Likelihood to Recommend If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
Read full review Prior to monday.com, we were using
Trello as our team task management tool. What monday.com has allowed us to do is to easily create sub levels to tasks, create multiple stages for each task and to easily assign people to different tasks in a way that is visually appealing and easy to understand.
Read full review Pros Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore! The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too! Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance. Read full review Automation/integrations - Choosing from template automation or creating your own, integrate across platforms. Dashboards - Different views i.e. kanban, gantt chart, tables, forms. All info in one place - Add all of the necessary files for each task inside of Monday; don't need to go looking for ages in different folders on our internal system, add comments, and add assignees to each task—very content-rich way of presenting information. Read full review Cons the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup Read full review Ensuring I have set up a Private board vs public board is not clear - it would be useful to have an additional alert when creating a board as I work with sensitive information. It will eventually be used in a team based environment but while I test the boards, they needs to be private. Time tracking is clumsy, could be easier to record Read full review Likelihood to Renew There are some similar programs out there that are offering ambassador accounts.
Read full review 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.
Read full review Usability There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
Read full review On the surface, monday.com looks easy to use - it is indeed easier to use than almost all competing products. (There is one exception where they are on par.) But, I've come across so many organisations that start well with monday.com and then struggle because of the disorganised mess that is created. You have to have clear frameworks *before* you adopt monday.com as the ones that come out of the box are too simplistic for the average organisation. Otherwise, you need a system owner internally who can guide and help the organisation with monday.com adoption. At our organisation we have both.
Read full review Reliability and Availability There have only been 2 instances in the past year where monday.com was down.
Read full review Performance 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?")
Read full review Support Rating The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
Read full review I used this capability last week for the first time and scheduled a call. Michael was so helpful. He listened to what I was wanting to accomplish and got back to me within a few hours with a screen recording of different options. I had one question on one of the options and when I replied, I got a new person that wanted to set up a call. I declined because that would be like starting all the way over with what I'm wanting and what he presented to me. I think if we have follow-up questions, we should be able to ask them to the same person we just worked with.
Read full review Online Training 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.
Read full review Implementation Rating 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.
Joseph Madere Learning Management System Analyst -- CornerstoneOnDemand
Read full review Alternatives Considered Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code.
HoneyBook is not available for people outside USA & Canada. I haven’t used
17hats for a very long time but the user interface is pretty much the same
Read full review Airtable served us well for data management. However, our senior management told us Project Managers we would no longer be using
Airtable . monday.com serves us well with project management AND light-weight database usage. Workfront served we Project Managers very well. However, Workfront was never going to be accepted by our non-Project Managers for managing their projects. monday.com's ease of use and colorful UI build adoption among our non-PMs
Read full review Scalability 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.
Read full review Return on Investment Clients are excited to hire me because my onboarding process is so professional Easy of use makes collecting payment from clients easy Streamlined process allows me to charge more for my services Read full review My favourite example? We used it to take a failed start-up, one where the prime investor was considering pulling out - to being a listed business (EURONEXT) within 18 months. That business now has a market cap at around $200m. Turnaround of a struggling health tech venture that was buried under endless spreadsheets by its investors - from loss-making to £2M EBITDA in two -years. Offshoring - Through the adoption of Monday as a key workstream management tool (moving off JIRA) we were able to reduce resource costs by over £2m per annum, without any change in efficiency or quality. Read full review ScreenShots