EZOFIS vs. monday.com vs. Pipefy

monday.com is awesome, I use it everyday. It is so much easier to track projects, items, tasks, events, etc and to get everyone on the same page with status relating to projects. A few of my monday.com boards are essentially upgraded spreadsheets that are much easier to digest and automatically send out reminder email to myself and my team. I have been very happy with using monday.com and recommend it to all.

Incentivized

Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.

Incentivized

• 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.

Incentivized

• Flexibility on process management.
• Internal automations and connections to different data bases and boards.
• Easily connection with external programs through API's.

Incentivized

• 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.

Incentivized

• I would like to be able to add a due date without a time attached.
• I would like to see completed tasks be deleted after a set amount of time.

Incentivized

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.

Incentivized

It's super easy to use and understand if you are even moderately confident with technology. Sometimes users who are less confident have trouble finding or even knowing about certain features. However, it can be set up in a way that enables them to use it cleanly if another member of the company does the setup.

Incentivized

There have only been 2 instances in the past year where monday.com was down.

Incentivized

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?")

Incentivized

Each time we have reached out to support for help, we received it in a timely fashion. We love that we can get help from the chatbot or we can get help from a live person. Each time we have gotten exceptional assistance with the matter at hand.

Incentivized

Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.

Incentivized

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.

Incentivized

• monday.com is a very beginner-friendly tool, Very easy to set up boards and time tracking for the team, connect boards facility allows you to connect with multiple boards and see data in 1 board as mirror columns.
• CEOs, CTOs, and Managers can easily set up dashboard in order to track reports from each board in 1 place. every efficient and time savior.
• We can choose a plan on the basis of team and requirements. We can add multiple users in the workspace. The best part is We can add free guest users in the workspace.

Incentivized

• Our processes are more organized and we are not missing any steps.
• We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
• We are able to keep track of customer billing changes easier.

Incentivized