monday CRM Reviews & Product Details

The biggest strength of monday CRM is its flexibility and ease of customization. It allows us to build workflows that match how our marketing agency actually operates, rather than forcing us into a rigid sales structure. We can manage leads for both musicians and business clients, automate follow-ups, track deal stages, and keep everything centralized in one place. The visual layout, automations, and integrations help our team stay organized and reduce manual work as we scale. Review collected by and hosted on G2.com.

Some advanced CRM functionality requires additional configuration compared to more traditional CRM platforms. Reporting and dashboards can take time to fine-tune if you need very specific metrics, and certain automations or integrations are limited to higher-tier plans. There is also a learning curve during initial setup, especially when building more complex workflows, but this improves once the system is fully customized. Review collected by and hosted on G2.com.

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.

Monday CRM has made our company highly organized. We have been able to automate and streamline many of our workflows. Rather than us chasing information, Monday CRM reaches out to folks who we need information from and returns it to us. In addition, we have been able to harness so many of the details that drive our business and instead invest the time growing our business. We use Monday CRM everyday. Review collected by and hosted on G2.com.

I wish Monday CRM had better structure around their email templates. Updating templates is cumbersome because there is no "list" of templates that you can access to edit easily. 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.

monday CRM is an intuitive and flexible platform that makes it easy to manage sales processes without unnecessary complexity.

It provides clear visibility into deals, contacts, and activities, helping teams stay aligned and informed.

The ability to customize workflows and automate routine tasks significantly improves efficiency and day-to-day usability. Review collected by and hosted on G2.com.

I love monday CRM :) Honestly, there’s absolutely nothing for me to dislike about it. 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.

We no longer rely on long email threads to track deals. monday CRM centralizes our communication history in one place, so it’s easier to see what’s been discussed and what needs to happen next. Tasks are clearly assigned to the right owners, and automations trigger follow-ups automatically. Collaboration between teams has improved, and the pipeline stays up to date without constant manual chasing. Review collected by and hosted on G2.com.

Email syncing can lag at times, which can be a bit frustrating. A few integrations also need some tweaking to work as expected. On top of that, the notification settings require adjustment to better match my preferences. Review collected by and hosted on G2.com.

It is so easy to use, and stay on top of our projects. It makes our team able to collaborate together. We use Monday.Com every single day. Review collected by and hosted on G2.com.

Only thing is it is hard to contact an actual person if you need help. Review collected by and hosted on G2.com.