monday.com Reviews

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.

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. 

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.

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. 

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

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. 

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.

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. 

Neutral

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.

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.

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.

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

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.

The primary use of this product is to keep a track of all the tasks assigned, update the progress of the tasks assigned, and get reminders in case of meeting all deadlines. 

It's great for keeping track of various works and timelines. At times, we tend to forget things. It's handy in that it can be updated from anywhere, unlike a physical diary which cannot be carried everywhere.

It is a better way to keep a track of all the work that has been done by you throughout the year so that while evaluating your performance at the time of your appraisal you can claim the same if your manager feels otherwise.

Monday.com has greatly improved the efficiency of all the resources working together collaboratively. The way everyone can work together is fantastic. 

How you can assign tasks to your fellow members and keep a track of them is helpful. Also, how easily anyone can assign you a task is great. Once assigned, you quickly get an email. 

We literally update all our tasks every Monday and our Manager can have an overview of the progress simultaneously. It has basically improved the efficiency of the organization with the optimum utilization of its resources.

The app is loaded with features. The most valuable feature is getting a reminder email of the deadlines assigned to you on the emails and how the color of the task is coded, like green for the task done, red for pending, and yellow for stuck. Likewise, one can get a pictorial depiction of all the tasks to be carried out and what is the current status of the same. When you will filter out the task assigned owner to your name, you will get a list of all the tasks assigned to you by different departments, so it's easy to keep a track of it.

If you want to drag a task or rearrange them, it's quite tricky, especially on the app. They need some improvements to allow for the making of real-time changes in the task updates while working on the small screen of a cell phone.

Anyone can make changes to your task, like adding or deleting any sub-items assigned to you. An additional feature that should be included should be a track of all the changes/deletions made by any third person to your task. If anyone wants to do mischief, we could track them down.

I have been using this solution for almost six months.

Stability is pretty good; there are no bugs

We did not really need any technical support.

Positive

We did not use any different solutions.

The solution already existed when I joined the company. I did not help with the setup.

We handled the solution's setup in-house.

Returns are intangible, so the exact values for ROI are not assigned.

We evaluated Slack.

If there could be a feature to chat with all the members online, that would be ideal.

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. 

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. 

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. 

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. 

I've used the solution for about two years.

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).

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. 

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.

Positive

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.

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. 

I personally handled all setup, training, and implementation. 

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. 

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. 

I had already evaluated Trello and Wrike through direct experience. 

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.

We are an engineering firm. We utilize Monday.com to manage all our projects and our billing as well as our proposals, paid-time-off benefits, and anything that has to do with the coordination of a project from beginning to end.  

It would be very questionable as to whether or not our firm would be where it is today without the utilization of Monday.com. We have customized it to the point where every process runs seamlessly throughout the day, throughout each project, and on all boards that we created. 

The most valuable feature of Monday.com is the ability we have to customize it to suit all of our needs. 

Our IT director has created boards that talk to each other which allows the project management process to successfully create all phases of a project, and show all work done on each project, including when and how much we billed according to how much work has been completed.  

We can glance at a board to see which engineer worked on a project when our clients contact us with the need to speak with the engineer on a specific discipline.

We would love it if the system could communicate with our accounting system, QuickBooks. I keep track of my invoice dates in Monday but then I have to go to Quickbooks to backdate the date of the Invoice to match Monday, for each invoice.  

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

We did not use another solution. We started out using Monday.com.

It's worth it! It will change your workflow for the better.

I cannot remember if we evaluated other options at the time.

The product is a platform for all employees to share their: 

1. email updates (pulse update from Gmail) 
2. personal updates (write down findings) 
3. files and information of a case in each site we manage. 

They can also automize some routine admin tasks.

Emails to our contractors are stored in an individual's Gmail account, by updating to Monday, we know what is going on in each case from the different correspondence of different employees.

We use email integration to send out auto emails to chase up a report/document/response which we receive on a regular basis. 

We no longer have to type things down in a shared excel spreadsheet where the formats and presentation are not so likeable.

It also helped us better keep track of cases/items. 

The reminder function and tagging function work really well. Things won't be left unattended. 

The email integration and the new file section in the item is a day-to-day feature we use. 

Every employee can write down the contractors contract details, the phone numbers and email address are no longer just stored on a person's phone.  

People not added to our Monday account can also use pulse updates now. We used to manually forward other people's responses to the item.

Files can let us view all the files in one item. Sometimes files are not uploaded to infobox, so files on Monday are a good way to find it. 

Groups in a board is also valuable. I have closed cases and in-progress cases. Whenver a case is closed, the automation moves it to the close section so that I don't have to worry about it anymore. 

The customized automation feature that was recently added is a huge game-changer. We can tailor what we need in each board now. 

They should maybe add a filter feature in files in the item filter: .jpg, .pdf, .doc. (different files). It may be helpful to combine or flag duplicate file names. 

The solution shouldn't let the system directly pull out Outlook (the Windows default mail system) whenever we click on an email address. Both in the column and in the update context. We're not sure if this is a Monday issue or a Window setting issue. 

Custom Automations should have more customized options. For example, when a date changes. Not all the features in the automation are brought into the Custom Automation, however, I'm not able to name all of them. 

I've been using the solution since April 2020. 

Stability is pretty good. An outage is rare.

Scalability is good and you can always change plans. 

If your company expands and need more to register more people to the system, it's easy to change user plans from the website.

The scalability of Email Integration features is also fascinating, we once sent a batch email to 70 contractors, and it was sent within a second. 

Technical support responds very quickly. 

Sometimes I asked a question they couldn't solve and don't have a solution yet. They really take the time and effort to understand what the real problem is and are really honest about the lack of some features. However, they will bring back suggestions to the dev team.

Positive

We were only using a shared Google Drive Sheet for everyone. 

Moving from the Excel sheet to Monday took us about two weeks of manual transfering

We tell others it's about $2200 for a ten-person plan and it can be adjusted; it's easy to scale. 

We did compare Asana and Monday.com.

The solution is used for managing tasks for educational courses to ensure the delivery of the courses for course delivery and examinations. This includes updating course materials, preparing exam papers, and keeping track of academic malpractice schedules. 

It's also used for giving time-frames for working on course manuals and preparing these with authors and design services to ensure these a prepared annually ready for the beginning of a sitting.

Courses in general have a lot of information held within a board so that each sitting is monitored. 

Boards are also used for other company projects to help keep track of tasks and work collaboratively with other teams. 

Monday.com has enabled the department to create boards that help keep the tasks for each sitting and each course in one place and on track. Tasks can be allocated and it makes inter-department co-operation much easier for projects. Adding in comments and tagging them means they will receive your note. 

Managers can keep track of people's workload and support or split tasks within the team to ensure that work is balanced. 

It is visually a really nice platform compared to some other project management tools, which makes it much easier to work with.  

Being able to see 'my work' at a glance in the "My Work" section allows me to see what tasks are coming up and which ones are in progress. 

Being able to duplicate boards from sitting to sitting and also being able to upload .csv files for tasks is great. 

Creating a baseline so I can see when tasks in a project should have been completed as opposed to when they are completed helps a lot. This allows me to see where delays occur in the project and change the amount of time given to reflect more accurately the realistic time frame of each task for next time. 

The Gantt chart also gives a really good visual guide to the workload at different points in the project. 

For tasks that have a time frame, they should make it optional as to when they appear in 'My work' - as in, not just the end date of the timeframe. I'd also like to see the beginning. 

When duplicating boards it would be useful if Moday.com could have the option to auto-populate the dates for the following year, as education courses run in cycles, with dates for tasks due being quite similar, year on year. This would then just leave a few date tweaks rather than having to change all the dates for each of the tasks. 

They should make it possible in the inbox to select all inbox updates and mark them as read. 

I've used the product for over a year.

The solution has not let us down. It's stable. 

This is a very scalable solution.

Customer service and support are very responsive.

Positive

I did not use a different product beforehand.

The initial setup is straightforward yet time-consuming.

The solution was implemented in-house

The solution offers very good value for money.

I did not look into other options.

As a provider of professional education, Monday.com is used within our environment to manage a program lifecycle, assign tasks to individuals, and manage the delivery of our products end-to-end. We use it for tracking workflow from individual programs, informing managers of capacity and availability within a team, and making live requests using the 'form' functionality for website changes (by way of example). 

Monday.com provides a holistic oversight of all the activity required to complete a project from start to finish.

Used as a project management tool, our business is able to utilize the clear visual display provided by Monday.com to manage workloads, allocate tasks, and have a greater oversight of tasks within each program. 

The ability to change the layout of each project to the form of a Gantt chart, kanban, table, and more allows for more accessibility within the same programme. Users are able to choose a view that they find most beneficial, without having an impact on the content visible for managers within the business.

Using the deadline feature to manage priorities has been the most valuable. Having a visual representation of the week and month ahead in the 'My work' category allows for improved organization and workflow planning. Being able to tag other colleagues to support with tasks and allocate jobs when members of the team are taking annual leave has also proved incredibly helpful. The tagged member of staff knows what the job required of them is, has a deadline allocated, and is able to receive further information using the comment feature - it saves lengthy handover documentation.

The ability to implement a timetabling functionality would be really useful for an education provider. Currently, dashboards can only be created with a small number of boards (20 I believe) which can limit the amount of information to view across multiple boards. We can implement more programs within one board, however, this is not always useful when programs need to be archived each sitting. 

Easier reporting functionality or more regular training in this area would also be of great value to the business.

I've been using the solution for one year.

The solution's setup was straightforward and easy to navigate.

We also looked into:

• Asana
• Mavenlink
• Trello

Monday.com is used in multiple areas, from being a CRM that I use for influencers, reaching out to new ones, and keeping in touch with long-term influencers. It's also a great to-do list for all my tasks.

It's used for content calendars and approvals. It's easy to leave specific comments on specific posts and how to change them. This way there is no need to go back and forth on chat.

Monday.com allows me to get rid of all the mundane repetitive tasks on the daily. Things like writing a whole new email to an influencer even though I only need to change parts of it. I can use Monday.com to create a customizable email template and send it to as many influencers and as much customizability as I require.

It's also great for keeping track of tasks. Having 20-30-40 tasks and keeping track of all is not easy, the easy drag and drop on Monday allows me to prioritize and work on tasks as needed.

Automation is by far the most valuable tool ever. By automating things I save enough time to make Monday.com worth every dollar without accounting for the rest of the features.

As mentioned earlier, I've almost fully automated every repetitive task that I needed to work on day in and day out. By doing this, I've freed up my time and brain to work on tasks that actually make a difference. I like the notifications, file sharing, and most recently, the mirroring and linking of multiple boards.

I love the email automation and it's great, however, there is something that is still missing. We need to have conversations within the platform. If it's possible to filter certain emails and bring them all into one Monday.com task and have a full conversation with that person through Monday, that would be ideal. It would save me hours of time trying to find old emails, referencing them, and getting information out of them.

I'd like Google Drive integration where I don't have to leave Monday.com to look and search on my drive. Quickly linking to files, creating new folders, etc. would be fantastic

I've used this product now for two years.