--- title: monday CRM Reviews meta\_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1596 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: 4.5 review\_count: 1596 scale: '5' date\_modified: '2026-08-27' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools ---

# monday CRM Reviews & Product Details

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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

* * *

Product Website
 monday CRM
Seller
 [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b)
Discussions
 [monday CRM Community](https://www.g2.com/products/monday-crm/discuss)
Languages Supported
 

German, English, French, Italian, Japanese, Korean, Dutch, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Chinese (Traditional)

Solution Type
 
All-in-One

Overview by
 Sapphire Pearl Stein

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Used by iResearch Services and 2 others

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## Pricing

Pricing provided by monday CRM.

### Basic

$12.00

Per Month

[
View More Pricing Information
](https://www.g2.com/products/monday-crm/pricing)

## monday CRM Integrations
(94)

What do users say about integrations?

Verified by monday CRM
[Show More Integrations](https://www.g2.com/products/monday-crm/integrations)

  

 ![Tanner N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tanner N.")
TN

Tanner N.

CEO | Co-Founder

Small-Business (50 or fewer emp.)

8/5/2025

"Highly Customizable CRM with Effortless Setup"

5/5

What do you like best about monday CRM?

I love how customizable and flexible monday CRM is. We can build it to be exactly what we want without needing to code, which is really helpful for our specific team needs. The initial setup was super easy with out-of-the-box templates that we could customize, so we were up and running in just a couple of days. It's great that we can start with something solid and then modify it as needed. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

I find the emails and activities integration can be a little bit cumbersome. It's not about sending or receiving emails, but organizing them. When we cc somebody from our team on an email chain, it suddenly gets associated with almost all of our accounts in the emails and activities. So that's been a bit problematic. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

I find monday CRM centralizes our communication and keeps our team organized with good records. It lets us track everything easily and focus on what matters. Its customization allows us to build exactly what we need without altering our processes. Review collected by and hosted on G2.com.

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8/27/2026
Current UserValidated ReviewerIncentivizedSource: Seller invite

  

 ![Faris K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Faris K.")
FK

Faris K.

Sales Support

Mid-Market (51-1000 emp.)

8/23/2026

"Intuitive, User-Friendly CRM That Boosts Daily Productivity"

5/5

What do you like best about monday CRM?

The user-friendly interface is what stands out most to me. It's intuitive and easy to learn, so even without a steep onboarding curve, you can get comfortable navigating boards, pipelines, and workflows quickly. That ease of use translates directly into daily productivity — I can log activity, update deal stages, and track tasks without the tool getting in the way of actual work. It strikes a nice balance between being visually simple and still powerful enough to handle the complexity of a real sales/CRM workflow. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

In Sales Opportunities, there's no direct way to link multiple opportunities together for better visibility and easier access. When deals are related — like multiple opportunities tied to the same account, project, or client — you end up having to search or cross-reference manually instead of seeing them connected in one view. A native linking feature between opportunities would make it much easier to track relationships and get the full picture without extra clicks. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

Monday CRM brings all sales tasks, leads, and opportunities together under one roof, along with internal team coordination — instead of juggling separate tools for pipeline tracking, task management, and team communication. Having everything in a single, centralized platform makes it much easier to manage day-to-day sales activity, keep the whole team aligned, and stay on top of where each deal stands without switching between systems. This centralization saves time, reduces the chance of things falling through the cracks, and gives better overall visibility into the sales process. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

  

MA

Mohd Anas A.

Tech Specialist

Small-Business (50 or fewer emp.)

8/14/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

"Powerful monday.com Features and a Standout Anthropic Connector"

5/5

What do you like best about monday CRM?

monday.com offers a wide range of useful functionality, but its Anthropic connector stands out. I can describe a task to Claude, and the connector creates it on the monday board accurately and with minimal effort.

The UI is equally strong — everything is visible in one view, and the filtering is excellent, including filtering by assigned people, which reflects solid performance.

I recently worked with Monday CRM APIs on a task estimated at over a week. With their support team's assistance and a thorough onboarding KT session, we completed it in a single day. It was also covered under our existing team plan, so there was no additional cost. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

It would be helpful to have a bit more context around chatbot tuning, especially so it can better understand and respond to filter-related queries. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

We were required to migrate to Monday CRM from another CRM for a client’s customer data, and we also needed to build a sync mechanism between our internal tool and Monday CRM. We were able to pull the historical data cleanly and push it into Monday CRM, and we built the sync mechanism on the same day. The client started his work in Monday CRM the very next morning. It was a mind-blowing experience. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

  

 ![Nitin P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nitin P.")
NP

Nitin P.

Software Engineer

Mid-Market (51-1000 emp.)

8/14/2026

"Flexible CRM with Strong Integration Capabilities"

4/5

What do you like best about monday CRM?

For me, the best thing about monday CRM is its flexibility and how easy it is to manage data in boards. From an integration perspective, I found it useful that the data can be accessed and updated through APIs, which made it possible to integrate monday with other systems like Snowflake using Boomi. The customizable boards and columns also make it easy to organize data based on business requirements. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

One thing I found a little challenging was working with monday CRM from an integration perspective. When pushing data from Snowflake into monday boards through Boomi, setting up the GraphQL queries and handling board and column IDs was sometimes a bit confusing. Better documentation and simpler API handling would make integrations easier to set up and maintain. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

monday CRM helps keep business data organized in one place and makes it easier for teams to manage and track information. From an integration perspective, it also provides a flexible way to sync data between systems. For example, we were able to move data from Snowflake into monday boards through Boomi, which reduced manual data entry and helped keep the information more consistent and up to date. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

  

 ![Priyansh V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Priyansh V.")
PV

Priyansh V.

Manager

Accounting

Small-Business (50 or fewer emp.)

8/13/2026

"Flexible CRM That Keeps Our Team Organized"

4.5/5

What do you like best about monday CRM?

What I like most about monday CRM is its flexibility and ease of use. It makes it simple to organize clients, track projects, assign tasks, and see progress in one place. The customizable workflows and clear visual layout make it easy for our team to stay organized and keep track of follow-ups without a lot of complexity. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

The main downside is that the level of customization can sometimes feel overwhelming, especially when setting up more complex workflows or views. It can also take some time for new users to understand all the available features and determine which ones are actually needed. More streamlined options for simpler workflows and easier navigation between related information would make the experience even better. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

Before using monday CRM, it was harder to keep track of client projects, follow-ups, responsibilities, and overall progress in one place. monday CRM gives us a centralized view where we can organize projects, assign tasks, track statuses, and quickly identify what needs attention. This has improved team visibility and reduced the need to rely on separate spreadsheets or frequent status updates. The customizable workflows and integrations also make it easier to fit the CRM into our existing processes. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

  

 ![Kashyap P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kashyap P.")
KP

Kashyap P.

CTO

Mid-Market (51-1000 emp.)

8/13/2026

"Powerful CRM and Project Management in One Place"

5/5

What do you like best about monday CRM?

What I like most about monday CRM is project management, task assignment, tracking project progress, and managing team workloads. The time-tracking functionality is especially useful for monitoring the effort spent on different tasks and projects. Having CRM, project management, timelines, team collaboration, and time tracking in one platform gives us better visibility and helps us stay organized, accountable, and efficient across the entire workflow. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

The main challenge is that monday CRM can become quite complex as the number of boards, automations, workflows, and customizations increases. Setting up and maintaining an efficient structure can take some time, especially for larger teams. The pricing can also become relatively expensive as more users and advanced features are added. It would be helpful to have simpler administration, more advanced reporting options, and better integration between project management, CRM, and time tracking. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

It helps us solve the challenge of managing sales, projects, tasks, and team activities across different stages of our workflow. Instead of relying on spreadsheets, emails, and separate tools, we have a centralized platform to manage leads, assign tasks, track project progress, monitor timelines, and track team hours. It gives us better visibility into who is working on what, the status of each project, and where our time is being spent. This improves accountability, reduces manual follow-ups, and helps us manage our team and projects more efficiently. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

  

 ![Muhammad I.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Muhammad I.")
MI

Muhammad I.

Advertising Specialist

Mid-Market (51-1000 emp.)

8/13/2026

"Recurring task automation and per-task comments make client and internal tracking painless"

5/5

What do you like best about monday CRM?

We use monday CRM for both client project management and internal team tracking across a company of around 100 people, and it's been especially strong for recurring work. With other tools I've used, finishing a repetitive task means manually recreating a near-identical one from scratch but with monday, weekly recurring tasks regenerate automatically the moment the current one is marked complete, which has saved a real amount of admin time over the year-plus we've been using it. The comments section on each task is also genuinely useful rather than just a formality as we use it to leave guidelines and context for both clients and internal teammates directly on the task, so instructions don't get scattered across email and Slack. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Setting up separate boards for each client felt a bit clunky when we first started as there was a learning curve to getting the structure right. It's gotten noticeably easier with time, though, and building out a new client board now is quick. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

It replaced manual, repetitive task creation with something that runs itself for recurring work, and gave us one shared place where clients and our internal team can both see task status, comments, and guidelines instead of tracking things across separate channels. Across a 100-person team, that's meant real time saved and fewer things falling through the cracks. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

  

 ![Ketan M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ketan M.")
KM

Ketan M.

Product Owner, UIUX and Graphic Designer

Design

Mid-Market (51-1000 emp.)

8/13/2026

"Monday.com Keeps Our Work Organized and Product Details Easy to Track"

4.5/5

What do you like best about monday CRM?

What I like about Monday.com is how simple and organized it makes our day-to-day work. We use it to log our daily time and to keep detailed information about our products in Monday tables. Having everything in one place makes it much easier to track what we’re working on, update information as things change, and quickly find the specific details we need when we need them. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

What I dislike about Monday.com is that it can sometimes feel a little complicated and time-consuming, especially when entering daily time or updating a lot of product details. The tables can also become crowded when there is a large amount of information, which can make it harder to quickly find what I need. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

monday CRM helps us keep our daily time records and product information organized in one place. It reduces the need to manage information across multiple tools or files, making it easier to track updates, find product details, and keep our team aligned. This saves time and helps us work more efficiently. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

  

 ![Ankit S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ankit S.")
AS

Ankit S.

Project Manager

Small-Business (50 or fewer emp.)

8/13/2026

"Flexible CRM that keeps everything organised"

4/5

What do you like best about monday CRM?

I like how flexible monday CRM is. We can customise it around the way our team actually works, while keeping leads, clients, follow-ups and tasks organised in one place. The automations and dashboards are also very useful for saving time and keeping everyone on track. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

The main downside is that it can take some time to set up properly, especially when you want to customise it for more complex processes. There are also so many options that it can feel a little overwhelming at first. Once everything is configured, though, it becomes much easier to manage. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

monday CRM helps us move away from scattered spreadsheets, emails and manual follow-ups. It gives us one place to manage leads, client information, tasks and sales activity, so it is much easier to see what needs attention. This saves time, reduces missed follow-ups and gives the team better visibility of what is happening. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

  

AH

Ashley H.

Employee Expereince

Mid-Market (51-1000 emp.)

8/10/2026

"Flexible, User-Friendly CRM That Streamlines Pipelines and Boosts Team Efficiency"

4/5

What do you like best about monday CRM?

What I like most about monday CRM is how flexible and easy it is to customize. Unlike many traditional CRM systems that can feel rigid or overly complex, monday CRM lets teams tailor pipelines, workflows, and dashboards to fit their specific sales process. That flexibility made adoption much smoother for us and allowed our team to start tracking opportunities and customer interactions quickly, without a lot of setup or training.

The visual pipeline management is especially valuable. Having a clear, real-time view of leads, deals, and activities helps our team stay organized, prioritize follow-ups, and spot opportunities that need attention before they stall. The drag-and-drop functionality, along with customizable columns, makes updating records fast, straightforward, and intuitive.

Automation is another feature that delivers real value. Automated reminders, status updates, and task assignments reduce manual administrative work and help ensure important customer interactions don’t fall through the cracks. As a result, we’ve seen more consistency across the sales process and more time freed up for relationship-building and revenue-generating work.

I also appreciate the reporting dashboards, which provide immediate visibility into pipeline health, sales performance, and forecasted opportunities. One unexpected benefit has been stronger collaboration between teams, since everyone can access the same customer information and activity history in a single, centralized place. Overall, monday CRM helps streamline our sales process, improve visibility, and boost team efficiency while staying user-friendly and highly adaptable. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

While monday CRM is highly flexible and easy to customize, that flexibility can sometimes make it challenging to configure more advanced sales processes and reporting. New users may need time to understand how to structure boards, automations, and dashboards to get the most value from the platform, which can slow initial adoption.

Another area for improvement is the depth of native CRM functionality compared to some long-established CRM platforms. Features such as advanced sales forecasting, territory management, and more sophisticated customer relationship tracking could be expanded to better support larger or more complex sales organizations.

Reporting and analytics are useful, but creating highly customized reports across multiple pipelines or teams can require additional setup and manual configuration. More out-of-the-box sales dashboards and AI-driven insights would make it easier to identify trends, forecast performance, and uncover opportunities for improvement.

Integrations are generally strong, but maintaining data consistency across connected systems can sometimes require additional oversight. Enhanced data management tools and duplicate record detection would help improve accuracy and reduce administrative effort.

Overall, monday CRM provides an excellent balance of usability and flexibility, but improvements in advanced CRM capabilities, reporting, onboarding guidance, and data management would make the platform even more powerful as organizations scale their sales operations. Review collected by and hosted on G2.com.

What problems is monday CRM solving and how is that benefiting you?

Before implementing monday CRM, we struggled to keep customer information, sales activities, and pipeline updates organized across multiple tools, spreadsheets, and email threads. This made it difficult to maintain visibility into deal progress, track follow-up activities consistently, and generate reliable sales reports. As a result, opportunities could be delayed, and sales forecasting required significant manual effort.

With monday CRM, we now have a centralized platform where leads, contacts, activities, and opportunities are tracked in real time. The visual sales pipeline provides clear visibility into every stage of the customer journey, making it easier to prioritize high-value opportunities and ensure timely follow-up. Automated reminders, notifications, and workflow actions help reduce manual administrative tasks and keep sales processes moving forward.

One of the biggest benefits has been improved visibility and accountability across the team. Everyone has access to the same up-to-date customer information, which improves collaboration and reduces time spent searching for updates. Managers can quickly monitor pipeline health, identify potential bottlenecks, and make more informed decisions using real-time dashboards and reporting.

We've also seen meaningful efficiency gains. Tasks that previously required manual tracking and status updates are now automated, saving several hours each week. Having a single source of truth for customer and sales data has improved data accuracy, strengthened follow-up consistency, and helped create a more predictable sales process.

Overall, monday CRM solves challenges related to fragmented customer data, limited pipeline visibility, and inefficient sales administration. The result is better team alignment, improved customer engagement, faster response times, and more time spent building relationships and driving revenue rather than managing spreadsheets and manual processes. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

## Questions about monday CRM? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about monday CRM
](https://www.g2.com/products/monday-crm/discussions/new)

A8

aff2eea9004445fd0888fbb456740065d17853fd 806f1939b2c604db133d0794007b002935a15159
•
Last activity 15 days ago

Can I use Monday.com to set-up an online application or a questionnaire for my external clients?

1 Upvote

3

[
Join the conversation
](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients)

 ![Bhoomika P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bhoomika P.")
BP

Bhoomika Pawar
•
Last activity 8 months ago

test - monday

1 Upvote

0

[
Join the conversation
](https://www.g2.com/discussions/test-monday)

[
View all Discussions
](https://www.g2.com/products/monday-crm/discuss)

## Pricing Options

Pricing provided by monday CRM.

### Basic

$12.00

Per Month

### Standard

$17.00

Per Month

### Pro

$28.00

Per Month

[
View More Pricing Information
](https://www.g2.com/products/monday-crm/pricing)

monday CRM Comparisons

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HubSpot Sales Hub

4.4/5(13,922)

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4.4/5(25,878)

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##### ##### monday CRM Features

Platform

Customization

Workflow Capability

User, Role, and Access Management

Sales Force Automation

Contact & Account Management

Partner Relationship Mgmt. (PRM)

Opportunity & Pipeline Mgmt.

Marketing Automation

Email Marketing

Lead Management

Reporting & Analytics

Reporting

Dashboards

Forecasting

[
View More Features
](https://www.g2.com/products/monday-crm/features)

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##### Categories on G2

[CRM](https://www.g2.com/categories/crm)[Email Tracking](https://www.g2.com/categories/email-tracking)[Sales Performance Management](https://www.g2.com/categories/sales-performance-management)

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