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

Excellent app for task, project and client relationship management

Anonymous | TrustRadius Reviewer
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
Already answered in previous question.
Already answered in previous question.
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

Already described in previous question.

monday.com Feature Ratings

Task Management
9
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
Not Rated
Workflow Automation
Not Rated
Team Collaboration
9
Support for Agile Methodology
Not Rated
Document Management
Not Rated
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

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