--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1298 reviews by the users' company size, role or industry to find out how monday CRM works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 1298 scale: '5' date_modified: '2026-07-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # monday CRM Reviews **Vendor:** monday.com **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,298 ## About monday CRM The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations ## monday CRM Pros & Cons **What users like:** - Users find monday CRM's **ease of use** exceptional, benefiting from its user-friendly design and helpful features. (190 reviews) - Users appreciate the **efficient integrations** of monday CRM, enhancing flexibility and ease of use with multiple tools. (107 reviews) - Users highly value the **incredible customizability** of monday CRM, enabling tailored solutions for unique business needs. (104 reviews) - Users love the **efficiency of automation** in monday CRM, streamlining workflows and minimizing manual tasks. (103 reviews) - Users enjoy the **intuitive design** of monday CRM, making it easy to navigate and implement customized solutions. (82 reviews) - Users appreciate the **user-friendly features** of monday CRM, enhancing lead management and overall workflow efficiency. (80 reviews) - Efficiency (79 reviews) - Easy Customization (75 reviews) - Time-saving (74 reviews) - Flexibility (73 reviews) **What users dislike:** - Users experience **missing features** in monday CRM, especially in automation and access to advanced tools without upgrading. (78 reviews) - Users find the **learning curve steep** for new teammates, complicating initial integration and usability. (76 reviews) - Users find the **limited features** of monday CRM challenging, especially regarding automation and communication options. (62 reviews) - Users find **limited customization** in monday CRM, feeling it lacks depth compared to traditional dedicated tools. (53 reviews) - Users find monday CRM **expensive** , especially for smaller teams, limiting its cost-effectiveness and accessibility. (45 reviews) - Users find the **integration issues** problematic, as they require manual setup and can lead to frustrating lags. (45 reviews) - Slow Loading (31 reviews) - Time-Consuming (26 reviews) - Feature Issues (25 reviews) - Not Intuitive (25 reviews) ## monday CRM Reviews ### 1. Powerful AI Features, But Hard to Find **Rating:** 3.5/5.0 stars **Reviewed by:** Mr S. | Head of operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** The ai features they have now in the system **What do you dislike about monday CRM?** It’s hard to understand how to find those features **What problems is monday CRM solving and how is that benefiting you?** It’s organized all the information in my company ### 2. Limited AI, Unreliable Results, and Hard-to-Manage Duplicates **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** Connectivity between boards and easy to edit **What do you dislike about monday CRM?** It’s ai capabilities are limited, it doesn’t work as expected, very hard to manage duplicates **What problems is monday CRM solving and how is that benefiting you?** Tracking deals and contacts ### 3. Excellent Integration and Easy Setup with Minor Grouping Challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Paul H. | Senior Consultant, Government Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about monday CRM?** I like the ability to integrate monday CRM into other software, which captures my appointments and meetings in addition to client notes. Also, the initial setup was pain-free. **What do you dislike about monday CRM?** I'm not able to see some of the groupings. Moving clients from one monday group to another can be difficult. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps with client processing and workflow management. It integrates well with other software, capturing my appointments, meetings, and client notes. ### 4. Making Work Management Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** I find that everything is easy with monday CRM. It makes managing tasks, budgeting, and timing much simpler. The initial setup was very easy, and I appreciate that aspect the most. **What do you dislike about monday CRM?** Like everything **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for management at work, and it makes everything easy. I value its features for handling budget, timing, and tasks, all of which streamline my processes effortlessly. ### 5. Monday CRM: An integral solution for our commercial process **Rating:** 4.5/5.0 stars **Reviewed by:** Amadeo G. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** These are the 3 main aspects that My team an I like best about Monday CRM: - A comprehensive and integral solution for opportunities management. - Tracking and interactive sequences with our customers. - User friendly and very easy to use. **What do you dislike about monday CRM?** Something that monday can improve: - Adding a new functionality to create quotes or invoices. (Using subitems and a product board). - Native integration with MS Teams. - Better forecasting dashboards. **What problems is monday CRM solving and how is that benefiting you?** - Lack of communication with our commercial team. We have a better comprehension what are the activities that our team is doing with the customers. - Lack of measure team performance. Now, we know how well are doing our executives and what are the main goals that we achieve monthly and annually. - Manual and on-paper process. Now, we have an amazing workflow that integrates lead management, opportunities management, finance, projects and post-sales. ### 6. The best item card there is and Mass Mail is excellent. **Rating:** 5.0/5.0 stars **Reviewed by:** Gilad S. | מנהל פרויקטים, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** The item card is the best there is, and the matter of mass mail. **What do you dislike about monday CRM?** The titles in the item card are not working and need to be done manually. **What problems is monday CRM solving and how is that benefiting you?** All the automations there are really good. ### 7. Quick Installation, Impeccable Performance **Rating:** 5.0/5.0 stars **Reviewed by:** L. D. **Reviewed Date:** October 22, 2025 **What do you like best about monday CRM?** I recommend without hesitation Mandate CRM, which I have been using for two years to manage my clients and obtain real reporting on my sales pipeline. I discovered Mandate CRM thanks to a friend and found the installation very simple, smooth, and quick. It effectively solves the problem of having accurate and scalable reporting on our sales pipeline. Moreover, I am impressed by Mandate CRM's ability to provide a very smooth and scalable sales pipeline as well as reliable reporting. It is such a perfect tool that there is nothing else I would want to improve. This efficiency and simplicity are major assets that make me want to recommend it. **What do you dislike about monday CRM?** The software integration process is perceived as long. **What problems is monday CRM solving and how is that benefiting you?** I use CRM to manage my clients and have real reporting on my sales pipeline, in a very simple and scalable way. ### 8. Effortless Campaign Tracking and Seamless Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Tina E. | Demand Generation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about monday CRM?** As a CRM Administrator, I found that Monday CRM made it much easier for us to organize our campaign tracking. We recently ran a campaign where leads came in from both ads and webinars, and monday CRM handled the automatic routing of those leads seamlessly. The dashboards are also user-friendly and make it simple to see which campaigns are converting. **What do you dislike about monday CRM?** Certain reporting features are restricted to the more expensive plans. **What problems is monday CRM solving and how is that benefiting you?** Before using Monday CRM, our campaign data was disorganized and scattered. Now, everything is accessible in a single location, which has made both sales and marketing processes much more streamlined and efficient. ### 9. Seamless Setup, Ideal for Lean Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren B. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about monday CRM?** I love how monday CRM was extremely easy to get started; importing contacts via Google Sheets took just five minutes. The integration with Slack and Typeform streamlined our operations, transforming our workflow within hours. I find the customization features incredibly useful, allowing us to tailor the platform to our specific needs, like hardware tracking using templates. Additionally, monday CRM's intuitive ease of use is perfect for our lean team, as we can learn while doing without needing extensive setup support. **What do you dislike about monday CRM?** I wish monday CRM had more customization options for email templates. I would love to make them look nicer and have the capability to create newsletters, which is something I've seen in other platforms but is not available in Monday. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to centralize our information, provide clarity, and streamline tracking and reporting for our startup, improving transparency and integration. It's easy to set up, use, and customize, saving us time and preventing reliance on scattered data. ### 10. Customizable and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Eva K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about monday CRM?** Definitely easy to use and customizable. **What do you dislike about monday CRM?** Nothing, just waiting for Outlook integration. **What problems is monday CRM solving and how is that benefiting you?** Keep tracking of new customers, potential customers and existing customers - their current needs. Managing shipments. ### 11. Effortless Deal Tracking and Automation for Account Executives **Rating:** 5.0/5.0 stars **Reviewed by:** Peter G. | Sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2026 **What do you like best about monday CRM?** As an Account Executive, Monday CRM enables me to keep track of my deals efficiently. For instance, when a lead responds after a demo, the automations automatically advance the deal and notify me right away. I also rely on it to monitor my follow-ups. The dashboards are particularly useful during pipeline reviews, especially when managers inquire about the status of various deals. **What do you dislike about monday CRM?** Properly setting up boards requires some forethought and planning. **What problems is monday CRM solving and how is that benefiting you?** Before using Monday CRM, I often lost track of deals because follow-ups had to be done manually. Now, with everything clearly tracked, I can keep deals progressing smoothly. ### 12. Customizable Dashboards That Keep Our Team Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany L. | Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** Monday CRM fulfills all of my team's needs for scheduling and tracking. The customizable dashboards are very helpful and allows us to stay organized and track various projects and metrics. **What do you dislike about monday CRM?** At times the system runs a bit slow and entering information can take more time than I feel that it should. I find that this happens in the middle of the day when there are several team members making updates in the system. **What problems is monday CRM solving and how is that benefiting you?** monday CRM has been extremely helpful in keeping me organized and up to speed on various projects and metrics. ### 13. Efficient Automation, Ease of Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about monday CRM?** I use monday CRM for customer and sales management, and I particularly appreciate the automation that allows me to save time, especially for easy responses. I like the access to administrative results, and I really appreciate the dashboard and reports. The initial setup was very easy and simple, and I actually recommend the product to everyone. **What do you dislike about monday CRM?** Team collaboration should have more options, especially to have more access and relationships with your partners. **What problems is monday CRM solving and how is that benefiting you?** monday CRM automates, saving me time, especially for easy responses. ### 14. Stunning UX and Endless Customisation Options **Rating:** 4.5/5.0 stars **Reviewed by:** Skye D. | Storyteller & Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2026 **What do you like best about monday CRM?** The UX. The Visuals. The endless customisation and optimisation options. **What do you dislike about monday CRM?** Expensive. Can be slow and buggy sometimes. **What problems is monday CRM solving and how is that benefiting you?** I've stopped using it and am now trialing alternatives. It was meant to tailor and visualise workflows for clients and myself. ### 15. A Solid CRM for Small-to-Mid-Sized Teams with Essential Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Arif V. | Insights and Analytics Manager, Market Research, Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about monday CRM?** It’s a good CRM for a small-to-mid-sized operation, with all the essential features and integrations. **What do you dislike about monday CRM?** It may not scale well for larger corporate organizations. **What problems is monday CRM solving and how is that benefiting you?** It helps with tracking leads, delivering transparency and trust across the team, and providing clear visibility. ### 16. Effortlessly Manage Multiple Projects Without Missing a Thing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** That I can manage and see multiple projects and not miss anything **What do you dislike about monday CRM?** I don’t think I dislike anything, I just sometimes feel not every one should add me to projects **What problems is monday CRM solving and how is that benefiting you?** It helps us manage time and make me finish before every deadline ### 17. Customizable Fields and Pipeline Stages That Fit Our Sales Process Perfectly **Rating:** 5.0/5.0 stars **Reviewed by:** Glen S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2026 **What do you like best about monday CRM?** The customizable contact fields and the pipeline stages helped us a lot in modeling the sales process precisely to match our business flow, so no coding is needed. **What do you dislike about monday CRM?** It is quite difficult for new teammates to learn at first, mainly when it comes to connecting boards for deals, contacts, and activities. **What problems is monday CRM solving and how is that benefiting you?** It solved the problem of several disconnected spreadsheets by moving us to a centralized CRM that enforces the process, and it has reduced the amount of manual work. ### 18. Sidekick AI Supports Me with Everything - Email Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about monday CRM?** Sidekick AI — I really like that the AI supports me with everything. **What do you dislike about monday CRM?** The menu is confusing and can sometimes be tough for first-time users. **What problems is monday CRM solving and how is that benefiting you?** Especially helpful to have all my contacts centralized. ### 19. Effortless Task Management and Campaign Organization with Monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Steve R. | IT Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about monday CRM?** We use Monday CRM to keep track of customer issues and follow-ups. Managing tickets, notes, and status updates is straightforward, which makes it easy for my team to see who is responsible for each task. This way, nothing slips through the cracks. Additionally, it is highly efficient when it comes to organizing campaigns. **What do you dislike about monday CRM?** Adjusting it to fit our workflow requires some initial setup. **What problems is monday CRM solving and how is that benefiting you?** We used to rely on emails and chat messages to track issues. That caused confusion and delays. Monday CRM puts everything in one place so the team works faster. Response times improved ### 20. Effortless to Use and Seamless Team Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Laura C. | Marketing Affiliate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2026 **What do you like best about monday CRM?** It's easy to use and implement with my team. **What do you dislike about monday CRM?** There isn’t really anything I dislike about Monday CRM, and overall, I find the tool to be very useful. **What problems is monday CRM solving and how is that benefiting you?** It's helpful for organizing and keeping track of where everyone on the team, as well as our leads, are in the process. ### 21. Love the customization abilities of Monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Avishai Sam B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about monday CRM?** I am not constrained to work in any specific way. My COO, CMO, and CRO all have their separate ways of working on things, and it makes our life easier when everyone has their custom workflows **What do you dislike about monday CRM?** It's not that I don't like about Monday CRM, it is just annoying that other companies keep building integrations for HubSpot and Salesforce but forget Monday CRM **What problems is monday CRM solving and how is that benefiting you?** We needed a CRM that can be fully customized and affordable. We couldn't work with something like Salesforce because it was too costly, and HubSpot has not innovated recently. ### 22. Great Potential **Rating:** 3.0/5.0 stars **Reviewed by:** Bree P. | Client Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about monday CRM?** Monday CRM has potential to be an incredible platform. The ability to create your own workflows and connect multiple boards is extremely helpful when managing accounts and sales cycles. Though it took a while, we are grateful to Everett McMahan on the Monday consulting team. He truly jumped right in, had great knowledge of the platform and understood our needs. **What do you dislike about monday CRM?** They struggle with good account management, technical support and some very simple tasks (like creating multiple columns or editing multiple at once). Monday.com doesn't integrate with many other platforms, as advertised. Many that is does integrate with, require additional fees. **What problems is monday CRM solving and how is that benefiting you?** We are tracking prospects, current relationships, sales cycles and marketing outreach. In the future, we hope to use Monday.com for track project management as well. ### 23. Visual Pipeline and Boards Make Deal Tracking Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Ganesh I. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** What I liked most is the visual pipeline, and the board system makes it really easy to track every deal stage without having to dig through spreadsheets. **What do you dislike about monday CRM?** Some of the reporting features feel basic compared to other CRMs, and configuring the dashboards took more trial and error than we expected. **What problems is monday CRM solving and how is that benefiting you?** It helped us centralize leads and opportunities in one place, giving our small sales team clear visibility into the pipeline’s health and the next steps. ### 24. Board Views and Customizable Pipelines Made Forecasting a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Anto A. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about monday CRM?** The board views and customizable pipelines made it really easy for the sales team to see, at a glance, where every opportunity stands, which helped improve our weekly forecasting discussions. **What do you dislike about monday CRM?** The reporting felt a bit shallow compared to dedicated analytics tools, and filtering by custom fields was limited. **What problems is monday CRM solving and how is that benefiting you?** It centralized all our contacts and deal data in one place and gave us clear visibility into the pipeline, cutting down on spreadsheets and long email threads. ### 25. Excellent API Unlocks Powerful Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Tyler M. | IT support officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** The API is excellent, enabling expanded IT capabilities and making it possible to integrate broader and more complex systems into Monday. This flexibility greatly enhances what can be achieved with the platform. **What do you dislike about monday CRM?** Monday.com is currently struggling with large item boards. It does not seem to manage boards very well when they contain more than 12 columns and over 9,000 items. **What problems is monday CRM solving and how is that benefiting you?** Monday.com allows our team to be focused on what matters, it cuts out labor intensive data management tasks ### 26. Excellent CRM Automation That Cuts Manual Work **Rating:** 5.0/5.0 stars **Reviewed by:** Terry T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2026 **What do you like best about monday CRM?** The automation capabilities of the CRM are excellent and have cut down a lot of manual work. New leads automatically generate tasks, and follow-ups are scheduled without any intervention. **What do you dislike about monday CRM?** The main drawback I’ve found is the email syncing: it sometimes lags, which can disrupt real-time tracking. **What problems is monday CRM solving and how is that benefiting you?** It solved the problem of repetitive tasks that used to take up a lot of our time, and it also centralizes lead management in one place. ### 27. Effortless Collaboration with Customizable Boards **Rating:** 5.0/5.0 stars **Reviewed by:** Tagakou L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about monday CRM?** We really appreciate how easy it was for our sales, support, and marketing teams to access shared customer data all in one place. The customizable boards and different views allowed each team to tailor their experience, so everyone could focus on what mattered to them without having to duplicate efforts. **What do you dislike about monday CRM?** I noticed some lag in performance when working with large data sets. **What problems is monday CRM solving and how is that benefiting you?** It helps create a unified source of truth for customer records, which reduces miscommunication between departments and improves the quality of handoffs. ### 28. Centralizing Everything for a Smoother, More Productive Year Ahead **Rating:** 5.0/5.0 stars **Reviewed by:** Jason B. | Co-Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about monday CRM?** I am just starting to use it and intergrating all information over into one place which means going forward for next year will be so much easier to pull everything together and make the most of what is available to help our business grow and stand out from the others. **What do you dislike about monday CRM?** Still in inputting so cant comment at this stage. **What problems is monday CRM solving and how is that benefiting you?** The chat box is always available and provides helpful guidance with screenshots, which I find very useful. ### 29. Intuitive Interface and Time-Saving AI Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Zubair S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2026 **What do you like best about monday CRM?** It has a truly intuitive interface that most team members can start using right away, even without any training. The AI-powered email templates also help save a significant amount of time. **What do you dislike about monday CRM?** I found that the reporting and forecasting features seemed rather basic when compared to those offered by other dedicated enterprise CRM tools. **What problems is monday CRM solving and how is that benefiting you?** This tool helped us bring much-needed structure to our sales process after years of managing everything in chaotic spreadsheets. However, as our database expanded, we eventually ran into limitations. ### 30. Empowers Field Teams with Seamless Coordination and Visual Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Duytran T. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2025 **What do you like best about monday CRM?** We sell construction materials to contractors, and our sales cycle tends to be lengthy, often requiring site visits. The Monday mobile app enables my field officers to upload site photos and coordinate more efficiently. The map view is especially helpful, as it allows us to visualize which zones in the city we are covering. **What do you dislike about monday CRM?** The offline mode in the mobile app can be quite unpredictable. Sometimes it works well, but other times it doesn't function as expected. **What problems is monday CRM solving and how is that benefiting you?** Managing field sales and site visits has become easier. ### 31. Easy-to-Use CRM Boards and Modules **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about monday CRM?** The CRM boards and modules are easy to use. **What do you dislike about monday CRM?** Nothing yet. Maybe the sequences, since they’re difficult to set up. **What problems is monday CRM solving and how is that benefiting you?** It is our customer, contract, pipeline tool for sales ### 32. No-Code Customization That Fits Our Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Xaviour S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2026 **What do you like best about monday CRM?** We can customize almost every workflow without any coding, and the templates provided a decent starting point for setting up our pipelines and customer records. **What do you dislike about monday CRM?** Getting the CRM to match how our team actually works took weeks. Between linking boards, building automations, and training the team, the whole setup process wasn’t as intuitive as it should have been. **What problems is monday CRM solving and how is that benefiting you?** It helps us by providing a flexible CRM framework that aligns with how different teams track customer interactions. ### 33. Beginner-Friendly CRM with Time-Saving Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Sefak T. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** Automation helps me create tasks and reminders when a deal stalls, and it also saves me from doing daily check-ins. Monday CRM is very beginner-friendly and easy to get started with. **What do you dislike about monday CRM?** The more complex automations took some trial and error to get right, but once I worked through that, they did what I needed. **What problems is monday CRM solving and how is that benefiting you?** This has reduced the amount of manual chasing needed to keep track of deal progress. ### 34. Smooth Real-Time Collaboration with Neatly Threaded Comments **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2026 **What do you like best about monday CRM?** Team collaboration on the records is really smooth: everyone can see updates in real time, and the comments stay neatly threaded, which makes it easy to follow the conversation. **What do you dislike about monday CRM?** Setting up the automations and linking the boards took a lot of trial and error, and there weren’t many step-by-step guides to help along the way. **What problems is monday CRM solving and how is that benefiting you?** It helps us replace disjointed spreadsheets and gives us a shared sales tool, so we don’t lose information during handoffs. ### 35. Customizable CRM with Powerful Automation and No Coding Required **Rating:** 5.0/5.0 stars **Reviewed by:** Sagar K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2026 **What do you like best about monday CRM?** The custom fields, boards, and automation features allow us to adapt the CRM to fit our unique sales stages, all without the need for any coding. **What do you dislike about monday CRM?** It would be great if there were tiered user types available, each with its own pricing. This feature would add flexibility and better accommodate different users' needs. **What problems is monday CRM solving and how is that benefiting you?** It gave us the flexibility to accurately model our industry-specific sales process, rather than forcing us to adapt to a one-size-fits-all CRM. ### 36. Highly Customizable and Incredibly Helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Bonnie M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** Customizable, once it was customized to how I needed it, it's been very helpful. **What do you dislike about monday CRM?** The default settings were a little overwhelming, but after customizing they worked much better. **What problems is monday CRM solving and how is that benefiting you?** Keeping my customers organized, particularly by order due date, and making it easier for me to keep up with communication with them on a weekly basis and know who I need to communicate with in a timely fashion to get more orders submitted. ### 37. Customizable Pipelines and Visual Progress That Keep Deals Moving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about monday CRM?** Customizable pipeline management, as well as how visual progress indicators are. I also use the email integration a lot. **What do you dislike about monday CRM?** The biggest downside I experienced was the initial setup and learning curve. **What problems is monday CRM solving and how is that benefiting you?** It has really helped with lead management the most. Being able to track the lifecycle of leads, schedule follow ups, reminders, and automated emails is a game changer. ### 38. Quick, Insightful Pipeline Reports in an Easy-to-Navigate Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Hareesh K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2026 **What do you like best about monday CRM?** The basic reports provide a quick snapshot of pipeline health and deal velocity without needing to export data. The interface is also easy to navigate and works well overall. **What do you dislike about monday CRM?** Advanced reporting is useful, but it needs more customization options to better fit my needs. **What problems is monday CRM solving and how is that benefiting you?** This tool provides quick, useful insights into routing and performance reviews, making it easier to understand key points at a glance. ### 39. User Friendly and Intelligent Programming **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley d. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about monday CRM?** It is the source of truth in our small company. With a team of only 3 people, we work with a minimum number of roughly 60 accounts simultaneously, and we have 100s of clients and contact information to keep track of; Monday.com is instrumental in helping our small team operate at a high level of efficiency. **What do you dislike about monday CRM?** I am not able to format my text in replies to comments (bulleted, bold, underlined, italic) **What problems is monday CRM solving and how is that benefiting you?** It solved every inefficiency we had as a tiny company. It’s helped us automate many processes and streamline communication and task management. ### 40. From Pipedrive to Monday's CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about monday CRM?** We love having the ability to change views and dial in on individuals as well as the reporting capabilities. We were able to customize/add what we needed with out interrupting the unique workflow of the template. (CRM for Enterprise 2024 ver). It was easy for us to add new processes and connecting the workflow to the WO part of Monday.com. **What do you dislike about monday CRM?** With using the 1st template out of the box, some of the workflows where a bit confusing. I'd love to see more automatic connectivity between boards within the CRM template we currently use. For instance, when a new contact is added to an Account, two other manual connections need to be made in order to see everything properly within the Opps udates. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM solves the problem of being able to report on new deals and adding them directly into our forecasting and other reporting in real time. With the filters we are also able to dial in very quickly on what ever we are looking for. ### 41. Intuitive UX That Lets You Build Anything **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about monday CRM?** Intuitive UX that allows you to build anything. You could really personalize what and how you wanted items tracked. **What do you dislike about monday CRM?** The automations we're enough for us at the time. Also, it didn't integrate with a lot when we were using - that may have changed. **What problems is monday CRM solving and how is that benefiting you?** At the time, it was acting as a CRM for investors and sales leads. It was also tracking revenue and customer communication ### 42. Great project management tool - Poor CRM with hidden limits and inability to export your database **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about monday CRM?** User friendly interface Allowed us to set up quickly **What do you dislike about monday CRM?** Slow APIs Release breaking changes to APIs and do not communicate to customers Inability to export your database from the platform Hidden record and rate limits of the CRM which are not easily noted in documentation. Loads of employees who hand off to each other - no clear ownership of enterprise account clients Insulting compensation for downtime If you are an engineer and planning on using Monday.com - avoid like the plague. **What problems is monday CRM solving and how is that benefiting you?** Management of Customer Data. Progressively, Monday.com has gotten worse since we initially used it for a different project 2 years ago. Clunky interfaces for removing of duplicates, a sincere lack of focus on important details. They were unaware of the limitations on their data exporting tool until it was raised. ### 43. Easy to Use with Seamless Integrations Across Our Tech Stack **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Ease of use and integrations with other apps in our tech stack. **What do you dislike about monday CRM?** Some elements load slowly. Dashboards specifically. **What problems is monday CRM solving and how is that benefiting you?** Helping us keep our patients/leads organized. ### 44. Game Changer CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Josue (Lolo) R. | Business Development Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about monday CRM?** Monday.com has truly transformed the way I manage projects, delegate tasks, and keep my team aligned. I love how visual and intuitive the platform is—it gives me a clear snapshot of what’s happening across multiple workflows, whether it’s sales, marketing, or event planning. The ability to customize each board to match our exact processes allows us to stay organized without being boxed into a rigid system. I especially appreciate the automations and status updates that reduce the need for constant follow-ups and reminders. One of my favorite features is how easy it makes collaboration. With Monday.com, my assistant and I can stay on the same page, track progress in real time, and assign action items that are never lost or forgotten. It helps streamline communication with internal team members and external vendors, making our business operations more efficient and productive. It’s more than a project management tool—it’s a central hub that brings clarity, accountability, and structure to everything we do. **What do you dislike about monday CRM?** I don’t like that you have to purchase user licenses in blocks of five. It’s frustrating when you only need one or two extra users but are forced to pay for five. For small or growing teams, this pricing model doesn’t feel fair or scalable. **What problems is monday CRM solving and how is that benefiting you?** Before using Monday CRM, it was easy for tasks and follow-ups to slip through the cracks—especially with so many moving parts in sales, marketing, and vendor coordination. Now, Monday helps me stay organized and in control of every client, project, and deadline. It brings transparency to my sales pipeline, helps me delegate tasks efficiently, and keeps my assistant and partners aligned on what needs to be done. The biggest benefit is peace of mind. I don’t have to rely on memory or scattered notes. Everything is in one place, easy to visualize, and accessible anytime. That saves time, increases productivity, and ensures that nothing gets overlooked—whether it’s a proposal, a campaign launch, or an important client meeting. ### 45. Effortless CRM Setup and Revenue Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Karan T. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2025 **What do you like best about monday CRM?** The easy setup allowed us to get our CRM up and running for managing contacts and deals within just a few hours. We are now able to track our outreach and connect it directly to revenue outcomes, which has improved our forecasting. **What do you dislike about monday CRM?** Certain CRM features seem a bit basic when compared to those found in specialized sales tools. **What problems is monday CRM solving and how is that benefiting you?** This makes it easier to track contacts and deals without requiring the administrative work typically needed in a CRM. ### 46. Centralized Hub with Intuitive Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew D. | Managing Partner **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** I absolutely love monday.com's platform and appreciate its seamless integration within our operational infrastructure. The onboarding process was incredibly smooth, eliminating disjointed efforts and saving us time. The CRM acts as a central hub, providing a single source of truth, which has been tremendously valuable. I find the customization and ease of use with the user interface to be a wonderful combination. The integration with Gmail is a huge help operations and engagement, streamlining effectiveness and reducing the need to switch between multiple tools. The ability to customize and tailor the tool to various operational needs without losing data integrity is a unique, major asset. **What do you dislike about monday CRM?** I don't like that the option to dial in a monday.com team member for brief consultations on best practices or module usage has been discontinued. This feature was instrumental in bolstering my brand loyalty to monday.com. **What problems is monday CRM solving and how is that benefiting you?** I find the product consolidates information into a single source of truth, streamlining operations, improving team coordination, and reducing the effort of handling disjointed tools. Customization affords quasi gamification of the would-be mundane; great asset we have not observed elsewhere [without sacrificing data integrity] ### 47. Flexible, Visual, and Powerful — A CRM That Grows With You **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** The best part about Monday CRM is how customizable and visual it is. You’re not locked into rigid templates—everything from deal stages to contact fields can be tailored to fit your exact workflow. Plus, the ability to automate repetitive tasks and integrate with tools like Outlook, Gmail, and Slack saves us hours each week. It’s powerful, flexible, and easy for the whole team to use. **What do you dislike about monday CRM?** The biggest drawback of Monday CRM is that some advanced features—like email syncing, automations, and dashboards—require higher-tier plans. It can also take a bit of time to fully set up and customize to your team’s workflow, especially if you're not already familiar with Monday.com’s structure. That said, once it’s dialed in, it’s incredibly effective. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps us centralize all our sales activity in one place. Before, we were juggling spreadsheets, emails, and scattered notes across different platforms. Now, we can track leads, manage follow-ups, and monitor our pipeline in real-time—all in a single, visual dashboard. The automation features reduce manual work, so we’re spending less time on admin and more time actually closing deals. It’s also improved team collaboration and accountability, since everyone knows exactly where each deal stands. ### 48. Works when it works **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Having a platform that houses all of our leads and has the ability to create automations with those leads has been helpful. This version of the CRM platform is easier to work with and easier to access everything needed for a lead in one spot, as opposed to having multiple boards that do not link. I like that there are "cards" that show the most pertinent information and is customizable. **What do you dislike about monday CRM?** The implementation of it was incredibly difficult and took A LOT of our employee's time, which is never what we want. I think some more guidance and support would have been great, such as being able to customize one aspect of the platform, and allowing the monday team to replicate that across would have been nice. The integration has been a bit bumpy and bulky as well. It went down and we couldn't access anything, so that is difficult when that is where all of your information is housed. I worry about it going down in the future and not being able to function. **What problems is monday CRM solving and how is that benefiting you?** It is now allowing us to locate necessary information faster than the previous platform and look into leads for future metrics. We can check status easily and, hopefully, take out some duplicate steps to create a better workflow. ### 49. Flexible, Intuitive, and Powerful but the Mobile App Needs Work **Rating:** 4.0/5.0 stars **Reviewed by:** Mohib A. | Key Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Monday CRM stands out for its flexibility and modularity. I love that I'm not locked into rigid, predefined fields or workflows. Everything is customizable, from pipelines to dashboards, which makes it easy to tailor the platform to how you actually work. The interface is clean and intuitive, and collaboration across teams feels seamless. **What do you dislike about monday CRM?** The mobile app leaves a lot to be desired. It's not as smooth or user-friendly as the desktop version, and some key features are either hard to access or just not as polished. It makes working on the go a little clunky compared to what you'd expect from such a strong platform. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps me keep everything organized in one place. From lead tracking to deal stages to follow-ups and task management. It’s solving the problem of scattered workflows and manual tracking by giving me a centralized, customizable system. The visual layout makes it easy to see what needs attention, and automation saves time on repetitive tasks. Overall, it's helping me stay on top of deals, reduce miscommunication, and move faster with more clarity. ### 50. Comprehensive CRM, Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor M. **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** I appreciate how monday CRM’s setup aligns with our thinking, making it intuitive for us. The support team is notably helpful, providing round-the-clock assistance. The integration with Google and the ability to see all client interactions at a glance are particularly beneficial features. The platform’s functionality, including scheduling and note-taking capabilities, is comprehensive, addressing our needs effectively. Overall, everything I’ve mentioned contributes to our satisfaction with the platform. **What do you dislike about monday CRM?** I found the setup process for monday CRM a bit challenging initially. It required adjusting to new terminologies and perspectives unique to monday CRM, which were different from what I was accustomed to. The learning curve, while not insurmountable, did take time to adapt to as it involved understanding a new system, and the nomenclature differed from other CRMs. This initial complexity made the transition slightly difficult. **What problems is monday CRM solving and how is that benefiting you?** I find monday CRM helps eliminate client oversight issues by keeping all interaction records front and center, enhancing communication and relationship maintenance. ## monday CRM Discussions - [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 - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment - [View monday CRM pricing details and edition comparison](https://www.g2.com/products/monday-crm/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+18%3A44%3A08+-0500&secure%5Bsession_id%5D=e7c1fdb2-74ad-456e-8dbf-359d5f2038f6&secure%5Btoken%5D=de1d01de032934b3b6fe12228175d7318acec840d9fec48a085f1d9019286a90&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Hootsuite](https://www.g2.com/products/hootsuite/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Juma](https://www.g2.com/products/juma/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [Neo](https://www.g2.com/products/neo-2023-07-18/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [Salesforce Backup & Recover](https://www.g2.com/products/salesforce-backup-recover/reviews) - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews) - [Similarweb](https://www.g2.com/products/similarweb/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews) - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## monday CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Administrative** - Integration - Employee Structure - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top monday CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,666 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,264 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,042 reviews)