monday.com Reviews

I recently did work for a manufacturing company in India. They sell electronics to their customers as well as materials to B2B customers. They wanted us to create standard operating dashboards and we used monday.com to do so for every level of senior management. They wanted to manage all their sales and manage all their operations in the same place. I created boards for their manufacturing, sales, production, and project management operations. I also created automation tools based on the conditions and other requirements, as well as third-party integrations.

I know OKR well and I use the OKR framework with monday.com boards as well. They also were interested in knowing about their goals, operations, and marketing expenses. I created a separate OKR board for what they wanted to focus on.

monday.com has helped clarify that company's goals and created transparency: where they stand in sales, the amount of production completed per day, per month, and per quarter. They can see their marketing expenses, their junk leads, and the deals that closed.

The company is running in six regions, including North America, Europe, and Asia, and I created separate boards based on the territories. Information is allocated and automated in the respective boards in their Salesforce. I was also able to create their sales cycle process in one place. When a sale is closed it moves to operations and project management.

They have been able to see their three-month achievements and three-month problems and can work on how to resolve the problems and the strategies they want to implement for the next quarter. They have a clearer understanding of what they are doing and where they are going to focus.

Before monday.com, this company managed using Excel sheets. Once we implemented monday.com, it opened up clarity and transparency from the top level to the bottom level of management. They know what lower-level employees are doing and how they're contributing towards the organization's goals. They know how much of their goals have been achieved in a given quarter.

Decision-making is data-driven. monday.com gives detailed data in a single place, for every lead, sale, operation, and project. Every week it gives them clear data on where they stand: what processes are going on, what the backlogs are, and what needs to be done. With clarity on the boards and the data, it helps them make the right decision at the right time, in discussion with the respective managers or team leaders.

Delays are usually because of a lack of engineers or subject matter experts for a project. This is something that needs to be fixed and monday.com gives clarity on why there is a delay, where a process is not moving, to help them know which areas to improve.

For day-to-day project management operations of my team, as well as the entire organization, we can easily focus on a task-oriented system and the outcomes. And I'm guiding my clients to an outcome-based system using OKR boards so that they're focused on daily priorities based on quarterly goals and objectives.

monday.com is very easy to use and very user-friendly. I can give non-technical people access to their respective boards and that enables them to focus on their objectives and their targeted items or customers. We train them to use it and how to engage with their customers. It helps create a standard operating procedure for non-technical people and gives them clarity.

No other CRM is this user-friendly for non-technical end-users. I have worked with other CRMs, especially Apptivo, but with monday.com, we can access various models and find the necessary data in one place. We don't have to go to separate tabs to find data. It is like Excel, but in a single place I can find the data and details to easily grasp the information.

They need to add more data values and fields, such as currency and functional fields, as well as more trigger functionality for automation and time-based management.

I have been using monday.com for the past one and a half years. 

I haven't faced any issues with its stability so far. I have not imported huge amounts of data into monday.com.

Its scalability is absolutely great. I have brought most of the business users in my clients' organizations into monday.com because of its user-friendly visualizations on the boards and the automation, integrations, and flexibility. It is scalable for multiple users.

I have contacted their tech support once. It was very interesting to chat with them and they shared all the details as well as a detailed user guide with information that helped.

Positive

Over the past six years, I have been working in CRM implementation. I used Apptivo CRM. My passion was to become a CRM expert. I searched for great products in the CRM area for end customers and I found that monday.com has all the functionality, automations, triggers, and integrations. I also wanted a scalable solution for my customers.

My services include deployment and implementation of monday.com for my clients. Integration of the solution is generally straightforward, although sometimes we need developer input as well. We usually need a maximum of two to three people.

It takes a minimum of 30 to 45 days to create a new project, but that is for larger clients. For smaller clients, we can complete the entire project within 10 to 15 days.

Once we complete a project, I give detailed training to my customers and guide them on how to maintain and customize things. In terms of monday.com updates, I subscribe to their newsletter and I get their updates every month. I read about them and, if an update is suitable for our customers, I will acknowledge it by sending them an email, or if they want to know more about an update, I'll get onto a call and clearly explain the functionality and features of the update.

The pricing of monday.com is worth it.

Evaluation of other options depends on the customer's requirements. Some customers want HubSpot CRM. HubSpot has a service model as well as a CMS. I recommend the advantages of the respective CRMs: What are the advantages of using monday.com, HubSpot, and Apptivo CRM? Based on that and their requirements, I propose a solution. I will then give them a demo and they can decide how to move forward, which system will work for them, their use cases, and day-to-day activities.

I run a coaching and training department that requires me to manage a large team of full-time, part-time and seasonal team members. Our projects vary from month to month and require quite a bit of cross-functional communication and high levels of collaboration. Some projects also require the assistance of strategic partners who were added as guests. All in all, we primarily used this software for Project management because it allowed me to monitor the progress of my team, allowed us to manage hybrid programs and operations (and transition seamlessly), and communicate 24/7. 

When you first get in, the set-up and overall functionality were easy to use. Not to mention I appreciated all of the many integrations. It made it so easy to build systems and processes for my team. 

We’ve also had quite a bit of turnover in staff, so it was super great when it came to transitioning new employees in and old employees out. My multi-generational team loved it. It was also pivotal in teaching my collegiate interns how to manage their time and break down their projects into smaller tasks.  

The templates were always the best part as not starting from scratch made the process so much easier.

The various display options and formats were great -especially when you have a large team with varying needs. They appreciated the tutorials and how-tos available with each board as well. 

As someone who has to manage their team’s as well as my own projects and tasks - it made it easier to see everyone and everything from a bird’s eye view. I also really appreciated the daily reminders, progress updates, and little (but impactful) notes of encouragement. 

I wish I understood and had taken advantage of the automation more. it was kind of hard to figure out.

While I appreciate the templates, some of them are extremely complex and not as tailored to non-profit work so they required quite a bit of customizing (but worth the trouble).  

The email log-in sensitivity would be a challenge and would lead to guests being added as members and the account getting overcharged frequently. 

I also wish the software was more affordable as I would love to use it for my small business as well. 

I've been using the solution for two years.

If you had a variety of pricing options I can see this going far.

It is definitely possible to scale. 

We have never had to use technical support, however, the tutorials were great.

Positive

We used Microsoft Teams and were unable to customize it the same way. 

It is very easy to use if you follow the promptings and watch the videos.

We implemented it with our in-house team.

The ROI is very high.

The budget is quite pricey. If you can afford it, it’s worth it. 

We looked at Trello and Airtable.

I use this solution for project management and events planning. I manage a school (kids from three years to 17 years old). In my school there are more than 1200 students and 80 teachers, so it has been hard to organize them all. We use the Google Suite, however, we needed a tool to manage the projects and plan the events.

We also use it to organize the documentation we need to have to achieve our quality standards. As we can have a clear view of what we have and what we do not; we realize in what areas we have to work harder.

It has helped me to organize the important things, projects, and events in a better way. We have bought ten accounts for the managers, so we are connected and working on the projects. We would like to integrate all of our collaborators but it is expensive. 

Since we started to use Monday, we have been able to have a clear view of how organized we are, we have created a board for the important things that the school has to do. We assign responsibilities for each activity and they receive an email about it, it is awesome. 

The most valuable tools I have found on Monday.com are the calendar, automatization, and the capabilities to link apps like Google Forms. We have been able to integrate our Google Suite to Monday. 

It is also good to receive reminders about projects and deadlines. Besides that, it has been not hard to learn how to use it. I really love the integrations, we use Integromat to link our Google Forms to Monday. 

It is also a great app for desktops and cellphones. 

I have found many good options to organize my time, my projects, and my events.

It should be cheaper. 

It should have more options to create panels.

It should also have options to share the boards or some info directly to Gmail. 

In premium accounts, the amount of transactions allowed is so low. We have not been able to integrate more apps due to this limitation. 

There is not enough information in Spanish. Most of my users do not speak English. It has been hard to learn to use all the functions.

I would also want some plans with fewer permissions. Maybe they could have access to just one board so that accounts could be cheaper. We have 80 teachers and we need that they are enrolled in just one board. We do not want to pay just for one board. 

I've used the solution for two years. 

We have not had problems with the solution. There have just been some crashes on my iPad.

I really like that we can grow as much as we want. The only bad thing is the price.

It has been good. I have written two times and I have received good and quick answers.

Positive

I did not use a different solution. We use the Google Suite, however, it is not the same. It does not have a management tool.

There is not enough information in Spanish; the tutorial videos were not so clear, however, it is easy to use it.

I implemented the product by myself.

The ROI of using this app has been 4 to 1 as we have optimized our work.

I always say it is expensive, yet it is worth it, especially if you run a company with many projects and events.

We evaluated Asana, however, we did not like it at all. We also tried ToDo app, however, it was not enough.

There should be cheaper plans with fewer options and maybe with access to one board or something like that.

We use Monday.com to manage all of our design and marketing departments. It helps us track all the projects in the pipeline, who is the lead of the project, and who is the designer. This makes it easy for our marketing strategists, who are in charge of the designers, to see which projects each of the designers are working on and be able to assign tasks easier. 

We do a lot of events organizing on Monday.com too. This is why we like to have specifically different boards for our tasks that aren't the same as our everyday boards. 

We love that we can track all past projects that we've done, and segment them based on who worked on the project. We work with a lot of clients that need a breakdown of everything that we've implemented each quarter for them. Being able to export a PDF based on the tags on each task has made it a breeze for us to stay organized and know exactly what we've done for each of our clients. We have 200+ clients, so sometimes it can be chaotic, however, Monday.com makes that aspect so much easier for us. 

Adding subitems to each task has made multi-dimensional projects easier to manage. We have a lot of projects for the events and tradeshows that we host, and sometimes we need to break down a simple project into multiple steps and assign each subitem to a different person. 

We also love that we can keep track of the status of the project and assign deadlines, as well as have tabs on where the project is in the process. 

Being able to see your own personal specific projects makes it that much more accessible a program and is great for work productivity.  

We'd really like to have the ability to have different types of boards within a board. Sometimes we don't need the same columns for every task and we'd like to customize each task board within the motherboard. We use to have tasks with different columns and information rather than it having to be the same for every task board within the main board. This would make it so much easier for us when it comes to special projects that have varying needs and not every column will fit into the same board. 

I've used the solution for about one year now, however, my team has been using it for more than two years. 

The stability is great. 

The scalability is great. 

I personally have not had any experience with customer support, however, technical issues are usually fixed very quickly. 

Positive

We used to use multiple different programs, including Teams, however, it didnt have as much functionality that we need. 

The initial setup is very straightforward and super easy to navigate. 

We handled the setup in-house. 

It's definitely worth the cost when you are using it for work or for a team of employees that you need to manage. 

We evaluated Microsoft Teams, Asana, etc. 

The primary use case for the solution is to plan our projects and to put pipelines in place for all the project participants to make sure that everyone is within the plan and making great contributions to the project. 

We start our plan using the Agile approach to set our goals and tasks with the plan that already includes some phases and steps to make sure that the goal is achieved successfully and within the planned timeline.

The user interface of Monday.com is very friendly and easy to use. It's simple to assign tasks to my colleagues.

Monday.com improves our work within the organization by automating our work and making it friendly and easy to use in order to achieve our goals.

We have integration with third-party applications and can send notifications through email to the participants - making the application very interactive and keeping the project members up to date with the latest on the project and the plan.

Monday.com saves time by automating the work through the pipelines. The features are drag and drop. You can see the status for each task easily.

The most valuable features that I loved with Monday.com are:

• Notifications
• Task status and project status
• Monday.com colors are friendly to the eye
• I can task assign to my colleagues
• The screen size works with others and there is easy sharing of images and documents
• Automation and set up of automation is done in seconds and leaves your routine tasks in the dust
• Integration with other applications such as MS Outlook.com, MS Excel, Slack, Google Drive, LinkedIn.com, Dropbox, and One Drive is great
• Monday workdocs for workflows are helpful

There is nothing to dislike about Monday.com. 

There are some new features they need to improve within the application. For example, it would be awesome if we had some themes for each project and for each user.

If we could add a new feature to draw the plan as a chart and note priority via color, that would be great.

It would be nice to make a plan according to the historical data that Monday.com has already stored that's related to the user and the company.

I've used the solution for more than two years.

The stability is awesome.

The scalability is fantastic.

Technical support is professional.

Positive

I didn't use a different solution previously.

The initial setup was straightforward.

We did the setup through a vendor team.

We saw an ROI within three months.

Monday.com is the best solution with a great price.

I didn't evaluate other options previously.

We are a marketing and branding agency. We are in consistent communication with our clients and have multiple projects and clients to manage daily. 

Monday helps keep us on track, prioritize, and communicate within our team as well as with our clients. 

We manage creative projects of various sizes; with projects from social media graphics, all the way to the complete rebranding of an organization. 

With Monday, it has helped us to stay organized as well as allow the clients to see where we are on a particular project. 

Monday has been a huge help to the team through personal organization and measuring team success. 

It keeps everyone on the same page and gives us a way to streamline our projects and client communication. Not only does it allow our team to keep track of where we are and due dates, but it also allows our clients to view our progress and how we are doing on the timeline. 

It is a huge help to see our team and daily progress and have comments available directly on a project. We use it to keep track of projects, timelines, and personal tasks. 

The most valuable features have to be the ability to create separate boards, both for external and internal communication. Having the ability to add tasks and reminders to our individual board as well as the team board helps keep communication in one place. 

A feature that we utilize daily is the form option (and the link) that we can send to clients. Instead of receiving requests via email, this helps us to keep all client requests prioritized and organized by date as well as the client. This not only helps our team by getting the information we need rather than going back and forth through email but helps the client have one place to put all their requests. 

It would be great to have more options on the form for external use, and an easier exporting option for client answers (rather than copying and pasting from each section). For example, right now we are limited in the questions we can ask our clients when they fill out a form. They are also limited with the lines and spacing. So allowing us to customize this to our needs would be helpful. It would be helpful to also have a calendar section with different options to select per board, etc, where it could lay out what the calendar looks like for the month or week based on the due dates. 

I've used the solution for over one year.

We have had little to no issues. It's very stable. 

This platform could work for larger teams as well as smaller startups. 

The solution offers great support and service.

Positive

We used Slack as well as Asana. Monday helps us to both communicate and keep track of tasks in a more streamlined way. 

It was a straightforward setup for the most marketed tools (organization, boards, teams). However, finding forms and plugins was more difficult. 

We handled the setup via an in-house team. 

We've had an incredible return on investment. It is very affordable and user-friendly. 

Monday is 100% worth it!

Monday was always on our radar. We did look into Notion, however, Monday works best for us.

We have had a great experience with Monday. 

We started by looking for a task tracking tool - something other than Microsoft or Google. Since then, we have expanded our usage to include vacation tracking, project tracking and management, lead tracking, sales funnel tracking, vacation tracking, hourly reporting and approvals, applicant tracking, and onboarding. 

Basically, we attempt to use Monday.com for any task we can think of that will simplify our day to day communications and operations management. The tool provides great flexibility for that.

Before Monday.com, we struggled to keep track of who was doing what and by when. We had multiple spreadsheets, some that we shared via email, some in Google drive. It was chaos. Dates were missed and we didn't have a clear picture of who was assigned to what, nor did we have the ability to accurately hold each other accountable for what we were working on. This was clearly not a good situation for a startup.  

Since implementing Monday.com, we are more organized, tasks are getting done, and no one can claim, "I didn't know what I had to do."

In order of impact/importance, the three key figures for us are automation, templates, and role assignments.  

The automation feature saves us hours of time reviewing activities, sending reminders, and sending emails. We use this on virtually every board in the system even if it is just to send a completed item to the archive.  

The templates are expansive (and growing), detailed, and battle-tested.  We can often slot something in with little or no modification.  

Finally, the ability to easily and quickly assign someone to something is a tremendous time-saver.

There is very little to improve with Monday.com.  

Occasionally, it takes some time to get a response from customer success, though they are always helpful. The help system is very extensive, allowing us to resolve most of our questions on our own.  

There are no features that come to mind to be added. They are so far ahead on the product roadmap; we're continually playing catch-up via the monthly webinars to be sure we're taking advantage of the new features they have been dreaming up. It's a great plus for how they handle enhancements.

I've used the solution for two years.

Occasionally (maybe once or twice a month), we'll get an error message, usually cleared up by redoing the activity (therefore it may be just a network issue). The system itself has never been down for us.

The solution scales to whatever we need. At some point, we might need an administrator.

Early on, it was fantastic and nearly in real time. Since then, there have been times when we had to wait a day or more for a response. We haven't had to use it in the past several months as we have become more self-supporting.

We previously used Excel, Google, and Outlook Tasks. They were not automated or universally visible to us. That's why we went looking for a solution.

The setup is simple. You just log in and go.

We did the setup in-house. One person learned the system and then trained everyone else.

We didn't calculate ROI, however, it has saved us hours of time and many dollars that would have been spent on point solutions.

There is virtually no setup cost other than the time it takes to learn the system and set up boards/automation.  

The pricing is a bit steep, and it's built on tiers rather than incremental users (not ideal for a small company that's adding people slowly).

We looked into Excel, Google, Outlook Tasks, Basecamp, and a couple of others in the project management space.

The sky is the limit. How big is your imagination? You can build it on Monday.com.

I use the product for purchase order management. I manage the inbound of vendor POs. There are hundreds a month and I use Monday.com to organize the transparency of the POs from order to delivery. 

Every day, I bulk upload a list of POs with supporting and necessary information/statuses to be monitored by myself and viewed by anyone else in the company. We use this board to make sure all our POs are being tracked so that our teams have eyes on the product before it launches on site (e-commerce). 

This board has spun off into a few other boards that are now being managed by other individuals.

We now have transparency on all inbound orders. Before, we had to rely on Outlook emails and Excel docs. This is a tremendous help and it saves multiple people in the company vast amounts of time allowing us to work on more important tasks. 

The entire idea around these boards is to automate the process so that we can take our employees and allow them to fine tune process (and in doing so, we continually make adjustments to the Monday.com boards). 

The monthly updates that Monday.com provides always add a little bit more to our flow.

Automations are the most useful aspect of the solution. I do half the workload I used to do and can now spend time fine-tuning the process.

The integrations are great as well, especially Outlook, which has allowed me to automate form submissions to be sent to 3rd party email addresses. 

The search function is a lifesaver, allowing a quick and easy view of all locations a PO (most commonly searched value) can be found. We have a launch board, a tracking board, and gift guide boards that allow us to track the entire lifespan of a PO.

BCC Outlook integrations could be better. I'd love to set up an automation that emails myself and BCCs an entire list of emails (our vendors) when I need to respond in bulk to any vendors that have a specific status on their PO or are past a deadline. I cannot overstate how much time and effort this would save our company. 

A way to update existing line items when a new line is created that contains the same selected value (name) as the line already on the board would be great. I ask vendors to submit tracking, for instance, for a purchase order (name). I have to manually copy-paste each one. It would be nice if it simply automatically updated the line item (and then delete the submitted line).

I've used the solution for two years.

It's stable.

I am impressed with the scalability, however, there is a decent amount of room to improve on. More Outlook integration options for sure would be useful. Being able to bulk email a list based on emails added to line items, for example, would help.

Customer support is nice, however, once set up, we never hear from them. 

Positive

We were using Excel and Outlook before Monday.com.

The initial setup is straightforward. 

We implemented it through a vendor team, and they were lovely. They held our hand through the entire setup.

I don't have an exact ROI, however, if I made $100K before we moved onto Monday.com and I am now doing 20% less work due to the automation and workflow I set up, I would estimate a cost savings of $20K for me. It would definitely be more company-wide. 

I honestly am not sure. I do not call the big shots. I can't speak to licensing costs.

Yes, the company did look at other options, however, I was not part of that team at the time. I am unsure what was evaluated.