What is monday.com and How to Use it: Review, Pricing, Integrations for 2023

Published: August 03, 2022
Last Updated: April 26, 2024
Chief Strategy Officer at Alpha Serve
You have multiple tools for planning and managing various areas of your day-to-day job, whether you're a company owner working with a small team or a project manager of an enterprise juggling managing several projects, teams, or vendors. monday.com Work OS is one of the best work management systems on the market right now.

Thousands of businesses and teams from all over the world have been using this powerful tool to plan, organize and integrate their projects using this all-in-one solution. If you’re considering adopting monday.com for managing your team or project, this monday.com overview will help you understand how the platform works and how it could be the right fit for your team.

In this monday.com review, we will discuss how monday.com can help you manage different projects and automate your workflows easily. You’ll also learn about monday.com pricing and how you can expand the platform’s capabilities using monday.com integrations.
Zendesk Alpha Serve Blog

What is monday.com

what is monday.com
monday.com is an all-in-one work management platform that helps teams streamline their workflow, collaborate seamlessly, and manage complex projects effectively. This cloud-based platform was developed to simplify your work by creating helpful tools and applications for managing work.

monday.com started as a work collaboration tool but has not expanded into a versatile tool for managing projects, customer relations, human resources, software development, and other aspects of the business. monday.com calls itself a work operating system (Work OS). The platform helps you shape workflows using existing templates or building yours from scratch.

monday.com: a Story of Success

monday.com success story
Founded in 2012, monday.com was known as daPulse in its early days. monday software was launched commercially in 2014 and was officially rebranded into monday.com 3 years later.

The platform took off fast and was named one of the fastest-growing companies by Deloitte in 2017. By 2019, monday.com achieved unicorn status, joining other big names in the tech space such as Stripe, SpaceX, and Bytedance.

The company has been recognized with several awards, including the Webby Awards for Work & Productivity Apps and Software in 2019 and 2020. Initially created as a collaboration platform, monday.com rebranded into a “work operating system (work OS) that enables organizations of any size to build custom workflow apps in minutes.”
monday.com now serves as a centralized platform for managing projects, internal process management, and the code-free creation of monday.com apps for specific business purposes. The company went public in June 2021.

What is monday.com Used For

monday.com is a cloud-based work operating system useful for organizations in various industries that want to build custom applications for handling different workflows. It also empowers teams to collaborate on projects, schedule tasks, and visualize projects in the simplest and most detailed way possible. Some of the core uses of this platform include:

● Agile Development
● Bug Tracking
● Customer Relationship Management (CRM)
● Enterprise Marketing Management
● Lead Management
● Project Management
● Task Management
● Sales pipelines
● Recruitment processes
● Video production planning
● Progress tracking
● Software development,
● Design planning, and so on.

Flexibility is one of the core features of this platform. With the possibility of building custom applications for any workflow, monday.com can be used by any team across all industries. Some of the teams that will find this tool most helpful include:

Customer-Facing Teams

Customer-facing teams such as marketing, sales, and customer service will find CRM software by monday.com to be just the ideal tool they need to simplify their operations while building better customer relationships. It serves as a unified platform for tracking all customer interactions. You can also use monday task management to streamline and automate customer engagement workflows for better productivity.

Marketing and Creative Teams

monday.com can help align all your marketing and creative initiatives in one place. It provides the visibility needed to monitor ongoing initiatives, allowing you to make better strategic decisions that align with your marketing goals. It also allows you to automate workflows so campaigns can run more effectively while streamlining information passed from campaign managers to the different members of their teams.

Managing Projects and Portfolios

monday.com can serve as a centralized hub for managing projects and portfolios, so you can see the bigger picture at a glance and manage everything from the same place. In addition to providing all the tools needed to oversee projects, monday.com also helps to implement automation to streamline project workflows and manage project teams better.

For Product and Dev Teams

monday.com functions as a centralized workspace for your product development teams. It is a versatile tool for planning product iterations, developing and monitoring product roadmaps, tracking blogs, and smoothly managing product development workflows.
“We have a very ambitious plan to build an operating system for every business, so that for customers, it’s the first thing they use in the morning.”

monday.com Products and Features Explained

monday.com Products and Features
monday.com claims to be the visual platform for managing everything. This flexible work operating system serves as a centralized platform for planning, organizing, and tracking your team’s work. Here’s an overview of some core products and their features offered by this platform:

monday work management

You can conveniently manage extensive day-to-day processes using monday work management. The platform gives a real-time perspective of activities as well as tools to help you automate monotonous jobs. You can also use monday.com to keep your team in sync by creating a shared workspace that encourages effective cooperation.

monday sales CRM

monday.com sales CRM provides client-facing professionals with the tools they need to automate repetitive tasks and improve customer relationships. You can remain on top of all team communication by synchronizing all your emails to the same platform, configuring email tracking, and documenting all contact actions.

monday.com is a platform for managing customer data and consolidating all of your leads, contacts, and continuing accounts into a single location for better visibility. This platform also reduces the need to switch between separate tools by consolidating all of your CRM products into one source for increased productivity.

monday projects

The monday projects helps to link all project aspects, allowing your teams to operate quicker and more productively while meeting specified goals. monday.com also functions as a collaborative platform, encouraging project stakeholders to cooperate more efficiently. It unifies project planning and management with straightforward dashboards that allow total visibility into all parts of your project.

monday devs

monday.com brings product development teams together by facilitating real-time communication. The monday devs helps you plan and manage product releases in accordance with your product strategy and customer needs. It also serves as a central point of contact for all your teams, ensuring everyone is on the same page.

5 Reasons Why Your Company Should Choose monday.com

why choose monday.com
monday.com is suited to any type of company and any industry. The following are some benefits of adopting this platform as a work operation and project management tool for your organization.

Flexibility

Every organization is unique. Even within an organization, different teams have unique requirements to accomplish project tasks in the best way possible. monday.com’s flexibility makes it one of the most valuable tools that fit your operational requirements. You can create custom workflows according to your specific needs. Also, this software can be adapted for all types of projects and teams and deliver precision in all use cases.

Rich Visuals

monday.com is a visual platform, so that’s what makes it such a simple and easy tool to use for any team or organization. Teams can be overwhelmed by dealing with multiple tasks and timelines. The platform dashboards allow anyone to navigate it easily. Despite its simplicity, the platform is just as powerful.

For instance, monday.com uses a robust color-coding scheme to visualize projects and track the progress of tasks, allowing you to get all the information you need at a glance. You can also switch monday board views as you deem fit. Whether you prefer the traditional spreadsheets view or do something more modern like Kanban boards, map views, and charts, putting all the information you need right at your fingertips.

Better Communication and Collaboration

Working on daily tasks and projects, especially at the enterprise level, often involves collaboration between various teams and departments. When multiple people are working together on a task or project, getting everyone on the same page can be challenging.

Fortunately, monday.com provides all the tools that deal with such issues by serving as a strong collaboration and team communication platform. More than just managing projects and tasks, monday.com prioritizes people management. By adopting this tool, you might finally be able to reduce unnecessary meetings without resorting to exhausting email threads as a way to keep teams updated.

Powerful Reporting and Analytics

One of the most vital aspects of effective project management is timely and effective reporting. monday.com has advanced reporting capabilities that let you see the state of your project at a glance. At the same time, you can also drill down with deep analytics to gain valuable insights into the progress of projects, team performance, resources budgets, and other key metrics. With this platform, you can maintain a 360-degree view of ongoing projects while measuring all the standard metrics you need to monitor.

However, native reporting features are more suitable for standardized reporting based on internal data sources. Analyzing your data in BI tools, like Power BI, can overcome monday.com reporting limitations and align multiple data sources in one. With Power BI Connector for monday.com, you can automate data export for customized reports to fit your business needs.

Reasonable Price

With monday.com, not only are you getting the best features that any work management platform has to offer, this project management tool by monday guarantees good value for your money. The platform is reasonably priced, that is why it works for businesses of all sizes whether you have a small team or a large enterprise with multiple teams.

monday.com Pricing Plans: Pick the Right One for You

monday.com cost: pricing and plans
As earlier mentioned, affordable pricing is one of the main selling points of this platform. Businesses of all sizes will find monday.com pricing plans just suitable for them. Here’s an overview of how much monday.com costs.

Is monday.com Free?

To start with, does monday.com offer a free plan? Yes, it does. However, if you’re a professional looking for a way to keep track of your work on the advanced level, then it might not work for you, as it is limited to 2 seats with access to only the most essential features the platform offers. There’s also a free 14 -day trial to a paid plan with access to all the features you can try before the purchase.

The Basic Plan - $8/user/month (total $24/month billed annually)

With this plan, you get access to tools and features for managing projects and collaborating with your team using boards, columns, and whiteboards. Your number of dashboards is limited to one but you get no automation or integration with this plan.

The Standard Plan - $10/user/month (total $30/month billed annually)

The Standard Plan is monday.com’s most popular plan for teams that need more automation and integration capabilities. In addition, you also get more storage space (up to 20GB compared to 5GB for the free plan) and up to 5 dashboards.

Pro Plan - $16/user/month ($48/month billed annually)

The pro plan is for data-oriented teams that want to work on complex team workflows. With this plan, you get access to charts and other analytics tools. You also get access to more automation and integration actions (up to 250,000 per month).

Enterprise (available on request)

The enterprise plan is for organizations that need enterprise-level automation, customization, and advanced security features.

monday.com Integrations for 2023

monday.com integrations
Most project teams often find themselves juggling multiple tools to get the job done. You can solve this problem by making monday.com your primary work hub and integrating all the popular external tools like Jira, Slack, Gmail, Power BI and Mailchimp. It will allow you to streamline your workflow and deliver with better efficiency. Some of the integrations offered by this platform include:

For CRM

While monday.com is a robust CRM tool on its own, it also offers a way for your customer-facing teams to work with their favorite CRM systems and tools. Thus, you can synchronize customer records across different systems and work even better. monday.com integrates communication tools like Gmail and Outlook. You can also handle customer requests with Zendesk or use Salesforce and Copper to manage customer relationships.

For Marketing

Supercharge your monday.com for marketing capabilities by integrating these tools with the other marketing platforms that your team already uses. monday.com offers integrations for managing polls, campaigns, and ads such as Surveymonkey, Facebook Ads, and Mailchimp. You also get access to marketing and creative integrations such as Adobe Creative Cloud, Hootsuite, and Data Studio among others.

For monday Reporting

Using monday.com products on a daily basis makes them a valuable data source for complex business analytics as they contain tons of important data.
From this perspective, there are monday.com integrations solutions that help build custom monday reports and visualize data in the appropriate way. For example, there is a no-code monday.com Power BI integration available that allows to easily fetch monday.com data to Power BI, where users can build any monday reports they need and analyze data easily and in a convenient mode.

For Software Development

Different software development teams use various tools for managing their projects and communication. By adopting monday.com as the centralized work platform for your development team, you won’t have to switch tools to work in sync and deliver better products. For instance, you can set up a two-way monday Jira integration to manage your Jira issues more seamlessly. Other software development tools that integrate with the monday app include Github, GitLab, and PagerDuty.

For Project Development

Managing project teams can be complex, so you need to leverage all the tools you can get without breaking work into too many siloes. monday.com simplifies this by integrating with a host of apps that teams already use for project management. You can support your work through integrations with platforms like Slack, Trello, Office365, Microsoft Teams, and others.

Conclusion

monday.com is an excellent tool for small and mid-sized businesses, as well as for large multi-team enterprises. As a flexible and transparent work management platform, monday.com is worth considering for various business use cases. In addition to being affordable and easy to use, you won’t have to spend a fortune on training your team to use this platform. The fact that monday.com integrates with various business tools, makes this platform one of the most versatile all-in-one tools you can consider for managing day-to-day work in your organization.

Subscribe to the Alpha Serve blog

Stay up to date with different topics related to project management, agile methodology, and more.
By clicking the button you agree to our Privacy Policy

Related Topics


Latest from Alpha Serve