monday CRM Reviews & Product Details

I absolutely love the emails and activities feature of monday CRM, which automatically tags emails to clients and leads, making tracking incredibly efficient. This automation, combined with the AI features, helps me extract crucial information like follow-up dates and important details effortlessly. The Workflow Center is another standout feature, offering enhanced automation akin to having if-this-then-that statements that propel my work forward and prevent stagnation, ultimately saving both time and money. In my role as both a freelancer and Director of Sales, these features significantly boost my productivity by keeping communications streamlined and organized. Additionally, despite using it for both individual and team purposes, the initial setup was straightforward due to my extensive experience with monday products, making integration seamless. Review collected by and hosted on G2.com.

I find the quotes and invoices feature of monday CRM lacking. I wish it had the ability to automatically pull in products from the deal. For instance, if I have a column or subitem for each product associated with a deal, I want the quotes tool to recognize and utilize that data. Currently, I have to start from scratch when using this tool, which is inefficient. Review collected by and hosted on G2.com.

I love that monday CRM is highly customizable, which allows it to adapt to the specific needs of any company. This is especially valuable because it offers me the flexibility to adjust the information of each contact according to the focus and needs of my organization, which is dedicated to market research. The ability to add fields and separate by types of methodologies is essential for our workflow. Additionally, I find that the initial setup process is relatively user-friendly, which facilitates integration into our daily operation. Review collected by and hosted on G2.com.

One of the things I dislike about Monday CRM is the lack of proper restrictions or locks, which allows contacts to be deleted by any user. This can pose a security issue or inadequate information management. Additionally, I find that making adjustments from scratch, especially when customizing contact rules, can be complicated and not as intuitive as would be ideal. Review collected by and hosted on G2.com.

I like the templates that were created and provided at start up. The software is intuitive and easy to work with.

Being able to import the contacts from our ERP system into monday was very useful. Review collected by and hosted on G2.com.

The fact that every user is a paid seat. I wish there were tiers for the different levels of users. People who do the bulk of the work pay a higher tier, people who just change a status, etc would be a lower tier.

In the dashboard view, I don't like that we can't use formulas to display numbers. There are also other limitations like data populated by other boards don't always work well. Review collected by and hosted on G2.com.

I really like how intuitive and easy monday CRM is to use – it’s very visual and straightforward, so our whole team can jump in without much training. I love that we can all collaborate in real time, track every stage of our leads and clients, and see at a glance who’s responsible for what and what’s coming next. The custom boards, automations and updates keep everyone aligned, reduce back-and-forth messages, and make it much easier to stay on top of our pipeline. Review collected by and hosted on G2.com.

The only downside for me is that I feel the CRM has a lot more potential than we’re currently using, and we’re probably just scratching the surface with the basic features. I wish I had deeper knowledge of the more advanced tools, especially around integrations and more complex automations. I guess I would love to see more step-by-step guides to help unlock that extra functionality. Review collected by and hosted on G2.com.

What I appreciate most about Monday.com is how easy it is to keep everything in order. Implementing it into my existing routine and using some of my current programs was very helpful/ It helps me keep track of leads and follow-ups so nothing slips through the cracks, and all my customer information is in one place instead of scattered across different apps. With easy integrations and clear prioritization, I can focus on the most important tasks and manage relationships more professionally, saving time and reducing the stress of juggling everything manually. For a while, I was using it multiple times each day. Review collected by and hosted on G2.com.

The main downside for me is the cost. Monday.com does a lot, but the price can feel steep when you’re just trying to stay organized without blowing your whole budget on the tool that helps you stay organized. Review collected by and hosted on G2.com.

I like using monday CRM for listing down my tasks and leads as it makes it easy to manage leads and tasks with next steps. I also appreciate its feature to set up automated workflows that move leads or tasks from one stage to another, which helps by automatically progressing tasks and leads based on preset triggers. This reduces manual effort and time spent on follow-ups. It was also easy to set up initially. Review collected by and hosted on G2.com.

I think monday CRM could improve its deeper reporting capabilities and integrations. It can't handle complex workflows like a full-fledged CRM. I'd like a customizable dashboard with advanced filters and forecasting. Also, syncing tools with emails and marketing tools would be helpful, as well as visual mapping workflow. Review collected by and hosted on G2.com.

What I like best about monday CRM is how visual and customizable it is. Review collected by and hosted on G2.com.

One downside of monday CRM is that it can become expensive as your team grows and needs more advanced features. While it’s easy to use day to day, setting up custom workflows, automations, and reports can take some time. Additionally, some advanced CRM functions aren’t available out of the box and require extra configuration or integrations, which may be limiting for teams looking for a more traditional, ready-made CRM experience. Review collected by and hosted on G2.com.

Our consultants are able to create complex campaign workflows on their own, eliminating the need to frequently submit support tickets to my team. The integration features are outstanding; we managed to connect monday CRM to our marketing automation platform using the API. As a result, whenever a campaign status changes in monday, it automatically triggers the appropriate sequences in our external systems, removing the need for manual data entry. Review collected by and hosted on G2.com.

The error logs often lack enough detail to clearly explain why a particular trigger failed so we have to spend extra time testing different scenarios to identify the issue. Review collected by and hosted on G2.com.

We use monday CRM across different regions, and it helps keep our process consistent. Each region works from the same pipeline structure while still maintaining the flexibility needed for local differences. Automations make sure required steps are followed without needing constant manager involvement. The dashboards give leadership a clear global view, and collaboration between regions has improved significantly. Overall, reporting feels more reliable now. Review collected by and hosted on G2.com.

It took some time to configure the permissions correctly. The initial rollout also required careful planning to make sure everything was set up properly. Review collected by and hosted on G2.com.

Our sales process changes often, and monday CRM adapts to those shifts really well. We’re able to adjust our pipelines as needed without breaking existing workflows or creating extra confusion. The custom fields make it easy to track the deal data that actually matters to us, and the automations cut down on repetitive admin tasks. On top of that, the dashboards give leadership clear, reliable visibility into what’s happening. Review collected by and hosted on G2.com.

Early on, the sheer number of options can feel a bit overwhelming. Review collected by and hosted on G2.com.