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Operations Lead, Vendor Merch Ops at Goop Inc. Limited
User
Excellent automation with helpful integrations and search functionality
Pros and Cons
  • "Automations are the most useful aspect of the solution."
  • "BCC Outlook integrations could be better."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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).

Buyer's Guide
monday.com
January 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.

For how long have I used the solution?

I've used the solution for two years.

What do I think about the stability of the solution?

It's stable.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We were using Excel and Outlook before Monday.com.

How was the initial setup?

The initial setup is straightforward. 

What about the implementation team?

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

What was our ROI?

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. 

What's my experience with pricing, setup cost, and licensing?

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

Which other solutions did I evaluate?

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. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Ben Davidson - PeerSpot reviewer
Front End Developer at a marketing services firm with 1-10 employees
Real User
Great management with helpful Gantt views and useful subtask functionality
Pros and Cons
  • "Being able to see everything at a glance and check task status, is wonderful."
  • "Speed and reliability need to be better."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

We've been using the solution since 2019.

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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. 

What about the implementation team?

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.

What was our ROI?

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. 

What's my experience with pricing, setup cost, and licensing?

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.

Which other solutions did I evaluate?

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. 

What other advice do I have?

I would advise others to give it a go. It's been great for task management with collaboration on top and some web-based integrations like Slack, Github, or Microsoft Teams.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
monday.com
January 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
831,265 professionals have used our research since 2012.
COO at KifCure
Real User
User-friendly with great automation and sub-items
Pros and Cons
  • "The sub-items have been incredibly helpful."
  • "Monday is one of the more expensive tools available."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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. 

For how long have I used the solution?

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

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

The solution can continue to scale.

How are customer service and support?

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.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What was our ROI?

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.

What's my experience with pricing, setup cost, and licensing?

It's one of the more expensive tools. 

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1848399 - PeerSpot reviewer
Director Of Web Development at Beyond Marketing, LLC
User
Easy to use, improves productivity, and has helpful technical support
Pros and Cons
  • "I love the automation and level of customization available for the automation."
  • "If I have 20 items that all have a deadline of 3/24, I'd love to be able to update them all at one time rather than individually."

What is our primary use case?

I work for a small digital marketing agency. We use Monday.com for almost every facet of our business - from managing all of our website design and graphic design projects to Customer Relationship Management to website maintenance requests. 

I personally use Monday.com for managing all the details of our website design projects. Given that these projects have hundreds of tasks across many weeks, incorporating Monday.com into our workflow has not only made our lives easier it has also given our clients a level of confidence in being able to see the project fully planned out.

How has it helped my organization?

Monday.com has been a massive step forward for our team in terms of boosting efficiency and productivity. 

It provides an easy-to-use platform for us to track the many details that go into a website design project and easily house all of our communications with our clients. 

Before using Monday.com, I was using a lot of checklists and relying on email communications - which was very time-consuming. Having everything in one place so the client can easily get a global view of the project and when to expect things from our team allows us to manage more projects and ultimately earn more revenue. At this point, I wouldn't even know how to function without this tool. 

What is most valuable?

I love the automation and level of customization available for the automation. It really helps us all stay on track and on top of our deadlines.

I love the Gantt chart view which allows me to see where projects will potentially overlap or where individual team members may have too much on their plate. Monday.com allows me to see ahead and plan ahead so we can minimize frustration while maximizing our output.

I love that I can easily duplicate boards - which is a huge time saver when I'm setting up new website design projects.

What needs improvement?

I would love it if there was a way to update multiple cells at once with the same data point. For instance, if I have 20 items that all have a deadline of 3/24, I'd love to be able to update them all at one time rather than individually.

I would love to have a way to hide an entire group within a board from the client for internal conversations. This may exist; I just haven't figured it out yet if that's the case.

Honestly, those are the only two things I have run into, other than that, I have everything I need.

For how long have I used the solution?

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

What do I think about the stability of the solution?

It seems very stable.

What do I think about the scalability of the solution?

My impression is that it is highly scalable. The more you use Monday.com, the more ways you will find to use monday.com.

How are customer service and support?

Anytime we have a question about Monday.com, the support team is quick to respond.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We previously used Basecamp which was also nice, however, we felt that Monday.com offered a much more robust offering that could be used across many more facets of our business.

We had previously used Asana (as a guest) on some of our client's accounts. We preferred Monday.com's interface and functionality.

How was the initial setup?

I didn't personally do the setup, however, it is my understanding that it was straightforward.

What about the implementation team?

The setup was handled in-house.

What was our ROI?

I could not put a number on ROI, however, I know it has improved our efficiency which allows us to take on more projects.

What's my experience with pricing, setup cost, and licensing?

The money that you spend on Monday.com is well worth it. It will likely pay for itself in terms of the time it will save you.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1843203 - PeerSpot reviewer
Senior Manager of Operations at Clark Nuber PS
User
Customizable with a good user interface and a short learning curve
Pros and Cons
  • "I like the ability to customize so that we can create a system that works for us, and easily iterate it as things change."
  • "The inbox and notifications section is not great, therefore, we don't use the comments field to communicate with each other."

What is our primary use case?

We are a 35-person accounting services department within a larger accounting firm, and our department uses Monday.com to track the recurring monthly, quarterly, and annual accounting engagements as well as regular business filings, one-off unique projects for clients, and some of our internal processes. 

We use it as a workflow tool to track various stages and statuses of task in a project, and as our personal work to-do lists. We use it to onboard new employees, as well as a topic tracker to create agendas for our task force department initiatives.  

How has it helped my organization?

We were tracking our work in a few different places that weren't very user-friendly for regular updates. 

For 85% of our work, it is on a recurring basis (either monthly, quarterly, or annually) and we need the same engagement to roll each month and create a new project for the subsequent month. 

Monday.com helped us capture all the work we're doing in one place, with liveability to provide timely updates on the status of projects, and it allows us to create customized boards to track the tasks associated with each engagement. It gave us the flexibility to build it how we want it to suit our unique mode of operation (a lot of small recurring processes). 

What is most valuable?

We chose Monday.com for the flexibility. It is relatively easy to build a basic board for tracking projects and tasks. 

It has a pleasing and pretty user interface, allowing conditional formatting and color coding for easy visual tracking of projects and statuses. It doesn't take much training to get up and running in it. It's easy to pick up and click around and figure out how to build a basic board. 

I like the ability to customize so that we can create a system that works for us, and easily iterate it as things change.  

What needs improvement?

The inbox and notifications section is not great, therefore, we don't use the comments field to communicate with each other. We instead communicate outside of the platform in Microsoft Teams. 

It is hard to maintain when you have linked boards, automation, etc. It can doa lot, however, that means it requires a lot of upkeep too. We didn't purchase the Enterprise package. Our representative mentioned that would have provided advice and a roadmap for supporting our rollout, however, we couldn't have known what we wanted out of the gates. Therefore, it was best that we implemented it ourselves, however, at this point it's a little sprawling and on the brink of becoming unmanageable. 

For how long have I used the solution?

I've used the solution for three and a half years.

What do I think about the stability of the solution?

A few times it'll have an outage or glitch, however, it never lasts more than an hour or so.

What do I think about the scalability of the solution?

The solution is definitely scalable, however, it would require a champion or team of people with a significant investment of time to stay up to date and manage the flow of boards.  

Which solution did I use previously and why did I switch?

We used a combination of a variety of tools, including shared Excel docs, Outlook calendars, and Smartsheet.

How was the initial setup?

The setup is pretty simple and straightforward. That said, we were much smaller at the time (maybe 20 people). 

Which other solutions did I evaluate?

We evaluated Asana and Trello.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Kai Chan - PeerSpot reviewer
Student at The University of Nottingham Malaysia Campus
Real User
Top 10
Easy to use but fails to provide a free version for an extended period of time
Pros and Cons
  • "I don't really use the tool's advanced features, but I think it is quite convenient that I can just link the remaining timeline to calculate the set of end dates and the start dates."
  • "If I want to use the product after I have completed my assignment, or if I want to use it for some of my other projects, I don't really get to use it again."

What is our primary use case?

I used the tool for my assignment as I am a university student. I use the tool as a project management solution for presentations. I am using the tool to manage my final year presentation and thesis. As I am required to use a project management tool, I started to use monday.com, specifically because its interface is quite attractive and easy to use.

For project management purposes, I use monday.com to manage my timelines.

What is most valuable?

I don't really use the tool's advanced features, but I think it is quite convenient that I can just link the remaining timeline to calculate the set of end dates and the start dates. The tool can also auto-calculate the remaining days, and I can also figure out whether it is overdue or is still within the timeline that I had set, making things quite convenient for me.

What needs improvement?

The product fails to provide a free version for a long period of time. From an improvement perspective, the tool should provide its free version for a longer time. If I want to use the product after I have completed my assignment, or if I want to use it for some of my other projects, I don't really get to use it again.

For how long have I used the solution?

I have been using monday.com for two months. I am a user of the tool.

What do I think about the stability of the solution?

It is a stable solution. Stability-wise, I rate the solution an eight out of ten.

What do I think about the scalability of the solution?

I am just using the product for my assignment.

How was the initial setup?

I rate the product's initial setup phase a seven on a scale of one to ten, where ten is easy and one is difficult.

The product's deployment phase took a day after watching a tutorial from YouTube.

The solution is available on its website.

What's my experience with pricing, setup cost, and licensing?

I am using the tool's free version.

What other advice do I have?

The tool's automation feature is not relevant for me because I don't really need it for my assignment.

I recommend the tool to others because it is easy to use, but I am not sure whether it would still be easy to use if you have more complex applications.

I rate the tool a seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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PeerSpot user
reviewer1848393 - PeerSpot reviewer
Director of Creative and Strategy at Chickenango Marketing Solutions
User
Great real-time visibility with helpful automation capabilities and great technical support
Pros and Cons
  • "Monday is great in that everything is in one spot and you can connect boards as well as create your own automation."
  • "We'd love the ability to be able to build and export reports based on multiple boards."

What is our primary use case?

We are a small agency and needed something to ensure quality project delivery as well as something we can use as a basic CRM tool. It has allowed our small team of five to handle over 30 projects going on at one time. We have a large government client where we have projects of at least 15 going on at one time and allows us to create a process for each one that is streamlined. Quality control becomes much easier and giving out tasks to multiple team members is also invaluable for our team to deliver for our clients.

How has it helped my organization?

It has helped keep busy team members on task and our leadership team to project and track business development needs. 

It has helped all team members collaborate in real-time. 

It has helped our leadership team and project delivery team keep track of what is going out the door each week as well as forecast revenue and projected workload for the next 3-6 months. 

Monday is great in that everything is in one spot and you can connect boards as well as create your own automations. Our team would need several different tools to do the same thing and the price per year is reasonable for small businesses.

What is most valuable?

The ability to house information that everyone can access in real-time, using a board as a CRM tool and exporting it out to a usable file format like Excel has been a lifesaver for our team - especially during holiday card time. 

The product makes it easier to be in control of privacy compliancy with the contacts we collect on a daily basis. 

We also love the fact that you can create your own automation. This has allowed us to create a project closeout process proprietary to our firm. Monday is so robust that we are still discovering features and enjoying the new ones the Monday.com team rolls out. 

What needs improvement?

We'd love the ability to be able to build and export reports based on multiple boards. We now have to take the information out and build our own reports which takes an extra step. It would be great to add our own branding to these reports and cut out that extra step or extra program we'd need to use to make that report. 

We'd also love to be able to connect contacts to boards or have a column to connect a client contact or lead to each project instead of having to type it in, etc. We'd like to be able to connect different workspaces as well.

For how long have I used the solution?

Our team has been using the product for 1.5 years.

What do I think about the stability of the solution?

The solution is very stable.

What do I think about the scalability of the solution?

The solution is very scalable.

How are customer service and support?

Technical support has been great.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We did not previously use a different solution. 

How was the initial setup?

The setup is straightforward.

What about the implementation team?

We implemented everything in-house.

What was our ROI?

We don't know our ROI.

What's my experience with pricing, setup cost, and licensing?

It is very reasonable in terms of price and easy to set up.

Which other solutions did I evaluate?

We also evaluated Slack and CRM tools.

Which deployment model are you using for this solution?

On-premises

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1843152 - PeerSpot reviewer
Founder at Givr Packaging
User
Easy it is to view, use, and manipulate information
Pros and Cons
  • "It allows us to get everyone on the same page at their local terminal without having to sync everyone on ten different software solutions."
  • "Currently, we run our accounting on Quickbooks Online and we are forced to use their reporting tools to bring out the data we want to see. I would much rather have Quickbooks integration that allows us to more seamlessly pull transactions into Monday in real-time and allow us to manipulate that data on the Monday interface."

What is our primary use case?

Monday.com runs nearly our entire organization from inventory to CRM, and from our inbound lead management to our ERP. We rely on Monday.com to keep everything organized and everyone on the same page. We are a packaging company and we also manage our entire design department across full-time on-site, full-time remote, and freelance remote employees. Our prepress department also runs entirely on Monday.com. Without Monday.com we would have to use several other software solutions - which sounds like a pain.

How has it helped my organization?

Before Monday.com, we were using a program called Asana. It was very superficial for our needs and resulted in much of the more sophisticated functionality is lacking. We then switched much of what we were doing to some other software like Trello, however, I personally didn't like the interface and the UX as much. One of our employees actually found Monday.com and we began using it for smaller things. Over time, we were able to move almost 90% of our workflow into Monday.com. It has been a game-changer for us. 

What is most valuable?

One of my favorite features is the ability to segment work from each department into boards all while giving everyone on the team access to all of the information. We run our entire design department on Monday.com even given the fact that our team is full-time on-site, full-time off-site, and part-time remote. It allows us to get everyone on the same page at their local terminal without having to sync everyone on ten different software solutions. The mobile app is supremely helpful as well given how easy it is to view, use, and manipulate information. 

What needs improvement?

There are two main areas I would like to see Monday.com really improve: 

1) Integrations with QuickBooks Online, and 

2) Easier transfer of data, sheets, and specifically calculations from Google Sheets. 

Currently, we run our accounting on Quickbooks Online and we are forced to use their reporting tools to bring out the data we want to see. I would much rather have Quickbooks integration that allows us to more seamlessly pull transactions into Monday in real-time and allow us to manipulate that data on the Monday interface. 

With Google Sheets, we are using a large spreadsheet that has many calculations in it. I would like to move all of that to Monday.com. We are limited on a number of columns currently, and, when we tried to transfer everything over, none of it worked. That was disappointing. 

For how long have I used the solution?

I've used the solution for three years.

What do I think about the stability of the solution?

The solution is fairly stable. There are some bugs when inputting data into certain places. Otherwise, the platform is rather stable.

What do I think about the scalability of the solution?

The product is very easily scalable. 

How are customer service and support?

My personal experience is non-existent. However, my team says the support is phenomenal. 

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We have previously used Asana and Trello in an effort to manage our business. 

Asana was too superficial at the time when we used it. Trello's interface was not as intuitive as Monday.com's. We switched when we saw the ease of use and the ease of manipulating both the data and the appearance.

How was the initial setup?

The setup is straightforward and very intuitive and there are plenty of tutorials online via YouTube. 

What about the implementation team?

We handled the solution in-house. I wasn't aware there were vendor teams.

What was our ROI?

It's tough to say what our ROI is since we consider Monday a fixed cost. 

What's my experience with pricing, setup cost, and licensing?

I would advise using the free version as long as possible. 

We paid for the program after we decided it was a good fit, however, I would let a team work with the program on a smaller, more isolated project first, and then decide if it is a good fit as you scale the team on the software.

Which other solutions did I evaluate?

Before switching we did evaluate other options. 

The first option we used was an Excel spreadsheet. That didn't last long. We then switched to Google Sheets, which has worked for some of our businesses, however, ultimately, as we scaled, it became too cumbersome for multiple people to work at the same time. 

We then tried Asana, which was superficial in its capabilities for our workflows. From there we tried Trello. I prefer the column and row approach to managing my data, so Trello's wasn't a great fit for me personally. 

What other advice do I have?

I'd advise users to get the QuickBooks integration.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: January 2025
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.