What is our primary use case?
I have a three-person team (plus myself), where my team works offshore and I'm US-based. We use Monday.com primarily as a project management tool. However, I also use it heavily as a CRM and personal task management tool.
I love that I can integrate it with our Google Workspace accounts efficiently. We're a design team, so sharing drafts of work is constant.
I plan my team's daily workload with detailed steps, often up to 75-100 customizes steps, and respond to drafts across the project journey.
For the CRM, I am manually entering leads that come through a combination of Dripify + LinkedIn + LI Sales Navigator, although I do wish there was better optimization and integration with that.
How has it helped my organization?
Communication and file organization are centralized (instead of emails and file share via Google). I chose Monday.com over Trello, Wrike, or other competitors due to the user interface and ease of customization.
Emails alone were becoming extremely challenging, especially with finding specific files or emails. We just started sending emails to boards as well which has been a game-changer. I know these are somewhat standard project management solutions, however, Monday.com does it in a way that's far more intuitive and easy to customize. That's the key difference for my team.
What is most valuable?
Customization is #1 for me. Since I'm using it for a variety of purposes, not just project management, I can customize boards and workspaces based on the needs of that particular workflow.
Communication tools have been fantastic, and my team has adopted them well.
Time tracking is pretty good. It could be more robust, however, it's been fine so far. Previewing of files has been fantastic as well. I love not having to download every single file to see it.
I live in the notifications; it's what I visit first thing every morning to see my team's updates.
What needs improvement?
I'd like better CRM integrations. It currently does not stand up to HubSpot or SalesForce when it comes to integrating well as a CRM. Improvements there would be huge.
I'd hugely appreciate a more price effective solution to scaling up and down my employees as well. It gets very expensive to scale.
Also having a "lite" version of the application for executive user's who just don't have the ability or time to dive into the full version of the platform. Something like a customizable view link for either execs or clients who just need snapshots of specific things.
I could also use the ability to separate companies. I run two companies in Monday.com and it's very challenging to separate notifications for different users and companies.
Also, I need more features for mobile. I can't seem to delete action items on mobile or have other basic abilities that would allow me to be more independent from my computer. Also, I'd like better integration with iCloud for managing files on mobile.
Lastly, they should offer PDF annotation directly in-app would. I could provide feedback without the need to download the file or use external applications.
For how long have I used the solution?
I've used the solution for about two years.
What do I think about the stability of the solution?
The stability is not so great. It needs improvement for sure. When it goes down it is dead in the water until fixed and brings my business to a grinding halt. In terms of day to day the web version is generally not very buggy, it's more about the times where everything just stops working. The desktop version is quite buggy because it's essentially just pushing the data out to the web version on the fly. So I often find things don't update, or the desktop app in general can be buggy. I will sometimes add detailed items then they won't save. It's not often, but when it does happen it's quite frustrating. So I abandoned the desktop version in favor of the web version which is generally a lot more stable (when its not down that is).
What do I think about the scalability of the solution?
From a cost standpoint it's not ideal for smaller businesses like mine. Technically the platform is easy to scale team members and section them off.
How are customer service and support?
Support is very good, fast, and knowledgeable - especially with more custom "what if?" kinds of questions that are more about custom workflow solutions. They are quick to provide potential workarounds or integrations that could work.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I've used Trello and Wrike in the past with companies I worked as an employee of. I never liked them. Once I started my own company I wanted something way more customizable. I went with Monday.com and have been very happy.
How was the initial setup?
The setup offers plenty of videos that are easy to understand and I also like the sample boards a lot. Support responds fairly quickly with answers so I'd rate the ease of implementation very high.
What about the implementation team?
I personally handled all setup, training, and implementation.
What was our ROI?
I'd say I've seen an average ROI. I cringe when I get the bill each year, however, I know I need it. If it were much more though, I'd have to reconsider out of sheer survival.
What's my experience with pricing, setup cost, and licensing?
I'd advise new users to expect to pay a lot more than you're used to. Also, that scaling is a pain. However, if they need something more user-friendly and customizable, it's the only way to go.
Which other solutions did I evaluate?
I had already evaluated Trello and Wrike through direct experience.
What other advice do I have?
The system has been pretty buggy as of late. I've abandoned trying to use the desktop application and the iOS app is super buggy as well. I will add items, with detailed comments, and they will just disappear. Stability should be a priority over enhancements in my opinion - at least until they are solved. My business comes to a grinding halt when the platform goes down, which has been nearly once a week this past month.
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.