# Board vs monday CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that monday CRM excels in user experience, particularly with its customizable pipeline management and visual progress indicators. Users appreciate how everything is organized on a single page, making it easy to track leads and opportunities.
- **According to verified reviews** , Board stands out for its flexibility, allowing users to design processes without limitations. Reviewers highlight the software's modern interface and the ease of building modular components, which enhances backend setups.
- **Users say** that monday CRM offers a smoother implementation process, with many praising its intuitive onboarding features. This is particularly beneficial for small to mid-sized operations looking for essential CRM functionalities without a steep learning curve.
- **Reviewers mention** that while Board has a strong focus on data modeling and workflows, some users find it challenging to configure for specific needs. This can lead to a steeper learning curve compared to the more straightforward setup of monday CRM.
- **G2 reviewers highlight** that both products provide solid support, but Board receives slightly higher marks for quality of support. Users appreciate the responsiveness and helpfulness of the support team, which can be crucial during implementation.
- **According to recent feedback** , monday CRM's integration capabilities are a significant advantage, with users frequently mentioning the effectiveness of email integration. This feature enhances communication and tracking, making it a valuable tool for sales teams.



| | Board | monday CRM | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 318 | 1,167 | 
| **Largest Market Segment** | Mid-Market (38.8% of reviews) | Small-Business (78.7% of reviews) | 
| **Entry Level Price** | No pricing available | $12.00 Per Month | 

---
## Top Pros & Cons

### Board

Pros:
- Ease of Use (26 reviews)
- Flexibility (21 reviews)

Cons:
- Slow Performance (9 reviews)
- Learning Curve (8 reviews)

### monday CRM

Pros:
- Ease of Use (205 reviews)
- Integrations (117 reviews)

Cons:
- Learning Curve (82 reviews)
- Missing Features (82 reviews)

---
## Ratings Comparison
| Rating | Board | monday CRM | 
|---|---|---|
  | **Meets Requirements** | 8.8 (271 reviews) | 8.6 (827 reviews) | 
  | **Ease of Use** | 8.5 (270 reviews) | 8.9 (890 reviews) | 
  | **Ease of Setup** | 7.9 (126 reviews) | 8.5 (679 reviews) | 
  | **Ease of Admin** | 8.1 (120 reviews) | 8.9 (469 reviews) | 
  | **Quality of Support** | 8.6 (264 reviews) | 8.4 (734 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.8 (120 reviews) | 8.9 (462 reviews) | 
  | **Product Direction (% positive)** | 9.3 (267 reviews) | 9.3 (801 reviews) | 

---
## Pricing

### Board

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### monday CRM

#### Entry-Level Pricing

Plan: Basic

Price: $12.00 Per Month

Description: Organize all your team’s leads, contacts, & deals

Key Features:
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards

[Browse all 4 editions](https://www.g2.com/products/monday-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Board** | N/A | N/A |
| **monday CRM** | 7.9/10 | 726 |

#### Sales Force Automation

| Feature | Board | monday CRM | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.6 (562 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 7.8 (472 reviews) | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 8.6 (567 reviews) | 
| **Task / Activity Management** | Not enough data | 8.8 (591 reviews) | 
| **Territory & Quota Management** | Not enough data | 7.6 (443 reviews) | 
| **Desktop Integration** | Not enough data | 8.3 (498 reviews) | 
| **Product & Price List Management** | Not enough data | 7.7 (448 reviews) | 
| **Quote & Order Management** | Not enough data | 7.5 (451 reviews) | 
| **Customer Contract Management** | Not enough data | 7.9 (478 reviews) | 

#### Marketing Automation

| Feature | Board | monday CRM | 
|---|---|---|
| **Email Marketing** | Not enough data | 7.5 (464 reviews) | 
| **Campaign Management** | Not enough data | 7.7 (464 reviews) | 
| **Lead Management** | Not enough data | 8.6 (544 reviews) | 
| **Marketing ROI Analytics** | Not enough data | 7.5 (438 reviews) | 

#### Customer Support

| Feature | Board | monday CRM | 
|---|---|---|
| **Case Management** | Not enough data | 8.2 (472 reviews) | 
| **Customer Support Portal** | Not enough data | 7.8 (410 reviews) | 
| **Knowledge Base** | Not enough data | 8.2 (434 reviews) | 
| **Call Center Features** | Not enough data | 7.0 (393 reviews) | 
| **Support Analytics** | Not enough data | 7.8 (447 reviews) | 

#### Reporting & Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Reporting** | Not enough data | 8.2 (518 reviews) | 
| **Dashboards** | Not enough data | 8.7 (571 reviews) | 
| **Forecasting** | Not enough data | 8.0 (467 reviews) | 

#### Mobile & Social

| Feature | Board | monday CRM | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 7.9 (390 reviews) | 
| **Social Network Integration** | Not enough data | 7.3 (345 reviews) | 
| **Mobile User Support** | Not enough data | 7.7 (471 reviews) | 

#### Platform

| Feature | Board | monday CRM | 
|---|---|---|
| **Customization** | Not enough data | 8.7 (533 reviews) | 
| **Workflow Capability** | Not enough data | 8.7 (525 reviews) | 
| **User, Role, and Access Management** | Not enough data | 8.6 (518 reviews) | 
| **Internationalization** | Not enough data | 8.1 (439 reviews) | 
| **Sandbox / Test Environments** | Not enough data | 7.6 (388 reviews) | 
| **Document & Content Mgmt.** | Not enough data | 8.0 (474 reviews) | 
| **Performance and Reliability** | Not enough data | 8.5 (510 reviews) | 
| **Output Document Generation** | Not enough data | 7.8 (437 reviews) | 

#### Integration

| Feature | Board | monday CRM | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.2 (469 reviews) | 
| **Integration APIs** | Not enough data | 7.9 (419 reviews) | 
| **Breadth of Partner Applications** | Not enough data | 8.0 (414 reviews) | 

#### Generative AI

| Feature | Board | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.1 (315 reviews) | 

#### Agentic AI - CRM

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.3 (62 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (62 reviews) | 
| **Cross-system Integration** | Not enough data | 7.5 (59 reviews) | 
| **Adaptive Learning** | Not enough data | 7.3 (61 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.2 (61 reviews) | 
| **Proactive Assistance** | Not enough data | 7.3 (60 reviews) | 
| **Decision Making** | Not enough data | 7.1 (61 reviews) | 

### Analytics Platforms

| Product | Score | Reviews |
|---|---|---|
| **Board** | 8.3/10 | 298 |
| **monday CRM** | N/A | N/A |

#### Reports

| Feature | Board | monday CRM | 
|---|---|---|
| **Reports Interface** | 8.7 (208 reviews) ✓ Verified | Not enough data | 
| **Steps to Answer** | 8.4 (200 reviews) ✓ Verified | Not enough data | 
| **Graphs and Charts** | 8.5 (208 reviews) ✓ Verified | Not enough data | 
| **Score Cards** | 8.4 (196 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 8.7 (205 reviews) ✓ Verified | Not enough data | 

#### Data Preparation

| Feature | Board | monday CRM | 
|---|---|---|
| **Connectors** | 8.6 (58 reviews) ✓ Verified | Not enough data | 
| **Data Governance** | 8.3 (54 reviews) ✓ Verified | Not enough data | 

#### Data Modeling and Blending

| Feature | Board | monday CRM | 
|---|---|---|
| **Data Querying** | 8.3 (57 reviews) ✓ Verified | Not enough data | 
| **Data Filtering** | 8.3 (59 reviews) ✓ Verified | Not enough data | 
| **Data Blending** | 8.2 (55 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Board | monday CRM | 
|---|---|---|
| **AI Text Generation** | 6.4 (12 reviews) | Not enough data | 
| **AI Text Summarization** | 6.8 (11 reviews) | Not enough data | 

#### Agentic AI - Analytics Platforms

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Self Service 

| Feature | Board | monday CRM | 
|---|---|---|
| **Calculated Fields** | 8.5 (204 reviews) ✓ Verified | Not enough data | 
| **Data Column Filtering** | 8.5 (205 reviews) ✓ Verified | Not enough data | 
| **Data Discovery** | 8.6 (198 reviews) ✓ Verified | Not enough data | 
| **Search** | 8.4 (201 reviews) ✓ Verified | Not enough data | 
| **Collaboration / Workflow** | 8.5 (193 reviews) ✓ Verified | Not enough data | 
| **Automodeling** | 8.4 (181 reviews) ✓ Verified | Not enough data | 

#### Deployment & Integration - Analytics Platforms

| Feature | Board | monday CRM | 
|---|---|---|
| **No-code Dashboard Builder** | Not enough data | Not enough data | 
| **Report Scheduling and Automation** | Not enough data | Not enough data | 
| **Embedded Analytics and White-labeling** | Not enough data | Not enough data | 
| **Data Source Connectivity** | Not enough data | Not enough data | 

#### Advanced Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Predictive Analytics** | 8.5 (165 reviews) | Not enough data | 
| **Data Visualization** | 8.7 (194 reviews) ✓ Verified | Not enough data | 
| **Big Data Services** | 8.5 (170 reviews) ✓ Verified | Not enough data | 

#### Performance & Scalability - Analytics Platforms

| Feature | Board | monday CRM | 
|---|---|---|
| **Large data handling and Query Speed** | Not enough data | Not enough data | 
| **Concurrent User Support** | Not enough data | Not enough data | 

#### Advanced Analytics & Modeling - Analytics Platforms

| Feature | Board | monday CRM | 
|---|---|---|
| **Data Modeling and Governance** | Not enough data | Not enough data | 
| **Notebook and Script Integration** | Not enough data | Not enough data | 
| **Built-in Predictive and Statistical Models** | Not enough data | Not enough data | 

#### Agentic AI Capabilities - Analytics Platforms

| Feature | Board | monday CRM | 
|---|---|---|
| **Auto-generated Insights and Narratives** | Not enough data | Not enough data | 
| **Natural Language Queries** | Not enough data | Not enough data | 
| **Proactive KPI Monitoring and Alerts** | Not enough data | Not enough data | 
| **AI Agents for Analytical Follow-ups** | Not enough data | Not enough data | 

#### Personalized Intelligence - Analytics Platforms

| Feature | Board | monday CRM | 
|---|---|---|
| **Behavioral Learning for Contextual Query Refinement** | Not enough data | Not enough data | 
| **Role-based Insight Personalization** | Not enough data | Not enough data | 
| **Conversational and Prompt-based Analytics** | Not enough data | Not enough data | 

#### Building Reports

| Feature | Board | monday CRM | 
|---|---|---|
| **Data Transformation** | 8.2 (92 reviews) ✓ Verified | Not enough data | 
| **Data Modeling** | 8.6 (95 reviews) ✓ Verified | Not enough data | 
| **WYSIWYG Report Design** | 8.1 (75 reviews) ✓ Verified | Not enough data | 
| **Integration APIs** | 8.2 (68 reviews) ✓ Verified | Not enough data | 

### Retail Assortment Planning

| Product | Score | Reviews |
|---|---|---|
| **Board** | N/A | N/A |
| **monday CRM** | N/A | N/A |

#### Merchandise

| Feature | Board | monday CRM | 
|---|---|---|
| **Merchandise Mix** | Not enough data | Not enough data | 

#### Reporting and Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Consumer Behavior** | 8.6 (39 reviews) | Not enough data | 
| **Shopper Loyalty** | 8.2 (39 reviews) | Not enough data | 
| **Data Visualization** | 8.6 (39 reviews) | Not enough data | 
| **Export** | 9.1 (38 reviews) | Not enough data | 
| **Financial Planning** | 8.9 (39 reviews) | Not enough data | 

#### Assortment Planning and Optimization

| Feature | Board | monday CRM | 
|---|---|---|
| **Line Planning** | Not enough data | Not enough data | 
| **Location clustering** | Not enough data | Not enough data | 
| **Product clustering** | Not enough data | Not enough data | 
| **Visual assortment** | Not enough data | Not enough data | 

### Supply Chain Planning

| Product | Score | Reviews |
|---|---|---|
| **Board** | 9.0/10 | 10 |
| **monday CRM** | N/A | N/A |

#### Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Forecasting - Supply Chain Planning** | 8.7 (9 reviews) | Not enough data | 
| **Asset Tracking - Supply Chain Planning** | Feature Not Available | Not enough data | 
| **Data Collection - Supply Chain Planning** | 9.1 (9 reviews) | Not enough data | 
| **Business Reporting - Supply Chain Planning** | 8.7 (9 reviews) | Not enough data | 

#### Warehouse Management 

| Feature | Board | monday CRM | 
|---|---|---|
| **Sales and Operations Planning - Supply Chain Planning** | 8.9 (9 reviews) | Not enough data | 
| **Production Planning - Supply Chain Planning** | 9.4 (9 reviews) | Not enough data | 
| **Workforce Management - Supply Chain Planning** | 9.4 (8 reviews) | Not enough data | 
| **Process Automation - Supply Chain Planning** | 8.8 (8 reviews) | Not enough data | 

### Sales & Ops Planning

| Product | Score | Reviews |
|---|---|---|
| **Board** | 8.5/10 | 19 |
| **monday CRM** | N/A | N/A |

#### Collaborate

| Feature | Board | monday CRM | 
|---|---|---|
| **Optimization** | 8.7 (18 reviews) | Not enough data | 
| **Supply Chain Planning** | 8.6 (17 reviews) | Not enough data | 

#### Logistics

| Feature | Board | monday CRM | 
|---|---|---|
| **Warehouse Optimization** | 7.9 (16 reviews) | Not enough data | 
| **Inventory Targets** | 8.6 (16 reviews) | Not enough data | 
| **Procurement Planning** | 8.6 (17 reviews) | Not enough data | 

### Budgeting and Forecasting

| Product | Score | Reviews |
|---|---|---|
| **Board** | 8.1/10 | 50 |
| **monday CRM** | N/A | N/A |

#### Budget Creation

| Feature | Board | monday CRM | 
|---|---|---|
| **Data Import** | 8.5 (48 reviews) | Not enough data | 
| **Budget Hierarchies** | 8.3 (48 reviews) | Not enough data | 
| **Versioning** | 8.3 (47 reviews) | Not enough data | 
| **Formulas** | 8.0 (47 reviews) | Not enough data | 
| **What-If** | 8.0 (44 reviews) | Not enough data | 
| **Budget Periods** | 8.5 (49 reviews) | Not enough data | 

#### Budget Management

| Feature | Board | monday CRM | 
|---|---|---|
| **Consolidation** | 8.2 (48 reviews) | Not enough data | 
| **Adjustments** | 8.4 (47 reviews) | Not enough data | 
| **Workflows** | 8.4 (48 reviews) | Not enough data | 

#### Forecasting

| Feature | Board | monday CRM | 
|---|---|---|
| **Historical Data** | 8.3 (50 reviews) | Not enough data | 
| **Reforecast** | 8.4 (45 reviews) | Not enough data | 
| **Forecast Types** | 8.1 (43 reviews) | Not enough data | 
| **Rolling Forecasts** | 8.3 (46 reviews) | Not enough data | 
| **AI** | 5.5 (34 reviews) | Not enough data | 

#### Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Variance Analysis** | 8.0 (47 reviews) | Not enough data | 
| **Forecasts Comparison** | 8.0 (46 reviews) | Not enough data | 
| **Forward Looking** | 7.8 (44 reviews) | Not enough data | 

#### Agentic AI - Budgeting and Forecasting

| Feature | Board | monday CRM | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Demand Planning

| Product | Score | Reviews |
|---|---|---|
| **Board** | N/A | N/A |
| **monday CRM** | N/A | N/A |

#### Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Segmentation analysis** | Not enough data | Not enough data | 
| **Product lifecycle** | Not enough data | Not enough data | 
| **Simulation** | Not enough data | Not enough data | 
| **Historical Forecast** | Not enough data | Not enough data | 

#### Collaboration

| Feature | Board | monday CRM | 
|---|---|---|
| **Integrations** | Not enough data | Not enough data | 
| **Multiple users** | Not enough data | Not enough data | 
| **Forecast collaboration** | Not enough data | Not enough data | 
| **Inventory collaboration** | Not enough data | Not enough data | 

#### Planning

| Feature | Board | monday CRM | 
|---|---|---|
| **Planning dashboard** | Not enough data | Not enough data | 
| **Capacity Planning** | Not enough data | Not enough data | 
| **Assortment Planning** | Not enough data | Not enough data | 
| **Business functions** | Not enough data | Not enough data | 
| **Goal planning** | Not enough data | Not enough data | 
| **Comprehensive Planning** | Not enough data | Not enough data | 
| **Workflow** | Not enough data | Not enough data | 

### Financial Close

| Product | Score | Reviews |
|---|---|---|
| **Board** | 7.9/10 | 27 |
| **monday CRM** | N/A | N/A |

#### Reconciliation

| Feature | Board | monday CRM | 
|---|---|---|
| **Consolidation** | 8.2 (25 reviews) | Not enough data | 
| **Management** | 8.3 (25 reviews) | Not enough data | 
| **Accounting** | 7.5 (26 reviews) | Not enough data | 

#### Reporting

| Feature | Board | monday CRM | 
|---|---|---|
| **Report Types** | 8.0 (27 reviews) | Not enough data | 
| **Standard** | 7.4 (27 reviews) | Not enough data | 
| **Custom** | 8.5 (27 reviews) | Not enough data | 

#### Closing Process

| Feature | Board | monday CRM | 
|---|---|---|
| **Audit** | 7.2 (25 reviews) | Not enough data | 
| **Journal Entries** | 7.6 (24 reviews) | Not enough data | 
| **Distribution** | 8.2 (25 reviews) | Not enough data | 

#### AI - Financial Close

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Compliance** | Not enough data | Not enough data | 
| **Reconciliation** | Not enough data | Not enough data | 
| **Data Collection** | Not enough data | Not enough data | 
| **Analysis** | Not enough data | Not enough data | 

### FP&A (Financial Planning & Analysis)

| Product | Score | Reviews |
|---|---|---|
| **Board** | 8.6/10 | 182 |
| **monday CRM** | N/A | N/A |

#### Financial Planning

| Feature | Board | monday CRM | 
|---|---|---|
| **Extended Planning** | 8.7 (47 reviews) ✓ Verified | Not enough data | 
| **Reporting** | 8.6 (51 reviews) ✓ Verified | Not enough data | 
| **Integration** | 8.5 (50 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - FP&A (Financial Planning & Analysis) 

| Feature | Board | monday CRM | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Financial Insight

| Feature | Board | monday CRM | 
|---|---|---|
| **Budgeting** | 8.7 (131 reviews) ✓ Verified | Not enough data | 
| **Forecasting** | 8.6 (129 reviews) ✓ Verified | Not enough data | 
| **Planning** | 8.7 (132 reviews) ✓ Verified | Not enough data | 

#### Data

| Feature | Board | monday CRM | 
|---|---|---|
| **Data Visualization** | 8.5 (131 reviews) ✓ Verified | Not enough data | 
| **Data Analysis** | 8.4 (131 reviews) ✓ Verified | Not enough data | 
| **Custom Reporting** | 8.5 (133 reviews) ✓ Verified | Not enough data | 
| **Reporting Templates** | 8.4 (129 reviews) ✓ Verified | Not enough data | 

#### Status Communication

| Feature | Board | monday CRM | 
|---|---|---|
| **Collaboration** | 8.6 (110 reviews) ✓ Verified | Not enough data | 
| **Version Control** | 8.6 (125 reviews) ✓ Verified | Not enough data | 
| **Real-Time Data Updates** | 8.6 (109 reviews) ✓ Verified | Not enough data | 
| **Scorecards** | 8.5 (117 reviews) ✓ Verified | Not enough data | 

### Supply Chain Visibility

| Product | Score | Reviews |
|---|---|---|
| **Board** | N/A | N/A |
| **monday CRM** | N/A | N/A |

#### Visibility

| Feature | Board | monday CRM | 
|---|---|---|
| **Compliance** | Not enough data | Not enough data | 
| **Search** | Not enough data | Not enough data | 
| **Temperature Alerts** | Not enough data | Not enough data | 
| **Shipment Tracking** | Not enough data | Not enough data | 
| **Order-Level Visibility** | Not enough data | Not enough data | 
| **ETA** | Not enough data | Not enough data | 
| **Geofencing** | Not enough data | Not enough data | 

#### Delivery

| Feature | Board | monday CRM | 
|---|---|---|
| **Flows** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Inventory** | Not enough data | Not enough data | 
| **Modes** | Not enough data | Not enough data | 

#### Workflow Automation

| Feature | Board | monday CRM | 
|---|---|---|
| **Rating** | Not enough data | Not enough data | 
| **Dispatch and Tender** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Digital Document Reconciliation** | Not enough data | Not enough data | 

#### Network Management

| Feature | Board | monday CRM | 
|---|---|---|
| **Geographic Optionality** | Not enough data | Not enough data | 
| **Automated Onboarding** | Not enough data | Not enough data | 

#### Performance

| Feature | Board | monday CRM | 
|---|---|---|
| **Financial Analytics** | Not enough data | Not enough data | 
| **KPIs** | Not enough data | Not enough data | 
| **Benchmarking** | Not enough data | Not enough data | 

#### Platform

| Feature | Board | monday CRM | 
|---|---|---|
| **Data quality** | Not enough data | Not enough data | 
| **Languages** | Not enough data | Not enough data | 
| **Configurable Notifications** | Not enough data | Not enough data | 

### Retail Intelligence

| Product | Score | Reviews |
|---|---|---|
| **Board** | N/A | N/A |
| **monday CRM** | N/A | N/A |

#### Data Management

| Feature | Board | monday CRM | 
|---|---|---|
| **Data Types** | Not enough data | Not enough data | 
| **Consolidation** | Not enough data | Not enough data | 
| **Cleansing** | Not enough data | Not enough data | 
| **Validation** | Not enough data | Not enough data | 
| **Correction** | Not enough data | Not enough data | 

#### Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Forecasting** | Not enough data | Not enough data | 
| **KPIs** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Board | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

#### Agentic AI - Retail Intelligence

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Retail Analytics

| Product | Score | Reviews |
|---|---|---|
| **Board** | N/A | N/A |
| **monday CRM** | N/A | N/A |

#### Data Management

| Feature | Board | monday CRM | 
|---|---|---|
| **Consolidation
** | Not enough data | Not enough data | 
| **Data types
** | Not enough data | Not enough data | 
| **Correction** | Not enough data | Not enough data | 
| **Cleansing** | Not enough data | Not enough data | 
| **Validation
** | Not enough data | Not enough data | 

#### Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **KPIs** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Reports and Dashboards** | Not enough data | Not enough data | 
| **Predictive analytics** | Not enough data | Not enough data | 

#### Mobile

| Feature | Board | monday CRM | 
|---|---|---|
| **Mobile dashboard** | Not enough data | Not enough data | 
| **Mobile application** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Board | monday CRM | 
|---|---|---|
| **Cloud** | Not enough data | Not enough data | 
| **On-Premise** | Not enough data | Not enough data | 

#### Integration 

| Feature | Board | monday CRM | 
|---|---|---|
| **Marketplace** | Not enough data | Not enough data | 
| **Retail POS** | Not enough data | Not enough data | 
| **Other software** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Board | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

#### Agentic AI - Retail Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Sales Planning

| Product | Score | Reviews |
|---|---|---|
| **Board** | 8.8/10 | 12 |
| **monday CRM** | N/A | N/A |

#### Sales Performance Features - Sales Planning

| Feature | Board | monday CRM | 
|---|---|---|
| **Account Scoring** | 8.8 (11 reviews) | Not enough data | 
| **Revenue Planning** | 9.5 (11 reviews) | Not enough data | 
| **Account Segmentation** | 9.1 (11 reviews) | Not enough data | 
| **Sales Performance** | 8.9 (11 reviews) | Not enough data | 
| **Sales Forecasting** | 9.6 (12 reviews) | Not enough data | 
| **Integrations** | 8.8 (11 reviews) | Not enough data | 
| **Scenario Modeling** | 9.2 (12 reviews) | Not enough data | 

#### Territory Management - Sales Planning

| Feature | Board | monday CRM | 
|---|---|---|
| **Territory Management** | 8.5 (11 reviews) | Not enough data | 
| **Territory Planning** | 8.2 (11 reviews) | Not enough data | 

#### Quota & Capacity Management - Sales Planning

| Feature | Board | monday CRM | 
|---|---|---|
| **Quota Management** | 8.3 (10 reviews) | Not enough data | 
| **Capacity Management** | 8.6 (11 reviews) | Not enough data | 
| **Quota Planning** | 8.6 (11 reviews) | Not enough data | 

#### Agentic AI - Sales Planning

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Board** | 8.0/10 | 16 |
| **monday CRM** | 7.8/10 | 293 |

#### Agentic AI - Sales Performance Management

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (29 reviews) | 

#### Incentives

| Feature | Board | monday CRM | 
|---|---|---|
| **Badges** | 7.5 (12 reviews) | 7.3 (216 reviews) | 
| **Triggers** | 7.5 (12 reviews) | 7.7 (232 reviews) | 
| **Commission Calculator** | 7.4 (11 reviews) | 7.5 (210 reviews) | 
| **Leaderboards** | 7.6 (12 reviews) | 7.8 (222 reviews) | 

#### Personalization

| Feature | Board | monday CRM | 
|---|---|---|
| **Profiles** | 7.6 (13 reviews) | 8.2 (259 reviews) | 
| **Custom Reports** | 8.9 (11 reviews) | 8.2 (246 reviews) | 
| **Dashboards** | 8.2 (12 reviews) | 8.8 (275 reviews) | 
| **Goal Setting** | 8.8 (11 reviews) | 8.6 (247 reviews) | 

#### Administrative

| Feature | Board | monday CRM | 
|---|---|---|
| **Integration** | 8.6 (13 reviews) | 8.1 (254 reviews) | 
| **Employee Structure** | 8.2 (12 reviews) | 8.2 (247 reviews) | 
| **Behavior Monitoring** | 7.6 (11 reviews) | 7.8 (200 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Board** | N/A | N/A |
| **monday CRM** | 7.6/10 | 205 |

#### Agentic AI - Email Tracking

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.4 (24 reviews) | 
| **Multi-step Planning** | Not enough data | 7.6 (24 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (24 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (24 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.9 (24 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (24 reviews) | 
| **Decision Making** | Not enough data | 7.3 (24 reviews) | 

#### Analytics

| Feature | Board | monday CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.1 (167 reviews) | 
| **Link Activity** | Not enough data | 7.9 (143 reviews) | 
| **Attachment Activity** | Not enough data | Feature Not Available | 

#### Customizations

| Feature | Board | monday CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.1 (187 reviews) | 
| **Email Scheduling** | Not enough data | 8.2 (94 reviews) | 
| **Notifications** | Not enough data | 8.5 (191 reviews) | 
| **Email Categorization** | Not enough data | 7.9 (88 reviews) | 
| **Templates** | Not enough data | 8.2 (185 reviews) | 

#### Generative AI

| Feature | Board | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.4 (132 reviews) | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Board** | N/A | N/A |
| **monday CRM** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Board | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Predictive Analytics

| Product | Score | Reviews |
|---|---|---|
| **Board** | 8.7/10 | 185 |
| **monday CRM** | N/A | N/A |

#### Statistical Tool

| Feature | Board | monday CRM | 
|---|---|---|
| **Scripting** | 8.5 (111 reviews) | Not enough data | 
| **Data Mining** | 8.6 (112 reviews) | Not enough data | 
| **Algorithms** | 8.6 (112 reviews) | Not enough data | 

#### Data Analysis

| Feature | Board | monday CRM | 
|---|---|---|
| **Analysis** | 8.9 (116 reviews) | Not enough data | 
| **Data Interaction** | 8.8 (118 reviews) | Not enough data | 

#### Decision Making

| Feature | Board | monday CRM | 
|---|---|---|
| **Modeling** | 8.7 (116 reviews) | Not enough data | 
| **Data Visualizations** | 8.8 (119 reviews) | Not enough data | 
| **Report Generation** | 8.8 (120 reviews) | Not enough data | 
| **Data Unification** | 8.7 (115 reviews) | Not enough data | 

#### Generative AI

| Feature | Board | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)

**Unique to Board (13):** [Analytics Platforms](https://www.g2.com/categories/analytics-platforms), [Supply Chain Visibility Software](https://www.g2.com/categories/supply-chain-visibility), [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Financial Close Software](https://www.g2.com/categories/financial-close), [Predictive Analytics Software](https://www.g2.com/categories/predictive-analytics), [Demand Planning Software](https://www.g2.com/categories/demand-planning), [Sales & Ops Planning Software](https://www.g2.com/categories/sales-ops-planning), [Supply Chain Planning Software](https://www.g2.com/categories/supply-chain-planning), [Retail Analytics Software](https://www.g2.com/categories/retail-analytics), [Retail Assortment Planning Software](https://www.g2.com/categories/retail-assortment-planning), [Retail Intelligence Software](https://www.g2.com/categories/retail-intelligence), [Sales Planning Software](https://www.g2.com/categories/sales-planning)

**Unique to monday CRM (2):** [Email Tracking Software](https://www.g2.com/categories/email-tracking), [CRM Software](https://www.g2.com/categories/crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Board | monday CRM | 
|---|---|---|
| **Small-Business** | 26.4% | 78.7% | 
| **Mid-Market** | 38.8% | 18.4% | 
| **Enterprise** | 34.8% | 2.9% | 

### By Industry

#### Board

- **Information Technology and Services:** 9.0%
- **Computer Software:** 7.0%
- **Retail:** 5.0%
- **Chemicals:** 4.3%
- **Financial Services:** 4.3%
- **Consumer Goods:** 3.7%
- **Internet:** 3.3%
- **Computer & Network Security:** 2.7%
- **Food & Beverages:** 2.7%
- **Apparel & Fashion:** 2.3%
- **Other:** 55.5%

#### monday CRM

- **Marketing and Advertising:** 12.5%
- **Information Technology and Services:** 7.8%
- **Construction:** 4.5%
- **Computer Software:** 4.5%
- **Real Estate:** 3.6%
- **Financial Services:** 3.4%
- **Non-Profit Organization Management:** 2.9%
- **Management Consulting:** 2.7%
- **Consulting:** 2.6%
- **Hospital & Health Care:** 2.4%
- **Other:** 53.0%

---
## Alternatives

### Alternatives to Board

- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews)
- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews)
- [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (218 reviews)
- [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (500 reviews)
- [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (307 reviews)
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) — 4.4/5 stars (257 reviews)
- [Jedox](https://www.g2.com/products/jedox/reviews) — 4.3/5 stars (188 reviews)
- [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) — 4.2/5 stars (911 reviews)
- [IBM Cognos Analytics](https://www.g2.com/products/ibm-cognos-analytics/reviews) — 4.1/5 stars (492 reviews)
- [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (106 reviews)

### Alternatives to monday CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25824 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13841 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3065 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (829 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2045 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1156 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (663 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14700 reviews)

---
## Top Discussions

### Board

No discussions available for this product.

### monday CRM

- Title: [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) — 2 comments, 1 upvote
  > **Top comment:** "Yes.  Easy to do."
- Title: [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) — 1 comment
  > **Top comment:** "Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/board-vs-monday-crm)