monday.com Reviews

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

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

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

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

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

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

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

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

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

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

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

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

It seems very stable.

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

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

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

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

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

The setup was handled in-house.

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

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

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

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

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

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

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

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

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

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

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

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

Our team has been using the product for 1.5 years.

The solution is very stable.

The solution is very scalable.

Technical support has been great.

Positive

We did not previously use a different solution. 

The setup is straightforward.

We implemented everything in-house.

We don't know our ROI.

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

We also evaluated Slack and CRM tools.

I use the product for purchase order management. I manage the inbound of vendor POs. There are hundreds a month and I use Monday.com to organize the transparency of the POs from order to delivery. 

Every day, I bulk upload a list of POs with supporting and necessary information/statuses to be monitored by myself and viewed by anyone else in the company. We use this board to make sure all our POs are being tracked so that our teams have eyes on the product before it launches on site (e-commerce). 

This board has spun off into a few other boards that are now being managed by other individuals.

We now have transparency on all inbound orders. Before, we had to rely on Outlook emails and Excel docs. This is a tremendous help and it saves multiple people in the company vast amounts of time allowing us to work on more important tasks. 

The entire idea around these boards is to automate the process so that we can take our employees and allow them to fine tune process (and in doing so, we continually make adjustments to the Monday.com boards). 

The monthly updates that Monday.com provides always add a little bit more to our flow.

Automations are the most useful aspect of the solution. I do half the workload I used to do and can now spend time fine-tuning the process.

The integrations are great as well, especially Outlook, which has allowed me to automate form submissions to be sent to 3rd party email addresses. 

The search function is a lifesaver, allowing a quick and easy view of all locations a PO (most commonly searched value) can be found. We have a launch board, a tracking board, and gift guide boards that allow us to track the entire lifespan of a PO.

BCC Outlook integrations could be better. I'd love to set up an automation that emails myself and BCCs an entire list of emails (our vendors) when I need to respond in bulk to any vendors that have a specific status on their PO or are past a deadline. I cannot overstate how much time and effort this would save our company. 

A way to update existing line items when a new line is created that contains the same selected value (name) as the line already on the board would be great. I ask vendors to submit tracking, for instance, for a purchase order (name). I have to manually copy-paste each one. It would be nice if it simply automatically updated the line item (and then delete the submitted line).

I've used the solution for two years.

It's stable.

I am impressed with the scalability, however, there is a decent amount of room to improve on. More Outlook integration options for sure would be useful. Being able to bulk email a list based on emails added to line items, for example, would help.

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

Positive

We were using Excel and Outlook before Monday.com.

The initial setup is straightforward. 

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

I don't have an exact ROI, however, if I made $100K before we moved onto Monday.com and I am now doing 20% less work due to the automation and workflow I set up, I would estimate a cost savings of $20K for me. It would definitely be more company-wide. 

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

Yes, the company did look at other options, however, I was not part of that team at the time. I am unsure what was evaluated. 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

We evaluated Asana and Trello.

The primary use case for the solution is to plan our projects and to put pipelines in place for all the project participants to make sure that everyone is within the plan and making great contributions to the project. 

We start our plan using the Agile approach to set our goals and tasks with the plan that already includes some phases and steps to make sure that the goal is achieved successfully and within the planned timeline.

The user interface of Monday.com is very friendly and easy to use. It's simple to assign tasks to my colleagues.

Monday.com improves our work within the organization by automating our work and making it friendly and easy to use in order to achieve our goals.

We have integration with third-party applications and can send notifications through email to the participants - making the application very interactive and keeping the project members up to date with the latest on the project and the plan.

Monday.com saves time by automating the work through the pipelines. The features are drag and drop. You can see the status for each task easily.

The most valuable features that I loved with Monday.com are:

• Notifications
• Task status and project status
• Monday.com colors are friendly to the eye
• I can task assign to my colleagues
• The screen size works with others and there is easy sharing of images and documents
• Automation and set up of automation is done in seconds and leaves your routine tasks in the dust
• Integration with other applications such as MS Outlook.com, MS Excel, Slack, Google Drive, LinkedIn.com, Dropbox, and One Drive is great
• Monday workdocs for workflows are helpful

There is nothing to dislike about Monday.com. 

There are some new features they need to improve within the application. For example, it would be awesome if we had some themes for each project and for each user.

If we could add a new feature to draw the plan as a chart and note priority via color, that would be great.

It would be nice to make a plan according to the historical data that Monday.com has already stored that's related to the user and the company.

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

The stability is awesome.

The scalability is fantastic.

Technical support is professional.

Positive

I didn't use a different solution previously.

The initial setup was straightforward.

We did the setup through a vendor team.

We saw an ROI within three months.

Monday.com is the best solution with a great price.

I didn't evaluate other options previously.

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. 

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

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.

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

I have been using the solution for over five years.

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.

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.

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.

Neutral

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.

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

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.

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.

My office is a boutique immigration firm. We use Monday to keep track of our active cases from beginning to end. 

It helps us organize our different departments and keep track of who had what case and how they are working on it. We use Monday to provide guidance on different cases from beginning to end. We also use Monday for administrative tasks and projects. We are able to organize our different departments and sort out important cases on Monday. The automation helps everything run smoothly. 

Monday has greatly improved the accountability everyone in my firm has regarding cases. Case managers are able to quickly assign cases and we can keep track of the entire process on Monday. 

We are able to see all the active cases we have on a day-to-day basis and quickly assign them if they are unassigned. We have been able to organize each department thoroughly and separate them as necessary. We also have used Monday to aid in administrative tasks throughout both offices. It aids in our office-to-office communication as well. 

We thoroughly enjoyed the automation to help us see where our cases are going next. The entire visual aspect of Monday is also a great resource for our firm as it makes it easy for us to point out certain things and for our management meetings to go smoothly. 

The ability to track dates and times we need cases to be completed has been of great use to my firm. Our attorneys are able to monitor and track our cases with ease every day as they please. It has greatly improved how we track out cases and hit our deadlines. 

Having more integrations for different specialties that use Monday would be great. Monday is awesome as it is, however, expanding would also be helpful. 

Monday should have people reach out to different heads of businesses in different sectors to see how they use Monday and create more templates and maybe even videos on how they use it so there are more ways for people who are just starting out to find more examples to see how to tailor Monday to their needs. 

I met up with a specific immigration attorney who helps immigration firms organize and pull their business to more paperless solutions she introduced us to Monday and showed us how she uses it and we tailored it for our needs. 

My office has been using Monday.com for over two years.

We only used paper to "assign"/give assignments and Excel to track our cases. It was hard to keep track of who had each case and how they were doing with the assignments. The papers would also get lost in files or paper stacks, so a lot of assignments were falling through the cracks. It was hard to maintain and the switch to Monday was excellent for our case tracking. On Monday, we are able to notify those who are newly assigned to a case and track their work as well. All of our case tracking and assignments are easily visible to everyone in the firm so that nothing falls through the cracks if it is put on Monday. 

Having someone from Monday work with you on your needs for Monday is a great way to get started. It helps you see the price you should go for. 

We met with an immigration attorney who works with organizing businesses. She said Monday was the best one so we stuck wiith it. 

It is a project management tool. My last client was a lawyer. I used the solution to manage his project.

The product is quite simple to use.

The documentation must be available in French. I had to translate a lot for my client.

I have been using the solution for four months.

I have no problems with the tool’s stability for the moment.

Around ten customers are using the solution.

The product is quite easy to set up. Once I explained the product to my clients, it was easy. It took me ten days to deploy the tool. It is a cloud-based product.

I did not need a consultant’s help to deploy the solution.

The product is not expensive. For the moment, the price is not a problem. I pay annually for the solution.

I would recommend the product to others. It is quite a simple tool for people who do not know how to manage projects. Overall, I rate the tool a seven out of ten.