We manage our mortgage company through Monday. We are all remote, so visibility for all our loans that are in process is absolutely critical to keeping us on task. This sends out trigger emails when things are updated and keeps track of our payroll (for example, when things have and have not been paid out). We even track leads here and store key data so we have one place to go in order to see key data for our client.
Processing Manager at Turbo Loans
Helps with organization, offers great automation, and has helpful status update capabilities
Pros and Cons
- "I love that status updates move items from board to board."
- "I'd like to see some kind of way to display our data to realtor partners without giving them access to our entire board."
What is our primary use case?
How has it helped my organization?
Everything is organized in such a way so that we don't miss critical dates, know who is up next in closing, and see what has and has not been paid out.
What is most valuable?
The automation makes this board amazing. I love that status updates move items from board to board.
What needs improvement?
I'd like to see some kind of way to display our data to realtor partners without giving them access to our entire board. I need something that encapsulates just key points and nothing else. We find that realtors want communication and visibility - that is hard when all you have to use is email.
Buyer's Guide
monday.com
April 2025

Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
848,716 professionals have used our research since 2012.
For how long have I used the solution?
I've used the solution for one year.
Disclosure: I am a real user, and this review is based on my own experience and opinions.

VP at a consultancy with 11-50 employees
Granular, with great task management, but it clutters your inbox
Pros and Cons
- "It allows you to be granular, and send each step."
- "What would be nice is if I had two days between deadlines and adjusted the day if it would automatically adjust the deadlines, even if I had to change one or two that might no longer work, it would save a lot of steps."
What is our primary use case?
We have a wide range of services that we provide from the reports that we write, Podcasts that we do, and webinars.
We categorize each deliverable by categories, such as a research report or an infographic, or a video, or a podcast. We create a series of steps or deliverables, and we assign people to tasks within each project.
What is most valuable?
It's very granular. The good thing is that we had a lot of steps in the budget process, and in the development process. It allows you to be granular, and send each step.
They just did a reorganization of the solution. Before if you had one topic, you had to put everything you do under that topic, or under that umbrella. Now you can break things up by task. For instance, we were doing research summaries or infographics. Before, they were combined under one umbrella, and now, if you want to look them up individually, you can do that. It has been better since then.
What needs improvement?
It's not that great. It clutters your mailbox. Every time something becomes due and every time you have something due, you get an email. If you are working on several projects, you could get several reminders. For example, just today I was inundated with 15 emails reminding me, of different projects.
It's not necessarily things that are due right that minute, or you're not otherwise aware of.
While it keeps you organized, and you always have a place to look at, you can be overwhelmed. There is no way to disconnect yourself. It just appears automatically. If you have subscribed to something, you will be inundated with messages.
It's still fairly manual. If for example, I wanted to make a change such as a date, there are 10 steps to process, and if I change one, they all have to change but there is no way of doing that automatically.
We have to go and individually update each one. What would be nice is if I had two days between deadlines and adjusted the day if it would automatically adjust the deadlines, even if I had to change one or two that might no longer work, it would save a lot of steps. But, for example, there are at least 20 steps involved in producing a research summary for our research firm. If I change one step at one deadline at the start, I have to go through 19 steps and change the date manually for each one.
For how long have I used the solution?
I have been working with monday.com for a little over a year.
We just updated to the latest version.
Which solution did I use previously and why did I switch?
We are a fairly small firm and we use several different programs for project management, communication, and conferencing.
What's my experience with pricing, setup cost, and licensing?
The price is reasonable for the number of users we have.
What other advice do I have?
I would rate monday.com a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
monday.com
April 2025

Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
848,716 professionals have used our research since 2012.
Luxury Marketing Manager at Harry Norman, Realtors
Flexible views, great automation, and helps with communication
Pros and Cons
- "The automation is great."
- "Opening up a task and adding content/updates could be a little more organized visually."
What is our primary use case?
We use the solution for project management across the different functions of our marketing team. It's also used as a content and social planner.
How has it helped my organization?
The product helps keep responsibility and accountability clearly communicated, and helps stay on deadlines.
It's a great place to float new ideas. We find it great for archiving. If something comes up, we can reference archived tasks.
The automation is great.
It helps keep responsibility and accountability clearly communicated, and helps stay on deadlines.
What is most valuable?
The different views are huge for us and each member of our team has found a view that helps them quickly see and action the tasks ahead. Not everyone has the same preference for visuals to keep organized.
The integration with socials would be really powerful, however, we haven’t had a chance to get into that yet.
What needs improvement?
This may be out of scope for Monday, however, it would be cool to have an asset management side of things. It may already be in existence and I just don’t realize it.
Opening up a task and adding content/updates could be a little more organized visually.
For how long have I used the solution?
We've used the solution for about two years.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Senior Editor at Distractify
Great for archiving, helps with work more efficiency, and has useful status tagging capabilities
Pros and Cons
- "Marking the status of deliverables is the most useful aspect."
- "The site could load a bit faster."
What is our primary use case?
We primarily use the solution for work, looking at the list of available articles to write, making progress, and the status of deliverables/articles.
How has it helped my organization?
It has helped to archive the amount of work completed and have our editorial team work more efficiently.
What is most valuable?
Marking the status of deliverables is the most useful aspect.
What needs improvement?
The site could load a bit faster. I notice when I'm in locations with internet that isn't as speedy (like when I'm tethering with my phone) it can lag a bit.
For how long have I used the solution?
I've used the solution for more than three years.
What do I think about the stability of the solution?
The stability is very good.
What do I think about the scalability of the solution?
The scalability is very good.
How are customer service and support?
I've never had to contact technical support.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We did not use other solutions previously.
How was the initial setup?
The setup is straightforward.
What about the implementation team?
I just had to log in.
What was our ROI?
I'm unsure of the ROI I've seen.
Which other solutions did I evaluate?
I did not evaluate other options.
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: My company has a business relationship with this vendor other than being a customer:
Sport Event Director at UCPA
A great platform with helpful organization capabilities and is great for driving projects
Pros and Cons
- "Monday.com is the best platform for working with project organizations."
- "We have difficulties playing with automation."
What is our primary use case?
We handle event projects. We are using Monday.com for driving our projects.
How has it helped my organization?
Monday.com is the best platform for working with project organizations.
What is most valuable?
The solution is so good.
What needs improvement?
We have difficulties playing with automation.
For how long have I used the solution?
It's a very good platform, We are using Monday.com for 25 workers. This is our third year on the solution.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Solid surface Fabricator at Mark Michaels
Customizable, keeps projects on track, and helps keep users organized
Pros and Cons
- "I like being able to customize your views."
- "I'm unable to send messages or update any projects from my tablet or cell phone which makes it hard when you are in the field all day and can't be at your desk."
What is our primary use case?
We use the solution for managing lots of projects from multiple customers.
How has it helped my organization?
Monday is extremely useful in so many ways by helping keep projects on track and organized. My favorite part is you can see who is leading in production and sales numbers.
What is most valuable?
I like being able to customize your views and add what works best for you and you can always continue to learn and improve.
What needs improvement?
I'm unable to send messages or update any projects from my tablet or cell phone which makes it hard when you are in the field all day and can't be at your desk. It causes you to play catch-up and you cant keep your projects moving.
For how long have I used the solution?
I've used the solution for over a year.
What's my experience with pricing, setup cost, and licensing?
I'd advise new users to take advantage of all the tools offered and learn more and faster ways to complete projects.
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?
Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
COO at a computer software company with 51-200 employees
User-friendly and easy to set up but has issues surrounding automation capabilities
Pros and Cons
- "The initial setup is very easy."
- "Some of the automation is having some technical difficulties."
What is our primary use case?
The solution is generally used for tasks such as if you need business functions such as marketing, CRM, et cetera, that can be tracked. We use it with the Jira technical team.
What is most valuable?
The solution is extremely user-friendly.
The initial setup is very easy.
You do not have to be overly technical in order to use or set up the solution.
The stability is very good.
What needs improvement?
Some of the automation is having some technical difficulties. They need to improve on that a bit.
What do I think about the stability of the solution?
The stability of the solution is good. there are no bugs or glitches. It's reliable. It doesn't crash or freeze.
What do I think about the scalability of the solution?
We aren't scaling it too much right now. We're still in the initial stages in terms of using it. We may try to scale in the future. I'm not sure, however, if that will happen.
We have about 50 to 100 users on the solution currently.
How are customer service and technical support?
I haven't really dealt with technical support, however, it's my understanding that my colleagues have.
Which solution did I use previously and why did I switch?
We also use Jira, which is better for more technical tasks. However, monday.com is very good for more of the business side of things.
How was the initial setup?
The initial setup is straightforward. It's not overly complex or difficult. It's definitely not an overly technical process.
What's my experience with pricing, setup cost, and licensing?
What other advice do I have?
I'd rate the solution at a six out of ten. For business processes, it's pretty good, however, for more technical tasks, it's not there yet.
I'd recommend the product to those looking to organize business processes, however, for more technical teams, I would advise that they go with Jira.
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
Sr. Advisory Consultant at a tech services company with 1,001-5,000 employees
Very intuitive with good collaborative functions; lacks ability to manage dependencies across tasks
Pros and Cons
- "Has very good collaborative functions."
- "Not a suitable solution for complex projects."
What is our primary use case?
I use this solution for project management, mainly for tracking tasks. I'm using the SaaS version and we are customers of Monday.com. I'm a senior advisory consultant.
How has it helped my organization?
The solution is intuitive and it allows for better collaboration.
What is most valuable?
I think the sales aspect of this product and the collaborative functions have been most valuable.
What needs improvement?
This is a light solution so it's very good for small projects but when it comes to more complex projects and managing dependencies, I don't see the capabilities between tasks and more detailed resource management. The solution lacks the ability to manage dependencies across tasks. If you're dealing with a larger project, Microsoft Projects would be a better product than monday.com. In some ways, it's just too simple.
What do I think about the stability of the solution?
The solution is stable.
What do I think about the scalability of the solution?
It doesn't scale well for larger projects. We currently have 25 users in the company. The solution is not being used extensively, we're using it to monitor high-level timelines.
How was the initial setup?
I found the initial setup quite straightforward. You can spend half an hour on YouTube videos and you know it, so it's very intuitive and simple. It's a setup and go kind of solution.
What other advice do I have?
I rate the solution seven out of 10.
Disclosure: I am a real user, and this review is based on my own experience and opinions.

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Updated: April 2025
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