Customer Relationship Management (CRM) is a powerful business tool to manage and strengthen customer relationships.
Choosing the wrong CRM software can be costly to your small business, but look at you doing your research!
My name is AJ, and I grew and sold my digital agency over the last ten years. Over that time, we used Monday.com as one of our primary CRMs.
After using the platform, the Small Business Bonfire (SBB) team and I wanted to write a comprehensive Monday.com review of the software and how it could benefit your business (we also discuss its limitations below).
Let’s dive in!
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Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
What Is Monday.com?
Monday.com is an all-encompassing cloud-based project management platform designed to help users streamline their work and achieve their business goals.
Throughout our research, we found that it’s great for individuals and teams, small and large, that need to visualize projects, track timelines, enhance their sales pipeline, or collaborate on bigger complex projects.
Here are some main features that Monday.com offers:
- Activity log
- Lead tracking
- Sales dashboard
- Task dependencies
- Advanced reporting
- Resource management
The platform is also highly customizable, enabling users to fit the software to their specific needs, which was our favorite part of using this product.
It also includes a mobile app available for Android and iOS devices and is designed to bring the full functionality of Monday.com to its users’ fingertips, no matter where they are.
In our experience, Monday is one of the best project management software for teams looking to stay organized, communicate more effectively, and attain better results for their business.
As previously mentioned, Monday.com is one of the best project tools that can assist teams in project planning and execution.
For this Monday.com review, we looked at the following products the platform provides:
- Work Management
- Monday Marketer
- Monday Sales CRM
- Monday Dev
- Monday Projects
Throughout our testing, we found that each of these products has its own unique features and functionalities. (We will cover all the details in the following sections.)
So, whether you’re a project manager trying to keep track of projects, a dedicated customer success manager wanting to improve customer relationships, or an employee looking to stay on task, Monday.com has got you covered!
Monday Work Management
Monday Work Management is a generalized project management software that mainly focuses on task management and team synergy. And the best part about it is that it’s offered on Monday.com’s free plan!
Let’s review some of the main features of this product!
Alright, let's talk about Monday Work Management's killer task management feature. It's honestly one of our favorite things about this platform.
The board allows you to keep track of all of your tasks in real time. You can see who's working on what, which tasks are upcoming, and which ones are overdue.
At SBB, our project managers could create and assign tasks to team members within seconds.
It also helped us organize our projects and visualize the progress of each one at a glance.
Moreover, we found it easy to monitor each project's tasks, deadlines, and status with its time-tracking features.
Overall, the task management feature is a real game-changer for boosting productivity and keeping everyone on the same page.
The project management feature included with Monday Work Management allows businesses to manage and organize multiple projects simultaneously.
This fully customizable template allows project management teams create a system that works for your specific projects and workflows.
It covers everything from creating timelines and setting deadlines, to assigning tasks and monitoring progress!
This board helped the SBB team and managers keep track of each project, regardless of the stage it was in.
We were also able to break up larger projects into individual tasks, which helped us manage productivity and create task dependencies to make sure that everything was completed on time.
However, if a project was falling behind, anyone could use the built-in collaboration tools to ask for help from other team members.
So, if you're looking for a powerful and user-friendly project management tool, Monday Work Management's project management feature is incredibly useful to help streamline the project management process and keep everyone on the same page.
Monday’s Marketer is specifically designed to help digital marketing teams maximize their marketing efforts. It enables users to create marketing campaigns, nurture leads, monitor creative requests, and track email and social media activities.
We used Monday Marketer as an all-in-one resource center for planning and managing our campaigns. However, it is important to note that users must scale up to one of the high-tier plans to gain access to this product.
Below are some of the most beneficial features we found while using this product!
If you are looking for an email marketing solution, then Monday Marketer is a great platform to consider.
This feature allows you to seamlessly automate your marketing campaigns, segment your audience, and track your email marketing performance.
With this tool, our marketing team could monitor all of our campaign requests and ideas in one place, making it easy to keep everyone on the same page.
It also allowed us to monitor our campaigns' status, which allowed us to set out campaign goals and target audiences.
All in all, Monday Marketer makes it easy for small businesses or marketing agencies to enhance their email marketing efforts without diffuculty.
Monday Marketer's campaign tracking feature is absolutely revolutionary for anyone in the marketing biz!
With this tool, you can easily see how your campaigns are performing in real time, monitor key metrics such as click-through rates and conversion rates, and make adjustments as needed to improve results.
This board helped our marketing team monitor all of our live marketing campaigns with ease and provided detailed insights and analytics about each one.
It also assisted with measuring our campaign effectiveness and monitoring the overall spend of resources that we allocated for each individual campaign.
So, if you want to take your marketing to the next level, give Monday Marketer a try and see your campaigns soar to new heights!
Monday Sales CRM
Monday Sales CRM is perfect for sales managers and teams who want to increase their sales pipeline and manage leads more effectively.
In our opinion, this product is a reliable and efficient tool for boosting sales growth. And like Monday Work Management, this service is also available on the free plan and includes the most basic features for CRM.
Let’s go over some of our top favorite features of Monday Sales CRM!
Monday Sales CRM includes an exceptional lead management feature that allows businesses to gain valuable insights into their sales funnel, set up customized lead workflows, automate routine tasks, and collaboratively work with team members, vendors, and clients.
It is a powerful platform to help monitor your leads, who they are, which account and deal they are associated with, and how to contact them best. This is perfect for sales teams who must keep track of multiple leads at the same time.
During testing, it was simple for us to create as many leads as we needed and follow up with the leads who had not been contacted.
This tool helped us organize our leads by priority and deadline and assign specific leads to any team member individually.
Additionally, with the mobile app, we managed our leads on the go, ensuring that our sales team was always up-to-date and could close deals much faster.
Overall, Monday.com's lead management capabilities are trailblazing for any business looking to grow and improve its sales processes.
Monday Sales CRM offers an excellent deal management dashboard that provides practical and strategic benefits to businesses of all sizes.
You can create custom deal stages, track the progress of each deal, and even assign tasks to any team member to ensure nothing falls through the cracks.
Our team was able to keep an eye on all of our deals from active to close and won. It was easy to see which of our leads commissioned each deal, the account connected with it, and their value and priority.
So whether you are a small or a large organization, this product's deal management ensures you never miss a potential deal again!
Monday Dev is one of the best project management tools for product development teams who manage multiple large projects on tight deadlines. This product helped us create, plan, and build larger projects and organize them based on project timelines.
Although, just like Monday Marketer, your team will have to scale up to one of the more expensive plans to use this product.
These are some of the most notable features included with this platform!
If you're working on multiple projects at the same time, Monday Dev allows you to monitor any major bugs with its bug-tracking feature.
You can create customized bug statuses, assign them to team members, and track their progress all the way through to resolution. It also lets you set priorities and due dates for each bug so nothing falls through the cracks.
Plus, if you're working in a team, this feature lets you assign bugs to specific team members and set up automatic notifications to keep everyone up to date about any changes.
We were able to use this board to help our product development team easily find bugs that popped up throughout the development process and time how long it took for a team member to resolve it.
This made it simple for us to address any major problems quickly before they turned into bigger issues, minimizing any disruption during development.
Overall, this feature is robust and offers many customization options, so you can tailor it to fit your team's specific needs.
Monday Dev (along with Monday.com's other products) offers advanced automation capabilities that help businesses optimize their workflow and productivity, reducing manual efforts and errors.
It provides an Automations Center where you can choose from any of their premade templates or create your own automation that sends your team notifications when certain actions are taken, or milestones are met.
In our case, this feature made it easy for our team to stay on track with all our projects and tasks without ever missing another deadline!
Plus, the platform's simple and intuitive interface makes setting up automation with just a few clicks easy.
With its flexible, customizable, and intuitive automation features, this project management software will help you save time and stay on top of everything!
Monday Projects is another project management software made for project managers who want to take their team collaboration to the next level! It provides a centralized hub where you can organize everything from project tasks and deadlines to resources and budgets.
At SBB, we used it to help us keep track of all of our current projects and monitor the requests we received every week. But this product and its advanced features are only available on its higher-paid plans like Monday Dev and Monday Marketer.
Here are the two most valuable features this platform has to offer!
One of the most impressive features of Monday Projects is its portfolio management function.
With this feature, you can easily track and manage multiple projects all in one place.
This customizable template made it easy for our project managers to oversee the entire project management process and adjust our strategies if any project wasn't performing well.
Additionally, it was simple for us to personalize our board to suit the needs of our team, which made it easier for them to quickly assess which projects needed the most attention and prioritize accordingly.
Whether you're working on two projects or twenty, you'll be able to see an overview of everything going on at once.
Monday Projects (like all of Monday.com's products) has incredibly versatile work management tools that offer numerous integrations with other platforms and applications with its Integrations Center.
Users can enjoy seamless integration with other software solutions, including Google Calendar and Drive, Adobe Creative Cloud, Dropbox, Microsoft Teams, and Asana, among many other project management software.
This made it simple for us to connect with our Trello, Google Calendar, Gmail, and Slack applications that we were already using before.
These integration capabilities allowed for easy communication and sharing of information with our team across those different platforms, streamlining our workflows and improving overall productivity regarding project progress.
With its impressive integrations, Monday.com has got you covered no matter what software you use, making it easy for your team to focus on what's important: delivering unlimited projects on time!
Pros and Cons of Monday.com
Monday.com is like most project management tools that offer businesses a wide range of benefits. However, our team also noticed some drawbacks while testing out the service.
Let’s look at some of this software’s main pros and cons!
Monday.com Pricing: How Much Does Monday.com Cost?
Monday.com offers various pricing plans at monthly or annual rates to cater to different business needs.
It provides users with five different subscriptions to choose from:
- Free Plan: $0 up to 2 seats
- Basic Plan: $8 per seat a month
- Standard Plan: $10 per seat a month
- Pro Plan: $16 per seat a month
- Enterprise Plan: Custom pricing
The platform also provides a 14-day free trial that is a good starting point for new users who are still unsure about its services.
However, some key factors that affect the cost of using Monday.com include the number of users (3-200+ seats), the desired key features, and the subscription duration.
For this review, we decided to sign up for the annual Pro Plan, which gave us access to all the features and products Monday.com offers.
How Does Monday.com Pricing Compare?
When it comes to project management software, finding one that ticks all the boxes can be a challenge. On Monday.com, its pricing structure is flexible and competitive compared to other project management tools on the market.
For example, Pipedrive’s pricing plans are a little more expensive than Monday.com, starting at $14.90 a month per user for its Essential plan and going up to $99 a month per user for the Enterprise plan.
While both project management platforms offer 14-day free trials for their users, Monday.com is more affordable, offering a free version of its service with the most basic project management features.
Monday.com Pricing Tips
While Monday.com’s pricing structure may seem straightforward, there are several tips and tricks to keep in mind to get the most out of your investment.
Throughout this Monday.com review, we did a deep dive into the platform’s pricing to provide you with all the information you need to make an informed decision about the best plan for your team.
Is Monday.com a Project Management Software or a CRM?
The short answer is a little bit of both! While it is primarily a project management software, Monday.com has evolved considerably as a customer relationship management (CRM) tool in recent years.
With its customizable templates, boards, and automation, Monday.com can assist with many tasks, such as communicating with clients, time tracking and advanced reporting, managing customer data, creating boards and project plans, and monitoring deals.
Monday.com provided us with the ability to work together seamlessly as a team. As a result, it is an ideal software development solution for organizations looking to streamline their workflow and improve cross-departmental cooperation.
Who Is Monday.com Best Suited For?
Monday.com is an intuitive and versatile project management platform that caters to a wide range of businesses, organizations, and industries.
It is best suited for entrepreneurs or teams looking for a cohesive and streamlined approach to managing projects, tasks, and workflows.
This platform can be tailored to the unique needs and requirements of small, mid-sized, or enterprise-level businesses, making it the perfect solution for any company that wants to boost productivity, efficiency, and teamwork.
Monday.com is highly user-friendly, customizable, and scalable, making it ideal for teams across diverse sectors such as marketing, construction, education, and healthcare, to name a few.
So whether you’re in marketing, HR, development, customer support, or any other field, Monday.com can help you stay on top of your tasks and goals.
Who Is Monday.com Not Suited For?
While Monday.com is a highly acclaimed project management and collaboration tool with many features and benefits, it may not be the right fit for every organization or individual.
For starters, Monday.com may not be suited for companies or individuals who require highly customized solutions such as Gantt charts, Kanban boards, guest access, and unlimited free viewers, as the service’s free version only includes the most basic features.
Even though the platform offers a wide range of fundamental customization options, there were instances where our team required some of these additional features for our workflow and therefore had to scale up from the free plan to one of the higher-tiered plans to gain access to them.
This could potentially be limiting for some small businesses on a tighter budget. That is why it is essential for potential users to carefully evaluate their needs before committing to purchasing.
Additionally, this product’s CRM features are more limited and may not provide the level of functionality some businesses may require compared to dedicated CRM services like Salesforce or HubSpot.
For those looking for a complete CRM system, it may be worthwhile to check out other options in the market.
Nevertheless, if these issues don’t apply to your team, Monday.com is a powerful tool that can make collaboration and task management a breeze.
What Are the Limitations of Monday.com?
While Monday.com can be a powerful tool for team collaboration and project management, it does come with its limitations.
As mentioned earlier, despite its accessibility and cost-effectiveness, the platform’s free forever plan and basic plan comes with fewer features compared to the other paid plans, like limited task dependencies, which can limit the scope of projects, tasks, and leads that can be managed efficiently.
We also noticed some difficulties with its reporting capabilities, finding that certain report types may not be available or that the data is not presented in a clear or useful way.
Furthermore, the priority support provided by the platform’s customer service could be improved (which we will discuss in greater detail in a bit).
While this product is a great tool, it’s important to evaluate if it meets your organization’s specific needs and consider these limitations before making a final decision before buying.
What Sets Monday.com Apart from the Competition?
What sets Monday.com apart from its competitors is its intuitive interface and endless customization options. With this platform, teams can easily create project plans and organize their workflows with various customizable project templates to choose from.
Its unique key features include advanced automation, event planning, file storage, multiple project views, built-in time tracking, and real time data analytics, making it the go-to software for companies looking to streamline their workflow, improve customer relations, and increase productivity.
Whether you’re a startup, a small business, or a large corporation, Monday.com has something to offer that sets it apart from the crowd!
How to Get Started With Monday.com
Getting started with Monday.com is a breeze!
All you have to do is simply sign up for a free account or the 14-day free trial with your email or Google account, and you’ll be building your first project in just a few minutes!
You’ll be asked a series of questions throughout the easy onboarding process, like the size of your company and team, job title, and the area you want to focus on the most first.
For SBB, we picked product management as our main goal!
Once you finish the onboarding questionnaire, you can invite your team members or anyone else to your new Monday account.
Afterward, it will prompt you to name your first board and personalize it to suit your business needs, and then you can really get started!
Is Monday.com Easy to Use?
Monday.com is one of the best intuitive project management solutions that empower teams to collaborate and manage their work with greater ease and efficiency.
However, the platform has many features and functionalities that might take some time to master.
For new users who are not familiar with the software, the learning curve could be a little steep, which is why it offers an extensive knowledge base along with articles, training videos, and daily webinars that help you master its features quickly and explain how to use it to its full potential.
Nevertheless, Monday.com is incredibly easy to navigate once you get the hang of it, and with the help of tutorials, you will be able to get up and running in no time!
Monday.com Security Review: Is it Safe to Use Monday.com?
Monday.com takes security seriously and has implemented various measures to protect user data.
The company uses both physical and electronic security controls to safeguard client information and track all user activity to prevent unauthorized access.
It also allows users to set permission settings for guest access, which can approve or deny teams and individuals access to view, create, or customize private boards, contacts, leads, projects, and tasks.
With these robust security measures in place, Monday.com provides a safe and secure workspace for teams to collaborate and manage projects.
Monday.com Customer Service Review
Monday.com’s customer support team is available to help you through any problems or issues you may run into.
Users can contact the support team via email and live chat (Monday-Friday between 2 AM and 6 PM). Or they can request a phone call regarding billing issues during the work week.
When our team had a question over the weekend, we reached out through email, which created a ticket for us with a quoted wait time of up to 10 hours.
However, a customer service agent didn’t get back to us for nearly four days due to a high volume of requests. Regardless of the delayed response, they answered our question in one email and provided us with additional articles and a walkthrough video they made for us personally.
Although, for users who prefer faster results, there is also a comprehensive knowledge base with a wealth of resources to help users navigate the platform and troubleshoot any issues they may encounter on their own.
While the customer support response time could be better, customers can rest assured that their projects are in good hands and will receive the necessary support to achieve their objectives.
CRM Alternative Comparison
If you’re looking for project management alternatives to Monday.com, you’ll be glad to know that there are several great options out there!
Below is a table with our top three alternate choices for Monday.com!
Is Monday.com Worth It For Small Businesses?
After thoroughly exploring and analyzing Monday.com, it is (without a doubt) one of the best project management tools in the industry.
Its intuitive interface and robust features make it a highly effective tool that can greatly improve collaboration, organization, and productivity for any team.
It also has customizable boards and advanced automation that provides a level of flexibility that can accommodate various workflows and project types.
Additionally, Monday.com offers impressive integrations with other popular tools, making it easy to streamline processes and keep everything in one place. Plus, the platform is free to use!
Overall, we highly recommend Monday.com for teams looking for a powerful and user-friendly project management solution to help them increase efficiency, productivity, and collaboration.
Frequently Asked Questions About Monday.com
Monday.com is a secure and reliable platform designed for team collaboration and project management. The platform prioritizes the privacy and data security of its users, ensuring that all information is encrypted in transit and at rest.
In addition, the platform allows users to manage access and permissions to boards and workspaces, enabling them to control who has access to sensitive information. It also regularly monitors and audits its security measures to ensure its infrastructure remains up-to-date with the latest security protocols.
Monday.com is undoubtedly valuable for business owners looking to streamline their daily operations and enhance team collaboration. The platform provides a user-friendly interface that allows business owners to manage their projects, tasks, and teams efficiently.
With its affordable pricing plans, Monday.com is a valuable tool for business owners looking for an efficient project management solution that doesn’t break the bank.
Monday.com is an all-in-one project management tool that provides teams with a range of features to help streamline their work processes. Its customizable platform allows users to create and manage projects, assign tasks, set deadlines, and track progress all in one place.
Additionally, Monday.com offers integrations with other popular business apps, such as Slack, Gmail, Trello, and Zapier, to name a few. This makes it simple for teams to integrate their workflows and data across different applications, eliminating the need for manual data entry and reducing the risk of errors.
While Excel has undoubtedly been widely used for these purposes, Monday.com offers many advantages over traditional software. Firstly, Monday.com provides a more visual and intuitive interface, making it easier for team members to understand their tasks and collaborate effectively.
Additionally, Monday.com is a cloud-based solution, meaning that all team members can access the same real-time data wherever they are without sending or merging multiple Excel files. Overall, Monday.com is a powerful project management tool that offers a flexible and user-friendly alternative to Excel, allowing teams to work smarter and achieve better results.
Many companies use Monday.com as their preferred project management tool. The platform has thousands of users, ranging from startups to enterprises, with a global presence. The solution helps teams to organize their workflows and track progress, facilitating smooth communication and easier project management.
Microsoft does indeed have an equivalent to Monday.com in the form of its collaboration platform, Microsoft Teams. Although it is not a direct equivalent of Monday.com, it offers many similar features and functionalities to help teams collaborate and stay organized.
Monday.com is a powerful project management software offering many features and customization options. While it offers many benefits, many new users may find it difficult to navigate at first.
However, the platform does an impressive job of providing training and resources to ensure users can quickly become proficient in using Monday.com.
Yes, Monday.com can send out emails. The platform provides a robust email integration feature that enables users to connect their email accounts with the Monday.com platform seamlessly.
This integration allows users to send and receive emails within their Monday.com workspace. Additionally, the platform has an advanced feature that allows users to automate their email communications.