Easy to Work With Ryan Nelson was amazing to work with. He quickly handled our requests, communicated with us frequently, and offered helpful solutions to meet our needs. The only reason I didn't rate this at 5 stars was because we would have liked a more in depth understanding of our business' processes to align to, where as some of the solutions provided seemed like they were previously used client templates with slight adjustments. With that said, we are still very happy with the work they did and would use them again in the future.

Customer Service & Creativity Both Lydia and Victoria were great about looking for solutions and making changes that aligned with our overall goals for using Monday. They solved problems that I would not have been able to and that helped us in terms of having a tool our team could actually use to help provide quality service to our clients.

Best decision we made to get the most out of Monday! Victoria was quick to understand what we were trying to accomplish. We were wanting to use the software in a unique way in order to keep track of interactions not related to sales. The users are volunteers so the system needed to be set up for ease of use. Victoria saved us time and help gain adoption of the new system! She was great to work with and listened to what we needed and executed so well. What would take us hours now is done in seconds! We would highly recommend Workflow magic so you get the most out of Monday!

Definitely Recommend Would definitely recommend Workflow Magic to anyone looking for integration and onboarding assistance with Monday. We presented the team with a pretty old-school process that we previously used to help track due dates and submission dates for our deliverables on an annual, quarterly, semi-annual, and one-off basis by manually updating single line items in an Excel file. Workflow Magic was able to implement a structure that helped us track due dates and completion status of 2,000+ deliverables on an annual basis that recur at regular intervals and set up a system that ensures nothing falls through the cracks. This is helpful in saving us time, energy, and brain space for more meaningful strategic initiatives. I would guess that this process can save us several hours per month across several employees. Victoria was an excellent partner in learning our process and providing support in how to implement the software after Lydia was able to help build out the structure that would work best for our needs. The implementation took about 30-40 hours of collaboration and work time over the course of several weeks, which was helpful for us to go at our own pace since it took awhile for us to shift our process internally. Really appreciate working with Workflow Magic and would definitely recommend utilizing their expertise.

True Professionals! Project turn around was quick, efficient and met our needs. What a great team and was a factor of 100x and beyond compared to our initial Monday.com implementation failure with another vendor.