monday.com Reviews

I use monday.com in an agency setting to create marketing workflows that connect different teams. It simplifies communications between departments and gives them the means to track the status of their work.

monday.com increased the efficiency of the teams using it, thereby decreasing costs. We needed fewer people to do the same amount of work once the tasks were organized and presented in a simple way. monday.com has the flexibility to do nearly anything. However, you need to understand its capabilities first. It's quite useful once you've set it up and figured out what you're asking the product to do. 

It enabled us to consolidate conversations across different teams and keep track of individual items instead of defaulting to Slack, email, or various other communication platforms. Everything is in one place.

monday.com helped us avoid project delays because we can get a high-level overview of what a current team member or team itself is doing. The amount of time saved varies depending on the team, but our graphics team saved about 10 to 15 hours weekly. 

It can be effective at breaking down silos if your configuration team accesses it the right way. At the same time, it can also create silos if you don't have an efficient setup properly booted into it.

I enjoy monday.com's interface. I find it approachable and customizable. monday.com offers multiple ways to view a project timeline, and most of those views are pretty useful if they're set up correctly.

monday.com isn't hard to use once you realize it can do most of the things you need it to do. The tricky part is figuring out how to get those things to work with it. It's easy for an end-user who is shown a workflow, but the setup can be a little bit more complicated.

If they had some customer success outreach for the lower-level packages, that would help companies who don't have experience on the platform. Otherwise, they have wonderful training and help documents. They just don't necessarily tell you precisely how to set up your company's workflow. Once things are set up, it's straightforward.

monday.com could benefit from deeper integration with other products that are prevalent within the industry, such as Google Sheets, HubSpot, social media platforms, and various ad services.

I have used monday.com for about three years now.

I rate monday.com an eight out of ten for reliability. In the last three years, monday.com was completely inaccessible only two times. There wasn't much communication about it. When monday.com goes down, there isn't a backup solution. Reliability can be a big concern when all of your files and processes live within the program. 

Aside from those two outages, there have been a few minor bugs. Sometimes, you'll do something that's worked 500 times the same day but isn't working momentarily. It isn't a significant enough issue that you want to open up a ticket. It typically resolves on its own within a couple of minutes.

Scaling up monday.com is simple. However, in a larger organization with hundreds of boards, managing who has access to which board can be a little confusing. It'd be nice if it were set up more like Slack, so you could invite someone to a specific channel instead of inviting them to the organization and giving them permission to each individual workflow.

I rate monday.com's support a four out of ten. Their support can be a little clunky, and it sometimes takes a while to get a response. That response is often not a one-stop solution. It frequently requires a call, and it's challenging to have that dialogue unless you're on one of their premium plans. Their support is heavily email-based.

We previously used Microsoft Office and Google tools, but we were looking for a one-size-fits-all solution. 

The complexity of the setup depends on whether you're building the solution from scratch with an expert on the team or trying to convert from an established program. Switching to monday.com from another system isn't easy, but starting from scratch would be pretty straightforward.

My implementation strategy is to hop onto video calls with various teams and ask them to collect the resources they currently use to track their progress. Over time, I try to implement solutions within monday.com that bring easy access to the person using it. I build automations and workflows over time. 

I tell my teams not to learn monday.com. I ask them what they want it to do and figure out how to make it do what they want. There isn't an easily approachable way for someone to get monday.com to do what they hope to achieve. 

You can typically deploy monday.com with one or two people. However, you need to train the team on how an individual workflow is built within monday.com, so they use it properly. I currently have 350 users on monday.com.

Once everything is set up, monday.com is good to go. The only maintenance is optimization. I say optimizing instead of maintaining. After a solution is deployed within monday.com, there are changes in how the project operates or the needs of that project. To optimize a monday.com board, I need to tweak settings, add automations, or incorporate suggestions from the team that could make their jobs a little easier.

I don't know if I can call it a return on investment. Without monday.com, we would still get the job done, but we do tasks a little more efficiently with it.

I think monday.com's paywalls are a little too high. Some basic features are locked behind the premium subscription. Some applications they offer within their subscription model are locked in an expensive package. These applications provide functionality that would benefit small teams, but it's too much money for a startup or a small business.

Their pricing model also prevents the product from being used throughout the organization. Everybody would benefit from accessing monday.com, but it is charged per user until you get into the much higher-level plans. For that level of access, the entire organization must pay $30 to $40 a month just to log in.

We looked at Asana, Jira, and one other product. We went with monday.com in the end, because we felt it offered the most tools for the price. 

I rate monday.com a seven out of ten. Before you purchase monday.com, think about what you want it to accomplish instead of joining it, hoping it's a pre-built system. 

For example, when you do taxes every year, you go to TurboTax, which walks you through exactly what you're trying to do. However, there is no starting point for using monday.com to track expenses or anything tax-related for the year. You can't just join it and say, "Oh, this is what I can do. I can upload this here, and I can put this here." 

You must know what you want it to do before purchasing the product. It can do the same task in ten different ways, so it's up to the user to determine which one of those ways will ultimately be the path.

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. 

monday.com assists me in marketing to new clients, tracking current client projects, billing, action items, etc. 

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.

I am impressed with the amount of features that monday.com continues to release on a consistent basis. 

I have been using the solution for over five years.

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.

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.

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.

Neutral

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.

The initial setup is straightforward in my opinion, depending on your workflow, of course. 

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.

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.

It's for cross-collaboration across multiple departments and external partners to have clear information in one centralized place rather than emails or spreadsheets.

The main benefit has been having something that is non-Microsoft-based software for integration, where there are more ways for you to not let everyone create duplicates. So, access management obviously is one thing, and the other thing is that it's a central repository with very clear features. You can add names, and you can add people in different splits. For me, its benefits are communication, clarity, and transparency on plans and also the ability to access the data asynchronously across the business.

It hasn't helped much with reducing project delays, but it has been helpful for project participation and collaboration. All of the work is marketing or campaign-based. It's more about information sharing and clarity rather than making things faster. It's just about making things work together. We were not doing that previously, but now, we are doing it. We are 50% better because previously, we were not able to do it, but now, we are able to do it. The other half is the people aspect of it.

There is more clarity on what other people are doing. Previously, things were locked in behind spreadsheets and SharePoints. In a large organization, you don't have access to everything. So, a lot of times, it took a lot of time to just ask for access to different things, whereas now, people need to come and put things forward.

Shareable boards with external partners and a couple of automations are valuable. I also like the simplicity or the clarity of the platform, and how it's a one-stop shop for everything rather than having multiple spreadsheets and folders.

There is definitely a learning curve in setting it up and using its features. What is lacking is some more proactivity from the monday.com team to teach. They gave us ours, but they never reached out to check if we wanted to use more of the features or do any kind of improvement on the usage. It has been very hands-off even though we had a couple of hours with them. Any nudge, videos, and things like that would be helpful. Other companies have done a much better job in terms of educating users, but at the same time, non-tech companies never thought about workflows and automation in that sense.

The ability to build the dashboard and visualizations out of the data that is in the platform could be better. There are no color themes and no further customization on that front, so you cannot brandify or white label all the platforms to make it look more like your business rather than a generic one.

In terms of flexibility, sometimes, I'd like to lock more features so people cannot add things that are not validated. At the same time, there are sometimes too many features and you don't know which one would be best for each use case or each type of data. That's where working with someone who is the monday.com champion would help from their end. 

In terms of providing the insight to empower decision-making, it's very user dependent. In my case, the main challenge is to get people to fill in the data and provide the data into it. There's no way to load the data from a spreadsheet or do something like that. A couple of the integrations with other platforms are a bit lacking. If I want to import something from Jira, it hasn't been bifurcated. How do I import things from Trello or other platforms? The integrations with Teams to send chats are also not that great. It claims to have a lot of integrations, but when you do a big deep dive into those integrations, they are not quite there, or you need to program a lot. You feel unsure of how to do it. It starts to become time-consuming after that initial adoption. It becomes more of an organizational challenge if you are in a big business. It doesn't necessarily sponsor the project management office to have those automations.

We have been using it for 18 months to two years.

The uptime has been 98% from what I've checked. I had more issues with them locking out our licenses because of their own internal mistakes. So, technically, it's good. I had to email them three or four times because our license expired or something like that, and I constantly get a tag of when your trial version is going to end. So, it's a bit annoying from a customer service perspective.

It's scalable, but you need someone to manage the solution. It will never be very automatic to put a lot of people in and do lots of bulk edits. That's the piece that I'm more concerned about. You will need someone more technical to do such things.

It's mostly used within marketing across different local offices and then the global central office, but it's primarily marketing. It's a small team.

We've got 80 licenses that we've got approved, but we've got 180 users. What happens is that we give access to a lot of agencies to visualize the data. That's usually the most important thing, but they're not all participants in the workflow. It's more like they can see what's happening. It's not like we have 180 people logging in every day.

In terms of maintenance or governance, we don't have all the things because there's no one who's a technical product owner of the solution, which is the main challenge when adopting these things. The first couple of months, it's easy, but as you start to create the technical depth of owning a platform, it's a hidden thing, and people don't realize that that work needs to be done.

I'd rate it a five out of ten. I haven't used it a lot. They could do some more customer success where they do more proactive scouting for opportunities telling us that we see that you have five boards that are the same, you should do this with them, or we see that this field here is having lots of different entries, this is how you fix it. That's what I expected to do with them, which I haven't.

Neutral

We relied on Excel spreadsheets, which was terrible. It was mostly manual work, and there was a lack of continuity when people left.

I am doing its implementation. We have 80 pay users and then another 80 on the agency side, but we have lots of different pods of users of monday.com across the business as well, which is a bit challenging. We have people using monday.com adopting the license from the agency instead of our own license. It's more of an internal challenge than a monday.com challenge, and then monday.com is also not able to disclose who's using it from a privacy point of view.

The initial deployment is easier, but it becomes more complex over time. The more use cases and the more people you have, the more you start to need someone dedicated to all the management, such as handling access and managing the platform as an asset. The internal change in the business is also what's driving us to be able to adopt it. It's not only on the platform, it's how the businesses are changing, especially working on different sites or in different location time zones. These are the things that typically did not happen before because there were fewer digitally shared things.

It took us a year to reach some kind of saturation of users. The way you set up the board is fairly quick. One thing we're struggling with now is the governance of it and having multiple boards with the same information and not being able to govern them correctly. You do one or two boards, it's fine, but if you do 10 of the same piece, suddenly, you need to have some governance. Those are the kind of things that we would have done more with the monday.com team, but I know nobody else pushed that much. In my opinion, it's more on them to nag us on customer success than the other way around. That's how it happens with my other partners. They try to get us more engaged.

It's quite expensive when it goes to the enterprise license. Other tools like Jira cost 5 a month, and then their enterprise license is 38 a month, which is quite expensive for what we can do. It's £500 for a tool on a large enterprise. I'd have hoped that enterprise costs go down, not up. The pro license is £14, and then everything else is much more expensive, which is another barrier for us to adopt because other comparable tools are much more affordable when you have such a high multiplier as well. The difference between adopting it across both is more than twice the cost.

We didn't have any other tool. I brought it in as a champion to the business. The big challenge in a large organization is that adopting IT software becomes shadow IT because it just becomes hard to manage it. The other piece is that if you adopt a couple of users here and there, they don't want to invoice users individually in five different countries, which is completely understandable from a business cost perspective, but it's definitely a barrier to adoption. They've been super flexible on this in terms of allowing us to bring users, but from an admin perspective, it has been hard to adopt when it's bottom-up adoption.

It's good for helping break down silos within our organization. If people do adopt it, it becomes easier for everyone to see the data in one place. It doesn't solve the problem when the organization is really messy, but it's a key driver for data sharing transparency and reduction of emails.

You need to define the process first rather than trying to get the tool to solve the process. It's a medium to enable something that is already somewhat defined in your business. You probably need a change management sponsor because adopting new tools is a lot about user engagement. I'd advise having someone who's going to manage the tool moving ahead. You cannot just adopt and have no one who is going to be the actual admin of it because it will create complexity over time, even if it's going to simplify things in the long run. So, keep that in mind when doing it.

It's pretty straightforward but only for more technical people. I've been using it for a long time. I've been using it in other companies, and it's a four out of five in terms of ease of use for non-technical people. I really enjoyed the tool, and I'm a champion of it within my business.

People who are not used to project management or some scrum methodologies or anything like that might struggle with it because typically, people think in waterfall or Gantt charts, so they don't have the management background to run these things. In terms of its ease of use for non-technical users, I'd rate it a seven out of ten.

It's quite good for viewing projects and timelines. Being a mostly web-based platform, there are a couple of limitations to how you visualize it. I don't use it a lot for that use case. Typically for me, the most value is for a centralized slate that is not a spreadsheet where you can add project items rather than digitized timelines. My projects are less time-bound and more feature-bound, so timings are not so important for me. I'd rate it a seven out of ten from that perspective.

Overall, I'd rate it an eight out of ten. I'm still happy and still pushing forward and going ahead.

We primarily use the board, and we use automation, rules, and different groups.

We use monday.com for our workflow. But we don't really have any issues with Monday.com.

We spend less time organizing our things to do. Everything is on the board on Monday.com and we don't have to discuss or assign or meet anymore. We just push a button and change the status and it's done. We work more efficiently since using Monday.com.

There are so many great features. All of them are great.

The filters are extremely useful. Since we work remotely, we can filter down to the task, to employees, to urgency, to everything. Every little detail we can filter down into. The filtering is the best part. 

All of our projects, tasks, and clients are on the same board so we can search for anything and we don't have to ask the others.

They improve the product regularly. We just go with the flow as it works perfectly for us.

The solution should have better integration. We have, for example, Ignition, our online contract platform. When the clients sign the contract online, it would be awesome if it could trigger Monday.com and create a task immediately. Right now, we are doing it manually. We were trying to connect Monday.com with Ignition through Zapier, however, it was too complicated. Therefore, integration would be awesome.

They need a bigger server or more space on whatever they keep this website on. Sometimes, when we have a huge board, it gets slow. They might need more resources.

The product could have more templates.

I've been using the solution since 2020.

The stability is endless. I don't have any projects that I cannot set up on Monday.com. It's so flexible. If you need something to organize your stuff, Monday.com is the best.

There are 14 end-users. Everyone works from their laptops.

The scalability is great. There's nothing I can't set up, no matter the size.

Technical support is awesome. They had some technical issues, a few weeks ago and they kept me posted. They replied back immediately. It was totally acceptable. They admitted to the technical issues and they did not argue. They did not ask me to refer to the router and stuff like that. Everything was good. Their support is good.

Positive

We tried many different platforms and none of them worked. Then, on Facebook,  an ad for Monday.com popped up and the company loved it.

We tried Karbon, and then Jetpack. They were not good. We spent more time changing and updating the status than the actual work.

Monday.com has more flexibility. Karbon did not have that many settings. Since we are a CPA firm, we have different projects and groups like tax returns, monthly closing, small tasks, and so many different items and tasks. Now, we have 14 users in this group and Karbon did not have that big flexibility to assign, and share tasks and responsibilities. We couldn't work it out. When we tried Monday.com, we found that we could change a lot more and update, and personalize everything specifically to the firm, or to the project, or the task.

The initial setup was easy. There are great tutorials and support.

There were three people who handled the deployment. I was one of them. There was a manager who did the workflow and the professional details. I did the operational side of the workflow and another individual did the overall review and is the owner.

The product does not require any maintenance. 

We did not use an integrator or consultant during the initial setup.

We've seen an ROI. The time we spent on organizing is a lot less than what we did before.

Previously, before Monday.com, our firm time was a lot higher. The firm time is when you are doing your organizing, saving documents, and checking your things to do. Now, it's a lot less. I would say 30% to 40% less time spent on organizing than we spent before. All of the time we saved, we carried over to billable time with clients.

We are customers and end-users. Our environment is 100% virtual, with everyone working from home. 

I'd rate the solution nine out of ten.

I'd advise new users to watch the tutorials. If you do not have the basic knowledge of how to use Monday.com, you can get lost very quickly.

When a platform has so many settings and solutions, that means that it's more difficult to set up everything, as it's not quick. When you set up a workflow, you have multiple options to choose from and then, when you choose an option, then you have other multiple options. You can mess it up pretty quickly. 

However, if you are watching the tutorials, and see and think ahead about how you want to set up your board and what you want to see, this platform would be perfect. That said, at first, you need to know what you want to see. A random setting up of boards, statuses, and labels will not be ideal. If you know what you want to see, then you can prepare. 

This initiation of a systematic approach allowed me to seamlessly track progress and engage in efficient communication with the project lead. The structured workflow enhances visibility and fosters a collaborative environment, reinforcing the symbiotic relationship between my role as a designer and the leadership provided by the project lead. This deliberate coordination on monday.com by streamlined processes and heightened productivity ensures that the design projects unfold with precision and creativity.

monday.com has significantly enhanced our organizational efficiency and collaboration. The platform serves as a centralized hub where design briefs are assigned to me every day. This feature streamlines communication with the project lead, enabling real-time updates and fostering a transparent workflow. The visual nature of monday.com ensures that project timelines and task statuses are easily trackable, contributing to improved project management.

The platform's interactive interface has facilitated seamless communication and reduced the likelihood of misunderstandings, creating a more cohesive work environment. Additionally, the ability to attach files and leave comments directly on tasks has streamlined the exchange of information, making collaboration more efficient.

The most valuable features of monday.com for our organization are undoubtedly the dashboards, checklists, calendar functionalities, and file-sharing capabilities. Dashboards serve as a visual command center, offering a comprehensive overview of project progress, deadlines, and key performance indicators. This visual representation enhances decision-making and facilitates a quick understanding of the project landscape.

Checklists play a pivotal role in task management, allowing for a structured approach to project execution. The ability to create, edit, and update checklists within the platform ensures that team members stay organized, tasks are completed in a systematic manner, and project timelines are adhered to.

While monday.com has been an invaluable tool for our organization, there are areas where improvements could enhance user experience. Specifically, expanding pulses could be more user-friendly. Currently, users need to click on a small text line to expand pulses, which can be somewhat cumbersome. A more intuitive approach would be to enable users to click on the entire table cell for pulse expansion. This modification would streamline the process, making it more accessible and reducing the risk of oversight.

Additionally, it would be beneficial to consider incorporating features that enhance the platform's customization capabilities in the next release. Providing users with more options to tailor their boards, dashboards, and views would contribute to a more personalized and adaptable user experience. This could include advanced formatting options, customizable templates, or the ability to incorporate additional data visualization tools.

I have been using monday.com for about four to five years

We previously used Trello, however, have found monday.com to have a greater product offering.

We were using it as a CRM to manage coaches and clients, but we were also using it for personnel, and we were using it for tasks. We had contacts in there. So, we were using it for all of that information.

We are no longer using it. We are transitioning this month to GoHighLevel.

It was the only way to handle all of our information. If we use Google Drive, it just gets out of control after a while. On Monday.com, we were able to identify the most important work that we had to do every day for the people who mattered. We had everybody on Monday.com. Once we understood the perspective of Monday.com, we could then see anything we wanted at a glance, and that was great.

It reduced project delays because it streamlined the handoff of information and transfer of information. It could have saved days or weeks, depending on what it was. The big hurdle was really setting up the automations and making sure that the boards talked to one another well. Once we did that, it was amazing. Work was done so much faster because people were notified immediately of what they needed to do. It made prioritizing what had to get done easy because you can just go through your email or your inbox and take care of something immediately.

It helps in breaking down silos within the organization because people can see in real time how they contribute to a project. So, something has to go someplace else and get signed off on, and then it bounces back, and it gets done. That is literally like someone walking over to somebody's office, "Put a signature on this one, please, and we'll get that done." You get faster responses when people get notifications from Monday.com versus a notification from me or from another person. Everybody gets pulled in at the right time, and you can see everything. If someone misses something, you can see it immediately because something or a process hasn't continued. The notifications or the ability to send notifications to people after-time also helps to organize outreach, sales calls, and things like that.

It provides you with the insights you need to empower decision-making because all the information is readily available, and it notifies you when things come in, when people respond to something, or when people submit the information. It directs the work for you. It's very easy to prioritize what you have to work on. You're able to see what's been assigned to you and what you have to work on, as well as oversee what's been assigned to other people.

The automations absolutely were the most valuable because they helped us create a system within Monday.com for all of our data. We did client intake there, and then we could send the client intake information. As soon as we selected a coach for that person, it would automatically go and notify the coach. It would send them an email and send an email to the client saying, "You've been matched, go here, do this." It was very easy to use, but it took work. It took work to build out the system that we wanted.

The visual presentations of the interface are very good, but you have to know that they're there before you can use them.

For me, it was very hard in terms of the learning curve because I didn't know the language of project management. The last time I built something, I was still using paper. That's the last company I opened, so being able to switch my head from paper to digital, from physical files to digital files, took adjusting. They nowhere talk about that in any of the videos, instructions, etc. All of the software assumes you know how to use it, which is a problem, particularly for older users or for people who are starting something completely new or starting something from scratch.

A mind-mapping function of some sort to help you when you first get in would be very helpful. That's the biggest thing because you don't know what you don't know, so you don't know if you're missing out on features. You don't know if you're missing out on anything. There are just so many things that can be dealt with.

I wish there were more templates because having to start from scratch was hard with a lot of things. It was not as intuitive. I wish there was a board builder function that could take you through creating your board and ask you the automation questions. Something like that, which is hands-on, would be very helpful.

I've been using it for almost two years.

It's a very stable platform. We never had any issues with regard to outages, etc. It's a very stable platform.

It's very easy to scale and add new users.

I have contacted them a few times. They send videos, and that's okay. It's hard never talking to someone. I'd rate their customer service a seven out of ten.

Neutral

We were using Excel, but we were using Excel poorly. We are now transitioning from Monday.com to GoHighLevel. We decided to go to an all-in-one solution so that we could do our funnels, our website, all the Monday stuff, our email campaigns, etc.

One thing that we can't manage in GoHighLevel in quite the same way is the project management tasks. So, we moved that back over to Excel, but because we used Monday.com, we now know how to use Excel better. We are now using Excel only for that one purpose now. We are not using it for anything else. The rest of the things are elsewhere, which is good because we don't need a ton of people. I can see everybody doing what they're doing in GoHighLevel in a way I couldn't see before because things weren't connected to one another. I can go into GoHighLevel, and I can see my website, and I can see my funnels, and I can see all of my data and all of my CRM data. I can see everything all in one spot. One limitation of Monday.com was that you have to connect it to other things. I know that Zapier is available, but that's just adding another connection or another piece of software.

I was involved in its deployment. In the end, it was pretty straightforward, but it was hard to know where to begin.

We did it all in-house. There were three of us who used it the most.

In terms of maintenance, often, you need to update your automation. Sometimes, you have to add new users, new coaches, or new clients. So, there is maintenance involved, and we learn as we go. If we find out that there's more information we need from someone, we need to add it to a form. It has been an evolution over time.

We had absolutely seen an ROI. It was the only place wherein we built the company.

It was fairly reasonable. For everything we were using it for, it was fairly reasonable.

I evaluated Asana and had seen one more solution, but one of my co-founders was using Monday.com herself and liked it. That's why we went with Monday.com. It was a recommendation from her.

If you're looking into implementing Monday.com, I'd advise spending some time going through all of its capabilities and options. You probably need to learn about automations and how they work so that you can use it to the best of your knowledge. A couple of times, I went on YouTube and saw videos on YouTube, which were helpful. I'd recommend watching the videos on YouTube because they're written from an outsider's perspective. Look at the actual features that it has. If there's a list of features anywhere, see and compare that against other companies, but also compare pricing for the long term because, in some places, you have to pay more with fewer users. Monday.com was pretty reasonable, and the jumps were good in terms of adding users and everything like that. So, you never get sticker shock with Monday.com.

I am 54, so the biggest issue with me starting my company was the technological lift. I found that I had a significant learning curve to be able to use Monday.com, but once I learned enough about how to use it, I found it pretty easy to use. It helps the way that it's structured. You have to learn how to think like a project management software, which is a skill you have to acquire so that you can then create automations, relationships, and things like that. If you're a non-technical person, the biggest challenge is going to be figuring out all the different ways it can be used before you can get into it and start using it well.

It can take a while to create a new project, but it's getting faster. When I first started, you had to create the project, but you didn't fully create it until you filled out the board and figured out all the different data points and other things you needed. It used to take much longer. Now that I've been using Monday.com, and I know what the possibilities are, I can create a new project in maybe an hour.

It has the Gantt reporting, but we didn't use it very much. We were able to sort things by their due date in order to show our priorities, and that was very helpful.

Overall, I'd rate Monday.com a nine out of ten.

I recently did work for a manufacturing company in India. They sell electronics to their customers as well as materials to B2B customers. They wanted us to create standard operating dashboards and we used monday.com to do so for every level of senior management. They wanted to manage all their sales and manage all their operations in the same place. I created boards for their manufacturing, sales, production, and project management operations. I also created automation tools based on the conditions and other requirements, as well as third-party integrations.

I know OKR well and I use the OKR framework with monday.com boards as well. They also were interested in knowing about their goals, operations, and marketing expenses. I created a separate OKR board for what they wanted to focus on.

monday.com has helped clarify that company's goals and created transparency: where they stand in sales, the amount of production completed per day, per month, and per quarter. They can see their marketing expenses, their junk leads, and the deals that closed.

The company is running in six regions, including North America, Europe, and Asia, and I created separate boards based on the territories. Information is allocated and automated in the respective boards in their Salesforce. I was also able to create their sales cycle process in one place. When a sale is closed it moves to operations and project management.

They have been able to see their three-month achievements and three-month problems and can work on how to resolve the problems and the strategies they want to implement for the next quarter. They have a clearer understanding of what they are doing and where they are going to focus.

Before monday.com, this company managed using Excel sheets. Once we implemented monday.com, it opened up clarity and transparency from the top level to the bottom level of management. They know what lower-level employees are doing and how they're contributing towards the organization's goals. They know how much of their goals have been achieved in a given quarter.

Decision-making is data-driven. monday.com gives detailed data in a single place, for every lead, sale, operation, and project. Every week it gives them clear data on where they stand: what processes are going on, what the backlogs are, and what needs to be done. With clarity on the boards and the data, it helps them make the right decision at the right time, in discussion with the respective managers or team leaders.

Delays are usually because of a lack of engineers or subject matter experts for a project. This is something that needs to be fixed and monday.com gives clarity on why there is a delay, where a process is not moving, to help them know which areas to improve.

For day-to-day project management operations of my team, as well as the entire organization, we can easily focus on a task-oriented system and the outcomes. And I'm guiding my clients to an outcome-based system using OKR boards so that they're focused on daily priorities based on quarterly goals and objectives.

monday.com is very easy to use and very user-friendly. I can give non-technical people access to their respective boards and that enables them to focus on their objectives and their targeted items or customers. We train them to use it and how to engage with their customers. It helps create a standard operating procedure for non-technical people and gives them clarity.

No other CRM is this user-friendly for non-technical end-users. I have worked with other CRMs, especially Apptivo, but with monday.com, we can access various models and find the necessary data in one place. We don't have to go to separate tabs to find data. It is like Excel, but in a single place I can find the data and details to easily grasp the information.

They need to add more data values and fields, such as currency and functional fields, as well as more trigger functionality for automation and time-based management.

I have been using monday.com for the past one and a half years. 

I haven't faced any issues with its stability so far. I have not imported huge amounts of data into monday.com.

Its scalability is absolutely great. I have brought most of the business users in my clients' organizations into monday.com because of its user-friendly visualizations on the boards and the automation, integrations, and flexibility. It is scalable for multiple users.

I have contacted their tech support once. It was very interesting to chat with them and they shared all the details as well as a detailed user guide with information that helped.

Positive

Over the past six years, I have been working in CRM implementation. I used Apptivo CRM. My passion was to become a CRM expert. I searched for great products in the CRM area for end customers and I found that monday.com has all the functionality, automations, triggers, and integrations. I also wanted a scalable solution for my customers.

My services include deployment and implementation of monday.com for my clients. Integration of the solution is generally straightforward, although sometimes we need developer input as well. We usually need a maximum of two to three people.

It takes a minimum of 30 to 45 days to create a new project, but that is for larger clients. For smaller clients, we can complete the entire project within 10 to 15 days.

Once we complete a project, I give detailed training to my customers and guide them on how to maintain and customize things. In terms of monday.com updates, I subscribe to their newsletter and I get their updates every month. I read about them and, if an update is suitable for our customers, I will acknowledge it by sending them an email, or if they want to know more about an update, I'll get onto a call and clearly explain the functionality and features of the update.

The pricing of monday.com is worth it.

Evaluation of other options depends on the customer's requirements. Some customers want HubSpot CRM. HubSpot has a service model as well as a CMS. I recommend the advantages of the respective CRMs: What are the advantages of using monday.com, HubSpot, and Apptivo CRM? Based on that and their requirements, I propose a solution. I will then give them a demo and they can decide how to move forward, which system will work for them, their use cases, and day-to-day activities.

We are a digital marketing agency and we were using monday.com as a platform to set up our projects and our clients.

The document sharing was very useful and a feature that really helped us to easily create and share documents freely in our team and with our clients. We could create a document in monday.com and share it with a client and they could also access and edit it at the same time. Overall, it was easier to collaborate as a team. Tasks weren't under the radar. The simplicity made it very helpful for us.

We have different clients for whom we do digital marketing. We could track reports and see which tasks had been done and which had not been done. We could also plan the tasks we should focus on ahead of time, the ones that were crucial. We had that in one dashboard and could track progress from onboarding to finalizing the project. That was a day-to-day use of monday.com which was really helpful.

With the platform that we were using before, we couldn't do that. We had to have another tracking system just to clock in on our tasks and record how long the tasks took. With monday.com everything was put together. We didn't have to purchase an additional service, which saved us costs and time.

The most valuable features are the way we could easily add tasks and track the timelines of tasks through a Gantt chart. That made it easier for us to see which crucial tasks were finished. It kept us aware of what tasks we have to do and which tasks were coming up. We could see, when we did onboarding of a client, each and every step that was put in place.

Monday.com was pretty easy and simple to use. Before it, we were using Basecamp and tasks could get forgotten and were not easy to track. monday.com made it easier for us to track our tasks in a timely manner.

The visuals were another of the good aspects. The colors and appearance made it way better than the other user interfaces that we used. The visuals were very helpful. The color combinations were very nice. Other platforms that we used, like Basecamp, didn't have all the visuals that monday.com had. It only had one visual, and you could change colors here and there. But monday.com made it very simple and very attractive.

A part that could be improved is notifications, as we receive quite a lot of them. We struggled to limit the number of emails that we were not part of. Within our team, there were different departments and sometimes we received notifications that were not really for us. They would be about a project that we were all in, but we wouldn't want to receive notifications from that project because we did not work directly on that part. If we could mute emails for projects that we are only following but not necessarily working directly on, that would make a huge difference.

Our company is based in Cape Town, but I work remotely in Pretoria. We also have workers who are overseas. Our content team is in Canada and most of our clients are from Canada and the US, while some are local.

We could easily get a hold of the support team. They were always friendly and very helpful when we were stuck and gave us different options for us to move forward. It was very easy and we could get assistance at any time.

We attended webinars that provided us with different tactics on how to use monday.com. That was very impressive because with other platforms we never had webinars or conferences in which they showed how different projects could be done.

Neutral

We used ClickUp and we used Basecamp before that.

monday.com was very straightforward. Even our clients could easily use it. The reason we moved to monday.com was that our clients were struggling to track things on Basecamp. monday.com was very easy and we found that we could work directly with our clients, collaborate and share documents very easily.

To create new projects using monday.com we had a systematic structure, so it was very easy. It was just a matter of finding what we needed to get ready and which documents were required. For onboarding, it would take us 20 minutes, maximum, to get our onboarding documents and send them to the client directly.

As long as we had added the client on the platform, we could easily communicate with them directly, and all the communication could be tracked as well. The client was able to easily integrate into the system and we didn't have to send emails.

It was easier, with monday.com, to create a new project than it was with our older solutions because we didn't have to send additional emails after we had integrated the client. With our other solutions, in some instances, we had to send emails separately to clients to follow up. But in monday.com, the clients could respond quite quickly because they could easily understand what was expected of them and what to expect from us, in a very simple and straightforward dashboard.

There was definitely a return on investment, even though it was a little bit pricier. The fact that we didn't have to purchase additional platforms to help us meant we saved a bit of money. We didn't have to pay for a time-tracking platform, which Basecamp, for example, didn't have.

The pricing of monday.com was a little bit high for us, especially here in South Africa, compared to Basecamp.

We evaluated ClickUp. We were using Basecamp and then we tried to use ClickUp but we found we preferred using monday.com. With ClickUp, there were things here and there that we were still not getting right, so we ended up using monday.com.

Maintenance is required when we assess challenges to make things easier to use and to integrate additional clients.

If you're looking for a platform where you can have an overall view of the progress of different projects, monday.com is an easy platform to use and you can track everything in one place. Everything is clearly set up for you to understand and see what comes next. It made it easier for us as a team to prepare on time and understand what the coming tasks were. If you want to simplify and track your work, monday.com is definitely the platform to use.