monday.com Review [2024]: Streamlining Your Workflows with Ease

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Sick of juggling tasks, projects and team communication across multiple platforms? In this monday.com review we’ll dive into one of the most popular project management and CRM tools out there. As a business software expert I’ve personally tested and reviewed countless productivity platforms to see what works—and monday.com stands out.

In this review we’ll go over the main features of monday.com, the CRM and whether the monday.com free plan is right for your business. By the end you’ll know if this tool will cha

So what? Because we’ll do the research for you. Whether you’re looking at the free plan for small tasks or a full blown CRM for your team, this review will guide you.

Ready to see if monday.com fits your needs? Let’s dive in!

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Quick Verdict: Is monday.com Worth It?

Verdict

Yes, it’s worth trying—especially if you’re looking for a highly flexible tool to streamline your project management and CRM workflows. monday.com stands out for its ease of use, ability to improve team collaboration, and customizable dashboards that can fit any project type. Based on my personal experience, it’s a game-changer for organizing tasks and tracking project progress without adding complexity.

Intuitive and Versatile: monday.com is user-friendly, even for beginners, and can be customized to fit a wide range of business needs, from managing simple tasks to complex project workflows.

Great for Teams: Its collaborative features allow teams to stay aligned with real-time updates, reducing miscommunication and enhancing productivity.

Solid CRM Capabilities: If you’re using it for CRM, monday.com provides a seamless way to track leads, manage customer relationships, and ensure nothing falls through the cracks.

You might think monday.com is too pricey, but the free plan offers enough tools for small teams to get started. Plus, the paid plans are a solid investment considering the powerful features that help you save time and stay organized.

Minor Criticism

The free plan, while useful, does have limitations, especially for growing teams that need advanced features like automation and integrations. But if you’re just starting out, it’s a great way to get a feel for the platform.

Ready to take your workflow to the next level? Give monday.com a try and see how it can transform the way your team works!

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monday.com Review: Pros and Cons

Boosts Team Productivity: monday.com helps you streamline task management, so your team can stay organized and focused on what really matters, reducing time wasted on communication mishaps.
User-Friendly Interface: You don’t need to be tech-savvy to get the most out of monday.com. Its intuitive design makes it easy to set up workflows and manage tasks with minimal learning time.
Flexible Customization: Whether you’re managing a project, tracking leads in the CRM, or simply organizing your daily to-dos, monday.com allows you to tailor everything to fit your unique needs.
Improves Collaboration: With features like real-time updates and shared boards, teams can communicate efficiently, keeping everyone on the same page without lengthy email chains.
Affordable Free Plan for Small Teams: If you’re a small team or a freelancer, the free plan provides enough tools to get started and manage basic workflows without any upfront costs.
Limited Features on the Free Plan: While the free plan is helpful for small tasks, you’ll quickly run into limitations if your project requires advanced features like automations or integrations. However, upgrading to a paid plan unlocks powerful tools for serious project management.
Can Be Overwhelming for New Users: If you’re new to project management tools, the wealth of customization options might feel overwhelming. But with a little practice and the platform’s built-in tutorials, you’ll find it becomes second nature.
Costs Can Add Up for Larger Teams: As your team grows, so does the cost of using monday.com. That said, the value it offers can easily justify the investment if you need a comprehensive tool to manage multiple projects.

Who Is monday.com For?

perfect for you if

Small businesses or teams looking for better organization: If you’re managing projects across multiple platforms and struggling to stay on top of tasks, monday.com will help you centralize everything in one place.
Freelancers and solopreneurs: If you handle your own workflow but still need a tool to stay organized, monday.com offers the flexibility to manage tasks without feeling overwhelmed.
Teams needing better collaboration: If your team is spread across different locations or working remotely, monday.com’s real-time updates, shared boards, and communication tools will keep everyone aligned.
Project managers who want customizable workflows: If you’re tired of rigid project management tools that don’t fit your process, you’ll appreciate the customization options monday.com provides to tailor your workflows.
CRM users who need simplicity: If managing leads and customer relationships feels overly complicated, monday.com’s CRM capabilities simplify tracking and managing contacts without overwhelming you.

not ideal for you if:

Large enterprises with highly complex needs: If you’re managing massive, intricate projects that require extensive automations and integrations, monday.com might feel limited unless you’re on a higher-tier plan.
Businesses looking for a cheap, long-term solution: If cost is your main concern and you expect to scale rapidly, the free plan may not offer enough features to sustain you as your business grows.
People looking for traditional CRM software: If you’re used to using dedicated CRM tools with extensive features like Salesforce, you might find monday.com’s CRM functionalities a bit simplified for your needs.

Product Overview: What Does monday.com Offer?

Key Features

Customizable Boards: Create boards and workflows to fit your needs, whether it’s tasks, projects or clients.
Real-time Collaboration: Shared boards and updates so team members can communicate and collaborate in real-time and be on the same page.
CRM: Track leads, manage customer relationships and sales pipelines. Great for sales teams and businesses looking to simplify their CRM.
Visual Dashboards: See progress at a glance with our color coded interface so you don’t have to navigate or understand project status.
Integrations & Automations: Connect with Slack, Google Drive, Zoom and more. Automate repetitive tasks to save time and boost efficiency.

What Does It Come With?

Free: 2 team members, limited dashboards, basic task management — perfect for small projects or personal use.
Paid: Unlocks automation, integrations, time tracking, team support. Paid tiers have more custom views and can manage more complex projects.
Mobile App: Manage your projects and tasks on the go with iOS and Android app so you’re always connected.

How Is It Different From Competitors?

Customization: Asana and Trello do project management, but monday.com has way more customization so you can tailor workflows and dashboards to your needs.
Versatility: It’s not just a project management tool — it’s CRM, task tracking, inventory management, marketing campaigns and more. A one-stop-shop for many business needs.
User-Friendly: Unlike some competitors that can be complicated, monday.com is simple and visually intuitive so you don’t need to spend time learning even if you’re a first-time user.

My Personal Opinion: Is monday.com Worth It?

I’ve spent a lot of time with monday.com and I can confidently say it’s as flexible and easy to use as everyone says. It’s been a total game-changer for managing my own tasks, collaborating with teams and even tracking leads through the CRM features.

What I Liked:

Customization: One of the best things is how customizable monday.com is. From creating custom boards to specific workflow automations I could shape the platform to my work processes. Perfect for teams with unique project requirements, you can create a system that actually works for you.
Visual simplicity: The color coded dashboards and visual task tracking is great for getting a quick snapshot of where you are. It removes the mental clutter that comes with other project management tools and allows you to focus on what matters most: getting things done. It simplifies complex workflows and is even accessible to those without technical expertise.
Collaboration is easy: Working with a remote team can lead to miscommunication or duplicated tasks. With monday.com we could all be on the same page even when working in different time zones. Real time updates, task assignments and clear accountability made it easy to keep projects moving smoothly.

What I Didn’t Like:

Limited Free Plan: The free plan is fine for small teams or individuals but I found you hit limitations quickly if you need more advanced features like automation and integrations. However, upgrading to a paid plan unlocks everything you need to scale and the pricing tiers are pretty flexible.
Steep Learning Curve for New Users: Monday.com can feel a bit overwhelming with all the customization options at first. But once I got the hang of it, it became second nature. For new users I’d recommend starting with the built in tutorials and then gradually exploring the advanced features.

Overall Verdict

If you like being organized and want a tool that fits your needs then monday.com is a yes. The benefits of improved workflow efficiency, better team collaboration, and customizable features far outweigh the minor drawbacks. Try it Now ->

Pricing: Is monday.com Affordable?

monday.com offers a variety of pricing plans to suit different needs, whether you’re a solo freelancer or managing a large team. Here’s a breakdown of the pricing options:

Free Plan

Cost: $0
What You Get: Up to 2 team members, 1,000 tasks, and limited access to dashboards. It’s perfect for individuals or small teams needing basic task and project management.
Who It’s For: Small teams, freelancers, or those testing the platform before committing to a paid plan.

Basic Plan

$8/mo

Small teams needing more than the free plan offers but without the need for automation or integrations.

5 GB file storage
Prioritized Customer Support
Core Project Management features

Standard

$10/mo

Growing teams who need better project tracking and workflow automations to scale their processes.

Automation (250 actions per month)
Integrations (250 actions per month)
Timeline & Calendar views
Guest Access

Pro Plan

$16/mo

Teams that need advanced project management features like time tracking, private boards.

25,000 automation & integrations per month
Time Tracking
Private Boards
More Robust Automations

Is It Worth It?

If you’re a freelancer or small team, the free plan or the basic plan will likely meet your needs without breaking the bank. As your team grows or your projects become more complex, upgrading to the Standard or Pro plan will unlock the features you need to scale efficiently. Compared to other project management tools, monday.com offers competitive pricing with the added benefit of flexibility and ease of use.

Tip: If you’re not sure which plan is right for you, monday.com offers a 14-day free trial for the paid plans, so you can test the advanced features before committing.

Features Breakdown of monday.com

Here’s a closer look at monday.com’s features, why they matter and how they impacted my workflow:

1. Customizable Dashboards

You can create custom dashboards with project timelines, task statuses, deadlines and more. You can add, remove and reorder widgets to your liking.

Most project management tools limit customization but monday.com lets you fully customize the dashboard to your way of working and get real time insights at a glance.

I loved being able to see everything that matters to me (project deadlines or CRM data) in one place. No more switching between multiple apps, I can focus on work, not logistics.

2. Task and Project Management

Create tasks, assign to team members, set deadlines and track progress with ease. You can also break down projects into subtasks and add dependencies between tasks.

What’s special about this is the clear visual layout monday.com provides. Instead of a list of tasks you get a full visual representation that’s much easier to manage and adjust as projects evolve.

Managing multiple projects at once was simplified. By assigning tasks and deadlines visually my team could prioritize better, less delays and miscommunications.

3. Automation

monday.com has built in automations, you can automate repetitive tasks like sending email notifications or moving tasks from one column to another when they’re complete.

Automating workflows in project management software is a huge time saver. Most competitors charge extra or require external integrations for automations but monday.com includes them natively in their plans.

Automations had a big impact on our workflow. For example when a task was marked as “complete” the team was automatically notified and the next step was triggered, no more manual follow ups. This reduced repetitive tasks and kept projects on track.

4. CRM

Beyond project management monday.com can be used as a CRM to track leads, manage customer relationships and oversee sales pipelines. You can create boards for client management and sales tracking.

What’s special about this is you don’t need a separate CRM system. monday.com is both a project management tool and a CRM, perfect for small to mid-sized businesses looking to consolidate tools.

I used the CRM features to track client communications, follow ups and sales goals. It simplified our sales process as everything was in one place instead of spread across multiple tools.

5. Integrations

monday.com integrates with popular apps like Slack, Google Drive, Zoom and hundreds more so you can connect your existing tools with monday.com workflows.

Integrating with third party apps is key in today’s business world where companies use multiple tools to get work done. monday.com’s integration is seamless.

Connecting Google Drive and Slack to my monday.com boards was a lifesaver. No more switching between apps I could access everything from one place and be more productive and reducing distractions.

6. Mobile App

The monday.com mobile app for iOS and Android lets you manage your tasks and projects on the go, almost all the functionality of the desktop version.

For teams that work remotely or are always on the move the mobile app makes sure you stay connected and productive anywhere.

I found the app super useful for staying on top of tasks during travel. Whether it was checking project updates or assigning tasks the app kept me in the loop without needing a laptop.

Use Cases for Different Types of Businesses

monday.com’s flexibility makes it a great fit for a wide range of industries and business types. Here are some practical ways businesses can leverage the platform:

1. Small Businesses

Use Case: Project & Task Management
How It Helps: Small business owners often wear multiple hats. monday.com allows you to streamline operations by managing tasks, deadlines, and responsibilities in one place. It simplifies collaboration, even for smaller teams, and helps avoid overlapping tasks or missed deadlines.
Example: A small marketing agency can use monday.com to track client projects, assign tasks to team members, and ensure all deliverables are completed on time.

2. Sales Teams

Use Case: CRM & Lead Tracking
How It Helps: Sales teams can use monday.com’s CRM features to track leads, manage customer interactions, and monitor the sales pipeline. It helps sales reps stay organized and ensures that leads don’t slip through the cracks.
Example: A real estate firm can track clients, follow up on potential leads, and manage deals from the initial conversation through closing, all within monday.com.

3. Freelancers and Solopreneurs

Use Case: Personal Task Management
How It Helps: Freelancers can use monday.com to manage client work, deadlines, and personal tasks. The customizable boards and simple interface make it easy for individuals to stay organized without needing a complicated system.
Example: A freelance graphic designer can organize client projects, track deadlines, and share progress with clients, all while keeping their own work neatly organized.

4. Marketing Teams

Use Case: Campaign Planning & Collaboration
How It Helps: Marketing teams often juggle multiple campaigns and deadlines at once. monday.com helps you organize each campaign, assign tasks, and track the progress of various team members, keeping everyone aligned.
Example: A digital marketing team can plan social media, email, and ad campaigns, track each element’s performance, and collaborate on creative assets in real-time.

5. Software Development Teams

Use Case: Agile Project Management
How It Helps: Development teams can use monday.com to manage their agile processes, track sprints, and oversee product development from start to finish. The platform’s flexibility allows teams to customize workflows according to their specific development methodology.
Example: A software development team can use monday.com to track bug fixes, feature requests, and code reviews, while also coordinating with designers and QA teams.

6. Event Planning

Use Case: Event Scheduling & Coordination
How It Helps: Event planners can use monday.com to organize events from start to finish, including coordinating vendors, tracking budgets, and managing schedules. The visual dashboards make it easy to keep track of all moving parts.
Example: An event planning business can use monday.com to track everything from venue selection and vendor contracts to guest lists and event schedules, ensuring everything is in place for a successful event.

7. Construction and Real Estate

Use Case: Project and Client Management
How It Helps: Construction companies can track progress on building projects, manage subcontractors, and ensure materials are delivered on time. Real estate firms can use it to track properties, clients, and transactions.
Example: A construction firm can use monday.com to keep track of site progress, budget updates, and employee schedules, while a real estate office can manage leads, property listings, and open houses.

8. Nonprofits

Use Case: Volunteer Management & Fundraising Campaigns
How It Helps: Nonprofits can manage donor outreach, plan fundraising events, and track volunteer activities with ease. monday.com provides the organizational structure necessary to coordinate large groups and ongoing campaigns.
Example: A nonprofit organization can use monday.com to organize volunteer shifts, track donation progress, and plan events such as fundraisers or awareness campaigns.

Each of these use cases demonstrates how versatile monday.com is, regardless of your industry. Whether you’re managing internal projects or client-facing work, monday.com offers the tools to keep your operations running smoothly.

Conclusion: Is monday.com the Right Tool for You?

After testing monday.com I highly recommend it for teams and individuals looking to improve their project management and CRM workflows. The interface is user friendly, customization options and collaboration tools make it a winner in a crowded market. Whether you’re a small business, freelancer or large team monday.com will adapt to your needs and allow you to manage tasks, projects and even clients in one place.

As we mentioned the visual dashboards, automation and CRM features are the key benefits that will help your team work smarter not harder. The free plan might feel limited for growing businesses but upgrading will unlock features that will pay for themselves in te

If you’re concerned about the onboarding process monday.com has built in tutorials and a simple design to get you up and running fast. And if you’re worried about the cost remember there are scalable plans that offer great value especially for growing teams.

CTA: Ready to take control of your workflow? Try monday.com today and see how it can change the way you manage your projects.

Not sure it’s the one for you? In the next section we’ll explore other options that might be better suited for you.

Alternatives to monday.com

While monday.com is a versatile and powerful tool, it’s not the only option out there. Here are some alternatives with different value propositions that might suit your needs depending on your priorities:

1. Asan

Asana is a well-known project management tool that focuses on task tracking and team collaboration. It’s designed for businesses that need a straightforward, list-based task management system rather than a highly customizable platform like monday.com.

Why Asana Might Be Better: If you prefer a simpler, more structured approach to task management without the extensive customization options of monday.com, Asana’s clean and intuitive interface could be more suitable. It excels at organizing projects in a clear, task-oriented way.
Who It’s For: Teams that want a simple, no-frills project management tool that focuses on task lists and workflow transparency. Asana is ideal for teams that don’t need extensive automation or advanced customization options.
Evidence: Asana’s free plan supports up to 15 team members, which may be more attractive to small teams on a budget. However, it lacks the visual appeal and flexibility of monday.com.

2. Trello

Trello is a card-based project management tool known for its visual simplicity and ease of use. It uses a Kanban-style board system that is ideal for managing smaller, straightforward projects.

Why Trello Might Be Better: Trello’s simplicity is its key strength. If you’re looking for a tool that’s extremely easy to pick up and get started with, without the complexity of automations and integrations, Trello is a solid choice.
Who It’s For: Freelancers, small teams, or individuals managing simple projects who need a basic, visual tool to organize their tasks. It’s also great for personal use.
Evidence: While Trello’s free version offers unlimited cards and boards, it lacks the advanced features like automation and CRM capabilities that monday.com provides. For large, complex projects, Trello might fall short.

3. ClickUp

ClickUp is a highly customizable project management tool, similar to monday.com, but with a steeper learning curve. It offers a wide range of features, from task management to goal tracking, time tracking, and more.

Why ClickUp Might Be Better: ClickUp offers more built-in features at lower pricing tiers compared to monday.com, including native time tracking and goal setting. If you’re looking for an all-in-one tool with more built-in capabilities, ClickUp could be a better option.
Who It’s For: Teams that need comprehensive features like time tracking, goal management, and multiple project views in one place. ClickUp is ideal for businesses that want more built-in functionality without relying on integrations.
Evidence: ClickUp’s free plan includes unlimited tasks and users, but the interface can feel overwhelming compared to monday.com. Its learning curve might be a barrier for those who need a quick-to-deploy solution.

4. Smartsheet

Smartsheet is a project management and collaboration tool that uses spreadsheets as the backbone of its interface. It’s aimed at users who are comfortable with Excel-like tools but need project management features built in.

Why Smartsheet Might Be Better: If your team is already familiar with Excel or Google Sheets, Smartsheet provides a natural transition with added project management capabilities. It’s highly effective for data-heavy projects.
Who It’s For: Teams that work heavily with spreadsheets or need to manage complex data sets. It’s also ideal for industries like construction, IT, and marketing, where project planning often involves data manipulation.
Evidence: Smartsheet lacks the visual appeal and ease of use that monday.com offers. It’s also more focused on data management than on collaboration or CRM capabilities, making it less versatile for all-in-one project needs.

5. Wrike

Wrike is a project management tool that offers powerful reporting and analytics features, making it well-suited for larger teams or enterprises that need advanced tracking and visibility into project performance.

Why Wrike Might Be Better: If you need robust reporting and workflow automation at scale, Wrike could be a better fit. It offers more advanced analytics than monday.com, which is helpful for teams needing detailed performance insights.
Who It’s For: Larger teams or enterprises that require advanced project management features and reporting tools. Wrike is excellent for teams with complex, multi-departmental workflows.
Evidence: Wrike’s features are more advanced, but its user interface isn’t as intuitive as monday.com. For teams needing heavy reporting and analytics, it’s a strong contender, but it may feel too complex for smaller teams or freelancers.

While these alternatives have their strengths, monday.com stands out for its balance of ease of use, customization, and all-in-one project management capabilities. If you want a tool that can adapt to your growing business needs with an intuitive interface, monday.com is the best choice. However, if your needs are more specialized—whether that’s heavy data management (Smartsheet) or in-depth analytics (Wrike)—the alternatives might be a better fit.

Still unsure? Each platform offers free trials or plans, so you can test them out to find which one best aligns with your workflow.

FAQ: Your Questions About monday.com Answered

Is monday.com for small business?
Yes, monday.com is highly customizable and can be adapted to small business needs. The free and basic plans have enough features to manage projects and tasks without overwhelming small teams.
Can I use monday.com as a CRM?
Yes! While it’s not a traditional CRM, monday.com has CRM features to track leads, manage sales pipelines and maintain customer relationships – all in one place.
Is there a free plan?
Yes, there’s a free plan for up to 2 users with limited features. Good for small teams or freelancers just starting out. But for automation and integrations you’ll need to upgrade to a paid plan.
How is monday.com compared to Trello or Asana?
monday.com is more customizable than Trello and has a simpler visual interface than Asana. It can also handle more complex workflows and integrations so it’s better for teams that need more functionality.
Can I connect monday.com with other tools I use?
Yes, monday.com integrates with hundreds of apps like Slack, Google Drive, Zoom and more so you can connect your favorite tools.
Is monday.com hard to learn?
No! The interface is easy to use and there are plenty of tutorials and resources to get you started. While the customization options can be overwhelming at first, most users find it intuitive after a short time.
What plan should I start with?
If you’re a small team or freelancer the free plan is a good starting point. For larger teams or those who need automations and integrations the Standard or Pro plans are the best balance of features and price.
Can I manage remote teams with monday.com?
Yes! monday.com’s real-time updates, task assignments and shared boards make it perfect for remote teams. Everyone can stay aligned, track progress and communicate from anywhere in the world.
Does monday.com have support?
Yes, monday.com has customer support via email, knowledge base and community forum. Paid plans have priority support so you can get help fast when you need it.
What if I need more than project management?
monday.com is more than just a project management tool – it’s versatile enough for CRM, event planning, marketing campaigns and more. It can adapt to your business needs beyond just task tracking.