--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1494 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: 1494 scale: '5' date_modified: '2026-08-10' 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:** 1,494 ## 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. 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. ### 2. Project Executive, with production, backlog resposibilities **Rating:** 4.5/5.0 stars **Reviewed by:** Joe S. | Project Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** The Monday CRM platform give all the details of our project backlog and current production activities within one platform. All departments within our business organization are able to refer to a project status in real time **What do you dislike about monday CRM?** The platform could create limitations within a company's workflow for employees that are less adaptive to technology. The efforts put in on the front end to program specific beneficial features, allows are more company inclusion within the platform **What problems is monday CRM solving and how is that benefiting you?** Tracking of emails and project through with perspective customers and ultimately successful bidders creates a single platform resource. A project's history and flow-through process within our company structure is easily understood on this CRM platform ### 3. Visual Pipeline Makes Deal Management Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Shadab S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about monday CRM?** The visual pipeline feature has made it easier to update deals. Now, I can quickly see the health of each deal without having to ask for updates. **What do you dislike about monday CRM?** Setting up takes time and often involves some trial and error. It's also easy to over-customize, which can end up confusing users. **What problems is monday CRM solving and how is that benefiting you?** This has taken the place of all the scattered spreadsheets I used before, and now it works best for me. ### 4. Modern CRM with Fantastic Gallery View for Branding Assets **Rating:** 5.0/5.0 stars **Reviewed by:** Radhika J. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2025 **What do you like best about monday CRM?** We sell branding packages, and the option to view files in a gallery format within the CRM is fantastic. It allows us to easily see our clients' logo assets and previous creative briefs right alongside their contract values. Additionally, the user interface feels modern and refreshing. **What do you dislike about monday CRM?** The mobile app feels quite heavy, but aside from that, I haven't encountered any other issues. **What problems is monday CRM solving and how is that benefiting you?** Managing sales and deliveries for the design studio has become much simpler now. ### 5. Enhanced Accountability with Intuitive Timeline Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Philip S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2026 **What do you like best about monday CRM?** Having the ability to view tasks and leads on a timeline has really enhanced accountability. It’s much easier to track progress and ensure that nothing falls through the cracks. **What do you dislike about monday CRM?** I would like to see more robust and customizable email template options for campaign outreach. The current capabilities feel somewhat limited. **What problems is monday CRM solving and how is that benefiting you?** It has replaced the previously fragmented task list system, offering a much clearer daily overview of pipeline progress. ### 6. Visual Boards and Pipeline View Make Opportunity Tracking Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Akkamma S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2026 **What do you like best about monday CRM?** The visual boards and the pipeline view make it easy for our sales reps to see where every opportunity stands, without having to dig through spreadsheets. **What do you dislike about monday CRM?** Some of the advanced reporting we need—like trend graphs and detailed forecasting—requires complex configurations that aren’t very intuitive. **What problems is monday CRM solving and how is that benefiting you?** It helps keep our entire sales process transparent across teams and cuts down on the time spent updating status reports. ### 7. Excellent, Beginner-Friendly Mobile App for Keeping Meetings and Notes Current **Rating:** 5.0/5.0 stars **Reviewed by:** Aisha T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about monday CRM?** I update my meetings and notes from my phone, which means the data stays current instead of waiting until I’m back at my desk. The interface is also excellent and easy to use for a beginner. **What do you dislike about monday CRM?** Some custom fields are not showing up in the mobile app. **What problems is monday CRM solving and how is that benefiting you?** This has improved real-time performance and pipeline accuracy. ### 8. Basic but powerful CRM alternative **Rating:** 4.5/5.0 stars **Reviewed by:** Fred S. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about monday CRM?** The ability to connect workflows between the CRM and work management systems on the same platform. **What do you dislike about monday CRM?** While the CRM functionality covers the basics, some processes require the use of third-party integrations. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM provides an easy to implement CRM workflow based on a streamlined template. Importing client data from other systems is easy but a functional setup requires some expert knowledge. ### 9. 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! ### 10. A great tool for teams! **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline M. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** Monday has been a great tool for the marketing team at my company. We are able to better manage our weekly 1:1 meetings, and everyone can set up their boards to fit their work style. The platform is user-friendly, easy to understand and train on, and just makes sense for our team. Monday is a platform that you really have to commit to using, which was a learning curve for my team. It doesn't work unless you are totally bought in, which we are now! I use my board as a task and reminder list, and now I don't know how I could function without it! **What do you dislike about monday CRM?** There is not a lot of customer or tech support when we have run into issues. We find it hard to get a response in a timely manner to understand our issues. **What problems is monday CRM solving and how is that benefiting you?** Monday helps my team stay organized, on track, and accountable for our work. It is an easy, transparent way for us to work better together. ### 11. 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. ### 12. 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. ### 13. 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. ### 14. Map View and Mobile Features Make Lead Management Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Sarath K. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2025 **What do you like best about monday CRM?** Monday's Map View made it possible for us to visualise our leads on a map, which helped me identify clusters of clients in certain neighbourhoods. The mobile app also lets agents upload site photos directly, making it easier to keep our records up to date. **What do you dislike about monday CRM?** The offline mode on the mobile app doesn't work consistently. **What problems is monday CRM solving and how is that benefiting you?** With this monday CRM, managing field sales and conducting reliability checks has become much easier. ### 15. streamlining customer relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Holland B. | Emotional Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2025 **What do you like best about monday CRM?** What I love most about Monday CRM is how incredibly easy it is to use, and how quickly they roll out new features based on user feedback. The platform keeps getting better and better, and the tools make it so much easier to stay organized and fully on top of every customer relationship and interaction. It’s been a real game-changer for my workflow! **What do you dislike about monday CRM?** While there are occasional glitches, they are typically minor and quickly addressed. The customer support team is consistently responsive, helpful, and effective in resolving any issues, which makes a big difference in maintaining smooth operations. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM effectively eliminates the risk of overlooking customer interactions by ensuring that all necessary client communications are tracked and addressed in a timely manner. It streamlines my workflow, enhances organization, and helps maintain consistent and reliable client engagement. ### 16. Monday.com the Platform that can do anything **Rating:** 5.0/5.0 stars **Reviewed by:** Tom G. | Financial Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about monday CRM?** The complete ability to customise it to your exact needs, to scale and grow and change as you go, complexity increased or decreased or bringing in other softwares within the platform - the All in One place idea! **What do you dislike about monday CRM?** The time to build, this is alleiviated with support partners though we have found! Build it yourself, but only to a point **What problems is monday CRM solving and how is that benefiting you?** We actually use it as Work management and CRM but it captures all the data, allows anyone to know whats going on at any point, captures exactly what we want and need and allows us to add KPIs and reporting over the top ### 17. 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. ### 18. Fantastic tool for small businesses to effectively manage client relationships and leads **Rating:** 4.0/5.0 stars **Reviewed by:** Michael M. | Marketing manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2025 **What do you like best about monday CRM?** This tool is particularly valuable for our small business allowing us to efficiently manage client relationships despite our limited resources. **What do you dislike about monday CRM?** One potential drawback of Monday compared to other CRM systems is the way it displays client data and organizes customer information. In Monday customers are represented as items on a board just like other workflow components. Monday lacks a dedicated client profile page that consolidates all client information. **What problems is monday CRM solving and how is that benefiting you?** This tool enables my partner and me to seamlessly keep each other updated on client interactions in real time reducing the need for frequent meetings. ### 19. Outstanding Kanban Visualization Makes Lead Management Fun **Rating:** 5.0/5.0 stars **Reviewed by:** Betim M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2025 **What do you like best about monday CRM?** We manage hundreds of leads at various stages, and Monday's colour-coded Kanban view is outstanding for visualising all of this. My team genuinely enjoys updating the statuses, as it almost feels like playing a game. **What do you dislike about monday CRM?** Real estate activity on WhatsApp feels restricted and comes with a high cost. **What problems is monday CRM solving and how is that benefiting you?** I am responsible for managing property leads and coordinating a team of 10 brokers for site visits.Its easier to use, ### 20. Loving Monday.com CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about monday CRM?** Monday.com CRM has made it so much easier to keep track of customers and follow-ups. It’s simple to use, easy to customise, and the automations save us heaps of time. The team works better together, and nothing slips through the cracks anymore. **What do you dislike about monday CRM?** The only downsides are that it can take a little while to set up the way you want, and some features work better on desktop than mobile. **What problems is monday CRM solving and how is that benefiting you?** Monday.com CRM keeps all our customer info, follow-ups, and tasks in one spot so nothing gets missed. It’s made it easier for the team to stay on the same page, cut out double handling, and the automations save us heaps of time. We can see exactly where each customer is at, so we know what needs doing next and can keep things moving. ### 21. Visually Clean Interface That Helps New Team Members Ramp Up Fast **Rating:** 5.0/5.0 stars **Reviewed by:** Anton A. | Senior Systems Engineer , Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about monday CRM?** The interface feels great and looks visually clean, which really helps new team members ramp up quickly. **What do you dislike about monday CRM?** Analytics and reporting functions aren’t as in-depth as those in some specialized CRM platforms, and the email tracking can feel fairly basic. **What problems is monday CRM solving and how is that benefiting you?** It helps keep all contact interactions and outreach efforts visible, so our marketing and sales teams stay aligned. ### 22. Monday has helped us improve our workflows! **Rating:** 5.0/5.0 stars **Reviewed by:** Candra N. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2025 **What do you like best about monday CRM?** Our team loves the highly visual and intuitive interface. Has great color-coded boards with drag-and-drop features, making it easier for us to manage tasks and workflows at a glance. **What do you dislike about monday CRM?** It's easy to get started, but setting up complex automations or dashboards can be confusing without guidance. **What problems is monday CRM solving and how is that benefiting you?** As a creative marketing agency, we needed a CRM that was more visual and could handle automated tasks well. It has improved our project workflow and budget tracking, making it easier for our team to manage projects from start to finish. It also has been helpful that clients can log in to provide feedback and comments on projects, making it a more collaborative platform. ### 23. Really strong, solid CRM and Project Management System **Rating:** 4.5/5.0 stars **Reviewed by:** Euan C. | Regional Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** Visual and Customizable Boards – Easy to tailor pipelines and workflows to different projects. Automation Capabilities – Saves time on repetitive tasks like status updates and notifications. Integrated with Monday Work Management – Seamless link between sales pipeline and project delivery. Easy Collaboration – Internal team updates and tagging make collaboration simple and traceable. Dashboards – High-level overview of pipeline and performance metrics. **What do you dislike about monday CRM?** Limited Email Tracking Functionality – Not as strong as dedicated CRMs for mass outreach or tracking email engagement. Clunky for Advanced Reporting – Some workarounds needed for more complex sales analytics or forecasting. Mobile App Limitations – Some features aren’t as smooth or accessible on mobile compared to desktop. **What problems is monday CRM solving and how is that benefiting you?** We used to manage client relationships and project workflows separately. Monday CRM allows us to connect pipeline management with active delivery, giving us a clear end-to-end view from lead to project execution. ### 24. Intuitive Visual Pipeline and Time-Saving Automations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** The visual interface makes it easy to track leads and deals at a glance. Custom automations save time on repetitive tasks, and the drag-and-drop boards are intuitive for non-technical team members. **What do you dislike about monday CRM?** The CRM features aren’t as deep as dedicated tools like HubSpot or Salesforce. Reporting can feel limited without advanced formulas, and complex pipelines require significant customization. **What problems is monday CRM solving and how is that benefiting you?** It centralizes our sales pipeline and client communication in one place, reducing reliance on scattered spreadsheets. The transparency helps our small team stay aligned, and automation cuts down manual follow-ups. ### 25. Monday CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Hector S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2026 **What do you like best about monday CRM?** Seeing campaign touchpoints across the lead lifecycle helped our team understand which efforts actually led to pipeline movement. **What do you dislike about monday CRM?** The lead scoring and attribution features felt fairly basic, especially when compared with more specialized tools **What problems is monday CRM solving and how is that benefiting you?** This has improved my understanding of the connection between marketing activities and sales outcomes. ### 26. Affordable and Solid Free Version, But Manual Setup Takes Time **Rating:** 3.0/5.0 stars **Reviewed by:** Ronith D. | Founder, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2026 **What do you like best about monday CRM?** Simple and pretty affordable, and even the free version is good. **What do you dislike about monday CRM?** I had to do a lot of manual adding and creating, which made the process more time-consuming than I expected. **What problems is monday CRM solving and how is that benefiting you?** It helps me manage my BD clients in one place, and it connects easily with my gnail. ### 27. Endless Customization for Seamless Workflow Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sanla M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about monday CRM?** Monday offers the flexibility to build just about anything. We developed a custom workflow that allows us to track each lead from the initial inquiry all the way through to shipment delivery, capturing every detail along the way. **What do you dislike about monday CRM?** It took us three weeks to set up the boards, configure automation, and adjust permissions. **What problems is monday CRM solving and how is that benefiting you?** Monday has made it much simpler to track both sales and operations for our logistics fleet. ### 28. monday CRM Scales Smoothly as Our Team Grows **Rating:** 5.0/5.0 stars **Reviewed by:** Rosy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2026 **What do you like best about monday CRM?** As our team grew, monday CRM scaled smoothly, letting us add more users and pipelines without disrupting our existing workflows. **What do you dislike about monday CRM?** The cost rises as automations and boards grow, which can affect the budget. **What problems is monday CRM solving and how is that benefiting you?** This has proven to be a scalable CRM foundation, without creating a heavy workload. ### 29. Automation Supercharged Our Team's Responsiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Varkey O. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2026 **What do you like best about monday CRM?** After we set up automation for lead assignment status updates and follow-up tasks, our team's responsiveness improved noticeably and quickly. **What do you dislike about monday CRM?** Some of the more useful triggers and conditions require creative workarounds to function as intended. **What problems is monday CRM solving and how is that benefiting you?** It helps minimize manual data entry and ensures that deals progress more smoothly through our sales funnel, resulting in fewer bottlenecks. ### 30. Visual Boards and Automation Streamline Campaign Management **Rating:** 5.0/5.0 stars **Reviewed by:** Saritha T. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about monday CRM?** The visual boards helped break the campaign into phases and made dependencies clear, which allowed the team to identify delays earlier. Automation also advanced tasks as soon as approvals were completed, keeping the workflow moving efficiently. **What do you dislike about monday CRM?** Handling highly complex campaign dependencies continues to involve manual verification steps. **What problems is monday CRM solving and how is that benefiting you?** This helps keep multi-step campaigns on track and minimizes last-minute rushes. ### 31. Great Automation and Centralization, But Pricing Could Be Friendlier **Rating:** 3.5/5.0 stars **Reviewed by:** Sanket W. | Project Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about monday CRM?** This tool is particularly effective for automation and tracking activities. It brings together client data and communications in one place, making everything more centralized. Additionally, its user-friendly design and intuitive interface make it easy to navigate and use. **What do you dislike about monday CRM?** The platform offers the complexity needed for advanced setups, but its cost and pricing structure are not very accommodating for small teams or solo users. **What problems is monday CRM solving and how is that benefiting you?** There are many manual and repetitive tasks involved. ### 32. Automation That Eliminates Repetitive Tasks Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Pablo C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about monday CRM?** The automation options help reduce repetitive tasks, such as follow-ups and assignments. **What do you dislike about monday CRM?** It would be great if the reporting feature were more intuitive and didn't require the use of formulas. **What problems is monday CRM solving and how is that benefiting you?** We were looking for a centralized sales pipeline tool to replace our scattered spreadsheets, and this CRM has helped bring both visibility and consistency to our process. ### 33. Effortless Lead Tracking and Customisable Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Kamal M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about monday CRM?** Monday CRM makes it easier to track leads, manage deals, and keep up with follow-ups. Its customisation options allow you to adapt pipelines to match real workflows, all without requiring any technical expertise. **What do you dislike about monday CRM?** Some advanced features take additional time to set up properly. **What problems is monday CRM solving and how is that benefiting you?** This tool makes it easier to organize all sales activities in a single location, which helps cut down on the need for manual tracking. ### 34. Effortless Campaign Management with Powerful Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Saranya K. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2025 **What do you like best about monday CRM?** Campaign boards made it simple to monitor each stage, from planning through execution, all in a single location. The automation features were useful for assigning tasks and keeping statuses updated. **What do you dislike about monday CRM?** The reporting on campaign performance seems quite basic and could really benefit from additional features. **What problems is monday CRM solving and how is that benefiting you?** It streamlines campaign execution, helping to minimize confusion between the marketing and sales teams. ### 35. Intuitive CRM with Flexible Boards and Clear Timelines **Rating:** 5.0/5.0 stars **Reviewed by:** Waris M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2025 **What do you like best about monday CRM?** Monday CRM feels great once you get used to it. The drag-and-drop boards and clear timelines are definite strengths. I find it easier to adapt this CRM to fit the actual sales process. **What do you dislike about monday CRM?** Certain features take some experimentation to fully understand. **What problems is monday CRM solving and how is that benefiting you?** This Monday CRM eliminates the need for scattered spreadsheets and manual follow-ups, which helps reduce the amount of manual effort required. ### 36. Effortless Lead Management and Daily Prioritization **Rating:** 5.0/5.0 stars **Reviewed by:** Sarath K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about monday CRM?** Follow-ups, tasks, and notes remain linked to each lead, so I never lose context between calls. The activity timeline also helps me prioritize my day more effectively. **What do you dislike about monday CRM?** Email synchronization can sometimes be slow, which leads to notifications accumulating rapidly. **What problems is monday CRM solving and how is that benefiting you?** This helped us reduce the number of missed follow-ups on our inbound leads. ### 37. Follow-Up Reminders and Tracking Boost Our Responsiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Gayle W. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2026 **What do you like best about monday CRM?** The follow-up reminders and activity tracking have helped eliminate forgotten outreach tasks, and they have also improved our responsiveness. **What do you dislike about monday CRM?** The email templates could be more polished and offer greater customization options. **What problems is monday CRM solving and how is that benefiting you?** It helps me keep my daily sales tasks organized and makes sure that every promising lead receives timely attention. ### 38. All Deal History, Notes, and Next Actions in One Place—Makes Follow-Ups Easy **Rating:** 5.0/5.0 stars **Reviewed by:** John K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2026 **What do you like best about monday CRM?** Seeing the deal history, contact notes, and next actions all in one place has helped me keep up with follow-ups efficiently. **What do you dislike about monday CRM?** At times, updating records felt slow, which made the overall experience a bit frustrating. **What problems is monday CRM solving and how is that benefiting you?** This improved our deal flow through better accountability. ### 39. User interface is very intuitive. **Rating:** 4.5/5.0 stars **Reviewed by:** Jay G. | Sales Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** User interface is easy to follow and easy to add new items. **What do you dislike about monday CRM?** Integrations can be complicated and are require some training or pro help. **What problems is monday CRM solving and how is that benefiting you?** We are able to track opportunities from start to finish with status and action items along each phase of the transaction. ### 40. Email Integration Feature Makes All the Difference **Rating:** 4.0/5.0 stars **Reviewed by:** Ethan L. | Business Development & Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** The email integration feature lets me send emails directly from my monday boards, which is very convenient. **What do you dislike about monday CRM?** The email tracking feature does not always provide accurate results. **What problems is monday CRM solving and how is that benefiting you?** This tool enables me to organize both prospective and current clients in a clear and structured way. ### 41. Visually Appealing Dashboard and Seamless Email Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sophie K. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about monday CRM?** The visual interface is quite appealing, and I appreciate being able to view the full status of my campaigns directly from the dashboard. We make use of the Emails and Activities integration to log all client communications. **What do you dislike about monday CRM?** The email marketing feature offers only limited customization options. **What problems is monday CRM solving and how is that benefiting you?** I find that managing lead campaigns in Monday CRM is simpler compared to other tools. ### 42. Real-Time Insights and Effortless Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Choueiri B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2026 **What do you like best about monday CRM?** The dashboard provides real-time insights into pipeline value, deal velocity, and rep performance. Forecasting has become easier thanks to the shared visibility it offers. **What do you dislike about monday CRM?** The AI insights offered here are not as extensive as those available in the enterprise CRM. **What problems is monday CRM solving and how is that benefiting you?** It improves accuracy and ensures that everything stays properly aligned. ### 43. Pipeline Board Brings Instant Clarity to Deal Movement and Priorities **Rating:** 5.0/5.0 stars **Reviewed by:** Divyesh K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about monday CRM?** The pipeline board in our standups gives instant insight into deal movement and stuck deals, and it makes priorities very clear. **What do you dislike about monday CRM?** Custom report templates could be easier to build, especially for the execs. **What problems is monday CRM solving and how is that benefiting you?** This has made my weekly reviews much more efficient. ### 44. The most unexpected life-changing software I ever met **Rating:** 5.0/5.0 stars **Reviewed by:** רוי . | Business owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** What I appreciate most about Monday CRM is its intuitive and customizable interface. This feature allows you to tailor workflows and dashboards to meet your team's specific needs. The automation capabilities are a significant advantage, as they save time and minimize manual tasks. Additionally, the seamless integration with other Monday.com tools and external applications ensures that all your data is consolidated in one place, which greatly enhances collaboration and communication. Furthermore, the ability to track leads, sales, and performance metrics in real-time makes managing customer relationships both efficient and effective. Overall, it’s a powerful tool for scaling and growing businesses! **What do you dislike about monday CRM?** Complexity of some advanced features. And also that everything is only avaialbel in the Enterprise plan which is the most expensive one. **What problems is monday CRM solving and how is that benefiting you?** single source of truth with clear visibility ### 45. Clear Campaign-to-Lead Tracking That Highlights Channel Impact **Rating:** 5.0/5.0 stars **Reviewed by:** Rajesh K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about monday CRM?** Tracking campaigns alongside leads helps show conversion points and each channel’s impact more clearly. **What do you dislike about monday CRM?** This lead scoring and the available customization options are still limited. **What problems is monday CRM solving and how is that benefiting you?** This has improved collaboration and made the lead handoff smoother. ### 46. Clear Campaign Touchpoints Make Lead Movement Easy to Track **Rating:** 5.0/5.0 stars **Reviewed by:** Hashim R. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2026 **What do you like best about monday CRM?** Being able to see the campaign touchpoints tied to lead movement helps me correlate the effort with the conversion. **What do you dislike about monday CRM?** The multi-touch attribution reporting could be more in-depth and much clearer. **What problems is monday CRM solving and how is that benefiting you?** This aligns the marketing impact with the sales outcomes. ### 47. Clean Lead Handoffs from Campaigns to Sales Board **Rating:** 5.0/5.0 stars **Reviewed by:** Sarath K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2026 **What do you like best about monday CRM?** Leads move cleanly from the campaigns into the sales board, which makes the handoffs clearer than before. **What do you dislike about monday CRM?** The multi-touch attribution reporting in this is very basic and fairly limited. **What problems is monday CRM solving and how is that benefiting you?** This improved coordination between the marketing and sales teams. ### 48. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** I like the bright colors, the boards to create list from uploading excel spread sheets, The tracking it can do for me and the case association with the clients **What do you dislike about monday CRM?** The error to load time line to add a note or see other notes. Forces us to use the updates as a note **What problems is monday CRM solving and how is that benefiting you?** It is making it so easy to track progress on dead lines to bring to the higher management team with accurate numbers ### 49. Excellent Tool for Workflow, Despite Minor Automation Limits **Rating:** 4.0/5.0 stars **Reviewed by:** Filipe Z. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2025 **What do you like best about monday CRM?** It is easy to create new boards for different processes. **What do you dislike about monday CRM?** There are some limitations in formula columns and automations, especially when working with subitems. **What problems is monday CRM solving and how is that benefiting you?** Centralizing business information helps ensure alignment across the entire company. ### 50. Not only revolutionised my company - but saved it **Rating:** 5.0/5.0 stars **Reviewed by:** Lizanne v. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** The CRM components have allowed be to automate our targetting and processes to the extent that I can offer in 2 hrs what my competitors brag about being able to complete within 24 hours. I have a real competitive advantage with a staff compliment that is less than half of what was rewuired before **What do you dislike about monday CRM?** I look forward to being able to send responsive html email templates directly to my individual leads. **What problems is monday CRM solving and how is that benefiting you?** it helps me organiseand track my clients from a prospect, to meetings, wmails etc, to sales. It follows up on my overdue accounts automaticall so that I do not have to have unfortuante communications to my clients - and I can see my entire marketing and sales operations in a dashboard ## 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) - 2 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?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+11%3A44%3A08+-0500&secure%5Bsession_id%5D=abb699a6-c745-40d9-9bbf-91ebf255228a&secure%5Btoken%5D=63550ad35073156ebf6eaab5a685e7387894d83f428e30e7d3cfea660140139a&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [Abtrac](https://www.g2.com/products/abtrac/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Amazon AWS Platform](https://www.g2.com/products/amazon-aws-platform/reviews) - [Apple Mail](https://www.g2.com/products/apple-mail/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [Clockify](https://www.g2.com/products/clockify/reviews) - [Cursor](https://www.g2.com/products/cursor/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Doxaclick SL](https://www.g2.com/products/doxaclick-sl/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews) - [Google Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Hootsuite](https://www.g2.com/products/hootsuite/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [IBM Maximo Application Suite](https://www.g2.com/products/ibm-maximo-application-suite/reviews) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Mailgun](https://www.g2.com/products/mailgun/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Meta](https://www.g2.com/products/meta-ai-meta/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Miro](https://www.g2.com/products/miro/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [Neo](https://www.g2.com/products/neo-2023-07-18/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [Procore](https://www.g2.com/products/procore/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Salesforce Backup & Recover](https://www.g2.com/products/salesforce-backup-recover/reviews) - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Similarweb](https://www.g2.com/products/similarweb/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [SlackNotify](https://www.g2.com/products/slacknotify/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Unleashed](https://www.g2.com/products/unleashed/reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews) - [Webex Suite](https://www.g2.com/products/cisco-webex-suite/reviews) - [Windows 11](https://www.g2.com/products/windows-11/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## monday CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top monday CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,300 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)