monday.com is a Staple in our Software Diet
August 17, 2023

monday.com is a Staple in our Software Diet

Cathy Cain-Blank | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

It's our platform for managing client projects and our own marketing projects and programs. I can't imagine operating without it! For both client projects and our own work, it does a wonderful job of enabling us to track detailed tasks, remind ourselves automatically of what needs to be done and when, and so on. This applies to training, onboarding clients, creating blogs, social media posts, marketing emails, the works. We all operate remotely so the ability to collaborate and share information and updates online is huge.

Pros

  • Automated reminders for tasks
  • Ability to assign tasks to multiple people
  • Ease of moving tasks/groups and archiving and retrieving boards
  • Integrating with Google sheets (this has been big for us for having client boards with Google sheets with content for projects
  • Having the option of private boards for users (not using currently but we did for a while)

Cons

  • Would be good to move the divider between the sidebar and boards themselves -- some board names are long, we can't see them in their entirety
  • Would love to see a general/main way to add notes to a board -- and/or group -- about a project. We like having boards with tasks, but there's no place to pin a note at the top that would be useful to refer to
  • Do more with the HubSpot integration
  • It's enabled us to operate with a remote team
  • We have fewer meetings because we can collaborate/share information and content online
  • We are always prepared for client meetings because we track project tasks (completed, in process, waiting for client, etc.)... and it means we can easily fill in for one another since the status of a project is always in monday.com
It IS easy to use... I just need to spend more time exploring the Templates and customizing them for our needs. I'm not always the most patient technology user, but I'm glad we chose monday.com.

We don't use monday.com for our CRM, so a lot of the integrations don't apply. We use HubSpot for our CRM, which is great, but it is NOT good for managing Projects.
Two of our users reach out if they have questions or on occasion, an issue. They've always told me that support is responsive/helpful. Frankly, we don't need much support, the platform is good!
Day in and day out, we can rely on all the automations and notifications... that's key because everything we do is deadline-driven.

We have certain processes set up so we can easily copy groups/boards and update them when we start working with a new client... that's a big efficiency.

I don't think we've ever experienced downtime with monday.com.

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

I've tried Asana and Basecamp and Trello... they weren't a good fit. I like monday.com's flexibility and continual enhancements for our team. I think it's great for both small agencies (we're small, not sure about a large agency's needs) and any marketing team that has a lot of projects going on.

monday.com Feature Ratings

Task Management
10
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
10
Workflow Automation
8
Team Collaboration
10
Support for Agile Methodology
Not Rated
Document Management
10
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
Not Rated
Integration with accounting software
Not Rated

Comments

More Reviews of monday.com