What is our primary use case?
We were using it as a CRM to manage coaches and clients, but we were also using it for personnel, and we were using it for tasks. We had contacts in there. So, we were using it for all of that information.
We are no longer using it. We are transitioning this month to GoHighLevel.
How has it helped my organization?
It was the only way to handle all of our information. If we use Google Drive, it just gets out of control after a while. On Monday.com, we were able to identify the most important work that we had to do every day for the people who mattered. We had everybody on Monday.com. Once we understood the perspective of Monday.com, we could then see anything we wanted at a glance, and that was great.
It reduced project delays because it streamlined the handoff of information and transfer of information. It could have saved days or weeks, depending on what it was. The big hurdle was really setting up the automations and making sure that the boards talked to one another well. Once we did that, it was amazing. Work was done so much faster because people were notified immediately of what they needed to do. It made prioritizing what had to get done easy because you can just go through your email or your inbox and take care of something immediately.
It helps in breaking down silos within the organization because people can see in real time how they contribute to a project. So, something has to go someplace else and get signed off on, and then it bounces back, and it gets done. That is literally like someone walking over to somebody's office, "Put a signature on this one, please, and we'll get that done." You get faster responses when people get notifications from Monday.com versus a notification from me or from another person. Everybody gets pulled in at the right time, and you can see everything. If someone misses something, you can see it immediately because something or a process hasn't continued. The notifications or the ability to send notifications to people after-time also helps to organize outreach, sales calls, and things like that.
It provides you with the insights you need to empower decision-making because all the information is readily available, and it notifies you when things come in, when people respond to something, or when people submit the information. It directs the work for you. It's very easy to prioritize what you have to work on. You're able to see what's been assigned to you and what you have to work on, as well as oversee what's been assigned to other people.
What is most valuable?
The automations absolutely were the most valuable because they helped us create a system within Monday.com for all of our data. We did client intake there, and then we could send the client intake information. As soon as we selected a coach for that person, it would automatically go and notify the coach. It would send them an email and send an email to the client saying, "You've been matched, go here, do this." It was very easy to use, but it took work. It took work to build out the system that we wanted.
The visual presentations of the interface are very good, but you have to know that they're there before you can use them.
What needs improvement?
For me, it was very hard in terms of the learning curve because I didn't know the language of project management. The last time I built something, I was still using paper. That's the last company I opened, so being able to switch my head from paper to digital, from physical files to digital files, took adjusting. They nowhere talk about that in any of the videos, instructions, etc. All of the software assumes you know how to use it, which is a problem, particularly for older users or for people who are starting something completely new or starting something from scratch.
A mind-mapping function of some sort to help you when you first get in would be very helpful. That's the biggest thing because you don't know what you don't know, so you don't know if you're missing out on features. You don't know if you're missing out on anything. There are just so many things that can be dealt with.
I wish there were more templates because having to start from scratch was hard with a lot of things. It was not as intuitive. I wish there was a board builder function that could take you through creating your board and ask you the automation questions. Something like that, which is hands-on, would be very helpful.
For how long have I used the solution?
I've been using it for almost two years.
What do I think about the stability of the solution?
It's a very stable platform. We never had any issues with regard to outages, etc. It's a very stable platform.
What do I think about the scalability of the solution?
It's very easy to scale and add new users.
How are customer service and support?
I have contacted them a few times. They send videos, and that's okay. It's hard never talking to someone. I'd rate their customer service a seven out of ten.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We were using Excel, but we were using Excel poorly. We are now transitioning from Monday.com to GoHighLevel. We decided to go to an all-in-one solution so that we could do our funnels, our website, all the Monday stuff, our email campaigns, etc.
One thing that we can't manage in GoHighLevel in quite the same way is the project management tasks. So, we moved that back over to Excel, but because we used Monday.com, we now know how to use Excel better. We are now using Excel only for that one purpose now. We are not using it for anything else. The rest of the things are elsewhere, which is good because we don't need a ton of people. I can see everybody doing what they're doing in GoHighLevel in a way I couldn't see before because things weren't connected to one another. I can go into GoHighLevel, and I can see my website, and I can see my funnels, and I can see all of my data and all of my CRM data. I can see everything all in one spot. One limitation of Monday.com was that you have to connect it to other things. I know that Zapier is available, but that's just adding another connection or another piece of software.
How was the initial setup?
I was involved in its deployment. In the end, it was pretty straightforward, but it was hard to know where to begin.
What about the implementation team?
We did it all in-house. There were three of us who used it the most.
In terms of maintenance, often, you need to update your automation. Sometimes, you have to add new users, new coaches, or new clients. So, there is maintenance involved, and we learn as we go. If we find out that there's more information we need from someone, we need to add it to a form. It has been an evolution over time.
What was our ROI?
We had absolutely seen an ROI. It was the only place wherein we built the company.
What's my experience with pricing, setup cost, and licensing?
It was fairly reasonable. For everything we were using it for, it was fairly reasonable.
Which other solutions did I evaluate?
I evaluated Asana and had seen one more solution, but one of my co-founders was using Monday.com herself and liked it. That's why we went with Monday.com. It was a recommendation from her.
What other advice do I have?
If you're looking into implementing Monday.com, I'd advise spending some time going through all of its capabilities and options. You probably need to learn about automations and how they work so that you can use it to the best of your knowledge. A couple of times, I went on YouTube and saw videos on YouTube, which were helpful. I'd recommend watching the videos on YouTube because they're written from an outsider's perspective. Look at the actual features that it has. If there's a list of features anywhere, see and compare that against other companies, but also compare pricing for the long term because, in some places, you have to pay more with fewer users. Monday.com was pretty reasonable, and the jumps were good in terms of adding users and everything like that. So, you never get sticker shock with Monday.com.
I am 54, so the biggest issue with me starting my company was the technological lift. I found that I had a significant learning curve to be able to use Monday.com, but once I learned enough about how to use it, I found it pretty easy to use. It helps the way that it's structured. You have to learn how to think like a project management software, which is a skill you have to acquire so that you can then create automations, relationships, and things like that. If you're a non-technical person, the biggest challenge is going to be figuring out all the different ways it can be used before you can get into it and start using it well.
It can take a while to create a new project, but it's getting faster. When I first started, you had to create the project, but you didn't fully create it until you filled out the board and figured out all the different data points and other things you needed. It used to take much longer. Now that I've been using Monday.com, and I know what the possibilities are, I can create a new project in maybe an hour.
It has the Gantt reporting, but we didn't use it very much. We were able to sort things by their due date in order to show our priorities, and that was very helpful.
Overall, I'd rate Monday.com a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.