--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1549 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: 1549 scale: '5' date_modified: '2026-08-13' 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:** 1,549 ## 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. 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. ### 2. 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 ### 3. 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. ### 4. Customisable Pipelines and Automations That Save Us Hours Each Week **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** The customisable pipelines are what sold me. I built out stages that match our actual sales process instead of forcing deals into someone else's template. Automations for follow-ups and status changes save my team a few hours a week that used to go into manual updates. **What do you dislike about monday CRM?** Pricing per seat adds up fast once you're past 20-30 users, and some of the better automation features sit behind higher tiers. It's easy to underestimate the real cost when you're scaling the team. **What problems is monday CRM solving and how is that benefiting you?** We used to lose deals just from forgetting to follow up on time. Automated reminders and status-based triggers mean nothing sits untouched for a week without someone noticing. ### 5. 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. ### 6. 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 . ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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. ### 12. Monday CRM Keeps Deals, Clients, and Post-Sale Organized in One Dashboard **Rating:** 4.0/5.0 stars **Reviewed by:** Caroline T. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2026 **What do you like best about monday CRM?** What i like about Monday CRM is that it connects me to deals, clients and post-sale in one board. The dashboard also make it easy to track pipeline, forecast revenue and match sales activity to team capacity. **What do you dislike about monday CRM?** I find Monday CRM messy if the boards aren't set up, data gets outdated fast and AI insights aren't useful without clean inputs. It takes time to customize and doesn't capture all the nuance of client relationships out of the box. **What problems is monday CRM solving and how is that benefiting you?** It gives me one view of deals and delivery, helps me plan team capacity and revenue.it gives time to make faster decision to keep projects on track. ### 13. 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. ### 14. Flexible Governance and a Powerful Global Dashboard for Improved Productivity **Rating:** 4.0/5.0 stars **Reviewed by:** Neha H. C. | Global Marketing Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2026 **What do you like best about monday CRM?** Its flexibility in governance has allowed me to shine as a leader as I’m able to coordinate with regional representative on all project phases to attain our goals. I can monitor and manage all this from my global dashboard. **What do you dislike about monday CRM?** It’s ease of use sometimes leads to messy board as many people interact with it. To reduce chaos and protect data integrity, an admin is required to ensure consistency of operations. **What problems is monday CRM solving and how is that benefiting you?** As a global marketing leader time is very precious. monday CRM automation has cut down the time used to generate budgets and reports. I can therefore coordinate with sales department to develop strategies of upscaling. ### 15. 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. ### 16. 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. ### 17. 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. ### 18. 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. ### 19. 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. ### 20. 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 ### 21. 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. ### 22. 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. ### 23. Easy to Use and Keeps Our Company Organized and On Track **Rating:** 5.0/5.0 stars **Reviewed by:** APLUS TAXTIME a. | Income Tax Preparer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about monday CRM?** It's very easy to use and understand I love how organized it keeps my company on track and ready for business. **What do you dislike about monday CRM?** I don't have a problem with the app at all it's very easy to run and also be able to access my work info **What problems is monday CRM solving and how is that benefiting you?** At the moment I'm not currently having any kind of issues with my business info so thank good your app works wonders. ### 24. 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. ### 25. 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. ### 26. 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. ### 27. End-to-End Lead Tracking and Dashboards That Keep Us on Top of Follow-Ups **Rating:** 4.0/5.0 stars **Reviewed by:** Mariam R. | Marketing Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2026 **What do you like best about monday CRM?** Monday CRM lets me track leads from first inquiry all the way to project completion. I like linking leads to proposal, site visits, and finished projects in one place. Automation reminds me to follow up after proposal and flag when a project is ready for photos and case studies. Dashboards makes it easy to show leadership where leads come from and which services win most. **What do you dislike about monday CRM?** Automation limits on lower plans fill up fast during busy tender seasons. **What problems is monday CRM solving and how is that benefiting you?** It's easier to turn completed projects into marketing content and awards entries and marketing feels part of the project process, not separate from it. ### 28. 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. ### 29. 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. ### 30. 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 ### 31. 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. ### 32. 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. ### 33. Customizable and Cost-Effective with Minor Integration Issues **Rating:** 4.0/5.0 stars **Reviewed by:** Kristen L. | Organization Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I really like that monday CRM is highly customizable and reduces the need to patch together different software, saving us a lot of money. What I like most is that it has a plan for nonprofits and provides more education around the platform with specific uses and demos. They offer up to 10 users for free, and it's nice that you can scale up if you need other features. We also switched to monday CRM from Excel sheets because its good workflow automation saves us a lot of time. **What do you dislike about monday CRM?** Well, one thing I didn't like was that we have an integration that we use Jotform. And people would enter text into some of the form, and then it would show up on monday CRM kind of scrambled with some symbols. We have to fix this for next year, and it's a little bit of a hassle. Also, the initial setup was pretty straightforward to learn some of the basics, but it does have a bit of a learning curve once you want the workflows and automations. It took some time because we have a little bit more advanced needs. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM because it's highly customizable, reducing the need for multiple software, which cuts costs. We switched from Excel as monday CRM saves time with its good workflow automation. ### 34. Easy Client Tracking and Meaningful Reporting with Monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sam J. | Chief Financial Officer, Enterprise (> 1000 emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** Monday CRM makes it easy for our business to track our client and member engagements, create meaningful reporting and track the output of internal teams. **What do you dislike about monday CRM?** There is nothing that I disklike about monday CRM **What problems is monday CRM solving and how is that benefiting you?** monday CRM is able to provide a platform for us to have clear visibility of actions being taken with our clients and members, creating continuity of care and visibility of contact ### 35. Simplified Client Tracking, Powerful AI Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Cam R. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I really appreciate how monday CRM has simplified tracking my client's progress from onboarding to deliverables, along with managing their general contact information. It provides a unified place to view all client details without having to log into multiple platforms, which is super helpful. I also like the integration with monday workplace, allowing me to connect tickets to the CRM. Its simplicity, paired with impactful features and AI integrations, helps me create specific solutions for my workflow. The AI integration is particularly valuable as it allows me to set up a tracker to alert me if there's a client I haven't spoken to in over a week, catching things I might have otherwise missed. The initial setup was incredibly intuitive and allowed for customization to meet our specific needs. Additionally, having monday CRM integrated with tools like Gmail, Google Drive, Aircall, Slack, and Zapier enhances its usability. **What do you dislike about monday CRM?** sometimes I wish there were more dashboard layout options or customization that I could do that wouldn't affect my team **What problems is monday CRM solving and how is that benefiting you?** monday CRM gives me a unified place to track all client information, from onboarding to deliverables. The AI integration helps catch missed client follow-ups. It simplifies communication by connecting tickets with internal teams, eliminating the need to log in to multiple systems. ### 36. Great for Project Tracking and Integrations, but Automations Can Be Unreliable **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew R. | Inside Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** It helps me keep track of my ongoing projects and the ui/ux plus available integrations are nice. It helps me boost my performance. I know our moderator uses the AI features a lot. **What do you dislike about monday CRM?** Some of the functionality is redundant or sometimes the automations do not work properly. **What problems is monday CRM solving and how is that benefiting you?** Visibility into where are projects are in the sales cycle. Helps us to have a better understanding of pricing and margin. ### 37. Powerful Reporting, Charts, Timelines, and Integrations in monday **Rating:** 5.0/5.0 stars **Reviewed by:** Olena Z. | Senior Graphic Designer, Graphic Design, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The options to create reports, charts, and timelines are my favorite part of monday, along with its integrations with numerous applications like 7pace timetracker. **What do you dislike about monday CRM?** There are a lot of automations you can build to make monday work more like a project lifecycle management system, but a lot still has to be done manually. Overall, it isn’t quite the PLM system we need. **What problems is monday CRM solving and how is that benefiting you?** Keeping track of hundreds of projects, while also capturing quantifiable data to measure success, has been really helpful. ### 38. Suitable Software For Telecom Distribution Mnagement **Rating:** 4.0/5.0 stars **Reviewed by:** Rakib (Raku) H. | Distribution Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about monday CRM?** The mobile app is the real MVP. I can update dealer visits, upload photos of shelf branding and assign a restock task to warehouse right from my phone. Dashboards makes reporting to HQ painless. I built one view for activations, one for revenue per distributor, and one for team workload. **What do you dislike about monday CRM?** Basic stuff is easy, but when I wanted automations tied to inventory numbers from our billing system it took some trial and error. **What problems is monday CRM solving and how is that benefiting you?** Missed follow-ups and contracts renewals and now by use of monday CRM we never miss a renewal or a check-in because everything is tracked. ### 39. Easy-to-Use Layout That Keeps Contacts Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Luisa W. | Senior Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about monday CRM?** What I like the most about Monday CRM is the layout and how easy it is to add contacts and keep all information organized. **What do you dislike about monday CRM?** There is nothing I dislike about Monday CRM. The app is great overall. **What problems is monday CRM solving and how is that benefiting you?** We were keeping our contacts in a Google spreadsheet, but now that the contacts are in Monday.com CRM, the whole team has access to see all contact information in each board we created for categorization. ### 40. User-Friendly with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like monday CRM for its pretty user-friendly interface and ease of use. It offers good support and I appreciate how clear the layout is. I also love the MCP connector that allows me to have Claude clean things up and check things for me directly on monday. I like how everything links and how boards will connect to each other. The automations are great too. **What do you dislike about monday CRM?** I find some issues with monday CRM. The timeline events don't update very clearly, which is a bit annoying when trying to track events across contacts, accounts, and deals. They only show up in certain places, like on the contact even if it's linked to the account and deal. I also had a hard time setting up round robin assignments and had to create a whole system for it. Also, the initial setup wasn't very easy. It took quite a bit of time to understand, and it would've been helpful to have an onboarding call to walk us through it. I spent a whole weekend setting things up. Lastly, I'd like to chat directly with monday CRM using AI features instead of relying on external services. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for project management, workflow tracking, and also as our actual CRM. Its user-friendly interface, clear layout, and good support make it easy to use. I also appreciate features like the MCP connector and automations that help streamline tasks. ### 41. Simple easy navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Mark T. | Regional Sales Manager , Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2026 **What do you like best about monday CRM?** I like the simplicity of the tool and how it’s easy to navigate between deals and call information. **What do you dislike about monday CRM?** I wish the deal section was easier to see broken out a month later to individual. I wish the app was easier to use for entering information. **What problems is monday CRM solving and how is that benefiting you?** It’s so easy to use it gives me time to do what I really want to do which is spend more time meeting and less time entering data. ### 42. Streamlined CRM with Intuitive Usability **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandria S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** I like how intuitive monday CRM is to use. I also appreciate that it feels a bit like it has a project management aspect. I like the interface and general usability. It should just be intuitive to use and easy to build within, and I think monday CRM does that. **What do you dislike about monday CRM?** Some of the extensions. I think there could be some more extensions to Monday CRM, like it should be able to connect to my Google Calendar and automatically create contacts for anyone that is on my calendar but I haven't yet emailed with. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to ensure prospects don't fall through the cracks and to follow up at appropriate intervals. ### 43. Effortless Setup, Drives Lead Conversion **Rating:** 5.0/5.0 stars **Reviewed by:** Mobile S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** I like how monday CRM makes lead capture and conversion really slick for me. I can easily capture leads to the Leads board, qualify them, and convert them to Accounts if they match my criteria, or disqualify them if they don't. Also, the setup was very easy, which was a relief. Overall, it just fits well with my needs. **What do you dislike about monday CRM?** I experience temporary stability issues with monday CRM, but they always inform me when it happens. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for capturing leads to a Leads board, qualifying them, and converting them to Accounts. It helps with lead conversion when they match criteria and disqualifies if they don't. ### 44. Love Everything About It—Especially How It Stores Data and Handles Links **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** The, the way it stores data, the wait it allows you to add links, everything about it. **What do you dislike about monday CRM?** The mobile app should be more optimized. When you add a link to the attachments area and it opens the screen if you need to add the link and the name title, it should put the cursor immediately into the Web address Bar, but you have to go and click it. Obviously, if you open that part, you’re going to add a link so the cursor should already be there. **What problems is monday CRM solving and how is that benefiting you?** It’s a great place to find information in reference once we’ve done the research on whether or not we want to bid on projects. ### 45. Monday.com Keeps My To-Do List Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer O. | AP supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** Monday.com keeps my to do list organized **What do you dislike about monday CRM?** It would be nice to be able to customize the columns in different ways **What problems is monday CRM solving and how is that benefiting you?** I work with several clients who have very large to-do lists, and Monday.com helps me keep all my thoughts and tasks organized in one place. I also like that I can add notes directly to my to-do lists, so I don’t forget what I might need later on. ### 46. Highly Customizable CRM with Limitations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I really like that monday CRM is fully customizable, which allows us to tailor it to our needs. The MI dashboards are a big plus because they show exactly where all our data is at any point. I also appreciate the automations we can build into it to make workflows easier to use. The marketplace integration with various apps is another great feature. The integration with Outlook significantly reduces the time it takes for us to manage emails, as we don't need to save them manually. Setting it up was really easy using the template workplaces, which we can adapt for our team. The ease of customization and setup truly stand out for me. **What do you dislike about monday CRM?** The only issue that we have is that there is a limit to the number of sub items if you're not on an enterprise plan. So you're limited to just 1,000 sub items, which can be a little restrictive. **What problems is monday CRM solving and how is that benefiting you?** monday CRM solves financial tracking, workflow management, and daily task management. It reduces the time to send emails with Outlook integration and automates manual dashboard work, offering a fully customizable experience. ### 47. Powerful CRM with a Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I think the thing I like most about monday CRM is that it helps me to be organized and to not forget things. I also appreciate the automated systems, like how in our project boards, when a project is done, we can mark it as done, and it automatically goes to the file for completed items. **What do you dislike about monday CRM?** There's a learning curve with monday CRM that makes it a bit challenging. I also think there are many aspects of the program that I'm not using despite having done the academy and watched many YouTube videos. It's hard to understand how the boards all work together and just using the system to the best of your ability can be difficult. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track our construction projects, list duties, assign them to different users, and make sure we stay on track. It helps me stay organized and not forget things. ### 48. All-in-One CRM Custom Dashboards for Sales, Finances and Operations **Rating:** 4.5/5.0 stars **Reviewed by:** Kelvin K. | Financial Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** August 11, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is its consolidation of various departments such as sales and operations under one roof. As such I can monitor projects, revenue and develop invoices with AI on a customized dashboard. **What do you dislike about monday CRM?** For me to generate accurate report, I had to set up formula and link with data columns which was long and demanding. **What problems is monday CRM solving and how is that benefiting you?** Initially it was cumbersome and time consuming going through sales records to generate bills and invoices. Now the process is fully automated and invoices are generated as soon as a sale is made. ### 49. Highly Customizable, Occasional Lag Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Harry S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** I like how customizable monday CRM is. It's great to provide a clear view and is very customizable, which enhances my use by allowing me to change the view to custom for high-level overviews for directors. The initial setup was very easy. **What do you dislike about monday CRM?** I find monday CRM can be slow at times, and it can sometimes lag or not update properly, which is a bit frustrating. **What problems is monday CRM solving and how is that benefiting you?** monday CRM gives me a clear view and is very customizable, making it great for customizing views for directors at a high level. Though sometimes it can lag or not update. ### 50. Straightforward, Portal-Based Project Management with EntraID Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** It is a straightforward, logical interface to classic project management tools and information. Being portal-based there are no apps required, very little in terms of system requirements, and integrates with EntraID for company-based management. **What do you dislike about monday CRM?** Monday.com handles classic CRM quite well, but for waterfall-style projects it is less efficient - our company uses Jira for waterfall-style projects. **What problems is monday CRM solving and how is that benefiting you?** It is providing a quick. simple, easy-to-understand repository of project information that allows everyone to see what is going on to the company as a whole. It makes integration and cooperation easier because the information is not spread out to different platforms (Teams, SharePoint, etc.) and is consistent in presentation. ## monday CRM Discussions - [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) - 3 comments, 1 upvote - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment - [View monday CRM pricing details and edition comparison](https://www.g2.com/products/monday-crm/reviews?page=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A42%3A38+-0500&secure%5Bsession_id%5D=958defb4-3e2e-4efb-94a4-f240fdba2f9d&secure%5Btoken%5D=aa20cad8e493c033777421201ef3b146615f23f4f5553b8dc78a61f16f32b3fb&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 (24,690 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,059 reviews)