We use monday.com for all aspects of the company. We use it for rebate incentive tracking, information boards for our sales reps, invoice and sale tracking, ordering, and job scheduling for our install crew. We love that it can be used in all factions of our company and that even someone with little computer experience can navigate it.
Pros
tracking
custom board building
automations
invoice tracking
warranties
installs
scheduling
Cons
integrations, like outlook and gmail
calendar view options for scheduling and linking the outlook calendar
to do lists
more simple board options
Likelihood to Recommend
it has completely changed our productivity at the office. We were doing everything on google sheets and excel forms before. monday.com has been crucial in us being able to blend all our departments together more seamlessly. We have less errors in processing and getting information between departments and the fact we can access the info anywhere is amazing for when we travel.
VU
Verified User
Manager in Corporate (Utilities company, 11-50 employees)
I use monday.com as a project management tool for our team members to stay in touch on a specific project. We all work remotely so this really helps us all stay updated on the progress of the project and collaborate together. Having all the information in one place has been a gamechanger for our organization.
Pros
We can all work on a document at the same time
We track our company OKRs
The visual boards give us a quick glance at information
Cons
It does not track time. We have to use another software solution for that task and it would be nice to have it integrated.
We use Salesforce for our CRM and I do not think this integrates together.
Likelihood to Recommend
monday.com is great for us because we have several remote working teams. We really like how each member can log in and work on a project at the same time. We can edit documents together. This allows all team members to be updated on the project status at all times.
VU
Verified User
Director in Sales (Utilities company, 51-200 employees)
We use Monday.com to collaborate across functions. Payroll and HR Leave team share information about important Leave of Absence changes by pay period so that we can track leaves. We also use the board to track important dates in Payroll, Quarter tax filings due dates, or Year End task. We also use Monday to manage Projects and collaborate on process improvements.
Pros
Collaborating across different functions
Sending reminders on due dates - Notifications are super helpful
Project Planning - Keeping everyone on track with task they need to complete
Cons
I struggle with creating a form to be completed through Monday.com board. That setup is not easy.
Creating new Boards can be challenging and time-consuming
Training others on Monday board also takes time
Likelihood to Recommend
While Monday.com has its complexities, I still believe it's a great tool to collaborate across functional areas. I love the project planning and the robust functionality Monday.com has to offer. While I may not be 100% comfortable with all of the functionality, I'm learning and enjoying the experience.
Our company is completely remote and virtual. We all use monday.com as a way to keep everyone organized and on the same goals/deadlines. Everyone can update or make notes as to progress and keeps everyone informed. Great tool for the remote workplace. Easy to see graphics to let everyone know who is assigned to a project, what task they may be on and the approaching deadline.
Pros
easy for all skill level users to see and interpret.
great for remote companies
keeps the team up to date on approaching due dates with alerts
Cons
Add a bit more user flexibility
let users change background colors to match organizations color scheme
Likelihood to Recommend
This is perfect for a remote workplace. All our staff is on different time zones and it allows us to see who is assigned to what, in progress or completed. It allows us to efficiently communicate without being in the same building. Each user can add documents, tag others and let them know when something is needed.
VU
Verified User
Employee in Engineering (Utilities company, 1-10 employees)
I'm a professional speaker who leads dozens of conference keynotes and workshops across North America every year. Each new business gig requires a dozen or more critical tacks like booking travel, sending invoices, and emailing and calling clients. If I were to miss a step or a critical deadline, I would lose business perhaps forever. Before I started using Monday.com, I tried spreadsheets, word documents and other simple To Do lists. But they were clunky and labor-intensive and often still failed. I researched and "test drove" several systems like Monday.com and found that Monday.com was quicker to learn, easier to use, more affordable, and more flexible than any other system. Now, after having used it for about 8 months, I cannot imagine trying to run my business without it. I use Monday.com as a project / task management system to keep track of active client projects I'm delivering. I also use Monday.com as a Client Relationship Management (CRM) system for new prospects I'm pursuing, and for colleagues I regularly chat with. I'm even now using it for home projects too (like researching scholarships to put my kids through college). On any given day, I'll nearly always have three apps open: my calendar, my email app, and Monday.com.
Pros
CRM
Task management
Tracking notes from conversations
Cons
Make due dates automatically add to my Google calendar
Change the "Write updates via email" to include the whole thread, not just the most recent message.
Likelihood to Recommend
Already described in previous question.
VU
Verified User
C-Level Executive in Corporate (Utilities company, 1-10 employees)
Companywide usage for workflow. Tasks may be assigned to us by management, and this works as our head office is overseas. Tracking tasks if there are multiple people involved and providing extra assistance where needed.
Pros
Easy to use.
Tutorials are clear.
Public and Private work boards as an option.
Minimal training required to use monday.com
Cons
currently i do not have anything that has become an issue
Likelihood to Recommend
locking of workboards if there are private matters. however, monday.com shouldn't be used for private matters such as HR.
VU
Verified User
Administrator in Corporate (Renewables & Environment company, 1-10 employees)
The Monday platform allows my company to keep track of all client information regarding the installation of their Solar PV system. From signing all the way to powering on of the system. We can keep track of every step and use some great features to better manage and communicate information between team member. The platform also helps us keep track of maintenance for both clients and non-clients of solar PV systems. The many features available on Monday allow us to separate and keep track of these maintenance calls in a orderly fashion.
Pros
Different Boards
Available features for making updates
Integration
Cons
Notifications separated by importance
Likelihood to Recommend
I feel it is well suited for all the needs that my company desires and wants. Any idea that is thought of we are typically able to implement onto our boards. Monday has a lot of features and options that are availible for use that make this very nice to use.
VU
Verified User
Engineer in Engineering (Renewables & Environment company, 11-50 employees)
Project management, customer contact management, operational processes, and storing data for company-wide access.
Pros
Organize data
Hold users accountable for actionable tasks.
User friendly
Great layouts and dashboards to choose from.
Cons
Ability to customize groups within a dashboard.
Clearer notifications.
Likelihood to Recommend
I always recommend monday.com to co-workers, there are employees that still operate on paper and this is a great opportunity to get away from paper and keep yourself organized. I love the ability to organize data in a fun way!
I use monday.com for all internal and cross-functional project management initiatives. I am a member of a 5-person marketing team who helps manage global marketing initiatives in multiple time zones, so it can be difficult to stay on top of everything. monday.com boards and automations help us lay out realistic timelines and goals for our marketing campaigns related to: product releases, new partner launches, in-person events, virtual events, and other marketing-specific efforts like acquisition, retention, and reactivation. We use a basic paid version which allows us to create unlimited boards and invite our colleagues from multiple different teams so that we can keep all relevant stakeholders in the loop and accountable for all involved projects.
Pros
Project Management re: multiple teams, team members, tasks
Data aggregation
Automating tasks to simplify board updates
Notifying team members of changes to the projects
Cons
live view to see if others are actively working in your board
Likelihood to Recommend
I was tasked with solving a specific problem - we don't have enough of our base subscribed to our marketing emails - so I used monday.com to help lay out a plan for an Email Reactivation campaign (the first time I've ever done this). With the templates and automations, I was able to lay out a thorough and organized Email Reactivation strategy with a realistic timeline across 3 cross-functional teams, 14 stakeholders, and 40+ tasks start to finish all within a single board.
