Monday.com Limitations You Should Know Before Migrating (and Why They’re Not Dealbreakers)
Thinking about switching to Monday.com? Learn the platform’s known limitations—and how the right approach can turn them into advantages.
If you’ve researched Monday.com, you’ve probably read about its limitations: permissions quirks, automation constraints, CRM gaps.
But here’s the reality:
Every platform has trade-offs.
The secret isn’t avoiding limitations—it’s knowing how to work with them.
At Ava Desk, we help businesses turn these so-called limitations into strengths. Here’s how you can too.
1. Permissions Granularity
The Concern:
Monday.com doesn’t offer the same hyper-granular permissions as some enterprise tools.
The Advantage:
Simpler permissions reduce admin complexity and help teams stay transparent by default. Most small and mid-size businesses don’t need dozens of permission levels—just clear rules and accountability.
Pro Tip:
Use private boards for sensitive data and adopt clear naming conventions to avoid confusion.
2. Limited Native CRM Features
The Concern:
Monday.com CRM doesn’t have every feature that HubSpot or Salesforce offers.
The Advantage:
You don’t get locked into bloated CRM modules you’ll never use. Instead, you can build exactly what fits your process—and connect any specialized CRM features via Make.com or integrations.
Pro Tip:
Start with a simple sales pipeline template and layer in automations as your workflow matures.
3. Complex Automations Have Limits
The Concern:
Multi-step, conditional logic automations need Make.com or Zapier.
The Advantage:
This keeps your Monday.com environment clean and focused, while Make.com handles complex flows. You get the best of both worlds: a visual project hub plus unlimited automation flexibility.
Pro Tip:
Use Monday.com for task triggers and Make.com for anything with branching logic or data transformation.
4. Data Volume and Performance
The Concern:
Very large boards can slow down.
The Advantage:
This limitation actually encourages better system design—like segmenting work into clean, linked boards and using dashboards for holistic views. It prevents data chaos as you grow.
Pro Tip:
Set item limits per board (e.g., 1,000–2,000) and archive completed items regularly.
5. Reporting Limitations
The Concern:
Monday.com dashboards don’t replace full BI platforms.
The Advantage:
Simple reporting makes data more accessible for everyone—not just analysts. And if you do need advanced insights, you can easily export or connect to tools like Power BI.
Pro Tip:
Pair Monday dashboards for day-to-day visibility with monthly exported reports for deeper analysis.
6. Learning Curve for Non-Technical Teams
The Concern:
New users can feel overwhelmed by all the options.
The Advantage:
Once you invest in training, Monday.com empowers teams to own their workflows—without relying on IT. Flexibility becomes a competitive advantage as you grow.
Pro Tip:
Start with 1–2 templated boards and simple automations. Grow adoption before adding complexity.
Limitations don’t have to be dealbreakers.
With the right mindset and planning, Monday.com’s trade-offs become strengths—simplifying your operations, boosting transparency, and scaling alongside your business.
If you’d like help designing a system that feels as good as it performs, Ava Desk is here to help.