monday.com Reviews

Our primary use for Monday.com is to help us with our project management and sales pipeline. 

We use it to keep the various departments connected so that we know what work is coming in, being worked on, and being closed out. 

We also use it to help us track the work the Marketing team is doing, both in terms of branding, document creation, and marketing campaigns. 

We also use it in some instances to share documents with one another. 

We are a small company and monday.com makes us feel very efficient.

Monday.com has improved our organization in that it enables us to stay on track and aligned on the current state of the business. 

It gives us a clear view of what work we expect to come in through our sales pipeline. 

It also enables us to assign clear roles and responsibilities for both incoming and ongoing work, from project managers to account managers and marketing to content development and delivery. 

I am not sure how we would be able to function without using Monday.com on an every day basis.

The features that I have found most valuable include the dashboards, forms, and item and task tracking. 

I appreciate the dashboards as they give me a high-level, 30,000-foot view of the current business and work that I have going on. It helps me understand the big picture so that I do not get stuck in the weeds. 

I find the forms easy to use, easy to brand, and easy to collect data from internal and external stakeholders. 

I love the item and task tracking capabilities because it keeps me on track. 

I would like to see more flexibility with sub-items as well as more customization of branding for dashboards and exported documents. I would like to be able to do the same kinds of actions that you can do with regular items (i.e., move them, batch them, etc.) with the sub-items. 

I would also love to be able to customize the look and aesthetics of the dashboards and exported documents so that I can share them directly with both internal and external stakeholders while giving them a branded experience. 

I've used the solution for three years.

Monday.com is highly stable.

Monday.com is highly scalable.

Customer service and support have been fantastic.

Positive

We did not use a different solution previously.

It was straightforward and easy to learn how to use and set up. Monday.com has great support and tutorial videos. 

We did the setup in-house.

It's all very easy and affordable - it is worth it

I was not the one to do the research.

We use the product for tracking clients, client sales progress, legal matters, tasks, and subtasks, and also as a repository for certain key deal documents or links to those documents.  

It's very useful to store all the key background files (existing docs, term sheet, structure chart, list of parties, and their contact information) in a group that is easily accessible every time the matter-specific board is open.

I've also used it as a common dashboard shared with clients so they can monitor progress without having to call or email me.

Monday.com is our centralized location for managing all projects, to-dos, and tasks, as well as for managing a cooperative team.  

It helps our attorneys keep an eye on all relevant parts of a project, from both a high level and in-depth details on specific pieces.  

It is far superior to digging through lengthy email chains that are not associated with a particular piece of a transaction other than through its content.

It has helped us reduce our email usage. And as a centralized system, it helps reduce time wasted on searching or reinventing the wheel.

The flexibility to create any sort of format has been very valuable. That the platform can be adapted for each specific use. The communications piece with other users is also critical, as it allows for task-specific communication that gets stored in a history associated with the appropriate item.

The search function, to identify all tasks that are assigned to a specific person, is critical for staying on top of issues.

The integrations are a useful aspect that will continue to be key for Monday.com to become an increasingly integrated and permanent part of the work tool ecosystem.

My issue is with learning about and taking advantage of, existing features.  Perhaps they need a system that suggests features and offers quick tutorials. I primarily use the basic functions of Monday.com - groups, tasks, lists, due dates, searching, and file uploading.

If there was a way for Monday.com to take over, or interface with, my inbox, such that my email messages became associated with a particular task, group, or board, that would be incredibly useful.  

I also would be interested in a mode designed for parties in opposition (e.g., opposing counsel) to work from the same board while staying synced to some degree with items from other boards.

I've used the solution for two years.

I've never had a problem with stability.

When the number of matters and clients goes way up, a "flat folder" system of listing all boards/folders seems unwieldy and not useful. That said, Monday.com has not had an issue on the technical side with too much content.

They offer excellent customer service and support. The team is responsive to feature requests as well.

We did not use a different solution previously.

It's very simple to set up. That said, thinking about and developing a template took a lot of time and thought.

It's my understanding that we used a vendor team.  

This was set up at my firm before I joined, so my involvement was minimal.  However, make sure you have priced enough licenses for all your users, including assistants, paralegals, techs, etc.

We did not look into other options.

I use Monday for multiple things daily including organizing my sales, organizing events at jobs, etc. 

I work at a furniture company and we have everything on Monday. Basically, to put a production order from customers, we assign boards where we put all the details of that order. Then in the factory, with that same board and with all the information that we provide, they create the product. And then we can see how they are progressing through the production stages. For sales, we can see how much was sold per month, and by the same means, boards are organized to see which customers were sold to. It is a more organized system.

Monday is a platform that we use every day. I can say that it has helped improve the performance of my team. The most important thing is to maintain order, especially if you are in the sales area. We want to keep track of how much was sold per month and to whom it was sold. This helps track that. 

Also, this helps each sales representative to keep their own control and know how much commissions they are going to get for the month. Since we account for everything on Monday, this keeps the team motivated. The sales reps can see how much commissions they have earned for the month and that drives them to want to keep selling more. That's why I feel this platform is a powerful tool. We also have boards where we measure KPIs.

The best thing about Monday.com's dashboards is that they are customizable. People have their own preferences when it comes to visualization. Some like Gantt charts or timeline-based tracking dashboards. 

Also, the design of the platform is nice and clean, it's pretty to look at doesn't look busy, and makes you want to work on it. It is an easy-to-use, user-friendly, and has a customizable interface. 

Also, there are many templates to choose from when you are creating your first board. People can inform each other about what they are working on and where they are in the project. In addition, communication, collaboration, and analysis features allow users to stay on top of their projects.

The program has enough. Maybe they could improve a bit more on how to connect with other apps - especially for CRMs like Hubspot. Monday already has a little bit of everything, however, if it could connect with other platforms it would be even more powerful. The automation that Monday includes are good, however, they should add more. Maybe they need to include spaces where everyone can keep their day-to-day journal. This would be especially useful for project managers. 

In general, Monday is already a super complete app that has everything and they can make integrations with other applications that would be ideal.

I've used the solution for about a year and a half.

I am very impressed with the stability. Monday is a platform that I will be using for a long time to come.

I have been very satisfied with the scalability using this platform.

Technical support is great! They answered all of my questuons. 

Positive

Monday is the first app solution I've used.

We've seen an ROI of around 60%.

Paying Monday, in the end, is for the benefit of a company. It is worth it, especially for medium-sized companies that want to start organizing themselves.

We only looked at one other option, Asana.

Monday is one of the most efficient apps I've used. 

I am the manager of onboarding and support. I use Monday.com to manage all clients in the onboarding process. 

I can easily see what phase they are at in the process (through groups), see the statuses of certain parts of the OB process (through the status category), and understand what tasks have been completed and still need to be completed through the subitems. 

Monday.com also allows us to easily store all client information in one place so that the team can easily access it. I also used Monday.com for my own personal note-taking and meeting agendas.

It has improved our organization and specifically the onboarding team. It has brought a sense of organization, structure, and clarity into the department. Thanks to the clarity it provides, it has become much easier for someone to go on vacation and allow another person to pick up where they left off. 

The subitems make it crystal clear what tasks are done, in progress, or complete.

The "My Work" section allows me to filter by certain employees so I can see exactly what is on their plate for the day/week, and allows me to keep the workload balanced. 

We use the boards the most. We have one for new client onboarding, upgrade clients (existing clients that are adding an additional service that we have to get them onboarded into), and one for offboards for when a client stops working with our company.

Within the board, we rely heavily on the subitems. These allow us to easily see all the tasks that need to be completed (by either the client or our team), as well as all the tasks that are in progress or completed. We set due dates when a client first signs with us, so we rely on those to keep us on track to hit our desired timeline.

We also use statuses and automation within the boards to see a high-level view of where clients are at and to move people from one group to the next. 

It is difficult to create templates for repeat use cases. For example, I have created six different items that have unique subitems based on the service or package someone has. When a client signs, I choose the appropriate item "template" based on their package. I then have to duplicate that item and move the subitems to the new client's item that was created. Once that is done, I then have to update all the subitems within that item to assign them to the correct owners. We rotate implementation specialists and designers, so we can't have this preset. 

I've used the solution for nine months.

The stability is great.

The scalability is so-so. We reached our maximum capacity on a board very quickly. I had to duplicate the board and remove all live clients from it. I now have two boards: one for actively onboarding clients, and one for all of those that are live. 

The technical support is great. I have not reached out often, however, when I do they are responsive.

Positive

Before Monday.com we used Notion.

The initial setup is very straightforward. There are some limitations much like any solution once you get in there, however, I could do most of what I needed to do.

The product was implemented in-house.

The ROI is hard to quantify.

It's pretty straightforward. I did all the set up myself so I did not pay someone to do it for me

We also looked into Basecamp and Clickup.

As a training provider, we use Monday to collate information about our learners. This would be private and confidential information. We also use Monday to track people's work, time scales, and productiveness. 

Being a training provider that deals with government funding, we have to keep well-organized files and information about dates, times, and locations. With the platform, you can easily do this and monitor what other members of staff are doing and what they are up to with their tasks to see if you should start your allowing yourself to focus on your current tasks.

Monday has made the day-to-day running of the business much easier, with one platform that links to every aspect of the business. 

We can have a private board with sensitive information which will only be seen by assigned people. The system links to most other platforms (for example MailChimp and Outlook). Monday also allows me to allocate tasks to staff and give a time scale of when I will need this completed and will notify me once the task has been done. 

Monday is the perfect time management tool.

I have found task management the most beneficial aspect. With Monday, long gone are the days of writing notes on sticky notes. task management allows you to create timelines of the task you have and gives you the option to prioritize your responsibilities. If you are someone with a large workload and tend to forget about the little things, you can set a date/time reminder that will prompt you to complete the task, taking the stress away. 

You are also able to see what tasks other people have outstanding that could affect your time spent on a task

The one thing that I would change about Monday is the boards. I would find it much easy to have a board where you can have different items in each group of the same board. Instead, it should have the same information pre-set when you add another group.

The system could collate information from other boards easier. The mirror system, while being good, was somewhat confusing to figure out even with the helpful videos that are on the system. They do give you step-by-step instructions on how you would do this, however, I was still confused.

We as a company have been using Monday since 2021.

We never have any problems with Monday. It's fast and we never have any issues.

The scalability of Monday is great and allows us to use it in all aspects of the business.

The customer service is great. We haven't really had any issues with Monday. When we have gotten in touch they have been helpful and supportive. 

Positive

We used a CRM, however, we switched to Monday as the platform as it was multi-faceted. It is allowing us to be more productive with one platform.

The setup was quick and easy.

We had an in-house team member set us up. That said, the tutorial videos on Monday allow you to easily get used to the system.

Monday is very fair with their prices and how multi-faceted the platform is. It's worth every penny. 

We heard about Monday and once we looked into it, we decided it was the right solution for us.

I look forward to the new updates to see what changes have been made to make Monday even better.

We use the solution for client and project management. Working in a marketing agency, this is used as our main source of organizing our daily and long-term tasks to complete. Monday.com allows us to visually plan out what our clients need from us in detail to make sure nothing gets missed. Everything is easily accessible for all members of the project. It is also a tool used for observing the internal workload of each member to see what each day or week is shaping out to be and if additional support is needed for a particular person.

Monday.com has changed the way our organization works as we are now able to be confident in the software we are using to organize our work and grant access to clients to look at. 

This has allowed our organization to be more prepared and taught us the importance of transparency as there is no ambiguity around what task is allocated to what person and that we are well prepared to get tasks done on specific deadlines. 

We have been able to visually be able to put together projects without feeling overwhelmed. 

The feature which I found most valuable is the "My Work" section. This update has allowed us to elevate the use of Monday.com. Prior to this, it seemed like a very manual task - checking into each board to see what deadlines we had daily. The potential of tasks getting lost in a mountain of other tasks was great. The "My Work" feature has been able to let us streamline the process of looking into boards and just referring to one section as our "holy grail" - what our day is supposed to look like and what we need to achieve.

The feature which needs more improvement or development is the dashboard. There are many little quirks such as the dashboard, and workload widget that takes all members on our Monday.com account into the graph and has no feature to exclude or prioritize our internal team before other subscribers. This is an issue I have reached out to support and I have been told it is in the pipeline. 

Automations around connecting tasks status bars across different boards (eg: post-production board to a client board) would be helpful. 

We've used the solution for one and a half years.

I have strong impressions surrounding the stability.

I have big beliefs in this software's scalability.

Technical support is great. Having a call one on one has always helped.

Positive

We did not use a different solution.

The setup was very time-consuming specifically around learning the interface.

I do not handle looking into ROI. 

This was not handled by myself. 

We did not evaluate other options.

We are a small engineering company and we use Monday to keep track of all of our projects. We will include information such as the client's name, project name, who is the project lead, the date received and date that its due back, what type of project it is, how we managed to get the project (via which type of marketing), the project value, quote numbers for the project, total value, etc. It ensures that we never miss a project, which otherwise is very easy to do.             

It has enabled us to not only keep track of our extensive list of projects - it has allowed us to analyze which types of projects are most worth our time, which clients are likely to place the orders, etc., which has allowed us to become a lot more efficient and develop new business strategies based on the heaps of data we have of past projects.

Monday is very easy to use and is very user-friendly. I must say the most valuable feature is the export to Excel feature, where you can take an entire board or just sections of it and put the data in Excel. It's great for data analysis and also to present to your boss as the list of projects you've completed and which of these were won, etc.

Monday does everything we need it to do. It would be quite cool if it could connect to my Outlook calendar and put the project deadlines in there. I'm still trying to understand the automate feature, however, this looks very promising for efficiency.

We have been using Monday for just over three years.

Monday has the opportunity to be useful for a company with 10,000+ employees or even just one. 

Monday has changed since we first started using it, however, the updates are automatic as it's a website-based solution.

The solution is very straightforward and not that time-consuming.

I'm unsure of the exact figure in terms of ROI.

Set-up costs are minimal with just an hour or two of labor to customize the board how you will like it. 

I would make a note to future companies looking to use Monday to make use of all the people spots you have available. Even if you work on different teams and won't be using the main board, there will definitely be a type of board that will suit you. 

We did not evaluate anything else. In fact, we weren't actively looking for Monday. We heard about it from word-of-mouth and couldn't believe we'd worked without it for years.

It's a great service and has quite competitive prices. It does exactly what we need it to do anymore. 

We use the product for managing all the projects and tasks of a non-profit association. 

We have several groups and task forces, and all our board members and volunteers live around the globe. We also have guest members who work on occasional projects and need access for a short period of time. We also have service providers, with whom we share several projects which needed to be on time. 

We have projects ranging from short to longer-term, including our strategic planning, which is also done on Monday.com.

After we started using Monday.com, the benefits were clear. We could centralize all our demands and responsibilities in one place. We have several service providers, board members, volunteers, and guest participants, and having the possibility to check the progress of their activities easily, in one place, and with a few clicks is a great service and has been much appreciated by everybody in the different teams. We now have a better idea of how we are doing with daily tasks and with the planning of long-term projects.

The possibility of having multiple boards is indeed a great feature that allows us to see the many projects (and their progress) at a glance. 

The workspaces are also an extremely valuable tool since we can have many separate workspaces for teams with different credentials. That is important to have more confidential projects set aside, and have people only assigned to their assigned projects or assigned tasks at a particular moment. 

Of course, the add-ons are important to integrate the other tools we use.

One important feature that would improve Monday.com would be an application for desktops (Windows/Mac). I work with many internet tabs open and would prefer having Monday.com as a separate program - not opened via the website. That could improve the daily managing and practical use of Monday.com. 

I do not use the Monday.com mobile app, since I concentrate on work-related things on the computer. I also work with several Google Workspaces, so that puts more difficulties for easy visualization.

I've used the solution for one year.

Until now it has been shown to be very stable.

We have not scaled up yet.

We did not have any need to reach out to technical support so far.

Positive

I did not use a different solution previously. 

The initial setup requires some time to learn to navigate it.

We implemented the solution via an in-house team

I am not the administrator and have no sense of the ROI.

I did not evaluate other options previously.