monday CRM Reviews & Product Details

What I like best about Monday CRM is its user-friendly interface, organised workflows, and ability to track tasks, customer interactions, and progress in one place. It helps teams stay organised, manage client relationships, monitor performance, and collaborate more efficiently. Review collected by and hosted on G2.com.

One thing I dislike about monday CRM is that some features take time to understand, especially when setting up workflows and automations. The customisation options are useful, but they sometimes make the platform feel overwhelming for new users. I would also appreciate simpler navigation and more affordable access to advanced features. Review collected by and hosted on G2.com.

The customisation is what really stands out for me. As someone technical rather than a CRM specialist, I appreciate that I can build out custom fields, boards, and workflows exactly the way I need them without relying on a dedicated CSM or admin to set things up. The interface is intuitive enough that I could configure it myself and get it working the way I wanted fairly quickly.

Ease of use is the other big one — even with all the customisation options, it doesn't feel bloated or overly complex. It's flexible enough to adapt to how we actually work, rather than forcing us into someone else's idea of how a CRM should be structured. Review collected by and hosted on G2.com.

My main frustration is with reliability of automations — specifically, I have a rule set up to move tasks from the "Active" list to "Complete" once they're marked done, and it doesn't always trigger. Review collected by and hosted on G2.com.

It’s very user friendly and intuitive. The platform fits our needs and I am learning more everyday on how we can use it in other areas of our company. Review collected by and hosted on G2.com.

There isn’t a customer service center you can call directly if you have issues which can sometimes be a little frustrating when you are trying to figure something out BUT, I will say, the AI chat bot is very good and can almost answer any question or help you solve any issues. I have been transferred to live agents via chat and email and they are very responsive but depending on what the issue is, it may not be resolved right away and could take days or weeks for a final outcome. I am a little concerned how the new AI features are going to take up credits very quickly and become more pricey than originally thought to be. Review collected by and hosted on G2.com.

As a designer, Monday.com helps me organise my workflow by giving clear visibility into all the tasks that need to be completed for the day, the week, and beyond. Being able to share all files within each task removes the need for emails, since everything that’s needed is kept in one place. From there, we can go back and forth with the client manager or the client themselves until the task is complete. This “everything in one place” approach also makes it easy for other team members to pick up a task, and it creates a strong space for collaboration. Review collected by and hosted on G2.com.

I sometimes find the boards hard to locate or navigate, so I mainly stick to the “My Work” board and focus on tasks where I’m directly tagged. At times, tagging can be intermittent, which means items don’t show up in “My Work” until I tag myself again. Review collected by and hosted on G2.com.

What I like most about monday CRM at Berden is that you can just see quite quickly what is going on with a customer and who is working on what. Before, information could sometimes be a bit all over the place, and now it's much easier to keep track of things. Also for working together with colleagues it helps, because everyone can see the same info and you don’t have to ask around all the time. For me that's probably the biggest plus. Review collected by and hosted on G2.com.

What I dislike sometimes is that it can feel like quite a lot of clicking and keeping things up to date. If people don’t use it the same way, it can also get a bit messy pretty fast. And some things are not always very intuitive, so you have to know where to look. Once you get used to it it's fine, but in the beginning it can take some time. Review collected by and hosted on G2.com.

The user-friendly interface is what stands out most to me. It's intuitive and easy to learn, so even without a steep onboarding curve, you can get comfortable navigating boards, pipelines, and workflows quickly. That ease of use translates directly into daily productivity — I can log activity, update deal stages, and track tasks without the tool getting in the way of actual work. It strikes a nice balance between being visually simple and still powerful enough to handle the complexity of a real sales/CRM workflow. Review collected by and hosted on G2.com.

In Sales Opportunities, there's no direct way to link multiple opportunities together for better visibility and easier access. When deals are related — like multiple opportunities tied to the same account, project, or client — you end up having to search or cross-reference manually instead of seeing them connected in one view. A native linking feature between opportunities would make it much easier to track relationships and get the full picture without extra clicks. Review collected by and hosted on G2.com.

The flexibility and ease of use. monday CRM is highly customizable, so teams can adapt it to their sales process while still having a clear, visual overview of their pipeline and activities. Review collected by and hosted on G2.com.

I dislike some advanced CRM features and reporting capabilities can feel less mature than those of more established CRM platforms. While the flexibility is a major strength, setting up more complex sales processes or highly customized reports can sometimes require additional configuration and isn't always as intuitive as it could be. Review collected by and hosted on G2.com.

Monday is great for managing day to day tasks. It helps a lot with connecting a single item on multiple boards and views so that everything can stay synchronized in real time. The email integration is amazing, I can manage all of my communications in one place. User interface is very user friendly once you get used to it. Overall performance is great compared to other platforms. Pricing could be better but works for me. Monday's online support is super fast, everything can be sorted in a single chat. AI enhancement has taken Monday to another level. Review collected by and hosted on G2.com.

Sometimes it gets really slow especially when applying formulas to multiple items on a board view. That could have been improved. Review collected by and hosted on G2.com.

I love how customizable and flexible monday CRM is. We can build it to be exactly what we want without needing to code, which is really helpful for our specific team needs. The initial setup was super easy with out-of-the-box templates that we could customize, so we were up and running in just a couple of days. It's great that we can start with something solid and then modify it as needed. Review collected by and hosted on G2.com.

I find the emails and activities integration can be a little bit cumbersome. It's not about sending or receiving emails, but organizing them. When we cc somebody from our team on an email chain, it suddenly gets associated with almost all of our accounts in the emails and activities. So that's been a bit problematic. Review collected by and hosted on G2.com.

monday.com offers a wide range of useful functionality, but its Anthropic connector stands out. I can describe a task to Claude, and the connector creates it on the monday board accurately and with minimal effort.

The UI is equally strong — everything is visible in one view, and the filtering is excellent, including filtering by assigned people, which reflects solid performance.

I recently worked with Monday CRM APIs on a task estimated at over a week. With their support team's assistance and a thorough onboarding KT session, we completed it in a single day. It was also covered under our existing team plan, so there was no additional cost. Review collected by and hosted on G2.com.

It would be helpful to have a bit more context around chatbot tuning, especially so it can better understand and respond to filter-related queries. Review collected by and hosted on G2.com.