Item: monday.com
Rating: 10
Author: Sharon Reaves

Use Cases and Deployment Scope

I am a Freelance Web Designer and needed a tool to help organize my projects and leads. I initially dismissed monday.com as I know it's typically used for teams and collaboration but as a team of one I would highly recommend it. At a glance, I can see pending and current projects, their contact information, my last point of contact and estimated budgets. I hadn't realized how much new business I was losing by not following up with initial outreach. It's also a great reminder to check in with ongoing clients and has generated new work/revenue.

Pros and Cons

Client CRM.
Tracking ongoing projects.
Tracking leads and proposed budgets.

I honestly can't think of anything. It's so highly customizable.

Return on Investment

Time Savings to have a general repository to track ongoing clients across a variety of sources and platforms.
Increase in closing new business leads that were previously lost in email and forgotten.
Improved budget planning as I can see at a glance when projects are due and the associated project cost/projected income.

Usability

It sparks joy from the inner geek and master organizer in me. I've tried so many other tools that had a steep learning curve and seem like more work to manage than they were worth. monday.com has a great user interface, it's highly customizable and can be set up in minutes. They also have great resources if you need a bit more help. If you think it can do it, it probably does. Don't be afraid to play.

Support Rating

After a quick evaluation, I really wanted to use monday.com but since its primary use is for teams and collaboration I put it aside for a while and continued to evaluate other tools. In total frustration, I reached out to their support who very graciously and quickly made me aware of how I could utilize monday.com as a freelance team of one. Quick response and I got exactly the help I needed. Otherwise, I've never needed help or support as it's super intuitive to set up and start using.

Reliability & Availability

It's been great! I keep it open all the time and reference it often. It allows me to stay on top of my ever-shifting priorities, better manage my time and capture new business. Honestly, it's just fun to use and I love that I can make it my own.

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

Toggl, Slack, Elementor

Likelihood to Recommend

I use monday.com to keep track of current and ongoing projects/clients as well as leads. It's a great problem to have but I have so much work sometimes that I forget to follow up or check in. monday.com has been a great repository to track leads, keep track of proposed estimates and set reminders to follow up. It allows me to make notes, add links and have contact information available all in a glance. It's been a game changer for me as an independent freelancer/small business owner.

monday.com - Great for Freelancers and teams of one

Overall Satisfaction with monday.com