to discuss. 

Organization, in general, has been greatly improved and it has had a marked improvement in communication also, cutting down on wasted time during meetings and making life a little easier for everyone.

What is most valuable?

I like the ability to connect boards. If I make an update to my board to mark a project as complete or content as live, my colleagues in the social team then know that this piece of content is now live and our community manager can begin to interact with comments. This is so useful as it helps to remove any unnecessary emailing/messaging. 

I also like the general layout and the ability to color-code projects/tasks. It provides an incredibly clear and user-friendly format. The ability to expand/contract tasks, edit labels and edit the ordering of projects are also incredibly useful features.

What needs improvement?

Email notifications from Monday.com can sometimes not lead to the relevant update I am being notified about. When this happens, I then need to review the email to understand which board the update has come from and then manually find the board with the update I need to address within Monday.com. If the email led me to the specific board, then it'd be a much easier experience and require less of an investment of time.In my opinion, this aspect of the user experience should definitely be addressed within the next release of the platform.

For how long have I used the solution?

I've used the solution for one year. 

What do I think about the stability of the solution?

Overall, the solution is fairly stable and will likely continue to be a major part of the company I work for. It will be interesting to see further features/abilities added.

How are customer service and support?

I have not yet engaged customer service and support.

How would you rate customer service and support?

Neutral

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

I previously used Trello. I switched as my new company already used Monday.com.

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

I am not involved in procurement. I am simply a user.

What other advice do I have?

I like the product and am looking forward to using it more.

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
Office Manager at Fossil Creek Pools
User
Great online file/commenting system, streamlines communication and offers real-time updates
Pros and Cons
  • "The time savings alone is worth every penny and man-hour it took settings up the business profile."
  • "There are minor bugs that delete information or don’t autosave information placed. It doesn’t happen often, however, when it does it is inconvenient."

What is our primary use case?

We use the solution for organization and communication in our construction company - including file organization and storage. It is very convenient to be able to leave reminders or updates about each job in their own file. That way, we can come to one central location for each job.

It is also very vital to be able to update field workers quickly as new updates from homeowners come in. With Monday, we have been able to eliminate so many construction meetings as all the information we would previously need is found in the client's file on the system. 

How has it helped my organization?

We are more streamlined, we have better communication without having to talk directly to each other, and it's made the online file system and photo uploading easier. We can see progress and hold our subs accountable as well as protect our company. 

Updates from clients or the office happen immediately and each team member is notified of the information that is important to their job title. The integration and automation like sending emails to clients at certain phases have vastly reduced the number of communication complaints we get from homeowners. They are kept in the loop when phases are listed as completed. 

What is most valuable?

The online file/commenting system for each job is great. We can all see everything going on without scheduling a two-hour meeting. 

Auto emails to clients have streamlined communication with external emails so we can keep people informed without manually adding any hours or tasks to our day-to-day list. 

It keeps things moving without actually doing additional work. The time savings alone is worth every penny and man-hour it took settings up the business profile. 

It took us a few weeks to fully integrate, however, it has been so worth it. 

What needs improvement?

There are minor bugs that delete information or don’t autosave information placed. It doesn’t happen often, however, when it does, it is inconvenient. 

In a few instances, the dates and times of appointments were changed - which obviously caused problems. The amount of times this has happened is so few and far between like any other system that we can easily see the benefit despite the few bugs we encountered. 

What I do appreciate is Monday's quickness to respond to issues whenever I have submitted them. Any software we’ve used has had its issues. None have been as much of a "package” as Monday - so we will deal with the bugs. 

For how long have I used the solution?

I've used the solution for one year.

What do I think about the stability of the solution?

It’s a stable product.

What do I think about the scalability of the solution?

I'm sure scalability could get better, however, it’s already very great. The capacity of memory is already very substantial for businesses of all sizes. For our midsized company that uploads multiple files a day I don't see scalability as a problem as of right now. 

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

We used Save File. We switched as it didn’t do anything but electronically store files.

How was the initial setup?

The setup is straightforward for technically inclined people.

What about the implementation team?

We did the setup in-house. 

What was our ROI?

We've saved hours worth of meetings/emails.

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

I'd advise new users to get the setup over with like ripping off a bandaid. It takes a lot of time, however, once it’s all up and running it’s amazing. 

Which other solutions did I evaluate?

We evaluated BuilderTrend. 

What other advice do I have?

We'd like to see track appointment dates specifically in more than one area to ensure none or missed. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Public Relations Specialist at Eventrics Weddings
User
Improves efficiency with helpful boards and organization features
Pros and Cons
  • "Besides the boards that we use daily to organize our information, we love the survey aspect of Monday.com too."
  • "I would love to be able to have a chat option with Monday.com's IT so that if I'm looking to add a new view or experience to our planning boards, they could easily talk me through the best option."

What is our primary use case?

I work for a luxury wedding planning company. We use Monday.com for everything. There is a team of five of us, some of who work remotely. Monday.com helps us organize information internally between employees and also with our couples as we go through the planning process. 

For example, we have an internal board where we have organized all of our vendor contacts, login information, and content creation too. For the couples, they are able to access a board dedicated to their wedding and share feedback with us, all in one place - no more chains of emails.

How has it helped my organization?

Monday.com has improved our efficiency by having many different options on how to organize your information. We use the boards to track the progress of vendor research, contracts, upcoming payments, and even to plan our social media posts! It's also nice to have the information all in one place where our couples can access the board and track our progress, give us feedback, and even update items that they've checked off of their checklist. 

Monday.com is a must-have for any individual or business in the event or wedding planning industry.

What is most valuable?

Besides the boards that we use daily to organize our information, we love the survey aspect of Monday.com too. 

It makes it so easy to create a survey with different answer options for our guests, and Monday.com effectively collects and organizes the answers for us, which can then be directly exported to an Excel spreadsheet.

For example, we have set up a survey for couples who are organizing rides to and from the airport for their wedding guests and we can change the answers to have multiple choice answers, dropdowns, or even leave a space for the guests to type in their own answer. 

Once all of the data is collected, you can view it all on Monday.com or organize it in a spreadsheet, which we normally do before sending it to the transportation coordinator.

What needs improvement?

I would love to be able to have a chat option with Monday.com's IT so that if I'm looking to add a new view or experience to our planning boards, they could easily talk me through the best option. 

For example, we are looking to fully use Monday.com for every aspect of business, but there are too many options for us to scroll through, and I feel as though it would help us to go over exactly what we're looking for and a Monday.com specialist help us out because I'm sure they know more of the offerings than we do. 

For how long have I used the solution?

I've been using Monday.com for over a year now.

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.