monday.com Review

Monday.com Ratings at a Glance

monday.com Product Offering

monday.com blends project and task management with collaboration features, automations and AI capabilities.  You can think of it as an all-encompassing productivity suite with features to divide your team's work, monitor project progress and ensure timely completion of individual tasks as scheduled. To simplify the process, the platform provides hundreds of ready-made project templates. Whether it's daily tasks or departmental planning, these templates offer a quick and structured setup for your account. 

Thanks to its flexibility, you can seamlessly customize your chosen workflow design to fit your organization's needs. For instance, you can leverage the star system to indicate different task priorities. You also can explore various display options, including the popular Kanban board and Gantt charts. monday.com also simplifies task assignments among team members and subsequent monitoring. For example, the Timeline view offers a comprehensive overview of your project, including who is responsible for each part of the project and when different tasks will be completed. 

The platform streamlines your work organization and enhances your overall efficiency, making your project execution effortless. This is because of its advanced collaboration tools that enable your team to communicate, share essential files and provide feedback on work progress. Moreover, monday.com integrates with numerous third-party productivity tools like Trello, Slack and Mailchimp, meaning the system will seamlessly work with your current tech stacks if you're already using these tools. Some of the platform's core services include:

Work and Project Management 

Project management tools are designed for planning, executing and closing simple and complex projects with specific objectives. In contrast, work management tools encompass a broader range, covering ongoing tasks, processes and daily activities within a team or organization. monday.com combines the best features of both. As a project management solution, it enables you to create project plans, assign tasks and resources to team members, set deadlines and track progress. The platform boasts a library of project templates that businesses can leverage to jump-start their projects and save time. 

With the project tracking features, you can track project budget, burn rate and project velocity metrics. Additionally, the reporting tools provide visibility into your projects, helping you identify issues and risks. As a work-management tool, monday.com enables business owners to identify and strategize day-to-day company-level goals and create tasks that align with such goals or projects to achieve a desirable outcome. It also encompasses planning, collaboration with team members and daily operational visualization leveraging the platform dashboard and multiple view options. This facilitates fast decision-making and operational efficiency.

Customer Relationship Management (CRM)

The monday Work OS also offers a robust CRM product - monday sales CRM. CRM tools are software applications that help businesses manage and analyze customer interactions and data throughout the customer lifecycle. These tools aim to improve customer relationships, streamline processes and increase profitability by organizing, automating and synchronizing sales, marketing, customer service and technical support. monday.com provides various CRM features to help you track leads, manage the sales pipeline and close more deals. 

For instance, the lead management feature helps you track leads, assign them to sales representatives and monitor progress via the sales pipeline. You also can track and manage contact and communication history, stay on top of every email interaction with potential leads, set deadlines and monitor sales processes effectively. The platform also includes lead scoring, which lets businesses minimize time and revenue waste by identifying the probability of each lead becoming a paying customer. 

monday sales CRM’s reporting and analytic features offer visibility into your sales pipeline, helping you identify trends and opportunities. The platform provides diverse ready-made CRM templates for creating sales pipelines. You can also build one from scratch. Either way, it eliminates the need to switch to stand-alone platforms like Salesforce or Pipedrive.

Content Marketing and Software Development 

monday.com enables businesses to plan and implement efficient marketing campaigns. It lets you plan content calendars, assign marketing tasks with deadlines and track progress. Team members can collaborate by sharing content for review and moving the piece to the next step in the content pipeline upon approval. Teammates also can share links and add comments to assist in curating the best content for your marketing strategies or campaigns. Software developers are not left out; monday.com also offers monday dev - a third product for R&D and Product teams. monday dev’s diverse development tools accelerate software or app development by aiding software teams in planning and tracking sprints, managing backlogs, collaborating on code and deploying applications.

Human Resources and Operations 

monday.com's comprehensive HR features streamline new employee recruitment and onboarding, records management, performance monitoring and implementation of training programs. This enables the recruitment team to attract and engage top talent that can drive productivity and overall company growth. The platform facilitates real-time collaboration, allowing managers to stay on top of every aspect of the business, ensuring everything's on track. You can monitor progress, timelines and budgets at a glance on a centralized system. This improves workflow and operational efficiency.

Fundamental Tools and Features of monday.com

monday.com is equipped with loads of features that enhance its user experience. A few of these include:

Multiple views: Without the proper view mode, understanding your tasks and progress when using project management solutions can often be confusing. monday.com's multiple view options let you organize and view your workflow exactly how you want. The default spreadsheet-like view is called Table. If your board includes physical locations, you can use the Map view. The Gantt chart view is ideal for an overview of the entire project; it showcases task ownership, timelines and dependencies, while the Timeline view offers a clear visual representation of project timelines, allowing quick insight into essential dates, milestones and deadlines. You can also display all tasks as Kaban or card view for easy horizontal movement between columns. The Calendar view mode is suitable for boards with dates; it can display the timelines for individual tasks down to the hour.  

Collaboration features: monday.com facilitates hassle-free team management via various collaboration tools such as file sharing and task assignments. Team members can chat, communicate, like and comment on each other's work progress. The platform offers a collaborative document editor, allowing multiple users to type simultaneously without interference. Team members also can access all the files and information uploaded to the main Table. 

Reporting features: monday.com boasts an impressive set of reporting tools for your convenience. For instance, it provides a customizable dashboard to help you run reports, create summaries, track progress and get a high-level overview of the entire organization. Through the dashboard, you can access a variety of intuitive widgets, such as charts and timelines, to visually enhance data representation and stay informed on progress and results. 

This feature can also help businesses pinpoint areas that require attention and identify potential risks before they occur. monday.com also provides search functionality, allowing you to search for specific content across the entire platform, including text, scheduling, boards and profiles. And you can export or save your searches for convenience.

Integration and automation: monday.com can integrate and connect with over 50 applications, including Slack, Gmail, Spreadsheet, Google Calendar, Google Drive, Microsoft Teams, Dropbox, Jira, Zendesk, Stripe and Toggl. Integrating other apps automates information transfer and eliminates manual data copying between apps. And when combined with automation, operational efficiency is significantly optimized, boosting productivity. 

You can choose from the platform's preconfigured automation and customize it according to your business needs for a tailored and automated workflow. You can employ automation for status changes, recurring tasks or moving a task from one board to another. monday.com also provides dependencies, which are crucial in projects and work management. You can set task dependencies to ensure one task cannot start until another is completed, thereby promoting a proper order of completion and minimizing confusion and delays.

Budgeting and expense tracking: With the budgeting tools, you can track expenses by project, team member or category, monitor resource usage and set budget limits. You can set notifications for when the budget or expense limit is exceeded. The platform also provides integrated tools that streamline invoice generation, payment tracking and financial reporting for businesses that require billing and invoice functionality. 

monday.com provides customer support across multiple channels, including LiveChat, which is directly accessible from your account. For email support, go to the Contact Us page at the bottom of the website and complete the online ticketing form using your company's email. Two other forms exist for requesting calls and talking to sales. The Help Center contains several instructional articles about the platform, including starter guides, how-tos and standard troubleshooting techniques. 

monday.com also maintains an active YouTube account with videos ranging from essential introductory content to in-depth feature walkthroughs. A comprehensive course on the platform's demo, building workflow and reporting features are available as webinars via the Academy. The company's blog has impressive content on productivity, project management, business administration, remote and teamwork. You can also quickly access information on the various FAQ pages. 

Besides the YouTube channel, monday.com maintains an active presence on many social media platforms, including Facebook, X, Reddit, LinkedIn, Instagram and TikTok. This provides an alternative means of connecting with the team and the entire community. The platform has mixed reviews on Trustpilot with a rating of 3.6/5 from over 3,000 reviewers. Despite the numerous customer service channels, the primary concern raised in most complaints was poor or delayed customer support. This sentiment seems to differ among review platforms. For instance, on g2.com, monday.com has an overwhelmingly positive review with a rating of 4.7/5. 

monday.com strictly adheres to robust security standards, encompassing multiple International Organization for Standardization (ISO) protocols, healthcare privacy laws, SOC 1 Type II, SOC 2 Type II, general data protection regulation (GDPR) and Cloud Security Alliance's best practices. It employs the military-grade AES-256 protocol for users' data encryption, plus all internet traffic is encrypted with, at minimum, TLS 1.2 for optimum security. The platform also implements multiple defense layers, including firewalls, rate limiting, advanced routing configuration and distributed denial-of-service (DDoS) mitigation. 

To prevent unauthorized account access, monday.com provides Google authentication, single sign-on options and IP restrictions. The platform conducts vulnerability assessments, end-to-end testing, unit testing and static code analysis to ensure the ongoing security of the application. monday.com does not share or sell users' data to third parties except with consent or in accordance with regulatory or judicial requirements.

monday.com offers multiple account options to satisfy its diverse users. The freemium package is perfect if you just want to keep track of your work. Available features include up to three boards, 200-plus templates, unlimited docs and support for up to two team members. Besides the freemium, there are four membership packages: Basic, Standard, Pro and Enterprise. Pricing depends on the number of user accounts needed, with the most affordable memberships allowing for two users and top-tier options supporting over 200 users. 

You'll pay monthly or annually, regardless of your chosen package and user capacity. You can save up to 18% by paying annually. The Basic membership is the most affordable, costing $10 per seat per month. For this, you'll get unlimited items and viewers, 5 gigabytes (GB) of cloud storage space and priority customer support. You also can create a dashboard based on one board view. The Standard tier is an upgrade from the Basic. At $12 per seat per month, it offers more comprehensive features, including more dynamic view options (Timeline, Gantt and Calendar), meaning more flexibility to display your project tasks on highly visual timelines. 

Other features include 50GB of cloud storage space, guest access, integration and automation with support for 250 actions monthly between two integrated apps. The package also allows you to create a dashboard combining about five boards. 

The Pro membership tier offers more features at $20 per seat per month. If you're big on integration and automation, this package is ideal as it allows over 25,000 actions monthly. You'll also get private boards/docs that are only visible and accessible to you and the team members you invite. Other functionalities include time tracking for monitoring time spent on tasks, formula columns to perform calculations and dependency columns. This package also lets you create a dashboard that combines up to 10 boards. 

The Enterprise membership tier is the platform's flagship package with more advanced capabilities, including tailored onboarding, enterprise-grade automation and integration, advanced reporting and analytics and enterprise-grade security and governance. Enterprise accounts offer a 99.9% service-level agreement (SLA) uptime guarantee, ensuring the reliability of mission-critical tasks and file storage. It also enables the creation of audit logs and setting individual account permissions. Pricing isn’t available for this package because the installations are customized according to the client's unique needs.

monday.com has a mobile version accessible via Android and iOS applications. The app is intuitive, slick, responsive and as straightforward as the web platform. Actions typically involve just one or two clicks, and various elements can be rearranged through easy drag-and-drop functionality. The commenting and discussion tools are as intuitive as those on social media applications. Overall, the app makes adding new tasks and keeping track of your teammates' progress easy while on the go. Its ease of use is evident from the 4.7/5 rating on the App Store. 

The monday.com platform is user-friendly. The web and mobile apps boast a sleek, modern and visually appealing interface. Core functions are depicted with prominent, colorful buttons and icons, making navigation between screens seamless. This also makes assigning tasks and creating new boards hassle-free. You can either create your own board or use the 200-plus templates. Either way, everything is customizable, meaning you have control over the number of columns, their meanings, options within the cells and colors associated with different choices.

Again, accessing data and the platform's load of features is easy and requires no special knowledge. Frequently used features, like the messaging inbox, shared project boards and weekly tasks, are conveniently accessible through a left-side panel in the interface. You can easily access more complex features via the profile button. You can organize your boards into folders and manage visibility as you wish — shared with clients, visible to all team members or private only to you. 

And thanks to the numerous integration and automation features, you can set up automation and coordinate with other platforms to make your life even easier. The platform's impressive collection of educational resources, multiple customer support channels and an interactive community enhance the overall user experience. Benzinga recommends monday.com for your project and work management needs. 

monday.com vs. Competitors

Customers love monday.com’s intuitive user experience, which gives it a competitive advantage. monday.com offers CRM-like features and project management tools, among other functionalities, and competes with relevant competitors in the market. While these platforms also provide timeline views and automation, monday.com's customizable templates, guest access and billing or invoicing features make it an excellent option for businesses with unique needs. 

These features also make it more attractive than competing project management tools like Trello and Asana. Keep in mind that Trello is easier to use because of its limited view — it's essentially one Kanban board. monday.com's educational resources, including webinars, blogs and tutorials, are also a core competitive advantage as they facilitate learning and troubleshooting when needed. The vital thing to know is that monday.com is an all-encompassing platform extending beyond project or work management and CRM, making it a more valuable and versatile tool.

monday.com is the perfect work management solution for any business looking for a dependable and easily accessible system to optimize operational efficiency and workflow. Vital features like time tracking, dependencies and calendar views are only available with its more expensive subscription package. The platform stands out for its sleek design, 200-plus customizable templates, adaptable third-party integrations, automation and many more features. It is a must-have productivity tool if you want to maximize output over time. 

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