Sales & Design Specialist at Masaya & Co- Seed to Seat Furniture
User
Nice design with helpful dashboards and good templates
Pros and Cons
  • "There are many templates to choose from when you are creating your first board."
  • "Maybe they could improve a bit more on how to connect with other apps - especially for CRMs like Hubspot."

What is our primary use case?

I use Monday for multiple things daily including organizing my sales, organizing events at jobs, etc. 

I work at a furniture company and we have everything on Monday. Basically, to put a production order from customers, we assign boards where we put all the details of that order. Then in the factory, with that same board and with all the information that we provide, they create the product. And then we can see how they are progressing through the production stages. For sales, we can see how much was sold per month, and by the same means, boards are organized to see which customers were sold to. It is a more organized system.

How has it helped my organization?

Monday is a platform that we use every day. I can say that it has helped improve the performance of my team. The most important thing is to maintain order, especially if you are in the sales area. We want to keep track of how much was sold per month and to whom it was sold. This helps track that. 

Also, this helps each sales representative to keep their own control and know how much commissions they are going to get for the month. Since we account for everything on Monday, this keeps the team motivated. The sales reps can see how much commissions they have earned for the month and that drives them to want to keep selling more. That's why I feel this platform is a powerful tool. We also have boards where we measure KPIs.

What is most valuable?

The best thing about Monday.com's dashboards is that they are customizable. People have their own preferences when it comes to visualization. Some like Gantt charts or timeline-based tracking dashboards. 

Also, the design of the platform is nice and clean, it's pretty to look at doesn't look busy, and makes you want to work on it. It is an easy-to-use, user-friendly, and has a customizable interface. 

Also, there are many templates to choose from when you are creating your first board. People can inform each other about what they are working on and where they are in the project. In addition, communication, collaboration, and analysis features allow users to stay on top of their projects.

What needs improvement?

The program has enough. Maybe they could improve a bit more on how to connect with other apps - especially for CRMs like Hubspot. Monday already has a little bit of everything, however, if it could connect with other platforms it would be even more powerful. The automation that Monday includes are good, however, they should add more. Maybe they need to include spaces where everyone can keep their day-to-day journal. This would be especially useful for project managers. 

In general, Monday is already a super complete app that has everything and they can make integrations with other applications that would be ideal.

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monday.com
May 2024
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For how long have I used the solution?

I've used the solution for about a year and a half.

What do I think about the stability of the solution?

I am very impressed with the stability. Monday is a platform that I will be using for a long time to come.

What do I think about the scalability of the solution?

I have been very satisfied with the scalability using this platform.

How are customer service and support?

Technical support is great! They answered all of my questuons. 

How would you rate customer service and support?

Positive

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

Monday is the first app solution I've used.

What was our ROI?

We've seen an ROI of around 60%.

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

Paying Monday, in the end, is for the benefit of a company. It is worth it, especially for medium-sized companies that want to start organizing themselves.

Which other solutions did I evaluate?

We only looked at one other option, Asana.

What other advice do I have?

Monday is one of the most efficient apps I've used. 

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: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Manager of Customer Success - Onboarding & Support at Curaytor
User
Great subitems, helpful automation, and brings clarity to work
Pros and Cons
  • "The subitems make it crystal clear what tasks are done, in progress, or complete."
  • "It is difficult to create templates for repeat use cases."

What is our primary use case?

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

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

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

How has it helped my organization?

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

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

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

What is most valuable?

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

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

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

What needs improvement?

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

For how long have I used the solution?

I've used the solution for nine months.

What do I think about the stability of the solution?

The stability is great.

What do I think about the scalability of the solution?

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

How are customer service and support?

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

How would you rate customer service and support?

Positive

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

Before Monday.com we used Notion.

How was the initial setup?

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

What about the implementation team?

The product was implemented in-house.

What was our ROI?

The ROI is hard to quantify.

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

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

Which other solutions did I evaluate?

We also looked into Basecamp and Clickup.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
monday.com
May 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: May 2024.
772,649 professionals have used our research since 2012.
Referral Engagement at Geon Training Solutions
User
Exceptional for time management with great task management features and helpful private boards
Pros and Cons
  • "Monday is the perfect time management tool."
  • "The system could collate information from other boards easier."

What is our primary use case?

As a training provider, we use Monday to collate information about our learners. This would be private and confidential information. We also use Monday to track people's work, time scales, and productiveness. 

Being a training provider that deals with government funding, we have to keep well-organized files and information about dates, times, and locations. With the platform, you can easily do this and monitor what other members of staff are doing and what they are up to with their tasks to see if you should start your allowing yourself to focus on your current tasks.

How has it helped my organization?

Monday has made the day-to-day running of the business much easier, with one platform that links to every aspect of the business. 

We can have a private board with sensitive information which will only be seen by assigned people. The system links to most other platforms (for example MailChimp and Outlook). Monday also allows me to allocate tasks to staff and give a time scale of when I will need this completed and will notify me once the task has been done. 

Monday is the perfect time management tool.

What is most valuable?

I have found task management the most beneficial aspect. With Monday, long gone are the days of writing notes on sticky notes. task management allows you to create timelines of the task you have and gives you the option to prioritize your responsibilities. If you are someone with a large workload and tend to forget about the little things, you can set a date/time reminder that will prompt you to complete the task, taking the stress away. 

You are also able to see what tasks other people have outstanding that could affect your time spent on a task

What needs improvement?

The one thing that I would change about Monday is the boards. I would find it much easy to have a board where you can have different items in each group of the same board. Instead, it should have the same information pre-set when you add another group.

The system could collate information from other boards easier. The mirror system, while being good, was somewhat confusing to figure out even with the helpful videos that are on the system. They do give you step-by-step instructions on how you would do this, however, I was still confused.

For how long have I used the solution?

We as a company have been using Monday since 2021.

What do I think about the stability of the solution?

We never have any problems with Monday. It's fast and we never have any issues.

What do I think about the scalability of the solution?

The scalability of Monday is great and allows us to use it in all aspects of the business.

How are customer service and support?

The customer service is great. We haven't really had any issues with Monday. When we have gotten in touch they have been helpful and supportive. 

How would you rate customer service and support?

Positive

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

We used a CRM, however, we switched to Monday as the platform as it was multi-faceted. It is allowing us to be more productive with one platform.

How was the initial setup?

The setup was quick and easy.

What about the implementation team?

We had an in-house team member set us up. That said, the tutorial videos on Monday allow you to easily get used to the system.

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

Monday is very fair with their prices and how multi-faceted the platform is. It's worth every penny. 

Which other solutions did I evaluate?

We heard about Monday and once we looked into it, we decided it was the right solution for us.

What other advice do I have?

I look forward to the new updates to see what changes have been made to make Monday even better.

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?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Digital Performance Specialist & Project Manager at Sea Digital
User
Great "My Work" features with increased transparency and streamlined processes
Pros and Cons
  • "The feature which I found most valuable is the "My Work" section."
  • "The feature which needs more improvement or development is the dashboard."

What is our primary use case?

We use the solution for client and project management. Working in a marketing agency, this is used as our main source of organizing our daily and long-term tasks to complete. Monday.com allows us to visually plan out what our clients need from us in detail to make sure nothing gets missed. Everything is easily accessible for all members of the project. It is also a tool used for observing the internal workload of each member to see what each day or week is shaping out to be and if additional support is needed for a particular person.

How has it helped my organization?

Monday.com has changed the way our organization works as we are now able to be confident in the software we are using to organize our work and grant access to clients to look at. 

This has allowed our organization to be more prepared and taught us the importance of transparency as there is no ambiguity around what task is allocated to what person and that we are well prepared to get tasks done on specific deadlines. 

We have been able to visually be able to put together projects without feeling overwhelmed. 

What is most valuable?

The feature which I found most valuable is the "My Work" section. This update has allowed us to elevate the use of Monday.com. Prior to this, it seemed like a very manual task - checking into each board to see what deadlines we had daily. The potential of tasks getting lost in a mountain of other tasks was great. The "My Work" feature has been able to let us streamline the process of looking into boards and just referring to one section as our "holy grail" - what our day is supposed to look like and what we need to achieve.

What needs improvement?

The feature which needs more improvement or development is the dashboard. There are many little quirks such as the dashboard, and workload widget that takes all members on our Monday.com account into the graph and has no feature to exclude or prioritize our internal team before other subscribers. This is an issue I have reached out to support and I have been told it is in the pipeline. 

Automations around connecting tasks status bars across different boards (eg: post-production board to a client board) would be helpful. 

For how long have I used the solution?

We've used the solution for one and a half years.

What do I think about the stability of the solution?

I have strong impressions surrounding the stability.

What do I think about the scalability of the solution?

I have big beliefs in this software's scalability.

How are customer service and support?

Technical support is great. Having a call one on one has always helped.

How would you rate customer service and support?

Positive

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

We did not use a different solution.

How was the initial setup?

The setup was very time-consuming specifically around learning the interface.

What was our ROI?

I do not handle looking into ROI. 

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

This was not handled by myself. 

Which other solutions did I evaluate?

We did not evaluate other options.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Project Engineer at Stourflex
User
User-friendly with Excel export capabilities and great data analysis
Pros and Cons
  • "Monday is very easy to use and is very user-friendly."
  • "It would be quite cool if it could connect to my Outlook calendar and put the project deadlines in there."

What is our primary use case?

We are a small engineering company and we use Monday to keep track of all of our projects. We will include information such as the client's name, project name, who is the project lead, the date received and date that its due back, what type of project it is, how we managed to get the project (via which type of marketing), the project value, quote numbers for the project, total value, etc. It ensures that we never miss a project, which otherwise is very easy to do.             

How has it helped my organization?

It has enabled us to not only keep track of our extensive list of projects - it has allowed us to analyze which types of projects are most worth our time, which clients are likely to place the orders, etc., which has allowed us to become a lot more efficient and develop new business strategies based on the heaps of data we have of past projects.

What is most valuable?

Monday is very easy to use and is very user-friendly. I must say the most valuable feature is the export to Excel feature, where you can take an entire board or just sections of it and put the data in Excel. It's great for data analysis and also to present to your boss as the list of projects you've completed and which of these were won, etc.

What needs improvement?

Monday does everything we need it to do. It would be quite cool if it could connect to my Outlook calendar and put the project deadlines in there. I'm still trying to understand the automate feature, however, this looks very promising for efficiency.

For how long have I used the solution?

We have been using Monday for just over three years.

What do I think about the scalability of the solution?

Monday has the opportunity to be useful for a company with 10,000+ employees or even just one. 

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

Monday has changed since we first started using it, however, the updates are automatic as it's a website-based solution.

How was the initial setup?

The solution is very straightforward and not that time-consuming.

What was our ROI?

I'm unsure of the exact figure in terms of ROI.

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

Set-up costs are minimal with just an hour or two of labor to customize the board how you will like it. 

I would make a note to future companies looking to use Monday to make use of all the people spots you have available. Even if you work on different teams and won't be using the main board, there will definitely be a type of board that will suit you. 

Which other solutions did I evaluate?

We did not evaluate anything else. In fact, we weren't actively looking for Monday. We heard about it from word-of-mouth and couldn't believe we'd worked without it for years.

What other advice do I have?

It's a great service and has quite competitive prices. It does exactly what we need it to do anymore. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Postdoctoral Researcher at Embrapa Agroindústria Tropical
User
Offers multiple boards, has useful integrations, and allows for credentialed access
Pros and Cons
  • "The possibility of having multiple boards is indeed a great feature that allows us to see the many projects (and their progress) at a glance."
  • "I work with many internet tabs open and would prefer having Monday.com as a separate program - not opened via the website."

What is our primary use case?

We use the product for managing all the projects and tasks of a non-profit association. 

We have several groups and task forces, and all our board members and volunteers live around the globe. We also have guest members who work on occasional projects and need access for a short period of time. We also have service providers, with whom we share several projects which needed to be on time. 

We have projects ranging from short to longer-term, including our strategic planning, which is also done on Monday.com.

How has it helped my organization?

After we started using Monday.com, the benefits were clear. We could centralize all our demands and responsibilities in one place. We have several service providers, board members, volunteers, and guest participants, and having the possibility to check the progress of their activities easily, in one place, and with a few clicks is a great service and has been much appreciated by everybody in the different teams. We now have a better idea of how we are doing with daily tasks and with the planning of long-term projects.

What is most valuable?

The possibility of having multiple boards is indeed a great feature that allows us to see the many projects (and their progress) at a glance. 

The workspaces are also an extremely valuable tool since we can have many separate workspaces for teams with different credentials. That is important to have more confidential projects set aside, and have people only assigned to their assigned projects or assigned tasks at a particular moment. 

Of course, the add-ons are important to integrate the other tools we use.

What needs improvement?

One important feature that would improve Monday.com would be an application for desktops (Windows/Mac). I work with many internet tabs open and would prefer having Monday.com as a separate program - not opened via the website. That could improve the daily managing and practical use of Monday.com. 

I do not use the Monday.com mobile app, since I concentrate on work-related things on the computer. I also work with several Google Workspaces, so that puts more difficulties for easy visualization.

For how long have I used the solution?

I've used the solution for one year.

What do I think about the stability of the solution?

Until now it has been shown to be very stable.

What do I think about the scalability of the solution?

We have not scaled up yet.

How are customer service and support?

We did not have any need to reach out to technical support so far.

How would you rate customer service and support?

Positive

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

I did not use a different solution previously. 

How was the initial setup?

The initial setup requires some time to learn to navigate it.

What about the implementation team?

We implemented the solution via an in-house team

What was our ROI?

I am not the administrator and have no sense of the ROI.

Which other solutions did I evaluate?

I did not evaluate other options previously.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Materials Manager at Howland Technology
User
Great for collaboration, makes it easy to import Excel files, and offers increased communication capabilities
Pros and Cons
  • "The ability to attach files to boards and truly make it collaborative is the most important aspect of the solution."
  • "The only issue we have now is that Monday sometimes crashes and does not recognize a change we make."

What is our primary use case?

We primarily use Monday for its calendar functionality. We are a small distributor that is working on getting a new ERP. Monday has helped us fill the gaps of our current ERP and has kept us highly organized while we work through the challenges of the current supply chain.

We track all open customer orders and our purchase orders to vendors on our board. We are able to take the working data and come up with supplier metrics such as on time percentage, days late, etc. This has helped us really have a handle on how things are moving along.

How has it helped my organization?

Monday has greatly increased communication and allows us to provide notes on open customer orders. We are able to record when our last communications were on an order with a customer and have visibility on delayed items so nothing falls through the cracks. 

We also use the search and filter functionality to view the data to determine how we can best consolidate both incoming and outgoing shipments so we can save on cost. We would have not been able to manage our pandemic response as seamlessly without Monday. 

What is most valuable?

The ability to attach files to boards and truly make it collaborative is the most important aspect of the solution. We have been able to make our internal meetings much shorter due to the fact that we all have access to the working area on Monday. It is also helpful that you can set certain notifications to make sure a colleague can address task items.

We also really rely on being able to import data with Excel and export data. It makes reporting very easy. It is an incredibly useful and powerful database of information once populated. The ability to chart information and turn it into a calendar or Gantt chart is also a major feature we use when reporting.

What needs improvement?

There are so many new add-ons and updates. I am always so impressed to see new columns, board types, and subcategories created. We are starting to look into using the subcategories on our items. We are excited to see how we can employ this feature on our shipping calendar for ease of use. We have also started using the Monday windows app instead of the browser and we really enjoy the UI. 

The only issue we have now is that Monday sometimes crashes and does not recognize a change we make. This can be frustrating creating some extra work. For the time being, downtime has been minimal. 

For how long have I used the solution?

We have been using Monday for approximately 18 months. 

What do I think about the stability of the solution?

The program seems to be stable, with few interruptions.

What do I think about the scalability of the solution?

This program seems incredibly scalable. 

How are customer service and support?

I have not worked with either customer service or support.

How would you rate customer service and support?

Positive

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

We were using our Microsoft Outlook calendar previously. It was obviously not dynamic enough to keep up with our demand.

How was the initial setup?

It was very easy for us to transfer the data using an Excel spreadsheet to import our orders.

What about the implementation team?

I completed all of the setup on my own.

What was our ROI?

The software has been invaluable to our team.

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

The setup was incredibly easy and very user-friendly. 

Which other solutions did I evaluate?

We were looking into upgrading into a whole new ERP. We instead decided to move the data to Monday while we shelved the new ERP to do more research.

What other advice do I have?

Getting it is worth it.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Senior MHPSS Technical Advisor at The MHPSS Collaborative
User
Helps with organization, offers good project management capabilities, and has helpful technical support
Pros and Cons
  • "It is nice that you can color code everything."
  • "It would be ideal if, when you are assigned a task, to somehow link it with your calendar on Outlook or Gmail."

What is our primary use case?

We use Monday.com as a team to organize our work and keep us all on track. We have different channels for our different projects and then have tasks under each project that are assigned to certain people within the organization. This helps to know when things are due and who is responsible for completing them on time. It also shows how long we have been working on a project and if we are stuck or if the project is waiting on an action from someone else within the team. We have a small team and it is nice to feel organized. 

How has it helped my organization?

It helps us to stay organized and support the management of projects. 

We use Monday.com to manage all our projects and the work that we do as an organization. 

Monday makes sure that we are all on the same page with our work and that we have the same idea about timelines and who is responsible for what. 

Project management is so important within our organization. Having this software is great as it does a lot of the work for us and guides us when needed. We host our meetings and take notes that are saved on the platform that we can refer back to. 

What is most valuable?

That we can take notes and there are different tabs that can be used to organize our work are the most valuable aspects for us. Monday makes sure that we are all on the same page with our work and that we have the same idea about timelines and who is responsible for what. Project management is so important within our organization. 

Having this software is great as it does a lot of the work for us and guides us when needed. We host our meetings and take notes that are saved on the platform that we can refer back to. 

It is also nice that you can color code everything. 

What needs improvement?

I'm can't come up with anything concrete that needs to be improved. It would be ideal if, when you are assigned a task, to somehow link it with your calendar on Outlook or Gmail. I don't know if this is possible, however, I used both to keep track of my tasks and I often have to look at both programs to see what is due and when it is due. 

Beyond that, Monday is a great project management site and it helps my organization to stay on track and stay connected to one another. It also provides us with an overview of all our work. 

For how long have I used the solution?

We have been using Monday.com for three years.

How are customer service and support?

Technical support has been great! 

How would you rate customer service and support?

Positive

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

I did not previously use a different product.

How was the initial setup?

The initial setup was straightforward. 

Which other solutions did I evaluate?

We evaluated other solutions as well and we liked Monday the best. 

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2024
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.