monday CRM Reviews & Product Details

I like how easy it is to view and find data using monday CRM. It's also customizable to fit my needs, which is a great feature. I really value the account summary and deal exposure per enquiry tools, as they help me manage my tasks efficiently. The initial setup was pretty good, making it straightforward for me to get started with the platform. Review collected by and hosted on G2.com.

I think monday CRM could really improve by displaying figures in a bar chart or pie chart format. It would make understanding data a lot easier. Also, a faster response time would be really helpful. Sometimes it feels like things take longer than they should, and speeding up would enhance the overall experience. Review collected by and hosted on G2.com.

It’s simple to use and flexible across multiple use cases. Onboarding our team was straightforward, and we’re continually discovering new ways to get even more out of it, such as its AI features and integrations with other apps. We are a registered charity, so the pricing works even better for us. the 10 free charity licences made it so each to trial, and we found it performed better than we had expected. Review collected by and hosted on G2.com.

Shared workflows in one space can be challenging, although that may be more related to our own setup and design choices. Since we built it ourselves, bringing in a skilled designer could be helpful. Review collected by and hosted on G2.com.

flexibility and avaliability all time

It can be modified easily Review collected by and hosted on G2.com.

the access management is not trivial it needs to be more clear Review collected by and hosted on G2.com.

It is very flexible and can be tailored relatively easy. Also its ability to work and integrate other tools. Monday has been a real value in tracking our contacts, prospects, and deals. I really enjoy how flexible the software is to adapt to our team's needs. Because of this flexibility, it also helps in adjusting the software to old ways of work rather than retraining people on new ways of work. Review collected by and hosted on G2.com.

I would like to use Monday CRM and its tooling more but I wish we could have a better pricing structure on, for example, the note taker. We currently use Fireflies and we know that each month we pay 20 EUR per member. On Monday, because it's AI, we have no clarity on how much we will be paying for the note taker. Review collected by and hosted on G2.com.

It’s incredibly customizable. We were able to create dashboards very easily to showcase the metrics the leadership team wanted to see. Review collected by and hosted on G2.com.

The team asked about pulling prospect conversations out of Monday so they can be used in an AI tool for optimization, but there doesn’t seem to be an easy way to do this. Review collected by and hosted on G2.com.

Monday CRM is a helpful platform that keeps everyone organized. I love that it makes it easy for everyone to stay on top of tasks, write notes, and assign items to different people. It’s also great for tracking different stats and keeping everything in one place. Review collected by and hosted on G2.com.

I wish I were notified when someone updates their notes. Also, at the beginning it can feel like a lot to learn and navigate until you get used to where everything is. Review collected by and hosted on G2.com.

Monday CRM has been a game changer for our team. Following up on leads and interacting with new leads has never been so easy. The new CRM agents and workflows have made our work more efficient; as a result, we’re spending less time thinking about a concept and more time streamlining and executing. the value is priceless really because the company has different people globally with different skill sets, monday crm has simplified work for everyone in a way, Review collected by and hosted on G2.com.

the limitations in automations, having to copy the board Monday email address every time I sent an email to people outside the organization, some time the update loop back to Monday and sometime they don't depending whether the email recipient replied all Review collected by and hosted on G2.com.

We use it for project management, and it allows us to track the progress of our tasks, identify stakeholders, see blocking or overdue tasks, and monitor customer satisfaction feedback. It's truly a very comprehensive tool. Review collected by and hosted on G2.com.

We experience significant slowdowns in the tool, which may be related to the amount of information and external links made (with our drives, SharePoints, etc.). Review collected by and hosted on G2.com.

Monday CRM is amazing for my day-to-day activities. I can customise the layout to suit how I use it, and everything stays organised, which makes my day-to-day role much easier to navigate. Review collected by and hosted on G2.com.

I am yet to find anything that I dislike. It will be even better for me to give an honest opinion once I gain more access for role. Review collected by and hosted on G2.com.

What I like best about monday CRM is how flexible and visual it is. The interface makes it easy to organize and track information without feeling overly complicated, and the customizable boards, columns, and views allow you to adapt the CRM to the way your team actually works rather than forcing you into a rigid process. Review collected by and hosted on G2.com.

One area that could be improved is the overall user experience when working with more complex or highly customized boards. While the flexibility is one of monday CRM's strengths, it can also create a learning curve, especially when there are many columns, automations, views, or different workflows involved. For newer users, it can sometimes take time to understand where everything is located and how different features work together.

I think the onboarding experience could benefit from more contextual guidance based on how a team is actually using the platform. For example, more in-app explanations or recommendations when setting up automations, integrations, or advanced CRM workflows could make it easier to take full advantage of the available features without having to figure everything out through trial and error. Review collected by and hosted on G2.com.