--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1260 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: 1260 scale: '5' date_modified: '2026-07-10' 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:** 1,260 ## 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. (66 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. Great tool for keeping our intake process organised **Rating:** 4.5/5.0 stars **Reviewed by:** Donna L. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is how easy it is to keep our intake process organised and visible. We have been using it to support our intake workflow, including completing forms, tracking where each person is up to, and making sure they are properly registered. The most helpful part is that everything can be kept in one place, so it reduces the risk of missing steps or losing information. It also makes it easier for the team to see what has been completed, what still needs action, and who is responsible for the next step. The biggest upside for us is that it helps create a more consistent and streamlined intake process. It saves time, improves communication, and gives us a clear overview of each person’s progress from enquiry through to registration. **What do you dislike about monday CRM?** What I dislike about monday CRM is that it can take a bit of time to set up properly so it works the way you need it to. There are a lot of features and options, which is great, but it can also feel a little overwhelming at the start. Some parts of the process can feel a bit clunky, especially when you are trying to customise forms, workflows, or automations to match a specific intake process. It works well once everything is set up, but getting it right can take some trial and error. The other downside is that if the boards are not maintained properly, it can become messy quite quickly. So it does need clear processes and regular updates to make sure the information stays accurate and useful. **What problems is monday CRM solving and how is that benefiting you?** monday CRM is helping us solve the problem of managing our intake process across different steps, forms and follow-ups. Before using it, it could be harder to clearly see where each person was up to and what still needed to be completed. It benefits us by keeping the intake process more organised and easier to track. We can see what stage someone is at, what forms have been completed, what information is missing, and what needs to happen next. This helps reduce the chance of things being missed, improves communication within the team, and makes the overall process more consistent. It also saves time because everything is easier to find and manage in one place, which supports a smoother experience for both staff and the people we are onboarding. ### 2. Intuitive, Flexible monday CRM That Boosts Productivity **Rating:** 4.0/5.0 stars **Reviewed by:** Dharamveer p. | Application Security Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is its intuitive interface and flexibility. It is easy to customize pipelines, workflows, and dashboards based on business needs without requiring extensive technical knowledge. The visual layout makes it simple to track leads, manage customer relationships, and collaborate across teams. I also appreciate the automation features, which help reduce repetitive tasks and improve productivity. **What do you dislike about monday CRM?** One drawback is that some advanced features can take time to learn and configure properly. While the platform is highly customizable, setting up complex workflows may require additional effort. Pricing can also become a consideration as teams grow and require access to more advanced capabilities. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve the challenge of managing customer relationships, sales activities, and team collaboration in a single platform. It provides better visibility into the sales pipeline, helps track interactions with customers, and automates routine processes. This saves time, improves organization, and enables more consistent follow up with leads and customers. As a result, it increases efficiency and helps teams make better informed decisions ### 3. Clean Interface, Easy Sharing, and Dashboards That Keep Me on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Erin L. | eLearning Developer, Enterprise (> 1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** The best thing about monday is that it stores basically anything and everything you need. It's a clean interface. It's easy to share with other coworkers. It keeps me on top of my work with the use of dashboards. **What do you dislike about monday CRM?** Sometimes monday is a little slow, but that might just be my computer instead of monday. My company only allows so many integrations and I wish it could integrate more with other things I would utilize to streamline my work. **What problems is monday CRM solving and how is that benefiting you?** Keeping in alignment with my coworkers about timelines and workflows. I can see exactly where a project is in the workflow and how I can support other team members with their work. It acts as a hub for us to find important information that we can then share with stakeholders. ### 4. AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Tamara R. | IT assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about monday CRM?** I find it very useful because of its AI-powered features, which make creating forms, workflows, and automations smooth. It’s easy to collaborate with team members, keep information organised, and manage tasks in one place. The platform is multifunctional and flexible, making it suitable for a wide range of business and project management needs. **What do you dislike about monday CRM?** One thing I dislike is that the layout and setup can take some time to get used to at first, and editing the forms can feel a bit finicky at times. However, once you become familiar with the platform, it becomes much easier to navigate and use effectively. **What problems is monday CRM solving and how is that benefiting you?** One problem it has helped solve is creating quotes for exhibitors who would like to work with us, as well as improving our automation processes. We previously had issues with how we were going to use forms externally, but Monday CRM has helped a great deal by making external forms and data collection much more manageable. ### 5. Essential Task Scheduler with Room for Feature Growth **Rating:** 4.0/5.0 stars **Reviewed by:** Tajai T. | Bookkeeper, Enterprise (> 1000 emp.) **Reviewed Date:** May 02, 2026 **What do you like best about monday CRM?** I like using monday CRM to schedule tasks because it keeps everything in one place and lets me set clear time frames for each item. I also appreciate being able to set limits on tasks and share them with others when it’s a group effort. That helps us avoid duplicating work and makes responsibilities clear, including when tasks need to be turned in. Overall, the app has been really beneficial for me. The initial setup was extremely easy, with step-by-step instructions and helpful video how-tos. It supports my workflow by letting me create live documents, calendars, and meetings—basically the tools a business may need to run more smoothly and complete projects on a strict schedule. It also helps when I’m putting together presentations for potential buyers of the products. monday CRM is a highly visual, customizable CRM that works well for small-to-medium teams. It has a clean, colorful interface with drag-and-drop boards, and the learning curve feels minimal compared to tools like Salesforce, which makes onboarding faster for teams. It’s also one of the most beginner-friendly CRMs I’ve used for team collaboration. It provides stations that can be used to build pipelines, dashboards, and automations, and it has over 200 templates that can be integrated to fit your direct needs. The programs that can be intergrated include but are not limited to Gmail, Outlook, and Slack. These help companies perform in a fast and effiecient matter seamlessly. **What do you dislike about monday CRM?** Some of the more advanced task helpers aren’t included in certain packages, so you end up having to purchase them for an additional fee. It would be great if there were a package that included all the features without breaking the bank. The company doesn’t offer group rates; instead, it charges per-person rates based on a certain number of personnel. The benefits improve as your monthly payments for users increase, and the artificial intelligence features are also offered differently in each package. It also feels like you have to add a minimum number of users (around three) before anything can really be performed to help the company, and even then some of the more important features are still locked behind higher-paying tiers. The more you want your company to be able to do, the more options are available—but usually for additional per-user fees. If you have fewer people signed up, you have fewer resources to access, and any resources you need require further upgrades, which in layman’s terms means spending more money. **What problems is monday CRM solving and how is that benefiting you?** monday CRM keeps all my tasks in one place, lets me set clear time frames, and helps me avoid doing the same work twice. I can also set task limits and share them when it’s a group effort. Guests or consumers can be added to documents to review the work being completed, make changes, and leave feedback whenever needed. I like that you can visually see your work in real time and share those results wit the client in real time. The performance process is fairly quick and provides excellent ai feedback to help fix any issues in record time. ### 6. Streamlined Organization, But Setup Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Manish C. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about monday CRM?** I use monday CRM mainly to keep all my leads and artist conversations organized in one place, which helps to segregate and keep track of them, especially regarding which conversation pipeline they are in. The biggest benefit has been the clarity and structured workflow, resulting in less of a mental load and more visualization of engagements with collectors and artists. I personally like how easy it is to understand everything at a glance. The visual boards and pipeline make it easy to know where my leads and deals stand. It's also customizable, allowing me to change stage fields and automation, which is another strong point for me as I don’t have to switch platforms for that. **What do you dislike about monday CRM?** I think the reporting is not as great as it's supposed to be. The reporting is decent, but if you want very deep analytics or highly advanced sales forecasting, it can feel basic compared to some other enterprise CRM. Another thing is that some advanced features are locked into higher pricing tiers, so if my team grows, the cost can rise significantly faster than expected. Not at all easy, definitely not easy. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to organize leads and conversations from multiple platforms. It centralizes tracking, reduces mental load, and offers a clear, structured workflow for managing collectors, artist applications, and partnerships. ### 7. Monday.com Helps us stay organized and aligned as a team **Rating:** 4.5/5.0 stars **Reviewed by:** Allon M. | CSM Team Lead, Telecommunications, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about monday CRM?** We’ve been using Monday.com to manage our day-to-day work, and it’s made a real difference for our team. It keeps everything organized, well-documented, and visible, so it’s much easier to stay aligned and on top of tasks. The UI is clean and intuitive, which makes adoption across the team very smooth. I also really like the integrations—it connects well with other tools we use and helps reduce manual work by keeping everything in sync. Next step for us is bringing AI into the workflows, which I think will be a game changer in terms of automation and insights. Overall, Monday.com has become a key part of how we run our operations. **What do you dislike about monday CRM?** Monday isn't perfect. It takes time to set things up properly, and without a clear structure, it can get messy pretty quickly. Also, some of the more useful features are locked behind higher plans, so costs can add up as the team grows. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM is mainly solving the problem of scattered information and lack of visibility. Before, a lot of customer data, tasks, and follow-ups were spread across emails, notes, and different tools. It made it harder to track what’s going on and easy for things to slip. With Monday, everything is in one place—pipeline, communication, tasks—so it’s much easier to understand the full picture at any given moment. It also creates accountability, since everyone knows what they own and what needs to happen next. For me, the biggest benefit is visibility and control. I can quickly see where things stand, spot gaps, and make sure the team is moving in the right direction without chasing updates all the time. ### 8. Organized Boards and AI Automations, but Also Some Cons **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** What I like best is probably the overall organization. The color-coating and different status types make things feel organized. I also like the AI automations feature since it helps to make everything flow well. **What do you dislike about monday CRM?** It can get a little complicated to figure out some of the setup/automations. Trying to get information to properly duplicate between boards can get complex. The thing I dislike the most about the CRM is that we were told it integrates with Outlook. They left out the part that it doesn't work with our version of Outlook. It only integrates with a specific version of Outlook. We can work around it, except that every "email and activity" screen is designed for the integration. I have to remind our users that they can't click "new email" or "schedule meeting" because we don't actually have that option. **What problems is monday CRM solving and how is that benefiting you?** It is helping our team stay organized. We specifically decided to use a CRM to help with follow up on leads/customers. It definitely helps solve that issue because of the many automated reminders/workflows. ### 9. Great for Managing Sales Pipelines and Business Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** What I like most about monday CRM is how customizable it is while still being easy to use. We use it to manage leads, sales pipelines, projects, and client workflows, and it's simple to tailor boards, views, and automations to match different business processes without needing custom development. The automation features have probably had the biggest impact on my workflow. Repetitive tasks like updating statuses, creating follow-up items, sending notifications, and syncing data happen automatically, which saves a significant amount of manual work and reduces human error. I also appreciate how well it integrates with other tools. Connecting monday CRM with platforms like Make, Google Workspace, Outlook, and other business applications has allowed us to build end-to-end workflows instead of relying on disconnected systems. The interface is clean and intuitive, making it easy for both technical and non-technical team members to get up to speed quickly. Features like dashboards, timeline views, and customizable reports also make it much easier to track progress and keep stakeholders informed. Overall, monday CRM has helped streamline our processes, improve collaboration across teams, and make our workflows much more efficient. **What do you dislike about monday CRM?** One area where monday CRM could improve is the flexibility of some of its native automations and reporting features. While the built-in automation recipes cover many common use cases, more complex business processes often require third-party platforms like Make or custom API integrations to achieve the desired functionality. Reporting and dashboards are useful, but creating highly customized or cross-board reports can sometimes be limiting compared to dedicated business intelligence tools. I would also like to see more advanced filtering and analytics available out of the box. Another improvement would be expanding AI capabilities. The current AI features are promising, but I'd like to see them become more integrated into everyday CRM tasks, such as generating sales insights, identifying risks in pipelines, and providing smarter workflow recommendations. Overall, these aren't deal-breakers, and the platform continues to evolve with regular updates. The strengths of monday CRM outweigh these limitations, but addressing them would make an already strong product even better. **What problems is monday CRM solving and how is that benefiting you?** Before using monday CRM, a lot of our customer information, sales activities, and project updates were spread across spreadsheets, emails, and multiple tools. This made it difficult to track progress, follow up consistently, and maintain visibility across the team. With monday CRM, we've centralized our sales pipeline, client communication, and project workflows into a single platform. Custom automations handle repetitive tasks such as updating statuses, assigning work, sending notifications, and syncing information with other applications, which has significantly reduced manual effort and the risk of missed follow-ups. The integrations with tools like Make, Google Workspace, and Outlook have allowed us to build connected workflows instead of constantly switching between platforms. Real-time dashboards and reporting also give the team better visibility into pipeline health, workload, and project progress, helping us make faster, more informed decisions. Overall, monday CRM has improved collaboration, standardized our processes, and saved several hours of manual work each week, allowing the team to focus more on delivering value to clients rather than managing administrative tasks. ### 10. mondayCRM Makes Custom Workflows Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** What I like about mondayCRM is how easy it is to customize around our unique workflows. We’re not boxed into traditional layouts or rigid pipelines, so we can set things up in a way that actually fits how we work. **What do you dislike about monday CRM?** -It’s difficult to connect updates across different items. For example, if I post an update for Contact A and Contact B from the same Company X, both updates should roll up into Company X’s updates section. -The Emails and Activities area is also very restrictive: we can’t add comments, and we can’t link activities across different items. -Finally, the workload graph isn’t intuitive enough. - No solution for language barrier in the system **What problems is monday CRM solving and how is that benefiting you?** Tracking tasks’ progress in one shared board makes it much easier to get a clear overview of all planned and completed activities across different projects. I also like the Updates feature, since it keeps a single history record for all client engagement activities. ## 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/monday-crm-review-13068559?section=pricing&secure%5Bexpires_at%5D=2026-07-11+09%3A10%3A02+-0500&secure%5Bsession_id%5D=91ee91bb-fd14-488a-8d0f-db1c6264e085&secure%5Btoken%5D=2666c1cfd4424895c2186996f8089033ad2db701727694507cda590734408d32&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) - [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) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Juma](https://www.g2.com/products/juma/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [monday work management](https://www.g2.com/products/monday-com/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) - [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 (24,662 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,261 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,040 reviews)