Monday is customizable and what you make of it.
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
We use Monday for lead management and project management for our team internally. We keep all notes about a project on Monday. We also use it to send automated emails to our clients and free up our administrative time. Finally, we use it to send reminders about billing and reviews.
Pros
- Sending automated emails.
- Keeping lists of clients.
- Flagging specific dates for when you need to contact people.
Cons
- Sometimes, it's a little technical to set up. Someone who isn't particularly savvy will have a hard time setting it up.
- Sometimes there are glitches in the automations.
- The comments areas can be confusing- how they nest. Things can get lost in there.
Likelihood to Recommend
I find Monday helpful for lead management. It's great because details like phone, email, and addresses are specific columns from which we can grab data and pull it into other areas. It's great to see who is assigned what and to know what the next steps are for your leads. We use a different scheduling tool with our team, as that calendar view isn't as robust.
Vetted Review
2 years of experience