--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1262 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: 1262 scale: '5' date_modified: '2026-07-12' 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:** 1,262 ## 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. Brilliant Workflow Management **Rating:** 4.5/5.0 stars **Reviewed by:** Phil D. | Ecommerce Technical Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** Easy of data collection. Reports built really quickly and across multiple boards UX is great and easy to use The automations make workflows much more efficiant **What do you dislike about monday CRM?** There are limitations within certian boards in the way that I have set it up The reports can be slow to load once you are pulling data across boards **What problems is monday CRM solving and how is that benefiting you?** Real time data insights Workflow automations Visually appealing comapred to sheets ### 2. Review of Monday.com CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **What do you like best about monday CRM?** Monday.com allows users to create highly personalized workflows with drag-and-drop functionality. The flexibility is ideal for tailoring the CRM to specific business needs, from lead tracking to customer support. **What do you dislike about monday CRM?** While basic functionality is intuitive, setting up advanced workflows and automations may require a bit of a learning curve or help from Monday.com’s support team. **What problems is monday CRM solving and how is that benefiting you?** By integrating with tools like Outlook, Gmail, and Excel, monday CRM allows users to effectively centralize pipelines. This integration facilitates seamless data storage and management for each lead, enhancing organisation and accessibility. ### 3. Simple & Clean **Rating:** 4.5/5.0 stars **Reviewed by:** Michael N. | Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2024 **What do you like best about monday CRM?** The ease of looking at the information gives me a quick overview of project statuses. It also allows for easy integration of Google documents which gives more depth to the projects where the overall board is enough for stakeholders. I think the ability to split the tasks and make subtasks is also helpful to show progress without losing sight of the overall project. **What do you dislike about monday CRM?** I think there should be an easier way for the notifications to be modified so they are not all standard (i.e different forms of distribution/times/customization). Not a huge feature, just something I would like to see. **What problems is monday CRM solving and how is that benefiting you?** It is allowing for transparency from my team to the higher ups and stakeholders. ### 4. Unbelievably flexible and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler M. | Implementation Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about monday CRM?** On top of being a fully capable CRM, you get to use monday's project/task management backbone. Different than most CRMs which are just a CRM-monday lets me close a sale and seamlessly transition to post-sales project. Easy to learn and implement. **What do you dislike about monday CRM?** Lacks some marketing data capabilities like clickthrough and UTM tracking for leads **What problems is monday CRM solving and how is that benefiting you?** They are constantly rolling out new features to remain competitive, currently a heacy focus on AI to reduce manual work. ### 5. Upcoming CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Eric D. | Business owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** I like the customizable'ness about it. I also like the 'Workflow' function. **What do you dislike about monday CRM?** I do not like that we cant have an 'out of box' texting or calling feature. I also do not like that we can't create group of item templates and have the 'auto' generated from an automation. **What problems is monday CRM solving and how is that benefiting you?** The ability to manager all of my projects and my sales at the same time. ### 6. Great experience with great API **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** December 22, 2024 **What do you like best about monday CRM?** Customer support is excellent, responses usually within the hour. Easy to set up an easy to use. API is also easy to use and integrate with other software. **What do you dislike about monday CRM?** Limited in some ways like with custom board permissions - per user. **What problems is monday CRM solving and how is that benefiting you?** Tracking group emails so there's transparency among the team and everyone can work together. Setting up workflows so it's easy to train new users into their role, and it flows easier. ### 7. Monday for restoration construction **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan C. | Boutique Home Flipper, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **What do you like best about monday CRM?** Ease for customization, you can make it do anything you want to suit your needs **What do you dislike about monday CRM?** CRM is a little clunky. Would prefer it to I Be easier to use. I think too many customizations is the problem here. **What problems is monday CRM solving and how is that benefiting you?** One stop shop for everything including bulky mailing ### 8. Monday.com takes your Monday blues away **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel C. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2024 **What do you like best about monday CRM?** User friendly, keep everything in one place and ability to have add on application **What do you dislike about monday CRM?** Sometimes there are too many features and can be quite overwhelming. **What problems is monday CRM solving and how is that benefiting you?** Not only keeping track leads in a systematic fashion in sales but also have other abilities to steramline operations ### 9. Best CRM that i have tried **Rating:** 5.0/5.0 stars **Reviewed by:** Sergio M. | Director of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2024 **What do you like best about monday CRM?** The integrations, plus be able to connect all the boards from my team (Sales, Costumer Support, Marketing, etc) **What do you dislike about monday CRM?** There is nothing that i dislike from Monday CRM **What problems is monday CRM solving and how is that benefiting you?** It is solving integration problem with had and work managements ### 10. Scalable, Engaging, and Constantly Evolving **Rating:** 5.0/5.0 stars **Reviewed by:** Matt R. | AM, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2024 **What do you like best about monday CRM?** Emails and activities, AI review and formula builder, easy automations, integrations with tech stack **What do you dislike about monday CRM?** The biggest frustration is the inconsistent loading speeds. **What problems is monday CRM solving and how is that benefiting you?** Sales Team management, cold prospecting, follow ups, contract sending and recieving ### 11. Monday CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** Monday CRM is very user friendly with a lot of automation options, and the support team is very helpful. **What do you dislike about monday CRM?** It took some time to figure out some of the automations, but once I got support staff to help me, that was fine. **What problems is monday CRM solving and how is that benefiting you?** Managing our database of leads and being able to quickly look up the current status of a lead as well as recent communication with the sales team ### 12. Good CRM for sales proffessionals **Rating:** 4.0/5.0 stars **Reviewed by:** Andre F. | Sales consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about monday CRM?** The dashboard is very clear and you have a good overview **What do you dislike about monday CRM?** Sometimes the mobile app doesnt work properly **What problems is monday CRM solving and how is that benefiting you?** Monday is helping me with maintaining an overview on ongoing leads ### 13. I have enjoyed the organization box has created for the estimating side of things at Salem **Rating:** 4.0/5.0 stars **Reviewed by:** Victor S. | Estimator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2024 **What do you like best about monday CRM?** I like best that it has an app where i can be notfied the instance i am tagged to an assingment **What do you dislike about monday CRM?** Not to much to say i do not like about CRM. **What problems is monday CRM solving and how is that benefiting you?** It is solving alot of the communication issues between departments. ### 14. User friendly and no nonsense Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Sharath K. | Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 04, 2024 **What do you like best about monday CRM?** Trust me, when I first started using Monday CRM it took me some time to customize workflows to business processes. However, the platform is very visually appealing and also intuitive.After using Salesforce for quite some time, this was a breath of fresh air. I also like the integrations with teams that makes it a centralized platform and saves time. I also tested Monday CRM for its project management capabilities and was able to allocate resources efficiently. I found the Customer Support to be easy to deal with and a fairly resourceful. However, their support articles are pretty handy to fix simple issues.Our team was able to use it frequently and we rely on it for smooth operations and planning workflow. So, if your team is planning to use a CRM solution that is easy to implement and be onboarded quickly, this is a good application. **What do you dislike about monday CRM?** Its advanced features are a bit tricky for new users to grasp. Don't get me wrong. the platform is easy to navigate, but certain intricate functionalities may need guidance or assistance. Moreover the cost structure might be a tad high for businesses or startups particularly when they require access to premium features. Nevertheless the advantages and capabilities of Monday CRM generally surpass these issues making it a valuable choice for companies, in search of a CRM solution. **What problems is monday CRM solving and how is that benefiting you?** Project management, Customer relationship management ### 15. Recommendation of CRM to individual sellers or sellers with their first experience using CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Paulette A. | Account Development Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2024 **What do you like best about monday CRM?** For me it is very user-friendly and manage for a seller or user who has no previous experience with CRM or is at a beginner level. The design is visually pleasing and extremely intuitive. In addition, it has many customization opportunities to adapt to the user's needs, whether very basic or advanced. **What do you dislike about monday CRM?** What I didn't like was that it didn't give me the option to open accounts per client where I could plan future activities and give me notifications that I had to do those activities. **What problems is monday CRM solving and how is that benefiting you?** Monday allowed me to create databases of sales prospects with information pertinent to each client. It could also include other types of activities that had been carried out such as calls, emails or visits. What it didn't allow me to do was elaborate on those points of contact. Likewise, it helped me when my boss asked me for lists of potential clients or any other filter such as impacted clients, called clients, etc. I also got to use the functionality of including sales projection per client, which I used as a pipeline with my boss. ### 16. Monday is excelend tool for small and middle size company **Rating:** 4.5/5.0 stars **Reviewed by:** Jelena M. | Sales and Marketing Asisstant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** Its easy to automations, use, going between different boards and items. Also, I like to easier create items and add necessary colums. Easy to crate new board, access and to implement. A **What do you dislike about monday CRM?** Its not for B2B companies, which have complexity scope and propose. **What problems is monday CRM solving and how is that benefiting you?** Reporting is good because you can create by yourself. Besides that, its helpful to infom the other team member also to restrict information. ### 17. A Must-Have Product **Rating:** 5.0/5.0 stars **Reviewed by:** Justin N. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2024 **What do you like best about monday CRM?** What I like best about Monday CRM is how easy it makes tracking leads and managing leases. The automation saves us a ton of time, and everything we need is in one place. It’s helped us stay organized and fill units faster. **What do you dislike about monday CRM?** What I like least about Monday CRM is that it can get a bit overwhelming with so many features, and sometimes it takes a while to set up everything just right. Plus, it can be pricey, especially for smaller teams. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps us keep track of leads and manage leases all in one place, which means we don’t miss any follow-ups and stay organized. The automation saves us a ton of time on repetitive tasks. Overall, it helps us fill units faster and keeps things running smoothly, even if setting it up can be a bit overwhelming at first. ### 18. Great solution for small to mid size businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Heather S. | Product Manager - Legal, Compliance, and Risk, Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2024 **What do you like best about monday CRM?** Monday CRM allows for customizable workflows and automations to seamlessly move you through the lead generation process. It has a pre built workflow that takes the "think work" out of it so you can plug and play. It is a great alternative to the more expensive options available! **What do you dislike about monday CRM?** The down side to this CRM is that it is difficult to modify the existing workflow if you have a different process. Other than that, the product is great! **What problems is monday CRM solving and how is that benefiting you?** We had a small group that had no way of tracking their leads and clients. Monday.com CRM provided the exact solution they were looking for in terms of functionality, visually, and reporting. ### 19. Organization for Productivity! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffrey D. | Branch Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** The abilit to create a platform to help organize EVERYTHING that you are working on. As a sales leader who also has to step in on operations on a sporadic basis, Monday allows for me to create processes that help both sides. **What do you dislike about monday CRM?** There's almost TOO much ability to change things (lol) to where an over-thinker like myself might spend too much time making changes until perfection is achieved, which I almost never actually feel like I've achieved. In other words, I dislike my idiosycrasies more than Monday! **What problems is monday CRM solving and how is that benefiting you?** On-boarding of new clients and tracking commissions. ### 20. Intuitive, functional contact management system **Rating:** 5.0/5.0 stars **Reviewed by:** Jen M. | Senior Account Executive, Brand Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2024 **What do you like best about monday CRM?** It keeps track of deals and communication in a turnkey, easy-to-use format. **What do you dislike about monday CRM?** less sophisticated then previous CRMs I've worked with. **What problems is monday CRM solving and how is that benefiting you?** centralizing communication, and lead tracking ### 21. Monday is concise, precise and proactive and has a very user-friendly interface **Rating:** 5.0/5.0 stars **Reviewed by:** Ananya U. | Marketing Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2024 **What do you like best about monday CRM?** I enjoy the usability that Monday has, and additionally, how one is on the basis of their organization, requirements etc., is able to curate the CTA buttons! **What do you dislike about monday CRM?** When I used Monday for automations about 5 months ago for a different project, sometimes It would remove and delete the inputs that I had built out there and I'd have to dig through the deleted and archived boards to find my data there, also, would be more user friendly if there was a way to undo the deletion of something on monday! **What problems is monday CRM solving and how is that benefiting you?** Automations, social-media management and project management! ### 22. Great CRM for managing Sales Communication and lead flow **Rating:** 4.5/5.0 stars **Reviewed by:** Bhishm S. | Business Head, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about monday CRM?** Clear workflow and easy to use Can maintain inhouse as well as vendor process and communication Can easily check daily progress Define timelines for a certain process Application available on phone makes it easy to implement Great support **What do you dislike about monday CRM?** Nothing much can take time in beggining to understand **What problems is monday CRM solving and how is that benefiting you?** Maintain communication and sales process with vendors and internal team ### 23. Monday.com is the best work app **Rating:** 4.0/5.0 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?** Monday.com CRM helps make our work easier to track and we can incorporate multiple workflows and tasks at the same time. It gives us email notification of our current tasks at hand. **What do you dislike about monday CRM?** Sometimes when using multiple windows, it slows down my mac. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM organizes everything properly and makes checking details and tasks easier to accomplish and track. ### 24. Monday.com has helped us track our sales process more accurately than other systems. **Rating:** 4.0/5.0 stars **Reviewed by:** leah s. | Marketing & Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** It's fairly easy to use & change as we go. **What do you dislike about monday CRM?** I find the reporting complicated, clunky & missing some things I'd really like to see **What problems is monday CRM solving and how is that benefiting you?** Monday.com has been a game changer with us tracking our leads and our outstanding proposals for clients. It's kept us on track for reaching our goals. ### 25. Manage projects with Monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole M. | Account Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about monday CRM?** It integrates with a wide variety of apps. Plus, it's very easy to install the extensions - it takes just a couple of minutes. It's a very easy-to-use work tool that my clients feel comfortable using while we review their projects. **What do you dislike about monday CRM?** The price is a bit prohibitive as you increase the number of users per month. However, in our agency we have found a balance that suits us financially speaking. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM has more than 200 integrations already available and ready to install. This makes it easier for the tools used by our clients to already be available on the platform for quick integration. This way we speed up customer service, listen to their concerns and carry out our work quickly and easily. ### 26. Intuitive Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** To date, it has been relatively easy to use and the automations have been real time savers. It is easy to invite team members to use the platform along with me and to have as many different views as needed. **What do you dislike about monday CRM?** I would like more real-life examples of some of the integrations that are used. I know Monday can not endorse any 3rd-party solutions, however, it can get a little nerve-wracking knowing what is truly a trusted site. **What problems is monday CRM solving and how is that benefiting you?** Tracking recruiting pipelines, then potential for continued engagement and drip campaigns. ### 27. Brilliant CRM system! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about monday CRM?** Monday.com is the best CRM system that I've used and I use it every day. It's straight forward and easy to use - very modern. The colour coding and labelling functions make it very easy to keep organised. If I've ever had any issues, the customer support resolves them swiftly. **What do you dislike about monday CRM?** Sometimes when there's too many 'instructons', the website crashes. **What problems is monday CRM solving and how is that benefiting you?** It's helped us to organise the business and streamline our processes. ### 28. Helped our organization to build a CRM that works for us **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** really like the templates monday provide and it helped us kick start and see what and where we need optimization **What do you dislike about monday CRM?** it would be great if the elemenst in clients can be used other boards too. Felt that was lacking. Also, integration google workspace **What problems is monday CRM solving and how is that benefiting you?** it helped us with building a CRM for an engineering company with mosly WFH employees ### 29. Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about monday CRM?** Execution of order and feedback from customer. **What do you dislike about monday CRM?** Little bit confusing and must have demo. **What problems is monday CRM solving and how is that benefiting you?** Tracking of sales and production ### 30. Monday.com has created a feature-packed, easy-to-use CRM. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** Monday.com is easy to use and providers users with a ton of features, including automations to streamline tasks and communications. Their customer support team is very helpful whenever issues arise. **What do you dislike about monday CRM?** There have been glitches with certain widgets and the Sequences feature. **What problems is monday CRM solving and how is that benefiting you?** Monday.com helps us streamline tasks and keep track of customer leads, sales performance, etc. ### 31. Highly visual and easy to navigate! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about monday CRM?** Highly visual and easy to navigate. I like the reminder to follow up I like the simplicity and options to celebrate wins and track losses - all very helpful better than competitors we have ried before **What do you dislike about monday CRM?** nothing in particular I dislike about Monday **What problems is monday CRM solving and how is that benefiting you?** keeping track of enquiries, we are busy team involed in sales and production - and keeping people accountable for folllowing up leads. ### 32. Monday Crm has made workflows much easier with automations , filters come in handy when needed . **Rating:** 4.5/5.0 stars **Reviewed by:** Debt C. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **What do you like best about monday CRM?** The automations make work easier to manage **What do you dislike about monday CRM?** limitations on number of automations per board and cost **What problems is monday CRM solving and how is that benefiting you?** Keeping clients up to date with their progress with the company ### 33. Intuitive, quick and simple **Rating:** 4.5/5.0 stars **Reviewed by:** Tomas L. | Logistics / Tech Support, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **What do you like best about monday CRM?** Board like style and functions are great for an "excel" person **What do you dislike about monday CRM?** It's laggy in Safari. I've to use it in Google Chrome. **What problems is monday CRM solving and how is that benefiting you?** Order Management. Transaction history. Actual. ### 34. visually engaging tool which integrates CRM with project management. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about monday CRM?** User-Friendly Interface making it easy for teams to use. highly customizable for businesses to their specific needs. Integration easily with a variety of tools like Slack, Gmail, Outlook, Zoom, and Salesforce. Automation tools available that can save time by automating repetitive tasks, sending reminders, or updating statuses. **What do you dislike about monday CRM?** The level of customization might feel overwhelming or unnecessary for teams looking for a simple solution. Lower-tier plans come with restricted file storage, which might be insufficient for some business **What problems is monday CRM solving and how is that benefiting you?** robust project management and collaboration tools, such as file sharing, team updates, and real-time notifications. ### 35. 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. ### 36. 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. ### 37. 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. ### 38. 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. ### 39. 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. ### 40. 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. ### 41. 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. ### 42. 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. ### 43. 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 ### 44. 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. ### 45. 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. ### 46. 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. ### 47. 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. ### 48. 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. ### 49. 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. ### 50. 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 ## 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=10&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-12+14%3A57%3A28+-0500&secure%5Bsession_id%5D=2c41d692-71e2-4929-8606-a344593e1d34&secure%5Btoken%5D=e5a4c52167bd263a96f91399f47478ff76abe9a30ea6a12981688985803b7138&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 (24,664 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,262 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,042 reviews)