What is Monday.com?

CRM
17.07.2025
Hunter Blake

Monday.com is a project management and team collaboration service. The developers position the service as a working operating system, as it features many different applications and extensions with which users can customize their workspace according to their own needs and wishes. The platform offers three main comprehensive products focusing on workflow management, sales, client work, and development. The project and employee management product enables you to add tasks and goals, manage a portfolio and business processes, track client projects, etc.

Monday CRM has a set of tools for working with contracts, financial transactions, automatic creation of tasks and content thanks to AI, working with email and business management (the areas of real estate, IT, media, manufacturing, sales, and medicine are indicated, but flexible settings allow you to use the service in other industries). The developer option helps create roadmaps, task lists, Kanban boards, and sprints, track project execution time, have access to the history of changes and errors in the code, and offers other features.

Tools of the Monday.com service

Boards. It all starts with a visual board — a visual space where teams create, manage tasks, projects, or processes. Customize it for yourself and manage anything — from projects to company divisions.
Representations. Visualize and plan your work using various tools, such as a Kanban board, calendar, timeline, and Gantt chart.
Dashboards. Get analytics for confident decision making. Track progress, timelines, and budgets with customizable dashboards.
Integrations. To work more efficiently and have more time, first connect your favorite tools to Monday.com, such as Slack, Dropbox, and Adobe Creative Cloud.
Automation. Streamline processes to focus on what matters. Use ready-made automation rules or create your own in minutes.
Applications. Use extensions that add new features to the platform. Enhance work processes with the aid of customizable presentations, widgets, integrations, and other valuable functions.
Documents. Convert text into tasks in a few clicks. Connect components, interact, implement ideas, and implement workflows in real time within any document.

Products of the service

Work management

Synchronization. Stay connected and communicate in context in a single work environment.
Achievement of goals. Use more than 10 presented data to speed up the transition from idea to result.
Consistency of actions. Give everyone access to data about the current situation, updated in real time.
More completed tasks. Utilize familiar tools to optimize processes and efficiently resolve tasks.
An environment that adapts to you. These are effective, fully customizable work processes for any tasks and needs.
The ability to see the whole picture. Make informed decisions based on data from customizable dashboards and reports.

Sales CRM

Adjusts to your sales cycle. Customize CRM as you see fit without involving developers. Edit the stages of the transaction, add the required number of columns, manage several funnels at the same time and do many other things.
A unified environment for communication with clients. Integrate email for effective communication with contacts. Automatically save sent messages, also track interactions and use email templates. This will certainly save time.
Save valuable time by automating sales processes. Automation and working with repetitive tasks can help close more deals. Set up automatic sending of leads to agents, set reminders about upcoming actions, receive notifications when leads open letters, and much more.
Get an instant understanding of the situation for each transaction. In one click, get access to all the information you need to close the deal. View contact details, track transaction progress and next steps.
Increase transparency with customizable dashboards. Create real-time dashboards without the help of developers. Get information about the progress of deals, expected revenue, team performance and other aspects.
Management of leads. Collect leads from any sources, set the criteria for their automatic categorization and evaluation.
Transaction management. Set up the sales process without involving a developer, drag deals from one stage to another, automate manual actions and track all interactions with contacts.
Management of contacts and work with clients. Get a complete view of customers. Capture contact information and detailed customer data, maintain a log of actions, and send letters—all in one environment.
After-sales service management. Manage after-sales service in a single environment to stay up-to-date on all client projects, track receipts, and more.
Management of operations of the sales department. Plan and accelerate the process of hiring employees in the sales department. Give professionals the tools and resources they need to close more deals.

Dev

Set up agile workflows. Adapt any processes and methodologies to how your team works in minutes. Create and maintain columns with statuses and priorities, set up synchronization of tasks between boards.
A platform that works for you. Useful automations — from assigning tasks to executors to synchronizing commits from the repository with code — save precious time, allowing the team to focus on efficient process execution.
Eliminate isolation for effective interaction. Build the work of the entire organization on a single platform. Provide a single source of reliable data available to all departments to keep teams moving forward.
Break a larger goal into doable sprints. Evaluate progress, be aware of everyone’s tasks, and receive instant notifications — all in one workspace.
Prioritize the functionality that customers want to use. Manage the full cycle from request to release, ensuring high customer satisfaction. Create component and release roadmaps to keep the entire team aligned.
Plans, priorities and product roadmaps. Create your own roadmaps to visualize everything from company goals to product tasks and sprint planning.
Learn about gods instantly. Receive bug reports through customizable forms to quickly determine who is responsible, prioritize, and identify problem areas that need improvement.
Identify optimal methods for the team. Analyze past iterations and record findings on a whiteboard accessible throughout the organization.

Monday marketer

Manage marketing with the help of overviews presented. A visual environment for monitoring current initiatives allows you to make strategic decisions about the company’s goals.
Automate campaign planning to keep everyone informed. Optimize processes with automations to inform the team about the best keywords, campaign deadlines and approvals.
Optimize the creative approval process. Use forms, annotations and version control so that all the necessary information flows from managers to copywriters and designers.
Systematize digital resources on a single platform for collaborative work. Store digital resources in a single environment so that everyone can update, use and share them.
Manage the organization of team events from start to finish. Create and share custom forms to capture attendance, conduct surveys, track sessions, and more.
Visualize all upcoming content in one environment. Systematize content by channel, type, priority, and publication date to understand the big picture.
Track campaign performance in a visual way. Visualize marketing campaign data to control budget, ROI and spend across channels.
Optimize work with requests for creatives. Create a form through which participants can provide designers with all the necessary information.
Start with ready-made templates. These are pre-configured boards for various tasks and areas, including project management, marketing, sales, HR, IT, and more. They help to get started quickly, without requiring everything to be created from scratch. You choose a template, adapt it to your needs, and you’re ready to work!

Projects

Plan and manage projects from start to finish. Easily manage multiple projects in one environment. Create customizable dashboards, assign tasks to employees, assess bottlenecks and risks to move forward.
Optimize projects and show class. Save valuable time by automating approval processes and some actions. Use customizable forms to quickly create board items and track metrics.
Organize effective interaction with all participants. Connect teams to a single platform to eliminate communication barriers, allocate resources, and communicate changes in real time to effectively deliver projects.
Track performance to make the right decisions. Clear, intuitive and visual dashboards allow you to quickly assess the status of all projects, monitor the situation and achieve the set goals.
Project management. Achieve your goals quickly and efficiently. Use templates to create repetitive parts of the project structure, automate manual work, and customize the methodology for each project in a single environment.
Management of project portfolios. Manage the entire portfolio and implement every step with a complete picture of the project. Identify bottlenecks and trends by connecting budgeting, history, information on costs, risks and progress.
Project planning. Plan the scope of work on the project, budget, main stages, dependencies, main indicators, participating and interested specialists, etc. Appoint owners and assistants for tasks, set deadlines and be aware of everything that is happening.
Register of risks. Calculate project risks in advance and monitor and mitigate them with real-time data from all stages of the project.
Project dashboards. Get visual overviews with analytics on various aspects of projects: budget, goals, schedule, resources, etc.

Pricing policy

Free plan – $0 for up to 2 seats;

Up to 3 boards;
Unlimited docs;
200+ templates;
8 column types;
iOS and Android apps;

Basic plan – $10/seat/month;

Unlimited number of observers.
Unlimited tasks and projects.
Requests for projects.
5GB file storage.
Prioritised customer support.
A unified environment for project communication.
Presentation of “Kanban” for Agile projects.
Creating a dashboard based on 1 board.
Applications for iOS and Android.

Standard plan – $14/seat/month;

Calendar view.
Timeline and Gantt views.
Guest access.
5-board dashboard.
Integrations (250 actions/month).
Automations (250 actions/month).
Task summary.
Multi-project overview.
Checkpoints.

Pro plan – $16/seat/month;

Closed Workdocs boards and documents.
Dependencies.
Integrations (25k actions/month).
Automations (25k actions/month).
Gantt chart: planned indicators.
Gantt chart: critical path.
Resource allocation.
20-board dashboard.

Enterprise plan – Custom pricing (contact sales)

Automation and integration for large businesses.
Enterprise-grade security and management.
Advanced reporting and analytics.
Multi-level access rights.
Dashboard for managing project portfolios.
Project lifecycle management.
50-board dashboard.

Advantages

Intuitive interface and ease of use. First of all, the system has a simple and clear interface, which makes it easy to learn and use. Users can create boards, tasks, drag them across columns and interact with information intuitively.
Flexibility and customizability. Extensive options for customizing workflows to the unique needs of a team or project. You can create fields, customize board views, tasks and display data. This allows you to adapt the platform to the requirements and preferences of a specific team.
Collaboration and communication. Ensuring effective collaboration and communication within the team. The ability to share comments, attach files, mention team members and receive notifications about important events and changes, which certainly contributes to better communication and collaboration.
Task and deadline management. Allows you to effectively manage project tasks and deadlines. You can assign responsible persons, set deadlines, track progress, prioritize tasks and manage dependencies between them. This helps to meet deadlines and improve productivity.
Data visualization and reporting. Data visualization and reporting capabilities. Company employees can create charts, graphs, dashboards, and other visual elements to better present project information and progress. This helps, first of all, to quickly analyze data and make informed decisions.
Integration with other tools. Monday.com offers seamless integration with various tools and services, including Slack, Google Drive, and others.

Disadvantages

Cost. It is a commercial product and requires a paid subscription to access its full functionality. For some companies, the cost may be too high. This is especially true for smaller teams and organizations.
Difficulty in handling large projects. When handling large projects and a large number of tasks, users may encounter performance limitations and difficulties in managing data. Long load times and slow work with large amounts of information can be problematic.
Limited integration options. While Monday .com offers integrations with some popular tools, it may have limitations in integrating with some other applications or services. Some users may find it difficult to share data and collaborate with other tools they use in their work environment.
Limited reporting options. The reporting capabilities in monday.com may be limited compared to more specialized project management tools. Some users may not have enough out-of-the-box functionality and may require more advanced reporting features that the platform may lack.
Complexity of implementation. Implementation of the system in the organization may require time and effort to train employees and customize the system to the needs of the team. The introduction of a new tool may cause resistance from employees and require restructuring of existing work processes.
Dependence on the Internet connection. The product is a cloud service. This, of course, requires a stable Internet connection. Connection problems can lead to temporary unavailability of the service or problems in data synchronization.

Who is Monday.com for?

The service caters to a broad audience, making it ideal for various teams across different industries. Whether you’re in project management, marketing, HR, or operations, you’ll be provided with tools and customization options to fit your specific needs.

Project managers: Organize tasks, track progress, and manage your team’s workload efficiently.
Marketing teams: Plan campaigns, collaborate on content, and track metrics in one place.
HR professionals: Simplify hiring, onboarding, and employee management.
IT teams: Manage IT projects, support tickets, and asset tracking seamlessly.
Operations teams: Streamline processes, manage resources, and improve overall operational efficiency.

Tips and Best Practices

Set clear goals: Before setting up boards, clearly define the goals and outcomes you want to achieve to ensure alignment.
Use templates: Save time by starting with pre-made templates that fit your industry, or create custom templates for frequently used workflows.
Regular Updates: To maintain accuracy and visibility of deliverables, remind your team members to regularly update information and task statuses.
Automate Where Possible: Use automation to reduce manual work and repetitive tasks.
Use Different Views: Use different views, such as Kanban, Gantt, or calendars. This will primarily allow you to visualize information in a way that makes your workflow easier.
Regular Meetings: Hold regular meetings or stand-ups. Use the platform to keep everyone informed and achieve consistency in progress.
Continuous Improvement: To optimize efficiency, regularly review and adjust your boards and processes.

Customer Service and Support

You can use several channels to access customer support. The best resource to start with is the frequently asked questions (FAQ) spread across the main website. For advanced support, there are a variety of video and text resources available, including:

Webinars;
Video Tutorials;
Knowledge Base;
Forum Online;
Contact Form VIP Training Package;

You can submit your queries via the online contact form to interact with human customer support. All you need to enter is your basic information – email address, phone number, and your message. This support is available 24/7 and works diligently to provide personalized answers and solutions to platform-related problems. You can communicate with the support team via Twitter, Facebook, Instagram, and Pinterest if you use these social media platforms. The support teams speak 12 languages well – Swedish, Japanese, Russian, Italian, Dutch, French, English, Spanish, and Chinese. Response times are fast, usually within 15 minutes.

Let’s consider the monday.com service interface:

Final thoughts and summary

Monday.com is considered one of the best project management software, if not the best. What’s interesting is that the main difference between the platform and others is its wide and comprehensive set of project management and CRM tools, robust integrations, and many other basic and advanced features.

The platform has various bells and whistles to improve workflow productivity, team collaboration, and efficiency without overwhelming the senses.For maximum project management convenience, everything in the system is simplified and optimized.

Think of Monday.com as an extended version of Excel spreadsheets. Workflow software enables teams to create flexible workflow solutions with standard features such as integration, whiteboard presentations, widgets, task automation, and more.

Working with these building blocks is like playing with Lego pieces. Each block can be dragged and dropped, allowing you to customize projects according to your personal and organizational needs and preferences. You start with a simple grid and decide what to build on top of it.

Many industry leaders, including Salesforce, Coca-Cola, BBC Studios, and Hulu, utilize Monday.com to manage both small and complex projects.

This program is indeed a giant among project management applications.

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