--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1194 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: 1194 scale: '5' date_modified: '2026-07-02' 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:** 1,194 ## About monday CRM The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations ## monday CRM Pros & Cons **What users like:** - Users find monday CRM's **ease of use** exceptional, benefiting from its user-friendly design and helpful features. (190 reviews) - Users appreciate the **efficient integrations** of monday CRM, enhancing flexibility and ease of use with multiple tools. (107 reviews) - Users highly value the **incredible customizability** of monday CRM, enabling tailored solutions for unique business needs. (104 reviews) - Users love the **efficiency of automation** in monday CRM, streamlining workflows and minimizing manual tasks. (103 reviews) - Users enjoy the **intuitive design** of monday CRM, making it easy to navigate and implement customized solutions. (82 reviews) - Users appreciate the **user-friendly features** of monday CRM, enhancing lead management and overall workflow efficiency. (80 reviews) - Efficiency (79 reviews) - Easy Customization (75 reviews) - Time-saving (74 reviews) - Flexibility (73 reviews) **What users dislike:** - Users experience **missing features** in monday CRM, especially in automation and access to advanced tools without upgrading. (78 reviews) - Users find the **learning curve steep** for new teammates, complicating initial integration and usability. (76 reviews) - Users find the **limited features** of monday CRM challenging, especially regarding automation and communication options. (66 reviews) - Users find **limited customization** in monday CRM, feeling it lacks depth compared to traditional dedicated tools. (53 reviews) - Users find monday CRM **expensive** , especially for smaller teams, limiting its cost-effectiveness and accessibility. (45 reviews) - Users find the **integration issues** problematic, as they require manual setup and can lead to frustrating lags. (45 reviews) - Slow Loading (31 reviews) - Time-Consuming (26 reviews) - Feature Issues (25 reviews) - Not Intuitive (25 reviews) ## monday CRM Reviews ### 1. Great tool for keeping our intake process organised **Rating:** 4.5/5.0 stars **Reviewed by:** Donna L. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is how easy it is to keep our intake process organised and visible. We have been using it to support our intake workflow, including completing forms, tracking where each person is up to, and making sure they are properly registered. The most helpful part is that everything can be kept in one place, so it reduces the risk of missing steps or losing information. It also makes it easier for the team to see what has been completed, what still needs action, and who is responsible for the next step. The biggest upside for us is that it helps create a more consistent and streamlined intake process. It saves time, improves communication, and gives us a clear overview of each person’s progress from enquiry through to registration. **What do you dislike about monday CRM?** What I dislike about monday CRM is that it can take a bit of time to set up properly so it works the way you need it to. There are a lot of features and options, which is great, but it can also feel a little overwhelming at the start. Some parts of the process can feel a bit clunky, especially when you are trying to customise forms, workflows, or automations to match a specific intake process. It works well once everything is set up, but getting it right can take some trial and error. The other downside is that if the boards are not maintained properly, it can become messy quite quickly. So it does need clear processes and regular updates to make sure the information stays accurate and useful. **What problems is monday CRM solving and how is that benefiting you?** monday CRM is helping us solve the problem of managing our intake process across different steps, forms and follow-ups. Before using it, it could be harder to clearly see where each person was up to and what still needed to be completed. It benefits us by keeping the intake process more organised and easier to track. We can see what stage someone is at, what forms have been completed, what information is missing, and what needs to happen next. This helps reduce the chance of things being missed, improves communication within the team, and makes the overall process more consistent. It also saves time because everything is easier to find and manage in one place, which supports a smoother experience for both staff and the people we are onboarding. ### 2. Intuitive, Flexible monday CRM That Boosts Productivity **Rating:** 4.0/5.0 stars **Reviewed by:** Dharamveer p. | Application Security Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is its intuitive interface and flexibility. It is easy to customize pipelines, workflows, and dashboards based on business needs without requiring extensive technical knowledge. The visual layout makes it simple to track leads, manage customer relationships, and collaborate across teams. I also appreciate the automation features, which help reduce repetitive tasks and improve productivity. **What do you dislike about monday CRM?** One drawback is that some advanced features can take time to learn and configure properly. While the platform is highly customizable, setting up complex workflows may require additional effort. Pricing can also become a consideration as teams grow and require access to more advanced capabilities. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve the challenge of managing customer relationships, sales activities, and team collaboration in a single platform. It provides better visibility into the sales pipeline, helps track interactions with customers, and automates routine processes. This saves time, improves organization, and enables more consistent follow up with leads and customers. As a result, it increases efficiency and helps teams make better informed decisions ### 3. AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Tamara R. | IT assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about monday CRM?** I find it very useful because of its AI-powered features, which make creating forms, workflows, and automations smooth. It’s easy to collaborate with team members, keep information organised, and manage tasks in one place. The platform is multifunctional and flexible, making it suitable for a wide range of business and project management needs. **What do you dislike about monday CRM?** One thing I dislike is that the layout and setup can take some time to get used to at first, and editing the forms can feel a bit finicky at times. However, once you become familiar with the platform, it becomes much easier to navigate and use effectively. **What problems is monday CRM solving and how is that benefiting you?** One problem it has helped solve is creating quotes for exhibitors who would like to work with us, as well as improving our automation processes. We previously had issues with how we were going to use forms externally, but Monday CRM has helped a great deal by making external forms and data collection much more manageable. ### 4. Essential Task Scheduler with Room for Feature Growth **Rating:** 4.0/5.0 stars **Reviewed by:** Tajai T. | Bookkeeper, Enterprise (> 1000 emp.) **Reviewed Date:** May 02, 2026 **What do you like best about monday CRM?** I like using monday CRM to schedule tasks because it keeps everything in one place and lets me set clear time frames for each item. I also appreciate being able to set limits on tasks and share them with others when it’s a group effort. That helps us avoid duplicating work and makes responsibilities clear, including when tasks need to be turned in. Overall, the app has been really beneficial for me. The initial setup was extremely easy, with step-by-step instructions and helpful video how-tos. It supports my workflow by letting me create live documents, calendars, and meetings—basically the tools a business may need to run more smoothly and complete projects on a strict schedule. It also helps when I’m putting together presentations for potential buyers of the products. monday CRM is a highly visual, customizable CRM that works well for small-to-medium teams. It has a clean, colorful interface with drag-and-drop boards, and the learning curve feels minimal compared to tools like Salesforce, which makes onboarding faster for teams. It’s also one of the most beginner-friendly CRMs I’ve used for team collaboration. It provides stations that can be used to build pipelines, dashboards, and automations, and it has over 200 templates that can be integrated to fit your direct needs. The programs that can be intergrated include but are not limited to Gmail, Outlook, and Slack. These help companies perform in a fast and effiecient matter seamlessly. **What do you dislike about monday CRM?** Some of the more advanced task helpers aren’t included in certain packages, so you end up having to purchase them for an additional fee. It would be great if there were a package that included all the features without breaking the bank. The company doesn’t offer group rates; instead, it charges per-person rates based on a certain number of personnel. The benefits improve as your monthly payments for users increase, and the artificial intelligence features are also offered differently in each package. It also feels like you have to add a minimum number of users (around three) before anything can really be performed to help the company, and even then some of the more important features are still locked behind higher-paying tiers. The more you want your company to be able to do, the more options are available—but usually for additional per-user fees. If you have fewer people signed up, you have fewer resources to access, and any resources you need require further upgrades, which in layman’s terms means spending more money. **What problems is monday CRM solving and how is that benefiting you?** monday CRM keeps all my tasks in one place, lets me set clear time frames, and helps me avoid doing the same work twice. I can also set task limits and share them when it’s a group effort. Guests or consumers can be added to documents to review the work being completed, make changes, and leave feedback whenever needed. I like that you can visually see your work in real time and share those results wit the client in real time. The performance process is fairly quick and provides excellent ai feedback to help fix any issues in record time. ### 5. Streamlined Organization, But Setup Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Manish C. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about monday CRM?** I use monday CRM mainly to keep all my leads and artist conversations organized in one place, which helps to segregate and keep track of them, especially regarding which conversation pipeline they are in. The biggest benefit has been the clarity and structured workflow, resulting in less of a mental load and more visualization of engagements with collectors and artists. I personally like how easy it is to understand everything at a glance. The visual boards and pipeline make it easy to know where my leads and deals stand. It's also customizable, allowing me to change stage fields and automation, which is another strong point for me as I don’t have to switch platforms for that. **What do you dislike about monday CRM?** I think the reporting is not as great as it's supposed to be. The reporting is decent, but if you want very deep analytics or highly advanced sales forecasting, it can feel basic compared to some other enterprise CRM. Another thing is that some advanced features are locked into higher pricing tiers, so if my team grows, the cost can rise significantly faster than expected. Not at all easy, definitely not easy. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to organize leads and conversations from multiple platforms. It centralizes tracking, reduces mental load, and offers a clear, structured workflow for managing collectors, artist applications, and partnerships. ### 6. Monday.com Helps us stay organized and aligned as a team **Rating:** 4.5/5.0 stars **Reviewed by:** Allon M. | CSM Team Lead, Telecommunications, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about monday CRM?** We’ve been using Monday.com to manage our day-to-day work, and it’s made a real difference for our team. It keeps everything organized, well-documented, and visible, so it’s much easier to stay aligned and on top of tasks. The UI is clean and intuitive, which makes adoption across the team very smooth. I also really like the integrations—it connects well with other tools we use and helps reduce manual work by keeping everything in sync. Next step for us is bringing AI into the workflows, which I think will be a game changer in terms of automation and insights. Overall, Monday.com has become a key part of how we run our operations. **What do you dislike about monday CRM?** Monday isn't perfect. It takes time to set things up properly, and without a clear structure, it can get messy pretty quickly. Also, some of the more useful features are locked behind higher plans, so costs can add up as the team grows. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM is mainly solving the problem of scattered information and lack of visibility. Before, a lot of customer data, tasks, and follow-ups were spread across emails, notes, and different tools. It made it harder to track what’s going on and easy for things to slip. With Monday, everything is in one place—pipeline, communication, tasks—so it’s much easier to understand the full picture at any given moment. It also creates accountability, since everyone knows what they own and what needs to happen next. For me, the biggest benefit is visibility and control. I can quickly see where things stand, spot gaps, and make sure the team is moving in the right direction without chasing updates all the time. ### 7. Efficient and User-Friendly with Minor Performance Challenges **Rating:** 4.5/5.0 stars **Reviewed by:** Bilawal B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I like using monday CRM because it keeps everything in one place, making it easier for team members from different departments to see relevant information without having to go through multiple sources. This really helps to reduce the duplication of work, so when an accountant needs information from a sales rep, it's already there. The user-friendly interface is a big plus, as it's easy to navigate and makes understanding the workflow of the software simple. I find the interface clean and clear, making it easy on the eyes and easy to locate the information required. The initial setup of monday CRM was very easy and simple, which was a relief. **What do you dislike about monday CRM?** Sometimes the CRM feels slow and clogged. It takes time to load the information, and there's a delay between the keystroke and the action happening, especially when switching between different information frequently. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track installations and paperwork. It centralizes information, reducing duplication and easing interdepartmental flow. The user-friendly interface simplifies navigation, making it easier to find required information. ### 8. Streamlined Team Collaboration and Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew G. | Maintenance Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2026 **What do you like best about monday CRM?** I like using monday CRM for collaborating with teams and projects, and it helps in building out a social media calendar. I appreciate keeping everything in a central location for teams and the ability to track progress. I enjoy the ease of use and rearrangement of tasks. The color coding and simplification of routine tasks are also features that I find valuable. It helps me stay aware of projected timelines and communicate with teammates about high-value projects. The initial setup was easy, especially with the available support, which is a plus. **What do you dislike about monday CRM?** Nothing that I’m aware of right now. It’s a great product. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to keep everything in a central location for teams, maintain awareness of timelines, and communicate about projects. It helps with collaborating on projects and building out a social media calendar. ### 9. Powerful Flexibility to Run Operations and Sales Exactly How You Want **Rating:** 5.0/5.0 stars **Reviewed by:** Elisa A. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I can create exactly what I want to run both operations and sales **What do you dislike about monday CRM?** The new upgrade doesn't allow me to search multilple boards against one name and still have the seacr running, as in I search for "john doe" and then I click to update one board, when I exit that board to then update another board I have to run the same search again, before I could go back and forward mantaining the "john doe" name **What problems is monday CRM solving and how is that benefiting you?** What I mentioned on the last questions, the ability to search a client across boards and not have to re do the search everytime I enter a specif board ### 10. Flexible, Easy-to-Use CRM with Custom Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Carl N. | CSIS Web Design Instructor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2025 **What do you like best about monday CRM?** I really appreciate monday CRM because it's flexible and easy to use. The platform is highly customizable, allowing us to adapt workflows, dashboards, and automations to fit our specific needs. I can tailor these features to match how our departments work, rather than changing our processes to fit the software. I also find the custom dashboards incredibly useful since they provide a clear view of project tasks and key metrics, which makes it easy to track progress and identify priorities. Additionally, setting it up was quite easy since most of the documentation was readily available online, and the standard templates and simple bots helped us get up and running quickly. **What do you dislike about monday CRM?** One area where the CRM could be improved is reporting analytics. I believe there could be a learning curve in setting up complex automations or workflows for the first time, making it easier. Additionally, highly customized bots would occasionally take extra effort to maintain. It will be helpful to have more advanced reporting options built directly into the platform, especially for combining data across multiple boards, which need additional workarounds. The main challenge with more complex setups is that they can become difficult to visualize and troubleshoot when multiple conditions and actions are layered together. It's not always immediately clear how these setups behave in practice. A more guided setup experience along with better previews of how automations will run in various scenarios will reduce the learning curve and make it easier for new users to build reliable workflows. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to improve collaboration across departments. It's flexible and easy to use, allowing us to customize workflows, dashboards, and automations to fit our needs, which helps track progress and identify priorities. ## monday CRM Discussions - [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) - 2 comments, 1 upvote - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment - [View monday CRM pricing details and edition comparison](https://www.g2.com/products/monday-crm/reviews/monday-crm-review-13060165?section=pricing&secure%5Bexpires_at%5D=2026-07-02+14%3A31%3A54+-0500&secure%5Bsession_id%5D=cb58ea1c-135e-42b5-97f4-6e4c7bacdaf5&secure%5Btoken%5D=49191bfa6b4e0b255b26b2f611e64353f2a7c7d703b366ba88d8cb32972f1927&format=llm_user) ## monday CRM Integrations - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Hootsuite](https://www.g2.com/products/hootsuite/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Juma](https://www.g2.com/products/juma/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [Salesforce Backup & Recover](https://www.g2.com/products/salesforce-backup-recover/reviews) - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews) - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## monday CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Administrative** - Integration - Employee Structure - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top monday CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,652 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,248 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,032 reviews)