Bonsai, from Zoom, is a project management tool designed for agencies, consultancies, and professional service providers. It enhances project, client, and financial management with features like task management, team collaboration, and revenue tracking.
$15
per month 1 user (+$10 for each additional user)
monday.com
Score 8.2 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
monday.com can handle a lot of complex needs for an organization while keeping permissions, usage, and workflows separated by who needs what. It's a great software that multiple people can work out of without needing to buy separate software to keep track of some super different tasks. We love being able to upload files and use it as an archive for various things, too, so the important things don't get lost in a company folder, never to be seen again!
Intuitive board functionality with a variety of column types and customizations to address different use-cases, such as templates for user lifecycle management, checklists for onboarding.
Extensive automation capabilities to reduce tedium in more complex boards, such as our company's computer asset inventory board, to ensure devices are kept organized within the board for quicker reference.
The ability to connect boards and mirror info across them allowed us to build out a cross-functional, quasi-ticketing system enabling more efficient processing of requests that involved action items from different departments and/or teams.
We could use both the many board functions in tandem with the WorkForm feature to create an IT ticketing system that could be replicated and tailored for other teams needs.
Monday AI needs integration with Excel, Outlook and Microsoft 365. If I could share my staff availability for a given week, monday.com could learn what tasks I regularly assign to team members and build out future schedules for me based on availability and weekly needs.
Make it easier to add outside team members. Right now we have to give an account to each person who needs to view something -- and this is labor and cost intensive.
Maybe a drag and drop feature? If I create a series of tasks, could I just drag it to an individual user and let it assign them to that person?
An easier-to-print filtered calendar. Once I filter to certain tasks or staff members, I need to be able to create a legible, useful PDF that I can share out.
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
We love the library of templates offered on monday.com. We also love the fact that we can modify any template to fit our needs. And if we can't find what we need, all we have to do is reach out to support for help with creating what we need
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
Regarding customer support, I have had a good experience. With many tools, you often need to wait at least 24 to 48 hours. However, with monday.com support, I always receive an instant reply on chat with a live agent. The last time I used their support, I initiated the chat with an AI and was connected with a live agent within 5 minutes. This level of convenience is unmatched elsewhere.
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
When I arrived at my org, I was initially disappointed to hear that we used something other than Asana for project management. Fast forward just a few months, and I became a complete monday.com convert. While its organization is similar to Asana's, it's user interface, automation, and support blow Asana out of the water. I have received so many compliments from new hires about the onboarding experience, and I believe that's a testament both to the decision to use monday.com and the way we've built the program within.
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
Much easier to review my prior month and report to clients on work completed; easy to extract the information and work done to Excel to add budget tracking etc - I see this is possible in monday.com and I will investigate how/if this is possible on our current plan.
Very fast and easy set-up of Boards.
Still lots to learn and grasp - many more opportunities to become more efficient using monday.com. I'm only just getting started.
The initial automations are quick and easy to set up, and if set up correctly.
My month-end client status and progress reports are now more accurate, and I can keep track of all the information in one place (inside monday.com).
