--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1538 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: 1538 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:** 1,538 ## 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 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. ### 2. Broad Sales-to-Project Coverage, but Data Entry Feels Time-Consuming **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2026 **What do you like best about monday CRM?** It covers quite a few areas from sales opportunities to also project management which is key for consulting business **What do you dislike about monday CRM?** It is really time consuming to put in each entry and often have to spend a lot of effort to fix errors **What problems is monday CRM solving and how is that benefiting you?** It is like Salesforce but not as comprehensive and easy to use. Benefit as in cover operations ### 3. Versatile CRM with Powerful Integrations and Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I appreciate that monday CRM can be integrated into any business model, no matter the industry, making it a phenomenal work tool. The AI agents and the automations are also fantastic, allowing for effective tracking of project progress and enabling visibility of project managers' and C-suite comments, which is crucial for finance tracking and awareness of cost changes. **What do you dislike about monday CRM?** User guides would be very useful **What problems is monday CRM solving and how is that benefiting you?** monday CRM tracks project progress with visibility for all, enabling effective cost tracking in Finance. It automates project reviews, integrating into any business model with Slack, making workflows phenomenal. ### 4. Highly Customizable Platform - Just be prepared with "workarounds" for basic needs. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The amount of customization when building the platform from scratch. **What do you dislike about monday CRM?** monday has a lot of native functions that either don’t work properly or feel incredibly wonky and unreliable. **What problems is monday CRM solving and how is that benefiting you?** Insight into valuable sales reporting and insights. We are able to better define our ROI and make changes to our process based off this data. ### 5. All Our Info in One Place with Easy @Mentions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2026 **What do you like best about monday CRM?** Being able to see all of the information organized in one place and being able to @ people on Monday so that it sends that person and email. **What do you dislike about monday CRM?** Sometimes the rows are difficult to reorder and the information doesn’t always sync to the most recent updates on it **What problems is monday CRM solving and how is that benefiting you?** Helping to organize client information ### 6. Consolidated Data in One Place for Quick, Easy Reference **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** A lot of information consolidated into a few rows and columns for ease of reference **What do you dislike about monday CRM?** The interface is a little wonky to deal with. It can be hard scrolling the columns and seeing which info goes to which row **What problems is monday CRM solving and how is that benefiting you?** It is streamlining information for data onboarding between partners. Allowing us to share information in real time ### 7. Great Integrations and Ease of Use, but Campaigns Need Work **Rating:** 3.5/5.0 stars **Reviewed by:** Madison F. | Digital Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about monday CRM?** I love the various integrations (Hootsuite, Outlook, etc) and the ease of use. **What do you dislike about monday CRM?** I did not like the campaigns feature and found it difficult to use. **What problems is monday CRM solving and how is that benefiting you?** It provides a centralized hub for my team and I to organize projects, collaborate, and communicate. ### 8. Easy-to-Use Visual Boards and Detailed Client Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Crystal H. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about monday CRM?** I really loved the visual boards that was easy to see and keep track of things, as well as the way you can store detailed information about your clients. **What do you dislike about monday CRM?** There wasn't anything I didn't like about monday CRM. **What problems is monday CRM solving and how is that benefiting you?** We had different platforms that held different information and projects for each clients and we had quite a few clients. It was easy to have them all on one. ### 9. Efficient Task and Lead Management with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Karthikeyan L. | Senior Sales Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about monday CRM?** I like using monday CRM for listing down my tasks and leads as it makes it easy to manage leads and tasks with next steps. I also appreciate its feature to set up automated workflows that move leads or tasks from one stage to another, which helps by automatically progressing tasks and leads based on preset triggers. This reduces manual effort and time spent on follow-ups. It was also easy to set up initially. **What do you dislike about monday CRM?** I think monday CRM could improve its deeper reporting capabilities and integrations. It can't handle complex workflows like a full-fledged CRM. I'd like a customizable dashboard with advanced filters and forecasting. Also, syncing tools with emails and marketing tools would be helpful, as well as visual mapping workflow. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to easily manage leads and tasks with next steps. The automated workflows reduce manual effort by progressing tasks and leads based on preset triggers, saving time on follow-ups. ### 10. Efficient Contact Organization, Needs More Automation **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that I can separate the different lists easily in monday CRM and also search to find by organization name, first name, last name, or group. It's really helpful because it keeps things organized. **What do you dislike about monday CRM?** I think there maybe could be some more automations. It would be good to know if I accidentally created a duplicate. **What problems is monday CRM solving and how is that benefiting you?** monday CRM keeps our clients organized and helps me know who is in my contact list. It allows me to separate different lists easily and search by organization name, first name, last name, or group. ### 11. Helpful Support for Onboarding, But Task Prioritization Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2026 **What do you like best about monday CRM?** The support team helped me quickly through the client onboarding process. **What do you dislike about monday CRM?** There are a lot of AI agents, but I don’t really know how to use them. **What problems is monday CRM solving and how is that benefiting you?** It helps improve performance, so everyone can log in quickly. The integration is fast, straightforward, and easy to use. ### 12. Flexible Interface Switching, but Laggy with Large Data Sets **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2026 **What do you like best about monday CRM?** ability to change interfaces, between tables etc **What do you dislike about monday CRM?** rather laggy (with a lot of data), takes some time, and sometimes actions dont work properly because of it **What problems is monday CRM solving and how is that benefiting you?** helping to keep everything in one place, keep info organised ### 13. Monday’s Clean, Simple UI Makes Tracking Effortless **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** Monday is easy to use. The UI is clean and simple. It is easy to track things and link accounts to different boards. **What do you dislike about monday CRM?** Nothing comes to mind that I do not like. **What problems is monday CRM solving and how is that benefiting you?** It is easy to make the information I track readily available for other teams to have insights to my work. ### 14. Great Claude Lead Import, But Needs an Undo Option to Prevent Data Loss **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** The ability to link with Claude to import leads into the sytem **What do you dislike about monday CRM?** Sometimes its easy to lose data if you make a mistake. It would be nice to be able to go back a few steps **What problems is monday CRM solving and how is that benefiting you?** Tracking outreach and sending mass emails ### 15. Monday CRM, and how it simplifies your task tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** The UI it's quite easy to understand. Also the workflow automation inside the APP it's an fantastic feature! **What do you dislike about monday CRM?** The servers just fall sometimes, not frequently but it happens sometimes and it's horrible for us **What problems is monday CRM solving and how is that benefiting you?** The task tracking mostly, the app made that part so easy to track ### 16. Customisable UI with Smooth Software Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Ben K. | Transport planner, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** Customisable. User interface. Integration with other software. **What do you dislike about monday CRM?** The app functionality and experience isn’t as good as desktop version. **What problems is monday CRM solving and how is that benefiting you?** Has got rid of a lot of spreadsheets, automated administrative / repetitive tasks, and reduced human error ### 17. Clean, Easy Team Collaboration—But Agents and Automations Feel Clunky **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The cleanliness of it as well as the ease of being able to use it with other coworkers and share tasks and goals amongst teams **What do you dislike about monday CRM?** I feel like right now the agents and automations are a bit slow and clunky **What problems is monday CRM solving and how is that benefiting you?** Cross department communications ### 18. Easy to Use and Streamlines Processes Effortlessly **Rating:** 4.0/5.0 stars **Reviewed by:** Federico J. | Omnichannel Transformation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2026 **What do you like best about monday CRM?** It is a very easy to use application, it really helped us easily streamline proceses. **What do you dislike about monday CRM?** Some automations are slightly more difficult to set up. **What problems is monday CRM solving and how is that benefiting you?** It supports our suppliers scoping it and onboarding process. ### 19. Very User-Friendly, with Helpful and Attentive Onboarding Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Very user friendly, the team that got us started was very helpful & attentive **What do you dislike about monday CRM?** Sometimes there are capabilities that would be nice to have that don't exist **What problems is monday CRM solving and how is that benefiting you?** Creating a space for teams to collaborate, more comprehensive data ### 20. True **Rating:** 3.5/5.0 stars **Reviewed by:** Adina H. | Pastry Chef, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** It feels like it can do anything, it connects to all platforms and information **What do you dislike about monday CRM?** Because it’s very big I feel there is so much to learn, endless and it is vary hard to maintain all updates **What problems is monday CRM solving and how is that benefiting you?** Because it over looks everything it can control all information and data ### 21. Visualizes Sales Pipeline Brilliantly, Needs Better Pricing Structure **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin P. | Director - PMO, Salesforce and Performance Consulting BUs, Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about monday CRM?** I really like how monday CRM does a great job of visually representing the sales pipeline, making it easy to collaborate on open leads and opportunities. It also helps me discern trends about lost opportunities and leads. Additionally, I find the custom dashboards that are easily configured to be a standout feature. **What do you dislike about monday CRM?** It doesn't do a great job of complex pricing or deal structures. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to visualize and manage the entire sales lifecycle, making it easy to collaborate on open leads and discern trends about lost opportunities. ### 22. Easy, Flexible Documentation—But Dashboard Features Can Be Slow **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Easy to use, and it helps build flexible documentation pages for teammates. **What do you dislike about monday CRM?** Some features can be very slow, especially the dashboarding tools and related functionality. **What problems is monday CRM solving and how is that benefiting you?** I share knowledge with the organization and help build quick POCs for ideas. ### 23. Visual Clarity with Room for Reporting Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Amie L. | Core Member, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2025 **What do you like best about monday CRM?** I like monday CRM for its visual clarity. It helps me easily identify deals that aren't progressing and see which deals are becoming profitable. Plus, the reminders are great for keeping me on track. **What do you dislike about monday CRM?** The reporting isn't as in-depth as other tools which causes me to sometimes make blind decisions. It would be awesome if it incorporated real forecasting models, historical trend views, and smarter dashboards without workarounds. It took a little time to figure it out at first. There were too many boards, inconsistent stages, fields that were confusing, and automations that I didn't understand. This may be more of an operational/company issue rather than a monday CRM issue. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM keeps me updated on deals and customer status. The visual clarity helps identify profitable deals and those that need attention. Reminders keep me on track. ### 24. Monday Makes Task and Deadline Tracking Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Ernie S. | Senior Accounting Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about monday CRM?** Monday helps keep track of tasks and deadlines so you can have all your daily, weekly and monthly tasks organized. **What do you dislike about monday CRM?** It is sometimes difficult to stay focused and log into Monday to do your tasks since it is a separate program, but you do get email reminders that you have outstanding tasks. **What problems is monday CRM solving and how is that benefiting you?** For large teams, it can help keep tasks on time, like month end processes and reconciliation schedules. ### 25. All Our Information in One Place—Easy to Reference Across Queries **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2026 **What do you like best about monday CRM?** Having all the information in the same place, easier to reference on multiple queries. **What do you dislike about monday CRM?** Loading speed and content shift while loading is a hassle sometimes. **What problems is monday CRM solving and how is that benefiting you?** Sales pipeline and managing contacts and leads. ### 26. Flexible, Visual CRM with AI Sales Tools and Centralized Communication **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2026 **What do you like best about monday CRM?** Flexible, highly visual customer relationship, can use AI sales tools and has centralized communication **What do you dislike about monday CRM?** Frustrating pricing structure, cluttered interface for complex setups **What problems is monday CRM solving and how is that benefiting you?** Manual Administrative Burden: Data entry is a notorious time sink. Monday CRM addresses this with built-in, no-code automations that handle repetitive tasks—such as assigning incoming leads, triggering follow-up emails, or automatically updating a deal's stage ### 27. Highly Customizable, Needs Streamlined Navigation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I love the look of monday CRM and how much you can customize the platform to meet our needs as an organization. We create personalized dashboards for each of the states we work for, so our separate workflows can be viewed. **What do you dislike about monday CRM?** It might not be as streamlined or easy to navigate unless you have prior experience. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to keep organized and track project status, creating personalized dashboards for workflows. ### 28. Great for Editing Multiple Profile Notes, but Phone Number Lookup Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Hunter T. | CCM, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Being able to look edit multiple profile notes at once. **What do you dislike about monday CRM?** No longer able to properly look up phone #'s. **What problems is monday CRM solving and how is that benefiting you?** Makes looking up info much faster. ### 29. Customizable and User-Friendly CRM for Team Projects **Rating:** 4.0/5.0 stars **Reviewed by:** Emily H. | Marketing & Technology Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I use monday CRM for tasks and team projects. It helps keep things organized and on track, which is super helpful for me. What I like most about monday CRM is that it's easy to use and very customizable. The initial setup was easy too, which was a relief. **What do you dislike about monday CRM?** nothing **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps keep things organized and on track. It's easy to use and highly customizable. ### 30. Flexible CRM But Some Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Maria S. | Consultant **Reviewed Date:** November 07, 2025 **What do you like best about monday CRM?** I find monday CRM extremely valuable for its flexibility and customizability. The ability to build custom boards tailored to my specific needs allows me to organize and collaborate effectively. These custom boards are particularly beneficial in managing my pipeline, ensuring that I can keep track of various tasks and projects effortlessly. The platform's overall adaptability means I can mold it according to my workflow preferences, which greatly enhances my productivity. Additionally, I found the initial setup of monday CRM to be easy enough, allowing me to quickly integrate it into my daily operations without complications. Overall, the system offers a high degree of personalization that supports my organizational requirements. **What do you dislike about monday CRM?** I find the limitation of column features in monday CRM quite challenging. Specifically, the lack of automation for formula columns is a significant drawback for my workflow. Additionally, the automations for mirrored information are lacking, and mirror columns do not offer the same features as other columns, which restricts their utility and effectiveness in managing data. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for pipeline management, enhancing organization and collaboration. It offers flexibility and customizability, allowing me to build personalized boards. ### 31. Effortless Sales Pipeline Management with Ease of Use **Rating:** 3.5/5.0 stars **Reviewed by:** Richard L. | Lead IT Business Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I really appreciate the ease of use that Monday CRM offers; it makes the platform highly accessible and user-friendly, which is an important factor for me. The sales management tools within Monday CRM are particularly valuable, especially the capabilities surrounding the sales pipeline, which enhances the efficiency of managing sales activities. Additionally, the platform supports effective lead management. The ability to respond to emails directly from within the tool is also a standout feature for me. Moreover, the initial setup was very easy, and it is one of the key selling points of Monday CRM, making it appealing for teams looking for a smooth transition. **What do you dislike about monday CRM?** I don't think that the marketing solution is as fully formed as the sales solution yet, especially when it comes to segregating emails for people. **What problems is monday CRM solving and how is that benefiting you?** I am trialling monday CRM to manage the sales pipeline and lead management, benefiting from its ease of use and effective sales management tools. ### 32. Compact UI with Handy Git Tracking, but Needs Speed Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like monday CRM's compact and concise UI/UX. I find the Git tracking with status feature handy. The initial setup was easy for me. **What do you dislike about monday CRM?** I find the speed of monday CRM to be slow. The loading speed feels like it takes time to generate results over the UI, making it sometimes feel blurry and sluggish. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for task management, tracking, and team management activities. ### 33. Everything You Need in One Cohesive System **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about monday CRM?** It has everything all in one cohesive system **What do you dislike about monday CRM?** It doesnt communicate with our other CRM systems **What problems is monday CRM solving and how is that benefiting you?** its keeping everything readily accessible, no lost emails. and its accessible on desktop and mobile ### 34. Flexible and Intuitive CRM with Room for Mobile Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about monday CRM?** I like the simplicity of the user interface and the theme customizations in monday CRM. There are many ways to customize the data entry, and I can create our own templates. It's very flexible. **What do you dislike about monday CRM?** Better mobile support, wasn't able to figure it out fully. I was lost when using it and it was a bit laggy. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps in communicating efficiently with leads, ensuring we don't miss anything. I like its simplicity, user interface, and the flexibility to customize data entry with our own templates. ### 35. Improved Updates That Make Communication Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** Updates that are better for communicating **What do you dislike about monday CRM?** Need more automations and also it should have the claude integration **What problems is monday CRM solving and how is that benefiting you?** Updates on communicating about our products. ### 36. Is monday.com worth it? **Rating:** 4.0/5.0 stars **Reviewed by:** Jay Mark P. | Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about monday CRM?** what i like a best about monday RM is its flexibility and easy customization. its lets you build sales, pipelines your way, automate tasks without coding. and track all customer interactions in one place. the visual dashboards and email toll also male it simple to manage leads and stay on top of deals **What do you dislike about monday CRM?** what i dislike about monday CRM is that it can be pricey, some features are only in higher plans, and is has a learning curve/ it may also get slow with large data, and the mobile app and email tools feel limited compared to dedicated CRMs **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps me organize leads, track, deals, and automate follow-ups, which saves time, reduces missed opportunities and makes managing customer relationships more efficient ### 37. Customisable and Keeps Everything in Check **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** Keeps everything in check and is very customisable. **What do you dislike about monday CRM?** It’s laggy in the browser, but the desktop app is much better. **What problems is monday CRM solving and how is that benefiting you?** NA ### 38. Flexible Setup That Fits Our Specific Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** Flexibility of the system to set up and fit specific needs **What do you dislike about monday CRM?** Not specific to our industry so some features missing **What problems is monday CRM solving and how is that benefiting you?** Retaining data ### 39. A real game-changer for our business **Rating:** 4.0/5.0 stars **Reviewed by:** Phil D. | Director of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** I like the customisations and that I can build boards around not just my own needs but also the needs of the business. We can collaborate on certain boards, create private ones just for us, and still pull all of that data into a dashboard that provides a real-time snapshot of where we're at as a business. **What do you dislike about monday CRM?** Genuinely there's not much that i dislike, i think the only thing is that when building a dashboard it takes a little time to figure out certain data sources and which type to use. If that process could be more incremental like the automations are. Like 'what do you want to show?' > where do you want to pull the data from? > 'how do you want to display it' might make it a bit easier. **What problems is monday CRM solving and how is that benefiting you?** it creates a really visual way for us to track our total sales activities and collaborate on each stage. It gives our owner complete oversight on, as it does to us as a team of how the pipeline is looking. It also allows us the flexibility to build the pipeline around us rather than making our process fit the platform. ### 40. Great for Team Coordination, but Budget Board Customization Is Limited **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** It is useful to coordinate with team members **What do you dislike about monday CRM?** Lack of customizations in certain budget boards **What problems is monday CRM solving and how is that benefiting you?** Keeping the team connected on all updates ### 41. Simple and clear, but with room for improvement in CRM functions **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The simplicity compared to others **What do you dislike about monday CRM?** I am missing CRM functions that others have. **What problems is monday CRM solving and how is that benefiting you?** I can easily capture and process the customers. ### 42. Powerful AI Features, But Hard to Find **Rating:** 3.5/5.0 stars **Reviewed by:** Mr S. | Head of operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** The ai features they have now in the system **What do you dislike about monday CRM?** It’s hard to understand how to find those features **What problems is monday CRM solving and how is that benefiting you?** It’s organized all the information in my company ### 43. Excellent API Unlocks Powerful Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Tyler M. | IT support officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** The API is excellent, enabling expanded IT capabilities and making it possible to integrate broader and more complex systems into Monday. This flexibility greatly enhances what can be achieved with the platform. **What do you dislike about monday CRM?** Monday.com is currently struggling with large item boards. It does not seem to manage boards very well when they contain more than 12 columns and over 9,000 items. **What problems is monday CRM solving and how is that benefiting you?** Monday.com allows our team to be focused on what matters, it cuts out labor intensive data management tasks ### 44. Flexible, Intuitive, and Powerful but the Mobile App Needs Work **Rating:** 4.0/5.0 stars **Reviewed by:** Mohib A. | Key Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Monday CRM stands out for its flexibility and modularity. I love that I'm not locked into rigid, predefined fields or workflows. Everything is customizable, from pipelines to dashboards, which makes it easy to tailor the platform to how you actually work. The interface is clean and intuitive, and collaboration across teams feels seamless. **What do you dislike about monday CRM?** The mobile app leaves a lot to be desired. It's not as smooth or user-friendly as the desktop version, and some key features are either hard to access or just not as polished. It makes working on the go a little clunky compared to what you'd expect from such a strong platform. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps me keep everything organized in one place. From lead tracking to deal stages to follow-ups and task management. It’s solving the problem of scattered workflows and manual tracking by giving me a centralized, customizable system. The visual layout makes it easy to see what needs attention, and automation saves time on repetitive tasks. Overall, it's helping me stay on top of deals, reduce miscommunication, and move faster with more clarity. ### 45. CRM for Boutique Business **Rating:** 4.0/5.0 stars **Reviewed by:** Casey C. | Systems Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about monday CRM?** I like the connections to the Monday workspace and how easily it gels with our already existing boards and workflows. **What do you dislike about monday CRM?** I think when using it in addition to the Monday workspace it can feel bulky and repetitive. We don't use a lot of the features because we already have it covered in the workspace. **What problems is monday CRM solving and how is that benefiting you?** We are able to keep track of how much revenue each of our contacts (individually as well as as an agency) brings into our business. This way we can see who we need to continue to foster the relationship and who maybe isn't giving us a huge ROI and how we can grow in that area. ### 46. Clients with Monday make my life so much easier! **Rating:** 4.0/5.0 stars **Reviewed by:** Cady D. | Client Engagement Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** As the project manager at a marketing agency, when clients have Monday.com and we can set up a marketing-focused workspace, it makes communications and approvals so easy. Being able to see all communications and attachments in one place, and not having to search for an email string, saves time and allows for clear communication! It's also great to be able to see a snapshot of all completed work, and easily go back and find communications and attachments. **What do you dislike about monday CRM?** It's not necessarily a dislike, but Monday is so customizable that it took some trial and error to see what worked best for the number and types of projects we are working on, alerting people, etc. But once we figured it out, it was a win! **What problems is monday CRM solving and how is that benefiting you?** We are able to see exactly where every project standsin the production queue, who needs to be nudged for approval, and have an amazing snapshot of what is coming up and what has been completed! ### 47. A tool with great potential but lacking structure **Rating:** 3.5/5.0 stars **Reviewed by:** Raffaela S. | Digital Account Manager, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** The best thing about Monday's CRM is that it offers a lot of freedom. It allows you to configure a lot based on your specific needs and requirements. It is also a plus that within the CRM Workspace you can generate documents and boards that serve as complements to your main work. **What do you dislike about monday CRM?** Lack of defined structure and occasional configuration errors The CRMs I have worked with have a fairly well defined and gridded system of Leads, Contacts, Deals and Accounts, which can be annoying. However with Monday it happens that many structures are so custumizable that it can be confusing and discouraging because generating the connections between dashboards can be problematic and even more so when you start using it and an automation fails. I have also encountered connection problems when the need arises to duplicate a CRM board such as Lead and change it; there the confusion between boards becomes even greater (sometimes with simple errors that you can modify by reconfiguring the connected boards, but others where you can't correct them other than deleting the board and starting from 0). **What problems is monday CRM solving and how is that benefiting you?** In the first Monday we were presented with a multidisciplinary CRM with many integrations; which we did and we managed to get there, but then when it came time to execute and take the work to the rest of the team, the system created could become messy. ### 48. Exactly what we needed—and easy to integrate **Rating:** 4.0/5.0 stars **Reviewed by:** Robyn P. | Director, Group Sales & Special Projects, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** It is incredibly user-friendly, even for teams with no prior CRM experience. The visual layout, automations and dashboards make it easy to keep track of leads and internal communication without micromanaging. It helped us streamline our entire sales process and we are now preparing to roll it out to our operations team as well. The customer support has been consistently responsive and helpful. **What do you dislike about monday CRM?** Private boards—especially for executive-level visibility—require an upgrade, which feels like a basic feature that should be standard. There are also limits on the number of CRM boards. **What problems is monday CRM solving and how is that benefiting you?** Before Monday CRM, we had no centralized system for tracking leads, proposals, or client touchpoints. Everything lived in emails, spreadsheets, or individual team members’ heads—which made it difficult to collaborate or scale. Monday CRM has given us structure without being rigid. It keeps the team aligned, reduces missed follow-ups and makes our entire sales process more transparent and accountable. It also helps us manage timelines and workloads more fairly, especially across multiple destinations. ### 49. It's good but it can be better **Rating:** 4.0/5.0 stars **Reviewed by:** Emil R. | CEO & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** Monday.com is a great platform that’s easy to use, intuitive, and helps me stay organized. I find it accessible and efficient for managing my day-to-day tasks. Overall, I’m happy with the way it supports my workflow, and I feel there’s still more I can do with it as I continue to explore its full potential. **What do you dislike about monday CRM?** One thing I feel is missing is an AI assistant that could analyze how I use the system and suggest ways to optimize or personalize it for my specific needs. I believe this could really take the platform to the next level in terms of productivity and customization. **What problems is monday CRM solving and how is that benefiting you?** Right now, I use Monday.com to manage several ongoing projects, including task tracking, team coordination, and status updates. It works well for these needs and keeps everything organized in one place.There are other features I know exist in the system that I haven’t explored yet, but there are also functions I wish were available. For example, I’d love to be able to message clients directly via WhatsApp from within the platform, or manage conversations with customers more easily. These types of communication tools would make Monday.com even more powerful and complete for my workflow. ### 50. User friendly and visually intuitive CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** The interface is very user friendly and you can jump in straight away. Visually the CRM is good at highlighting entries with certain categories such as lead status. If you need more complexity then the functionality is there, just not in your face from day 1. **What do you dislike about monday CRM?** Sometimes the software can be a bit slow. There are certain features I'd personally like such as a timeline view with tasks associated with each contract as we have a long pipeline and it would be great to visualise which tasks need doing and what their deadlines are in a timeline view. **What problems is monday CRM solving and how is that benefiting you?** It allows me to keep a comprehensive record of all contracts in our pipeline as well as leads and contact details. I can add notes to each specific case to remind myself of the status of the contract and any important information. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+13%3A16%3A42+-0500&secure%5Bsession_id%5D=f1a89f1b-8262-4ce6-a199-a88053674197&secure%5Btoken%5D=9a8305d8a7da73b78bd9e545bb007eb0814c730f2abcccb623104fcd2414b8f8&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) - 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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)