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.

monday.com is our CRM and task management system. We also use Jira, which was formerly our core solution. The company syncs monday.com, Workforce, and Jira because everything in monday.com's CRM can be transferred to Jira. We have an on-prem Jira data center and use monday.com as a cover layer for our sales team and some of our biz devs.

We have several branches in Baku and Latvia. A small part of the business is in Moscow serving customers we have committed to supporting until the year's end. We have a multi-language team. Our primary language is Russian, but we also speak English, Serbian, Mian, and several languages. It helps us to cover all the processes at a company-wide scale. We currently have 50 employees using monday.com.

monday.com helped our company get organized. For example, we have a special sales funnel. Every business process is the same as before, but some features and sub-processes cannot be handled with a different tool. monday.com is flexible and compatible with how our processes work. We could finally automate our process, which wasn't easy with other CRMs. The other CRMs are more rigid. monday.com provides better insight into how long and difficult our process steps are. 

The collaborative features are nice. monday.com lets us add extra users to our account, which is helpful when sharing data with customers and outside contractors. We can grant them limited access to our boards so that they can add or download data. It's free to add these additional users.

The platform helps managers make some decisions. However, not all decisions are based on process information. monday.com is helpful for middle managers, but executives also require some financial information that monday.com does not provide. Sometimes it's not secure to connect your system to your financial base. The top management bases its decisions on information from various sources.

While we don't use monday.com for project management, many of my customers have used it to control their budgets and project timelines. It also helped make their teams' capacities more understandable and transparent. 

I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports helped us to control our sales funnel. 

Our non-technical staff members find monday.com highly accessible. The interface is nice and it's much more modern than others.

They have a private report, but it's a bit weak, and you cannot get everything you need from it. They could add some more dimensions to split the data into different slices. At the same time, I understand that monday.com isn't a BI tool, but it would be helpful as a senior manager to have sliceable data. 

The data linkage could also be improved. For example, sometimes you cannot automate item creation when you link different items to each other. You cannot connect the data deeply from field to field. It's somewhat complicated to link a contact to some account fields and automate the contact's behavior based on the value of those fields. The data is sometimes not structured enough for deep processing.

To do automated decision-making, monday.com's main feature, it isn't enough to link one item to another. Depending on the field or number, you need to make the system act a certain way. The logic is plain and not configurable enough. However, we aren't only automating end-to-end processes. If you have WorkOS, which is positioned as a top level of every system in your company, you will need to automate end-to-end processes. 

Depending on the process criteria, it isn't easy to get end-to-end reporting. At the top level, you aren't interested in who is assigned to a task. You want a helicopter view of your company, its goals, and how those objectives are achieved. Sometimes, monday.com doesn't provide the whole picture because automation, when the boards are connected, isn't easy.

In large enterprises, you must split your data into different boards to ensure your internal processes work as they should, and you will need to link those data sets to each other. You need to connect tasks from marketing, design, sales, production, etc. This linkage is not configurable and not reflected in the reporting. 

They could also have more extensive tutorial articles to reduce the learning curve. For example, you sometimes can't find enough information in the knowledge base or the forums to help you when learning to create integrations. You have to figure it out alone or ask someone from monday.com or another integrator to explain how to do this. It was a little tricky for us at the deep tech level. However, I think the documentation is good enough for the average end-user. 

I've used monday.com for a little over three years.

We've used monday.com for a long time, and the system has become unstable several times, but the issue was quickly fixed each time. 

monday.com is scalable, but large enterprises need to plan before scaling up. When scaling, you need to consider the design of the data, how it is stored, and the way processes are designed. The risk of mistakes increases as you add users and boards. 

If you add a flawed process to the system from the beginning, the mistakes in the design will be replicated on a larger scale. You will succeed if you are thoughtful in your piloting and testing at the start.

We may expand our user base, but we are unsure. We are SOC 1-compliant, so there are limitations on where data can be stored. For non-production processes, we will probably switch several teams to monday.com because it's well-integrated with other tools. Our accounting and legal teams will also likely move to monday.com.

I rate monday.com support a six out of ten. Explaining your issue to them can be frustrating because they make you go through these silly troubleshooting steps first. They ask you to check if your laptop is turned on and connected to a power source. 

Neutral

We used to work in Russia and used local solutions like amoCRM, Wrike, and 1C. We had another solution, but it wasn't good enough. We gave up on trying to find anything until we discovered monday.com. monday.com stood out because of its features, and it had the flexibility to fit our process.

Setting up monday.com is straightforward. We started by automating the critical areas, such as customer collaboration, billing management, and paperwork. For example, we want to see which invoices have been paid, so we don't lose some money on the way. This sometimes happens in our country. The initial setup and configuration took around a week, and we finished implementing the CRM in a month. The deployment involved three people, including me. I was the architect who built the data structure, and two contractors implemented it. 

Platform maintenance is done via requests to the monday.com team. You can reach out if something isn't working as it should or if you need new processes, integrations, or features. Every user can submit a request, so you don't need an administrator to answer your questions. You will just write a separate one, and that's it.

It took us three weeks to create our first project, but it was a highly complicated one. The CRM took three or four weeks. After deploying the project, it only took some fine-tuning. You sometimes need to correct a mistake or address some unexpected behavior.

Once we completed the first project, It was much easier to scale because the templates were ready. They have templates, and you can copy the board. You can clone your settings and leave the board empty with only the settings fixed. It's a handy feature because several branches use identical business processes. We cloned our entire workspace and group of boards. It only took one day to repeat the process at another brand.

We see an ROI in time and resources. We spend a lot less time on tasks and have been able to assign additional tasks to our teams because monday.com freed up their time. Our capacity has increased dramatically since adopting the solution, so we generate more profit. 

monday.com reduced manual work by around 40 percent because we previously spent a lot of time manually creating offers and collecting documents for tenders. Now, everything is automated, so our offers are generated automatically. We fill in the details about prices, the number of licenses, etc., and it produces the document. Before, sales managers needed to spend several hours creating an offer, but they can do it now in five minutes.

The enterprise plan looks expensive because we don't understand the value as monday.com users. The pro level and other packages seem reasonable. 

I rate monday.com an eight out of ten. monday.com is highly flexible, and you can shape your business processes using templates. However, if you have many users involved in your processes, you must think about the design first to avoid mistakes.

It has some limitations in data linkages, but I can't think of any other tools I would rate higher than seven. monday.com is still my favorite.

I am an implementation consultant, so I help clients create workflows, automations and integrations in the monday.com suite of products. 

I also use monday.com in my own business to track clients (CRM) and client projects (work management).  

For clients, I have worked with the following verticals: real estate, non-profit, veterinary practice build-outs, insurance, lab management, and many more. 

monday.com assists me in marketing to new clients, tracking current client projects, billing, action items, etc. 

monday.com has so many features and the company continues to improve the product suite continually. I love the ability to create workflows, integrate with other products either through 3rd party apps or using make.com. 

One of my favorite features is the Updates section which allows the users to track conversations and/or emails within the monday.com product. No more going back and forth to email and trying to determine the latest thread and exactly where you are on the project.

I am impressed with the amount of features that monday.com continues to release on a consistent basis. 

I have been using the solution for over five years.

It's pretty stable, but they're transitioning its code to another platform. So, we are getting some stability issues. We get a notice that automations aren't working. They usually fix such issues within an hour or two. There have been very infrequent issues that have taken longer than a day. They're on top of that part, so I'd still say that it's a stable platform even though they are doing this transition, and we do have some messages that come through saying that something is down. It's more stable compared to others I've worked on.

It's very easy to add new users. It has the ability where when you add a new user to your account and you're over your allotted number of users, they just go ahead and bill you for that. You don't have to do anything. As long as you have a payment form, like most software companies nowadays, they'll just go ahead and bill you for that. It's extremely easy to do that.

monday.com has implemented additional ways to contact support. As they grow, I do not feel their support is as fast as it used to be with responses, but you do get a response. And when the chat feature works correctly, you can get an almost immediate response. I see support as a current area of improvement for monday.com. However, if you work with a consultant, you can get support from them and they have access to support in different ways as well.

Neutral

I've worked with many of the workflow management tools on the market in the past. I personally switched from Trello to monday.com due to the configurability, automations, integrations, and 3rd party app availability. I find it easier to use and accomplish what I wish for my workflow.

The initial setup is straightforward in my opinion, depending on your workflow, of course. 

I suggest using a vendor for your implementation. As an implementor, I help my clients map out their workflow, create the boards, automations, 3rd party apps, and integrations. I've seen many businesses try the setup on their own and then get frustrated and transfer to a different product only to have similar issues. As a software consultant for over 25 years, I've "rescued" a number of implementation that were not setup to the clients needs and therefore failed from the clients perspective.

I feel that the pricing for monday.com is fair for the features that you receive. Even for smaller businesses, I would suggest the pro plan for the features it includes. For medium to larger business, the enterprise plan includes many feature that you may need as your use of monday.com grows.

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.

We switched to Monday from a couple of other options for tracking task management for our projects. That had proved to be a pretty difficult thing to do, since we kind of straddled the line in terms of a small business versus a big project, project management, somewhere. Particularly the developers and designers on our teams can use some of the larger solutions, however, most of our clients just don't feel that is necessary. It's really nice to be able to scale up when we need to. We had just a lot of issues finding something that was going to be easy to use, not just for developers, but designers as well, and allowed for at least some customer interaction through the dashboard as well.

Their flagship feature, what used to be called the pulse is great. Pulse offers great management. Being able to see everything at a glance and check task status, is wonderful. They use subtasks and the simple aspects of task management have been really helpful. Even beyond that, we do some Gantt views and calendar views, however, a lot of it is really just being able to manage large numbers of tasks seamlessly and be able to view them on different dashboards individually, not just per project. 

Previously, that was the limitation. We could look at all of the projects that someone was working on, and all of the tasks associated with the project, however, being able to filter down very specifically to say which tasks were on a particular project for a particular day, the interface was a lot better in our testing of Monday than it was with other similar solutions.

Speed and reliability need to be better. I don't mean that in a very basic, "Oh, we can't log in." Rather, there are issues with connectivity. That happens with anything at any sort of scale. I understand that. A bigger issue definitely is speed. It can run very slowly at times. A lot of the time we don't have issues, however, there are plenty of times when switching between views takes a long time, and I recognize they're doing on-the-fly queries with a lot of data. That's hard to do, hard to speed up, however, it does impact our workflow. That can really slow us down, particularly when we're trying to do a quick project check-in and we have to switch between two projects or more than one project and more than one person, having to drill down between those different contexts can be pretty cumbersome if it's a project at any sort of scale.

We've been using the solution since 2019.

It's fairly stable. They probably hit 99% or 98% stable, however, they'll go down for half a day at a time sometimes, which isn't great. It's not very common. That may be once or twice a year that they'll go down for a couple of hours, which obviously throws a wrench into things for us, however, there's enough collateral in other services that we're able to see what we're working on. It doesn't usually get in the way too much. We'll just work off PostIts for a couple of hours so we can reconcile everything. It's not too bad.

I can't speak to the number of clients that we have using it, since I don't know. However, internally, we've got six people using it. We bring clients in as well and have them use the system as necessary, which usually only happens if they're more on the medium to large-scale business or if it happens to be a more in-depth project. They'll usually have one or two seats that they use in that case, just to be able to offer feedback as we're working through the project. Occasionally, we'll have more than that, however, internally it's about a half dozen seats and then externally it's "as needed".

In most senses, it seems very scalable. That's one of the things that drew us to the product was that it can be used to handle very small projects, can be used to handle much larger projects. 

The issue that you run into is the same issue with scalability that you're going to have anywhere. It's large amounts of data, and so, querying that data just takes more time.  I would say that we do have some issues with scalability, however, it's really not more than we'd have with other project management systems except maybe something that was on-premises.

Technical support is pretty good. They're pretty responsive to the issues that we have. The consistent issue that we have had with them, if we have one, has been speed instability. When we inquire about that, we get a regular answer of, "Oh, we're sorry to hear about that. We're working on it. We'll get someone back to you when we have an answer," and very little will happen. It's not unexpected as we recognize the difficulties that they're dealing with. That said, after a while, it can feel a little hollow having that response. I suppose that's no different than what most customer service teams will do. They do offer guidance when we ask for help, however.

Positive

We still used 10,000 Feet a little bit, which was subsumed into Smartsheet some time ago. We used that really just for timesheet tracking since it happens to integrate with our accounting software, that's in the process of moving, however, the accounting software is kind of the lame-duck here. We have to work at the speed of the accounting software and that is Glacial. Previously, we used that for all of our task management as it was so simple to tie that to very specific line item accounting. We do that to a certain extent still, however, it's much more for the day-to-day tasks that don't need to be tied to a number, just tied to a task list to be able to track feedback loops and whatnot. That's really what Monday has helped with.

Everybody's just using their website. It's either that or their free app through the app store. It's a very public cloud situation.

Everybody in the company was involved at some level with the setup. I did some of the testing and vetting of various solutions before anything happened and then went through Monday and a bunch of webinars and whatnot too. 

The initial setup is pretty simple. One of the advantages that Monday probably has for itself is that you don't need to dive straight into really deep integrations unless you want to. A lot of that has come very slowly with our team. Therefore, initially, it was very simple. We're using much more complicated things through some of our integrations with GitHub and Slack and whatnot, however, right off the bat, implementation is easy.

We have two people, handling the setup. Our team's project manager did almost everything. Then, intermittently, we would have someone else from Monday help on troubleshooting a couple of things. There isn't anybody who is full-time just Monday.com management.

In terms of maintenance, we do have one full-time project manager. There's maintenance in that someone needs to go in and assign tasks and manage the status of those tasks if they do tree shaking and pruning, so to speak, to make sure that everything is moving along. However, the updates in terms of architecture are handled automatically, which is nice. The content of the software is software as a service. We have endpoints and we do what we can. 

We did everything internally. We connected with their onboarding team a bit, however, it's mostly folks who are running webinars normally. I don't remember us having a dedicated person past the first week or two. It was more about getting us acquainted with the platform rather than trying to build out a whole. The system itself doesn't need a lot of configuration compared to Jira or any of those larger systems that get you more at that ERP level.

We've seen an ROI. It has really helped from a process point of view for us to be able to do some internal evaluations of our QA processes and to be able to really push everyone towards documenting everything that they're doing. It's nice that there's a single point of truth for all of our projects. That was definitely lacking previously. 

It's extremely affordable. I've considered even getting a personal license just outside of work as it's been so helpful for all of my task management at work. I haven't quite pulled the trigger on that, since I'm not sure that the price point quite makes sense to have two of them running side by side. That said, it's great. The price point is very approachable, particularly for the time it saves. If it saves one hour a month, it more than pays for itself.

We looked at several other options. We looked at a few that were more on the free side or had free tiers like Asana and Trello. We also looked at Jira, which uses swim lanes and is very scrum compliant, very agile. 

Monday seems to be what really struck a nice balance between what was usable from the designer and project manager end, and then what was usable from the developer end as well. 

We primarily use the board, and we use automation, rules, and different groups.

We use monday.com for our workflow. But we don't really have any issues with Monday.com.

We spend less time organizing our things to do. Everything is on the board on Monday.com and we don't have to discuss or assign or meet anymore. We just push a button and change the status and it's done. We work more efficiently since using Monday.com.

There are so many great features. All of them are great.

The filters are extremely useful. Since we work remotely, we can filter down to the task, to employees, to urgency, to everything. Every little detail we can filter down into. The filtering is the best part. 

All of our projects, tasks, and clients are on the same board so we can search for anything and we don't have to ask the others.

They improve the product regularly. We just go with the flow as it works perfectly for us.

The solution should have better integration. We have, for example, Ignition, our online contract platform. When the clients sign the contract online, it would be awesome if it could trigger Monday.com and create a task immediately. Right now, we are doing it manually. We were trying to connect Monday.com with Ignition through Zapier, however, it was too complicated. Therefore, integration would be awesome.

They need a bigger server or more space on whatever they keep this website on. Sometimes, when we have a huge board, it gets slow. They might need more resources.

The product could have more templates.

I've been using the solution since 2020.

The stability is endless. I don't have any projects that I cannot set up on Monday.com. It's so flexible. If you need something to organize your stuff, Monday.com is the best.

There are 14 end-users. Everyone works from their laptops.

The scalability is great. There's nothing I can't set up, no matter the size.

Technical support is awesome. They had some technical issues, a few weeks ago and they kept me posted. They replied back immediately. It was totally acceptable. They admitted to the technical issues and they did not argue. They did not ask me to refer to the router and stuff like that. Everything was good. Their support is good.

Positive

We tried many different platforms and none of them worked. Then, on Facebook,  an ad for Monday.com popped up and the company loved it.

We tried Karbon, and then Jetpack. They were not good. We spent more time changing and updating the status than the actual work.

Monday.com has more flexibility. Karbon did not have that many settings. Since we are a CPA firm, we have different projects and groups like tax returns, monthly closing, small tasks, and so many different items and tasks. Now, we have 14 users in this group and Karbon did not have that big flexibility to assign, and share tasks and responsibilities. We couldn't work it out. When we tried Monday.com, we found that we could change a lot more and update, and personalize everything specifically to the firm, or to the project, or the task.

The initial setup was easy. There are great tutorials and support.

There were three people who handled the deployment. I was one of them. There was a manager who did the workflow and the professional details. I did the operational side of the workflow and another individual did the overall review and is the owner.

The product does not require any maintenance. 

We did not use an integrator or consultant during the initial setup.

We've seen an ROI. The time we spent on organizing is a lot less than what we did before.

Previously, before Monday.com, our firm time was a lot higher. The firm time is when you are doing your organizing, saving documents, and checking your things to do. Now, it's a lot less. I would say 30% to 40% less time spent on organizing than we spent before. All of the time we saved, we carried over to billable time with clients.

We are customers and end-users. Our environment is 100% virtual, with everyone working from home. 

I'd rate the solution nine out of ten.

I'd advise new users to watch the tutorials. If you do not have the basic knowledge of how to use Monday.com, you can get lost very quickly.

When a platform has so many settings and solutions, that means that it's more difficult to set up everything, as it's not quick. When you set up a workflow, you have multiple options to choose from and then, when you choose an option, then you have other multiple options. You can mess it up pretty quickly. 

However, if you are watching the tutorials, and see and think ahead about how you want to set up your board and what you want to see, this platform would be perfect. That said, at first, you need to know what you want to see. A random setting up of boards, statuses, and labels will not be ideal. If you know what you want to see, then you can prepare. 

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. 

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. 

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. 

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. 

We've been using Monday for approximately 18 months.

The stability is good most of the time

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. 

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. 

Neutral

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

The initial setup was straightforward

We handled the setup in-house.

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

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

I use it pretty much specifically with a vendor to some of my other companies. They do have their own board to manage the business between them and those companies.

Since we use an inventory management tool and we're a hemp and cannabis solutions company, we integrate with a number of different software. It's definitely made it a lot easier and I've incorporated it into our SOPs, so it's fundamental to our business at this point.

I've incorporated it into our standard operating procedures. It is fundamental to every facet of the business, as now something as simple. I'm a little upset lately, since they changed for security purposes, the email function to the board, as I used to have my sales reps email their orders (when they got them) to a Monday board that goes to my office manager, where he knows to make an invoice and go ahead and move forward with things to invoice the client using QuickBooks.

Just the overall flow, once that client paid that invoice, I have an automation set up that, depending on what revenue bucket it falls in, it will trigger, to tell that project manager for that board that a new project has been paid and she can go ahead and start work and the team can start formulating or we can start ordering ingredients, or whatever the case may be. It's basically incorporated into every portion of our business now.

The types of columns that I'm able to put into a particular board and the data that that captures. I like the fact that I could drop in PDFs. I can't do that with Excel. I can just drop in different types of files which I couldn't necessarily do in Excel. I can drop images into Excel, however, I can't drop files that are PDFs. Most of the things that I'm trying to collect on a particular client are signed documents and working documents. 

It is user-friendly. I like the forms. I can have clients fill out a form. As far as making it easier, I would say the email feature, the automation really makes it special. The email feature where if say a status changes to complete, the fact that I can have a scheduled email to a client to say, "Thank you for doing business with us." I can a personal touch on it and have that go out on a timed basis so many days after they completed a project with us, they will get the message. Things like that have made life easier to be able to automate that stuff.

The sub-items have been incredibly helpful.

Monday is one of the more expensive tools available.

The columns don't have descriptions. I would love to be able to write an explanation for a column. I'm only able to label and title it. 

Based on each group, I wish each group could have a snippet. The top of the board has a little note section or a summary, however, sometimes I do it by vendor, where each group on a particular board is a type of vendor, where maybe we have co-packing projects or something like that going on. Therefore, it gets complex. 

If a new employee were to come in, it requires a lot of training to get them to understand the board, as there are things they just have to know. For example, a certain vendor is a type of lab to which we have to submit testing to, and we send specific types of products to certain labs. There's no way for me to write a little blurb about each group, rather than putting in a dummy or test item and having a comment section on that, which looks funny. The same thing goes for each of the columns. If you were able to hover over and be able to see it the way that you see a long text, if you hover over the long text boxes, you can see the whole thing. And if you were able to do that same function for one of the groups or column headings, it would be really helpful.

There wasn't much onboarding assistance. There are still things that, since we have a number of companies and I'm super busy going to these webinars, I sign up and I never can quite attend. It would be nice if there was a little bit of hands-on onboarding help. The same way that HubSpot, for instance, has its team reach out to you to say, "Hey, how can we improve?" I've organized it so that I could grab all kinds of KPIs and make my dashboard super intuitive and really gather a bunch of important information that I could use to improve the business, however, nobody really assists with that.

There are learning modules where I could go in, however, I'm very specific about the things I need to accomplish, and sitting on an hour-long video that doesn't pertain to my exact situation, where I have to play around with it more. Surely, I play around with things and I'm better than most at software stuff, as we have a software company, therefore, I'm used to dealing with this kind of thing. However, with the setup time, it would be really cool if they reached out to say, "Hey, if there's anything that I know you know that this software can do, that you're not utilizing since you just don't have the time to watch a bunch of videos and play around with it."

It was difficult to get to adopt it, however, it's fundamental now to how we run the business. We couldn't function without it, at this point, unless I adopted something new and applied the same, just I've invested so much time into creating processes around Monday.

With automation, I've gotten to the point where managing the boards is somebody's half of their job. Managing a Monday board is half of somebody's time. While it's a lot of work to use it, it does a lot of things that eliminate a lot of work that would need to be manual if we were using Excel or something that's free.

The clocking in and clocking out for people who are doing projects could be improved. I know that there's an integration that I could do with something called Time, or there are a number of others that I can connect to, however, it's got the functionality to do it. We're trying to use just Monday to do that clocking in, and clocking out, on various projects, however, it could be better. 

I've used the solution for about two-and-a-half years.

It's pretty stable.

Every once in a while, there may be some downtime, however, I just assume that is when they're making a lot of changes. Sometimes it's really slow, which sucks, as I have my employees clock in using it. 

Right after I moved a lot of our people over to hourly, we kept having some connection issues or it was slower than other websites were, due to an update or something like that.

The solution can continue to scale.

Technical support has been great.  

When you make requests, sometimes they say no. Like with the email change, I had to change up my process. They said it was for security purposes and they simply said that no, it's just going to be these long jingled things that make no sense, instead of whatever the old one was. They just simply said, we have to change them now to be a bunch of mixed letters and numbers and symbols for security purposes. I'm not sure why, and it is what it is. I'm fairly used to software people saying, "Your request, thank you for submitting it, but it is what it is." However, they're fast to reply.

Positive

I was using Teams to try to organize everything. Monday ended up being able to solve pretty much all of my problems. I've now incorporated it into all of my SOPs. 

I wasn't quite able to organize the flow of things and it didn't have the automation set up, and it was just difficult to visualize projects. As I couldn't do everything on the project management tool, I was doing some things on Excel. The fact that Monday is very similar to Excel, it made it a lot easier.

I had to basically get rid of my entire old team and onboard a whole new team. It was actually pretty intense. It was a very difficult thing. The old team was just stuck in their ways. We moved from being a smaller company and we were growing at a really fast rate, and I was the only one who was really organizing things. Now, I have a whole operations team, however, for a couple of years we were in a growth phase and it's just that the old team wasn't able to adopt the Monday change.

I have seen an ROI. I incorporated it into my SOPs. My business pretty much runs on Monday. My whole team actually is able to use this, however, I did have to have a lot of turnover to get people to use it. Of course, adopting change is always difficult, however, now my entire team does know how to use it and does use it, as it's a part of their job. That said, that was difficult to onboard originally.

It's one of the more expensive tools. 

I looked at a few others, however, I feel like Asana is very similar. I've worked with other companies where I'm able to log in to a particular board the same way you can on Monday. It's very, very similar and people like that just as much. I just went with Monday as it felt right to me.

Other software have very similar programming. I was pretty set on it. I went looking for a new tool and it met all my needs in a demo, and with a 30 day demo they were promoting that month. It worked out and now I can't not use it. I'm pretty happy with it, even though it's really expensive.

I'm a customer and end-user.

I'd rate the solution nine out of ten. There's a few things that would be great, however, I don't know if it's me not giving it the time to be able to do it correctly or if the program just simply can't do it.