monday.com offers a simple way to track marketing and BD efforts for small- to medium-sized companies
October 19, 2023

monday.com offers a simple way to track marketing and BD efforts for small- to medium-sized companies

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We use monday.com in our marketing and BD efforts to track individual marketing tasks and BD efforts. Since we aren't currently using a proper CRM system, we use monday.com to fill the gap and track all of our efforts in the pipeline and use it as a database of sorts for storing contact information.
  • Flexible in letting you design boards the way you need them.
  • You can move information from one board to another with little effort.
  • Templates come in handy when you don't know where to start with a board.
  • As a service that's meant to be all things for all people in all situations, it does things surprisingly well, however, if you need something more specific or want to do particular manipulations you might be better off with an Excel spreadsheet or a more task-specific application.
  • monday.com is a quick, easy way to set up tracking things for projects. That's a good thing and a bad thing. Good, in that it is quick and easy. Bad in that people get too lazy to do anything beyond enter things in a monday.com board and don't want to go to the trouble of actually using a proper CRM system. That's more an internal problem, but again, monday.com is good for what it does but can't be all things to all people.
I have used monday.com for a little over 3 months and am still learning all of the capabilities. It has a good deal of simplicity and capabilities, but I am not familiar with all of the integrations it offers. After using a proper CRM system for years, I can see a lot of shortcomings that monday.com has, but if your company is small enough that you don't need a proper CRM system then monday.com can work just fine.
We have never had an outage with monday.com that I have been award of.

Do you think monday.com delivers good value for the price?

Not sure

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?

I wasn't involved with the implementation phase

Would you buy monday.com again?

No

monday.com is great at tracking tasks you need to perform in a kind of "to-do" list. You can customize your boards and move things from one board to another with relative ease. I still have not figured out how to access all the boards I have permissions to use. Often I need people to reshare boards with me because I just can't find them in the hierarchy system monday.com chooses to use.

monday.com Feature Ratings

Task Management
8
Resource Management
8
Gantt Charts
Not Rated
Scheduling
8
Workflow Automation
8
Team Collaboration
9
Support for Agile Methodology
Not Rated
Document Management
6
Email integration
Not Rated
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
7
Integration with accounting software
Not Rated