Versatile software - we wouldn't be without it!
August 25, 2023

Versatile software - we wouldn't be without it!

Louise McCarthy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We use monday.com as our CRM and this board links through to a number of operational workflow boards. We also have a project board. monday.com has removed our need for multiple spreadsheets, enabled us to connect our workflow across the entire business and automate lots of repeat tasks.
  • Filtering - you can set up views so different users can just see what they need at a click of a button.
  • Automation - we can automate lots of repeat actions and also use this a lot for notifications ensuring the right people in the team get notified when they need to.
  • Links to our phone system enabling one-click calling.
  • More automation options please :)
  • Better links with Trello
  • An API with Qwilr (sales proposal software) too please :)
  • I've saved 0.5 FTE in our operations team since we got Monday up and running (used to have 3 FTE, now have 2.5 doing the same level of work).
  • We give a better customer service as the team can access specific info quickly and see customer history.
You can pick a template and go for it. Then update and add automation as you go.
We've always had a good response from customer service and we're based in New Zealand!
We have rare occasions when automations don't work but this could be down to a slow internet connection or something going on with monday.com. I love that I can access the System Status page so can troubleshoot myself where the source of the issue is. But we've never experienced the system not working.

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

It's so versatile that once you know how to use it you can apply it to any workflow. We use it well for sales, production, customer service management, project management and I've just started a private HR board so I can better track staff development, performance etc.

monday.com Feature Ratings

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