---
title: monday CRM Reviews
meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1178 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: 1178
  scale: '5'
date_modified: '2026-06-30'
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:** 1,178
## 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 to be **extremely user-friendly** , facilitating easy implementation and management across various business needs. (190 reviews)
- Users love the **seamless integrations** of monday CRM, enhancing workflows and enabling better customization for their processes. (107 reviews)
- Users appreciate the **incredible customizability** of monday CRM, enabling tailored solutions for their unique business needs. (104 reviews)
- Users appreciate the **automation features** of monday CRM, enhancing efficiency and streamlining workflow management. (103 reviews)
- Users find the **intuitive design** of monday CRM incredibly easy to use, streamlining their workflow and collaboration. (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 find that **missing features** limit the functionality of monday CRM compared to other enterprise solutions. (78 reviews)
- Users find a **steep learning curve** in understanding board interactions and initial setup compared to other tools. (76 reviews)
- Users find **limited features** in monday CRM challenging, affecting automation and usability for managing data efficiently. (66 reviews)
- Users feel that **customization options are limited** and can be overwhelming, impacting the overall user experience. (53 reviews)
- Users note the **high costs** as every user requires a paid seat, impacting overall value for small teams. (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. A unique CRM in the market

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2024

**What do you like best about monday CRM?**

Maintaining my business relationships is an important part of my job. Monday CRM helps me keep track of customer requests. In terms of usability, the platform has proven to present no challenges for new users. In addition, permission management is clear and transparent.

**What do you dislike about monday CRM?**

It does what it promises, and I know it's unfair to complain about this point, but given the high competition in the CRM market, Monday's prices are a bit high, especially considering that other CRM solutions offer many more features. I think the market that Monday is targeting with this solution is companies that want easy solutions for their employees.

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

It helps me to put my daily priorities in order, to sync with my team and to give the best treatment to the clients. It has the tools I need to manage the sales flow, I also have a huge range of integrations ready for me, which I use to get more benefit from my investment. In addition, as I mentioned before, it is an easy-to-implement tool.

  ### 2. Hits and Misses

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2024

**What do you like best about monday CRM?**

Transfering data and projects between the CRM side and the Project Management side is very easy and saves duplication.

**What do you dislike about monday CRM?**

The deadline system is difficult to use.

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

It helps me keep my prospects organized, email them easily and keep track of the prospect's interactions with my email.

  ### 3. Overall a positive experience.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2024

**What do you like best about monday CRM?**

the custom workflow you can set up with your sales process.

**What do you dislike about monday CRM?**

could have some better views and help with duplicates more

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

it is helping us not lose track of leads, prospects, and when they become qualified.  We know where the client is in the sales process.

  ### 4. Great CRM platform. Easy to configure basic featurex without dedicated IT staff.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Daniel M. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 24, 2024

**What do you like best about monday CRM?**

Monday was ready almost out of the box. We've added integrations and complexity on the fly, but were ready to start using it effectively without a dedicated IT staff.

**What do you dislike about monday CRM?**

It can be buggy. Emails track intermittently with gmail.

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

Coordination amoung dispersed team members.

  ### 5. Easy-to-deploy CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 19, 2024

**What do you like best about monday CRM?**

It was easy to configure the user interface and upload my work. Monday CRM is a solution that does not require any previous experience to start using it, any user feels comfortable within the application. You have a complete overview of the projects and the graphics help a lot to know their status.

**What do you dislike about monday CRM?**

To access the 250+ pre-configured integrations that Monday has, you have to go for the expensive plans. Integrations are not allowed in the most basic plans. The only thing you can do is contact Monday's sales team and negotiate a custom plan.

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

Satisfied customers equal more sales. To maintain the reputation of the agency, it is necessary to maintain healthy relationships with our clients. This requires constant and prompt attention to their complaints and requests. Monday CRM helps us coordinate effectively to ensure a satisfactory response to our clients.

  ### 6. A great CRM to work with!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Noam G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 29, 2024

**What do you like best about monday CRM?**

Monday.com is a versatile and efficient CRM platform that greatly enhances team collaboration and account management. Its intuitive interface and customizable features empower team members to organize and track client interactions seamlessly. With robust task management, communication tools, and integration capabilities, Monday.com streamlines workflows, making it a valuable asset for optimizing efficiency in managing accounts. Overall, it stands out as a user-friendly and effective CRM solution for teams striving to enhance their collaborative efforts and client relationship management.

**What do you dislike about monday CRM?**

While Monday.com is effective for team collaboration and account management, some users might find room for improvement in the user interface. For instance, the preference for a pop-up interface over a long line could enhance user experience, making the platform even more user-friendly and efficient. Despite this, Monday.com remains a valuable tool for streamlined collaboration and client relationship management.

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

It consolidates all relevant data in one platform, mitigating the issue of scattered information across various tools or departments.
The platform facilitates effective task management, helping teams set priorities, assign responsibilities, and track progress.
With automation capabilities, Monday.com reduces manual, repetitive tasks, saving time and minimizing errors. This addresses inefficiencies in manual processes, contributing to a more streamlined and efficient workflow.

  ### 7. Simple and easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** yarden m. | Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2024

**What do you like best about monday CRM?**

Automating the entire sales cycle making my manual work non existent

**What do you dislike about monday CRM?**

There is a limit on how many leads you can store but with simple automations you can bypass it

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

Emailing prospects. 
Reminders. 
Connecting marketing and finance to the sales cycle.

  ### 8. Great CRM! Very user friendly and easy to navigate.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dan E. | Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 20, 2024

**What do you like best about monday CRM?**

Love the way it set up to send reminders and enter updates.

**What do you dislike about monday CRM?**

Sometimes it updates slowly but that could be our internet connection.

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

It solves the issue of having to relay information to the rest of your team all the time.

  ### 9. Brilliant, Fully Customisable CRM - Great for startup's

**Rating:** 4.0/5.0 stars

**Reviewed by:** Fred H. | Operations Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2024

**What do you like best about monday CRM?**

- The Price. You will struggle to find somethign of this quality for a price anywhere near. If you are experienced enough and happy to invest time into automating it yourself, you can end up with a high end CRM for incredibly low monthly fees. 
- Unrivalled User interface makes it an enjoyable and satisfying system to use
- Customisation is so simple. Does take a little bit of time to configure/implement the system the way you need it to work. But once one, you can enjoy a fully customsed system that can be easy updated any time
- The number of integrations with 3rd parties is extensive
- If a function is not offerd, you can often find a workaround with a bit of time
- VERY few and far to come by bugs/unreliability
- Ease at which you can share a page/dashboard with non Monday.com users for easy collaboration outside of your team
- Easy to use Customer Support with AI support as well as ability to speak to a team member very quickly if neccessary
- Easy to access every day regardelss of your setup with the browser, desktop app and mobile App to keep up to date on teh go.

**What do you dislike about monday CRM?**

- It's a fairly young CRM so it still has a number of features to release however really brilliant building blocks, happy to wait
- Marketing functionality is fairly limited
- Creating a one size fits all can sometimes lead to functions not having the same level of depth as you may like
- Does not offer an ATS functionality that would be beneficial for recruitment purposes, such as a search function that can scan documents (CV's)

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

- Multi functional business offerening multiple services. Monday allows us to build each business function seamlessley into one portal with little need to technical expertese and great expense
- Has completely changed the way our business reports and has turned us into a data led organisation

  ### 10. monday.com - a good CRM tool for small and medium businesses

**Rating:** 4.5/5.0 stars

**Reviewed by:** Diana A. | Business Line Manager monday.com, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2024

**What do you like best about monday CRM?**

It's flexible and easy to customize, with a very nice UI.

**What do you dislike about monday CRM?**

It can be improved in the mass email sector.

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

Automation of the sales workflow, keeping track of sales reps activity.

  ### 11. For day-to-day operations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 18, 2024

**What do you like best about monday CRM?**

It quickly adapted to my daily routine, the integrations programmed by Monday worked correctly from day one. Going through the process of connecting with my other applications was simple and took only a few minutes. Monday CRM is a market-leading app that I can trust will not have security breaches. So adding my personal applications was an easy decision for me.

**What do you dislike about monday CRM?**

As every application has its ups and downs, there are times during the day when it feels a little slower. It's frustrating when charts don't load and I can't access customer information. However, I should clarify that this doesn't happen often, and Monday CRM works fine 99.9% of the time.

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

It saves time to have updates on daily operations on a single platform. This way I avoid forgetting things and making a bad impression on clients.

  ### 12. Best Ever Sales CRM Tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rhona D. | Operations Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 03, 2023

**What do you like best about monday CRM?**

It saves our team's timebecause it's very easy to use, super simple. Plus factor is, it's easy to set up, you don't need to be a savvy upfront!

**What do you dislike about monday CRM?**

Nothing that I dislike. It works perfectly for our team, hence, I don't think there's even a bit to dislike about it!

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

We can immediately see where were at by using the tool. It's super helpful in monitoring team's task, cx projects, sales pipeline and etc. Really beneficial, the tasks we do in several hours were reduced thus, making us more efficient.

  ### 13. Very user friendly and intuitive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Philip C. | Chief Operating Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 18, 2024

**What do you like best about monday CRM?**

The simple integration with the Monday platform and outlook for tracking contact communication.

**What do you dislike about monday CRM?**

There really isn't anything that I dislike.

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

Tracking the communication and work we do with outside employers from our Health Care practice.

  ### 14. Build relationships using Monday

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 10, 2024

**What do you like best about monday CRM?**

It is my responsibility to provide good support to my clients. And part of that task involves being in constant communication during the sales and post-sale process. That the client feels supported at all times. And to be aware of those responsibilities, I have Monday CRM, which notifies me when I receive a new message, shows me the development of the projects and allows me to maintain excellent communication with my clients because it has integrations with third-party applications, which enables me to monitor everything from one place.

**What do you dislike about monday CRM?**

I use Monday CRM every day and so far I haven't had any issues with the application. Perhaps the most difficult part is its initial implementation and configuration. However, once that stage is passed, "it handles itself."

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

Monday CRM notifies me if something happens, I don't have to be constantly checking email, LinkedIn, Zoom. It frees me up from those tasks, so I can focus on other tasks related to my work. Like providing at least good support to my clients and serving those interested in hiring our services as well. I would say that for better sales performance, Monday CRM.

  ### 15. Monday.com - A great tool for sales team of any size!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Wine and Spirits | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about monday CRM?**

In my opinion, the interfacing was tremendous. Many CRM platforms offer great tools but lack ease of navigation. Not Monday.com. They kept it simple and easy to learn, almost like plug-and-play. Because of that, it made for a comfortable experience using the software and helped me keep my data organized.

**What do you dislike about monday CRM?**

The only difficulty I found was the lack of integration for exchanging data between programs. Occasionally, I wanted to transfer data from Monday.com to QuickBooks but wasn't able to do that. Additionally, the mobile app seemed to lag at the most unfortunate times. For example, when trying to upload photos and notes, it seemed to take a while before updating to the main workspace.

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

Before using Monday.com, our team lacked the communication necessary to achieve our growth goals each year. Our data wasn't properly stored, and not everyone knew how to use Excel. We saw a lot of holes in our day-to-day business and knew we needed to change in order to become more successful. The biggest issue I had was keeping my leads organized and in one place, and being able to easily add or update data on potential leads and current clients.

By utilizing Monday.com CRM, I've been able to keep all my records in one place and update them as relationships change. The collaboration features on task boards help me know where my colleagues are in their own projects, which allows us to collaborate better.

  ### 16. Sales Executive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 26, 2024

**What do you like best about monday CRM?**

ease of use! Without any training, this software is simple to use

**What do you dislike about monday CRM?**

nothing! I really have been a big fan of Monday CRM because it keeps me super organized

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

Being able to stay organized. And figuring out when i reached out to someone

  ### 17. Monday organizing your innerworld

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Philanthropy | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 22, 2024

**What do you like best about monday CRM?**

I love the creativity of building out the additional information for each "client".

**What do you dislike about monday CRM?**

Still working to learn the software and understanding the best use of all the features for our purpose.

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

Monday is helping organize our "clients" and keep track of coorespondence.

  ### 18. Using Monday to manage grants - very user friendly.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kara T. | Government & Foundation Grants Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 03, 2024

**What do you like best about monday CRM?**

I like that it is a lot more user friendly than other sites like blackbaud. It is easy to navigate and customize.

**What do you dislike about monday CRM?**

not much... I really enjoy it. One unimportant feature that I would like to see is showing all items in one combined list that could be viewed in alphabetical order.

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

we are able to manage our grants by only inputting them once and then being able to mark them as anticipated, submitted, funded, etc.

  ### 19. Great CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alejandra M. | Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 27, 2024

**What do you like best about monday CRM?**

Monday is friendly and an excellent tool for follow ups.

**What do you dislike about monday CRM?**

Not much to dislike, just take all the training available.

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

Follow up and as data base

  ### 20. Very simple workflow management tool!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andy L. | Product Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 15, 2024

**What do you like best about monday CRM?**

I like the simplicity. It did not take a lot to get up and running with some simple task tracking projects.

**What do you dislike about monday CRM?**

While simple, which is great, it seems to lack some of the deeper interconnectovity found in similar products. Other software seems to do a better job working with other communicaitons and asset repository software.

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

It helps to ensure timelines for the "pre-work" are being adhered to properly.

  ### 21. they are a great company

**Rating:** 3.5/5.0 stars

**Reviewed by:** Bradley F. | agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 19, 2024

**What do you like best about monday CRM?**

they are very good, and very helpful for organization

**What do you dislike about monday CRM?**

there search engine is not the best. but other than that it is good

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

keeping my business organized

  ### 22. Super simple and easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 26, 2024

**What do you like best about monday CRM?**

How intuitive it is. Very simple compared to most CRM systems I have used

**What do you dislike about monday CRM?**

Some limited features compared to other CRMs but it is balanced with simplicity

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

Getting all of our customer and sale info into one place

  ### 23. Monday makes Monday's easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 11, 2024

**What do you like best about monday CRM?**

We have everything from our development, sales, marketing, and customer service all on the same platform. All customizable. We haven't integrated external softwares yet but the integrations they offer is amazing

**What do you dislike about monday CRM?**

Sometimes I won't be able to view notes because the system is down.

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

Having all our team on one platform including customer service. No other CRM has good ability to keep customer service on it also.

  ### 24. Makes my job easier and in a organized way

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Motion Pictures and Film | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2024

**What do you like best about monday CRM?**

the fact that all my teammates have the info in anytime

**What do you dislike about monday CRM?**

it will be awesome to have more IA functions

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

orinzed our leads

  ### 25. Feedback on CRM

**Rating:** 3.5/5.0 stars

**Reviewed by:** Grace  J. | Administrative Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2024

**What do you like best about monday CRM?**

it is user friendly, easy to customize & Implement

**What do you dislike about monday CRM?**

not reliable while updating tasks. and eveything gets wonkky at times

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

tracking clients activities

  ### 26. expensive for the solution provided

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ricardo C. | President, Oil & Energy, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 17, 2024

**What do you like best about monday CRM?**

CRM is easy to fill out and building the opportunity pipeline adding memebers to it

**What do you dislike about monday CRM?**

expensive for the solution provided lack of integration for data entry

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

client tracking quote generation opportunity follwo up

  ### 27. A very versatile CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anthony P. | Operations Project Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 17, 2024

**What do you like best about monday CRM?**

Monday CRM allows us to tailor our client database to our needs, very flexible and intuitive allowing us to create a unique set of data that we as a company need to keep track of per project.

**What do you dislike about monday CRM?**

It takes some time to get everything as you need it, a lot of template revisions are needed to make sure everything works.

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

Allows all our client information to be in one place, with project specific details.

  ### 28. One of the good CRM in the industry

**Rating:** 4.0/5.0 stars

**Reviewed by:** Berke K. | Head of Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about monday CRM?**

Simplicity of the product, easy to manage.

**What do you dislike about monday CRM?**

It could be more improved by functionality and UI

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

Track everything regarding the business.

  ### 29. Manufacturing Company CRM Usage

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 26, 2024

**What do you like best about monday CRM?**

Easy to navigate; easy to teach Sales Team

**What do you dislike about monday CRM?**

A few nuances in tailoring it to our company's needs that proved difficult

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

Tracking Sales, Accountability, Monthly projections, streamlined data in one source

  ### 30. The best CRM for beginners

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 22, 2024

**What do you like best about monday CRM?**

The use of automations and forms to distribute follow ups and receive leads.

**What do you dislike about monday CRM?**

Understanding the options and value the CRM tool has over just using the Work Management.

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

Assessing website leads and assigning follow-up actions to the most appropriate team member based on the relevant product.

  ### 31. CRM Automatic and Personalized

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 27, 2024

**What do you like best about monday CRM?**

The automations that I can do in order to personalize the Sales Funnel as much as I want.

**What do you dislike about monday CRM?**

Probably the price could be lower, everything else is great!

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

The main problem is the personalization and the automations that you can not find in other platforms.

  ### 32. Great experience and easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 22, 2024

**What do you like best about monday CRM?**

Ease of use. Layout is clear and simple to follow. Ability to integrate a number of products.

**What do you dislike about monday CRM?**

some issues with the email integration. Also setting follow ups and notifications is not simple and not obvious.

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

organizing customers and follow ups

  ### 33. Monday CRM Evaluation: A Different Perspective

**Rating:** 4.5/5.0 stars

**Reviewed by:** arpit s. | Machine Learning Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 13, 2024

**What do you like best about monday CRM?**

This program is incredibly user-friendly and offers a variety of support options for any questions you may have. There's a wealth of helpful videos that are easily accessible whenever you need assistance. The boards are highly customizable, allowing for versatile project management solutions, which is perfect for keeping our small office connected and informed about ongoing projects.
My experience with Monday has been truly game-changing as it has greatly improved my project management.Monday sales has been very easy to use and its a reliable software to use.It's customer support service is one of the best in the industry.

**What do you dislike about monday CRM?**

While we're still early in our usage of the system, we've noticed that some of the dashboards don't fully align with our preferences.Although Monday provides various plans tailored to different requirements, the pricing tends to be relatively high,especially for smaller teams or startups operating with constrained budgets.

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

Monday sales CRM addresses the challenge of visualizing complex data and processes in a user-friendly manner. It provides customizable dashboards and intuitive interfaces that allow users to create visually appealing representations of sales pipelines,client interactions, and performance metrics.

  ### 34. monday.com is a must have tool for any business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Xander B. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 17, 2024

**What do you like best about monday CRM?**

The flexibility of being able to customize boards, adding new boards and inviting guests to work on projects.

**What do you dislike about monday CRM?**

It can get quite expensive if you add additional apps.

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

With Monday CRM all communication and tasks are synced making it easier to manage your team. It is great that you can also custom build your reporting in minutes.

  ### 35. The Best CRM. I have tried many CRM. Monday.com is the best CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 19, 2024

**What do you like best about monday CRM?**

very user friendly. great Customer Support. Easty Intergration. Sharp Looking Crm make my work very enjoyable.

**What do you dislike about monday CRM?**

I wish they have 1 Seat option. It is best Crm for Team.

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

Sometimes Email doesn't work properly.

  ### 36. Sales at a push of a button

**Rating:** 3.5/5.0 stars

**Reviewed by:** Bourne B. | Business Development Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 22, 2024

**What do you like best about monday CRM?**

Creating prospects into relationships. Fostering new relationships into old.

**What do you dislike about monday CRM?**

Simple easy detailed information at a click of a button

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

Data information analysis easily accessible

  ### 37. I tested the CRM in comparison to Hubspot but felt Hubspot has more features I need & user friendly.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 26, 2024

**What do you like best about monday CRM?**

Lead process/sales process pipeline is the best and automations to slack.

**What do you dislike about monday CRM?**

Non-integrated with OpenPhone felt like integrating with a phone system would be helpful.

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

Not much right now

  ### 38. Easy to use and quick to get started with

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 26, 2024

**What do you like best about monday CRM?**

The CRM is easy to use and quick to get started with

**What do you dislike about monday CRM?**

Not really a dislike as such.  We are early in using the system and find some of the dashboards don't quite reflect what we'd like to see.  We are working with it though to see if we can display the information in other ways

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

It is giving us  a better insight into our pipeline and helping us forecast the business we expect to win.  This will also help highlight training needs and identify where team development and marketing activity can help us continue our growth story as a business

  ### 39. User friendly with tons of informative information available.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jody O. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2023

**What do you like best about monday CRM?**

This program is SO user friendly. If there is anything you have questions about, they have so many ways to help answer your questions. There are tons of videos available that are easily accessable for any help you need. The boards are very customizeable and there are so many things that can be done with just a single board. It is perfect for our small office to keep everyone connected and updated on projects.

**What do you dislike about monday CRM?**

I hate that there is not an undo button so if you accidently remove data or change the wrong line item it is difficult to get the old information back. 

My company utalizes mirror columns and connected boards a good bit, I wish that Monday would work on updates for that process to simplify how you make everything connect and work through multiple boards.

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

Monday has monthly webinars that I really enjoy. They tell you all about the new things that they are adding to Monday and what items they are activily updating etc. This webinar has been super helpful to me because I learn things that I was not aware were possible with Monday.com. It allows me to utalize the system to it fullest potential.

  ### 40. A Project Management Game-Changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2023

**What do you like best about monday CRM?**

I had the opportunity to dive into the world of project management with Monday, and I must say it has been a transformative experience. As someone who juggles multiple tasks and projects simultaneously, finding reliable and intuitive project management software was crucial for optimizing my workflow. Monday not only met but exceeded my expectations in several key areas.

User-Friendly Interface:
One of the standout features of Monday is its user-friendly interface. Navigating through the platform is a breeze, and the intuitive design makes it easy for team members to quickly grasp the system. The customizable dashboards allow for a personalized view of tasks and projects, creating a seamless and efficient user experience.

Versatile Project Tracking:
Monday offers a robust set of tools for project tracking. The ability to create custom workflows, set priorities, and assign tasks has significantly enhanced our team's collaboration and coordination. The visual timeline view provides a clear overview of project timelines, helping to identify potential bottlenecks and ensuring that deadlines are met.

Effective Communication:
Communication is key in any collaborative environment, and Monday understands this well. The platform provides a centralized space for team members to communicate, share updates, and attach files directly to tasks. The real-time collaboration features have streamlined our communication processes, reducing the need for endless email threads and improving overall transparency.

Integration Capabilities:
Monday's integration capabilities are a game-changer. The software seamlessly integrates with popular third-party tools, such as Google Workspace, Slack, and Zoom. This integration has eliminated the need to switch between multiple platforms, saving us valuable time and ensuring that all our project data is in one centralized location.

Customization and Flexibility:
One size does not fit all, and Monday understands that. The platform's high level of customization allows us to tailor our workflows to suit the specific needs of our projects. From custom fields to automations, Monday provides the flexibility required to adapt to the dynamic nature of our work.

Customer Support:
Should any questions or issues arise, Monday's customer support team is readily available and responsive. Their helpful documentation and tutorials make onboarding a breeze, ensuring that our team can quickly harness the full power of the platform.

In conclusion, Monday has proven to be a powerful ally in our quest for efficient project management. Its user-friendly interface, versatile project tracking, effective communication tools, integration capabilities, customization options, and excellent customer support make it a standout choice for teams looking to boost productivity and collaboration. Monday has truly transformed the way we work, and I wholeheartedly recommend it to anyone seeking a comprehensive project management solution.

**What do you dislike about monday CRM?**

Costly Pricing Tiers:
While Monday offers a variety of plans to cater to different needs, the pricing can be on the higher side, particularly for smaller teams or startups with limited budgets. As our team expanded, so did our subscription costs, making it a less cost-effective option for organizations in the early stages of growth.

Limited Reporting and Analytics:
For users who heavily rely on in-depth reporting and analytics, Monday may fall short of expectations. While it provides some basic reporting features, the platform lacks the robust analytics capabilities offered by some of its competitors. This limitation can be a drawback for teams that require more advanced insights into project performance.

Overwhelming Customization:

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

Monday Sales CRM addresses several key challenges commonly faced by sales teams, offering solutions that have tangible benefits for businesses. Here are some common problems that it helps solve, along with the corresponding benefits:

Disorganized Data:

Problem: Managing sales data across various spreadsheets, emails, and documents can lead to disorganization and inefficiency.
Solution: Monday Sales CRM provides a centralized hub for all sales-related information, ensuring that contacts, deals, and communication history are easily accessible and well-organized.
Lack of Collaboration:

Problem: Collaboration issues arise when sales teams struggle to share information and updates in real time.
Solution: Monday promotes collaboration by offering a platform where team members can communicate, share updates, and collaborate seamlessly within the CRM. This fosters a more cohesive and informed sales team.
Inefficient Workflows:

Problem: Manual and time-consuming processes can slow down sales workflows and hinder productivity.
Solution: Monday automates routine tasks, streamlining workflows and saving time. Customizable workflows ensure that the CRM adapts to the specific needs and processes of your sales team, enhancing efficiency.
Poor Pipeline Visibility:

Problem: Without a clear view of the sales pipeline, it's challenging to track deals, identify bottlenecks, and forecast accurately.
Solution: Monday provides a visual representation of the sales pipeline, making it easy to track the progress of deals at every stage. This visibility enables better decision-making and forecasting for sales managers.
Communication Gaps:

Problem: Important communication and interactions with leads or clients can be missed or lost in the shuffle.
Solution: The CRM ensures that all communication is logged and easily accessible within the platform. This eliminates the risk of missing crucial information, leading to more effective communication with clients and prospects.
Limited Insights and Analytics:

Problem: Without robust reporting and analytics, it's challenging to gain actionable insights into sales performance.
Solution: Monday provides reporting tools that offer insights into key sales metrics. Analyzing this data helps sales teams identify trends, assess performance, and make data-driven decisions to improve overall effectiveness.
Adapting to Customer Needs:

Problem: Sales teams may struggle to adapt to changing customer needs and preferences.
Solution: Monday's flexibility and customization options allow sales teams to tailor their CRM to specific customer engagement strategies. This adaptability ensures that the CRM aligns with evolving customer demands.
Difficulty in Onboarding:

Problem: Training new team members on complex sales tools can be time-consuming and challenging.
Solution: Monday offers a user-friendly interface and provides onboarding resources, reducing the learning curve for new team members and accelerating their integration into the sales processes.
In summary, Monday Sales CRM addresses common challenges in sales, offering solutions that enhance organization, collaboration, efficiency, visibility, communication, analytics, adaptability, and onboarding. These benefits contribute to a more streamlined and effective sales process, ultimately improving the overall performance of the sales team.

  ### 41. Excellent for all types of project and customer management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Meredith W. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 16, 2023

**What do you like best about monday CRM?**

Very intuitive, and user friendly. Easy to create boards for individual processes, either from scratch, or by using an available template.  Has helped us streamline and standardize functions that were previously being done differently in every division of our company. Seeing updates or changes in real-time means less confusion and more collaboration.

**What do you dislike about monday CRM?**

Our original subscription included connecting to Outlook for email integration.  Since monday.com produced a separate CRM software, what we were originally paying for as part of our package, is now an additional expense that is out of our budget. It's also difficult to get immediate tech assistance, which delays workflows.  You have to wait (sometimes 24 hours or more) to get support when your software is experiencing an issue, or you need guidance on a more complex subject that isn't readily available in the tutorial library.

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

We can see all interactions with each individual client in one place, with the exception of email messages. Our organization has both a for- and non-profit entity, each with their own separate business functions and processes.  Monday.com was the best option for finding ONE solution to manage both.  Not so specific that it only works for one or the other.  We can customize our workflows, regardless of how different they can be, and view them all in one place.  Allows for great team collaboration, while still being able to lock out other staff who should not have access to sensitive data.

  ### 42. Monday Sales CRM: A Powerful and User-Friendly CRM Solution for Sales Excellence

**Rating:** 5.0/5.0 stars

**Reviewed by:** Weh'yee B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 13, 2023

**What do you like best about monday CRM?**

monday sales CRM stands out among CRM solutions due to its exceptional ease of use, powerful automation capabilities, and vibrant visual interface. Its intuitive drag-and-drop functionality makes it simple to create customized workflows and dashboards, allowing sales teams to streamline their processes and gain valuable insights into their sales performance.

Here are some of the key benefits of using monday sales CRM:

Enhanced Sales Productivity: monday sales CRM automates repetitive tasks, freeing up sales reps to focus on high-value activities like lead nurturing and closing deals.

Improved Lead Management: Capture, qualify, and nurture leads effectively with monday sales CRM's comprehensive lead management features. Track lead progress, identify potential opportunities, and prioritize your efforts accordingly.

Streamlined Sales Pipeline Management: monday sales CRM provides a clear visual representation of your sales pipeline, allowing you to monitor deal progress, identify bottlenecks, and optimize your sales strategy.

Data-Driven Insights: Gain valuable insights into your sales performance with monday sales CRM's customizable dashboards and reports. Analyze sales trends, identify areas for improvement, and make data-driven decisions to boost your sales success.

Superior Collaboration: monday sales CRM fosters collaboration among sales teams, enabling seamless communication, shared ownership of tasks, and real-time updates.

**What do you dislike about monday CRM?**

While monday sales CRM offers a wide range of features and benefits, there are a few areas where it could improve:

Advanced Reporting: While monday sales CRM provides basic reporting capabilities, more advanced reporting features would be beneficial for in-depth data analysis.

Integrations: While monday sales CRM integrates with various popular tools, expanding the range of integrations would further enhance its flexibility.

Scalability: As businesses grow, monday sales CRM may not be able to scale as effectively as some enterprise-level CRM solutions.

Overall, monday sales CRM is an excellent choice for small and medium-sized businesses seeking a user-friendly, powerful, and visually appealing CRM solution. Its intuitive interface, automation capabilities, and data-driven insights empower sales teams to improve their productivity, manage leads effectively, and achieve sales excellence.

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

I've been using Monday Sales CRM for the past year now, and I can honestly say that it has been a game-changer for my business. Before I started using Monday Sales CRM, my sales process was a mess. I was constantly juggling multiple tasks, and I always felt like I was behind. I also had a hard time keeping track of my leads and pipeline.

Since I started using Monday Sales CRM, my sales process has been streamlined and efficient. I've been able to automate many of my repetitive tasks, which has freed up my time to focus on more important things, like building relationships with my customers. I also have a much clearer view of my leads and pipeline, which has helped me to close more deals.

In addition to streamlining my sales process, Monday Sales CRM has also helped me to improve my customer service. I now have a better understanding of my customers' needs and preferences, which has enabled me to provide them with a better overall experience. This has led to increased customer satisfaction and loyalty.

Overall, I am extremely happy with Monday Sales CRM. It has helped me to improve my sales performance, customer service, and overall business efficiency. I highly recommend it to any business that is looking to improve its sales process and customer relationships.

  ### 43. Effortless and Beneficial!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Heather L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 13, 2023

**What do you like best about monday CRM?**

Monday sales CRM has been extremely easy to navigate and they continually update their features to be even more effortless for us. Its features are vast and various. I have been using this for over a year, and I am still finding new features to work with. Plus, they'll send an email every week with updates and tips on how to better my experience with the platform. I am able to integrate our clients and employees onto the platform in a way that is simple for both parties to use. Its implementation features have been simple to learn and use daily. Likewise, any time I have had a question, monday has been quick to respond and assist. We are a small company, and we all use monday every day, for nearly all our work duties. I really couldn't do my job without monday.

**What do you dislike about monday CRM?**

The only downside I have noticed is that when sending an attachment in an email through the template feature on the board, the recipient must download the file onto their computer to view it, rather than that coming up in a pop-up screen. It isn't huge, but my recipients have mentioned this a few times. Other than that, nothing!

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

We are an agency with 30+ clients, and monday is excellent at separating these clients and their individual needs. Likewise, I am able to communicate to my clients and my coworkers entirely through Monday, which is great. The board features have been immensely helpful for organizing our clients and allowing for an easy workflow for us.

  ### 44. The software meets my needs well.

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 30, 2024

**What do you like best about monday CRM?**

I can have integrated communication with other areas

**What do you dislike about monday CRM?**

the software has a lot of delay and becomes slow

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

sales funnel

  ### 45. Great for teamwork

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mariola O. | Project Management Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2024

**What do you like best about monday CRM?**

Easy to use and helps keep team updated. The app lets you create a project plan with dependencies and keep important attachments within each task.

**What do you dislike about monday CRM?**

Integrations with other apps can become cumbersome. But for a small or medium PMO is works well.

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

It helps keep track of issues, delegate within our team and keep important documents within each issue.

  ### 46. The program is very efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 26, 2024

**What do you like best about monday CRM?**

I love that I can set up automtics and it has reminders.

**What do you dislike about monday CRM?**

I have not found anything I do not like yet.

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

There are several users and we all stay on track.

  ### 47. Makes sales easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mikayla L. | Content Strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2024

**What do you like best about monday CRM?**

I don't work directly in sales, but Monday sales CRM makes it easy for me to take on sales tasks and have full visibility of what our sales team is working on.

**What do you dislike about monday CRM?**

Doesn't allow for much integration of external software

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

It gives the entire team sales visibility.

  ### 48. Good experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Havovie S. | Project Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 03, 2024

**What do you like best about monday CRM?**

monday's easy to use lay out and customer support is very good. I like how the pages are laid out and navigation is super easy.

**What do you dislike about monday CRM?**

Nothing! it's a great product with great features and integration is easy! I don't know why anyone would not be able to utilize this product for their business!

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

track customers date and information. host all information in an organized fashion.

  ### 49. Incredible product! Absolutely love monday CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Frank M. | Transaction Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 03, 2023

**What do you like best about monday CRM?**

Ease of use, real-time data collaboration between the team, and great functionality

**What do you dislike about monday CRM?**

Some fields cannot be customized, which I would prefer to change

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

Organizing all ongoing and potential deals and deadlines for each deal

  ### 50. Time management, project management, and data base control

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about monday CRM?**

I used monday.com for a couple of years, I enjoyed how easily lt was to manage a project and generate a view that works best given what you have to do. Statuses are the best, and features like automations that require no code, helped me a lot to keep my data updated so that nothing is forgotten.

**What do you dislike about monday CRM?**

To heavy for RAM memory as it took ages to load back when I used multiple tabs with them

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

The ease of adding integrations to it help us send automatic emails triggered by statuses which helps our communication with users


## 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=9&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-06-30+12%3A26%3A37+-0500&secure%5Bsession_id%5D=5bf49a92-90d8-4335-927a-0cb52533ccde&secure%5Btoken%5D=8501b29a256361a8a081eeb5446392b171e784a8e9406a05553c2d03432cadb2&format=llm_user)
## monday CRM Integrations
  - [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)
  - [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 &amp; 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 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 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)
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
  - [RingCX](https://www.g2.com/products/ringcx/reviews)
  - [Salesforce Backup &amp; 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)
  - [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)
  - [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 (24,648 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,247 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,029 reviews)

