--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1537 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: 1537 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:** 1,537 ## 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 for Project Tracking and Integrations, but Automations Can Be Unreliable **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew R. | Inside Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** It helps me keep track of my ongoing projects and the ui/ux plus available integrations are nice. It helps me boost my performance. I know our moderator uses the AI features a lot. **What do you dislike about monday CRM?** Some of the functionality is redundant or sometimes the automations do not work properly. **What problems is monday CRM solving and how is that benefiting you?** Visibility into where are projects are in the sales cycle. Helps us to have a better understanding of pricing and margin. ### 2. Suitable Software For Telecom Distribution Mnagement **Rating:** 4.0/5.0 stars **Reviewed by:** Rakib (Raku) H. | Distribution Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about monday CRM?** The mobile app is the real MVP. I can update dealer visits, upload photos of shelf branding and assign a restock task to warehouse right from my phone. Dashboards makes reporting to HQ painless. I built one view for activations, one for revenue per distributor, and one for team workload. **What do you dislike about monday CRM?** Basic stuff is easy, but when I wanted automations tied to inventory numbers from our billing system it took some trial and error. **What problems is monday CRM solving and how is that benefiting you?** Missed follow-ups and contracts renewals and now by use of monday CRM we never miss a renewal or a check-in because everything is tracked. ### 3. User-Friendly with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like monday CRM for its pretty user-friendly interface and ease of use. It offers good support and I appreciate how clear the layout is. I also love the MCP connector that allows me to have Claude clean things up and check things for me directly on monday. I like how everything links and how boards will connect to each other. The automations are great too. **What do you dislike about monday CRM?** I find some issues with monday CRM. The timeline events don't update very clearly, which is a bit annoying when trying to track events across contacts, accounts, and deals. They only show up in certain places, like on the contact even if it's linked to the account and deal. I also had a hard time setting up round robin assignments and had to create a whole system for it. Also, the initial setup wasn't very easy. It took quite a bit of time to understand, and it would've been helpful to have an onboarding call to walk us through it. I spent a whole weekend setting things up. Lastly, I'd like to chat directly with monday CRM using AI features instead of relying on external services. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for project management, workflow tracking, and also as our actual CRM. Its user-friendly interface, clear layout, and good support make it easy to use. I also appreciate features like the MCP connector and automations that help streamline tasks. ### 4. Streamlined CRM with Intuitive Usability **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandria S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** I like how intuitive monday CRM is to use. I also appreciate that it feels a bit like it has a project management aspect. I like the interface and general usability. It should just be intuitive to use and easy to build within, and I think monday CRM does that. **What do you dislike about monday CRM?** Some of the extensions. I think there could be some more extensions to Monday CRM, like it should be able to connect to my Google Calendar and automatically create contacts for anyone that is on my calendar but I haven't yet emailed with. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to ensure prospects don't fall through the cracks and to follow up at appropriate intervals. ### 5. Powerful CRM with a Learning Curve **Rating:** 4.0/5.0 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 think the thing I like most about monday CRM is that it helps me to be organized and to not forget things. I also appreciate the automated systems, like how in our project boards, when a project is done, we can mark it as done, and it automatically goes to the file for completed items. **What do you dislike about monday CRM?** There's a learning curve with monday CRM that makes it a bit challenging. I also think there are many aspects of the program that I'm not using despite having done the academy and watched many YouTube videos. It's hard to understand how the boards all work together and just using the system to the best of your ability can be difficult. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track our construction projects, list duties, assign them to different users, and make sure we stay on track. It helps me stay organized and not forget things. ### 6. Flexible, Customizable CRM That Keeps Our Agency Organized as We Scale **Rating:** 4.0/5.0 stars **Reviewed by:** Christian K. | Company Owner, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** The biggest strength of monday CRM is its flexibility and ease of customization. It allows us to build workflows that match how our marketing agency actually operates, rather than forcing us into a rigid sales structure. We can manage leads for both musicians and business clients, automate follow-ups, track deal stages, and keep everything centralized in one place. The visual layout, automations, and integrations help our team stay organized and reduce manual work as we scale. **What do you dislike about monday CRM?** Some advanced CRM functionality requires additional configuration compared to more traditional CRM platforms. Reporting and dashboards can take time to fine-tune if you need very specific metrics, and certain automations or integrations are limited to higher-tier plans. There is also a learning curve during initial setup, especially when building more complex workflows, but this improves once the system is fully customized. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps us centralize and organize leads from multiple sources while managing relationships across both musicians and business clients. It allows our team to track deal stages, automate follow-ups, and keep communication consistent without relying on spreadsheets or manual reminders. Email automations and workflow customization save time, reduce missed opportunities, and give us better visibility into our sales pipeline, which ultimately improves conversion rates and team efficiency. ### 7. Versatile Features, But Steep Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Sara T. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about monday CRM?** I like the app features of monday CRM, particularly the ability to create separated boards. These features allow me to place and individualize each coordinated job, based on either crews or specific types of jobs, which is really helpful. **What do you dislike about monday CRM?** It can be a bit confusing as there are so many features that it requires a lot of in-depth learning and training. The initial setup was also a little bit difficult. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for scheduling and tracking, coordinating jobs and dates. The app features let me create separated boards, allowing me to place and individualize each coordinated job based on either crews or specific types of jobs. ### 8. Streamlines Lead Management, Needs Better Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Megan K. | Campus Systems and Education Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I really enjoy that I can assign things to different salespersons automatically to make it easier. The automations and the visual pipeline help us stay organized and allow multiple collaborators, keeping everything in one area. We use monday CRM to manage leads and contacts for potential student enrollments, and these features make it efficient. **What do you dislike about monday CRM?** The sales analytics could be better and having to start with a blank system is a bit challenging. It would be nice to have some foundational templates, like for contacts, deals, pipelines, and basic tracking. The setup was easy initially, but it got tricky when adding more users. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to manage leads and contacts for potential student enrollments. It helps us stay organized, allows multiple collaborators, and keeps everything in one place. I enjoy assigning tasks automatically and the visual pipeline to see our ongoing activities. ### 9. Ultra intuitive and highly customizable, a true alternative to Excel **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandre G. | Responsable Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** Monday allows for a lot of customization. When you're not an Excel expert, Monday is a real alternative. It's super intuitive and the UX is great. **What do you dislike about monday CRM?** The line-shaped model sometimes has its limits. It lacks the pivot table functionality. And a history would be great to compare with the previous weeks or days. **What problems is monday CRM solving and how is that benefiting you?** Create real-time and customizable dashboards. Cross-reference data easily and quickly. ### 10. Complete CRM and Project Management in One **Rating:** 4.0/5.0 stars **Reviewed by:** Taryn L. | Remote Reader/Evaluator (Seasonal Position), Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I love how complete it is as a CRM, while also acting as a project management tool at the same time. **What do you dislike about monday CRM?** It's very expensive and still has a lot of bugs. There are some functionalities that just don't work correctly or the way that I'd expect them to. **What problems is monday CRM solving and how is that benefiting you?** Monday has solved our problems with workflows and making sure that important details aren't slipping through the cracks. ### 11. Customizable Forms and Automations Shine, with Clear Pipeline Tracking **Rating:** 3.5/5.0 stars **Reviewed by:** Sam A. | Franchise Support, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** The combination of customizable forms, automations, and clear pipeline views makes it a strong fit for franchise lead generation. Incoming prospects are easy to track, follow-ups can be automated, and nothing falls through the cracks. **What do you dislike about monday CRM?** The pricing can add up quickly and they move features from subscriptions from time-to-time. **What problems is monday CRM solving and how is that benefiting you?** It solves the problem of managing a high volume of prospective franchisee leads without things falling through the cracks. Our lead capture forms integrate seamlessly on our website, the automated follow-ups saves us time, and clear pipeline tracking means our team can focus on engaging prospects rather than managing manual outreach and manual tracking. ### 12. Easy Integrations and a More Operational-Friendly Dashboard **Rating:** 4.0/5.0 stars **Reviewed by:** Rachael. W. | Salesforce Developer, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about monday CRM?** I’m able to integrate monday CRM with other software easliy making it operational friendly as I can retrieve data from other departments and work on them on the dashboard. **What do you dislike about monday CRM?** monday CRM works with the data available. Therefore, if the data is wrong and out of date, AI makes assumptions and fills in the blanks giving out an output which is corrupted and unreliable. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM has enabled me to comprehensively study and analyze data from from marketing and operations keeping me informed of all operations in real time. ### 13. Live, Shared Data That Keeps Everyone Aligned **Rating:** 4.0/5.0 stars **Reviewed by:** Jayne S. | Golf Relationship Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2026 **What do you like best about monday CRM?** Its live data and everyone can use it at once **What do you dislike about monday CRM?** Cant make personal boards without our company subscribing to a higher package. I just have access but it would be good If i could create my own boards to then have all my management docs and to do in one site **What problems is monday CRM solving and how is that benefiting you?** Note taking, CRM database, Tagging, Providing information, ### 14. Flexible, Visual Sales Workflow with Custom Pipelines and Clean, Intuitive UI **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about monday CRM?** The best thing about this platform is its flexibility and a visual kind of approach to managing our entire sales workflow. Also, this platform allows us to customise our sales pipelines, dashboards and autoomations based on our exact business needs. Their interface is very clean and intuitive, and their colour-coded boards are very helpful to track deals and our cross-team activities. Also, their ability to integrate sales and project management modules is very effective. **What do you dislike about monday CRM?** This platform is very flexible, but they overdid it. Specifically for new users, their learning curve is a bit complex in setting up workflows right from scratch. And their advanced automations and integrations are available only in the higher-tier plans, this increase the plan usage credits. Their reporting dashboard is also needed more extensive options, should be tuned as well. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM platform helps me in solving the problem of having scattered workflows by centralising sales pipelines, customer data, and also cross-team collaboration in a single platform. This platform also improves visibility on our sales cycle and reduces manual tracking, it also automated repitative tasks. Overall gives us better pipeline management and improves our team efficiency in regards to sales and marketing. ### 15. Great for Integrations, Collaboration. Can be improved for IC overview **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2026 **What do you like best about monday CRM?** I like that monday CRM is easy to integrate with other platforms. It's valuable for triggering automations, like raising an IT help desk ticket which can trigger the creation of tickets in dev Jira boards. The integration also helps trigger automations into our CMS. Also is very customisable and easy to collaborate with other teams. **What do you dislike about monday CRM?** The search function is sometimes overengineered, making it hard to use because it takes time to load across boards. It's also sometimes not clear how to find items I've been tagged in/assigned - have to scroll through notifications. The comment section can also sometimes be hard to follow as it gets longer. **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM for tracking and managing projects, and it helps with collaboration and integration to other platforms and automations. ### 16. Smooth, Efficient Project Boards—But Task Assignments Can Get Confusing **Rating:** 3.5/5.0 stars **Reviewed by:** Leigh Ann J. | Customer Service Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** I can create different boards for different projects, and they run smoothly and efficiently with very little difficulty. **What do you dislike about monday CRM?** It can be difficult to differentiate who is assigned to handle different tasks. As a result, the wrong people sometimes end up making changes, which creates confusion. **What problems is monday CRM solving and how is that benefiting you?** It keeps my projects and tasks clearly separated, which helps my day run more efficiently and effectively. ### 17. Clear Interface, Helpful Workshops, and Time-Saving AI Tools **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about monday CRM?** The interface is very clear and the color codes make the workflow more efficient. As a beginner, I found the support material available and the workshops very helpful. The most recent AI tools help to save time as well. **What do you dislike about monday CRM?** The dashboard views are sometimes slower to load, even though the support team was very helpful in troubleshooting. **What problems is monday CRM solving and how is that benefiting you?** We stuggled with mapping out our entire worklfow on our CRM, and thanks to the flexibility of Monday.com we were able to easily add custom workflows. In total, it saved time and reduced manual errors. ### 18. All Our Clients in One Place—Easy to Manage **Rating:** 4.0/5.0 stars **Reviewed by:** Nicolas G. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** It keeps all of our clients in one place, which makes it easy for us to manage everyone at the same time. **What do you dislike about monday CRM?** I’m used to using Notion, and I miss the level of customization that tool offers. **What problems is monday CRM solving and how is that benefiting you?** We have all our customers synchronized in one place, and all of us can edit them. That alone is a really good thing. ### 19. Fast Setup with Helpful Templates and Easy Outlook-Integrated Mass Email **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** Monday.com CRM provides templates and suggestions that help get my boards up and running very quickly. The mass email feature is also very easy to use, especially with the Outlook integration. **What do you dislike about monday CRM?** There’s a noticeable lack of support for ongoing accounts. It’s been difficult to get in touch with our account manager, and the training sessions don’t feel accessible. **What problems is monday CRM solving and how is that benefiting you?** Monday.com is helping us track marketing campaigns, log enquiries, and manage projects—things we previously handled through email and PowerPoints. The interface is fast, the features work smoothly, and it’s very intuitive to use. ### 20. Shared Dashboards Across Departments Without Double Entry **Rating:** 4.0/5.0 stars **Reviewed by:** Chris B. | Client Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** That all departments can have a dashboard, but the information is shared, not double-entered. **What do you dislike about monday CRM?** I needed some direction on how to use it at it's fullest, but once it is set up it is very user friendly to modify and add. **What problems is monday CRM solving and how is that benefiting you?** It makes all departments visible to everyone at a quick glance. ### 21. Intuitive, Modern UI **Rating:** 4.0/5.0 stars **Reviewed by:** Nick R. | Service Delivery Specialist/Consultant/SME, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** The UI is intuitive and easy to use. The layout is modern and easy on the eyes. **What do you dislike about monday CRM?** Notifications are often patchy - i.e. all or nothing and not always consistent. I only rely on email notifications. **What problems is monday CRM solving and how is that benefiting you?** Consolidating information and allowing for rich visuals to recall this information quickly and easily ### 22. Quick, Easy, and Straightforward to Use—With Consistent Updates **Rating:** 4.0/5.0 stars **Reviewed by:** Kellie Anne H. | Operations manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** Quick, easy, and straightforward to use. It’s consistently updated, which I really appreciate. **What do you dislike about monday CRM?** With the way we use our CRM, we have to scroll all the way across the board to find certain information. **What problems is monday CRM solving and how is that benefiting you?** Automations are the biggest help for us when it comes to saving time. ### 23. Automations Help Us Never Miss a Thing **Rating:** 4.0/5.0 stars **Reviewed by:** Neil S. | Company Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2026 **What do you like best about monday CRM?** Automations mean we don't miss things anymore **What do you dislike about monday CRM?** The AI features are useful but expensive; it is cheaper to connect existing AI platforms and use those instead. **What problems is monday CRM solving and how is that benefiting you?** Keeping track of all of our clients, and pushing vital information to us so that we keep on top of all projects. ### 24. Tailorable and Great for Tracking Authorizations **Rating:** 3.5/5.0 stars **Reviewed by:** Kourtney M. | Front desk, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** Able to tailor it to your needs. Utilize keeping track of what needs to be done for authorizations, etc **What do you dislike about monday CRM?** I have not found anything that I dislike. It has everything needed for me. **What problems is monday CRM solving and how is that benefiting you?** Notifying us when a patient is due for something. For examples a new auth, annual paperwork, are they ready for their treatments? ### 25. Efficient and User-Friendly, Minor Interface Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** David M. | Enterprise (> 1000 emp.) **Reviewed Date:** August 01, 2026 **What do you like best about monday CRM?** I like that monday CRM is easy to use and share across the team. I also appreciate having historical records of previous jobs that can be used as a central repository. This allows us to track previous artwork, look at previous campaigns, and track and source previous outlook quickly. **What do you dislike about monday CRM?** Nothing **What problems is monday CRM solving and how is that benefiting you?** I find monday CRM easy to use and share across the team. It keeps historical records, allowing us to quickly track previous artwork and campaigns. However, the interface could be easier to understand. ### 26. Monday CRM Transformed Our Customer Relationships, Sales, Management and Highly Collaborative **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan R. | Client Relationship & Quality Assurance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** After using Monday CRM for a considerable period, I can confidently say it has transformed the way i mange with customers relationship and sales activities. With Monday CRM, everything is centralized in one workplace , making it much easier. **What do you dislike about monday CRM?** One challenge I encountered was that the large number of customization option can feel overwhelming at first, setting up automation and creating the ideal workflow required some time and experimentation. **What problems is monday CRM solving and how is that benefiting you?** Improved visual across the entire sales process and more efficient communication. ### 27. Forward-Thinking Product That Lets Customers Experience What’s Next **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** They’re already working on the future—building it and letting customers experience what’s coming next. **What do you dislike about monday CRM?** You set up a board, but you should only use it once the board is finished; otherwise, you’ll end up with incorrect automations. **What problems is monday CRM solving and how is that benefiting you?** The problem was that we were working with Excel sheets, but you had to stay focused and do everything separately. For example, you’d adjust something in your Excel file and then you’d have to email someone about it. In monday, you can build triggers for that, which makes the process feel much more connected. ### 28. Helpful Task and Deadline Management with Easy Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** It is so helpful to assign tasks and deadlines to be better able to manage multiple tasks. It is easy to make adjustments to deadlines, as well as to refine the status categories to make those more customized to the tasks. **What do you dislike about monday CRM?** Inputting a deadline will automatically change the status to "Done" once the date has passed, but some deadlines are missed. I would rather be the one to adjust the status myself, rather than the date. **What problems is monday CRM solving and how is that benefiting you?** It is solving tasks delegation, timeline order and multitasking. ### 29. Easy to Customize and Beginner-Friendly for Efficient Project Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** It’s easily customisable and very friendly for people who haven’t used the software before. You can also make use of agents to build vibe apps that are relevant to your role, making project management very efficient! **What do you dislike about monday CRM?** It has a tendency to be slow at times, especially when viewing long threads of emails **What problems is monday CRM solving and how is that benefiting you?** Project management tracking, for sure! I get to see a good glimpse of everyone’s tasks which helps me gauge the availability of others better ### 30. Easy to Use, Great Integrations, and Welcoming Support **Rating:** 4.0/5.0 stars **Reviewed by:** Vincentius I. | BD Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** ease of use, low barrier to entry, integrations with 3rd party AI solutions, welcoming customer support. **What do you dislike about monday CRM?** Performance suffers when there's a huge amount of data. **What problems is monday CRM solving and how is that benefiting you?** keeping track of b2b deal opportunity, cut time of reporting, centralize lead. ### 31. Customizable Groups and Tables That Fit Our Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like the way I am able to customize groups and tables to suit company and my own needs **What do you dislike about monday CRM?** Sometimes it is quite slow if there is a lot of data on it's side, which makes the workflow harder and it is a chore to use at times because of this. **What problems is monday CRM solving and how is that benefiting you?** It is a good way for the company to communicate leads and keep everyone on the same page, it benefits me by being ensuring everyone is doing there part and we are all talking to each other through Monday.com ### 32. User-Friendly CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Tyrtza J. **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** I like how user-friendly and intuitive monday CRM is. The initial setup was easy. I'm also okay with monday's automations, but I mainly like using them and look forward to them becoming more powerful. **What do you dislike about monday CRM?** AI is expensive, Vibe view is cool but not worth the price - I wish we could pay less for one view instead of paying $100 for a bunch. We are also eagerly awaiting native texting but taking a while to come out. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps my clients with tracking paperwork, processes ### 33. Great Board-Based Organization with Flexible Account Separation **Rating:** 4.0/5.0 stars **Reviewed by:** Kathy N. | Marketplace coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** We can separate the accounts per board, and have groups per board which easily organize tasks **What do you dislike about monday CRM?** we cannot put due dates and assignee on subtasks on a task **What problems is monday CRM solving and how is that benefiting you?** task organization and monitoring ### 34. 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. ### 35. Customizable but Challenging for Recruitment **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2026 **What do you like best about monday CRM?** I like that monday CRM is user-friendly and customizable. It's great that we managed to replicate what we were doing on Excel into monday.com for recruitment purposes, which is quite specific for us. **What do you dislike about monday CRM?** Some of the detail of what we need per job or per role that we're working on is not visible initially. You have to click into additional fields. It was also challenging because monday.com is not normally used for recruitment purposes, and we were used to viewing the information in a certain way. We had to replicate that view on monday.com. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track candidate performance in recruitment and forecast revenue and billings. ### 36. 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 ### 37. 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. ### 38. Intuitive Workflow Automation, but Comments and Attachments Need More Flexibility **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about monday CRM?** The ability to create workflows with automated sub-items. The UI is intuitive and simple to use. **What do you dislike about monday CRM?** I don't have the ability to drag and drop attachments from one sub-item to another. I also dislike that the comment column does not expand vertically to autofit the contents, but rather truncates the text. **What problems is monday CRM solving and how is that benefiting you?** Project workflow and status tracking. Document depository. Simple forum to communicate basic project status with stakeholders. ### 39. Customizable, Automated Dashboards Without Admin Interference **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin K. | Corporate Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about monday CRM?** I’m able to customize and monitor and operate my dashboard with automation without admin interference. **What do you dislike about monday CRM?** monday CRM requires perfect data to give perfect response since it works with data at hand which maybe wrong at time. **What problems is monday CRM solving and how is that benefiting you?** I can be able to make accurate forecasts and track pending deals easily from a centralized database across teams as leakages are greatly reduced. ### 40. Keeps Everything Organized with Flexible Boards and Sections **Rating:** 4.0/5.0 stars **Reviewed by:** Mikela V. | Influencer Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The ability to keep things organized with different boards and sections **What do you dislike about monday CRM?** I don't like how you can't customize columns for sub-categories **What problems is monday CRM solving and how is that benefiting you?** It solves the problem of keeping things organized in one place across the entire company ### 41. User-Friendly Interface That Makes Finding What You Need Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** Its interface is very user-friendly, and it’s easy to find exactly what you’re looking for! The price is matching the value for what I'm looking for. It's worth a try to determine if it's the exact software you're looking for, but it could be a great match! **What do you dislike about monday CRM?** It doesn’t include all the features I’d expect if I were using Excel or a similar tool. **What problems is monday CRM solving and how is that benefiting you?** It is managing email reminders very well. ### 42. Stays Organized and Accountable with Helpful Sequences and Mass Emails **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** I love how organized this CRM keeps me. The sequences help to hold me accountable, and the mass emails make life SO much easier! **What do you dislike about monday CRM?** I wish it was easier to move accounts from one stage to another. Or maybe I just haven't quite nailed that part yet. **What problems is monday CRM solving and how is that benefiting you?** As an account manager, Monday helps to keep all of my accounts in one place. And again, the mass email is a life saver! ### 43. 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. ### 44. 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. ### 45. Aesthetic, User-Friendly, but Needs More Automation Flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I find monday CRM aesthetically pleasing, which is a significant factor for me. I really value the automation feature because it's easier to make links to other things, and it's not as complicated or complex as other automated services. **What do you dislike about monday CRM?** Sometimes the simplicity of the automations in monday CRM means that there are limitations to what I can automate. There are some features that the automations just don't touch, which I find annoying. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM makes it easier for me to keep lists, automate workflows, and organize my time by creating automated responses to tasks being completed. ### 46. 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. ### 47. 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. ### 48. Easy to Use for what we want **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** It is easy to use and adjust to suit for specific requirements. **What do you dislike about monday CRM?** If you set up a cadence for emails and want to adjust timing you need reset the entire cadence. **What problems is monday CRM solving and how is that benefiting you?** We use it to help keep up with contacts and touch points especially as linked to emails ### 49. A Master Spreadsheet with Client Record for Better Teamwork and Service Delivery Across Departments **Rating:** 4.0/5.0 stars **Reviewed by:** Bonface. M. | Hotel Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** I have been able to teamwork with all departments for better service delivery as all clients record is one spreadsheet. **What do you dislike about monday CRM?** You have to train monday CRM AI first before deployment. **What problems is monday CRM solving and how is that benefiting you?** Our guest are satisfied with our services as information channels are clear and efficient. ### 50. Great Customer Support with Fast, Helpful Responses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** They have great customer support. Every time I reach out for help, they respond quickly and are genuinely supportive. **What do you dislike about monday CRM?** I’d like them to add more visual and video-based training instead of relying mostly on text-based training. I learn better when I can listen, watch, and follow along as the material is being explained. **What problems is monday CRM solving and how is that benefiting you?** I think the fact that they’re adding features like an AI notetaker, vibe, and the ability to connect to other LLMs like Claude and ChatGPT makes it easier to work within one platform and keep track of all clients and tasks. ## 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=4&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+12%3A00%3A31+-0500&secure%5Bsession_id%5D=c0522779-312c-4201-8189-b72062dcf95e&secure%5Btoken%5D=c82647eb17cb9ea3603f59b0419b2bc924eafa1386914b3ff9049c4cdc333e86&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) - 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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)