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reviewer1843236 - PeerSpot reviewer
Client Experience Director at SMB Team
User
Great integrations and automation with helpful project tracking capabilities
Pros and Cons
  • "Integrations with Slack and integrations as a whole are wonderful."
  • "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."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

Buyer's Guide
monday.com
November 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.

For how long have I used the solution?

I've used the solution for over a year.

What do I think about the stability of the solution?

The stability is great.

What do I think about the scalability of the solution?

The scalability is great.

How are customer service and support?

Technical support is great.

How would you rate customer service and support?

Positive

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

We did not work with a different solution.

How was the initial setup?

The initial setup was good.

What about the implementation team?

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

What was our ROI?

We've seen a 3X ROI.

Which other solutions did I evaluate?

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

What other advice do I have?

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.

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?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Styliana Araouzou - PeerSpot reviewer
Senior Operations Analyst at Etoro
Real User
Easy to set up and offers a good project overview but needs templates
Pros and Cons
  • "The initial setup is easy."
  • "The solution really needs to offer templates."

What is our primary use case?

It's a basic system for me to keep tracking what is happening in my project at a high level. If I don't know and want to go in deep and check exactly what is happening, I use Monday as an overall picture for my monthly projects, let's say.

What is most valuable?

It's great for providing a general overview of projects in one snapshot. 

The initial setup is easy.

It's quite a stable product.

What needs improvement?

Monday has a lot of space, let's say, for improvement. Especially when you create a new board. The board is like a new project; it's called "board". When you create a new board, you add everything manually. It doesn't come with a template by default. If you want to change the status of your task, you should change it manually. Even changing the date is manual. If you have an update on the project, or if the project closed or went away, all the dates are added manually. This is time-consuming if you are comparing it with Jira. In Jira, when you open a task, the date is read automatically, which is easier. On Monday I need to add it manually.

The solution really needs to offer templates. That would be very helpful. 

I'd like to be able to add different panels under the same project. For example, at the moment I can create groups, which is fine, however, all of them include the same columns. I cannot have them in group one, five columns, and in group two, three columns due to the fact that it's under the same project, under the same board.

For how long have I used the solution?

I've used Monday only for the last couple of months. It's been four or five months now.

What do I think about the stability of the solution?

The product has been stable. There are no bugs or glitches. It doesn't crash or freeze. It's reliable. 

What do I think about the scalability of the solution?

We have about 15 people on our team using the solution. 

How are customer service and support?

I've never had the need to contact Monday's technical support team and therefore cannot comment on how they are to deal with. 

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

I also work with Jira.

How was the initial setup?

I found the initial setup to be simple and straightforward. It's easy. It's not complex. 

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

My understanding is that it is open-source. There is a standard installation fee, however, in regards to users, it's free.

What other advice do I have?

I'm not sure of which version of the solution I'm using. 

I'd advise a new user to try to create a few projects as an example before you create a real one. It's a little bit complicated and I'm not aware if there's a manual to read or find out how to properly do the setup of a project. If a new user tries to create a few examples before they start, it will help them get comfortable with Monday.

I would rate the solution six out of ten. I'm always comparing. Monday and Jira are both for project management solutions. Comparing it with Jira, Monday doesn't have as many features or abilities. It's a very basic program. You cannot create Casper flows or create automated approval or check the availability of your team based on your resources. It gives you an overall picture, the high-level picture, of your tasks and that is basically it.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
monday.com
November 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.
User
Great workspaces and boards with useful file upload capability
Pros and Cons
  • "Monday has been really beneficial in allowing us to place all of our records in one place."
  • "Constant updates mean the service is down sometimes, which isn't ideal."

What is our primary use case?

We use Monday as a CRM. We use the boards to organize client details, details of all our projects, and sensitive information such as telephone numbers and addresses. 

We also use the boards to update and provide site reports to other members of the team. In addition to this, Monday has been useful for the team to note down their daily tasks so that everyone is aware of what the team is doing, updating people's calendars, and keeping up to date with completed projects that we have done, so if clients have any questions after the install we can keep this up to date. 

How has it helped my organization?

Monday has been really beneficial in allowing us to place all of our records in one place. We were previously using Google Drive files, which took up quite a bit of time to continually update and edit. 

Monday has saved us time and allowed us to easily take on more projects as the admin side is so much easier. The easy-to-edit interface means we can quickly add or change things in our meetings, assign team members to certain tasks, and quickly look up a particular client's details whenever we need to access them. 

What is most valuable?

The most valuable features for us would be workspaces, boards, and file upload capability. 

The workspaces are clearly laid out and allow us to fill in details of clients and tasks organized into categories. For us, this includes projects we're currently working on, projects we have worked on, and projects we're planning to work on in the future. 

The boards on Monday have meant we've been able to easily assign tasks for ourselves and others, and file upload means we can see all relevant documents in one place. 

What needs improvement?

Constant updates mean the service is down sometimes, which isn't ideal. 

There are many features we haven't explored yet so sometimes we find the database slightly clunky. However, this could be because we haven't explored the range of apps available. 

Since our team didn't use Monday until more recently, it can mean they're not used to knowing all of its advantages and apps. This means we can double up on information being inputted into Monday. Again, I would put this down to user error over the effectiveness of Monday. 

For how long have I used the solution?

We've been using Monday for approximately 18 months.

What do I think about the stability of the solution?

The stability is good most of the time

What do I think about the scalability of the solution?

In terms of capability for scale, I would say it is very good, however, the price point would be off-putting for a smaller business. For example, the cost of our membership is £140 per month because we have 6 seats. It may be a good option to have different prices for 6, 7 or 8 team members, rather than jump from 5-10 which for small businesses is quite a significant number. 

How are customer service and support?

Customer service is fairly good, although, due to the time difference in the UK, it can be difficult to get instant support. You also never speak to the same person twice. 

How would you rate customer service and support?

Neutral

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

Our previous CRM was simply Google Drive files. We switched due to the fact that we wanted a simpler system in one place. 

How was the initial setup?

The initial setup was straightforward

What about the implementation team?

We handled the setup in-house.

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

I would advise considering the cost and whether it is worthwhile for how much you're going to use it. 

Which other solutions did I evaluate?

We evaluated the choice of using a CRM, however, Monday was the first that we tried. 

Which deployment model are you using for this solution?

Private Cloud

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
reviewer1852128 - PeerSpot reviewer
Graphic Designer at Celebrity Ink™ Tattoo Studios
User
Great board system with good automation and helpful organization features
Pros and Cons
  • "The automation process is one of the best."
  • "Now, we are using a cloud option and then we send the link on Monday to the other team members. It was too slow and with some bugs sometimes."

What is our primary use case?

Before all of our tasks were sent by email and each employee took care of their own tasks and deadlines. This process was confusing as we had a huge amount of emails between the team. 

After the Monday.com implementation, we had an increase in productivity. All the employees reduced their time micromanaging all the tasks they were doing and had a platform already set up with automation to make the job easier and also the workflow between team members. 

Also, the organization of projects and being able to create boards for each project and have the team involved in this project and able to track down the process of everyone is a positive outcome. 

How has it helped my organization?

All of our tasks and projects are on Monday.com.  

This was the best solution we found in the market. We did a long search and did a lot of tests to choose Monday.com as our best option.  

The board system changes how we organize and execute our projects. After using Monday we saw gaps to improve on how we were executing the projects. We have team members in different countries having all in Monday is a perfect intersection point for all team members to collaborate with the project they are involved with. 

What is most valuable?

The automation process is one of the best. We can organize the workflow through different employees, and after they finishes with the task and updating the thread this goes automatically to a different team member making the project flowing more smoothly. 

The new pages feature also was a big one that all the team is using now. Having all of this features on computer, phone, or tablet makes to keep track even if you are out of the office because any reason. It made the team more put together and involved in the projects. 

What needs improvement?

I loved the new feature of the page document inside Monday.com. The only one that we don't use as much is uploading the files to be accessed on Monday. 

Now, we are using a cloud option and then we send the link on Monday to the other team members. It was too slow and with some bugs sometimes. We had to download a simple image to see it instead be able to check directly on Monday (the bug was that the image didn't appear when enlarged). Having a different section just with the functionality as a cloud service so you can organize and see the files better would be great. 

For how long have I used the solution?

I've used the solution for two years.

What do I think about the stability of the solution?

Stability is amazing. We had only two or three days where it wasn't working just for a few hours. Two of those days were updates on their end. And other was an issue, they provided a link to follow up what happened and where the problems where located on the platform 

What do I think about the scalability of the solution?

I know they can improve a lot and hopefully will continue creating more tools like any other cloud solution. 

How are customer service and support?

So far we didn't have to use technical support too much, however, it was ok. 

How would you rate customer service and support?

Neutral

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

We used Trello. We changed it as it was too simple. 

How was the initial setup?

The setup was straightforward.

What about the implementation team?

The implementation was with a vendor partly, which was pretty good, however, we practically did it ourselves.

What was our ROI?

Quality/time executing the project has been a positive ROI for us. 

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

Knowing your needs is the main thing. That way you can select the best option. Don't go cheap if will give more trouble for your team/project.

Which other solutions did I evaluate?

We also looked at Asana, Smartsheet, and Hubspot.

Which deployment model are you using for this solution?

Public Cloud

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
reviewer1850730 - PeerSpot reviewer
Events Coordinator at American Farm Bureau Federation
User
Helps with logistics and offers great boards and sub-boards
Pros and Cons
  • "The boards and the sub-boards are great."
  • "There have recently been a lot of lagging and loading delays with saving."

What is our primary use case?

We use the solution for project management for upcoming large-scale events. We work with multiple departments on our events and to keep everyone on the same page using Monday.com.

It has been an efficient source for our team. We communicate with our graphics team the most through Monday with deadlines and approvals and edits. 

How has it helped my organization?

Monday.com keeps our entire team in check with deadlines and projects. We plan for multiple events at once so organization is key. This platform allows everyone on the team to be added to a board and also allows them to make their own board. 

What is most valuable?

The boards and the sub-boards are great. It helps our team divide up the important topics of each event logistics. A great feature is also being able to add viewers without the cost of a user, this allows other departments to view boards we create and share deadlines with people outside of our team or company. 

What needs improvement?

There have recently been a lot of lagging and loading delays with saving. This comes and goes, however, I have found it difficult to use when boards are unable to save when going back to update. 

Additional features that would be cool would be adding different formats for multiple workspaces on one board. Right now, each workspace has to have the same type of board set up and you're unable to have multiple types in one board. This becomes inconvenient sometimes because you like to keep everything under one topic type but with different layouts.

For how long have I used the solution?

We've used the solution for two years.

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

We previously used Excel and email.

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

There are additional user fees.

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
reviewer1668078 - PeerSpot reviewer
Director of Collaborative Delivery at a engineering company with 51-200 employees
Real User
Feature-rich, adapts well to different product environments, scales well, and is stable
Pros and Cons
  • "monday.com is easy to set up."
  • "They could offer more packages. There seems to be a gap in price between package offers. One has as much as a $30 difference."

What is our primary use case?

We work in construction for an architectural firm. We do the design, and construction in an agile management system.

What is most valuable?

monday.com is easy to set up.

It is more user-friendly than others and it adapts well to different project delivery environments.

It really offers us all the tools that we need to cover the design and construction bases.

For how long have I used the solution?

I have been working with monday.com for a month, but I also worked with it two years ago, for six or seven months for a specific project.

What do I think about the stability of the solution?

monday.com appears to be stable. To date, we have not had any issues.

What do I think about the scalability of the solution?

monday.com is a scalable product.

How are customer service and technical support?

I have not contacted technical support. I have reached out to the marketing team and researched on Youtube. I am really impressed.

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

I have worked with Asana, and have tested it on pretrials.

I have been working with Asana for three weeks. It was a bit more difficult for me to set up.

When I was trying to set it up, it was a bit more complicated, the screens were not as nice as the screens on Monday, and they are not as adaptable on monday.com. I put it aside.

In terms of pricing, Asana was the most expensive product of all.

Their free trial version doesn't give you many options, it does give you options, but not enough. There are just enough to get you interested. Once you decide on the options that you need, the price goes up quickly.

How was the initial setup?

The initial setup was very easy.

I viewed some tutorials on YouTube and the tutorials were very easy to find and well done.

I am recommending it to my owners because it was really easy to setup.

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

In terms of pricing, it is not the cheapest.

They could offer more packages. There seems to be a gap in price between package offers. One has as much as a $30 difference.

Fees are paid monthly per user.

What other advice do I have?

I would 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.
PeerSpot user
reviewer1856853 - PeerSpot reviewer
Content Writer at Invalley
User
Very straightforward with a clean interface and helpful automation
Pros and Cons
  • "I love the ability to communicate within the app itself by leaving comments."
  • "For others who have more varied assignments, some of which require collaboration with other team members, they might find Monday insufficient."

What is our primary use case?

We primarily use the solution for receiving task assignments. As one of my team's content writers, we deal with plenty of assignments each month, and monitoring our own tasks is made easier with Monday.com. Monday simplifies the flow of tasks, starting from the content assignment, completion, and submission reviews, to publications. 

Through Monday, it's easier to monitor where we are in each assignment. We could monitor the overall progress in one quick glance and see where the delay is happening. We could easily identify what stage someone is stuck in and address issues promptly.

How has it helped my organization?

Assigning tasks is automated, making the jobs of our project managers easier. 

The interface of the platform is clean and simple. As a content writer, I can see all the important details, particularly the deadlines, at a glance. This is a very important feature for someone who struggles with organization. 

Everything about Monday.com is straightforward. I have used other task management apps over the years and so far this is my favorite. 

We've been using it since its Dapulse days, and we never switched, which reflects our contentment.

What is most valuable?

My absolute favorite is the ability to filter assignments. Since there are other writers in the team, filtering by person lets me see easily which ones are mine, and I could also sort them out based on urgency. 

It's quite easy to accidentally click on someone else's assignment and work on it, but with this feature, that accident can be avoided. In other apps, the focus is personal boards with lots of subtasks within, which I find unappealing. 

I also love the ability to communicate within the app itself by leaving comments. 

What needs improvement?

Honestly, it's perfect so far. It has the simplistic, spreadsheet vibe which I love. I can't think of anything major that I want to be changed or at least I find Monday more than enough for our team's needs. 

For others who have more varied assignments, some of which require collaboration with other team members, they might find Monday insufficient. 

They're also a bit lacking in the reporting department, which isn't a big deal for us, however, it might be for other users who have more rigorous protocols when it comes to tracking. 

I also wish that subscription costs are a bit cheaper.

For how long have I used the solution?

I've used the solution for about three to four years.

What do I think about the stability of the solution?

I see they're coming up with new improvements all the time which is a good sign stability-wise.

What do I think about the scalability of the solution?

They should try to drive the cost down to onboard more users.

How are customer service and support?

We haven't tried to reach out to technical support.

How would you rate customer service and support?

Neutral

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

No. We started using Monday since it was Dapulse and never tried anything else.

How was the initial setup?

It's pretty straightforward and doesn't require a real tech genius to set it up.

What about the implementation team?

We used the solution in-house.

What was our ROI?

ROI has increased since using Monday.

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

I recommend Monday to small and medium companies.

Which other solutions did I evaluate?

Not here in my current team. In my previous organizations, I have tried Asana and Trello.

Which deployment model are you using for this solution?

Private 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
reviewer1852134 - PeerSpot reviewer
Education Coordinator at Turnip Green Creative Reuse
User
Great integrations, customization capabilities, and excellent collaboration features
Pros and Cons
  • "I love being able to "check off" a task by changing its status to "done." It also disappears off the list when you complete it."
  • "Monday.com has tons of features and capabilities. However, you’ll need to upgrade your plan to actually benefit the most from these tools."

What is our primary use case?

Our education team at our non-profit uses this site to assign each other tasks, to stay organized, and to sort out different categories of things to focus on. 

In addition to its support for a wide range of use cases, the site is loaded with functionality. 

It comes with collaboration features, timeline views, calendar views, time tracking features, and dozens of integrations. 

My boss usually will tag me in task items after our weekly meetings so that we can keep track of them together. When I have completed a task, I enjoy changing the tab from "working on it" to "done". It is so satisfying! 

How has it helped my organization?

It has drastically helped me to get organized in the office and for personal to-do lists as well. 

Our whole nonprofit uses it to tag each other for meetings and tasks to work on and focus on. Whether you want a big-picture view or want to see daily tasks at-a-glance, you can easily switch views and drill down or zoom out as far as you need. 

The satisfaction that I receive from completing tasks pushes me to want to complete the whole list. 

With the right integrations, you don’t have to bounce back and forth between platforms, you can build workflow automation to eliminate repetitive administrative tasks, and keep everyone in the loop on autopilot. 

Monday’s project management software syncs up with just about anything you’d need it to, including Slack, Dropbox, Zoom, and Google Calendar.

What is most valuable?

I love being able to "check off" a task by changing its status to "done." It also disappears off the list when you complete it. 

Monday.com is one of the few project management tools on the market with built-in time tracking capabilities. Most project management tools only offer time tracking as an add-on. When the time tracking and project management tools play well together, you get a deeper look at how long tasks take, the entire timeline of your projects—down to the minute, and identify your most time-consuming tasks. You can turn the tracker on or off with a click or enter time manually. You can even track time from anywhere using the mobile app and a few taps. 

Thanks to Monday.com’s automation, you can eliminate repetitive tasks, like notifying your team or moving a card from one column to the next. It's great!

What needs improvement?

I don't have any feedback for improvement - I love the site. The idea behind a project management platform is that it makes your lives easier rather than adding yet another tool your team doesn’t know how to use. 

In less than an hour, you and your team will know all you need to know—without relying on professional training. There’s an extensive knowledge base with hundreds of video tutorials to help you get started, troubleshoot problems, and get your crew up to speed. When we were introduced, we loved the concept and didn't even need training for it. 

Monday.com has tons of features and capabilities. However, you’ll need to upgrade your plan to actually benefit the most from these tools. For example, Gantt charts and timeline views aren’t available with the entry-level plan. To access time tracking and private boards, you’ll need to upgrade to a higher level.

For how long have I used the solution?

I have been using Monday for about a year now. It was introduced to my team at work.

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

I used a regular planner and my smartphone before. I now have Monday on my phone as an app and it's great.

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

If you want all of the features, be willing to pay more, however, the basic levels are great.

Which other solutions did I evaluate?

I was not in a position to choose, however, I am glad we went with Monday.

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: November 2024
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.