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.

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.

We are a digital marketing agency and we were using monday.com as a platform to set up our projects and our clients.

The document sharing was very useful and a feature that really helped us to easily create and share documents freely in our team and with our clients. We could create a document in monday.com and share it with a client and they could also access and edit it at the same time. Overall, it was easier to collaborate as a team. Tasks weren't under the radar. The simplicity made it very helpful for us.

We have different clients for whom we do digital marketing. We could track reports and see which tasks had been done and which had not been done. We could also plan the tasks we should focus on ahead of time, the ones that were crucial. We had that in one dashboard and could track progress from onboarding to finalizing the project. That was a day-to-day use of monday.com which was really helpful.

With the platform that we were using before, we couldn't do that. We had to have another tracking system just to clock in on our tasks and record how long the tasks took. With monday.com everything was put together. We didn't have to purchase an additional service, which saved us costs and time.

The most valuable features are the way we could easily add tasks and track the timelines of tasks through a Gantt chart. That made it easier for us to see which crucial tasks were finished. It kept us aware of what tasks we have to do and which tasks were coming up. We could see, when we did onboarding of a client, each and every step that was put in place.

Monday.com was pretty easy and simple to use. Before it, we were using Basecamp and tasks could get forgotten and were not easy to track. monday.com made it easier for us to track our tasks in a timely manner.

The visuals were another of the good aspects. The colors and appearance made it way better than the other user interfaces that we used. The visuals were very helpful. The color combinations were very nice. Other platforms that we used, like Basecamp, didn't have all the visuals that monday.com had. It only had one visual, and you could change colors here and there. But monday.com made it very simple and very attractive.

A part that could be improved is notifications, as we receive quite a lot of them. We struggled to limit the number of emails that we were not part of. Within our team, there were different departments and sometimes we received notifications that were not really for us. They would be about a project that we were all in, but we wouldn't want to receive notifications from that project because we did not work directly on that part. If we could mute emails for projects that we are only following but not necessarily working directly on, that would make a huge difference.

Our company is based in Cape Town, but I work remotely in Pretoria. We also have workers who are overseas. Our content team is in Canada and most of our clients are from Canada and the US, while some are local.

We could easily get a hold of the support team. They were always friendly and very helpful when we were stuck and gave us different options for us to move forward. It was very easy and we could get assistance at any time.

We attended webinars that provided us with different tactics on how to use monday.com. That was very impressive because with other platforms we never had webinars or conferences in which they showed how different projects could be done.

Neutral

We used ClickUp and we used Basecamp before that.

monday.com was very straightforward. Even our clients could easily use it. The reason we moved to monday.com was that our clients were struggling to track things on Basecamp. monday.com was very easy and we found that we could work directly with our clients, collaborate and share documents very easily.

To create new projects using monday.com we had a systematic structure, so it was very easy. It was just a matter of finding what we needed to get ready and which documents were required. For onboarding, it would take us 20 minutes, maximum, to get our onboarding documents and send them to the client directly.

As long as we had added the client on the platform, we could easily communicate with them directly, and all the communication could be tracked as well. The client was able to easily integrate into the system and we didn't have to send emails.

It was easier, with monday.com, to create a new project than it was with our older solutions because we didn't have to send additional emails after we had integrated the client. With our other solutions, in some instances, we had to send emails separately to clients to follow up. But in monday.com, the clients could respond quite quickly because they could easily understand what was expected of them and what to expect from us, in a very simple and straightforward dashboard.

There was definitely a return on investment, even though it was a little bit pricier. The fact that we didn't have to purchase additional platforms to help us meant we saved a bit of money. We didn't have to pay for a time-tracking platform, which Basecamp, for example, didn't have.

The pricing of monday.com was a little bit high for us, especially here in South Africa, compared to Basecamp.

We evaluated ClickUp. We were using Basecamp and then we tried to use ClickUp but we found we preferred using monday.com. With ClickUp, there were things here and there that we were still not getting right, so we ended up using monday.com.

Maintenance is required when we assess challenges to make things easier to use and to integrate additional clients.

If you're looking for a platform where you can have an overall view of the progress of different projects, monday.com is an easy platform to use and you can track everything in one place. Everything is clearly set up for you to understand and see what comes next. It made it easier for us as a team to prepare on time and understand what the coming tasks were. If you want to simplify and track your work, monday.com is definitely the platform to use.

One of my customers is in the US and they wanted an integration of monday.com with QuickBooks. At that time, it was not available, not on the monday.com marketplace or in the monday.com native integrations. But I did it through custom app development and they were very happy with that. It was quite useful for them because they could easily generate invoices from the monday.com platform and an invoice would automatically be generated in their QuickBooks system.

If you implement things correctly, the entire team uses the platform and gets the benefit from it. It saves a lot of time. If they want to shoot out an email from monday.com, we can create an automation for that. For example, if the status of something changes, an email can be sent from the platform itself.

It also gives you visibility into the entire project and what phase your project is going through. This is what the reporting is all about. You get the complete analysis of a certain project, so for making decisions about project management, I would not give it less than an eight out of 10.

In terms of reducing project delays, the best part is that there is a widget in the monday.com dashboard that gives you insights into the project. It shows whether it is moving along and how many days are left, because we have given a timeline for the project. The platform calculates how much your project is at risk of missing the deadline. If it is at risk, management can decide to take certain actions. I would give it 10 out of 10 on this aspect. You can certainly reduce the risk by 20 to 30 percent.

From the user's perspective, and even for me as an implementation consultant, one of the most valuable features is the integration of different platforms with monday.com. In addition to that, the real-time reporting from the dashboards is also valuable, as is the ability to customize it. You can customize the dashboard according to your requirements and group things the way you want them. You can structure it per your requirements. The flexibility of the customization is most important on monday.com.

The solution's interface is fantastic and easy to use. This is quite a plus for monday.com, because the interface is quite user-friendly. Anyone can come onto the platform, analyze things, and start using the platform. And for viewing projects and timelines, it's a nine out of 10.

I have had customers whose requirements are so complex that we could not implement them on the monday.com platform. We have said to them, straight out, that it was really not possible on monday.com due to some of the restrictions of monday.com. The solution keeps evolving over time and I'm sure that we are going to overcome all the challenges that we have right now.

There are features that should be part of the monday.com platform. Because I am also part of the monday.com expert community, I keep on posting things, and I keep on doing boards for new features that most of the community members want to have.

One important feature that would help is if you store a file on monday.com and you want to email a message to someone along with that particular file, monday.com does not send the actual attachment, but a link to the file where monday.com has stored it. You can click on that link to read the file. But the link expires after no more than 10 or 15 days. I overcame the problem by integrating monday.com with Make.com. The process downloads the attachment from the link on monday.com and then sends it as an actual attachment so that it doesn't lapse. If monday.com could do that, it would be a good feature.

I've been using the solution for over three years.

I generally implement the solution for the users. I provide services to clients around the globe and I integrate and manage different applications in PaaS as well. If there is a requirement for a custom app development I also do that.

I started my career as a developer but the organization that I was working for partnered with monday.com for the North American region. They gave me an opportunity to switch to this platform because I had an interest in it and, at that time, it was very new to everyone. Even I was not aware of what the tool was about. I grabbed the opportunity, did my certification and all my research from the monday.com articles and documentation on their website, including the API documentation.

It's a stable platform.

It's quite scalable.

Their support is good.

Positive

Most of the time, the initial setup is straightforward.

It can be complex when you have to design the layout of monday.com, such as whether you want the information related on a single board or you want to bifurcate it on two boards. It can also be complex to design what the boards are going to look like and what kind of interaction there will be between boards.

The number of staff required for deployment depends on the complexity of the project. If custom app development is involved, then a team will work on that. Otherwise, I can usually do it myself. One person for a project is enough if there is no integration or custom development involved.

The solution doesn't really require maintenance, other than if you include renewal of the licenses. But, as time passes, you may have changes in requirements and what you want to implement. In that case, if there is custom development, there is that kind of maintenance.

The licensing cost is not that high for monday.com.

However, if you need an implementer, the cost is high because there aren't so many monday.com professionals. People are now coming to the technology and learning monday.com skills. But when I started, I believe I was very one of the few monday.com professionals in India. That's the reason the rate is so high for monday.com implementers.

monday.com is divided into two server regions: One is based in the US and the other is in Europe. When you deliver a solution to the customer, the customer has to buy a license and gets his own domain or account, which is already deployed on the cloud. 

If we refer a customer to monday.com, we will get a commission. That is how the monday.com partner channel works.

I was going to use Asana, because a customer from the US, a very large healthcare organization, wanted to migrate data from monday.com to Asana. When they reached out to me and said that they want to make that move, I was shocked because monday.com was doing so great. I asked why they wanted to move. They said they were not happy with the platform. They were not initially my customer. When I went through Asana, to be honest, I found it more difficult to use than monday.com. The user interface of Asana is not so clear or user-friendly, compared to monday.com.

monday.com is not difficult to use, but you would require training and certification to implement things on your own. As an implementer, what is more important is that your analytical abilities should be strong enough to analyze the customer's requirements, what they want and how you are going to proceed with the implementation of monday.com. Anyone can come to the platform, create a board, and create the columns, but it's the consultant's responsibility to analyze the customer's requirements. You should have training or certification. Without that, I don't think you'd be able to implement the complex solutions.

The time it takes to create a new project using monday.com totally depends on the requirements and the complexity. Integrating monday.com with different applications will take more time.

My advice would be to do a proof of concept first. It depends on the requirements of your organization, but I would definitely recommend monday.com. But, be careful to go with a good implementation consultant. You may go to a consultant and say, "This is the solution that we want," but he implements a simple solution and charges you heavily, and there is still a problem in your system. So be very careful about choosing your implementation consultant.

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.

It is a project management tool. My last client was a lawyer. I used the solution to manage his project.

The product is quite simple to use.

The documentation must be available in French. I had to translate a lot for my client.

I have been using the solution for four months.

I have no problems with the tool’s stability for the moment.

Around ten customers are using the solution.

The product is quite easy to set up. Once I explained the product to my clients, it was easy. It took me ten days to deploy the tool. It is a cloud-based product.

I did not need a consultant’s help to deploy the solution.

The product is not expensive. For the moment, the price is not a problem. I pay annually for the solution.

I would recommend the product to others. It is quite a simple tool for people who do not know how to manage projects. Overall, I rate the tool a seven out of ten.

I own a 3D design studio in Belgium and work with several clients in Belgium and the Netherlands. My team consists of 12 3D artists and three project managers. 

We work on up to 30 projects at the same time which means keeping track of each and every project can be difficult and get very messy sometimes. That's why we use a tool like Monday to keep a good overview of each project and in which phase each project is. 

We track the next deadline, the amount of previews that our client has already gotten, extra notes, etc. Basically, it helps us to be organized and never have a project fall out of sight.

Monday has given us a clear overview of all our projects as well as all our tasks.

We write down to-do lists for the other managers so they know what's a high priority and a less high priority. We can also see which task has been done which is super handy.

We have project overviews to keep track of each client and project and I can also see what the other managers are doing. Is the project ready or still in review. Now I can just look on Monday and see what is going on internally. We save a lot of time with this.

We also have integrated Monday into many other systems like Airtable and Stacker and built a whole system around it to make our lives so much easier.

The most valuable feature of Monday is that we have a clear overview of what is actually going on in our company.

I can see in which phase a project is and what the next deadline is as well as if the project is on hold or almost done. 

Each project is categorized between the different 3D renders that get ordered and we can keep track of each individual render step-by-step. 

When I am away my other colleagues can check the Monday board and find the status of each project that I have been working on. The note option makes it very convenient to leave little remarks for my colleagues as well.

Monday could be improved if it could be linked with Google Calendar. This way, I can add deadlines directly on Monday for my whole 3D team and they can automatically see it in their Google calendars or the general calendar when their next deadline is going to be and for which project. Now we fill it in separately and it could save us a bit of time.

We also use Clockify to track the time spent on each render. Maybe it would be handy to have some type of clock or icon that shows how much time is left within the budget that the specific project got sold for.

I've used the solution for 1.5 years.

So far, we had not had any incidents with Monday.

We have an automation in place that allows us to easily duplicate setups.

A standard workflow is pre-made and it saves us a lot of time when starting up a new project.

We set up our project in Airtable and all the data gets processed on Monday automatically.

Customer service replies fast and has helped me many times.

I can't say anything bad about it.

Positive

I did not use another solution.

Standard templates were not suitable for our company after a while.

We, therefore, built a whole automated system with a professional which is quite complex to do ourselves.

We did not have any outside help. 

There is no way of directly measuring an ROI, however, it's my understanding it saves us a couple hours per week.

Monday can get expensive if you want to add a lot of members to it. Only members can change things on the board. Click-up is free, however, Monday is just much easier to work with so that's why we went with Monday.

We also looked into Trello, Asana, and Click-up.

I am a solo-preneur. I coach moms with spirited children so they can yell less and have more fun with their families. I offer my clients several ways to work with me and so I needed a simple way to manage my many clients and the various packages they have with me. I also have several different kinds of clients and Monday.com allows me to differentiate my clients all on the same page. Monday.com also allows me to set up reminders so I can always serve my clients in a timely manner as well as keep them on track for success. 

First, it's attractive and colorful. I really love the way it looks as it keeps me feeling positive. Monday allows me to track client progress and projects with my VA. My VA can log in and see where a client is in the process of their package with just a glance so my VA and I are always on the same page. I can also communicate with my assistant through Monday.com so there's much less back and forth on email and text. Monday.com keeps our communication so simple. I've tried other programs in the past, however, they were too much or not flexible enough. Monday is perfect for my small biz.

I love being able to set up alerts. My assistant and I no longer "forget" to send a testimonial request. It also allows me to allow clients to pause their coaching package due to vacation, for example, and it reminds me to resume scheduling my clients. My VA and I are always on the same page and use Monday.com every Monday (not kidding) when we have our weekly meetings. We literally go through the client boards and get caught up on where each client is in their progress through their packages. We frequently post updates. 

It would be helpful if I could integrate Google Docs with Monday somehow. I keep spreadsheets in Google Docs to track my income and keep track of my sales goals. I have not figured out yet how to do that on Monday.com 

I also would love to be able to export Monday boards to Google docs somehow. I plan on expanding my business to teach other parenting coaches to run a successful business and I know I'll recommend Monday. Perhaps I should take some online Monday.com classes so I can learn more about the features I am not using?

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

It is very stable.

I'm confident I will grow to use more of Monday.com's features.

I don't think I've used technical support.

Neutral

I've tried Slack and it was too much. I tried Asana a long time ago, but again, it was too much. Monday.com is perfect for me as I get to use it for my small business.

The setup is simple. I just started using the boards available and ended up making my own

I did not implement it through a vendor.

The time I spend on Monday saves me time as I'm not shuffling papers. I don't have a direct ROI link to income.

Don't be afraid to invest in the yearly cost of a CRM.

I looked at AirTable and Trello (which is very popular with coaches).