monday.com Company Wide Implementation
August 16, 2023
monday.com Company Wide Implementation
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with monday.com
monday.com is used for project management, remote work operations, sales, implementation, client management, and case management. [...] is replacing Salesforce with monday.com. As a fully remote workforce, monday.com is allowing us to manage our remote team more effectively while also streamlining complicated processes which Salesforce enforces.
Pros
- Easy to design
- Smooth UI
- Reduction in manual labor via automations
Cons
- In my opinion, the email functionality and reliability are dismal. In order to be a CRM, we need reliable capability to track our communications with customers within the email tab. The use of the update section is not as viable since we need to copy and paste missed emails back into the email pane when the system fails to record the email. This one item is the largest complaint for our company.
- Board item count limitation causes a significant issue for us since we manage tens of thousands of clients. We are unable to keep all of our contacts on one board which increases the complexity of maintaining our contacts. We are also unable to associate an array of items back to clients since each board can only have a small amount of links.
- monday.com forms which function more like SuperForms would greatly assist our data collection needs.
- For us, monday.com is cheaper than Salesforce but requires a lot more set up to build it out to be a true replacement. It'll pay for itself by 8/2025. Even though I had to keep Salesforce for a year, I was able to trim around $20k in direct license expenses but increased my system complexity since I am now in two systems.
- Big plus was project and case management
My only issue with monday.com is the poor email integration. An easy scenario which I am having to build is case to ID referencing with status changes. We want emails to associate to cases reliably and change the status to let us know that the case has a response. To me, this seems like an easy thing to accomplish, but in my experience, it is not in monday.com. We make 10,000 cases a month and cannot function efficiently without a robust email management system.
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?
No
Did implementation of monday.com go as expected?
No
Would you buy monday.com again?
Yes
Comments
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