Use monday.com every day :)
August 15, 2023

Use monday.com every day :)

Laurie Allen, CFP® | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

Instead of using the boring difficult work flow you can build inside of a CRM we started using monday.com. It's very helpful for the visual focused person or team and even though it would be more convenient to use a workflow inside of our CRM, monday.com is just superior. So we've kept using it to track new business, service requests and also track our sales number over time. There are lots of color to choose from but I actually wish there were more bc we have lots of different service requests and prefer to use the colored icons instead of plain text boxes that are unlimited but it's still one of the best features.
  • Colorful status boxes
  • Sub items for tasks
  • Tagging and team work
  • Being able to sort by date for a group and not the whole board
  • More colors for status boxes
  • One box for inbox and notifications. Sometimes it's.confuaing and we miss things that only show up in updates. When you click on updates they all clear out.
  • Increased visibility of admin work
  • Better time stamping of work done
  • Less items being forgotten or skipped
  • Better archive of previous tasks.
We find it easy but are not sure if we are using it to the full potential. We haven't used the automation built in bc it couldn't predict when we need something or not so it just creates clutter on the board. Otherwise it's working for what we need.
I actually didn't know this. I've never really spoken to anyone.
We really like it and we've like the upgrades that have been brought out. We use it daily and as a boss it's help tremendously to track and manage work of employees.

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

monday.com is very suitable for a service based industry or project management. We tried the CRM briefly bc I wanted to have it all together but it didn't function like I needed it to, it wasn't traditional enough of a data vault where you could collect lot of ongoing info on a client so we moved on. Oh well.

monday.com Feature Ratings

Task Management
10
Resource Management
4
Gantt Charts
Not Rated
Scheduling
Not Rated
Workflow Automation
7
Team Collaboration
10
Support for Agile Methodology
Not Rated
Document Management
7
Email integration
Not Rated
Mobile Access
8
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated