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Usman ur Rehman Ahmed - PeerSpot reviewer
Vice President for Cloud Application Developement and Genereative AI Solutions at Systems Limited
Real User
Top 5Leaderboard
Useful for demand management, project management, pre-sales activities, and planning
Pros and Cons
  • "The tool's most valuable feature is its intuitive interface, which allows project managers to create comprehensive project roadmaps. This interface lets us list tasks and allocate them to team members, tracking who works on which task and when. We utilize it for project management from the initial phase."
  • "I believe the reporting functionality could be improved on monday.com. While some reports are accessible, this area has room for enhancement. For example, including a Gantt chart in project planning would be valuable. This addition could make monday.com more competitive with tools like Microsoft Project. Overall, I think there's potential for improvement in the graphical interfaces and reports provided by monday.com."

What is our primary use case?

We use the solution for various purposes, including demand management, project management, logging pre-sales activities, and planning. It helps us keep track of customer budgets, leads, and other important information related to demand and project management.

What is most valuable?

The tool's most valuable feature is its intuitive interface, which allows project managers to create comprehensive project roadmaps. This interface lets us list tasks and allocate them to team members, tracking who works on which task and when. We utilize it for project management from the initial phase.

The solution is flexible. The grid-based interface allows for customization, so I can focus only on what's relevant. This flexibility and dynamic sorting among the columns are strong features. Another valuable aspect is the board feature, which allows for much customization. You can organize your work, weeks, or schedule according to your preferences.

monday.com's dashboard feature helps boost my team's productivity. I've found the Azure DevOps integration to be the most beneficial. I believe there are third-party extensions available on the marketplace that fill the integration gap. It seems that monday.com is working with vendors in the market to make more of these integrations available.

It's a great tool. It allows me to manage many things in one place, both my tasks and day-to-day interactions within the team. I think the whole team resonates with it. 

What needs improvement?

I believe the reporting functionality could be improved on monday.com. While some reports are accessible, this area has room for enhancement. For example, including a Gantt chart in project planning would be valuable. This addition could make monday.com more competitive with tools like Microsoft Project. Overall, I think there's potential for improvement in the graphical interfaces and reports provided by monday.com.

For how long have I used the solution?

I have been working with the product for one and a half years. 

Buyer's Guide
monday.com
May 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
851,823 professionals have used our research since 2012.

What do I think about the stability of the solution?

We haven't experienced any lag so far. We use monday.com for cross-team collaboration. I can attach files and it works like a charm. The cloud version is very responsive for us, which is great. I rate its stability a nine out of ten. 

What do I think about the scalability of the solution?

I rate the tool's scalability a nine out of ten. My company has 400 users who spend at least an hour daily using it. 

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

We switched from Jira because monday.com offers a much more intuitive interface. It's more stable and has a simpler learning curve. Additionally, the interface is more visually appealing and easier to navigate than Jira, which we found to be more complex.

How was the initial setup?

I rate the tool's deployment ease as seven out of ten. I found the installation process to be straightforward. Setting up multifactor authentication may take some time for those who are not tech-savvy. 

Within a week of management making the decision. It was up and running quickly, taking only a few hours or days for setup. Overall, I would classify the deployment process as simple.

What was our ROI?

We can see ROI due to the solution's ease of use and improved management capabilities it offers. It has certainly alleviated a lot of pain points for us in management.

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

I rate the tool's pricing a six out of ten. 

What other advice do I have?

I rate the tool a seven out of ten. My advice would be to explore the capabilities that it provides. Many people overlook some of its features. For instance, check out the options available in the marketplace. There might be integrations or extensions that monday.com doesn't offer out of the box, but third-party extensions can fill those gaps. Also, take a close look at the features within monday.com. Consider what you need to customize versus what it offers out of the box.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Alan Chiou - PeerSpot reviewer
PM at Galaxy Software Services
Real User
Top 5Leaderboard
User-friendly interface simplifies project management but it requires stable connectivity
Pros and Cons
  • "The style and format are user-friendly, making it practical for our needs despite some network issues."
  • "The style and format are user-friendly, making it practical for our needs despite some network issues."
  • "The synchronization feature is not functioning optimally"
  • "The need for a stable connection is critical as there are network issues that slow our processes down. Additionally, the synchronization feature is not functioning optimally."

What is our primary use case?

We primarily use monday.com for project management within our department, which includes sales, operations, and engineering.

What is most valuable?

monday.com makes it very easy to input any information. The style and format are user-friendly, making it practical for our needs despite some network issues.

What needs improvement?

The need for a stable connection is critical as there are network issues that slow our processes down. 

Additionally, the synchronization feature is not functioning optimally.

For how long have I used the solution?

I have been using monday.com for two years.

What do I think about the stability of the solution?

There are issues with stability, such as network and performance slowdowns.

What do I think about the scalability of the solution?

We only use it within our department, comprising 50 to 70 people. We are uncertain about its scalability in other departments.

How are customer service and support?

I've never contacted customer support for monday.com as I am not responsible for managing the tool.

How would you rate customer service and support?

Neutral

How was the initial setup?

The initial setup was easy. I would rate it an eight out of ten for ease of setup.

Which other solutions did I evaluate?

We are considering building a custom tool in our company rather than using another commercial tool.

What other advice do I have?

There must be other tools more useful than monday.com, but so far, it's good for our needs. I would recommend it for normal company users with standard project management requirements.

I'd rate the solution 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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Buyer's Guide
monday.com
May 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
851,823 professionals have used our research since 2012.
Julie Doar-Sinkfield - PeerSpot reviewer
CEO at My Life Tutors
Real User
Makes it easy to prioritize work and has good automation capabilities and reasonable pricing
Pros and Cons
  • "The automations absolutely were the most valuable because they helped us create a system within Monday.com for all of our data."
  • "I wish there were more templates because having to start from scratch was hard with a lot of things. It was not as intuitive. I wish there was a board builder function that could take you through creating your board and ask you the automation questions."

What is our primary use case?

We were using it as a CRM to manage coaches and clients, but we were also using it for personnel, and we were using it for tasks. We had contacts in there. So, we were using it for all of that information.

We are no longer using it. We are transitioning this month to GoHighLevel.

How has it helped my organization?

It was the only way to handle all of our information. If we use Google Drive, it just gets out of control after a while. On Monday.com, we were able to identify the most important work that we had to do every day for the people who mattered. We had everybody on Monday.com. Once we understood the perspective of Monday.com, we could then see anything we wanted at a glance, and that was great.

It reduced project delays because it streamlined the handoff of information and transfer of information. It could have saved days or weeks, depending on what it was. The big hurdle was really setting up the automations and making sure that the boards talked to one another well. Once we did that, it was amazing. Work was done so much faster because people were notified immediately of what they needed to do. It made prioritizing what had to get done easy because you can just go through your email or your inbox and take care of something immediately.

It helps in breaking down silos within the organization because people can see in real time how they contribute to a project. So, something has to go someplace else and get signed off on, and then it bounces back, and it gets done. That is literally like someone walking over to somebody's office, "Put a signature on this one, please, and we'll get that done." You get faster responses when people get notifications from Monday.com versus a notification from me or from another person. Everybody gets pulled in at the right time, and you can see everything. If someone misses something, you can see it immediately because something or a process hasn't continued. The notifications or the ability to send notifications to people after-time also helps to organize outreach, sales calls, and things like that.

It provides you with the insights you need to empower decision-making because all the information is readily available, and it notifies you when things come in, when people respond to something, or when people submit the information. It directs the work for you. It's very easy to prioritize what you have to work on. You're able to see what's been assigned to you and what you have to work on, as well as oversee what's been assigned to other people.

What is most valuable?

The automations absolutely were the most valuable because they helped us create a system within Monday.com for all of our data. We did client intake there, and then we could send the client intake information. As soon as we selected a coach for that person, it would automatically go and notify the coach. It would send them an email and send an email to the client saying, "You've been matched, go here, do this." It was very easy to use, but it took work. It took work to build out the system that we wanted.

The visual presentations of the interface are very good, but you have to know that they're there before you can use them.

What needs improvement?

For me, it was very hard in terms of the learning curve because I didn't know the language of project management. The last time I built something, I was still using paper. That's the last company I opened, so being able to switch my head from paper to digital, from physical files to digital files, took adjusting. They nowhere talk about that in any of the videos, instructions, etc. All of the software assumes you know how to use it, which is a problem, particularly for older users or for people who are starting something completely new or starting something from scratch.

A mind-mapping function of some sort to help you when you first get in would be very helpful. That's the biggest thing because you don't know what you don't know, so you don't know if you're missing out on features. You don't know if you're missing out on anything. There are just so many things that can be dealt with.

I wish there were more templates because having to start from scratch was hard with a lot of things. It was not as intuitive. I wish there was a board builder function that could take you through creating your board and ask you the automation questions. Something like that, which is hands-on, would be very helpful.

For how long have I used the solution?

I've been using it for almost two years.

What do I think about the stability of the solution?

It's a very stable platform. We never had any issues with regard to outages, etc. It's a very stable platform.

What do I think about the scalability of the solution?

It's very easy to scale and add new users.

How are customer service and support?

I have contacted them a few times. They send videos, and that's okay. It's hard never talking to someone. I'd rate their customer service a seven out of ten.

How would you rate customer service and support?

Neutral

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

We were using Excel, but we were using Excel poorly. We are now transitioning from Monday.com to GoHighLevel. We decided to go to an all-in-one solution so that we could do our funnels, our website, all the Monday stuff, our email campaigns, etc.

One thing that we can't manage in GoHighLevel in quite the same way is the project management tasks. So, we moved that back over to Excel, but because we used Monday.com, we now know how to use Excel better. We are now using Excel only for that one purpose now. We are not using it for anything else. The rest of the things are elsewhere, which is good because we don't need a ton of people. I can see everybody doing what they're doing in GoHighLevel in a way I couldn't see before because things weren't connected to one another. I can go into GoHighLevel, and I can see my website, and I can see my funnels, and I can see all of my data and all of my CRM data. I can see everything all in one spot. One limitation of Monday.com was that you have to connect it to other things. I know that Zapier is available, but that's just adding another connection or another piece of software.

How was the initial setup?

I was involved in its deployment. In the end, it was pretty straightforward, but it was hard to know where to begin.

What about the implementation team?

We did it all in-house. There were three of us who used it the most.

In terms of maintenance, often, you need to update your automation. Sometimes, you have to add new users, new coaches, or new clients. So, there is maintenance involved, and we learn as we go. If we find out that there's more information we need from someone, we need to add it to a form. It has been an evolution over time.

What was our ROI?

We had absolutely seen an ROI. It was the only place wherein we built the company.

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

It was fairly reasonable. For everything we were using it for, it was fairly reasonable.

Which other solutions did I evaluate?

I evaluated Asana and had seen one more solution, but one of my co-founders was using Monday.com herself and liked it. That's why we went with Monday.com. It was a recommendation from her.

What other advice do I have?

If you're looking into implementing Monday.com, I'd advise spending some time going through all of its capabilities and options. You probably need to learn about automations and how they work so that you can use it to the best of your knowledge. A couple of times, I went on YouTube and saw videos on YouTube, which were helpful. I'd recommend watching the videos on YouTube because they're written from an outsider's perspective. Look at the actual features that it has. If there's a list of features anywhere, see and compare that against other companies, but also compare pricing for the long term because, in some places, you have to pay more with fewer users. Monday.com was pretty reasonable, and the jumps were good in terms of adding users and everything like that. So, you never get sticker shock with Monday.com.

I am 54, so the biggest issue with me starting my company was the technological lift. I found that I had a significant learning curve to be able to use Monday.com, but once I learned enough about how to use it, I found it pretty easy to use. It helps the way that it's structured. You have to learn how to think like a project management software, which is a skill you have to acquire so that you can then create automations, relationships, and things like that. If you're a non-technical person, the biggest challenge is going to be figuring out all the different ways it can be used before you can get into it and start using it well.

It can take a while to create a new project, but it's getting faster. When I first started, you had to create the project, but you didn't fully create it until you filled out the board and figured out all the different data points and other things you needed. It used to take much longer. Now that I've been using Monday.com, and I know what the possibilities are, I can create a new project in maybe an hour.

It has the Gantt reporting, but we didn't use it very much. We were able to sort things by their due date in order to show our priorities, and that was very helpful.

Overall, I'd rate Monday.com a nine out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Solution Architect at Captego
Real User
Gives you visibility into entire project and what phase it is going through
Pros and Cons
  • "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."
  • "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... the link expires after no more than 10 or 15 days."

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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.

What do I think about the stability of the solution?

It's a stable platform.

What do I think about the scalability of the solution?

It's quite scalable.

How are customer service and support?

Their support is good.

How would you rate customer service and support?

Positive

How was the initial setup?

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.

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

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.

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
PeerSpot user
SEO - PPC Consultant at Unibit Solutions
Consultant
Made it easier to collaborate as a team and with our clients
Pros and Cons
  • "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."
  • "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... If we could mute emails for projects that we are only following but not necessarily working directly on, that would make a huge difference."

What is our primary use case?

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

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Neutral

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

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.

How was the initial setup?

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.

What was our ROI?

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.

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

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

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
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.
PeerSpot user
Arun Isravel - PeerSpot reviewer
OKR Consultant at self-employed
Real User
Helps clients see their achievements, resolve problems, and plan strategies
Pros and Cons
  • "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... No other CRM is this user-friendly for non-technical end-users."
  • "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."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I have been using monday.com for the past one and a half years. 

What do I think about the stability of the solution?

I haven't faced any issues with its stability so far. I have not imported huge amounts of data into monday.com.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Positive

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

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.

How was the initial setup?

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.

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

The pricing of monday.com is worth it.

Which other solutions did I evaluate?

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.

Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
PeerSpot user
Co-founder at Toolstrek
Real User
I like the solution's automation capabilities, and the reporting is also excellent
Pros and Cons
  • "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 have helped us to control our sales funnel."
  • "The data linkage could 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."

What is our primary use case?

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.

How has it helped my organization?

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. 

What is most valuable?

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.

What needs improvement?

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. 

For how long have I used the solution?

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

What do I think about the stability of the solution?

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. 

What do I think about the scalability of the solution?

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.

How are customer service and support?

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. 

How would you rate customer service and support?

Neutral

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

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.

How was the initial setup?

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.

What was our ROI?

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.

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

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

What other advice do I have?

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.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2025
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.