Great for CPA Firms.
August 23, 2023
Great for CPA Firms.
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with monday.com
We use Monday.com to organize our tasks/jobs that need to be assigned to employees and get completed. We use the date feature to keep track of the timing that jobs come in and are completed. We attach all our correspondence with employees and clients to this board. It is easy to see what has been completed and what communication has been made with our clients. I would love to see a place for multiple email receptions - so that you do not have to find and attach other email addresses to your email messages.
- We love the status bar and use many status labels for each employee.
- The sort and filter capabilities are great. We sort by status and filter by client name or employee name. 'Tis a great feature.
- The comment section is done well. It is easy to see what others are doing and sending, etc. It makes it easy to keep track of where we are in our service process.
- Linking boards - there could be a few more options. Also, since we linked a prospective client board to our active job board, we always get a warning when we want to archive a job that is completed.
- Link multiple email addresses to one email tab. It would be nice to send email to more than one person.
- Since we started using Monday.com, I feel that organizing and assigning our jobs has become so much easier.
- Time in staff meetings has decreased efficient time management.
We like it. AS mentioned before, we spend less time in meetings trying to get organized. We can assign tasks, enter additional information in the conversation section, and also track client messages in the conversation section.
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?
I wasn't involved with the implementation phase
Would you buy monday.com again?
Yes