monday CRM Reviews & Product Details

Our team loves how flexible monday CRM is. We can do a lot on monday that we couldn't do in other software (or would need a lot of custom/dev support to enable). We also love how easily it integrates with monday work management and forms, which we've been using for several years and so building out the CRM was easier. Review collected by and hosted on G2.com.

There are some big limitations (and even more for us, since we have to use a HIPAA-compliant version and can't use a lot of 3rd party integrations). We often have a person or company that needs to be kept track of in a lot of areas, and figuring out how to tie all those things together has been a challenge and at times not entirely possible. Review collected by and hosted on G2.com.

I highly recommend Monday.com! In the past I used spreadsheets, a notebook and my Google calendar to keep up with multiple projects, communicationa nd progress - as my business grew this just became inefficient. I researched a bunch of project management stystems and Monday.com came out on top. The templates are awesome and you can customize everything to fit your exact needs.

Having everything in one place has been a game-changer for me! My projects, contacts, CRM, socil media planner, accounting - it's all right there and it's made my life so much easier. I love that I can start with one of their templates and then tweak it to work for me. Plus, I saved a tremendous amount of time creating my own Project Templates so all I have to do is copy one, and all the steps and checklists are already there. Made my day when I discovered you could create checklists inside the Updates - a checklist within a checklist! I no longer have to re-write the same thing over and over again.

Time tracking is one feature that I didn't find in other apps and that's crucial for my business. It helped me realize I was undercharging and gave me the data I needed to justify my price increase.

I love all the automations and integrations. I can link invoices to projects and plan multiple social media accounts across various platforms.

My workflow is much smoother and Monday.com has been a lifesaver! Review collected by and hosted on G2.com.

I wouldn't even call it a downside, but there is a learning curve. It takes time to learn the system but that's the case with any new CRM. Time learning was an investment in my business and in myself. Plus, the Knowledge Base is super accessible and makes it easy to find the answer your looking for. On rare occassions when I couldn't figure something out myself, support has had my back and helped me with a solution. Review collected by and hosted on G2.com.

I like how customizable & flexible it is to build into addressing any need, business process, or project we have. Unlike some CRMs which are very pre-canned & designed specifically just for new business prosecting, Monday does all of that but can be used to manage customer onboarding, high frequency service requests, internal projects & processes, product backlogs, documentation, & so much more. You can build almost anything you want. There is a lot of automation capability. The email sync is great because it happens automatically between Gmail/Outlook, no need to use a plugin, send emails from Monday to have them saved. Review collected by and hosted on G2.com.

I don't like that you can't send a mass email to more than 500 "items" or customers at once. The native email templates are very basic & we have to purchase an integration add-on to build nice looking email templates. The service is OK, not bad, but could be better. Being a smaller business w/ about 50 users, we are mostly stuck w/ getting a different support person when reaching out for support every time, instead of having a dedicated support team unless we pay more. Review collected by and hosted on G2.com.

The best thing about Monday's CRM is that it offers a lot of freedom. It allows you to configure a lot based on your specific needs and requirements.

It is also a plus that within the CRM Workspace you can generate documents and boards that serve as complements to your main work. Review collected by and hosted on G2.com.

Lack of defined structure and occasional configuration errors

The CRMs I have worked with have a fairly well defined and gridded system of Leads, Contacts, Deals and Accounts, which can be annoying.

However with Monday it happens that many structures are so custumizable that it can be confusing and discouraging because generating the connections between dashboards can be problematic and even more so when you start using it and an automation fails.

I have also encountered connection problems when the need arises to duplicate a CRM board such as Lead and change it; there the confusion between boards becomes even greater (sometimes with simple errors that you can modify by reconfiguring the connected boards, but others where you can't correct them other than deleting the board and starting from 0). Review collected by and hosted on G2.com.

I love that it's a fully customizable platform and ISuper customizable: No limits! You can tailor the CRM exactly to your needs, from customer management to sales tracking.

Visual and user-friendly: Everything is super intuitive. The dashboards look amazing, and you can visualize data however you prefer (charts, tables, timelines).

Magical automations: Say goodbye to repetitive tasks. Reminders, automatic updates, and even emails happen on their own!

Integrations with EVERYTHING: Connect Gmail, WhatsApp, Slack, Facebook Ads… whatever you need to stay within the platform!

Epic dashboards: Get all your sales funnel and performance data in one place, like a superhero command center. don't miss any detail of the sales cycle. Also, it allows me to automate my sales and be more productive.

Easy to implement and designed for intensive use, Monday CRM quickly adapts to your processes. For this reason, I use it very frequently. Additionally, it offers exceptional customer support to resolve any questions. Review collected by and hosted on G2.com.

Previously, direct integration with WhatsApp was a challenge for Monday CRM, but now it’s possible thanks to new tools and customized APIs. This opens the door to automating messages, follow-ups, and connecting conversations directly within the platform. A solution that takes customer management to the next level! Review collected by and hosted on G2.com.

The Monday CRM was easy enough to setup and implement acorss various departments of our company. We already use the Monday Workspace daily as and integral part of our workflow so adding on the CRM when it was released was a no brainer. I was able to onboard multiple different departments with different needs fairly easily. Between the forms integration and zapier we are able to get Monday to do mostly everything we needed it too. Review collected by and hosted on G2.com.

Monday's CRM isn't quite as robust as other CRM's and to get the full benefit you have to have a Gmail (or Microsoft?) account, which we did not, which made some of the features we were looking for in a CRM not as useful. I'm sure if you have the correct types of emails then the usability would go up a lot. Review collected by and hosted on G2.com.

The automations and FAQ section make our agencies life easier every day. We are able to significantly cut down on the time it takes to complete a task or project and if we get stuck or need help, we can use the FAQ section OR the live chat. These have helped make our every day work flow seamless and less stressful all around. Review collected by and hosted on G2.com.

There is a learning curve to Monday CRM. However, they provide a range of tools to help you get the exact funtion or response you need. I would say you do have to set time aside to learn about how the system works. Review collected by and hosted on G2.com.

I love how Monday CRM adapts to my sales process, letting me customize workflows rather than follow a rigid structure. Its visual interface helps our team quickly see where deals stand. Built-in communication and automation features save us time, while real-time analytics guide my decisions. It’s also easy to onboard new team members, ensuring everyone stays aligned and productive. Review collected by and hosted on G2.com.

We have the Pro level which has a limit of 25k automations. Normally, that's more than enough, but we recently switched from Work Management to CRM and would have liked the ability to purchase an add on of sorts to allow us to go over our automation limit. Not having that resulted in having to do a lot of manual work after hours to ensure everything moved over but didn't use our automations. Review collected by and hosted on G2.com.

- The quick, helpful and real response from the customer service team

- The discount for non-profits

- The ability to customize to how we need

- Dashboards

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- It can be a little slow to load occassionally but this is not too much trouble

- When you search something, it should automatially be a global search rather than having to select the fields manually all the time

- It would be good to have an easy way to convert sales process in Monday CRM to the project delivery part in Monday

- If you could hover your cursor over the comment/updates icon (the speech bubble with # of updates) to see the latest update. Right now, you have to click on it and go to the Updates tab which is not super efficient.

- To allow multiple contacts from one company in each Deal - OR - a main contact and an operational contact Review collected by and hosted on G2.com.

User interface and visually how it works is great.

Customizability Review collected by and hosted on G2.com.

Certain functions that should be set up by default in a CRM either have to be custom built OR some of them just can't be done at all.

The worst example of this is Calendar Events.

I should be able to have monday.com see that I have an event on my calendar with "John Smith", associate it based on the email because he is on the invite, and then add it as an activity on his contact card, etc. But it doesn't work.

It pulls the calendar event in, Shows it as a separate item, but won't associate it with the contact.

I feel like if they fix that and a few similar things, they could have a great CRM. Review collected by and hosted on G2.com.