--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1539 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: 4.5 review_count: 1539 scale: '5' date_modified: '2026-08-14' 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:** 4.5/5.0 **Total Reviews:** 1,539 ## 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 appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs. (190 reviews) - Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use. (107 reviews) - Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs. (104 reviews) - Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly. (103 reviews) - Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly. (82 reviews) - Easy Customization (80 reviews) - Users appreciate the **user-friendly features** of monday CRM, enhancing lead management and overall workflow efficiency. (80 reviews) - Efficiency (79 reviews) - Time-saving (74 reviews) - Flexibility (73 reviews) **What users dislike:** - Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness. (78 reviews) - Users find the **learning curve steep** for new teammates, making integration and usability challenging initially. (76 reviews) - Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness. (62 reviews) - Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times. (54 reviews) - Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity. (47 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 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. ### 2. 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 ### 3. 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. ### 4. 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 ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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 ### 12. Using Monday to manage grants - very user friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Kara T. | Government & Foundation Grants Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2024 **What do you like best about monday CRM?** I like that it is a lot more user friendly than other sites like blackbaud. It is easy to navigate and customize. **What do you dislike about monday CRM?** not much... I really enjoy it. One unimportant feature that I would like to see is showing all items in one combined list that could be viewed in alphabetical order. **What problems is monday CRM solving and how is that benefiting you?** we are able to manage our grants by only inputting them once and then being able to mark them as anticipated, submitted, funded, etc. ### 13. Very simple workflow management tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Andy L. | Product Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2024 **What do you like best about monday CRM?** I like the simplicity. It did not take a lot to get up and running with some simple task tracking projects. **What do you dislike about monday CRM?** While simple, which is great, it seems to lack some of the deeper interconnectovity found in similar products. Other software seems to do a better job working with other communicaitons and asset repository software. **What problems is monday CRM solving and how is that benefiting you?** It helps to ensure timelines for the "pre-work" are being adhered to properly. ### 14. they are a great company **Rating:** 3.5/5.0 stars **Reviewed by:** Bradley F. | agent, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** they are very good, and very helpful for organization **What do you dislike about monday CRM?** there search engine is not the best. but other than that it is good **What problems is monday CRM solving and how is that benefiting you?** keeping my business organized ### 15. Super simple and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **What do you like best about monday CRM?** How intuitive it is. Very simple compared to most CRM systems I have used **What do you dislike about monday CRM?** Some limited features compared to other CRMs but it is balanced with simplicity **What problems is monday CRM solving and how is that benefiting you?** Getting all of our customer and sale info into one place ### 16. Makes my job easier and in a organized way **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Motion Pictures and Film | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about monday CRM?** the fact that all my teammates have the info in anytime **What do you dislike about monday CRM?** it will be awesome to have more IA functions **What problems is monday CRM solving and how is that benefiting you?** orinzed our leads ### 17. Feedback on CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Grace J. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about monday CRM?** it is user friendly, easy to customize & Implement **What do you dislike about monday CRM?** not reliable while updating tasks. and eveything gets wonkky at times **What problems is monday CRM solving and how is that benefiting you?** tracking clients activities ### 18. expensive for the solution provided **Rating:** 3.5/5.0 stars **Reviewed by:** Ricardo C. | President, Oil & Energy, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2024 **What do you like best about monday CRM?** CRM is easy to fill out and building the opportunity pipeline adding memebers to it **What do you dislike about monday CRM?** expensive for the solution provided lack of integration for data entry **What problems is monday CRM solving and how is that benefiting you?** client tracking quote generation opportunity follwo up ### 19. A very versatile CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony P. | Operations Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2024 **What do you like best about monday CRM?** Monday CRM allows us to tailor our client database to our needs, very flexible and intuitive allowing us to create a unique set of data that we as a company need to keep track of per project. **What do you dislike about monday CRM?** It takes some time to get everything as you need it, a lot of template revisions are needed to make sure everything works. **What problems is monday CRM solving and how is that benefiting you?** Allows all our client information to be in one place, with project specific details. ### 20. One of the good CRM in the industry **Rating:** 4.0/5.0 stars **Reviewed by:** Berke K. | Head of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2024 **What do you like best about monday CRM?** Simplicity of the product, easy to manage. **What do you dislike about monday CRM?** It could be more improved by functionality and UI **What problems is monday CRM solving and how is that benefiting you?** Track everything regarding the business. ### 21. Great experience and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** Ease of use. Layout is clear and simple to follow. Ability to integrate a number of products. **What do you dislike about monday CRM?** some issues with the email integration. Also setting follow ups and notifications is not simple and not obvious. **What problems is monday CRM solving and how is that benefiting you?** organizing customers and follow ups ### 22. Sales at a push of a button **Rating:** 3.5/5.0 stars **Reviewed by:** Bourne B. | Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** Creating prospects into relationships. Fostering new relationships into old. **What do you dislike about monday CRM?** Simple easy detailed information at a click of a button **What problems is monday CRM solving and how is that benefiting you?** Data information analysis easily accessible ### 23. I tested the CRM in comparison to Hubspot but felt Hubspot has more features I need & user friendly. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2024 **What do you like best about monday CRM?** Lead process/sales process pipeline is the best and automations to slack. **What do you dislike about monday CRM?** Non-integrated with OpenPhone felt like integrating with a phone system would be helpful. **What problems is monday CRM solving and how is that benefiting you?** Not much right now ### 24. Great for teamwork **Rating:** 4.0/5.0 stars **Reviewed by:** Mariola O. | Project Management Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2024 **What do you like best about monday CRM?** Easy to use and helps keep team updated. The app lets you create a project plan with dependencies and keep important attachments within each task. **What do you dislike about monday CRM?** Integrations with other apps can become cumbersome. But for a small or medium PMO is works well. **What problems is monday CRM solving and how is that benefiting you?** It helps keep track of issues, delegate within our team and keep important documents within each issue. ### 25. Solid CRM but could be simpler **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2024 **What do you like best about monday CRM?** The layout and format of Monday was really cool, and I appreciate the ability to conditionally format the records as in my case that helped me focus on which customers were "hot" and should be prioritized. **What do you dislike about monday CRM?** The only real downside was that I felt that there was an overload of features and options, which made it a bit clunky and diffiucult to navigate at times. **What problems is monday CRM solving and how is that benefiting you?** Tracking of customer communcations and priortity of business focus. ### 26. Automation to make your life easier **Rating:** 4.0/5.0 stars **Reviewed by:** Shelby C. | Director of Agent Success, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about monday CRM?** The support staff has always been extremely helpful and responsive whenever I've run into an issue. I have been able to create all types of automation for a real estate agent workflow to take tons of time off her plate. The admin and team permissions make it easy to work in a group, and the integrations make it seamless with gmail and other tools. **What do you dislike about monday CRM?** The product does have issues from time to time where automations don't work as they should, or ownership of a board or automation gets changed and messes up the flow. Also, some automations require work arounds for them to give you what you want, but it's usually possible to do something like what you're imagining. **What problems is monday CRM solving and how is that benefiting you?** Time management for sure. Emails being sent automatically with information populated is a game changer. It creates to-do lists and reminds the agent of next steps without having to do too much work. ### 27. Monday CRM is a pretty decent tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2024 **What do you like best about monday CRM?** It is easy to use and very intuitive. The overall UX is thoughtfully developed and can be managed easily **What do you dislike about monday CRM?** Some features are missing with respect to automation and timeline dependencies **What problems is monday CRM solving and how is that benefiting you?** It helps me solve overall CRM for my business and helps me make informed decisions ### 28. Easy, intuitive, and extremely customizable experience **Rating:** 4.0/5.0 stars **Reviewed by:** Guifré V. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about monday CRM?** Ease of setting automations and configure your own flows, columns, inputs, etc. Immense possibilities of "making it your own way". Intuitive, easy to use, and visually appealing. **What do you dislike about monday CRM?** Some default columns and boards can't be removed and it did not fully adapt to my case, so I just had to ignore it. I did not try in-depth marketing automation, so I can't give an opinion on it. **What problems is monday CRM solving and how is that benefiting you?** The pipeline flows from our segments are really particular, and Monday Sales CRM allowed us to customize the status, groups, outcomes, etc. exactly the ways I could think of. Great reminder tools and automation allowed us to save so much time moving items or double-checking due dates. Great customizable tool but at the same time really easy to learn and use. Perfect for those who love making it their own way. ### 29. Gets the job done **Rating:** 3.5/5.0 stars **Reviewed by:** Joel A. | Senior Product Manager, Payments, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2023 **What do you like best about monday CRM?** I like the ease of setup and that it takes minutes to get up and running **What do you dislike about monday CRM?** The customization isn't great and something really simple that needs improvement is the way comments and threads are left. I think there is probably a better way to manage it but they need it to be easier to setup. **What problems is monday CRM solving and how is that benefiting you?** We use it to report bugs that our customers are encountering. Then our product and engineering team is able to interact/communicate and help resolve those problems. ### 30. Great for outbound sales **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about monday CRM?** I love the ability to customize rows with various types of cells. I use Monday CRM for outbound sales, and being able to set up our funnels with exactly the type of data we need in each column has been huge for us. I also love the automation, it allows us to track activity and zero in on blockers that are slowing down our sales process. **What do you dislike about monday CRM?** The only downside to Monday CRM is the lift it requires to tie back into our native CRM. It would be great to have an easier way to import data automatically in real time. **What problems is monday CRM solving and how is that benefiting you?** It allows us to run a sales process seamlessly with multiple sales reps. ### 31. Better than salesforce **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2024 **What do you like best about monday CRM?** Is very user friendly and has many features that make life easier to manage customer relations **What do you dislike about monday CRM?** It could have analytic tools integrated with more features. **What problems is monday CRM solving and how is that benefiting you?** Easy way to stay up to date with custoemr comunications and sales/prospect tracking tracking. ### 32. Very User Friendly Platform **Rating:** 3.5/5.0 stars **Reviewed by:** Adrian D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2023 **What do you like best about monday CRM?** We use Monday.com for our project management and it is exceptional! It's extremely easy to use, very customizable and cmoprehensive. Of all the project management tools we've used, this one is by far the most intuitive. It's actually fun to use. **What do you dislike about monday CRM?** We don't use it as a CRM as it isn't robust enough for our purposes. I have seen some of my clients use it as a CRM, but they are small companies with rudimentary requirements. **What problems is monday CRM solving and how is that benefiting you?** Helps us stay on top of all of our client commitments. ### 33. Monday CRM has helped us track our partner relationship in one place **Rating:** 3.5/5.0 stars **Reviewed by:** Kiana M. | Director Of Strategic Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2023 **What do you like best about monday CRM?** The system is very intuitive, I enjoy being able to utilize the automations to remind myself and my team on next steps. **What do you dislike about monday CRM?** I wish the entrprise options were readily available. I enjoy Monday.com becasue of the automations. Only access to enterprise allows useful templates. **What problems is monday CRM solving and how is that benefiting you?** The solution we needed form the CRM was to track communication and follow up with partners. Monday.com provides that. ### 34. Accessible CRM for the smaller businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Rubina S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about monday CRM?** That several boards can be linked to each other and that we can set our own automations. The linking of the boards allow us to analyse the situation n more detail. The one thing I would like is for there to be a clear conversion rate for when items move from one board to another. **What do you dislike about monday CRM?** It is not connected to the emails directly. I wish we could connect the CRM to all board member's emails, so that how the items work can be a little more intuitive. If it was connected to our emails, there are fewer chances for emails to slip through the cracks and go unresponded. **What problems is monday CRM solving and how is that benefiting you?** The sales CRM provides us with the big picture of who are clients are, how many clients we have working with us etc. It is a great way for someone organised to keep up to date with the progress of client interactions. We use it everyday and automations are set up so that our users are reminded to follow up with clients. We also use to it review our sales performance and revenue. ### 35. Great system, but has its flaws **Rating:** 3.5/5.0 stars **Reviewed by:** Julie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2023 **What do you like best about monday CRM?** Column types, notification options, modernity **What do you dislike about monday CRM?** Though automation options are plentiful, there are important ones missing. In terms of 3rd party integrations, there needs to be an automation that utilizes a mirrored column from Contacts. This is extremely vital in email marketing. **What problems is monday CRM solving and how is that benefiting you?** project management & proposal management ### 36. Very easy to use, learn, and teach. **Rating:** 4.0/5.0 stars **Reviewed by:** Jenn T. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2023 **What do you like best about monday CRM?** It has massively helped our productivity and synergy as a fully remote team. We have been able to compile our projects as a remote team and have a more concrete idea of our direction. **What do you dislike about monday CRM?** I haven't found many downsides yet. I suppose I found the pricing plan a little hard to understand initially with the different packages and seats included in the package but we soon got to understand it. **What problems is monday CRM solving and how is that benefiting you?** The main problems that Monday sales CRM is solving is having a centralised database that our whole team can access. Previously, I would need to download the up-to-date list of our members and send to our team, now they can easily access on their laptop or mobile app if they're approaching new brands at events. ### 37. Way better than Outlook & Excel! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about monday CRM?** Clean and customizable views help me set up my projects, contacts, accounts, etc. exactly how I want them. It is easy to collaborate and seamless to hand off communication between members of my team because we know exactly where the last person ended with a client. **What do you dislike about monday CRM?** I haven't yet figured out how to best make use of notes and non-work related touchpoints (eg. if a client mentioned they will be moving soon, thats a great place to pick up a conversation with next time but it's cumbersome to leave it in the notes section right now). I think more clarity around how the updates section works, and making sure the activity log accurately shows all the projects, etc. a contact has been tagged to would be helpful. I'd also love for an option for the CRM to tell me when I last contacted a client so I can refresh leads after X days to not let anything go cold. **What problems is monday CRM solving and how is that benefiting you?** We have a team of consultants that switches projects based on skills needed for the tasks in each phase, and this CRM let's us collaborate on the same system we use for our project management without fiddling with spreadsheets and chasing each other for email updates. I like the widgets and app integrations with outside platforms that we already use. ### 38. Startup CRM **Rating:** 4.0/5.0 stars **Reviewed by:** John J. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about monday CRM?** We currently use Monday for our team to track deal flow, contacts, accounts, and tasks. It's been great not to pay for a separate CRM as it integrates with what we do currently. **What do you dislike about monday CRM?** We currently use Meet Alfred for our email and Linkedin campaigns. Hope to see an API/integration to it soon. Would like to see a more user friendly integration of the CRM > tasks > automation. **What problems is monday CRM solving and how is that benefiting you?** It helps keep track of our users and deal flow. Since we can upload our CSV or export, we can seamlessly import it into our Meet Alfred email campaigns. We also like it since we are already using it for task management for the team. ### 39. My experience with monday.com CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about monday CRM?** The UI is very intuitive. I can drag and drop pretty much everything to make my life easier. Also, affordable plans still provide very powerful functionalities. **What do you dislike about monday CRM?** Once, I experienced a bug where I deleted a column, and the rest of the items were all messed up. All the data in a column which I wanted to keep was removed. **What problems is monday CRM solving and how is that benefiting you?** Email integration needs to be improved. I'm using Outlook integration for my CRM, and it would be really powerful if I could customize the email template with more flexibility. It would be nice if I could format the email text using different fonts, font colors, font weights, highlights, etc. ### 40. An easy, visually attractive, and dynamic platform that streamlines my teams workflow. **Rating:** 4.0/5.0 stars **Reviewed by:** Noelle G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about monday CRM?** The automation as well as the activity log. Even when team members accidentally misplace something, I can usually see what happened. **What do you dislike about monday CRM?** With multiple users working on a board, sometimes we get a five-minute lag. Some members don't get it, and will then push the same button multiple times. I can mess things up sometimes. **What problems is monday CRM solving and how is that benefiting you?** Organization of extensive information on each of our accounts to then prioritize where we have the most leverage and potential. Our outreach to leads has been nothing short of ridiculous. We're sending out hundreds of emails and easily getting over 50% response back. Reduced cold call/emailing by a huge margin. ### 41. Easy to use CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about monday CRM?** I like how simple it is, and the layout is very organized. The ease of inputting and sharing tasks makes it an excellent tool for our team. **What do you dislike about monday CRM?** I understand every company needs to make money from their product, but it would be nice to use certain features together without paying extra. For example, I have input our contacts along with the companies we do business with or potential interactions, but to use the sales feature to show a deal was won or lost, we have to pay extra. **What problems is monday CRM solving and how is that benefiting you?** Tracking all the leads we obtain and reaching them after trade shows. This works better than an excel spreadsheet because we can see who was contacted and who still needs to be reached. ### 42. An incredibly powerful spreadsheet based crm. **Rating:** 4.0/5.0 stars **Reviewed by:** antoinette S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2023 **What do you like best about monday CRM?** Monday can be as simple or as complicated as you'd like it to be. You can use it as a sophisticated spreasheet but it's capable of so much more if you're willing to put in the time to build something more bespoke. **What do you dislike about monday CRM?** The inability to view the emails and activities component on mobile devices is frustrating. The connection between boards and information is sometimes challenging to navigate. **What problems is monday CRM solving and how is that benefiting you?** It's allowing us to track leads more closely and accurately in order to better understand our business. We are more efficient and productive as a result and no doubt revenue will directly benefit in time. ### 43. Good for project and Biz Dev management **Rating:** 4.0/5.0 stars **Reviewed by:** Phoebe W. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about monday CRM?** Its nice to be able to use the same tool for business development CRM tracking that we do for our services project management. **What do you dislike about monday CRM?** Depending on multiple people to input information- even when you set it up, team does not always utilize in the same manner. **What problems is monday CRM solving and how is that benefiting you?** keeping information all in one place. ### 44. Awesome, underrated platform if you want no frills, efficient infrastructure for your business. **Rating:** 4.0/5.0 stars **Reviewed by:** Vanessa D. | Founder, Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2023 **What do you like best about monday CRM?** With sales, we know it's not just the initial contact - it's the follow-up. In all the other crm's, you can have it send out email reminders automatically and assign yourself the task of doing a follow up call (which, of course, won't be in your normal task list). But with Monday, your sales contacts, client contacts, and day-to-day tasks are all on the same platform so that nothing gets left behind or forgotten. **What do you dislike about monday CRM?** It took a bit of time on the front-end to get all the automations, flows, and integrations just the way I wanted. But, afterwards, it was a smooth-sailing process. **What problems is monday CRM solving and how is that benefiting you?** Monday helps me solve the problem of being able to see all my sales contacts, client contacts, sales documents, and sales metrics all in the same place. I love having all that in the same platform, rather than bouncing from thing to thing. ### 45. Excellent way to keep organised **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2023 **What do you like best about monday CRM?** We can track and organise everything we need to. It is so easy to use and eliminates the need for everyone to come back into the office to get things done. **What do you dislike about monday CRM?** No downsides that I've come across so far. **What problems is monday CRM solving and how is that benefiting you?** Keeping track of our regular clients. ### 46. Useful tool for maintaining contact history with clients/leads **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about monday CRM?** The ability to keep a detailed log of all contact made with the clients/leads, along with the status of each project. Being able to easily move the leads into separate functions is also quite handy, as well as the entire team having access to the client listing. **What do you dislike about monday CRM?** I have found the most frustrating aspect can be the email tracking picking up wrong emails. We have multiple projects from the same clients (same email address for 2+ leads) and the tracking can pick up emails that are not relevant to the specific project, and those emails cannot be deleted. **What problems is monday CRM solving and how is that benefiting you?** Keeping and detailed log of contact with each client (when they were last contacted etc) and the ability to write a detailed description of how that interaction went. ### 47. Flexibility is the Benefit **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about monday CRM?** Very quickly can implement needs to drive business processes, capture information, or organize workflows. **What do you dislike about monday CRM?** The mobile app is weak and performance (load speeds) can sometimes be challenging. **What problems is monday CRM solving and how is that benefiting you?** Speed has improved. Need to solve mobile. ### 48. It does the job **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about monday CRM?** It's very easy to use. I am working with people who are not tech-savvy and they get the product. It's clear, it's nice, it's user friendly. **What do you dislike about monday CRM?** The fact that you cannot schedule emails to be sent during business hours of your recipient is a BIG drawback to us as we work between the USA and Europe. It's annoying to spend 50$/month not to have and to have to spend another 20 with zapier and another app to finally get this functionnality. **What problems is monday CRM solving and how is that benefiting you?** It puts everything in one table easy to use and read. The email tracking is useful and the dynamic templates as well. ### 49. Great software! **Rating:** 4.0/5.0 stars **Reviewed by:** Fine Tune Audio S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about monday CRM?** It's the best option for us, because we want as many functionalities in one program, but for a fair price! **What do you dislike about monday CRM?** You need to set it up properly to your workflow **What problems is monday CRM solving and how is that benefiting you?** It solves the general CRM problem for us ### 50. Monday has been very helpful in organizing our customer flow and sales channels. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about monday CRM?** It has a lot of integration options so we can keep track of our sales channels, and create quotes all in one place. **What do you dislike about monday CRM?** It's not a traditional CRM and takes some time to fully integrate and use the way it is intended. **What problems is monday CRM solving and how is that benefiting you?** It gives us the ability to work with external partners on sales leads so we can all come together, see notes and keep track of leads. ## 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) - 3 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?filters%5Bnps_score%5D%5B%5D=4&page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+17%3A12%3A30+-0500&secure%5Bsession_id%5D=cb1d9b2e-1ce9-411e-8c08-2dfcb590eac8&secure%5Btoken%5D=925f3da4e09498d81129699ae429d58518ec6e291ae323fe3b518216fbf9bc4a&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [Abtrac](https://www.g2.com/products/abtrac/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Amazon AWS Platform](https://www.g2.com/products/amazon-aws-platform/reviews) - [Apple Mail](https://www.g2.com/products/apple-mail/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/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) - [Clockify](https://www.g2.com/products/clockify/reviews) - [Cursor](https://www.g2.com/products/cursor/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Doxaclick SL](https://www.g2.com/products/doxaclick-sl/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Gong](https://www.g2.com/products/gong/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 Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/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) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Hootsuite](https://www.g2.com/products/hootsuite/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [IBM Maximo Application Suite](https://www.g2.com/products/ibm-maximo-application-suite/reviews) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Mailgun](https://www.g2.com/products/mailgun/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Meta](https://www.g2.com/products/meta-ai-meta/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Miro](https://www.g2.com/products/miro/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [Neo](https://www.g2.com/products/neo-2023-07-18/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [Procore](https://www.g2.com/products/procore/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/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) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Similarweb](https://www.g2.com/products/similarweb/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [SlackNotify](https://www.g2.com/products/slacknotify/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Unleashed](https://www.g2.com/products/unleashed/reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews) - [Webex Suite](https://www.g2.com/products/cisco-webex-suite/reviews) - [Windows 11](https://www.g2.com/products/windows-11/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **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 - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,690 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,061 reviews)