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Arun Isravel - PeerSpot reviewer
OKR Consultant at self-employed
Real User
Helps clients see their achievements, resolve problems, and plan strategies
Pros and Cons
  • "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... No other CRM is this user-friendly for non-technical end-users."
  • "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."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Positive

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

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.

How was the initial setup?

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.

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

The pricing of monday.com is worth it.

Which other solutions did I evaluate?

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.

Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
PeerSpot user
SEO - PPC Consultant at Unibit Solutions
Consultant
Made it easier to collaborate as a team and with our clients
Pros and Cons
  • "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."
  • "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... If we could mute emails for projects that we are only following but not necessarily working directly on, that would make a huge difference."

What is our primary use case?

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

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Neutral

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

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.

How was the initial setup?

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.

What was our ROI?

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.

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

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

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
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.
Timea Barrack - PeerSpot reviewer
Business Development Manager at Imre Borsanyi CPA
Real User
Great features, helpful filtering capabilities, and great tutorials
Pros and Cons
  • "The filters are extremely useful."
  • "The product could have more templates."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I've been using the solution since 2020.

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Positive

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

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.

How was the initial setup?

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. 

What about the implementation team?

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

What was our ROI?

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.

What other advice do I have?

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. 

Which deployment model are you using for this solution?

Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Terrie Whisenant - PeerSpot reviewer
CEO at Workflow Solutions
Real User
Top 5
Flexible, easy to use, adds transparency to project tracking
Pros and Cons
  • "I like the update feature. It's almost like you can replace email with it. You can communicate on a particular item within monday.com, and then you can see the history of who commented, when they commented, what they said, and the reply to what they said. It's much easier to follow up on a particular item than have a thousand emails going back and forth. In a big project, you can usually have a ton of emails. If you use monday.com as a communication tool, you can almost eliminate email and have better tracking on what was done, when it was done, and what was said about the items. That's probably my favorite feature."
  • "It does have some native report widgets, but there are limitations on those. They're still building that capability out in my opinion. The reporting in monday.com is probably the weakest link, but there are third-party apps that you can add in that do some great reporting for you. You can also tie monday.com into a data warehouse and use something like Tableau, Power BI, or any reporting tool that can report out of a data warehouse to get the more in-depth reports that you need. Monday.com will get there, but it doesn't seem to be one of their top priorities."

What is our primary use case?

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. 

How has it helped my organization?

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

What is most valuable?

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.

What needs improvement?

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

For how long have I used the solution?

I have been using the solution for over five years.

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Neutral

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

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.

How was the initial setup?

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

What about the implementation team?

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.

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

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.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Reseller
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Co-founder at Toolstrek
Real User
I like the solution's automation capabilities, and the reporting is also excellent
Pros and Cons
  • "I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports have helped us to control our sales funnel."
  • "The data linkage could be improved. For example, sometimes you cannot automate item creation when you link different items to each other. You cannot connect the data deeply from field to field. It's somewhat complicated to link a contact to some account fields and automate the contact's behavior based on the value of those fields. The data is sometimes not structured enough for deep processing."

What is our primary use case?

monday.com is our CRM and task management system. We also use Jira, which was formerly our core solution. The company syncs monday.com, Workforce, and Jira because everything in monday.com's CRM can be transferred to Jira. We have an on-prem Jira data center and use monday.com as a cover layer for our sales team and some of our biz devs.

We have several branches in Baku and Latvia. A small part of the business is in Moscow serving customers we have committed to supporting until the year's end. We have a multi-language team. Our primary language is Russian, but we also speak English, Serbian, Mian, and several languages. It helps us to cover all the processes at a company-wide scale. We currently have 50 employees using monday.com.

How has it helped my organization?

monday.com helped our company get organized. For example, we have a special sales funnel. Every business process is the same as before, but some features and sub-processes cannot be handled with a different tool. monday.com is flexible and compatible with how our processes work. We could finally automate our process, which wasn't easy with other CRMs. The other CRMs are more rigid. monday.com provides better insight into how long and difficult our process steps are. 

The collaborative features are nice. monday.com lets us add extra users to our account, which is helpful when sharing data with customers and outside contractors. We can grant them limited access to our boards so that they can add or download data. It's free to add these additional users.

The platform helps managers make some decisions. However, not all decisions are based on process information. monday.com is helpful for middle managers, but executives also require some financial information that monday.com does not provide. Sometimes it's not secure to connect your system to your financial base. The top management bases its decisions on information from various sources.

While we don't use monday.com for project management, many of my customers have used it to control their budgets and project timelines. It also helped make their teams' capacities more understandable and transparent. 

What is most valuable?

I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports helped us to control our sales funnel. 

Our non-technical staff members find monday.com highly accessible. The interface is nice and it's much more modern than others.

What needs improvement?

They have a private report, but it's a bit weak, and you cannot get everything you need from it. They could add some more dimensions to split the data into different slices. At the same time, I understand that monday.com isn't a BI tool, but it would be helpful as a senior manager to have sliceable data. 

The data linkage could also be improved. For example, sometimes you cannot automate item creation when you link different items to each other. You cannot connect the data deeply from field to field. It's somewhat complicated to link a contact to some account fields and automate the contact's behavior based on the value of those fields. The data is sometimes not structured enough for deep processing.

To do automated decision-making, monday.com's main feature, it isn't enough to link one item to another. Depending on the field or number, you need to make the system act a certain way. The logic is plain and not configurable enough. However, we aren't only automating end-to-end processes. If you have WorkOS, which is positioned as a top level of every system in your company, you will need to automate end-to-end processes. 

Depending on the process criteria, it isn't easy to get end-to-end reporting. At the top level, you aren't interested in who is assigned to a task. You want a helicopter view of your company, its goals, and how those objectives are achieved. Sometimes, monday.com doesn't provide the whole picture because automation, when the boards are connected, isn't easy.

In large enterprises, you must split your data into different boards to ensure your internal processes work as they should, and you will need to link those data sets to each other. You need to connect tasks from marketing, design, sales, production, etc. This linkage is not configurable and not reflected in the reporting. 

They could also have more extensive tutorial articles to reduce the learning curve. For example, you sometimes can't find enough information in the knowledge base or the forums to help you when learning to create integrations. You have to figure it out alone or ask someone from monday.com or another integrator to explain how to do this. It was a little tricky for us at the deep tech level. However, I think the documentation is good enough for the average end-user. 

For how long have I used the solution?

I've used monday.com for a little over three years.

What do I think about the stability of the solution?

We've used monday.com for a long time, and the system has become unstable several times, but the issue was quickly fixed each time. 

What do I think about the scalability of the solution?

monday.com is scalable, but large enterprises need to plan before scaling up. When scaling, you need to consider the design of the data, how it is stored, and the way processes are designed. The risk of mistakes increases as you add users and boards. 

If you add a flawed process to the system from the beginning, the mistakes in the design will be replicated on a larger scale. You will succeed if you are thoughtful in your piloting and testing at the start.

We may expand our user base, but we are unsure. We are SOC 1-compliant, so there are limitations on where data can be stored. For non-production processes, we will probably switch several teams to monday.com because it's well-integrated with other tools. Our accounting and legal teams will also likely move to monday.com.

How are customer service and support?

I rate monday.com support a six out of ten. Explaining your issue to them can be frustrating because they make you go through these silly troubleshooting steps first. They ask you to check if your laptop is turned on and connected to a power source. 

How would you rate customer service and support?

Neutral

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

We used to work in Russia and used local solutions like amoCRM, Wrike, and 1C. We had another solution, but it wasn't good enough. We gave up on trying to find anything until we discovered monday.com. monday.com stood out because of its features, and it had the flexibility to fit our process.

How was the initial setup?

Setting up monday.com is straightforward. We started by automating the critical areas, such as customer collaboration, billing management, and paperwork. For example, we want to see which invoices have been paid, so we don't lose some money on the way. This sometimes happens in our country. The initial setup and configuration took around a week, and we finished implementing the CRM in a month. The deployment involved three people, including me. I was the architect who built the data structure, and two contractors implemented it. 

Platform maintenance is done via requests to the monday.com team. You can reach out if something isn't working as it should or if you need new processes, integrations, or features. Every user can submit a request, so you don't need an administrator to answer your questions. You will just write a separate one, and that's it.

It took us three weeks to create our first project, but it was a highly complicated one. The CRM took three or four weeks. After deploying the project, it only took some fine-tuning. You sometimes need to correct a mistake or address some unexpected behavior.

Once we completed the first project, It was much easier to scale because the templates were ready. They have templates, and you can copy the board. You can clone your settings and leave the board empty with only the settings fixed. It's a handy feature because several branches use identical business processes. We cloned our entire workspace and group of boards. It only took one day to repeat the process at another brand.

What was our ROI?

We see an ROI in time and resources. We spend a lot less time on tasks and have been able to assign additional tasks to our teams because monday.com freed up their time. Our capacity has increased dramatically since adopting the solution, so we generate more profit. 

monday.com reduced manual work by around 40 percent because we previously spent a lot of time manually creating offers and collecting documents for tenders. Now, everything is automated, so our offers are generated automatically. We fill in the details about prices, the number of licenses, etc., and it produces the document. Before, sales managers needed to spend several hours creating an offer, but they can do it now in five minutes.

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

The enterprise plan looks expensive because we don't understand the value as monday.com users. The pro level and other packages seem reasonable. 

What other advice do I have?

I rate monday.com an eight out of ten. monday.com is highly flexible, and you can shape your business processes using templates. However, if you have many users involved in your processes, you must think about the design first to avoid mistakes.

It has some limitations in data linkages, but I can't think of any other tools I would rate higher than seven. monday.com is still my favorite.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
Troy-Hewitt - PeerSpot reviewer
Deputy Executive Director at Brand New Congress
Real User
Great alerts, helpful for cross-team collaboration, and helpful support
Pros and Cons
  • "Having all our stuff in one place, within one tool is extremely helpful."
  • "This isn't a platform where you scrimp on the training and send one person to bring back knowledge. Monday is different things to different people, and context matters."

What is our primary use case?

Monday helps our decentralized team connect digitally. 

Its flexibility allows information that was once only prepared and shared in one way to be presented in a way that is appealing and even more useful for other disciplines, without fundamentally changing the way a person needs to work. 

It also allows us to show aspects of our project to our volunteers in a way that doesn't break the bank. The guests feature is important for an organization like ours, that spends a lot of time connecting and communicating with people from coast to coast.

How has it helped my organization?

Our teams know about candidate launch deadlines, and it takes the burden of an organizing staffer being required to also make sure every department head has been alerted to an event, even if it's as granular as a task handoff. 

All our info, all in one place, is infinitely expandable with a myriad of integrations that work like a charm. We were able to remove bulky, siloed CRMs and tools that perhaps only one person from one team would use, and consolidate everything into Monday. 

Cross-team collaboration shifted from challenging to "just the way we do things" overnight. 

What is most valuable?

External facing development boards, countdowns, email alert systems for deadlines, and progress summaries have been great. Having all our stuff in one place, within one tool is extremely helpful. 

Being able to pull entire departments into their own ecosystem, while managing the user access from one dashboard is incredibly valuable. 

One of the best features I can speak to is getting alerts based on status and progress, task by task. Monday has really changed the notion of update meetings for our team- we can view updates at a glance, and get as granular as we need, or take a wide-angle view of the entire organization's progress. 

What needs improvement?

It's always great to get more training support for new folks. We highly recommended it so that you are able to get the most out of the platform. 

This isn't a platform where you scrimp on the training and send one person to bring back knowledge. Monday is different things to different people, and context matters. Everyone should be immersed in its workings if you want to truly revolutionize your organization. 

The feature set is so robust, that my suggestions are really quite narrow in scope - as basic as expanding the color palette to folders in a workspace. 

For how long have I used the solution?

My organization has been using Monday for three years. 

What do I think about the stability of the solution?

I've found Monday to be a very stable platform. Over the course of my using Monday, I cannot recall a time that the service was down or inaccessible to me. 

What do I think about the scalability of the solution?

It scales up and down, depending on your contract. 

How are customer service and support?

Nothing to complain about in terms of technical support. They are responsive, engaging, and always checking in. 

How would you rate customer service and support?

Positive

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

We used several different solutions and Monday took care of many of our other 3rd-party tools - everything from our CRM to our helpdesk to our research. Those 3rd party tools we had to keep were easily integrated into Monday. 

How was the initial setup?

The solution offers a fantastic team setup and support options. It's a la carte and scales up to a more robust integration. 

What about the implementation team?

I run two different instances of Monday, one in-house, one through the vendor team. I am partial to the in-house. 

What was our ROI?

We haven't done the exact math on this, however, in morale alone, the return is a net positive. 

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

I'd advise new users to get the training you need for all the staff who will need discrete spaces carved out on Monday.

Don't get me wrong, Monday is easy to pick up and use for folks who don't need to do deeper stuff, however, your organization will need to consider how best to integrate the tool into your business. 

If there are choices, only integrate the parts of your business that you want to relieve from being crushed under the weight of your organization's ad-minutia. 

Which other solutions did I evaluate?

Monday was the first alternative to our current toolset that we looked at. 

What other advice do I have?

Monday is a whole-team solution. Make sure everyone gets a crack at seeing how they could use it- and let them play around a bit with the new ideas presented via the toolset. It's fun. 

Which deployment model are you using for this solution?

Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1850769 - PeerSpot reviewer
Senior Specialist, SEO and Content Marketing at Adtalem Global Education
Real User
Useful automation, helps with organization, and centralizes everything
Pros and Cons
  • "It has kept us very organized."
  • "It would be beneficial to have the ability to toggle between the traditional Monday.com pulse view and a monthly calendar view."

What is our primary use case?

I use Monday.com to manage four different content editorial calendars. There are several different approval processes for each calendar, and Monday helps us submit content as updates, and have them reviewed, approved, and ready to publish all in one platform. 

Once the content is published, it remains on the Monday board so we can see which items were completed in the past and whether they need to be updated again. 

In the past, I’ve also used Monday to manage a social media calendar. It was the easiest way to keep track of social media posts, even with ownership of many different platforms. 

How has it helped my organization?

It has kept us very organized. 

In the past, we used email to send content items back and forth for review. In this shuffle, items would get lost in inboxes. Sometimes, Word documents would be shuffled so colleagues may be editing older versions. 

With our Monday calendars, content stays on one platform, so version control is stronger. 

We use automation, so it’s also helped us stay on deadline by including reminders as the dates approach. 

At a glance, Monday tells us whether we’re producing enough content. 

What is most valuable?

Automations have proven most valuable. Most notably, when I mark a pulse as “complete” it automatically tags a colleague. This means I no longer have to manually send emails to colleagues to push items along the approval process. 

It also saves us room for error - if a colleague forgets to send an item to the next person, it no longer costs us time because the next person is already tagged. As mentioned above, these automations also help us to stay on time. 

With the timeline feature, if a content update is nearing or past its due date, the date will turn red and I know to prioritize it. 

It's very simple to use and very useful.

What needs improvement?

It would be beneficial to have the ability to toggle between the traditional Monday.com pulse view and a monthly calendar view. Sometimes I’d like to see a more high-level overview of what our content looks like for the entire month or quarter. 

For social media management, it would be incredibly useful if Monday could connect to social media platforms so that we could schedule and publish social media content directly from our calendar. For planning purposes, this would also tell us right away whether posts had too many characters or whether photo or video files are small enough for each social platform. 

For how long have I used the solution?

I've been using the product for over two years.

What do I think about the stability of the solution?

The solution is fairly stable. There are sometimes outages, however, they’re transparent about those. 

What do I think about the scalability of the solution?

I'm not sure if the product can scale.  

How are customer service and support?

So far, technical support is very transparent during outages. 

How would you rate customer service and support?

Positive

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

We used Trello before. We switched when my organization decided to use Monday. 

How was the initial setup?

I wasn’t involved in the setup. 

What about the implementation team?

We used a vendor team, however, I'm not sure about expertise. 

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

I wasn’t involved in the licensing process. I don’t know much about pricing.  

Which other solutions did I evaluate?

I wasn’t involved in the decision making process. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Information Technology Manager at Big Chief Tire
User
Easy to set up, improves communication, and keeps users organized
Pros and Cons
  • "Monday.com is a very organized and easy-to-use tool."
  • "There should be on-screen PC/Mac notifications when the website/service is not open on the screen."

What is our primary use case?

Our business uses Monday.com to communicate assignments to each of our departments. Our management then receives the notice of the new assignments, can communicate with other staff in an organized location related to the said assignment, and can do all of this for multiple assignments at once. 

Monday.com is a very organized and easy-to-use tool. 

We also use this tool as a way to track the status of online sales. We only have about half a dozen of online sales active at any time (we are 99% storefront retail, with very rare cases of online sales) and Monday.com allows the storefronts to keep track of the online sale status all in one convenient place that one of our users keeps updated as the status of the sale changes.

How has it helped my organization?

Our business has produced a new level of communication and understanding of work needing to be completed that we did not have prior to using Monday.com. Prior to using Monday.com, we were primarily using texts and phone calls to communicate, but by not using an all-inclusive form of communication, a lot of vital information was lost in the weeds and Monday.com has resolved all of these issues. Monday.com allows us to keep all communication local to the problem in question, while not losing the information needed to succeed.

What is most valuable?

The communication/update section on each assignment is excellent. The ability to ask and answer questions and update each other on the progress of an assignment, while staying in the confines of that specific assignment, while also not disturbing other assignments or adding confusion is a priceless asset. 

As I included in my previous answer, we were primarily using texts and phone calls to communicate, but by not using an all-inclusive form of communication, a lot of vital information was lost in the weeds and Monday.com has resolved all of
these issues. 

Monday.com allows us to keep all communication local to the problem in question, while not losing the information needed to succeed.

What needs improvement?

There should be on-screen PC/Mac notifications when the website/service is not open on the screen. If they made it similar to a social media notification, that would be a bonus. From what I've been able to find, this is not a current feature with Monday.com. 

Another area of improvement would probably be a form of inclusion from outside sources of communication. I would love to be able to read a Monday.com notification on an Apple Watch, use voice-to-text to respond to the said notification, and then have that response get added to the Monday.com assignment in question.

Again, these may already be implemented in some form or fashion, however, I have yet to find them.

For how long have I used the solution?

Our business has been using Monday.com for almost two years now.

What do I think about the stability of the solution?

Our company's instance of Monday.com is cloud-hosted and we have no impression of the service halting in the future. We plan to use this service as our sole project management solution.

What do I think about the scalability of the solution?

Our company's instance of Monday.com is fairly small compared to other instances that I have seen. Our company only has around 25 employees that use Monday.com on a day-to-day basis. We keep everything within a couple of pages, and I've seen corporations that have dozens of pages open within their instance with each page essentially being used as an individual storefront. I have definitely seen cases of use where we could grow our company's instance into much more in-depth management, however, we have yet to see a need to.

How are customer service and support?

We have had minimal communication with customer service and/or support, only due to the fact that we haven't needed support in any way so far. Everything has run smoothly.

How would you rate customer service and support?

Positive

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

We have tried multiple solutions in the past (Asana, Whatsapp), however, have found that Monday.com has been the easiest product to integrate completely into our day-to-day with our staff. 

We have a staff of upper-level management that doesn't always want to conform to new technological inclusions into our business, especially on a day-to-day level, and we have had little to no push back on our integration with Monday.com. 

All levels of management use it on a day-to-day basis and company-wide, we have had great success in communication and a higher rate of completion by the deadline on projects and assignments created within the Monday.com platform.

How was the initial setup?

The initial setup is completely straightforward. Our VP had no issues setting up the service for our company.

What about the implementation team?

The solution was implemented in-house.

What was our ROI?

Our ROI with Monday.com is primarily based on job accuracy and completion by goal dates issued by upper management. While we don't directly quantify a financial ROI for Monday.com within our business, we do acknowledge the growth in information retainment, higher job accuracy within our lower-level staff, and higher completion by goal dates company-wide since implementing Monday.com into our business.

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

I'd advise new users to prepare to budget around Monday.com being a needed product that is never considered a dropable product. It has become a massive asset to our day-to-day production, and we plan to run full speed with Monday.com as our primary project management tool. 

It was extremely simple and easy to set up for our vice president who was then able to individually invite the required staff into our company's instance of Monday.com, and within an hour he had created the infrastructure that we have operated for the last two years.

Which other solutions did I evaluate?

As I said previously, we have tried multiple solutions in the past (Asana, Whatsapp). I have found that Monday.com has been the easiest product to integrate completely into our day-to-day with our staff.

What other advice do I have?

Monday.com is a fantastic project management tool that our company would recommend to any company working in any field with a deadline.

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.