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Building Your Business with Monday.com!
July 14, 2023

Building Your Business with Monday.com!

Kylen Hunt | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We use Monday.com as a CRM and as a tool to use with implementing our success strategy. We structure new business ideas into steps and we create solutions through steps to change our business strategy.
  • Organizing client lists
  • Turning strategy into tactics through the simplicity of turning ideas into action items
  • Collaborating both ideas and actions steps from one board to another.
  • I'd like to see more training on the philosophy of monday.com in conjunction with the actual "how to" training.
  • API and connections are hard for non-technical people like myself. It would be better to have more very specific step by step processes with platforms like Zapier.
  • It would be great if we could connect, or mirror, a group from one workspace into another workspace. As an entrepreneur I run multiple businesses and having the ability to do this would be priceless!
  • Easy project management through idea to implementation
  • More accountability results in people focusing on the right content for the right reasons.
While it's great for most of our business, things that would make it a lot better are missing. Or it could be I'm unsure how to use the features that would make our business better.
I've been on several chat sessions and even a couple of zoom calls and the support has been great! Also, during these support calls we've found weaknesses in the Monday.com system that I believe the developers will continue to improve over time.
The system has never failed me and is becoming a bigger value to our team every day!

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

I feel like Monday.com is highly valuable in establishing expectations and accountable action. However, I personally feel like it lacks potential with reporting features for young entrepreneurs running multiple businesses and being accountable to investors. Building rolling forecast models for example are highly important to both young businesses and investor-led businesses. I've learned workarounds, but they're not easy to manage.

monday.com Feature Ratings

Project Management
7.8
Task Management
10
Resource Management
9
Gantt Charts
9
Scheduling
7
Workflow Automation
8
Team Collaboration
9
Support for Agile Methodology
Not Rated
Document Management
7
Email integration
7
Mobile Access
5
Timesheet Tracking
Not Rated
Change request and Case Management
7
Budget and Expense Management
8
Professional Services Automation
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

Evaluating monday.com and Competitors

Yes - We replaced Asana and Infinity. Both of these systems had great project management capacity, but it's not been the best for CRM. Finding a CRM to do what's needed as an entrepreneur running multiple businesses is massively challenging!
  • Scalability
  • Ease of Use
  • Other
We have to be able to scale with simplicity. We also need a platform that will scale with our CRM.
I would look deeper at CRM + project management in one system. It's a challenge to run a company, train different departments, and scale at the same time. If Monday.com was created to help a new startup with no revenue systematically become a $100 million dollar entity, it would own the largest segment of business owners like myself.