monday.com Reviews

We are a mid-sized video production company of 15 employees and we are slowly growing. The growth is not only in the number of employees. It's also in the number of clients as well. 

As our workload increases, we constantly look for ways to improve ourselves/workflow to keep us more organized. 

We settled on Monday to help us keep track of the number of in-progress video productions we have. We also use the features to help us understand where at that we are in a project, what needs to be done and what will be done. It's an amazing tool. 

It has improved our organizational skills and kept us up to the task. We have many clients and our day-to-day entails us to be precise in making which tasks need to be done and who is assigned to them. 

We've used other solutions in the past, one being Asana, and Monday has been the better asset. Our team has enjoyed using it and I feel like it's eliminated any overlap and confusion that we might experience on projects, especially the larger scale ones. I believe that it also improves our outlook for new projects we can take on. 

The tabs (color coding) featured is great for distinguishing different areas of our workflow. Say that we have a music file that needs to be licensed - we use the color red (tab) to signify that the music hasn't been licensed. Once we license, we change the tab to brown. It's a small feature, however, the color-coding is something that makes completed tasks almost immediately indefinable. 

Having multiple workspaces is also helpful for different facets of the company so our different teams don't overlap. 

The tab closing feature is a bit vague at times. A better way to move and close/open tabs would be great. Sometimes, being the drop-down button is not as fast or intuitive as I would like but that may be screen dependent. 

I think adding a media feature would be great. Implementing instant access to projects for video teams might be helpful for media companies. How this would work, I don't know, but adding a visual component to indicate incomplete tasks would add an extra dimension to the user experience.

I've been using the solution for two years.

It's amazingly stable; there are no glitches.

It has the potential to scale if it keeps adding features. 

We have had no questions for that team yet and we have been using it for more than a year.

Positive

We used Asana. It was too convoluted.

it was simple. We learned it ourselves with no support.

We handled the initial setup in-house.

Return defiantly outweighs our investment.

It was a pleasant experience. 

My company looked at Asana and considered doing everything old school. They liked the integration with Slack notifications. 

We use the solution as a CRM, track project progress, and keep client notes all in one place. We also use My Work to keep track of everyone's day-to-day at the company and ensure that all deadlines are met. This was a big step for us to implement.

We also use dashboards to track our most important numbers, which are revenue and sales. We also use personal to-do lists and communicate internally as a team. Half of our team is virtual, so Monday.com has been our source of communication as a whole for the entire company, which is awesome.

The product has been amazing. 

Now we can see our client data and sort by column with the data that is most important to us as a business. We can run reports with real data that allow us to take decision on a higher level. We can now also track per person their book of business, how much revenue they are managing as a whole, and, based on column data, we can run reports. 

As a company we operate on quarterly goals, so we have a board that is just to track these goals and their progress. We can run reports and it has been really great.

Integrations with Slack and integrations as a whole are wonderful. We want to use Monday.com as our source of truth. We also use automation and think it's great. When we were looking for a project management software during our sales process, Monday.com really stood out because of these features. 

We want to be efficient and this software has allowed us to do that. The insights tabs are also amazing. Again, we can run reports on those and make higher-level decisions and see data per person on specific metrics.

The solution offers more integration features with Hubspot and more options to connect within boards. We love using My Work, however, there are also limited capabilities within boards. My Work cannot be connected to specific line items in boards or subtasks, and therefore it is currently causing a gap in communication with our team. 

An area that can be explored, similar to Salesforce, is a task board for each client. I'm not sure that this will be ideal for everyone. However, in our case, we use Monday.com as both our CRM and project management software.

I've used the solution for over a year.

The stability is great.

The scalability is great.

Technical support is great.

Positive

We did not work with a different solution.

The initial setup was good.

We handled the solution's set up in-house.

We've seen a 3X ROI.

We did look at Salesforce and Hubspot (we have Hubspot right now - just as another source).

We have more capabilities to send email templates within each task. We have workflows and we would love to have white-labeling services since we have client-facing boards and they are confused as to what is monday.com. That is just not user-friendly for our clients.

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.

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.

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. 

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.

I've been using this software for two years.

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

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

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.

Positive

This is the first solution we used. 

The setup is complex but not too complex. 

We implemented the solution in-house.

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

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.

We also looked at Zoho solutions.

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.

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. 

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.

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. 

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?

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

It is very stable.

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

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

Neutral

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.

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

I did not implement it through a vendor.

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.

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

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

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. 

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. 

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.

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. 

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.

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.

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.

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. 

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

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. 

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. 

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.

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. 

I've been using the solution for four years.

Technical support has been super helpful.

Positive

We had no previous solution.

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.

Our in-house team set it up.

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. 

We looked into Zoho and TigerLRM.

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. 

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.  

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. 

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. 

I've been using the solution since April 2020. 

Stability is pretty good. An outage is rare.

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. 

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.

Positive

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

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

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

We did compare Asana and Monday.com.