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
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 one year.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
IT Support Technician at Bambus Group
Great tagging and notification features with helpful technical support
Pros and Cons
- "The tagging and notification features are great."
- "We would like to have less downtime as it happens now and then!"
What is our primary use case?
We primarily use the solution to maintain tickets and keep track of them.
How has it helped my organization?
It's improved our organization a lot. For example, now we see everything, and we have a clear view of statistics.
What is most valuable?
The tagging and notification features are great. All of it is perfect.
What needs improvement?
We would like to have less downtime as it happens now and then!
For how long have I used the solution?
I've used the solution for one year or more.
What do I think about the stability of the solution?
The stability is perfect.
What do I think about the scalability of the solution?
We can cope with challenges efficiently and maintain the solution well.
How are customer service and support?
Technical support is excellent.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We did not previously use a different solution.
How was the initial setup?
The initial setup was so-so.
What about the implementation team?
The vendor team I would rate a ten out of ten.
What's my experience with pricing, setup cost, and licensing?
I'd advise users to start using it - it is the best.
Which other solutions did I evaluate?
We did not look into other options first.
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?
Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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.
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.
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
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.
Works at a tech services company with 201-500 employees
A scalable and stable solution which provides good security and ease-of-use
Pros and Cons
- "The solution can be customized for individual projects and quite easy to use."
- "In my initial exposure to the interface, I did not find it to be very user-friendly."
What is our primary use case?
I do not know which version we are currently using. I do not enquire about such information, as I am just the end-user.
We use the solution to deliver all the tasks in the marketing team, of which I am a member, and we can monitor those that we we must finish within a week. We also do CRM tasks there. We use it to input the customers' database, so that we may have summary information on them, such as their status or who has just been on-boarded.
What needs improvement?
In my initial exposure to the interface, I did not find it to be very user-friendly.
For how long have I used the solution?
I have been using monday.com for a couple of months.
What do I think about the stability of the solution?
The solution is stable.
What do I think about the scalability of the solution?
The solution can be customized for individual projects and quite easy to use.
It is scalable, although this will vary with the cost.
How are customer service and technical support?
I do not have experience with technical support.
How was the initial setup?
The installation process is fine. One just need follow the process. There is no need to install an app.
What's my experience with pricing, setup cost, and licensing?
The project manager would be responsible for any licensing fees. As an end-user, we just follow suit.
What other advice do I have?
I consider the security to be good at the moment.
The last time that we conducted a survey of the 90 people in our organization, it came out that more than 60 percent of them were making use of the solution.
I would recommend the solution to other users. It is sufficiently good. Summary instructions are enough for a new person to use it with ease.
I rate monday.com as a seven or eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
General Manager at a tech services company with 1-10 employees
Nicely streamlined with good features and an easy setup
Pros and Cons
- "The solution is more of a streamlined Slack."
- "The solution has dashboards, however, you have a limited amount. You may only get ten when you need closer to 30. We often need to create many boards. For example, we might need one board per customer. If we have more than ten customers, we run out of boards available. I'm not sure if you can pay more in order to get more or if it's just a design limitation. It's unclear. In any case, they should be more generous."
What is our primary use case?
We primarily use the solution for project management. We use it as a system for our project managers and for our customers. They submit tickets, activities, and items that we have on the schedule.
What is most valuable?
The solution is more of a streamlined Slack.
The solution has a lot of essential features, I would say.
We need to make a lot of reports and this solution allows us to do this easily.
What needs improvement?
It's hard to say if there are any features missing from the solution, as it already offers more than the others. In my experience, I would say it would be better if it could have a better user experience. It's a bit laggy and it's not immediately responsive. It would be great if they could improve a bit on the performance. Sometimes it takes a little while to upload items. You can have a lot of bugs.
The solution has dashboards, however, you have a limited amount. You may only get ten when you need closer to 30. We often need to create many boards. For example, we might need one board per customer. If we have more than ten customers, we run out of boards available. I'm not sure if you can pay more in order to get more or if it's just a design limitation. It's unclear. In any case, they should be more generous.
monday.com has a feature called notifications. Every time somebody updates one tag, your foreign tag appears as a notification. I wrote to them about having those notifications as a dashboard, so you are not having to go to the notifications center to look at all of the notifications.
Their dark mode is blue. It sometimes feels a little bit overwhelming with so much color in it, however, the light one is super bright. If I could pick one other thing to fix, I would tell them to adjust their dark mode to a bit of gray and not make it so blue.
For how long have I used the solution?
I've been using the solution for about eight months to one year. It hasn't been too long. We use the solution every day at this point.
What do I think about the stability of the solution?
The stability has been good. We haven't really had any issues in that respect.
What do I think about the scalability of the solution?
We haven't really tried to scale anything. Right now, we just have eight users on the product. We haven't really had the possibility of scaling in mind just yet. We're a small department.
How are customer service and technical support?
In terms of technical support, I would rate them at eight out of ten. They are good for the most part. However, sometimes they don't address your issues with the ticket. It feels like it's more general in terms of the assistance you get. They respond fast enough. They just need to personalize their answers a bit more and make sure their answers actually address the issues being presented.
Which solution did I use previously and why did I switch?
We just started using the product. We haven't used it before that, however, we have used other kinds of software before. This one was more complete and ready which is why we implemented it.
How was the initial setup?
The product is very easy to set up. The solution is right on their website and therefore you don't have to install anything. In terms of deploying it, they said it would be like no more than one hour, however, after signing up, we spent one week designing how we were going to use it. It was like more of the designing process that took us a bit longer than expected.
What other advice do I have?
We're just a customer. We don't have a business relationship with monday.com.
I believe we are using the enterprise version of the solution. It may be one or two levels above the standard solution.
The best advice I can give to others considering the solution is to really think about the structure early on. The solution really has a lot of tools and it's really easy to implement it. That said, you can end up having many ways to organize your projects. Therefore, the best advice is to have a real plan and structure before you're starting using it, otherwise, you may end up all over the place.
Overall, I would rate the solution nine out of ten. If it didn't have dashboard limitations, I would give it a perfect mark.
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.
Sales Manager at a tech services company with 51-200 employees
Provides all the utilities that I need, but it can be more user-friendly
Pros and Cons
- "The free version provides all the utilities that I need."
- "I have just started to use this solution, and there are no new features that I need at this time, but it could be more user-friendly."
What is our primary use case?
I am using it for sales.
What is most valuable?
The free version provides all the utilities that I need.
What needs improvement?
I have just started to use this solution, and there are no new features that I need at this time, but it could be more user-friendly.
For how long have I used the solution?
I started using it a month ago.
How was the initial setup?
It was easy.
What's my experience with pricing, setup cost, and licensing?
I am using its free version.
What other advice do I have?
I would rate it a six out of 10.
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.
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Updated: November 2024
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