HomeBlogComparison🗓️ Monday.com vs Proper: What’s Better for Managing Ongoing Client Work?

🗓️ Monday.com vs Proper: What’s Better for Managing Ongoing Client Work?

Monday.com is a powerful platform for project tracking and collaboration. It’s used by marketing teams, agencies, and startups to manage workflows and campaigns.

But if you’re a coach, consultant, therapist, or freelancer managing ongoing relationships, you may find Monday.com too complex for your needs.

Let’s compare Monday.com and Proper, and explore why many solo professionals are switching to a more focused, client-first tool.


🛠️ What is Monday.com?

Monday.com is a team-oriented project management tool. You can build boards, assign tasks, automate workflows, and visualize project timelines.

It’s incredibly flexible — but that also means you’ll spend time:

  • Building client boards from scratch
  • Customizing columns and filters
  • Trying to track session history inside a task list

For most client-facing professionals, Monday becomes more tool than solution.


✅ What is Proper?

Proper is a purpose-built tool for professionals who meet with clients regularly — whether in coaching, therapy, consulting, or freelancing.

Instead of trying to turn projects into people, Proper gives you:

  • A clean, dedicated dossier for each client
  • Session notes, AI summaries, and to-dos all in one place
  • The ability to upload files, track progress, and follow up
  • One-click PDF exports and sharable links

It’s everything you need to stay on top of a client relationship — and nothing you don’t.


🆚 Monday.com vs Proper: What’s the Real Difference?

FeatureMonday.comProper
Built for 1:1 client work❌ Team/project focus✅ 100% client-first
Easy client history tracking❌ Requires board customization✅ Timeline built into each dossier
AI summaries & insights❌ Not available✅ Native & automatic
Time to set up⏳ Medium–High🚀 Instant
Report/export options⚠️ Spreadsheet or PDF export✅ Dossier export in 1 click
Who it’s for👥 Teams & agencies👤 Solo professionals + micro-teams

🙋 Why Proper Makes More Sense for Client-Based Professionals

Monday is great for collaborating across tasks.
Proper is built to help you remember, organize, and follow up with your clients — simply and effectively.

If you’re wasting time building boards, dashboards, and workspaces just to keep up with clients, Proper gives you back control.

No setup. No clutter. Just clarity.


🚀 Try Proper — The Clean Alternative to Monday.com for Client Work

Start free. No templates. No learning curve.
Just one place for all your client notes, tasks, and files.

👉 https://propernotes.com

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