Excellent app for task, project and client relationship management
August 18, 2023
Excellent app for task, project and client relationship management

Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with monday.com
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.
- Cannot provide any examples like this
These questions are getting repetitive.
I've already written a 200+ word review with all the details I can offer.
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
Comments
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