--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1458 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: 1458 scale: '5' date_modified: '2026-08-06' 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:** 1,458 ## 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. Highly Customizable Workspaces With Seamless Slack Notifications **Rating:** 5.0/5.0 stars **Reviewed by:** Tim W. | Programmatic Media Buyer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** What I like most of Monday is the customizability. I am able to create a customer work place that fits my daily needs that differ from much of my team's. This help me organize relevant assignments and quickly review any updates. The integration with Slack has also been a great way to streamline notifications so we don't miss a thing. **What do you dislike about monday CRM?** Pricing is a bit higher than other CRM's, but it is worth it if your team needs better orginization. **What problems is monday CRM solving and how is that benefiting you?** The biggest thing Monday CRM is solving is creating an easy to understand work space where we can have the AI help optimize the layout. ### 2. Streamlined Team Collaboration and Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew G. | Maintenance Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2026 **What do you like best about monday CRM?** I like using monday CRM for collaborating with teams and projects, and it helps in building out a social media calendar. I appreciate keeping everything in a central location for teams and the ability to track progress. I enjoy the ease of use and rearrangement of tasks. The color coding and simplification of routine tasks are also features that I find valuable. It helps me stay aware of projected timelines and communicate with teammates about high-value projects. The initial setup was easy, especially with the available support, which is a plus. **What do you dislike about monday CRM?** Nothing that I’m aware of right now. It’s a great product. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to keep everything in a central location for teams, maintain awareness of timelines, and communicate about projects. It helps with collaborating on projects and building out a social media calendar. ### 3. Powerful Flexibility to Run Operations and Sales Exactly How You Want **Rating:** 5.0/5.0 stars **Reviewed by:** Elisa A. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I can create exactly what I want to run both operations and sales **What do you dislike about monday CRM?** The new upgrade doesn't allow me to search multilple boards against one name and still have the seacr running, as in I search for "john doe" and then I click to update one board, when I exit that board to then update another board I have to run the same search again, before I could go back and forward mantaining the "john doe" name **What problems is monday CRM solving and how is that benefiting you?** What I mentioned on the last questions, the ability to search a client across boards and not have to re do the search everytime I enter a specif board ### 4. Versatile CRM That Unifies Our Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Artem S. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I think I like how versatile monday CRM is. Something that works really well is how I can connect boards to each other and have a hub board that connects all the boards together. This setup provides a better overview, and I think this works really well for me. **What do you dislike about monday CRM?** For the automations in monday CRM, there are not enough conditions for our industry or business needs. I find there aren't enough options, especially with updates written on the items. For instance, I'd like an update to automatically be written when a certain condition is met in a ticket, but there's no such option. Also, the initial setup was not easy until many teams actively started using it, and it only became clearer over time. **What problems is monday CRM solving and how is that benefiting you?** I find it solves the chaos of my incoming tickets. ### 5. Highly Customizable and Easy to Implement CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Memory B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2026 **What do you like best about monday CRM?** I love that monday CRM can be used across all departments, allowing us to each add in our connections with each contact. It's great that we can read and see what has been done or said to contacts in the past. I really like the CRM's customizability with tags and columns. The initial setup was very easy, and everything imported well, although setting up the customization features took a little bit of time but was well worth the effort. **What do you dislike about monday CRM?** There isn't much to dislike, anything it lacks can be made up with the customization offerings. **What problems is monday CRM solving and how is that benefiting you?** With monday CRM, we track all contacts, improving inter-departmental use and keeping comprehensive records. It helps us prepare for presentations and conversations with past interactions. The CRM's customization with tags and columns enhances our tracking system. ### 6. Versatile CRM with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Relo K. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I use monday CRM to create survey forms, which is quite useful for gathering details from our customers and clients. I also use it to plan our marketing calendar and track how customers are interacting with our website. I'm comfortable with using monday CRM and I enjoy using it. **What do you dislike about monday CRM?** The only thing with monday CRM forms is having sections. I think it'll be very useful to have sections. So let me say, like, personal details and then after personal details, people list their personal details. Obviously, there'll be questions there. Then after personal details, then we get on to the more important stuff. It will be very appreciated if monday.com could think of any sections in the forms. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to create survey forms, plan our marketing calendar, and track customer interactions with our website. ### 7. Organized Boards, Great Value, and Helpful AI Guidance **Rating:** 4.5/5.0 stars **Reviewed by:** Vedant J. | VCE Chemistry Tutor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2026 **What do you like best about monday CRM?** Organisation and the whole idea of different boards, having favourite boards as well. The performance is pretty good too, a lot of data can be stored. Definitely good price and definitely worth the payments. AI is also beneficial and answers questions and guides users well. Onboarding is easy to do which is simple and good **What do you dislike about monday CRM?** Performance can be a bit slow when there are a lot of data sets, sometimes the processes don't work **What problems is monday CRM solving and how is that benefiting you?** Efficiency with confirming data and entering data, managing data, tracing it. It is beneficial because it is organised ### 8. Monday Keeps Our Leads Organized and on Track **Rating:** 4.0/5.0 stars **Reviewed by:** Carl G. | Sales & Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** Monday makes it easy to keep track of all of our leads, their current status and ensure that no one slips through the cracks **What do you dislike about monday CRM?** When we had an issue, it took far too long to resolve and although the support team was helpful and eventually fixed the issue, the rollout should have been much faster **What problems is monday CRM solving and how is that benefiting you?** Monday CRM allows all members of the team to access vital information about our clients in one centralized location. We can view all the of the meeting times and email communications and know exactly where we are with each lead ### 9. Clean, concise, useful! **Rating:** 4.0/5.0 stars **Reviewed by:** Lyudmil S. | Client delivery director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Using the CRM can really help a company scale more easily. It provides a lot of room for involving all the different teams in a company and streamline communication. It can also easily be integrated with different 3rd party softwares and a lot of features can be built separetely. All team can use the system on a daily basis to keep track of everything in the company. **What do you dislike about monday CRM?** A lot of the best features are behind a pay-wall or a paid app on the marketplace. **What problems is monday CRM solving and how is that benefiting you?** Streamlined communication, company scaling, email tracking and mass email sending, email sequences, sales tracking, etc. ### 10. Customizable Dashboards That Keep Our Team Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Tiffany L. | Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** Monday CRM fulfills all of my team's needs for scheduling and tracking. The customizable dashboards are very helpful and allows us to stay organized and track various projects and metrics. **What do you dislike about monday CRM?** At times the system runs a bit slow and entering information can take more time than I feel that it should. I find that this happens in the middle of the day when there are several team members making updates in the system. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM has been extremely helpful in keeping me organized and up to speed on various projects and metrics. ### 11. Effortlessly Manage IT Data with monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** maor c. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I find monday CRM to be a much faster way to handle data. The app's mobile version is easy to use, allowing me to review my data from anywhere on any device. I like that it's a great platform for accessing IT information, like serial numbers of laptops and desktops, and managing emails of employees. The setup was pretty easy too, as it supports importing data from Excel files straight into monday. **What do you dislike about monday CRM?** They need to give end users more permissions to change things. There should be more options for ownership and permissions, not just read-only or modify some of the things. **What problems is monday CRM solving and how is that benefiting you?** monday CRM offers a faster way to handle and access data, making it easy to use on mobile devices. I store secure IT info like serial numbers and emails, which I can review from anywhere. ### 12. Flexible, Easy-to-Use CRM with Custom Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Carl N. | CSIS Web Design Instructor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2025 **What do you like best about monday CRM?** I really appreciate monday CRM because it's flexible and easy to use. The platform is highly customizable, allowing us to adapt workflows, dashboards, and automations to fit our specific needs. I can tailor these features to match how our departments work, rather than changing our processes to fit the software. I also find the custom dashboards incredibly useful since they provide a clear view of project tasks and key metrics, which makes it easy to track progress and identify priorities. Additionally, setting it up was quite easy since most of the documentation was readily available online, and the standard templates and simple bots helped us get up and running quickly. **What do you dislike about monday CRM?** One area where the CRM could be improved is reporting analytics. I believe there could be a learning curve in setting up complex automations or workflows for the first time, making it easier. Additionally, highly customized bots would occasionally take extra effort to maintain. It will be helpful to have more advanced reporting options built directly into the platform, especially for combining data across multiple boards, which need additional workarounds. The main challenge with more complex setups is that they can become difficult to visualize and troubleshoot when multiple conditions and actions are layered together. It's not always immediately clear how these setups behave in practice. A more guided setup experience along with better previews of how automations will run in various scenarios will reduce the learning curve and make it easier for new users to build reliable workflows. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to improve collaboration across departments. It's flexible and easy to use, allowing us to customize workflows, dashboards, and automations to fit our needs, which helps track progress and identify priorities. ### 13. User-Friendly and Supportive, with Powerful Connected Boards **Rating:** 5.0/5.0 stars **Reviewed by:** Carli L. | Admin assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** How user friendly it is. It offers a lot of support so I can streamline the different things I am working on. I appreciate that I can connect multiple different boards together to save time and increase my performance. Monday's as a whole is always updating and including new things to try. **What do you dislike about monday CRM?** Just basic difficulties, trying to get boards to do certain things but not understanding what I am doing wrong to make it work. **What problems is monday CRM solving and how is that benefiting you?** I cannot think of anything specific regarding this at this time. ### 14. Flexible Monday CRM That Fits Your Team’s Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Tyler H. | Development Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** The flexibility to build Monday CRM however is best for your team's workflow is great. Before Monday I've always struggled to get other CRMs to work with my teams current workflows. **What do you dislike about monday CRM?** Monday CRM requires users to really know the full capabilities of Monday as a platform to use it to its full potential. It creates a steep learning curve for new users. **What problems is monday CRM solving and how is that benefiting you?** It's able to be the central brain for my company's sourcing pipeline and project management. It's a huge benefit not having to switch between different platforms for these things. ### 15. Intuitive, Customizable CRM That Streamlines Pipelines and Team Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is its intuitive and highly customizable interface for managing client relationships, pipelines, and team collaboration. From an account management perspective, it makes it easy to track deals, follow-ups, onboarding, and renewals in one centralized platform. The automation features save time on repetitive tasks, and the dashboards provide strong visibility into account activity and team progress. I also appreciate the seamless integrations with email and calendar tools, which help streamline communication and workflow management. **What do you dislike about monday CRM?** One downside of monday CRM is that some of the more advanced reporting, automation, and customization features can take time to fully learn and configure. While the platform is very flexible, setting up complex workflows can feel overwhelming for newer users. I also think pricing can increase quickly as teams scale and require additional integrations or advanced functionality. At times, certain views or dashboards can become cluttered when managing a large volume of accounts and activities. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve challenges around account visibility, pipeline management, and cross-functional collaboration. It centralizes client communication, tasks, deal tracking, and follow-ups in one place, which reduces manual coordination and keeps teams aligned. From an account management perspective, this improves organization, response times, and overall client experience. The automation features also help save time on repetitive administrative tasks, allowing me to focus more on relationship building and strategic account growth. ### 16. Efficient and Intuitive CRM with Powerful Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Thabiso M. | Claims Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I find monday CRM easy to use with customizable workflows and visual dashboards that help make managing work simple and efficient. The helpful automation is a big plus for managing my tasks with ease. I also like the collaboration features and the ability to track progress in real-time, which is incredibly useful. The platform provides more advanced tracking options that have improved our productivity. The initial setup process was smooth, and I didn't encounter any issues. **What do you dislike about monday CRM?** Sometimes advanced features can take time to learn. I'd like to see more built-in reporting options. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track work flow and timelines, making it easy with customizable workflows and visual dashboards. It organizes and improves productivity with advanced tracking options and real-time progress tracking. ### 17. Top-Notch Support and an Easy-to-Use Interface for Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Greg M. | Web Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The interface, the support is top notch, they will get on a call and record a video to walk you through things. Overall it's easy to use and works perfectly for me and my team. **What do you dislike about monday CRM?** Some of the interations stop working and I have to fix them. Also, paying per seat is not a something I like as well. It restricts me from adding more of my team. **What problems is monday CRM solving and how is that benefiting you?** It solves my project management issues with my employees as well as the website form integration is so helpful ### 18. Visual, Flexible CRM That Streamlines Pipelines with Automation and Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Kamal R. | Business Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2026 **What do you like best about monday CRM?** What I like most about monday CRM is its highly visual, customizable interface, which makes it easy to manage leads, sales pipelines, tasks, and team collaboration all in one place. The automation features help cut down on manual work, the dashboards give clear visibility into progress and performance, and the overall flexibility lets teams tailor the CRM to their specific business processes without a heavy technical dependency. **What do you dislike about monday CRM?** One drawback of monday CRM is that some of its more advanced CRM and reporting capabilities may require extra setup and customization to fully align with complex business workflows. Pricing can also become costly as teams grow, especially when adding more users or opting into premium features. In addition, some integrations and automations may feel limited compared with more specialized enterprise CRM platforms. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps us address challenges with lead tracking, sales pipeline management, task coordination, and team collaboration by bringing all customer and sales activities into one centralized platform. For our team, this means clearer visibility into sales progress, fewer manual follow-ups, and more automation for repetitive tasks, which makes collaboration smoother and more efficient. It also supports better opportunity tracking, quicker response times, and a more organized approach to customer relationship management, ultimately improving productivity and decision-making. ### 19. Excellent Project Oversight and Visibility for Everyone **Rating:** 4.0/5.0 stars **Reviewed by:** Mikel R. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** It's ability to manage a project and give everyone oversight of where it's at, including those that aren't direct employees **What do you dislike about monday CRM?** CRM isn't intuitive. It's quite difficult to see a customers activity and timeline in one, easily accessible place. **What problems is monday CRM solving and how is that benefiting you?** It's allowed us to amalgamate several sources of information into one easily, accessible location that many people can have access to at different levels. It's like excel on steroids and our project management coupled with visibility of such is fantastic ### 20. Sleek Spreadsheet-Style Interface That Streamlines Sales Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Monday is presented as a spreadsheet, giving users a sleek and informative interface which presents the key details for sales team to use. The performance is fast, with little issues other than the occasional lag. We use the integrations to design our own tasks board which makes the jobs of our salesmen much easier. **What do you dislike about monday CRM?** Monday's loading speed can sometimes cause issues for us, as with the plugins we use it can make tasks and other pages load slow, sometimes between 20-30 seconds. **What problems is monday CRM solving and how is that benefiting you?** The CRM is helping us hold all of our customer information in one place, with the help of the workflows our system supports the sales team to achieve their goals with ease, instead of making it overly complicated ### 21. Intuitive CRM with Powerful Automations and Slight Performance Flaws **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica T. | Operations Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2026 **What do you like best about monday CRM?** I really like the variety of features in monday CRM that I use regularly. I find the sequences and mass email features very useful. The automations and workflows are a highlight for me because they have dramatically reduced the time we spend on manual tasks, allowing us to maintain a smaller team. Everything is very easy to use, making it accessible for everyone on my team. Additionally, the initial setup was very, very easy. **What do you dislike about monday CRM?** I feel like sometimes it's a little bit slow the more data we put in, the slower it gets. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps us a lot with our clients by organizing all their data. Automations and workflows reduce time spent on manual work, allowing us to maintain a smaller team without needing more hires. ### 22. Monday CRM-Chat **Rating:** 4.5/5.0 stars **Reviewed by:** Saulosi L. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** I like how monday CRM notifies me when I have a task that needs to be done, which is great. I also appreciate how I can chat with their call center persons who are always welcoming, which is wonderful. The setup was as simple as ABC and the information is shared in plain English, making it easy to use without needing interpretation. I also benefit from checking in on monday and seeing the progress status to ensure I don't miss turnaround times. **What do you dislike about monday CRM?** Not yet found **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to schedule my work daily and receive notifications, helping me stay on track. It prompts me to address stuck tasks, so I never miss turnaround times with my clients. ### 23. Effortless Task Tracking, Simple and Effective **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Enterprise (> 1000 emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** I find monday CRM really easy to use and it's very simple to create a board, which is nice because it makes it feel like anyone can use it. The way you can set up calendars or have a visual layout is really helpful because it can change depending on what you want to do, and it's good at showing who is assigned to what. Creating a board is easy, you can just copy and paste a previous board and mold it to your liking, which is really helpful. Task-tracking is simple too, like just pressing 'I've done this task' or 'I'm working on it', providing a clear indication of where everyone is, which is really important with multiple people on a project. The transparency with who's working on what, who’s helping, and leaving comments on boards makes it clear where everyone is when it's used right. The setup was very easy, especially with some help getting everyone on board. **What do you dislike about monday CRM?** Sometimes I do find it hard to navigate when there's heaps of boards. I'm not exactly sure what area to click on, which I have found to be a pretty big struggle because it can. I think the navigation factor of being able to find each board, I can find that pretty tricky sometimes or changing the layout itself. **What problems is monday CRM solving and how is that benefiting you?** I find that monday CRM makes it clear who's assigned to tasks and what's next. It's easy to create boards, adapt them, and track tasks, ensuring everyone knows their responsibilities. The visual layout is helpful, showing a calendar view and increasing transparency among team members. ### 24. Integrations with Monday that facilitate automated information flows **Rating:** 5.0/5.0 stars **Reviewed by:** Mariana L. | Analista de Qualidade e Processos, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** What I like most about the possibility of integrating with other Monday products is allowing the creation of automated flows for sending and collecting information. **What do you dislike about monday CRM?** I believe there are some resources missing for the boards themselves to communicate with each other and better functionalities for customer registrations. Today it is very open and an internal flow is necessary to implement these limitations. **What problems is monday CRM solving and how is that benefiting you?** Control clients, new businesses, and generate reports and monitor indicators about the businesses ### 25. Easy to Read, Anticipatory Software That Keeps Our Lab Running Smoothly **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan A. | Lab technician, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** How easy everything is to read and how anticipatory the software is. It manages everything pretty well and is able to support all functions of our lab without stalling or stopping. **What do you dislike about monday CRM?** The search function is a bit wonky and won't find words that are between words as sometimes we label things differently so that would be nice to be tuned up. As well as the organization of the pages would be a good thing to fix as well **What problems is monday CRM solving and how is that benefiting you?** Being able to quickly set things up with automatic workflow. ### 26. Agility and Flexibility in Commercial Management **Rating:** 5.0/5.0 stars **Reviewed by:** Pamela M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I use Monday CRM for the entire sales process and complete business management, 100% in Monday CRM. I like the agility and flexibility of the system's adaptation. I also value all the features, from the charts and views to the automations. The initial setup seemed super easy to me, and access from PC and the app, although it has limitations, is an advantage. **What do you dislike about monday CRM?** The application has many limitations and I would also like to not have a limitation on items. Additionally, I wish to not have a limit on connected columns. **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM for the entire sales and business management process. It is agile and easy to use, although the application has limitations. I highlight its agility and flexibility, and I think it could improve without the limit on connected columns. ### 27. Great AI Deal Reports and Customization, but Heavy on PC Memory **Rating:** 3.0/5.0 stars **Reviewed by:** Nick S. | Marketing Consultant, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** Ai automation tool will help to create a report about all your deals in a few minutes. no need to export and upload to any external AI tools. Monday is ease to customize, nice UI design **What do you dislike about monday CRM?** Monday consumes a lot of PC memory and it slows down your browser. I don't have smooth experience with my usual laptop **What problems is monday CRM solving and how is that benefiting you?** It helps us to keep all deals and tasks in one place between all departments. u can connect it to MS teams or telegram to get updates in real time . ### 28. Everything in One Place with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2026 **What do you like best about monday CRM?** I appreciate that monday CRM allows me more productivity time by automating tasks. What I like the most is having everything in one space, from the beginning of the sales journey to post-installation care. It collates all the information regarding one client, so the process flows nicely from one board to another, making it a seamless experience. **What do you dislike about monday CRM?** I think the internal emailing feature in monday CRM could be improved. I'm currently trying to utilize that function, but I still feel like I'm going back and forth between checking for client emails manually and ensuring notifications work. It might be an operational error on my part, but I wasn't aware of client emails coming back into the CRM, which is a bit of a hassle. **What problems is monday CRM solving and how is that benefiting you?** monday CRM boosts my productivity by automating tasks and collating all client information in one place, streamlining the sales journey from start to post-installation. ### 29. Intuitive CRM with a Few Navigation Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about monday CRM?** I like how intuitive monday CRM is, especially for team members who aren't very familiar with computers or programs like Excel. It's more intuitive for them to use. I quite like the AI builder and have been having fun using it. The AI builder makes it much easier for me to sort and view reports in a nice, clear, and readable way, helping to filter out noise. For the team, it's also great because they can just drag and drop items and it keeps one source of truth. **What do you dislike about monday CRM?** I'm used to other programs like Excel and SharePoint, which have more shortcut keys and tabs for navigation. I feel monday CRM could be improved with more shortcut keys, as it would be more useful for navigating around, particularly for myself. There's a bit of a steep learning curve to get it to work the way I want. Additionally, when you click on a box, it doesn't allow for easy navigation like pressing enter or intuitively moving to the next box. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps us in establishing focus during downtimes and improving our tender completion. Its AI builder simplifies report sorting and filtering, while its intuitive interface benefits the team, especially those not adept with computers. ### 30. Streamlined Tracking with Intuitive Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** I like being able to track the progress of our clients' jobs and knowing where each stage is at on monday CRM. I enjoy being able to email directly to our clients from the platform. I really enjoy the whole program, especially because it helps me keep everything in one spot with all the different boards for tracking jobs and costs, avoiding the hassle of multiple spreadsheets. I love the automation features, especially when updating a status, as it can automatically notify team members or move tasks to another group, which is very convenient. I also appreciate how easy and accessible it is to use monday CRM, which doesn't require you to be the smartest in the room to navigate it, making it really great. **What do you dislike about monday CRM?** It would be great if the tracking of the emails can be tracked even when emailing from Outlook directly and not just monday.com, given that the email addresses are already recorded in monday CRM. It would be great if we could track when they've seen an email even if it's sent from outside the system. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track client job progress and email communication, reducing confusion and consolidating tasks in one place, unlike handling multiple spreadsheets. ### 31. Highly Customizable, Perfect for Data Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** I like most about monday CRM is the ability to customize it according to my needs and apply automated functions to improve the efficiency of day-to-day tasks. I also like creating dashboards to get quicker insights. The option to customize the dashboards and organize the data according to my needs, along with real-time updates that are easy to monitor as needed, is particularly valuable. Additionally, the setup process was straightforward and quick, allowing us to import our data easily. I also appreciate having all data in one place, making it accessible for everyone and improving visibility across the team. Overall, monday CRM helps reduce manual work and supports informed decision-making through trends and reports. **What do you dislike about monday CRM?** At the moment there is nothing I dont like about Monday CRM as it meets all my needs. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to log and analyze data in one place, making it accessible to everyone. It reduces manual work, improves team visibility, and supports decision-making with trends and reports. ### 32. Custom Boards and Role Assignments That Keep Work Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon B. | Associate Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I like that you can assign roles to each assignment. I also like that you can create your own board, so you can focus on what you need to do and then view each timeline on its own. **What do you dislike about monday CRM?** There are some loading issues at times and I wish it was easier to archive some timelines. **What problems is monday CRM solving and how is that benefiting you?** Monday is solving organization, having everything in one place and creating one place to see when everything is due. I also think it easier to make templated timelines. ### 33. Intuitive, Customizable, and Time-Saving CRM with Minor Messaging Bug **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** I think monday CRM is visually very easy to use and very user-friendly. It's so intuitive that even a high school student could get the hang of it after a few minutes. I like that you can customize and build it however you like, and there are lots of ways to complete different tasks. The automations are incredible and save a lot of manual time in terms of putting everything in. I really like that there are many features that are customizable according to the sector, whether it's tech, finance, accounting, construction, or health care. It's all based on how you want to create it for the features and uses that you need. **What do you dislike about monday CRM?** I find it a bit irritating that when creating a new email, I have to delete everything to change the template, instead of simply having the new template replace the existing content. This process is a bit time-consuming as I have to select and delete the entire body of the message before inserting a new template. It would be better if I could just click on a template and have it instantly replace the current one, which would save valuable time. Also, the messaging feature is a bit buggy, which affects the overall experience. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track contacts, organize outbound messaging, maintain pipeline organization, and facilitate transparent workflows. ### 34. monday CRM: Help Manage $30M+ in Fleet Deals without Losing Track of Production **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole N. | Account Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2026 **What do you like best about monday CRM?** I manage national fleet accounts & a dealer group for an auto manufacturing company. monday CRM allows me to see the entire deal + production in one central location. **What do you dislike about monday CRM?** Ever since I joined my current MV manufacturing company in 2022, I have never experienced issues in monday CRM. **What problems is monday CRM solving and how is that benefiting you?** We used to get lost in long sales cycle prior to monday CRM - Automations push deals to the right prospects in the right time. ### 35. monday CRM Eliminated Channel Conflicts and Proved Partner Program ROI **Rating:** 5.0/5.0 stars **Reviewed by:** Keegan W. | Partner Program Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** We work with resellers, ISVs and consulting partners across the globe. I like monday CRM because it completely stopped channel conflicts on deals through the deal registration board. I am able to prove our program ROI to the leadership by showing data in my dashboard such as MDF ROI and % revenue from the partners. **What do you dislike about monday CRM?** I have nothing that I dislike at the moment about monday CRM - it has been the real deal for partner communication ever since 2021 when I joined my current Comp Software organization. **What problems is monday CRM solving and how is that benefiting you?** monday CRM increase partner sourced revenue via clear deal registration 50% partner pipeline increase in YoY with the same team size. ### 36. Easy to use, ideal for customer tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Marie Laure D. | Sales and Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2026 **What do you like best about monday CRM?** I love the ease of use of monday CRM, it's very practical for not forgetting anything and keeping track of my appointments. I use the client database to record my clients and then the sales activity to track my appointments. I find the software very easy to use. **What do you dislike about monday CRM?** I would like to receive a list of clients I need to call back every morning. It would be convenient to receive by email the work that needs to be done rather than having to look for the information myself. **What problems is monday CRM solving and how is that benefiting you?** monday CRM is very practical for not forgetting anything and keeping track of my appointments. However, I would like to receive an email reminder every morning of the clients I need to call back, rather than searching for the information myself. ### 37. Powerful Board Linking and Automation for Effortless Email Marketing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** I really value the ability to link boards together and automate processes. The mass email marketing option is also very helpful for the business. **What do you dislike about monday CRM?** One issue I’ve noticed is that the system lets you create duplicate contacts or companies. It doesn’t seem to recognise when an entry is a duplicate, and it doesn’t warn you or prompt you with options to handle it. **What problems is monday CRM solving and how is that benefiting you?** We keep all our contacts and companies in one place, including leads, opportunities, and communications. The system’s functionality lets us customise and refine boards and columns so they match exactly what we need and will actually use, which makes our workflows easier and more accurate. ### 38. Very User-Friendly and Intuitive Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Laura C. | Motivational Speaker and Public Speaking Coach, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** I find it very user-friendly and intuitive. **What do you dislike about monday CRM?** I found creating the automations to be very labor-intensive on the back-end so that updates could be made visible across various boards. **What problems is monday CRM solving and how is that benefiting you?** The Monday CRM is filling a void that our company had, which is transparency of communication with our clients and potential clients. We are a fully-remote operation and really benefited from having eyes on all communication that our colleagues were making. ### 39. Intuitive, Customizable monday CRM That Keeps Everything Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** What I like most about monday CRM is how intuitive and customizable it is. It makes it simple to organize contacts, manage projects and workflows, track progress, and keep important information in one centralized place. I also appreciate how flexible the platform feels—teams can tailor boards, automations, and dashboards to match their specific processes, rather than having to adapt to a rigid system. The visual layout helps me understand priorities and project status at a glance, which ultimately improves organization and collaboration. **What do you dislike about monday CRM?** What I dislike most about monday CRM is that it can feel overwhelming at first, mainly because there are so many features and customization options. It takes time to learn how everything works and to figure out the best way to set up workflows that make sense. On top of that, some features and automations seem to require extra customization or a higher-tier plan, which can be frustrating for smaller teams or for users with simpler needs. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve the problem of managing customer information, projects, tasks, and workflows across multiple systems and communication channels. By centralizing this information in one platform, it makes it easier to track progress, stay organized, assign responsibilities, and ensure that important follow-ups are not missed. This improves visibility and collaboration across the team and helps us work more efficiently. ### 40. Great Client Details, but Too Many Places and Clicks to See everything, rather than one page/screen **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like that you are able to put everything you could want about a client in their project. **What do you dislike about monday CRM?** I dislike that you have to click 5 different places to find what you want, because all of the information is so independent, so if I have a project and want to contact the customer, their realtor, and the title company, that's a minimum of 8 clicks because I have to back out of each one, and then go to the main project so I can leave my notes. It's not all on one viewable board that just gives you a pop up for the contact portion, so you can get the number you need. **What problems is monday CRM solving and how is that benefiting you?** keeping all notes in one place ### 41. Game-Changing Workflows with AI Sidekick and Smart Automations **Rating:** 5.0/5.0 stars **Reviewed by:** Kalinda P. | Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2026 **What do you like best about monday CRM?** Makes workflows so much easier. The AI Sidekick is also a fantastic time saver. Having automations that notify my team for different steps is a game-changer. **What do you dislike about monday CRM?** That I cannot change the data for only one column in a mass upload without needing to overwrite the entire item, which breaks the links to other boards. **What problems is monday CRM solving and how is that benefiting you?** Improves informaiton flow between teams. Keeps the informaiton in one accessible place. Gives clear deadlines and reminders. ### 42. Automations and Integrations That Keep Deadlines on Track **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I really like the automations and integrations, along with the auto email feature. It makes it simple to send reminders and keep the team aware of upcoming deadlines with minimal effort, so nothing slips through the cracks. **What do you dislike about monday CRM?** Depending on different teams technical ability, it can be challenging for certain members of the team to learn how to use it. The burden will often fall on the most tech savvy team member to manage it if there is not enough support for team members that are not as tech savvy. **What problems is monday CRM solving and how is that benefiting you?** When project managing across multiple clients, it can be challenging to consistently keep up with deadlines. Monday makes it much easier by effectively automating some of those reminders and upward management. ### 43. Keeps Daily Tasks Organized and Boosts Work Performance **Rating:** 5.0/5.0 stars **Reviewed by:** The H. | Music Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** It helps me keep all my daily work tasks in one worksheet, so both my employer and I can stay organized and on the same page. It helps improve the overall work performance. **What do you dislike about monday CRM?** It doesn’t work reliably all of the time. It crashes sometimes, and the integrations can be slow on occasion. **What problems is monday CRM solving and how is that benefiting you?** The main problems Monday is solving for me are support and onboarding. It’s making my job a lot easier and helping things run more smoothly. ### 44. Game-Changing Automations and a Flexible, Visual Pipeline **Rating:** 4.5/5.0 stars **Reviewed by:** Zerrin D. | Senior Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** The automations are a game changer . When a deal moves to "Proposal Sent", it automatically sends a follow-up email, notifies the owner, and sets a reminder. What stands out most is the flexibility. You can build the exact pipeline your business uses instead of forcing your process into a rigid CRM. The visual boards make it easy to see where every lead is at glance. **What do you dislike about monday CRM?** Pricing scales quickly once you add more seats, so you need to plan for growth. **What problems is monday CRM solving and how is that benefiting you?** We used to guess revenue, now our dashboard shows weighted pipeline and we can forecast as well as Leads slipping through cracks. ### 45. Streamlined Event Management and Social Media Planning **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** I use monday CRM to automate and plan our critical paths for events and social media communications. I like the AI tools and the date scheduling which keep us aligned and ensure deadlines are met. The simple automations to track task completion and team notifications are extremely helpful by notifying team members in advance about their responsibilities, avoiding any confusion. Setting up the system was straightforward, with a designated person training others, making it easy to learn. **What do you dislike about monday CRM?** I find that selecting multiple tasks and marking them as completed is a very manual process in monday CRM. Also, setting up templates for critical paths, especially for repeat events, takes a lot of time. It would be great to utilize AI more for duplicating and creating tasks and templates, but other than that, the system is fantastic. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to automate and plan critical paths for events, track task completion, and prevent duplication with team task visibility. ### 46. Intuitive Automations That Keep Our Marketing Projects on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy H. | Marketing assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2026 **What do you like best about monday CRM?** Monday CRM is really intuitive. It allows me to create really nice automations, which makes our marketing projects easy. Our team can have everything in one place and move the phases of the project, letting the team know about it. **What do you dislike about monday CRM?** Everything is good in terms of usability **What problems is monday CRM solving and how is that benefiting you?** We have all our clients' information in one place, allowing us to have a better visibility of the sales stages. ### 47. Quick, Easy Access to Information Across Boards and Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Katie H. | Senior Talent Acquisition Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like being able to access information quickly across multiple boards and teams. **What do you dislike about monday CRM?** I wish the sort function was a bit easier to use, but I may just need to do a little more research. **What problems is monday CRM solving and how is that benefiting you?** It helps me quickly access the information and metrics I need to see where my greatest needs are from a recruiting standpoint. It also allows me to collaborate with different teams so we can maintain consistent communication and keep the workflow moving smoothly. ### 48. User-Friendly To-Do Lists, Helpful Reminders, and Great Value **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2026 **What do you like best about monday CRM?** I can create all my to-do lists and keep track of all my work items. The email reminders are helpful, and I also like that I can use it on a few other platforms as well with integration. Support is very useful and web page is user friendly. Performance is good but could use a bit attention. Pricing is good and worth every penny. Ai tools makes the work flow easier than ever love it. **What do you dislike about monday CRM?** The contact information board is difficult to use, and when I try to create it, it duplicates the board on its own. **What problems is monday CRM solving and how is that benefiting you?** It creates less times between emails with my coworkers and and gives real time updates on work items ### 49. Easy-to-Use, Fast Scheduling and CRM Tool with Clear, Up-to-Date Results **Rating:** 4.0/5.0 stars **Reviewed by:** Serena S. | Program Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** Monday is an app I use for personal, day-to-day scheduling, including business and doctor appointments, meetings, and similar items. Because of that, I find it very easy to integrate into the business sphere as a CRM. I also think it’s priced fairly for the services it provides. I tend to use it for mid- to high-level tracking and for evaluating data and current trends in my company. As for its use of AI, it’s clearly built into the programming, but it still feels manageable and doesn’t take over all my work, so it continues to feel like my own process. Overall, it’s easy to use, works quickly, and shows up-to-date, clear results. **What do you dislike about monday CRM?** There is genuinely not much to dislike. I do think part of what can be off-putting is how integrated the artificial intelligence software is, but as I noted before, it doesn’t completely detract from the overall user experience. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM provides our business with ways to get snapshot analysis for a range of needs, which lets us spend more time expanding our customer base while still delivering quality interactions in our daily output. It also saves us time when onboarding new hires, because it helps us synthesize information about company history and performance that has historically been dense and hard to digest. ### 50. Effective for Collaboration, Needs Improved Project Streamlining **Rating:** 3.5/5.0 stars **Reviewed by:** Jasmin J. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I love the automated reminders in monday CRM because they hold everyone accountable. It's a simple feature, but really strong reports allow people to see in real time where everyone is in the project, creating positive peer pressure by showing pattern behavior. This feature helps ensure everyone knows what they're responsible for, as long as we set it up correctly, and it reinforces accountability through the reports. **What do you dislike about monday CRM?** What I'm still figuring out is how to streamline my projects because some things overlap. I find it frustrating that I'm not sure how to avoid duplicating the whole sheet or project when some projects are similar. If there's a way to copy certain pieces of information or to template certain things, I don't know how to do it. I'm still struggling with the initial setup. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to coordinate youth programs with city and school district goals. The automated reminders and strong reports keep everyone accountable and informed, showing real-time progress and creating positive peer pressure. ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+11%3A18%3A40+-0500&secure%5Bsession_id%5D=1f34173b-29e8-476d-8f59-7ea49f376ec4&secure%5Btoken%5D=fd75cea1819e3e47e38cb8ec2939e44478710c90c6af67b5bd7117edfcf62464&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) - [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) - [Cursor](https://www.g2.com/products/cursor/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [Firebase](https://www.g2.com/products/firebase/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 Meet](https://www.g2.com/products/google-meet/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) - [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) - [Juma](https://www.g2.com/products/juma/reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/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) - [monday AI Work Platform](https://www.g2.com/products/monday-com/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) - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [RingCX](https://www.g2.com/products/ringcx/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) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/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) - [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) ## 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 - Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting - 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** - Integration - 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 (24,680 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,293 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)