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.
$36
per month (3 seats)
Workbooks
Score 4.9 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
The platform has a good deal of versatility and extensibility, but I do not feel it is well suited for anything too complex. More complexity seems to bog down performance and increase maintenance to keep everything humming. As much as possible, avoid creating too many bespoke workarounds that will end up creating tech debt. The platform seems to work best for more straightforward scenarios and smaller to mid-size companies. Pricing can be reasonable for specific teams, but can feel a little too pricey for company-wide usage. It has served us well for the early stages of our company, but we find ourselves offloading the more complex use cases to other apps specifically developed for those, and reducing to just those teams that are more deeply embedded in the functionality.
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
I like summary of subitems, especially with subitasks as subitems and add item tracking for each subtask it can show total tracked in parent item. Similar with other columns, like numbers, status, date.
Dashboard features, Many kinds of dashboard view available, we can utilize on the basis of requirements.
monday.com workform is very powerful, easily share form link when submitted it will create line item in board with provided data.
monday.com automation is very helpful in order to automate steps with specific rules and easy setup.
monday.com also provides integrations in order to automate processes if need to integrate multiple app together. or need to transfer data between multiple apps.
Sales process management from enquiry to delivery of product
This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
The FD loved it
The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
I would like to see our company logo show up larger on the form feature.
I prefer the version of the form they have now instead of the new version for 2025. The current form shows the questions in bold font, and the new version does not. This may mean it could take our volunteers longer to get to the pertinent information on the form.
It would be nice if monday.com staff had monthly webinars showing how to use some features. such as, using formulas effectively.
There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
I am sure that would increase productivity even further (if it's of the same standard as the main environment).
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.
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
I give monday.com a 10/10 because I almost never encounter any lag or connectivity issues despite all of the many templates, boards, and automations we have. As a matter of fact, I feel like the last issue I encountered was over a year ago... and I'm in monday.com every single work day. Not only is monday trustworthy, it is easy to find what I'm looking for... making the overall usability extremely hard to beat.
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?")
monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
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.
monday.com is cleaner, offers more customization and is easier to design out with a team project focus in mind. With the ability to automate steps as well, it is super easy to move tasks along, have stages auto-update and to go through my personal to-do list of tasks to get things done.
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
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).
