Item: monday.com
Rating: 10
Author: Aimee Divico

Use Cases and Deployment Scope

onboarding doctors, tracking state and federal licenses, working through large projects, storing data, creating timelines, mapping, communication, integrating work with other softwares, automating processes, sharing information company wide, importing/ exporting, organizing spreadsheets, CRMs, marketing & events planning

Pros and Cons

allows us to set automations, which cuts out a lot of work and ensures people are notified when they're able to start their part of the project
easy to organize views
share data cross company

a great calendar system would be enormously helpful
dates, such as anniversaries, can't be set to auto repeat yearly in automations
hubspot integration malfunctions if more than one integration recipe is set up

Return on Investment

it has removed a lot of communication issues. everything is right there for everyone and a lot of the workflow is automated, so people are automatically notified.
we started using it with only 3 people and now I'd like to roll it out to all administrative staff. it can't be beat for keeping everyone on the same page.
it tracks my emails and calls in the notes section, so i don't have to.

Usability

for as much as it does, it's shockingly easy to use. the trainings they give help a lot, but it can be used with little to no training. The good news is that only one person needs to know how to do delve into the more intricate things like setting up automations and integrations. but even those are pretty simple. especially with the training videos they provide and customer support.

Support Rating

they are quick and willing to help. the only time they didn't have an answer as to how I could work around or fix something was when the integration itself needed to be edited. otherwise they've always had easy answers. they've also been willing to help via chat, email, call or video chat.

Reliability & Availability

monday.com works exactly as advertised. The automations and integrations alone save a ton of time and frustration.

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

Microsoft 365 Business Premium, Zoom, Canva, HubSpot CRM

Likelihood to Recommend

I absolutely love monday.com and I'm sure they're going to have any kinks I mentioned fixed expeditiously, if it isn't an error on my end already. Extremely helpful support staff. working my projects in here is a dream.

monday.com wins compared to many other workflows softwares

Overall Satisfaction with monday.com