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Terrie Whisenant - PeerSpot reviewer
CEO at a tech services company with 1-10 employees
Real User
Top 10
Sep 24, 2024
Flexible, easy to use, adds transparency to project tracking
Pros and Cons
  • "I like the update feature. It's almost like you can replace email with it. You can communicate on a particular item within monday.com, and then you can see the history of who commented, when they commented, what they said, and the reply to what they said. It's much easier to follow up on a particular item than have a thousand emails going back and forth. In a big project, you can usually have a ton of emails. If you use monday.com as a communication tool, you can almost eliminate email and have better tracking on what was done, when it was done, and what was said about the items. That's probably my favorite feature."
  • "It does have some native report widgets, but there are limitations on those. They're still building that capability out in my opinion. The reporting in monday.com is probably the weakest link, but there are third-party apps that you can add in that do some great reporting for you. You can also tie monday.com into a data warehouse and use something like Tableau, Power BI, or any reporting tool that can report out of a data warehouse to get the more in-depth reports that you need. Monday.com will get there, but it doesn't seem to be one of their top priorities."

What is our primary use case?

I am an implementation consultant, so I help clients create workflows, automations and integrations in the monday.com suite of products. 

I also use monday.com in my own business to track clients (CRM) and client projects (work management).  

For clients, I have worked with the following verticals: real estate, non-profit, veterinary practice build-outs, insurance, lab management, and many more. 

How has it helped my organization?

monday.com assists me in marketing to new clients, tracking current client projects, billing, action items, etc. 

What is most valuable?

monday.com has so many features and the company continues to improve the product suite continually. I love the ability to create workflows, integrate with other products either through 3rd party apps or using make.com. 

One of my favorite features is the Updates section which allows the users to track conversations and/or emails within the monday.com product. No more going back and forth to email and trying to determine the latest thread and exactly where you are on the project.

What needs improvement?

I am impressed with the amount of features that monday.com continues to release on a consistent basis. 

Buyer's Guide
monday.com
January 2026
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.

For how long have I used the solution?

I have been using the solution for over five years.

What do I think about the stability of the solution?

It's pretty stable, but they're transitioning its code to another platform. So, we are getting some stability issues. We get a notice that automations aren't working. They usually fix such issues within an hour or two. There have been very infrequent issues that have taken longer than a day. They're on top of that part, so I'd still say that it's a stable platform even though they are doing this transition, and we do have some messages that come through saying that something is down. It's more stable compared to others I've worked on.

What do I think about the scalability of the solution?

It's very easy to add new users. It has the ability where when you add a new user to your account and you're over your allotted number of users, they just go ahead and bill you for that. You don't have to do anything. As long as you have a payment form, like most software companies nowadays, they'll just go ahead and bill you for that. It's extremely easy to do that.

How are customer service and support?

monday.com has implemented additional ways to contact support. As they grow, I do not feel their support is as fast as it used to be with responses, but you do get a response. And when the chat feature works correctly, you can get an almost immediate response. I see support as a current area of improvement for monday.com. However, if you work with a consultant, you can get support from them and they have access to support in different ways as well.

How would you rate customer service and support?

Neutral

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

I've worked with many of the workflow management tools on the market in the past. I personally switched from Trello to monday.com due to the configurability, automations, integrations, and 3rd party app availability. I find it easier to use and accomplish what I wish for my workflow.

How was the initial setup?

The initial setup is straightforward in my opinion, depending on your workflow, of course. 

What about the implementation team?

I suggest using a vendor for your implementation. As an implementor, I help my clients map out their workflow, create the boards, automations, 3rd party apps, and integrations. I've seen many businesses try the setup on their own and then get frustrated and transfer to a different product only to have similar issues. As a software consultant for over 25 years, I've "rescued" a number of implementation that were not setup to the clients needs and therefore failed from the clients perspective.

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

I feel that the pricing for monday.com is fair for the features that you receive. Even for smaller businesses, I would suggest the pro plan for the features it includes. For medium to larger business, the enterprise plan includes many feature that you may need as your use of monday.com grows.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Reseller
PeerSpot user
Alex Strange - PeerSpot reviewer
Freelance Illustrator & Motion Designer at a non-tech company with 1-10 employees
User
Jan 2, 2024
Excellent dashboards, checklists, calendar functionalities
Pros and Cons
  • "Dashboards serve as a visual command center, offering a comprehensive overview of project progress, deadlines, and key performance indicators. This visual representation enhances decision-making and facilitates a quick understanding of the project landscape."
  • "It would be beneficial to consider incorporating features that enhance the platform's customization capabilities in the next release."

What is our primary use case?

This initiation of a systematic approach allowed me to seamlessly track progress and engage in efficient communication with the project lead. The structured workflow enhances visibility and fosters a collaborative environment, reinforcing the symbiotic relationship between my role as a designer and the leadership provided by the project lead. This deliberate coordination on monday.com by streamlined processes and heightened productivity ensures that the design projects unfold with precision and creativity.

How has it helped my organization?

monday.com has significantly enhanced our organizational efficiency and collaboration. The platform serves as a centralized hub where design briefs are assigned to me every day. This feature streamlines communication with the project lead, enabling real-time updates and fostering a transparent workflow. The visual nature of monday.com ensures that project timelines and task statuses are easily trackable, contributing to improved project management.

The platform's interactive interface has facilitated seamless communication and reduced the likelihood of misunderstandings, creating a more cohesive work environment. Additionally, the ability to attach files and leave comments directly on tasks has streamlined the exchange of information, making collaboration more efficient.

What is most valuable?

The most valuable features of monday.com for our organization are undoubtedly the dashboards, checklists, calendar functionalities, and file-sharing capabilities. Dashboards serve as a visual command center, offering a comprehensive overview of project progress, deadlines, and key performance indicators. This visual representation enhances decision-making and facilitates a quick understanding of the project landscape.

Checklists play a pivotal role in task management, allowing for a structured approach to project execution. The ability to create, edit, and update checklists within the platform ensures that team members stay organized, tasks are completed in a systematic manner, and project timelines are adhered to.

What needs improvement?

While monday.com has been an invaluable tool for our organization, there are areas where improvements could enhance user experience. Specifically, expanding pulses could be more user-friendly. Currently, users need to click on a small text line to expand pulses, which can be somewhat cumbersome. A more intuitive approach would be to enable users to click on the entire table cell for pulse expansion. This modification would streamline the process, making it more accessible and reducing the risk of oversight.

Additionally, it would be beneficial to consider incorporating features that enhance the platform's customization capabilities in the next release. Providing users with more options to tailor their boards, dashboards, and views would contribute to a more personalized and adaptable user experience. This could include advanced formatting options, customizable templates, or the ability to incorporate additional data visualization tools.

For how long have I used the solution?

I have been using monday.com for about four to five years

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

We previously used Trello, however, have found monday.com to have a greater product offering.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
monday.com
January 2026
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.
reviewer1872234 - PeerSpot reviewer
Program Director of Leadership Development at a university with 5,001-10,000 employees
Real User
May 31, 2022
Easy to manage with various display options and great templates
Pros and Cons
  • "The templates were always the best part as not starting from scratch made the process so much easier."
  • "While I appreciate the templates, some of them are extremely complex and not as tailored to non-profit work so they required quite a bit of customizing (but worth the trouble)."

What is our primary use case?

I run a coaching and training department that requires me to manage a large team of full-time, part-time and seasonal team members. Our projects vary from month to month and require quite a bit of cross-functional communication and high levels of collaboration. Some projects also require the assistance of strategic partners who were added as guests. All in all, we primarily used this software for Project management because it allowed me to monitor the progress of my team, allowed us to manage hybrid programs and operations (and transition seamlessly), and communicate 24/7. 

How has it helped my organization?

When you first get in, the set-up and overall functionality were easy to use. Not to mention I appreciated all of the many integrations. It made it so easy to build systems and processes for my team. 

We’ve also had quite a bit of turnover in staff, so it was super great when it came to transitioning new employees in and old employees out. My multi-generational team loved it. It was also pivotal in teaching my collegiate interns how to manage their time and break down their projects into smaller tasks.  

What is most valuable?

The templates were always the best part as not starting from scratch made the process so much easier.

The various display options and formats were great -especially when you have a large team with varying needs. They appreciated the tutorials and how-tos available with each board as well. 

As someone who has to manage their team’s as well as my own projects and tasks - it made it easier to see everyone and everything from a bird’s eye view. I also really appreciated the daily reminders, progress updates, and little (but impactful) notes of encouragement. 

What needs improvement?

I wish I understood and had taken advantage of the automation more. it was kind of hard to figure out.

While I appreciate the templates, some of them are extremely complex and not as tailored to non-profit work so they required quite a bit of customizing (but worth the trouble).  

The email log-in sensitivity would be a challenge and would lead to guests being added as members and the account getting overcharged frequently. 

I also wish the software was more affordable as I would love to use it for my small business as well. 

For how long have I used the solution?

I've been using the solution for two years.

What do I think about the stability of the solution?

If you had a variety of pricing options I can see this going far.

What do I think about the scalability of the solution?

It is definitely possible to scale. 

How are customer service and support?

We have never had to use technical support, however, the tutorials were great.

How would you rate customer service and support?

Positive

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

We used Microsoft Teams and were unable to customize it the same way. 

How was the initial setup?

It is very easy to use if you follow the promptings and watch the videos.

What about the implementation team?

We implemented it with our in-house team.

What was our ROI?

The ROI is very high.

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

The budget is quite pricey. If you can afford it, it’s worth it. 

Which other solutions did I evaluate?

We looked at Trello and Airtable.

Which deployment model are you using for this solution?

Private Cloud

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

Google
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Ben Davidson - PeerSpot reviewer
Front End Developer at a marketing services firm with 1-10 employees
Real User
May 23, 2022
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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Timea Barrack - PeerSpot reviewer
Business Development Manager at a financial services firm with 11-50 employees
Real User
May 20, 2022
Great features, helpful filtering capabilities, and great tutorials
Pros and Cons
  • "The filters are extremely useful."
  • "The product could have more templates."

What is our primary use case?

We primarily use the board, and we use automation, rules, and different groups.

We use monday.com for our workflow. But we don't really have any issues with Monday.com.

How has it helped my organization?

We spend less time organizing our things to do. Everything is on the board on Monday.com and we don't have to discuss or assign or meet anymore. We just push a button and change the status and it's done. We work more efficiently since using Monday.com.

What is most valuable?

There are so many great features. All of them are great.

The filters are extremely useful. Since we work remotely, we can filter down to the task, to employees, to urgency, to everything. Every little detail we can filter down into. The filtering is the best part. 

All of our projects, tasks, and clients are on the same board so we can search for anything and we don't have to ask the others.

What needs improvement?

They improve the product regularly. We just go with the flow as it works perfectly for us.

The solution should have better integration. We have, for example, Ignition, our online contract platform. When the clients sign the contract online, it would be awesome if it could trigger Monday.com and create a task immediately. Right now, we are doing it manually. We were trying to connect Monday.com with Ignition through Zapier, however, it was too complicated. Therefore, integration would be awesome.

They need a bigger server or more space on whatever they keep this website on. Sometimes, when we have a huge board, it gets slow. They might need more resources.

The product could have more templates.

For how long have I used the solution?

I've been using the solution since 2020.

What do I think about the stability of the solution?

The stability is endless. I don't have any projects that I cannot set up on Monday.com. It's so flexible. If you need something to organize your stuff, Monday.com is the best.

What do I think about the scalability of the solution?

There are 14 end-users. Everyone works from their laptops.

The scalability is great. There's nothing I can't set up, no matter the size.

How are customer service and support?

Technical support is awesome. They had some technical issues, a few weeks ago and they kept me posted. They replied back immediately. It was totally acceptable. They admitted to the technical issues and they did not argue. They did not ask me to refer to the router and stuff like that. Everything was good. Their support is good.

How would you rate customer service and support?

Positive

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

We tried many different platforms and none of them worked. Then, on Facebook,  an ad for Monday.com popped up and the company loved it.

We tried Karbon, and then Jetpack. They were not good. We spent more time changing and updating the status than the actual work.

Monday.com has more flexibility. Karbon did not have that many settings. Since we are a CPA firm, we have different projects and groups like tax returns, monthly closing, small tasks, and so many different items and tasks. Now, we have 14 users in this group and Karbon did not have that big flexibility to assign, and share tasks and responsibilities. We couldn't work it out. When we tried Monday.com, we found that we could change a lot more and update, and personalize everything specifically to the firm, or to the project, or the task.

How was the initial setup?

The initial setup was easy. There are great tutorials and support.

There were three people who handled the deployment. I was one of them. There was a manager who did the workflow and the professional details. I did the operational side of the workflow and another individual did the overall review and is the owner.

The product does not require any maintenance. 

What about the implementation team?

We did not use an integrator or consultant during the initial setup.

What was our ROI?

We've seen an ROI. The time we spent on organizing is a lot less than what we did before.

Previously, before Monday.com, our firm time was a lot higher. The firm time is when you are doing your organizing, saving documents, and checking your things to do. Now, it's a lot less. I would say 30% to 40% less time spent on organizing than we spent before. All of the time we saved, we carried over to billable time with clients.

What other advice do I have?

We are customers and end-users. Our environment is 100% virtual, with everyone working from home. 

I'd rate the solution nine out of ten.

I'd advise new users to watch the tutorials. If you do not have the basic knowledge of how to use Monday.com, you can get lost very quickly.

When a platform has so many settings and solutions, that means that it's more difficult to set up everything, as it's not quick. When you set up a workflow, you have multiple options to choose from and then, when you choose an option, then you have other multiple options. You can mess it up pretty quickly. 

However, if you are watching the tutorials, and see and think ahead about how you want to set up your board and what you want to see, this platform would be perfect. That said, at first, you need to know what you want to see. A random setting up of boards, statuses, and labels will not be ideal. If you know what you want to see, then you can prepare. 

Which deployment model are you using for this solution?

Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
User
May 12, 2022
Great workspaces and boards with useful file upload capability
Pros and Cons
  • "Monday has been really beneficial in allowing us to place all of our records in one place."
  • "Constant updates mean the service is down sometimes, which isn't ideal."

What is our primary use case?

We use Monday as a CRM. We use the boards to organize client details, details of all our projects, and sensitive information such as telephone numbers and addresses. 

We also use the boards to update and provide site reports to other members of the team. In addition to this, Monday has been useful for the team to note down their daily tasks so that everyone is aware of what the team is doing, updating people's calendars, and keeping up to date with completed projects that we have done, so if clients have any questions after the install we can keep this up to date. 

How has it helped my organization?

Monday has been really beneficial in allowing us to place all of our records in one place. We were previously using Google Drive files, which took up quite a bit of time to continually update and edit. 

Monday has saved us time and allowed us to easily take on more projects as the admin side is so much easier. The easy-to-edit interface means we can quickly add or change things in our meetings, assign team members to certain tasks, and quickly look up a particular client's details whenever we need to access them. 

What is most valuable?

The most valuable features for us would be workspaces, boards, and file upload capability. 

The workspaces are clearly laid out and allow us to fill in details of clients and tasks organized into categories. For us, this includes projects we're currently working on, projects we have worked on, and projects we're planning to work on in the future. 

The boards on Monday have meant we've been able to easily assign tasks for ourselves and others, and file upload means we can see all relevant documents in one place. 

What needs improvement?

Constant updates mean the service is down sometimes, which isn't ideal. 

There are many features we haven't explored yet so sometimes we find the database slightly clunky. However, this could be because we haven't explored the range of apps available. 

Since our team didn't use Monday until more recently, it can mean they're not used to knowing all of its advantages and apps. This means we can double up on information being inputted into Monday. Again, I would put this down to user error over the effectiveness of Monday. 

For how long have I used the solution?

We've been using Monday for approximately 18 months.

What do I think about the stability of the solution?

The stability is good most of the time

What do I think about the scalability of the solution?

In terms of capability for scale, I would say it is very good, however, the price point would be off-putting for a smaller business. For example, the cost of our membership is £140 per month because we have 6 seats. It may be a good option to have different prices for 6, 7 or 8 team members, rather than jump from 5-10 which for small businesses is quite a significant number. 

How are customer service and support?

Customer service is fairly good, although, due to the time difference in the UK, it can be difficult to get instant support. You also never speak to the same person twice. 

How would you rate customer service and support?

Neutral

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

Our previous CRM was simply Google Drive files. We switched due to the fact that we wanted a simpler system in one place. 

How was the initial setup?

The initial setup was straightforward

What about the implementation team?

We handled the setup in-house.

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

I would advise considering the cost and whether it is worthwhile for how much you're going to use it. 

Which other solutions did I evaluate?

We evaluated the choice of using a CRM, however, Monday was the first that we tried. 

Which deployment model are you using for this solution?

Private Cloud

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

Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
COO at a wellness & fitness company with 11-50 employees
Real User
May 10, 2022
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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1851501 - PeerSpot reviewer
Founder & CEO at a non-tech company with 1-10 employees
User
May 10, 2022
Great customization and time tracking with excellent communication tools
Pros and Cons
  • "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."
  • "I'd like better CRM integrations."

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?

Positive

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: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: January 2026
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.