Item: monday.com
Rating: 10
Author: Ariel Levin

Use Cases and Deployment Scope

We use monday to manage the setup and day to day of our cold email department. We have a board that manages the overall system and separate boards for each client with the steps needed to onboard and launch them.

Pros and Cons

Visual representation of the steps, who is responsible and when it is needed.
Quick set up with ready-made templates
Updating boards and tasks through the app and through email

CRM functionality
Automation
UI - when you have dozens of boards it may require lots of scrolling to view them

Return on Investment

We don't miss any important tasks anymore
We have a quick overview of where things may be stuck
Our process runs smoothly

Alternatives Considered

Asana, Trello and Pipedrive

For onboarding, task management, and dashboard view we prefer the monday experience to other alternatives.

Other Software Used

Pipedrive, Zapier, Google Analytics

Likelihood to Recommend

If you need to manage projects alone or with a team (and a remote team) monday is ready to deploy, easy to use, has great onboarding support, and will help you to be successful in managing your projects even if you're not a natural at it.

Monday for managing repetitive projects

Overall Satisfaction with monday