What is our primary use case?
The product is a platform for all employees to share their:
- email updates (pulse update from Gmail)
- personal updates (write down findings)
- 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?
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.