monday.com

Easy to use, easy to manage, easy to implement. Monday.com portal software has improved our communications with our customers, and is extremely intuitive. Support is there if you need it, and they are consistently improving the features. I highly recommend!

The only improvement I would suggest is that each time a member is mentioned, the task goes back to the inbox for review. For example, I use the inbox as a to-do list, but what I think is done may have more requirements. It would be nice if the follow ups showed back up on my inbox. It would also be nice to have a payment feature, but I think that may be a third party app we can include. I need to look into it.

I use Monday to keep track of potential and current customers at all stages of the sales process. Sometimes someone emails me with a query and I respond but I don't hear back from them. By putting the customer's information in Monday I can make a note to check in with them again later; I can keep track of how many times I've followed up with them, and it's resulted in quite a few people becoming customers who might have otherwise fallen through the cracks between I am busy and have a lot on my mind. It's also helped me identify quite a few people who never saw my correspondence because my emails got filtered as spam, which was super helpful and resulted in sales when, without this tool, I might have assumed the person simply wasn't interested in what I'm selling. I've also used this tool once someone becomes a customer to track my correspondence with them throughout the process and to make sure I follow up with them afterwards. Finally, it features a ton of integrations with other apps.

I think there is a lot this tool has to offer that I haven't yet fully explored. When I play around with it I've discovered great templates and features but sometimes I just don't have the time to explore all those options. Though the format is not very daunting I would definitely recommend taking the time to sign up for some online trainings or demos, or to use the tutorials they have that show different ways this tool can be customized.

Visual, its very easy to visualise tasks and see what you and your team have on by ways of workload.
Initiative, although it has many features, all are logically positioned within the webpage so you never find yourself being lost in menus.
Customisable, the boards are completely yours to design, own and use. Changes can happen instantly and hassle free meaning things can adapt to the needs of the team.
Support, when ever required, support has been readily avaliable and responsive. Bugs, although rare, have also been resolved quickly.
No subtasks, so many say sub tasks are a con, but sub tasks really cause issues and it's how to lose things, so a flat task structure hugely improves clarity.
Live system, updates and task status update instantly for all users in real time. No "who has the task spreadsheet open?" anymore.
General, this is a "to do list" which is Initiative and interactive which once properly implimented for your team will revolutionise work flow.

Speed, as use increases and boards become larger, the interface is significantly slower. Promised improvements in speed have yet to be seen.
Bulk updates, there are bulk update features for tasks however these are unavailable for all column types
Large boards, large boards are hard to mannage due to speed and bulk update/automatic date fields etc.
Bulk import, importing from excel recently avaliable is good but limited

Monday is a tool that my team uses daily to manage our workload. We're a Lean culture and use pull plans to tackle many large scale projects. Monday works really well for not only putting these pull plans together, but allowing for external users to view the workspace without having to purchase a license as well as enabling a dashboard that shows the workload across multiple workspaces/pull plans.

You're left to your own devices to figure a lot of the features out yourself. For the most part this is fine, but it can get frustrating when certain features and views were not always working the way I expected them to. For example, I created a dashboard to show all due dates according to the week. However, some dates just simply didn't populate if they were 3-4 weeks out. Instead they showed as "No date". I read the community forums, asked questions and tried everything I could, but in the end wasn't able to figure out why this was happening. I really wish their support team was more accessible. If I can't figure out what I'm trying to do I feel like I have no course of action other than to just scrap it and try something else.