Monday Review 2024: Best Team Collaboration Platform?

Tired of managing multiple emails, spreadsheets, and endless chat threads to keep your team on the same page?

Collaboration shouldn’t feel like a constant uphill battle.

Monday.com offers a centralized platform to manage projects, track tasks, and communicate effectively, all in one place.

But is it the right solution for your team’s unique needs?

This review breaks down Monday.com’s key features, pricing, and potential drawbacks so you can make an informed decision in 2024.

Monday CRM

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What is Monday CRM?

Monday.com is one of the most popular project management tools available today.

It’s project management software that helps teams organize their work, collaborate effectively, and get more done.

Think of it like a digital workspace where you can plan and track all your projects in one place.

Essentially, Monday.com simplifies project management by providing a central hub for all your team’s activities, making it easier to stay organized & achieve your goals.

Who Created Monday CRM?

Roy Mann and Eran Zinman founded Monday.com in 2012.

They wanted to create a powerful and easy-to-use project management tool.

Their vision was to help teams work better together, no matter what project they were tackling.

Today, Monday.com has evolved into a versatile work management tool that goes beyond simple task management.

You can also use it for everything from customer relationship management to marketing campaigns.

With just a few clicks, you can also build workflows, automate processes, and gain valuable insights into your team’s progress.

Top Benefits of Monday CRM

• Visualize your workflow: Monday.com uses a visual Kanban-style system that makes it easy to see the status of your projects at a glance. No more getting lost in confusing spreadsheets!
• Improved team collaboration: Centralize all communication and keep everyone on the same page. Share files, provide feedback, and collaborate seamlessly within the platform.
• Increased productivity: Streamline tasks, automate repetitive actions, and eliminate manual busywork. This frees up your team to focus on what matters most.
• Customizable to your needs: Monday.com offers a range of views, including Kanban boards, Gantt charts, and calendars, to suit different project styles and preferences.
• Integrates with your favorite tools: For a seamless workflow, connect Monday.com with other apps you already use, such as Slack, Google Drive, and Microsoft Teams.
• Scalable for any size team: Whether you’re a small startup or a large enterprise, Monday.com has a plan to fit your needs. The enterprise plan provides advanced features like advanced reporting and security controls for larger organizations.
• Manage complex projects with ease: Track task dependencies, set deadlines, and assign resources effectively to ensure projects stay on track.
• Gain valuable insights: Monitor progress, identify bottlenecks, and generate reports to make data-driven decisions about project management.
• User-friendly interface: Monday.com is known for its intuitive design, making it easy for even non-technical users to get started quickly.
• Strong customer support: Access helpful resources, tutorials, and responsive customer support to get the most out of the platform.

These benefits make Monday.com one of the most popular project management platforms available today.

Best Features

Monday.com is packed with features and designed to simplify project management and enhance team collaboration.

Let’s explore some of its standout capabilities:

1. Monday AI

Need help summarizing meeting notes or generating creative content?

Monday AI can assist with a variety of tasks, saving you time and boosting efficiency.

It can even analyze all the data on your boards to provide valuable insights and predict project timelines.

2. Integrations Center

Connect Monday.com with your favorite tools to create a seamless workflow.

Integrate with communication apps like Slack, file-sharing services like Google Drive, and even customer support platforms like Zendesk.

3. Smart Workflow Automation

Automate repetitive tasks and streamline your processes.

Set up automated reminders, notifications, and status updates to keep projects moving forward without manual intervention.

This frees up team members to focus on more strategic work.

4. Kanban Board

Visualize your workflow with Kanban boards.

Easily track tasks through different stages, from “To Do” to “Done.”

This clear visual overview helps everyone understand project progress at a glance.

5. Gantt Chart

Plan & schedule projects with interactive Gantt charts.

Visualize task dependencies, identify potential bottlenecks, and adjust timelines with drag-and-drop ease.

This feature is essential for keeping complex projects on track.

Pricing

Alternatives to Monday CRM

Here are several Monday CRM alternatives with a brief overview of each:

• GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
• ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
• Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

Monday CRM Compared

Here’s a brief comparison of Monday CRM with these software solutions:

• Monday CRM vs Gohighlevel: Monday CRM offers visual project management and team collaboration for diverse workflows. At the same time, GoHighLevel is an all-in-one platform emphasizing sales and marketing automation with lead generation capabilities.
• Monday CRM vs Pipedrive: Monday CRM is a versatile work operating system with robust project and team management. Pipedrive is a sales-focused CRM known for its visual pipeline management and deal-closing features.
• Monday CRM vs Keap: Monday CRM provides highly customizable visual workflows for team collaboration and customer management, while Keap offers powerful sales and marketing automation designed for small businesses.
• Monday CRM vs ActiveCampaign: Monday CRM focuses on visual collaboration and customizable dashboards for project and customer relationship tracking, whereas ActiveCampaign excels in advanced email marketing automation, segmentation, and detailed analytics.
• Monday CRM vs Hubspot: Monday CRM offers a flexible, visual platform for managing projects and customer data, while HubSpot provides a comprehensive suite of marketing, sales, and customer service tools.
• Monday CRM vs Clickfunnels: Monday CRM is a flexible work OS with strong CRM capabilities; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales conversion processes.
• Monday CRM vs Folk: Monday CRM provides highly customizable visual workflows and collaboration for diverse teams; Folk focuses on intuitive, collaborative contact management and enrichment with a simple interface.
• Monday CRM vs Instantly: Monday CRM is a flexible work OS with CRM functionalities for visual pipeline management; Instantly specializes in automated cold email outreach and high-volume lead generation.
• Monday CRM vs ClickUp: Monday CRM prioritizes visual and user-friendly project and work management; ClickUp is an all-in-one productivity platform offering extensive features for task management, CRM, and more.
• Monday CRM vs Capsule CRM: Monday CRM provides extensive customization for workflows and projects, integrating CRM functionalities; Capsule CRM is a simpler, more affordable contact manager primarily focused on sales tracking.
• Monday CRM vs Insightly: Monday CRM offers a highly customizable platform for managing projects and customer relationships, whereas Insightly provides a more traditional CRM with integrated project management.
• Monday CRM vs Freshsales CRM: Monday CRM is a versatile work OS with CRM features for customizable tracking. At the same time, Freshsales CRM is a dedicated sales CRM with AI-powered lead management and automation.
• Monday CRM vs Salesforce: Monday CRM offers a flexible, visual, and highly customizable platform for various business needs; Salesforce is an enterprise-level CRM with extensive, deep features for complex sales and marketing operations.

Personal Experience with Monday.com

My team recently adopted Monday.com to manage our content creation workflow.

We were struggling with disorganized projects, missed deadlines, and inefficient communication.

We initially opted for the basic plan to test out the core features.

Here’s how Monday.com helped us improve:

• Centralized communication: All project-related discussions, files, and updates were kept in one place, eliminating the need for lengthy email chains. Each team member had clear visibility into the project’s progress.
• Improved task management: We used Monday.com’s boards to organize tasks, assign ownership, and track deadlines. This ensured everyone knew their responsibilities and deadlines were met consistently.
• Enhanced visibility: The Kanban board view provided a clear visual overview of our entire content pipeline, making it so easy to identify bottlenecks & prioritize tasks.
• Streamlined workflow: We used automation to trigger notifications and status updates, reducing manual effort and saving time.
• Efficient time management: The time tracking feature helped us monitor how long tasks took, enabling better project planning and resource allocation.

While the basic plan met our initial needs, we quickly realized the value of additional features like Gantt charts and advanced reporting.

We upgraded to the Standard plan to access these capabilities and gain more storage space. Overall, Monday.com has been a game-changer for our team.

It has transformed our workflow, improved communication, and boosted productivity.

We highly recommend it to any team seeking a robust and user-friendly work management tool.

Final Thoughts

Monday.com is a powerful and versatile work management tool that can benefit teams of all sizes.

Its visual interface, customizable workflows, and extensive integrations make it a top choice for managing projects, collaborating effectively, and boosting productivity.

While the pricing may be a barrier for some, the free plan and trial period offer a chance to explore its capabilities.

If you’re looking for a centralized platform to streamline your work, improve communication, and gain valuable insights into your projects, Monday.com is definitely worth considering.

Ready to take your team’s productivity to the next level? Start your free trial of Monday.com today!

Frequently Asked Questions

More Facts about Monday

• Monday is a popular tool for organizing work, similar to Asana, ClickUp, and Trello.
• Asana offers a free version that works well, but it differs from Monday’s free version.
• ClickUp usually costs less for its first paid plan and gives you more ways to manage tasks.
• Trello has a better free plan for people who only need simple tools to track their work.
• Teamwork includes helpful features like timers and automatic tasks on every plan, while Monday charges more for them.
• Monday is like a mix of a spreadsheet, a database, and a project planner, much like Airtable.
• The prices can be hard to understand because they change based on how many people are on your team.
• The app lets you change almost everything, which is great, but can be confusing for new users at first.
• People like the app because it looks nice and is usually easy to learn.
• You can look at your work in many ways, such as on a calendar, a timeline, or a cardboard.
• More than 152,000 customers in over 200 countries use the app to stay organized.
• College students and teachers can get a free account that has extra features.
• There is a mobile app so you can check your work on a phone or tablet.
• The company uses strong safety rules to keep your information private and secure.
• There are hundreds of video lessons to help you learn how to use all the tools.
• You can talk to a helper through live chat at any time of the day or night.
• The app can do “robot work” (automations) to handle boring tasks for you automatically.
• It works with over 50 other apps, including Slack and Google Calendar.
• The Pro plan lets you track how much time you spend on each task.
• Teams can communicate by leaving comments and updates directly on their projects.
• The Free plan is very limited, allowing only two people to work together on three boards.
• If you pay for a full year at once, the company gives you a discount.
• If your team grows and you add more people, you might have to move to a more expensive plan.