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reviewer1843215 - PeerSpot reviewer
Senior Web Developer at Property Shop Investment LLC
User
Good task management and timeline features with easy task monitoring capabilities
Pros and Cons
  • "The date, timeline, and task management features are great."
  • "The Graphic User Interface (GUI) needs improvement."

What is our primary use case?

We are using Monday.com to manage our projects and tasks. It gives us more ways to handle and see the overview of the projects/tasks. It helps us to track each task assigned to my colleagues. 

We also can depend on Monday.com because we have all our needs on it. Before we used to have to send files via email or USB. Now we have Monday.com and we can all share our data and information via the app. 

We are also using Monday.com to reach our deadlines and accomplish everything on time without any delay.

How has it helped my organization?

We improved a lot. We are now organized in all of our tasks and schedules. It helps us to be more professional in our work. Every task will be monitored well. Our bosses can now see all our tasks without asking us personally. By use of Monday.com, we can track the tasks and projects we are assigned and we are able to accomplish every single task on time. 

We really enjoy using Monday.com now. It helps us as a company to really get organized and manage all our workloads by using only one single app.

What is most valuable?

The date, timeline, and task management features are great. They are really useful to track every project we made and we are able to work on time without any delay. 

We are using the date to put the deadline date of each task we are assigned to. 

We use timeline to keep us on track of how many hours or days we need to accomplish tasks or a project. 

Task management helps us to easily manage our time and tasks and keep us up to date on all the tasks they assigned to us. Also, the sub-item functions also help us to dissect each task that we have. 

What needs improvement?

The Graphic User Interface (GUI) needs improvement. Sometimes it is hard to manage the GUI of the Monday.com. We are getting confused about the menus, and other functionalities as well. 

For the 3rd party apps, it would be perfect if we will have a connection for some 3rd party apps like Facebook Ads or Google Ads. Something to help us manage these apps on Monday.com will be perfectly awesome. Also, they need to add a function where we can save a template of a group. We are always duplicating a group and we don't want to include any updates and comments.

Buyer's Guide
monday.com
January 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.

For how long have I used the solution?

I've been using this software for two years.

What do I think about the stability of the solution?

The stability is very impressive and our files are secured 100%.

What do I think about the scalability of the solution?

The solution is the perfect fit for our work related needs. 

How are customer service and support?

We haven't talked to the customer service and support. You just need to learn and get used to using this tool and you will be fine.

How would you rate customer service and support?

Positive

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

This is the first solution we used. 

How was the initial setup?

The setup is complex but not too complex. 

What about the implementation team?

We implemented the solution in-house.

What was our ROI?

We've seen ROI in self gained and self-improvement KPIs. It helps us to work efficiently and well.

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

I'd advise users it's better to use the standard package first to check it out if it's for first-time use. You can always upgrade to an enterprise package, which will give you more services.

Which other solutions did I evaluate?

We also looked at Zoho solutions.

What other advice do I have?

This is the best task/CRM solution we ever had. It's the best tool for any startup company to get used to it. It is 100000% not a waste of money.

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
reviewer1904535 - PeerSpot reviewer
Parenting Coach at Parent Coach Atlanta
User
Great alerts, very colorful, and helps track client progress
Pros and Cons
  • "I love being able to set up alerts."
  • "It would be helpful if I could integrate Google Docs with Monday somehow."

What is our primary use case?

I am a solo-preneur. I coach moms with spirited children so they can yell less and have more fun with their families. I offer my clients several ways to work with me and so I needed a simple way to manage my many clients and the various packages they have with me. I also have several different kinds of clients and Monday.com allows me to differentiate my clients all on the same page. Monday.com also allows me to set up reminders so I can always serve my clients in a timely manner as well as keep them on track for success. 

How has it helped my organization?

First, it's attractive and colorful. I really love the way it looks as it keeps me feeling positive. Monday allows me to track client progress and projects with my VA. My VA can log in and see where a client is in the process of their package with just a glance so my VA and I are always on the same page. I can also communicate with my assistant through Monday.com so there's much less back and forth on email and text. Monday.com keeps our communication so simple. I've tried other programs in the past, however, they were too much or not flexible enough. Monday is perfect for my small biz.

What is most valuable?

I love being able to set up alerts. My assistant and I no longer "forget" to send a testimonial request. It also allows me to allow clients to pause their coaching package due to vacation, for example, and it reminds me to resume scheduling my clients. My VA and I are always on the same page and use Monday.com every Monday (not kidding) when we have our weekly meetings. We literally go through the client boards and get caught up on where each client is in their progress through their packages. We frequently post updates. 

What needs improvement?

It would be helpful if I could integrate Google Docs with Monday somehow. I keep spreadsheets in Google Docs to track my income and keep track of my sales goals. I have not figured out yet how to do that on Monday.com 

I also would love to be able to export Monday boards to Google docs somehow. I plan on expanding my business to teach other parenting coaches to run a successful business and I know I'll recommend Monday. Perhaps I should take some online Monday.com classes so I can learn more about the features I am not using?

For how long have I used the solution?

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

What do I think about the stability of the solution?

It is very stable.

What do I think about the scalability of the solution?

I'm confident I will grow to use more of Monday.com's features.

How are customer service and support?

I don't think I've used technical support.

How would you rate customer service and support?

Neutral

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

I've tried Slack and it was too much. I tried Asana a long time ago, but again, it was too much. Monday.com is perfect for me as I get to use it for my small business.

How was the initial setup?

The setup is simple. I just started using the boards available and ended up making my own

What about the implementation team?

I did not implement it through a vendor.

What was our ROI?

The time I spend on Monday saves me time as I'm not shuffling papers. I don't have a direct ROI link to income.

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

Don't be afraid to invest in the yearly cost of a CRM.

Which other solutions did I evaluate?

I looked at AirTable and Trello (which is very popular with coaches).

Which deployment model are you using for this solution?

On-premises

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

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
monday.com
January 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
Assistant Manager- Fund Raising at Rustomjee
User
Efficient, great for task tracking, and helps with organization
Pros and Cons
  • "The way everyone can work together is fantastic."
  • "If you want to drag a task or rearrange them, it's quite tricky, especially on the app."

What is our primary use case?

The primary use of this product is to keep a track of all the tasks assigned, update the progress of the tasks assigned, and get reminders in case of meeting all deadlines. 

It's great for keeping track of various works and timelines. At times, we tend to forget things. It's handy in that it can be updated from anywhere, unlike a physical diary which cannot be carried everywhere.

It is a better way to keep a track of all the work that has been done by you throughout the year so that while evaluating your performance at the time of your appraisal you can claim the same if your manager feels otherwise.

How has it helped my organization?

Monday.com has greatly improved the efficiency of all the resources working together collaboratively. The way everyone can work together is fantastic. 

How you can assign tasks to your fellow members and keep a track of them is helpful. Also, how easily anyone can assign you a task is great. Once assigned, you quickly get an email. 

We literally update all our tasks every Monday and our Manager can have an overview of the progress simultaneously. It has basically improved the efficiency of the organization with the optimum utilization of its resources.

What is most valuable?

The app is loaded with features. The most valuable feature is getting a reminder email of the deadlines assigned to you on the emails and how the color of the task is coded, like green for the task done, red for pending, and yellow for stuck. Likewise, one can get a pictorial depiction of all the tasks to be carried out and what is the current status of the same. When you will filter out the task assigned owner to your name, you will get a list of all the tasks assigned to you by different departments, so it's easy to keep a track of it.

What needs improvement?

If you want to drag a task or rearrange them, it's quite tricky, especially on the app. They need some improvements to allow for the making of real-time changes in the task updates while working on the small screen of a cell phone.

Anyone can make changes to your task, like adding or deleting any sub-items assigned to you. An additional feature that should be included should be a track of all the changes/deletions made by any third person to your task. If anyone wants to do mischief, we could track them down.

For how long have I used the solution?

I have been using this solution for almost six months.

What do I think about the stability of the solution?

Stability is pretty good; there are no bugs

How are customer service and support?

We did not really need any technical support.

How would you rate customer service and support?

Positive

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

We did not use any different solutions.

How was the initial setup?

The solution already existed when I joined the company. I did not help with the setup.

What about the implementation team?

We handled the solution's setup in-house.

What was our ROI?

Returns are intangible, so the exact values for ROI are not assigned.

Which other solutions did I evaluate?

We evaluated Slack.

What other advice do I have?

If there could be a feature to chat with all the members online, that would be ideal.

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
reviewer1853889 - PeerSpot reviewer
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
reviewer1850898 - PeerSpot reviewer
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
reviewer1850745 - PeerSpot reviewer
Senior Account Manager at Y Associates
User
Reasonably priced with helpful integrations and great automation
Pros and Cons
  • "The customization ability of Monday is unmatched."
  • "We need the product to keep adding automation - specifically more subitem automation."

What is our primary use case?

We primarily use Monday.com as a CRM for our digital marketing agency. Utilizing automation and integrations is key to our success. With Monday.com we take in orders and break them out into their individual campaigns and disperse creativity and instructions to our entire team within minutes. 

We are also able to keep track of things like campaign timelines and any updates to campaigns and of course we are able to follow our budgets in order to make sure we are spending the correct amount of money for our clients. 

How has it helped my organization?

The customization ability of Monday is unmatched. The service is so user-friendly to make what your company needs a reality is as easy as 1.2.3. 

With the ability to stay organized with Monday.com we have been able to grow our company from four members to ten in the past year and are continually adding more and more clients by the day. With the time we save using Monday.com we are able to triple our efforts for our clients making it that much more likely for us to gain and keep business. 

What is most valuable?

Integrations and automation make it easy for us to get notified and key on top of our heavy workflow. With integrations and automation, we can notify a whole team when campaigns need changes or sales reps when we need client information. 

We are also able to make the workflow work for us so we can track all parts of the campaign's lifecycle from infancy to completion. 

Monday's integrations and automation make it so the company can work efficiently and on time to maximize our returns and gain new customers.

What needs improvement?

We need the product to keep adding automation - specifically more subitem automation. Subitems have been becoming a valuable commodity for us in helping keep track of all the different parts of our digital campaigns. However, there are only a few options when it comes to subitem automation and integrations. 

I would like to see more ability for subitems and main items to work together. It can be a little frustrating to have to work with the main items so much when the proper details are in the subitems. 

For how long have I used the solution?

I've been using the solution for four years.

How are customer service and support?

Technical support has been super helpful.

How would you rate customer service and support?

Positive

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

We had no previous solution.

How was the initial setup?

The initial setup was complex, however, it was mostly due to learning the system and having exact needs that weren't (but now are) available.

What about the implementation team?

Our in-house team set it up.

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

The set-up is a little tedious, however, it is worth it. There's tons of material and helpful information out there so make sure to read through it all first. The pricing is very fair, especially for smaller companies like ours. 

Which other solutions did I evaluate?

We looked into Zoho and TigerLRM.

Which deployment model are you using for this solution?

Hybrid 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
reviewer1849491 - PeerSpot reviewer
Project Engineer - Building Mechanical Services at CBD Facility Management
User
Customizable with great pulse updates and helpful automation
Pros and Cons
  • "The reminder function and tagging function work really well."
  • "The solution shouldn't let the system directly pull out Outlook (the Windows default mail system) whenever we click on an email address."

What is our primary use case?

The product is a platform for all employees to share their: 

  1. email updates (pulse update from Gmail) 
  2. personal updates (write down findings) 
  3. files and information of a case in each site we manage. 

They can also automize some routine admin tasks.

Emails to our contractors are stored in an individual's Gmail account, by updating to Monday, we know what is going on in each case from the different correspondence of different employees.

We use email integration to send out auto emails to chase up a report/document/response which we receive on a regular basis. 

How has it helped my organization?

We no longer have to type things down in a shared excel spreadsheet where the formats and presentation are not so likeable.

It also helped us better keep track of cases/items. 

The reminder function and tagging function work really well. Things won't be left unattended. 

The email integration and the new file section in the item is a day-to-day feature we use. 

Every employee can write down the contractors contract details, the phone numbers and email address are no longer just stored on a person's phone.  

What is most valuable?

People not added to our Monday account can also use pulse updates now. We used to manually forward other people's responses to the item.

Files can let us view all the files in one item. Sometimes files are not uploaded to infobox, so files on Monday are a good way to find it. 

Groups in a board is also valuable. I have closed cases and in-progress cases. Whenver a case is closed, the automation moves it to the close section so that I don't have to worry about it anymore. 

The customized automation feature that was recently added is a huge game-changer. We can tailor what we need in each board now. 

What needs improvement?

They should maybe add a filter feature in files in the item filter: .jpg, .pdf, .doc. (different files). It may be helpful to combine or flag duplicate file names. 

The solution shouldn't let the system directly pull out Outlook (the Windows default mail system) whenever we click on an email address. Both in the column and in the update context. We're not sure if this is a Monday issue or a Window setting issue. 

Custom Automations should have more customized options. For example, when a date changes. Not all the features in the automation are brought into the Custom Automation, however, I'm not able to name all of them. 

For how long have I used the solution?

I've been using the solution since April 2020. 

What do I think about the stability of the solution?

Stability is pretty good. An outage is rare.

What do I think about the scalability of the solution?

Scalability is good and you can always change plans. 

If your company expands and need more to register more people to the system, it's easy to change user plans from the website.

The scalability of Email Integration features is also fascinating, we once sent a batch email to 70 contractors, and it was sent within a second. 

How are customer service and support?

Technical support responds very quickly. 

Sometimes I asked a question they couldn't solve and don't have a solution yet. They really take the time and effort to understand what the real problem is and are really honest about the lack of some features. However, they will bring back suggestions to the dev team.

How would you rate customer service and support?

Positive

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

We were only using a shared Google Drive Sheet for everyone. 

How was the initial setup?

Moving from the Excel sheet to Monday took us about two weeks of manual transfering

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

We tell others it's about $2200 for a ten-person plan and it can be adjusted; it's easy to scale. 

Which other solutions did I evaluate?

We did compare Asana and Monday.com.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1850772 - PeerSpot reviewer
Senior Communications Specialist at Jones Healthcare Group
User
Great automatic notifications, helpful color coding and excellent communication capabilities
Pros and Cons
  • "The solution has helped us keep track of our work, by helping us keep organized in an environment that is friendly and easy to navigate."
  • "Perhaps a direct interface integration with social media channels would be ideal."

What is our primary use case?

My team and I use Monday.com for project management, task tracking, and internal communication. Also to keep version control and go back to the latest version or a final approved version of a particular project. 

In our company we support many business units with different needs and goals, we use Monday.com to plan our strategic communications and marketing efforts such as daily tasks, product launch progress, ongoing long-term projects, or media covering tracking.

The environment is a user-friendly interface that is easy to use and learn, yet it is very powerful and available in a browser as well as in an app.

How has it helped my organization?

The solution has helped us keep track of our work, by helping us keep organized in an environment that is friendly and easy to navigate. The automatic notifications on tasks help for visibility at a high level and the reminders on tasks and timelines help staff keep on top of their work.

Previous to using Monday.com at another company I was using other solutions Team Gantt and even Excel documents for project management. Those solutions are not powerful enough and definitely wouldn't fit the current needs at my job right now.

What is most valuable?

The most valuable aspects of the solution include:

1. Automatic notifications
This helps us keep track of everything. In the case of leaders of a project, they can see when a change was made within a task or when a task is done. In the case of staff, they get notifications once they're assigned to a task and keep getting reminders so they don't lose sight of the task.

2. Color coding and labels
Color coding and labels help us keep the interface lively and friendly with the benefit of assigning colors to different things such as the status of a task or in our case, different business units within the company.

3. The ability to add new members and keep communication flowing.
This is crucial for us to be able to share what's happening with different members of the organization outside of our department.

What needs improvement?

Perhaps a direct interface integration with social media channels would be ideal. We use Monday to schedule our social media posts. However, once everything is approved on Monday.com, we copy and paste it to another platform and then published it on a specific social media platform. Ideally, we could just publish straight from Monday.com.

Currently, we use Falcon to schedule and publish on our social media channels, however, the whole planning and approval process takes place on Monday.com.

A social integration directly from Monday.com will take away one step and the cost of another platform.

For how long have I used the solution?

I have been using Monday.com for just over a year now.

What do I think about the stability of the solution?

It is rare that we have any issues with the app or the platform itself. It has been down every once in a while but it was not alarming, I'd say the solution is very stable.

What do I think about the scalability of the solution?

Stability is great. In a previous role, only a handful of people used Monday.com in a separate department, in this new company a larger group uses it so it can be scalable to fit the needs of any business size.

How are customer service and support?

I haven't had to use customer support yet. I haven't heard anything bad about it from my colleagues.

How would you rate customer service and support?

Positive

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

I was using TeamGantt. I left that company and we use Monday here.

How was the initial setup?

the setup was straightforward and was set up by my IT department with just a quick sign-in.

What about the implementation team?

Implementation took place before my time.

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

I'd advise users to do the research and not always go for what's the cheapest option. Users need to look at what's the right solution for their needs.

Which other solutions did I evaluate?

I was not part of the choosing team.

What other advice do I have?

I am impressed with the interface and the look and feel without compromising performance.

Which deployment model are you using for this solution?

Hybrid Cloud
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: January 2025
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.