G2

Aaron V.

Creative Lead

Small-Business (50 or fewer emp.)

9/7/2026

"Clear Task Visibility and Seamless Collaboration in One Place"

4/5

What do you like best about monday CRM?

As a designer, Monday.com helps me organise my workflow by giving clear visibility into all the tasks that need to be completed for the day, the week, and beyond. Being able to share all files within each task removes the need for emails, since everything that’s needed is kept in one place. From there, we can go back and forth with the client manager or the client themselves until the task is complete. This “everything in one place” approach also makes it easy for other team members to pick up a task, and it creates a strong space for collaboration. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

I sometimes find the boards hard to locate or navigate, so I mainly stick to the “My Work” board and focus on tasks where I’m directly tagged. At times, tagging can be intermittent, which means items don’t show up in “My Work” until I tag myself again. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

Before Monday.com, we mainly communicated tasks through direct email. This made it difficult to track and manage workloads, and nearly impossible to collaborate in an organised way. Without consistent subject-line naming and similar conventions, going back to previously completed work was time-consuming and often relied on each individual’s own organisation.

Since moving to Monday.com, we’ve saved 100’s of hours over a single year. We can now organise and track client tasks, and easily review previously completed tasks while knowing exactly who worked on them. Having the files and messages all in one place makes a big difference.

Onboarding new staff members is also much simpler now, as the platform is easy to use. It helps us track their progress as they complete work as well. Review collected by and hosted on G2.com.