monday.com Reviews

We primarily use Monday.com as a CRM for our digital marketing agency. Utilizing automation and integrations is key to our success. With Monday.com we take in orders and break them out into their individual campaigns and disperse creativity and instructions to our entire team within minutes. 

We are also able to keep track of things like campaign timelines and any updates to campaigns and of course we are able to follow our budgets in order to make sure we are spending the correct amount of money for our clients. 

The customization ability of Monday is unmatched. The service is so user-friendly to make what your company needs a reality is as easy as 1.2.3. 

With the ability to stay organized with Monday.com we have been able to grow our company from four members to ten in the past year and are continually adding more and more clients by the day. With the time we save using Monday.com we are able to triple our efforts for our clients making it that much more likely for us to gain and keep business. 

Integrations and automation make it easy for us to get notified and key on top of our heavy workflow. With integrations and automation, we can notify a whole team when campaigns need changes or sales reps when we need client information. 

We are also able to make the workflow work for us so we can track all parts of the campaign's lifecycle from infancy to completion. 

Monday's integrations and automation make it so the company can work efficiently and on time to maximize our returns and gain new customers.

We need the product to keep adding automation - specifically more subitem automation. Subitems have been becoming a valuable commodity for us in helping keep track of all the different parts of our digital campaigns. However, there are only a few options when it comes to subitem automation and integrations. 

I would like to see more ability for subitems and main items to work together. It can be a little frustrating to have to work with the main items so much when the proper details are in the subitems. 

I've been using the solution for four years.

Technical support has been super helpful.

Positive

We had no previous solution.

The initial setup was complex, however, it was mostly due to learning the system and having exact needs that weren't (but now are) available.

Our in-house team set it up.

The set-up is a little tedious, however, it is worth it. There's tons of material and helpful information out there so make sure to read through it all first. The pricing is very fair, especially for smaller companies like ours. 

We looked into Zoho and TigerLRM.

I run a ten-person venture-backed startup. Monday.com has helped us project manage and makes visibility across all teams easy. We plan all of our projects and our six-month company level plan on Monday.com, including engineering, supply chain, marketing, CX, admin, finance, legal, etc. 

We have a single source of truth for the status of all projects so we don't have to ask each other for updates manually. 

Since the tool is so easy to use, our team members can all learn it quickly and create new boards, projects, tasks, and views easily. We also use Monday.com to onboard new employees and track the onboarding tasks, which makes it easy for new employees to learn the tool and get used to using it to track their work. 

We've tried using it for marketing KPIs and other integrations. However, we have been less successful there.

We most heavily use the task views - including boards, groups of projects, tasks with various metadata (details, documents linked, assignments, due dates, status, etc), and then use a few views like the Gantt chart and the timeline views. 

Those have been extremely helpful for us as we are juggling many projects as a tiny team of ten. We also have several cross-functional dependencies - a delay on one team causes a delay for others as well, and we need everyone to have visibility into that. That makes communication much easier.

I wish there were better notifications and dashboard views with analytics around the status of projects, etc.

We've tried to use the marketing analytics and some of the integrations to pull outside data in, but they've never worked well. It's hard to create views of data on Monday.com

I also wish there were better logic tools, I want to be able to conditionally color certain columns based on if/then statements or values in other columns. It would be helpful to create a Slack notification based on upcoming due dates and to be able to customize the time delay and channel. 

I've used the solution for over a year.

The product has a great SLA.

The solution is highly scalable.

We previously used Asana and Trello. We needed a more easy-to-use tool.

The initial setup was straightforward. 

We handled the setup in-house.

The ROI has been moderate.

Monday.com is cheaper to start than most other tools, however, the pricing sneaks up on you.

We did not evaluate other solutions.

As an email designer, I use Monday to organize copy for emails between myself and our e-commerce manager. It really helps us keep timelines straight and organized with information that could be easily lost in someone's inbox. 

Someone will upload a copy and any necessary imagery, and assign the task to the appropriate person and it helps keep every team member all on the same page.

The archive system is also very helpful for clearing out tasks once they're finished. 

Monday.com is an easy and simple way to share ideas that can undoubtedly get lost in inboxes. 

It has simplified communication on our team when it comes to relaying any and all information for our email marketing campaigns. Nothing is getting lost in anyone's inbox - the information is all right there to be referenced by anyone at any time. 

All of our deadlines are being hit in a prompt manner with time to spare. This solution has made our organization very happy with managing timelines and workflow.

The feature that I have found the most valuable is the project labels and organizational tools. I find that this keeps everyone on the same page and limits questions about who's working on what and what stage that project is in. When those questions arise they can be answered by going to Monday.com and the team members who are working on the project can continue to work on it uninterrupted by simple questions. It helps keep the flow of the workday running without any hiccups.                    

The service could improve in its ability to automatically update. In my experience, if new projects are created or old projects have been updated the view of anyone who is already on Monday.com does not automatically update. This can lead to people working on old or outdated parts of projects. I have found it necessary to manually refresh the page periodically just to be sure everything I'm seeing is current and correct. This would be a nice update to include in the next release.

I've used the solution for two years.

The product is mostly stable; we only had to deal with one or two outages.

The solution is very scalable.

Monday is the first thing we've used for this.

I did not deal with any pricing information.

I was not on the team that evaluated options.

Our product development team uses this to manage projects as most of our employees are remote. 

Each project gets its own pulse and we maintain updates about the status of projects on each pulse. 

Each week, we have a meeting to review the status of projects and it’s so nice to have Monday to refer to for these meetings because everything is laid out - from designs to copy to production lead times and everything in between. 

Monday is our home base for everything product-related, but we also use it for other teams as well.

Since there are a lot of different aspects of any given project, it helps our team stay on track with deadlines and be accountable. For example, our supervisors can log on and check-in at any given time to see where something is and determine if it is on schedule with the projected timeline. Even the projected timeline is something we plug right into Monday. Monday is really customizable to suit any team in our company, so we all use it to manage our tasks and keep all of our info organized.

Being able to assign our individual tasks helps us a ton. I’ve worked with other companies that did not use Monday, and sometimes things would fall through the cracks as there were misunderstandings about who’s the responsibility it was to do something.

I also really like establishing a focus of the day so I can refer back to it after sitting through meetings or having a break. It helps keep me organized and motivated throughout the day. Truthfully, I do love all of the features on Monday, I can’t just choose one.

It would be so cool to have live chat with team members when needed instead of having three different apps for work-related tasks. 

Right now, we have our task management service, which is Monday. Then, we have a separate app that allows us to shoot out messages to each other or even different teams to check in throughout the workday. This app is nice because you can let someone know when you’re still logged in for the day, when you’ve logged off, when you’re on vacation, etc. it would be great to just combine Monday and this other service.

I've used the solution for four years.

We’ve used this service for four or more years without stability issues.

It is extremely scalable.

The customer service has always been helpful, although I haven’t had to use very often.

Positive

We’ve used Monday since I’ve been with the company.

The initial setup is straightforward.

An in-house team handled the implementation.

I’m not sure what the ROI is.

I don’t personally know the cost.

I’m not sure if we've evaluated other options.

We are a sales training company, and the instructional design and creative teams use Monday to keep projects on track, moving from design, to review, to proofing and communicating internally throughout the project. 

We have also started using it with the marketing department, and hope to move the entire company on it by the end of 2022. We have an internal team that is using Smartsheets, so we might use a third-party integration to get the two platforms to talk to each other. However, Monday is more fun.  

It has saved a million emails from flying into our inboxes. With multiple team members on multiple teams through the complicated process of designing a curriculum, this has really created a single place for file sharing, project management, and communication and also gives me an opportunity to have a high-level look at all the work that is happening in the department. 

I cannot imagine operating without it. Additionally, since it is so user-friendly, most people can get the hang of it after a day or so. 

Automation is great. We have mastered the automation and find it incredibly helpful. I personally like the ability to color-code and create our own labels for things. This way everyone can organize a system that works for them.

Additionally, the dashboards and the llamas might be my favorite part. We have even adopted the llama as our marketing department mascot and have some stuffed llamas around. 

I like that it integrates with Slack. I keep the notifications off of my email and just hear them in Slack to keep my day from getting too chaotic.

We'd like to see cross-board automation. My marketing department has a board for the content writer and uses that content to pull into the email and social media calendars. She has not been able to figure out a way to make the two boards talk to each other. That can be a user error on our part, however, if it is not, having the two boards' ability to link - like when one project is completed off a board it gets updated and moved to the new board - sort of like a cross-departmental function within the platform

I've used the solution for over a year.

Over the past couple of weeks, we have noticed a couple of days where Monday was down. Other than that it has been fairly reliable.

It is easily scalable; we have done it ourselves.

We haven't needed their help at all. 

Neutral

We used Trello and I did not like the interface at all.

The initial setup is easy.

We handled the solution in-house.

Productivity is hard to measure, however, I would say I am satisfied.

The pricing for us is secondary to just getting something that will work the best for our team. 

Our creative director reviewed Smartsheets as well. 

We use Monday.com to keep track of custom orders and backorders. Lots of our work needs to be tracked throughout each stage so we use the different columns to easily link to CRM pages and invoice pages of each order. 

We also use this to keep track of deposit and balance payments as well as add tracking information and delivery statuses. This helps to show all orders and their statuses at a glance. Thanks to Monday, we avoid having orders forgotten or sent at the incorrect time.                

We are able to efficiently keep track of orders throughout each stage from ordering to dispatch. Monday.com displays this in an easy-to-view way. We use the link option to easily link our orders to our customer CRM pages and invoices. We also use the status columns to keep track of payment and dispatch. We have transitioned from Excel to Monday.com and have seen a huge decrease in errors. With its easy-to-use features, we are much more efficient and effective in processing orders.

We use the status column quite frequently and the search bar to easily find specific customers and orders. 

It also helps to be able to organize boards under different categories with folders to make them easy to locate. 

We use the collapse group function to help us easily locate current orders and business matters without needing to lose information from past orders. 

It’s been helpful to be able to allocate items to different staff members and notifications help to make sure that we do not forget any tasks.

It would be good to include more automated features that are easy to set up between different boards. For example, if the status in one board were to be changed to a certain status, this would trigger an action in a different board. 

It would also help to be able to have a better day view of allocated tasks with due dates. Improved integration with different software would also be helpful to make processing orders much more efficient and reduce the risk of human error. These improvements would help to make the process much more streamlined.

I've used the solution for one year.

We are impressed by the stability of Monday.com.

We’re very impressed by the custom abilities of Monday.com and how this can adapt to all our needs.

We used Excel and chose to switch as it was too manual and open to human error.

The setup process was very straightforward as the setup prompts were clear and easy to follow.

We did the implementation in-house.

We are happy with the pricing.

Yes, we considered many options, however, they were all too complicated and not what we were looking for.

I am the manager of onboarding and support. I use Monday.com to manage all clients in the onboarding process. 

I can easily see what phase they are at in the process (through groups), see the statuses of certain parts of the OB process (through the status category), and understand what tasks have been completed and still need to be completed through the subitems. 

Monday.com also allows us to easily store all client information in one place so that the team can easily access it. I also used Monday.com for my own personal note-taking and meeting agendas.

It has improved our organization and specifically the onboarding team. It has brought a sense of organization, structure, and clarity into the department. Thanks to the clarity it provides, it has become much easier for someone to go on vacation and allow another person to pick up where they left off. 

The subitems make it crystal clear what tasks are done, in progress, or complete.

The "My Work" section allows me to filter by certain employees so I can see exactly what is on their plate for the day/week, and allows me to keep the workload balanced. 

We use the boards the most. We have one for new client onboarding, upgrade clients (existing clients that are adding an additional service that we have to get them onboarded into), and one for offboards for when a client stops working with our company.

Within the board, we rely heavily on the subitems. These allow us to easily see all the tasks that need to be completed (by either the client or our team), as well as all the tasks that are in progress or completed. We set due dates when a client first signs with us, so we rely on those to keep us on track to hit our desired timeline.

We also use statuses and automation within the boards to see a high-level view of where clients are at and to move people from one group to the next. 

It is difficult to create templates for repeat use cases. For example, I have created six different items that have unique subitems based on the service or package someone has. When a client signs, I choose the appropriate item "template" based on their package. I then have to duplicate that item and move the subitems to the new client's item that was created. Once that is done, I then have to update all the subitems within that item to assign them to the correct owners. We rotate implementation specialists and designers, so we can't have this preset. 

I've used the solution for nine months.

The stability is great.

The scalability is so-so. We reached our maximum capacity on a board very quickly. I had to duplicate the board and remove all live clients from it. I now have two boards: one for actively onboarding clients, and one for all of those that are live. 

The technical support is great. I have not reached out often, however, when I do they are responsive.

Positive

Before Monday.com we used Notion.

The initial setup is very straightforward. There are some limitations much like any solution once you get in there, however, I could do most of what I needed to do.

The product was implemented in-house.

The ROI is hard to quantify.

It's pretty straightforward. I did all the set up myself so I did not pay someone to do it for me

We also looked into Basecamp and Clickup.

We use the solution for the organization of projects for different departments. We have different departments including marketing, customer service, production, analytics/accounting, and IT. Having the ability to separate these by department makes our lives 10 times better. I personally found it useful for inventory reports and upcoming projects. 

Overall, we use Monday to help in keeping everyone on track and to assign certain projects to departments in order to fulfill our monthly goals. The cleanliness of Monday helps in doing so.

It has kept us up-to-speed with each department and kept everyone on track to improving our company. 

We originally used Jira for our projects in the past. Since Jira is mainly a ticket-based system, it did not help us in the long run when it came to tracking time for each project and things like inventory reports, project sub-items, etc. 

In other words, Monday provides more options for us to be able to perform our wishes of assigning projects and creating ideas that will further improve our company. 

Items and boards are ideal as they help in keeping everything in a single location without any confusion. Those have been used to help organize each department's ideas/projects so that everyone has a space to bring up cool ideas that can benefit the company. 

Being able to integrate with certain apps helps us in communicating between all of our 3rd-party apps so we don't have to take the extra step in updating those. 

I personally enjoy the number of options you have in terms of columns. You can create almost anything within Monday. 

Load time and glitches do occur on the site. There are times when I have trouble loading a certain pulse, or board because the site would glitch or take a very long time to load. 

There is a limitation to the automation process. I wish there was more variety in terms of the things you can automate on boards/items. Maybe they need to invest in a desktop app as that will run a lot faster than on a website. Plus, all people need to do is download an app on their computer/phone to access their projects from anywhere. 

I've used the solution for six months.