Monday.com was just what we needed!
August 22, 2023

Monday.com was just what we needed!

Isabel Baez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We use monday.com to track daily tasks, new customer onboarding and following up with customer through a survey form. Our company is growing at a rapid pace and we were scrambling to keep everything streamlined in a way that created visibility to everyone involved in the tasks. On top of this, there were tasks that had opportunity to be automatized in order to create more space in everyone's day to day. Our supervisor discovered monday.com and it has been the best tool so far.
  • Managing daily tasks or tasks that require follow up
  • Survey forms and automation with email
  • Project Management
  • The survey automation linked to the email could use some updating. Currently not able to send email to multiple people in just one go or modify the email message to include our company signature
  • Given time back to focus on other task that always get put off
  • Created visibility across the board on currents task and workload
  • Created historical data to analyze time completion, resources used and categorize
I believe monday.com is one of the few interface platform that can truly be called user-friendly. It walks you step by step on how to create your dashboard and has a help center with articles/videos to further explain any additional intricacy/automation you want to incorporate to the dashboard.
I have yet to use the customer support, so I can't elaborate on this aspect.
It has given me the ability to better manage the onboarding process for new customers, reactivating customers accounts, broker set up and managing existing customer accounts. From this data, I can create charts and visuals to provide on our monthly company wide meeting.

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 well suited for managing task or projects that involved several steps and different depts. or key players to move on to the next step. It is also very helpful for keeping a personal historical database of task that you have completed and the ones outstanding. The platform is super user friendly and easy to use. It also has a help center with a step by step guide on how to use each feature.

monday.com Feature Ratings

Task Management
10
Resource Management
10
Gantt Charts
Not Rated
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
Not Rated
Document Management
Not Rated
Email integration
10
Mobile Access
Not Rated
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