At Kick Consulting, we’ve had the privilege of working with hundreds of business owners across various industries, helping them streamline their operations and boost efficiency through monday.com.
Throughout our journey, we’ve discovered the apps and features that truly make a difference, no matter the type of business you run. From automating workflows to keeping communication clear and ensuring nothing falls through the cracks, these tools are essential to success.
In this post, we’re sharing our team’s favourite monday.com apps and features—tried and tested—so you can discover how they can transform your business too.
Elena – Founder, Kick Consulting
Favorite App: 7pace Time Tracker
Whether you're running a creative agency, consulting firm, or managing events, 7pace Time Tracker doesn’t just track time—it helps you really analyse it. I love 7pace because it automatically syncs tracked time to each item and rolls it up to give you a project-wide view. This means you can quickly compare your Remaining vs Planned hours, and with a few added automations, you can get a clear financial picture of any job, task, or project.
Another standout feature is its timesheet view. All your time-tracking data comes together in one easy-to-read space, making it the ultimate source of truth. And when it comes to exporting data, 7pace delivers reports that are actually usable—none of that extra code clutter that so many other apps throw in.
Lachy – Implementation Manager
Favorite App: DocuGen
When it comes to monday.com apps, DocuGen is my absolute favourite. As a monday implementation specialist, it’s a total game-changer for saving time and making everything run smoother. Instead of wasting time copying and pasting information into documents, you can generate proposals, invoices—whatever you need—with a single click. You even get to preview the documents until they’re just right. The best part? You can use your own Word templates, so there’s no learning curve, and you’re not stuck using a format that doesn’t work for you.
DocuGen fits perfectly into your workflow, too. You can automate document creation based on approvals, or just click a button—it’s that simple. Plus, it sends everything out automatically, complete with customised email content, so your clients will always think you’ve got everything running like clockwork.
Digital signing of documents can be synced back with your account, so when a document is signed, you can be notified instantly or automate a status change that kick-starts the next step of your workflow. If documents aren't signed, you can automate reminder emails to nudge the process along.
Kaya – Sales Manager
Favorite Feature: Emails & Activities
If I had to pick one feature from monday.com I can’t live without, it’s definitely the Emails and Activities feature! This gem keeps all our client communication, follow-ups, and updates in one easy-to-manage space. No more digging through a sea of emails or bouncing between platforms—everything’s right here, ready to go.
It’s a total game-changer for making sure nothing falls through the cracks. Whether it’s scheduling reminders, tracking client emails, or logging team activities, this feature saves us time and keeps everyone on the same page. If a team member is on leave or unwell, it’s so easy to check their progress with clients and, most importantly, keep the ball rolling!
Joy – Implementation Manager
Favorite App: Superform
Superform is a game-changer for managing client or membership data in monday.com. Instead of chasing updates or manually entering details, Superform lets your clients update their own info through easy, personalised forms. Everything—like availability and contact details—syncs straight to your board once they hit submit. No manual input, no hassle.
It’s like having an extra set of hands keeping everything organised behind the scenes.
If you're handling orders, Superform has another perk: it can automatically create subitems for multiple line items, something native forms just can’t do!
Amy – Project Manager and Business Owner
Favorite Feature: Sub Item Templates
As a project manager and business owner, one of the features my team and I rely on daily is Sub Item Templates. It’s fantastic for managing those repeatable, low-level tasks that need to be done to complete a high-level task.
For example, when I onboard a new client, there are 12 steps to make sure everything is set up correctly. With just a click of a button, all those tasks are instantly applied to the board, ensuring nothing gets missed and my client has an exceptional onboarding experience—first impressions matter. I also use it for creating, recording, and uploading my monthly masterclasses, or when I am running a course or in-person event.
The beauty of Sub Item Templates is that because the tasks are always the same, within the template I’ve embedded a monday.com document link with step-by-step instructions for each task. So if I need to delegate, my team has everything they need to get the job done right—without me needing to train them 1:1.
Want to see how these apps and features could work for your business? Book a 1:1 call with Kick Consulting today and discover how we can help you get the most out of monday.com and streamline your operations.
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