Having everything in one place has been a game-changer for me! My projects, contacts, CRM, socil media planner, accounting - it's all right there and it's made my life so much easier. I love that I can start with one of their templates and then tweak it to work for me. Plus, I saved a tremendous amount of time creating my own Project Templates so all I have to do is copy one, and all the steps and checklists are already there.

Monday.com is a very friendly project management software. It made juggling tons of projects at once super easy. We used it alongside our trusty Google sheets to keep track of everything, and it even worked with Word so we could share and edit documents all in one place . Monday.com had a color-coding system that helped us see which projects were super important and which ones could wait a bit.

I like the dashboard feature where you can bring data from different boards and compare campaign performance. Having a visual representation of the data is very helpful in understanding and implementing positive changes. Also, the AI chat bot is insanely accurate in getting you to the right resources or even solving your issue there and then.

I like how customizable & flexible it is to build into addressing any need, business process, or project we have. Unlike some CRMs which are very pre-canned & designed specifically just for new business prosecting, Monday does all of that but can be used to manage customer onboarding, high frequency service requests, internal projects & processes, product backlogs, documentation, & so much more. You can build almost anything you want. There is a lot of automation capability.

The automations and FAQ section make our agencies life easier every day. We are able to significantly cut down on the time it takes to complete a task or project and if we get stuck or need help, we can use the FAQ section OR the live chat. These have helped make our every day work flow seamless and less stressful all around.

I love how Monday CRM adapts to my sales process, letting me customize workflows rather than follow a rigid structure. Its visual interface helps our team quickly see where deals stand. Built-in communication and automation features save us time, while real-time analytics guide my decisions. It’s also easy to onboard new team members, ensuring everyone stays aligned and productive.