monday CRM Reviews
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394 Reviews for UK Users
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
monday.com is amazing
Reviewed on 03/01/2022
Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our...
Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive. Helps team members quickly analyze the tasks they need to work on, workflows are based on collaboration needs across departments. It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.
Pros
This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers.
Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.
-Optimize my daily and weekly team meetings
-Track the completion of the project in real time.
-Collaboration and project management with people outside my company.
Cons
I love the web version, but I have problems with the Android application, it is super slow, it does not finish loading the information and when it loads, it uses a lot of data.
Simply put, the smartphone app is not working.
Alternatives Considered
TrelloReasons for Switching to monday CRM
Offer more features at a lower price- Industry: Leisure, Travel & Tourism
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
User friendly, great for task management and viewing large quantities of data
Reviewed on 27/04/2022
Pros
We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place.
Cons
The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not logging. After spending nearly 7 months working with the customer service team and getting no where, we gave up. Unfortunately we can't count on this essential piece and unless they sort out the problems, it may be cause to look for other CRM software in the future as our business continues to grow. Another problem is the software will often freeze or not load. The only solution we've found is to wait till later to try again or sometimes opening a new browser will help. This has caused few major problems but a lot of headaches! The integration with MailChimp is currently pretty pointless for our needs. I wish they gave you other options for what you can do with that integration or let you customize the scenarios.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
It could be great if email tracking was a reliable feature
Reviewed on 20/04/2022
Pros
That it's part of Monday so it easier for the entire team to use it.
Cons
Since I've start using the Monday's CRM a few month ago my overall experience was very disappointing and frustrating. Since the email tracking doesn't work constantly it's not reliable, and makes me do a lot of manual work instead. E
Alternatives Considered
HubSpot CRMReasons for Switching to monday CRM
Since I udesd Monday (not CRM) in the pastResponse from monday.com
Hi there, thanks so much for taking the time to leave a review. We'll be sure to forward your feedback to all relevant teams.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Monday As a CRM
Reviewed on 28/04/2022
Monday has been a game changer for our business and allows us to control where we go with the...
Monday has been a game changer for our business and allows us to control where we go with the product using our own internal team.
Pros
The softwares main feature is its adaptability to various departments and needs.
Cons
There are some very basic features like being able to attach an attachment to an email that are missing.
Reasons for Choosing monday CRM
We needed more functionality out of the platform.Switched From
Agile CRMReasons for Switching to monday CRM
Pricing was the driving force, then being able to do our own implementation.- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Gave me great visual insight into running my company!
Reviewed on 25/04/2022
It gave us a central location for sales/marketing and operations data and the tools to visualize...
It gave us a central location for sales/marketing and operations data and the tools to visualize results.
Pros
The ability to segment data and great visualization of that segmented data. Loved the ability to create custom dashboards.
Cons
I would love the ability to view the dashboards on our digital signage displays using a URL.
Alternatives Considered
TrelloReasons for Choosing monday CRM
Monday had a broader offering and was more customizable.Reasons for Switching to monday CRM
The ability to further customize the app without having to add a tremendous amount of "power ups".- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Excellent for our Small Business that's growing quickly!
Reviewed on 19/04/2022
Pros
Our office needed a virtual management software for processes that we're even created yet. The ease of transformations in Monday make changing processes and items simple - often times, just click and drag! It makes creating and then re-working things straight forward.
Cons
The only complaints I have are that the automations aren't always reliable and when they don't work you don't really know it.
Reasons for Choosing monday CRM
The pricing difference, ease of use and large array of services.Switched From
HubSpot CRM- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Excellent Product
Reviewed on 01/06/2022
Pros
This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information.
I would highly recommend this product.
Cons
It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.
- Industry: Entertainment
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
An essential core for your brand
Reviewed on 27/04/2022
It's been fantastic overall. I actually use it for accounting as well and tracking income/expenses...
It's been fantastic overall. I actually use it for accounting as well and tracking income/expenses and that's been fantastic. I made myself a deal pipeline as well which has really kept things on track and organized. I've really loved this software and am likely to recommend it to friends.
Pros
What I like most is the UI. It's extremely intuitive, gorgeous looking, and promotes a feeling of productivity and ultimate entrepreneurship. Its automation software is also brilliant saving loads of time on many fronts.
Cons
The pricing is a little high. I currently pay about $100 for 2 people and would love to see that come down to somewhere in the $30-$50 per month range. Also, the mobile app is a bit redundant in my opinion. I've never found myself going to the app for anything other than to find something on the run.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Monday, the best tool you don't know about.
Reviewed on 19/04/2022
The power of this tools has allowed us to scale by keeping our growing team all moving in the same...
The power of this tools has allowed us to scale by keeping our growing team all moving in the same direction. We have taken Traction's Level 10 and build a version of their meeting format for our company. We then built a Now -3, Next-5, Later board for our project clients.
Pros
The automation and how we can take items from other boards and fit them all onto one board. Then when you or the client updates information it syncs across the boards. We use this for our Level 10 meetings and NNL to keep the team all moving in the same direction.
Cons
Cannot single out a row, we can only single out a column. Cannot do a lookup function i.e. go find this word and pull the data from this row.
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Love Monday.com
Reviewed on 19/04/2022
We needed a central place for all of our leads to be. This has made follow up with leads, potential...
We needed a central place for all of our leads to be. This has made follow up with leads, potential clients, and even keeping track of our onboarding process so easy,
Pros
I love the easy of the integrations and automations
Cons
More in-depth training videos would be great. Other than that I haven't found anything I do not like
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Fantastic Platform For Transforming Your CRM
Reviewed on 25/04/2022
This platform is allowing collaboration across the different internal disciplines and ensuring...
This platform is allowing collaboration across the different internal disciplines and ensuring people are using the system. With the quick response from Monday.com support we are able to get issues resolved very quickly
Pros
Since moving to Monday.com it has taken little effort to turn my team into experts in the platform. We are finding new ways everyday to improve the system through the collaboration across the entire team.
Cons
There is a few minutes delay between actioning something and it being picked up through an automation or elsewhere in the system.
Alternatives Considered
BasecampReasons for Choosing monday CRM
The old system was clunky, expensive and the support was terrible.Switched From
AcceloReasons for Switching to monday CRM
I have experience with Monday.com and I know how powerful and intuitive it is to use.- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Glad we found Monday.com!
Reviewed on 25/04/2022
Pros
Monday.com has helped us in so many ways. From tracking our to-do lists to previewing our sales. This is helping us to achieve our goals and to see our potential. Monday.com has helped us to create a salesflow where we can register every step of it and keep our team accountable. What we love the most about Monday is the automations and how easy it is to create them. Monday.com helps us to "Work smarter, not harder"
Cons
It is a software that is still expanding and growing so even though it does have as many integrations as we want we know that it will get there.
Alternatives Considered
AsanaReasons for Choosing monday CRM
Monday has more toolsSwitched From
TrelloReasons for Switching to monday CRM
Monday.com is easier to use and has more tools.- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Super easy to use and customize
Reviewed on 19/04/2022
makes our operations run smoother
makes our operations run smoother
Pros
Ease of set up and ease of learning curve
Cons
nothing. The software works well and does everything we need it to do.
Alternatives Considered
Zoho CRMReasons for Choosing monday CRM
needed something simpler and easier to use and configureSwitched From
Salesforce Service CloudReasons for Switching to monday CRM
faster set up- Industry: Market Research
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easy of Use
Reviewed on 26/04/2022
Helps Client Service check which clients have been approached and the progress on that specific...
Helps Client Service check which clients have been approached and the progress on that specific client, so that 2 people do not approach the same client with the same project.
Pros
The easy of use and navigation : I love how 2 people can be working on the same project and also track at the same time, The movement bar helps check the progress of certain projects.
Cons
It has the ability to freeze while trying to archive some items
- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
You cannot go wrong with this product!
Reviewed on 10/04/2023
I would highly recommend this product to start-ups or small company building their client base. ...
I would highly recommend this product to start-ups or small company building their client base. The dashboards are completely customizable. You can create teams to manage clients and work within the system to communicate as well as assign tasks/follow-ups. The email feature is also a HUGE time saver and you can set reminders for yourself to ensure you stay on track. The reporting is also very easy to set up and share with your teams or clients. I have used other CRM'sin the past and this one is by FAR the easiest to set up and manage as a small business.
Pros
Getting started with Monday is easy and if you ever get stuck, you can rely on the Monday support staff to help you set up your dashboard to meet your company's needs best. I have used Monday for over 3 years and keep finding new gems to help me manage my small business. Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations is HUGE and a big time saver!
Cons
I had to think about this and honestly cannot think of anything this product is missing. At one point I was having a problem retrieving some client tasks I accidentally deleted but once I contacted customer support they helped me find where I needed to go to reinstate the files. When deleting you are asked if you are SURE you want to delete and another allows you to undo it while it is deleting. Luckily, there is another option to locate deleted records IF you miss both of these options. LOL! Support had to help me find it but it was there!
- Industry: Internet
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Must have for tracking Sales Pipeline and Maintenance Plans
Reviewed on 27/04/2022
When my business started experiencing exponential growth, I felt a bit panicked and vulnerable...
When my business started experiencing exponential growth, I felt a bit panicked and vulnerable because I was suddenly inundated with qualified leads that needed proposals turned around quickly. I had heard about Monday.com from some folks who operate businesses similar to mine, (I own and operate a web services firm. We provide website design, development, hosting architecture and maintenance.) When I started reviewing Monday.com the main thing that attracted me was the ease and speed of deployment. After watching a few videos and following the documentation, I was quickly able to create a Sales CRM Pipeline, a Client Requests Board for monitoring the progress of client requests, a Maintenance & Updates workflow board to monitor ongoing website maintenance, as well as project management workflow boards that can be dedicated to each individual website design and development project that is underway.
Pros
I really like how I can segregate leads within my sales pipeline by lead source. It is important to me to be able to know which lead and referral sources are helping grow my business and which are not. As well, we provide maintenance service and we are able to use a workflow board that helps us keep track of which clients have or have not received maintenance each week or month, depending on the SLA.
Cons
The only thing that I would change would be to have a dedicated integration with Gravity Forms so that I can easily map form fields from my website forms to my sales pipeline. The is a Zapier connection, but it doesn't allow for field mapping, only pushing in complete information for a submission.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent Project Management Tool!
Reviewed on 15/11/2016
We desperately needed an easy to use, easy to update project management tool in our App Development...
We desperately needed an easy to use, easy to update project management tool in our App Development company. The Sales Dept. would get calls from clients asking, "how's our app coming," and they had to e-mail the Tech Dept, wait for a response and then call the Customer back. Now, the Sales Dept. can see exactly what stage of Development the client's app or website is in and tell the customer right then and there. No wasted time e-mailing or returning phone calls.
Also, the Tech Dept. can see what the Sales Dept. has in the pipeline so they can predict what's coming in.
It has also helped us streamline processes for each Dept. The whole entire sales process can be mapped out with every step start to finish, with the final step being customer survey sent. You never forget to do any step any more! You can also customize your responses for each step along the way such as "Done" or "In Progress" or "Waiting For Client", etc.
The customer service with monday.com is excellent. That's a big deal to me. I don't want to hunt and peck around the internet trying to find chat groups or how to contact support. When you ask a question you get a response within a short period of time.
The software is pretty intuitive but there are support tools to learn tips and tricks.
Pros
Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open.
I like that you can discuss clients back and forth between team members.
Cons
Right now I can't think of anything. Perhaps there are glitches or design features that more advanced users might appreciate but for our needs it works exactly as we need it to.
- Industry: Retail
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Good product, but didn't have the time to fully use it. Very robust.
Reviewed on 20/04/2023
Pros
Great software overall, with an intuitive UI and a great level of customization. The automated emails seemed to be a very useful feature, but I didn't get to use them fully. Customer support is really good. Unfortunately, I had to change to HubSpot because my team was used to this one and was complaining about making them change it. Had to listen to them this time.
Cons
Nothing to dislike really. I want to give it a second chance, for another project that will come up in the next 2 months, with a new team.
Switched From
HubSpot CRM- Industry: Nonprofit Organization Management
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
My life is in Monday.com
Reviewed on 19/04/2022
I started using Monday.com about 5 years ago and never looked back. The more features they add the...
I started using Monday.com about 5 years ago and never looked back. The more features they add the better this platform becomes. Great support.
Pros
Everything from the customer support to the ability to build API makes Monday.com my go to platform for project management and CRM as well as communication management. My co-workers laugh at how often I reference the things I track in Monday.
Cons
Conditional logic in the Form view would be helpful rather than having to use a third party app
Alternatives Considered
Airtable- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Monday.Com simplifies our business and streamlines our communication.
Reviewed on 19/04/2022
Monday.com is my love language. It is soothing to my brain to create boards and processes in the...
Monday.com is my love language. It is soothing to my brain to create boards and processes in the system that I know are going to improve efficiency, communication, and customer experience.
Pros
Monday is how my brain operates. It allows me to create processes, improve the efficiency of workflows, improve communication, and simplify what needs to be simplified in order for our small team to make a big impact.
I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.
Cons
On large boards, we begin seeing glitches, like time tracking not immediately working properly. This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot going on. This is not enough to sway me away from monday. It's definitely outweighed by the Pros.
- Industry: Chemicals
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Monday.com Review
Reviewed on 20/04/2022
i love it, it is easy to use, easy to implement and run.
i love it, it is easy to use, easy to implement and run.
Pros
The ease of implementation and use thereof, you don't need to have an IT department running it.
Cons
Need to have more video tutorials explaining features etc.... although its easy to use one can quickly get confused with the amount of boards one sets up. would be great to have a consultant actually do a full demo of the system after understanding what we want to do, to ensure we using it in all its glory
Alternatives Considered
Salesforce Sales CloudReasons for Switching to monday CRM
the ease of implementation and use- Industry: Retail
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Keeping on sales team on track!
Reviewed on 20/04/2022
Monday.com allows us to create accurate sales forecasts, track leads and client communications as...
Monday.com allows us to create accurate sales forecasts, track leads and client communications as well as link appropriate documentation. Love how intuitive this platform is!!
Pros
This CRM is a great combination of project management and sales workspace. Highly intuitive and easy to read layouts and project timeline reminders make my days easier!!
Cons
Import mapping has given me some trouble. I wish there were visual notifications on the boards when customers respond to campaigns.
Alternatives Considered
FreshsalesReasons for Switching to monday CRM
Overall easy of use.- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Production Software
Reviewed on 27/04/2022
Amazing and productive!
Amazing and productive!
Pros
We have used Monday for all our Production Tracking for 2 years. We have continually improved it and without a doubt has helped us grow. This year we deployed the CRM and have made the switch from Salesforce to Monday. Its much more user friendly and quicker. The app is much better as well!
Cons
I have no strong dislikes. The CRM and app have been amazing.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Does the thinking for you!
Reviewed on 25/04/2022
We continue to love our choice to manage all of our workflows on Monday. We've reduced the times...
We continue to love our choice to manage all of our workflows on Monday. We've reduced the times that we've said "I sent you an email about that, let me find it" to practically zero. We have "delegated" tiny reminders and handoffs to the Monday.com automations, reducing human oversight. And we love the confetti when a status changes to "done."
Pros
The frameworks the Monday.com offers for CRM, and for pretty much every other business function, are really the visual representation of best practices. Our small team finds that we are able to capture core processes easily, and just as often we learn how to really map out our action plans using the wisdom already baked in to the templates!
Cons
There's very little that our team doesn't like. One thing that we're still learning how to use is differentiating how to sort by company or by contact.
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best thing ever. Revolutionized how we manage our projects.
Reviewed on 28/06/2018
Organizing our projects become easier, sharing that progress with clients is easier, billing for...
Organizing our projects become easier, sharing that progress with clients is easier, billing for projects is easier, chatting about the tasks and sharing files is easier...seriously...everything is easier with Monday.com.
Pros
Being able to customize anything we want. We assign colors to employees so we can see who is falling behind or carrying the majority of the workload. We can see if a certain client has a lot of urgent items and needs more attention. We can share our progress with clients so they can see in real-time what we are working on. We've created a way for Billing to know when it is time to bill for a project b y using the tags feature. The software is simply amazing. I cannot recommend it enough.
Cons
I would like a way to sync certain items so they could be on 2 boards at once. I reached out to support about it and they were friendly, helpful, and gave me a great suggestion. It's not exactly what I want, but it absolutely works better than nothing. Seriously, my only complaint is that one tiny feature request.