Monday the Multi-Use Tool
August 15, 2023

Monday the Multi-Use Tool

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We use it to manage and keep up with claims for our customers. It helps us manage the point at which the claim is at, and what needs to be completed. It also keeps track of which representative is over what claims, then what claims are ready for invoicing and accounting.

Pros

  • The rotation and color coding of the status bar is very beneficial
  • I appreciate being able to add notes and updates to the subitems
  • I like that I can generate documents in the program and not have to export the data to create a document.

Cons

  • Some documents take a little bit to generate, but that could just be due to slow internet
  • When I search by subitem information, it doesn't let me know what claim that subitem is from
  • Occasionally when I duplicate a project, it duplicates it more than once.
  • Increased productivity and tracking on representative interactions
  • easier management of claim activity per customer
  • easier tracking of duplicated or reoccuring claims
The interface is incredibly easy to use. All of the employees trained on it have been able to catch on quickly and adjust their project boards to meet he specific needs of their departments. Getting notifications when project managers note on claims assigned to certain representatives has been a great help with accountability and productivity.
I have not had to use the support function, but everything else has worked properly. I assume it will also work with the same level of excellency.
All the features we use have worked for their intended purposes. It helps expedite some more tedious processes by generating the documents instead of having to export to an external template. With the expedited procedures, it has increased the speed in which claims are completed and the productivity of the representative.

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?

I wasn't involved with the selection/purchase process

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

It is very well suited for keeping up with claim locations and lists of clientele. It is great at keeping up with relevant information with the projects. The notification button does only let you notify a week out, which is slightly inconvenient due to the fact that we do monthly follow-up with completed claims.

monday.com Feature Ratings

Project Management
9.7
Task Management
10
Resource Management
8
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Document Management
10
Professional Services Automation
10.0
Quotes/estimates
10

Comments

More Reviews of monday.com

  1. Home
  2. Project Management Software
  3. monday.com Reviews
  4. User Review of monday.com