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monday CRM Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work. (205 mentions)
Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage. (117 mentions)
Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks. (111 mentions)
Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs. (109 mentions)
Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency. (89 mentions)
Users find the learning curve steep, particularly in connecting boards and fully integrating the system. (82 mentions)
Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows. (82 mentions)
Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools. (66 mentions)
Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups. (54 mentions)
Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags. (49 mentions)

5 Pros or Advantages of monday CRM

5 Cons or Disadvantages of monday CRM

monday CRM Reviews (1,877)

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monday CRM Reviews (1,877)

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4.5
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DB
Dawid B.
Area Manager
Small-Business (50 or fewer emp.)
"Monday CRM Streamlined Our Jobs, Quoting, and Team Organisation"
4.5/5
What do you like best about monday CRM?

Since we have been introduced to Monday CRM it has been nothing but a massive help in organising jobs and teams.

For myself personally it has been a massive help with pricing / quoting of jobs increasing my overall work performance.

One other thing was the use of automated features making day to day activates even more efficient.

Support is always available to hand and ready to help with whatever issue there might be (Which in this case there has rarely been any) Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

In total honesty there is not much from myself with regards to negative feedback of monday.

There are times where it can be bit slower navigating through different tabs however this is no fault of monday as it depends on how many different tabs and all other information is on there and the type of computer that is being used. Review collected by and hosted on G2.com.

Adam T.
AT
Adam T.
Operations Director
Small-Business (50 or fewer emp.)
"Easy setup with clear automation blocks that save time and simplify team training"
4/5
What do you like best about monday CRM?

It’s easy to connect and set up alongside other platforms, including integrating with Make.com. Having the automations broken into clear building blocks has saved me time on script writing, and it also makes it much easier to train other staff to use it, so I don’t have to maintain everything myself all the time.

I also find it helpful that I can connect it to active tasks elsewhere on monday.com from the management side, which keeps everything organized and nicely in one place. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

There are a few areas where I think improvement is needed.

Pricing is the biggest frustration. It’s annoying that, unless you get in touch, there’s no way to buy packages in anything other than intervals of five. So if you add one user who becomes the 11th, you end up paying for four more seats you’ll never use. Because budgets are tight, this has genuinely restricted who I allow to use the platform, since I can’t justify purchasing seats we won’t use.

Performance can also be sluggish on the more central boards, especially the ones with a lot of mirrored columns. It feels like this feature is only really supported in limited bursts, rather than being reliable for general boards that hold centralised information. If the UI can’t stay stable when boards are set up this way, then I think the feature needs a different approach.

Finally, the AI has been more annoying than helpful. I’m never clear on how many credits we have available, or how much each function is costing us. Most of the time, I’ve found I can manually build the automations the AI would create, so I’m not sure why I’d use it when I can do it myself fairly quickly for free. Review collected by and hosted on G2.com.

Joanne M.
JM
Joanne M.
Freelance Business Support Provider
Small-Business (50 or fewer emp.)
"Monday CRM’s Automation and Flexibility Are Streamlining Our Processes"
4/5
What do you like best about monday CRM?

What I like best about monday CRM is its potential to streamline and automate so many of our business processes in one place. We're currently implementing the system with support from Moveo by Boost, and the flexibility of the platform has really stood out. The automation capabilities, reminders, dashboards and AI-powered features look like they will significantly reduce manual administration, improve visibility across the business and help our team work more efficiently. It feels like a modern, intuitive solution that can bring together sales, customer management and internal processes in a much smarter, quicker and more streamlined way. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

As we're still in the implementation phase, it's difficult to identify any major drawbacks at this stage. If anything, the breadth of functionality and customisation options can feel a little overwhelming initially, and it takes some time to fully understand how to configure the system to get the best value from it. That said, with the support of our implementation partner, Moveo by Boost, we're finding that these complexities are being addressed quickly, and the flexibility appears to be one of the platform's biggest strengths in the long run. Review collected by and hosted on G2.com.

Luke B.
LB
Luke B.
SEO Executive
Small-Business (50 or fewer emp.)
"Easy, All-in-One View That Simplifies Managing Clients and Tasks"
5/5
What do you like best about monday CRM?

I really like how easy it is to see everything in one place and quickly understand what’s been done, what’s in progress, and what still needs attention. It makes it much easier to manage different clients and tasks, without the whole process feeling overly complicated. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

It can feel a bit overwhelming at times, especially when there are lots of boards, updates, and automations running all at once. Some parts of the setup and customization also take a little time to get used to, and it can take a while to find the best way to tailor everything to how you work. Review collected by and hosted on G2.com.

Daniel M.
DM
Daniel M.
CTO
Small-Business (50 or fewer emp.)
"Modern, Intuitive Platform That Streamlines ISMS and ISO Compliance Workflows"
4/5
What do you like best about monday CRM?

I like the modern, intuitive interface that makes organizing and navigating complex information straightforward without feeling clunky or overly rigid. For us it has worked well for our Information Security Management System (ISMS) for tracking ISO requirements, policies, and evidence in a structured, central location. The low-code, visual interface for creating automations simplifies setting up recurring tasks, status triggers, and notifications, keeping workflows running smoothly without manual overhead. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

The seat-tier pricing structure can feel expensive and restrictive for smaller teams. When you need to increase licenses, you have to do it as a bundle, so adding even just one more user can end up triggering a much larger cost than expected. Review collected by and hosted on G2.com.

Cameron B.
CB
Cameron B.
Marketing Manager
Small-Business (50 or fewer emp.)
"Monday.com Boosted Our Marketing Efficiency with Easy Integrations and Great ROI"
5/5
What do you like best about monday CRM?

Monday.com helps my marketing team and me stay on top of projects, communication timelines, and other marketing activities, which in turn supports our sales output. The support we have received has been extremely beneficial which in turn has increased efficiency in the team. We have integrated into Mailchimp and outlook with ease and utilize the AI agents to optimize further. The UI is extremely easy to navigate and helps us improve performance. ROI is absolutely amazing considering how much we use the system across our business. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

It can sometimes feel a bit overwhelming, mainly because there are so many different options for improvement. We probably need more support overall, but at the moment it does feel like we’re being supported enough. Review collected by and hosted on G2.com.

Alwaba H.
AH
Alwaba H.
Finance Assistant
Real Estate
Small-Business (50 or fewer emp.)
"A User-Friendly CRM for Organising Workflows and Managing Customer Relationships"
5/5
What do you like best about monday CRM?

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

What do you dislike about monday CRM?

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

Rafaela Luiza d.
RD
Rafaela Luiza d.
Human Resources Analyst – Payroll and Process Management
Mid-Market (51-1000 emp.)
"Efficient Process Management and Cross-Department Collaboration"
5/5
What do you like best about monday CRM?

I really like Monday’s automation features and user-friendly interface. The platform makes it easy to involve multiple departments while maintaining organized data, tracking key indicators, and improving process visibility. It also supports administrative areas and facilitates communication and collaboration between teams, making workflows more efficient and integrated. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Suggestions for improvement:

Introduce an automatic translation feature to make the platform more accessible to users working in different languages.

Provide clear, step-by-step tutorials explaining how automations work and how to create and customize them.

Offer more guidance and practical examples to help users explore the platform’s features and create workflows independently. Review collected by and hosted on G2.com.

Silvia C.
SC
Silvia C.
SEO Lead
Small-Business (50 or fewer emp.)
"Powerful Customisation with an Intuitive, Flexible CRM Setup"
5/5
What do you like best about monday CRM?

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

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

What do you dislike about monday CRM?

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

Taylor T.
TT
Taylor T.
Business Operations Manager
Small-Business (50 or fewer emp.)
"User-Friendly, Intuitive Platform That Fits Our Needs"
4.5/5
What do you like best about monday CRM?

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

What do you dislike about monday CRM?

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