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FreeAgent CRM #1 User-Rated Alternative to Salesforce Find out more Try FreeAgent CRM	Monday.com Highly effective teams choose monday.com to manage their work. Find out more Try Monday.com
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FreeAgent CRM

#1 User-Rated Alternative to Salesforce

Get everything in one place FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more — so every employee has workdays full of impact.
Optimize anything Whether it’s a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way.
Work your way Finally, customization without complexity. Code-free configuration of powerful custom apps. Completely customizable workspaces. Seamless integration with all your favorite apps.

Monday.com

Highly effective teams choose monday.com to manage their work.

Monday.com is a powerful project management tool that helps teams of all sizes stay organised and on track. It offers a wide range of features, including task management, resource management, and collaboration tools.

It also provides a visual dashboard to help teams stay on top of their projects. Monday.com is easy to use and can be customized to fit the needs of any team.

Benefits of Monday.com

• Easy to use and customize
• Visual dashboard to stay on top of projects
• Task management tools
• Resource management tools
• Collaboration tools
• Integrations with other tools
• Real-time updates
• Secure data storage
• Mobile app for on-the-go access
• Detailed reporting and analytics

It's great for these types of business models

• Startups
• Small businesses
• Non-profits
• Educational institutions
• Freelancers
• Consultants
• Agencies
• Remote teams

Accountants and Financial Teams

Monday.com is a powerful project management tool that can be used by accountants and financial teams to streamline their workflow and increase productivity.

With Monday.com, teams can easily create and manage projects, assign tasks, track progress, and collaborate with team members.

Additionally, Monday.com offers a variety of features specifically designed for financial teams, such as budget tracking, invoicing, and expense tracking.

By using Monday.com, accountants and financial teams can easily manage their projects and tasks, stay organized, and ensure that their projects are completed on time and within budget.

Project Managers

Monday.com is a powerful project management tool that can help project managers stay organized and on top of their projects.

It offers a range of features that can help project managers plan, track, and manage their projects more efficiently. Here are some of the ways project managers can use Monday.com:

Task Management

Monday.com provides a range of task management features that can help project managers keep track of tasks, assign tasks to team members, and monitor progress. It also allows project managers to set deadlines, prioritize tasks, and track progress with visual boards.

Collaboration

Monday.com also offers a range of collaboration features that can help project managers communicate with their team members and keep everyone on the same page. It allows project managers to create discussion threads, share files, and assign tasks to team members.

Reporting

Monday.com also provides a range of reporting features that can help project managers track progress and identify areas of improvement. It allows project managers to generate reports on project progress, task completion, and team performance.

Marketing Teams

Monday.com is a powerful project management tool that can help marketing teams stay organized and on track.

With Monday.com, marketing teams can create custom workflows, assign tasks, track progress, and collaborate with team members. Here are some of the ways marketing teams can use Monday.com:

Create Custom Workflows

Monday.com allows marketing teams to create custom workflows that are tailored to their specific needs. This makes it easy to keep track of tasks, assign responsibilities, and monitor progress. Teams can also use the visual boards to quickly identify any bottlenecks or areas of improvement.

Assign Tasks

Monday.com makes it easy to assign tasks to team members. Teams can assign tasks to individuals or groups, set deadlines, and track progress. This helps ensure that tasks are completed on time and that everyone is on the same page.

Collaborate with Team Members

Monday.com also makes it easy for marketing teams to collaborate with each other. Teams can use the chat feature to communicate in real-time, share files, and get feedback from other team members. This helps ensure that everyone is on the same page and that tasks are completed efficiently.

Track Progress

Monday.com also makes it easy to track progress. Teams can use the visual boards to quickly identify any bottlenecks or areas of improvement. They can also use the analytics feature to get an overview of how their projects are progressing.

Monday.com is a powerful tool that can help marketing teams stay organized and on track. With its custom workflows, task assignment, collaboration features, and progress tracking, Monday.com can help teams get the most out of their projects.

Recruiters

Monday.com is a powerful project management tool that can be used by recruiters to streamline their recruitment process.

With Monday.com, recruiters can create custom boards to track job postings, manage candidate applications, and organize interviews.

Additionally, recruiters can use Monday.com to collaborate with other team members, set reminders, and track progress.

Create Custom Boards

Monday.com allows recruiters to create custom boards to track job postings, manage candidate applications, and organize interviews. Recruiters can create columns to track the status of each job posting, assign tasks to team members, and set deadlines. Additionally, recruiters can use the board to store important documents, such as resumes and cover letters.

Collaborate with Team Members

Monday.com makes it easy for recruiters to collaborate with other team members. Recruiters can assign tasks to team members, set reminders, and track progress. Additionally, recruiters can use the chat feature to communicate with team members in real-time.

Analyze Data

Monday.com also allows recruiters to analyze data to gain insights into their recruitment process. Recruiters can use the data to identify trends, measure performance, and make informed decisions. Additionally, recruiters can use the data to optimize their recruitment process and improve their hiring outcomes.

Construction Companies

Monday.com is a powerful project management tool that can be used by construction companies to streamline their operations.

With Monday.com, construction companies can easily manage projects, assign tasks, track progress, and collaborate with team members. Here are some of the ways construction companies can use Monday.com:

Project Management

Monday.com provides a comprehensive project management system that allows construction companies to easily manage projects from start to finish. With Monday.com, construction companies can create tasks, assign them to team members, track progress, and set deadlines. This makes it easy to stay on top of projects and ensure that they are completed on time.

Collaboration

Monday.com also makes it easy for construction companies to collaborate with team members. With Monday.com, team members can easily communicate with each other, share files, and provide feedback. This makes it easy for construction companies to stay on the same page and ensure that everyone is working towards the same goal.

Reporting

Monday.com also provides powerful reporting tools that allow construction companies to track progress and identify areas for improvement. With Monday.com, construction companies can easily generate reports that provide insights into project performance, team productivity, and more. This makes it easy to identify areas for improvement and ensure that projects are completed on time and on budget.

Sales Teams

Monday.com is a powerful tool that can help sales teams stay organized and on top of their tasks.

It can be used to track leads, manage customer relationships, and monitor sales performance.

Here are some examples of how sales teams can use Monday.com:

Tracking Leads

Sales teams can use Monday.com to track leads and keep track of their progress. They can create boards to organize leads by stage, assign tasks to team members, and set deadlines. This helps sales teams stay on top of their leads and ensure that they are following up in a timely manner.

Managing Customer Relationships

Monday.com can also be used to manage customer relationships. Sales teams can create boards to track customer interactions, assign tasks to team members, and set deadlines. This helps sales teams stay on top of their customer relationships and ensure that they are providing the best possible service.

Monitoring Sales Performance

Finally, sales teams can use Monday.com to monitor their sales performance. They can create boards to track sales metrics, assign tasks to team members, and set deadlines. This helps sales teams stay on top of their performance and ensure that they are meeting their goals.

Office Managers and Building Facilities

Monday.com is a powerful project management tool that can be used by office managers and building facilities teams to streamline their workflow and increase productivity.

With Monday.com, teams can easily create and assign tasks, track progress, and collaborate with each other in real-time.

Here are some examples of how office managers and building facilities teams can use Monday.com:

Examples

• Office Manager: Create a board to track the progress of office renovations. Assign tasks to the building facilities team and set deadlines for each task.
• Building Facilities Team: Use the board to track progress and collaborate with each other. Update the board with progress reports and communicate any issues that arise.
• Office Manager: Use the board to monitor progress and ensure that tasks are completed on time. Send reminders to the building facilities team if tasks are not completed on time.

Team Managers and Leaders

Monday.com is a powerful tool for team managers and leaders to help them stay organized and on top of their team's progress.

It can be used to assign tasks, track progress, and communicate with team members.

Here are some examples of how team managers and leaders can use Monday.com:

Assign Tasks

Team managers and leaders can use Monday.com to assign tasks to team members. They can create tasks, assign them to specific team members, and set due dates. This helps ensure that tasks are completed on time and that everyone is aware of their responsibilities.

Track Progress

Monday.com also allows team managers and leaders to track the progress of their team's tasks. They can view the status of each task, see who is responsible for it, and get an overview of the team's progress. This helps them stay on top of their team's progress and make sure that tasks are completed on time.

Communicate with Team Members

Monday.com also provides a platform for team managers and leaders to communicate with their team members. They can send messages, share files, and provide feedback on tasks. This helps ensure that everyone is on the same page and that tasks are completed efficiently.

Examples

Here are some examples of how team managers and leaders can use Monday.com in a role-play setting:

• A team manager assigns tasks to team members and sets due dates.
• A team leader tracks the progress of tasks and provides feedback to team members.
• A team manager sends messages to team members to keep them updated on progress.
• A team leader shares files with team members to help them complete tasks.

IT Helpdesk and Support Teams

Monday.com is a powerful project management tool that can be used by IT helpdesk and support teams to streamline their workflow and improve customer service.

With Monday.com, teams can create custom boards to track customer requests, assign tasks to team members, and monitor progress.

Additionally, Monday.com provides powerful automation tools that can be used to automate repetitive tasks and reduce manual labor.

Here are some examples of how IT helpdesk and support teams can use Monday.com:

Examples

• Creating a board to track customer requests: IT helpdesk and support teams can create a board in Monday.com to track customer requests. The board can include columns for customer information, request type, priority, and status. This board can be used to assign tasks to team members and monitor progress.
• Automating repetitive tasks: Monday.com provides powerful automation tools that can be used to automate repetitive tasks. For example, teams can set up automated workflows to send notifications when a customer request is received or when a task is completed.
• Monitoring customer satisfaction: Monday.com provides powerful analytics tools that can be used to monitor customer satisfaction. Teams can track customer feedback and use the data to identify areas for improvement.

Creative Agencies

Monday.com is a powerful project management tool that can help graphic designers and creative agencies stay organized and on track.

It provides a centralized platform for teams to collaborate, communicate, and manage projects.

With Monday.com, teams can easily assign tasks, track progress, and manage deadlines.

Here are some examples of how graphic designers and creative agencies can use Monday.com:

Task Management

Monday.com allows teams to assign tasks to specific team members and track progress. This helps ensure that tasks are completed on time and that everyone is aware of their responsibilities. Teams can also set deadlines and receive notifications when tasks are due. This helps keep everyone on track and ensures that projects are completed on time.

Collaboration

Monday.com provides a centralized platform for teams to collaborate. Teams can easily share files, comment on tasks, and communicate with each other. This helps ensure that everyone is on the same page and that projects are completed efficiently.

Reporting

Monday.com provides powerful reporting tools that allow teams to track progress and analyze data. Teams can easily generate reports to track progress, identify areas of improvement, and measure success. This helps teams stay organized and on track.

Help & Support

Is Monday.com a PPM Tool?

Monday.com can deliver all the benefits of a PPM platform and more. So if you're ready to supercharge your portfolio management capability, try monday.com for free!

Is Monday.com a Project Management Tool?

Anyone can use monday.com to manage any type of project, but it can also be used as a CRM, to manage ad campaigns, to track bugs, to manage customer projects, and to manage video production.

Can you use Monday as a CRM?

Anyone can use monday.com to manage any type of project, but it can also be used as a CRM, to manage ad campaigns, to track bugs, to manage customer projects, and to manage video production.

Is Monday like Jira?

Anyone can use monday.com to manage any type of project, but it can also be used as a CRM, to manage ad campaigns, to track bugs, to manage customer projects, and to manage video production.

What is monday.com?

monday.com is a versatile Work OS that powers teams to organize, structure, and streamline all programs, projects, and processes with confidence. Through monday.com, you can use building blocks – such as boards, views, charts, automations, and integrations – to create custom workflow apps to run processes, projects and everyday work. 

Why should I use monday.com?

monday.com is the most versatile project management software you’ll find on the market. You can use the platform to manage all of your projects, and also use it as a CRM, to manage your ad campaigns, track bugs, and manage video production. We’ve found teams use it for just about anything: from teachers planning their lessons to engineers building airplanes.

Can I change my monday.com plan?

You can make changes to your plan at any time by changing your plan type and adding/removing users (note that post the refund period, we offer no refunds for downgrades). To change your plan, simply go into the admin section, and click on the billing option. From there, click on “change plan,” pick your desired plan, and enjoy!

What does monday.com integrate with?

monday.com allows you to seamlessly integrate all of your favorite tools. You can aggregate data from multiple apps into monday.com, and centralize all your team’s work in one place. Some notable integrations include Slack, Google Suite,  Mailchimp, Zoom, Salesforce, Microsoft Teams, Excel and many more. 

Read more about integrations

Does monday.com support subtasks?

monday.com supports subtasks by breaking down items created within monday.com boards into smaller items. Users can create multiple sub-items, organized by different verticals, all while housed under a single item. You will be able to assign sub-item owners, deadlines, due dates, and more, so everyone knows exactly how they can contribute to their team’s goals. 

Read more about subtasks

Is monday.com HIPAA compliant?

Yes, monday.com complies with the Health Insurance Portability and Accountability Act (HIPAA).

Read more...

How long is monday.com trial?

monday.com’s trial is for a period of 14 days. Once your trial expires, you may purchase a monday.com subscription. View all the different plans here.

Can I import an excel document into monday.com?

You can transform all of the data from your Excel spreadsheet into a monday.com board! When importing your Excel data into your monday.com board, first click your profile picture and select “import data.” You can then choose to either drag and drop any of your Excel files into the pop-up in the center of the screen, or you can click to browse your documents and select your spreadsheet of choice. 

Read more about Excel exporting and importing

Does monday.com offer templates?

You can utilize your own boards as templates from your monday.com account. There are a number of templates that you can choose from as well as customize your own! 

Read more about monday.com’s templates

Does monday.com have a Gantt chart?

monday.com offers its own version of a Gantt chart, referred to as the “timeline view.” Using the timeline view, you can manage your team’s workload in a visual and intuitive way.

Read more about the timeline view

Is monday.com free for students?

monday.com has a free student program which offers great opportunities for many students and student organizations worldwide. University/college students, student organizations, fraternities, and sororities can all join the student program here.

What are monday.com dashboards?

Dashboards are here to facilitate your workflow, and make sure you stay up-to-date on what’s happening in multiple boards. Create summaries, reports, and get a high-level view of everything that is important to you! Select and organize groups from multiple boards in one dashboard. Centralize your data in one workspace, and use our widgets to have all the tools and information you need in one view. 

Read more about the dashboards

Can I integrate my email with monday.com?

You can integrate your email with monday.com! Transform any email from your Google or Outlook account into action items, to keep everyone aligned! 

Which monday.com plan is right for me?

Each organization is unique and requires specific features to support its workflows and projects. For this reason, Monday offers a 14-day free pro trial. Here, you can check out different features, and make an informed decision (with no credit card required!) 

Does monday.com have automations?

Yes, monday.com supports automations. Automations are combinations of triggers and actions, in which you customize to suit your exact needs. Let’s walk through an easy example: when {status} is {something}, {notify} {someone} {every time period}.

Read more about monday.com automation

What is Monday.com and how does it work?

Monday.com is probably the most versatile tool you'll find.

Anyone can use monday.com to manage any type of project, but it can also be used as a CRM, to manage ad campaigns, to track bugs, to manage customer projects, and to manage video production.

What is Monday.com used for?

Anyone can use monday.com to manage any type of project, but it can also be used as a CRM, to manage ad campaigns, to track bugs, to manage customer projects, and to manage video production.