--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1241 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: 1241 scale: '5' date_modified: '2026-07-09' 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:** 1,241 ## 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. Programmable automations that I didn't find in any other product **Rating:** 5.0/5.0 stars **Reviewed by:** Rodrigo G. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** The most useful thing is the ability to program automations, something I haven't found in another product. **What do you dislike about monday CRM?** Perhaps the cost is not the cheapest on the market, but its features are worth it. **What problems is monday CRM solving and how is that benefiting you?** It allows me to track my Leads over time, with colors I can quickly identify when a client has not been contacted. ### 2. Improved Organizational Skills at Work **Rating:** 5.0/5.0 stars **Reviewed by:** Paola G. | Workplace experience coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Getting better organizational skills at work. **What do you dislike about monday CRM?** The sidebar organization can sometimes feel like a lot for me. **What problems is monday CRM solving and how is that benefiting you?** My business problem was that we were using emails, Post-its, texts, and pretty much everything else just to keep everything in mind. Now we’re simply using Monday, and it’s much easier to stay on top of things. ### 3. Effortless Team Collaboration with monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Carol D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I like that monday CRM gives me insight into how my team works together. It solves the need to be in person for everything, which is really helpful in collaborating with other writers. I enjoy that I can see who is working on what and when they've been logged in working. As this is the first CRM we are using, we really enjoy it. The initial setup was very easy, and everything we've done with monday CRM seems to be working well for me. **What do you dislike about monday CRM?** NothingI love it! **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to collaborate with other writers, which solves the need to be in person for everything. I like seeing who is working on what and when, giving me insight into how my team works together. ### 4. Connected Dashboards and Automation That Keep Everything in Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Everything is connected, so I only need to update fields in one place. There are connected dashboards that bring everything together in a neat summary page. I like the automation features. **What do you dislike about monday CRM?** Learning how everything is connected can be tricky. For example, my teammates built our connected dashboard and learning which fields are connected to where is a bit difficult. But once you learn it, it stays in tact. **What problems is monday CRM solving and how is that benefiting you?** Workflows are updated manually and reliant on word of mouth, but with the monday CRM, everything moves automatically and notifications are triggered. ### 5. Powerful Yet Challenging to Implement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about monday CRM?** I like using monday CRM as it serves as our central hub for all operations. It effectively integrates all of our systems, making it extremely powerful for tasks like time tracking, production line tracking, project tracking, and scheduling. I appreciate how broadly it integrates into everything and how customizable it is for very specific tasks. The platform's ability to provide vast complexity within a simple user interface is impressive, making it a shared work platform for our whole team. **What do you dislike about monday CRM?** It takes an enormous amount of front end work to get set up. You need a very high degree of understanding with how the graphite queues work and the APIs, and even with what integrations they offer in their marketplace, they tend to be very expensive. It's simply not well guided; they could help businesses implement it. Additionally, with their seats, it's a very large limitation for the small scale where you have different tiers for the plan, like a three-seat plan or the next tier, I believe, is five seats, and then the next tier from there is 10 seats. They're in these kind of bundles, not by the seat. The enterprise plan, which is their top tier plan, is extraordinarily expensive and not practical for any small business. The block limitations instead of just making it invisible are like constantly creating these, like, oh, I'm trying to use whatever tool, then it basically just tells you you need to upgrade, and it's not even remotely close to possible to upgrade, especially for a small business. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for client and lead data collection, project estimating, and accounts management. It integrates seamlessly into our systems, acting as a central hub for operations, making it incredibly robust and useful for our team. ### 6. Monday CRM Makes Client Data Easy to Find and Navigate!! **Rating:** 5.0/5.0 stars **Reviewed by:** Genesis C. | Case Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** It is very easy to navigate and when I need anything regarding client dates and numbers it is easily accessible to me. **What do you dislike about monday CRM?** There is nothing I dislike about Monday CRM. **What problems is monday CRM solving and how is that benefiting you?** It is making easy to access things I would otherwise have to walk to the file room to get. ### 7. Simplified Project Tracking, Needs Search Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Jim A. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that monday CRM is easy to use. It's really easy to plug in information and track it, which simplifies managing project details. **What do you dislike about monday CRM?** Sometimes I go to search for certain projects in it, and if I'm not searching in a specific way, I might not find it. So just a work in progress, I'd say. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track progress on large projects, keeping detailed records of repairs and work done. It helps me provide clear, organized information, making complex processes much easier. ### 8. monday CRM: Boosts Visibility and Streamlines Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Desiree M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** I absolutely love the emails and activities feature of monday CRM, which automatically tags emails to clients and leads, making tracking incredibly efficient. This automation, combined with the AI features, helps me extract crucial information like follow-up dates and important details effortlessly. The Workflow Center is another standout feature, offering enhanced automation akin to having if-this-then-that statements that propel my work forward and prevent stagnation, ultimately saving both time and money. In my role as both a freelancer and Director of Sales, these features significantly boost my productivity by keeping communications streamlined and organized. Additionally, despite using it for both individual and team purposes, the initial setup was straightforward due to my extensive experience with monday products, making integration seamless. **What do you dislike about monday CRM?** I find the quotes and invoices feature of monday CRM lacking. I wish it had the ability to automatically pull in products from the deal. For instance, if I have a column or subitem for each product associated with a deal, I want the quotes tool to recognize and utilize that data. Currently, I have to start from scratch when using this tool, which is inefficient. **What problems is monday CRM solving and how is that benefiting you?** I find monday CRM enhances visibility into deals, streamlines communication by avoiding data silos, and automates workflows to keep projects moving smoothly, saving time and money. ### 9. Task Manager That Helped Improve Our Business **Rating:** 4.0/5.0 stars **Reviewed by:** Josh V. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** We use the task manager which really helped us improve our business so we swapped our CRM to Monday as well **What do you dislike about monday CRM?** The automations are very clunky and can be charge to integrate with other software pieces **What problems is monday CRM solving and how is that benefiting you?** Easy of use and visibility across different customer stages ### 10. Fast Learning Curve, Even Faster Results **Rating:** 4.0/5.0 stars **Reviewed by:** Rodney F. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The learning curve is extremely fast, and the results even more so. **What do you dislike about monday CRM?** Some features I consider basic are only available in the most expensive module. **What problems is monday CRM solving and how is that benefiting you?** We use it to solve the "God problem" and also for project tracking. It’s not that good for projects. ### 11. Memory-Heavy Tabs Cause Freezing, and Expanded Details Won’t Stay expanded permanently **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** easy to use, have not tried integrating it with Playwright yet, The tabs use too much memory hence too slow and freezes mostly, the sections are not expandable to stay! **What do you dislike about monday CRM?** The tabs opened in the browser for Monday.com are using too much memory and due to that it's too slow and freezes mostly, the details boxes do not stay expanded, hence very hard and annoying to see the data there! **What problems is monday CRM solving and how is that benefiting you?** getting the tickets where automation works, which is good ### 12. Monday Makes Team Planning and Automation Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin M. | Pastor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Monday helps me organize my team and our weekly activities more easily, and the automation features make it even smoother to manage everything. **What do you dislike about monday CRM?** Can get a bit bigger down with lots of data. **What problems is monday CRM solving and how is that benefiting you?** Huge workflow processes have been simplified ### 13. Flexible, Visual CRM That Makes Tracking Leads and Deals Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Filippo T. | CTO & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2026 **What do you like best about monday CRM?** What I like most about Monday CRM is its flexibility and visual approach to managing customer relationships. The boards and customizable workflows make it easy to track leads, deals, and follow-ups in a way that fits my process. **What do you dislike about monday CRM?** While Monday CRM is flexible and visually intuitive, it can sometimes feel overwhelming due to the number of options and settings. Customizing boards and automations can take time, especially for complex workflows. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM solves the problem of keeping track of customer interactions, leads, and sales pipelines in an organized and centralized way. Instead of relying on scattered spreadsheets, emails, or manual follow-ups, everything is managed in one platform. ### 14. Efficient and Customizable Centralization with Monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Pedro N. | COORDINADOR DE SERVICIO AL CLIENTE Y EJECUTIVO DE CUENTA, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about monday CRM?** I love that monday CRM is highly customizable, which allows it to adapt to the specific needs of any company. This is especially valuable because it offers me the flexibility to adjust the information of each contact according to the focus and needs of my organization, which is dedicated to market research. The ability to add fields and separate by types of methodologies is essential for our workflow. Additionally, I find that the initial setup process is relatively user-friendly, which facilitates integration into our daily operation. **What do you dislike about monday CRM?** One of the things I dislike about Monday CRM is the lack of proper restrictions or locks, which allows contacts to be deleted by any user. This can pose a security issue or inadequate information management. Additionally, I find that making adjustments from scratch, especially when customizing contact rules, can be complicated and not as intuitive as would be ideal. **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM to organize leads coming from the web, save time on organization, and connect areas of the company through a centralized tool. ### 15. Easy No-Code Setup and Flexible Parameters **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The fact that it’s a no-code software makes it very easy to set up and adjust the parameters. **What do you dislike about monday CRM?** The price is very expensive. And if you want more features, like Monday Vibes, you have to pay extra. Monday Vibes should be included. Another issue is generating documents from the data in the lines; we currently have to use an external tool to do that. **What problems is monday CRM solving and how is that benefiting you?** it allow us to manage our projetcs and to plan them. ### 16. Best Way to Stay on Top of Team Communication and Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Holly D. | Marketing and Sales Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about monday CRM?** While managing a team this was the best way to stay on top of communications and make sure tasks were not going unnoticed. **What do you dislike about monday CRM?** I wish there was a smaller fee for those that don't use all the features or have smaller teams of just 2-3 people. **What problems is monday CRM solving and how is that benefiting you?** Keeping on top of all the day to day tasks between team members is easy and clear using Monday. ### 17. Monday CRM Keeps Us Highly Organized with Automated, Streamlined Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** Monday CRM has made our company highly organized. We have been able to automate and streamline many of our workflows. Rather than us chasing information, Monday CRM reaches out to folks who we need information from and returns it to us. In addition, we have been able to harness so many of the details that drive our business and instead invest the time growing our business. We use Monday CRM everyday. **What do you dislike about monday CRM?** I wish Monday CRM had better structure around their email templates. Updating templates is cumbersome because there is no "list" of templates that you can access to edit easily. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM has replaced so many spread sheets that were lists of details we track to make our business run. Now those spread sheets are built into Monday CRM and are interactive among our entire admin team. Collaboration has been a key issue that Monday CRM has solved for us. ### 18. Easy to Use and Simple to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Easy to use. I was hesitant at first, but within 5 minutes of using, I saw how simple it is to navigate. **What do you dislike about monday CRM?** When I send emails from the CRM, the bottom of the email has a HUGE Powered by monday.com CRM tag at the bottom. It's too big in my opinion. **What problems is monday CRM solving and how is that benefiting you?** Reminding me when I need to circle back on items or visits to customers!! No more paper notes everywhere. ### 19. Simple, Visual, and Customizable CRM That Keeps Teams on Track **Rating:** 5.0/5.0 stars **Reviewed by:** hema s. | Sr. Accounts Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is its simple and visual interface that makes managing leads, tasks, and team collaboration very easy. It is customizable, user-friendly, and helps teams track work efficiently in one place. **What do you dislike about monday CRM?** One dislike about monday CRM is that some advanced features and automations can feel limited or become expensive in higher plans. It may also take time to set up complex workflows properly. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM is solving a few big problems for me: it centralizes all my customer data ### 20. Intuitive Software with Excellent Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Jackie H. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I like the templates that were created and provided at start up. The software is intuitive and easy to work with. Being able to import the contacts from our ERP system into monday was very useful. **What do you dislike about monday CRM?** The fact that every user is a paid seat. I wish there were tiers for the different levels of users. People who do the bulk of the work pay a higher tier, people who just change a status, etc would be a lower tier. In the dashboard view, I don't like that we can't use formulas to display numbers. There are also other limitations like data populated by other boards don't always work well. **What problems is monday CRM solving and how is that benefiting you?** Before monday we did not have visibility between our different sales staff and we did not have any type of tracking on what percentage of deals were won vs. lost or why they were lost. We have much better transparency in our sales department now. ### 21. Simple, visual and perfect for team collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Elina C. | Business Support Administrator, Architecture & Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I really like how intuitive and easy monday CRM is to use – it’s very visual and straightforward, so our whole team can jump in without much training. I love that we can all collaborate in real time, track every stage of our leads and clients, and see at a glance who’s responsible for what and what’s coming next. The custom boards, automations and updates keep everyone aligned, reduce back-and-forth messages, and make it much easier to stay on top of our pipeline. **What do you dislike about monday CRM?** The only downside for me is that I feel the CRM has a lot more potential than we’re currently using, and we’re probably just scratching the surface with the basic features. I wish I had deeper knowledge of the more advanced tools, especially around integrations and more complex automations. I guess I would love to see more step-by-step guides to help unlock that extra functionality. **What problems is monday CRM solving and how is that benefiting you?** As an architectural studio, we find that monday CRM provides us with a clear and centralised overview of all our leads and clients, ensuring that nothing gets lost in emails or scattered across random spreadsheets. It addresses the challenge of managing multiple projects and stages simultaneously by enabling us to track the status of each enquiry, proposal, and active project, as well as identify who is responsible and what the next steps are. The email tracking feature is particularly valuable, as it allows us to see whether clients are opening our messages and how engaged they are, which in turn helps us prioritise follow-ups and improve our communication. Overall, monday CRM has reduced miscommunication within our team, given us greater visibility into our workload, and made our client and project management far more organised and proactive. ### 22. Easy to use, excellent features **Rating:** 4.5/5.0 stars **Reviewed by:** Katie S. | Corporate Sales & Event Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2022 **What do you like best about monday CRM?** The 24 hour customer service feature is amazing - zoom calls with the help centre have ensured I set up my CRM to perfectly suit my business **What do you dislike about monday CRM?** It would be useful if you could integrate your Google calendar onto the system for all members to share meeting info **What problems is monday CRM solving and how is that benefiting you?** I run a catering company and it is great that all my upcoming orders and past orders are all in one place. I love that I can tag my colleagues into order updates ### 23. Easy-to-Use Interface with Real-Time Updates **Rating:** 4.5/5.0 stars **Reviewed by:** William H. | Assistant Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Interface is easy to use and updates in real time **What do you dislike about monday CRM?** Rolling forward new month is manual process **What problems is monday CRM solving and how is that benefiting you?** It tracks month end close progress and tasks that need to be completed ### 24. User-Friendly Task Tracking with Clear Process Steps: Project Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** It is user friendly and clearly lays out tasks and what step of the process they are in. **What do you dislike about monday CRM?** At times it sends items that are in progress to our completed section. It can be frustrating to look for these at times. **What problems is monday CRM solving and how is that benefiting you?** It is cohesive for the team. We all utilize it in some way and nice to be able to update everyone on progress at all once. ### 25. monday CRM: Clarity, Control, and Custom Workflows in One Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Program Development | Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** monday CRM is an intuitive and flexible platform that makes it easy to manage sales processes without unnecessary complexity. It provides clear visibility into deals, contacts, and activities, helping teams stay aligned and informed. The ability to customize workflows and automate routine tasks significantly improves efficiency and day-to-day usability. **What do you dislike about monday CRM?** I love monday CRM :) Honestly, there’s absolutely nothing for me to dislike about it. **What problems is monday CRM solving and how is that benefiting you?** monday CRM solves the problem of fragmented customer data by centralizing all leads, contacts, deals, and activities in a single system, eliminating the need to rely on spreadsheets and disconnected tools. It also tackles the lack of visibility by offering real-time pipelines and dashboards, which makes it easier to track progress, spot bottlenecks, and stay on top of what’s happening. As a result, it strengthens coordination across teams, cuts down on manual follow-ups through automation, and supports more informed, faster decision-making. ### 26. Monday Keeps Our Team Organized and Client Support Running Smoothly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** Monday is easy to use, keeps our team organized, and helps us support our clients more efficiently and with greater ease. **What do you dislike about monday CRM?** For the more complex tasks, I had to hire outside help. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps me keep client documents organized. It also makes it easier to maintain a tidy schedule and track coaching topics for each client, so everything stays in one place and is simple to manage. ### 27. Efficient Task Management with Room for Simpler Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I like being able to track progress on task completion on a work board. When you start to check items off, it'll give you a percentage. And it's nice that I can organize items by percentage as well, making it easy to see at a glance how far along tasks are. **What do you dislike about monday CRM?** If the automations could be made simpler, that would be nice. It is hard to learn when you are unfamiliar. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps me complete agendas by knowing what tasks people are working on, dividing up work, and hitting deadlines. I can set due dates with color-coded priorities and organize tasks with one click. ### 28. Effortless Task Organization and Prioritization with Monday.com **Rating:** 4.5/5.0 stars **Reviewed by:** Maya S. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about monday CRM?** What I appreciate most about Monday.com is how easy it is to keep everything in order. Implementing it into my existing routine and using some of my current programs was very helpful/ It helps me keep track of leads and follow-ups so nothing slips through the cracks, and all my customer information is in one place instead of scattered across different apps. With easy integrations and clear prioritization, I can focus on the most important tasks and manage relationships more professionally, saving time and reducing the stress of juggling everything manually. For a while, I was using it multiple times each day. **What do you dislike about monday CRM?** The main downside for me is the cost. Monday.com does a lot, but the price can feel steep when you’re just trying to stay organized without blowing your whole budget on the tool that helps you stay organized. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps me keep track of leads and follow-ups so nothing slips through the cracks, and all my customer information is in one place instead of scattered across different apps. With easy integrations and clear prioritization, I can focus on the most important tasks and manage relationships more professionally, saving time and reducing the stress of juggling everything manually. ### 29. User-Friendly with a Vibrant UI **Rating:** 4.0/5.0 stars **Reviewed by:** Jacques E. | Food Server, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I use monday CRM every day as a graphic designer and find it really easy to use. I like the colorful UI, which makes it more user-friendly and convenient for my work. The initial setup was also easy, which was a relief. **What do you dislike about monday CRM?** Making changes, editing, and automations need to be more user-friendly. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for allocating and keeping track of jobs. ### 30. Streamlined Task Management with Limited Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Shailesh S. | Principal Analyst - Global Sales Operations , Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2026 **What do you like best about monday CRM?** I like how monday CRM makes it easy to track tasks and follow-ups with its simple and clean UI. It helps me prioritize daily follow-ups and serves as a source of truth for our team meetings regarding follow-ups. **What do you dislike about monday CRM?** The reporting is limited and sometimes notifications can feel overwhelming. There should be a way to limit notifications for small updates. Reporting is also very basic and not very flexible. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to organize tasks and followups for my sales team. It reduces missed followups, helps prioritize daily tasks, and serves as a source of truth for meetings. The clean UI makes tracking easy. ### 31. CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kyeasha M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2026 **What do you like best about monday CRM?** You can organize everything in one place. The upside is that I can add my team! **What do you dislike about monday CRM?** I don’t thinks it’s easy to use. It takes time and consistency to learn how to operate the features you need! **What problems is monday CRM solving and how is that benefiting you?** It keeps me organized and it helps me to know what the team has pending, completed or never started. ### 32. monday CRM Centralizes Deal Communication and Automates Follow-Ups **Rating:** 5.0/5.0 stars **Reviewed by:** Venice R. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about monday CRM?** We no longer rely on long email threads to track deals. monday CRM centralizes our communication history in one place, so it’s easier to see what’s been discussed and what needs to happen next. Tasks are clearly assigned to the right owners, and automations trigger follow-ups automatically. Collaboration between teams has improved, and the pipeline stays up to date without constant manual chasing. **What do you dislike about monday CRM?** Email syncing can lag at times, which can be a bit frustrating. A few integrations also need some tweaking to work as expected. On top of that, the notification settings require adjustment to better match my preferences. **What problems is monday CRM solving and how is that benefiting you?** Sales communication is now visible to everyone on the team. As a result, we’re missing fewer messages, and follow-ups happen more promptly. Overall, accountability has increased across the team, and it’s clearer who is responsible for what. ### 33. Broad Sales-to-Project Coverage, but Data Entry Feels Time-Consuming **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2026 **What do you like best about monday CRM?** It covers quite a few areas from sales opportunities to also project management which is key for consulting business **What do you dislike about monday CRM?** It is really time consuming to put in each entry and often have to spend a lot of effort to fix errors **What problems is monday CRM solving and how is that benefiting you?** It is like Salesforce but not as comprehensive and easy to use. Benefit as in cover operations ### 34. AI-Powered Automation with Custom Dashboards and Centralized Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Rajesh G. | Salesforce Technical Consultant SME, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** AI-powered automation, customizable dashboards, and centralized communication. **What do you dislike about monday CRM?** Limited free plan and Feature limitations **What problems is monday CRM solving and how is that benefiting you?** Missed follow-ups and Manual repetitive tasks ### 35. Consolidated Data in One Place for Quick, Easy Reference **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** A lot of information consolidated into a few rows and columns for ease of reference **What do you dislike about monday CRM?** The interface is a little wonky to deal with. It can be hard scrolling the columns and seeing which info goes to which row **What problems is monday CRM solving and how is that benefiting you?** It is streamlining information for data onboarding between partners. Allowing us to share information in real time ### 36. Great Integrations and Ease of Use, but Campaigns Need Work **Rating:** 3.5/5.0 stars **Reviewed by:** Madison F. | Digital Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about monday CRM?** I love the various integrations (Hootsuite, Outlook, etc) and the ease of use. **What do you dislike about monday CRM?** I did not like the campaigns feature and found it difficult to use. **What problems is monday CRM solving and how is that benefiting you?** It provides a centralized hub for my team and I to organize projects, collaborate, and communicate. ### 37. Easy to Integrate and Customize, Great for Business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2026 **What do you like best about monday CRM?** I really like how simple monday CRM is to use and configure. It is easy to integrate with tools like our ERP SAP B1. I also appreciate that you can tailor useful features for my team without needing to be programmers to create analysis dashboards or automations. The initial setup was very simple and intuitive. **What do you dislike about monday CRM?** I think the part related to the creation of offers needs to be improved. **What problems is monday CRM solving and how is that benefiting you?** I find that monday CRM is easy to use and integrate with the ERP. I can create analysis dashboards without being a programmer, tailoring the features for my team. ### 38. So Easy to Use for Staying on Top of Projects and Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Allison M. | Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about monday CRM?** It is so easy to use, and stay on top of our projects. It makes our team able to collaborate together. We use Monday.Com every single day. **What do you dislike about monday CRM?** Only thing is it is hard to contact an actual person if you need help. **What problems is monday CRM solving and how is that benefiting you?** We have a lot of projects to keep track of and Monday.Com allows us to organize those. We can track emails, meetings, and projects. We are so happy we found this CRM. We have been recommending it to our customers because it really has helped us stay in front of tasks and management. Highly recommend! ### 39. Easy-to-Use Visual Boards and Detailed Client Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Crystal H. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about monday CRM?** I really loved the visual boards that was easy to see and keep track of things, as well as the way you can store detailed information about your clients. **What do you dislike about monday CRM?** There wasn't anything I didn't like about monday CRM. **What problems is monday CRM solving and how is that benefiting you?** We had different platforms that held different information and projects for each clients and we had quite a few clients. It was easy to have them all on one. ### 40. Efficient Task and Lead Management with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Karthikeyan L. | Senior Sales Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about monday CRM?** I like using monday CRM for listing down my tasks and leads as it makes it easy to manage leads and tasks with next steps. I also appreciate its feature to set up automated workflows that move leads or tasks from one stage to another, which helps by automatically progressing tasks and leads based on preset triggers. This reduces manual effort and time spent on follow-ups. It was also easy to set up initially. **What do you dislike about monday CRM?** I think monday CRM could improve its deeper reporting capabilities and integrations. It can't handle complex workflows like a full-fledged CRM. I'd like a customizable dashboard with advanced filters and forecasting. Also, syncing tools with emails and marketing tools would be helpful, as well as visual mapping workflow. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to easily manage leads and tasks with next steps. The automated workflows reduce manual effort by progressing tasks and leads based on preset triggers, saving time on follow-ups. ### 41. Efficient Contact Organization, Needs More Automation **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that I can separate the different lists easily in monday CRM and also search to find by organization name, first name, last name, or group. It's really helpful because it keeps things organized. **What do you dislike about monday CRM?** I think there maybe could be some more automations. It would be good to know if I accidentally created a duplicate. **What problems is monday CRM solving and how is that benefiting you?** monday CRM keeps our clients organized and helps me know who is in my contact list. It allows me to separate different lists easily and search by organization name, first name, last name, or group. ### 42. Promising Features, But Stability Issues Persist **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** I really like the map feature on monday CRM. It's great for planning visits to customers because you can follow an order and it makes things easier when I'm on the road seeing customers. I would love to use the map more. **What do you dislike about monday CRM?** Well, it crashes a lot. Every time you use the map, it crashes a lot. That's also why I kind of stopped using it. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM as a monitoring system to track how much my team is working. It doesn't really solve a problem for me. ### 43. Easy to Use and Flexible Board Switching **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I appreciate how easy it is to use, and I like the flexibility of being able to switch between boards whenever I need to. **What do you dislike about monday CRM?** Sometimes my changes don’t save properly, which ends up causing confusion for the team. **What problems is monday CRM solving and how is that benefiting you?** It now keeps all teams on the same page and ensure all tasks are being completed. ### 44. Highly Visual and Customizable CRM That Elevates Team Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Hena A. | Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2025 **What do you like best about monday CRM?** What I like best about monday CRM is how visual and customizable it is. **What do you dislike about monday CRM?** One downside of monday CRM is that it can become expensive as your team grows and needs more advanced features. While it’s easy to use day to day, setting up custom workflows, automations, and reports can take some time. Additionally, some advanced CRM functions aren’t available out of the box and require extra configuration or integrations, which may be limiting for teams looking for a more traditional, ready-made CRM experience. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps solve several common sales and customer-management challenges, and that’s beneficial in a few key ways. It centralizes customer information and activities in one place, so nothing gets lost in email threads or scattered spreadsheets. The visual pipeline and customizable boards make it easy to track leads and deals through every stage, which improves forecasting and keeps the whole team aligned. Built-in automations cut down on repetitive tasks like follow-ups and status updates, freeing up time to focus on selling and building relationships. Overall, it brings more organization, clarity, and efficiency to how you manage your sales process. ### 45. Monday’s Clean, Simple UI Makes Tracking Effortless **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** Monday is easy to use. The UI is clean and simple. It is easy to track things and link accounts to different boards. **What do you dislike about monday CRM?** Nothing comes to mind that I do not like. **What problems is monday CRM solving and how is that benefiting you?** It is easy to make the information I track readily available for other teams to have insights to my work. ### 46. Centralized campaign ops with strong APIs **Rating:** 5.0/5.0 stars **Reviewed by:** Safae J. | IT Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2025 **What do you like best about monday CRM?** Our consultants are able to create complex campaign workflows on their own, eliminating the need to frequently submit support tickets to my team. The integration features are outstanding; we managed to connect monday CRM to our marketing automation platform using the API. As a result, whenever a campaign status changes in monday, it automatically triggers the appropriate sequences in our external systems, removing the need for manual data entry. **What do you dislike about monday CRM?** The error logs often lack enough detail to clearly explain why a particular trigger failed so we have to spend extra time testing different scenarios to identify the issue. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helped us eliminate data fragmentation by bringing campaigns from Trello, Excel, and even unauthorized tools into one governed system. Now everything is tracked in a single place, so cross-team handoffs are smoother, reporting is consistent, and audits are faster because we can clearly see the full history of changes and who owns each update. ### 47. Effortless Organization with Powerful Control **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that monday CRM makes organization extremely easy. I have full control to make the staff work and stay organized, and the email notifications are great. It's the visibility for me—I can see everything my staff is doing. The initial setup was very easy, and even though everything good takes time to set up, it's worth it. **What do you dislike about monday CRM?** I think some AI that works better would be great. **What problems is monday CRM solving and how is that benefiting you?** monday CRM makes organization extremely easy and gives me full control to stay organized, with great email notifications. ### 48. Monday CRM, and how it simplifies your task tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** The UI it's quite easy to understand. Also the workflow automation inside the APP it's an fantastic feature! **What do you dislike about monday CRM?** The servers just fall sometimes, not frequently but it happens sometimes and it's horrible for us **What problems is monday CRM solving and how is that benefiting you?** The task tracking mostly, the app made that part so easy to track ### 49. Organized, Easy to Navigate, and Streamlines My Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Mariam A. | Field Medical-Summer Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** What I like about it is how organized the software is, which makes it easy to navigate. It streamlines my workflow and makes work easier overall. **What do you dislike about monday CRM?** There isn’t really anything to complain about. It works great. **What problems is monday CRM solving and how is that benefiting you?** Efficient workflow and good communication throughout. ### 50. True **Rating:** 3.5/5.0 stars **Reviewed by:** Adina H. | Pastry Chef, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** It feels like it can do anything, it connects to all platforms and information **What do you dislike about monday CRM?** Because it’s very big I feel there is so much to learn, endless and it is vary hard to maintain all updates **What problems is monday CRM solving and how is that benefiting you?** Because it over looks everything it can control all information and data ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-09+03%3A08%3A52+-0500&secure%5Bsession_id%5D=fb572aee-d1d3-4949-8fe7-1b70cd7c9acf&secure%5Btoken%5D=9073727036cf3b97691c435555a45a8bde85dbe12405ad354e73c0aeadbeb6c6&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 (24,653 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,257 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,038 reviews)