Item: monday.com
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use [monday.com] for managing all of our workflows, both client-facing and otherwise. We also store all [the] client data in [monday.com] as well.

Pros and Cons

Extremely flexible
Great documentation/knowledge base
Wide range of features

Tough initial learning curve, lots of setup time and time training staff
Not built for our industry, so doesn't connect with some external tools that we'd like it to
No phone support, only email
Gmail integration could be more complete

Return on Investment

Huge increase in reliability of our workflows
Nearly all business info tracked in one place
Allows for good communication right within context of a workflow, rather than scattering across email/Slack/meeting notes/Dropbox/etc
Dashboards allow for better monitoring of key metrics

[monday.com is an] extremely flexible tool that can be used for nearly any purpose for nearly any kind of team but required a big initial investment to set things up in a way that work[ed] for our situation. Once everything is set up it's easy to use on a day-to-day basis.

Support Rating

Email support has been helpful and reasonably prompt but [monday.com doesn't] offer any phone support so sometimes it's been tough to find solutions to more complicated issues. The product documentation and knowledge base information are very thorough, and there's also a great community of [monday.com] users who help each other answer questions.

Reliability & Availability

[monday.com is] extremely reliable. We've had no issues. [It's] easy to access on multiple platforms.

Key Insights

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

Yes

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

Other Software Used

DocuSign, Google Workspace (formerly G Suite), RightCapital, Zapier, QuickBooks Online, Acuity Scheduling, a Squarespace company, Squarespace, Dropbox Business

Likelihood to Recommend

[monday.com] is great for tracking large amounts of data covering every area of our business. We use [monday.com] for managing workflows that involve multiple steps completed by multiple people over varying timeframes, and everything has come together very nicely to make us more productive [and] effective. We also keep client meeting notes in [monday.com].

Super Flexible Tool that Has Become the Center of Our Business Operations

Overall Satisfaction with monday.com