Monday.com is a unique platform as it’s more of a work operating system (OS) with flexible use cases for many types of businesses and departments. It can be used for product management, in marketing, sales, customer success, and human resources (HR).
Monday.com is a cloud-based work OS that prides itself on being easy and fun to use. Its interface is immediately intuitive, but if you’re having trouble just follow the prompts that guide you through each feature to get started.
Features include task and project management, document and file storage, multiple project views, and a customizable dashboard. Not all plans are created equally, though. The free plan is fairly limited, but two people (max) can create up to three boards, more than 200 templates for quick project starts, and a mobile app for project management on the go. Other plans offer automation tools, integrations with more than 50 other apps, and time tracking, depending on which plan you choose.
Creating a project and its tasks is simple. You can duplicate tasks from one project and add them to another, but there aren’t keyboard shortcuts to make this faster (no Ctrl + Z for undo either). So, duplicating is somewhat of a timesaver, but you’ll have to delete the parenthetical “copy” from each project or task name.
In monday.com, you can easily create workflows to automate your work, which saves time and helps keep you on track. The “if this, then that” (ITTT) style is easy enough as is, but monday.com makes it even simpler with drop-down menus to let you create custom automations. For example, you can set the platform to notify you whenever a task status changes to “done”.
What monday.com does especially well is team collaboration. You can use it as a customer relationship management (CRM) tool that is accessible by all departments or use it for product management—all the way down to bug tracking. If you choose the Pro or Enterprise plan, you can add a time tracking column, which allows all users to track their time spent on each project. You can view it at a glance or drill down to find out how much time was spent on each task.
Monday.com is a good fit for any type of business, but it does require at least three users for paid plans, which means if you want advanced features and more storage but you’re a solopreneur, you still have to pay that three-user minimum.
More than 110,000 companies use monday.com, including Hulu, Uber, and Coca-Cola. :
You can integrate monday.com with over 50 products, including Gmail, Outlook, Slack, Google Calendar, OneDrive, Google Drive, Zoom, Salesforce, and Stripe. Further integrations are also available through Zapier.
Pricing for monday.com ranges from free to $22 per user, per month, billed annually, with a three-user minimum.
We think monday.com is suitable for almost any type of business that needs to track projects or collaborate on work. It's a highly scalable solution, making it an ideal solution for all sizes of businesses.
The most recent changes to monday.com include a visual summary of WorkForms results (for a bird’s eye view of survey results), a new sub-item filter for dashboards (for quick drilling down of tasks), and forms are now available to use on the app. The team at monday.com work to launch new features, quick fixes, and improvements to their product every month. You can view release notes on their knowledge base
Monday.com’s knowledge base is full of support articles to help guide you through any points on which you’re stuck. There’s also 24/7 support via a ticket system or email, and phone and live chat support during the week.
Roy Mann and Eran Zinman founded monday.com in 2012 after feeling the growing pains that come with rapidly scaling businesses. After securing funding (the first round), they were able to build the collaboration tool over two years. In 2014, the company got its first customers and then grew its team exponentially (along with its customer base). In 2021, monday.com became a publicly traded company.
What is monday.com best used for?
The strongest use case for monday.com is tracking projects from start to finish. It’s an easy-to-use project management tool that users tend to pick up quickly, making it a good fit for any team regardless of one’s tech savviness.
Who competes with monday.com?
The biggest competitors for monday.com are other work operating systems (OS), including Asana, Wrike, and Airtable. Other competitors include project management tools, such as ClickUp and Smartsheet.
Is monday.com a CRM tool?
Strictly speaking, monday.com isn’t a customer relationship management (CRM) tool, but it can serve as one. You can use monday.com to track leads, sales funnels, and manage contacts through the platform.