--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1470 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: 1470 scale: '5' date_modified: '2026-08-08' 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:** 1,470 ## 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. Centralized campaign ops with strong APIs **Rating:** 5.0/5.0 stars **Reviewed by:** Safae J. | IT Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2025 **What do you like best about monday CRM?** Our consultants are able to create complex campaign workflows on their own, eliminating the need to frequently submit support tickets to my team. The integration features are outstanding; we managed to connect monday CRM to our marketing automation platform using the API. As a result, whenever a campaign status changes in monday, it automatically triggers the appropriate sequences in our external systems, removing the need for manual data entry. **What do you dislike about monday CRM?** The error logs often lack enough detail to clearly explain why a particular trigger failed so we have to spend extra time testing different scenarios to identify the issue. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helped us eliminate data fragmentation by bringing campaigns from Trello, Excel, and even unauthorized tools into one governed system. Now everything is tracked in a single place, so cross-team handoffs are smoother, reporting is consistent, and audits are faster because we can clearly see the full history of changes and who owns each update. ### 2. Great Claude Lead Import, But Needs an Undo Option to Prevent Data Loss **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** The ability to link with Claude to import leads into the sytem **What do you dislike about monday CRM?** Sometimes its easy to lose data if you make a mistake. It would be nice to be able to go back a few steps **What problems is monday CRM solving and how is that benefiting you?** Tracking outreach and sending mass emails ### 3. Effortless Organization with Powerful Control **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that monday CRM makes organization extremely easy. I have full control to make the staff work and stay organized, and the email notifications are great. It's the visibility for me—I can see everything my staff is doing. The initial setup was very easy, and even though everything good takes time to set up, it's worth it. **What do you dislike about monday CRM?** I think some AI that works better would be great. **What problems is monday CRM solving and how is that benefiting you?** monday CRM makes organization extremely easy and gives me full control to stay organized, with great email notifications. ### 4. Easy to Organize with Multiple Boards and Categories **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** Easy to have different boards and categories **What do you dislike about monday CRM?** I probably haven't unlocked all the features yet to really get a good grasp on how it can work for me **What problems is monday CRM solving and how is that benefiting you?** Tracking new and existing leads is super easy ### 5. Monday CRM, and how it simplifies your task tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** The UI it's quite easy to understand. Also the workflow automation inside the APP it's an fantastic feature! **What do you dislike about monday CRM?** The servers just fall sometimes, not frequently but it happens sometimes and it's horrible for us **What problems is monday CRM solving and how is that benefiting you?** The task tracking mostly, the app made that part so easy to track ### 6. Customisable UI with Smooth Software Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Ben K. | Transport planner, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** Customisable. User interface. Integration with other software. **What do you dislike about monday CRM?** The app functionality and experience isn’t as good as desktop version. **What problems is monday CRM solving and how is that benefiting you?** Has got rid of a lot of spreadsheets, automated administrative / repetitive tasks, and reduced human error ### 7. Clean, Easy Team Collaboration—But Agents and Automations Feel Clunky **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The cleanliness of it as well as the ease of being able to use it with other coworkers and share tasks and goals amongst teams **What do you dislike about monday CRM?** I feel like right now the agents and automations are a bit slow and clunky **What problems is monday CRM solving and how is that benefiting you?** Cross department communications ### 8. Easy to Use and Streamlines Processes Effortlessly **Rating:** 4.0/5.0 stars **Reviewed by:** Federico J. | Omnichannel Transformation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2026 **What do you like best about monday CRM?** It is a very easy to use application, it really helped us easily streamline proceses. **What do you dislike about monday CRM?** Some automations are slightly more difficult to set up. **What problems is monday CRM solving and how is that benefiting you?** It supports our suppliers scoping it and onboarding process. ### 9. Detailed Tasks and Tagging Make Collaboration Seamless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The level of detail you can add to each project and task makes it seamless to communicate what needs to get done and who is responsible. Additionally, the ability to comment and tag others for review makes the collaboration process much easier. **What do you dislike about monday CRM?** Nothing as of right now. I am still a new user, and would potentially find thins that could be improved upon further use. **What problems is monday CRM solving and how is that benefiting you?** It is helping with collaboration across teams and organizations. Making workflow and communication run smoothly. ### 10. Highly Customizable with Excellent AI Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** It's highly customizable and the AI integrations are excellent. **What do you dislike about monday CRM?** Sometimes it's hard to know what you need to accomplish an activity. things like "i want to.." in an FAQ would be helpful. **What problems is monday CRM solving and how is that benefiting you?** keeps track of my customers, pipeline and utilization of team. ### 11. Activity Log and Automated Intelligence That Boost Accountability **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** It has an activity log which is useful for accountability purposes. I appreciate the quick automated intelligence features **What do you dislike about monday CRM?** Sometimes has glitches. Occasionally takes a minute to load dashboard **What problems is monday CRM solving and how is that benefiting you?** Things magically disappearing, efficiency, organization ### 12. Very User-Friendly, with Helpful and Attentive Onboarding Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Very user friendly, the team that got us started was very helpful & attentive **What do you dislike about monday CRM?** Sometimes there are capabilities that would be nice to have that don't exist **What problems is monday CRM solving and how is that benefiting you?** Creating a space for teams to collaborate, more comprehensive data ### 13. Easy to Use with a Clean, Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I like how easy it is to use and how clean the interface is. Overall, I really like the app. **What do you dislike about monday CRM?** Some of it can be complicated to enter the information in. **What problems is monday CRM solving and how is that benefiting you?** Contacting clients.. I am so excited about it. ### 14. Organized, Easy to Navigate, and Streamlines My Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Mariam A. | Field Medical-Summer Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** What I like about it is how organized the software is, which makes it easy to navigate. It streamlines my workflow and makes work easier overall. **What do you dislike about monday CRM?** There isn’t really anything to complain about. It works great. **What problems is monday CRM solving and how is that benefiting you?** Efficient workflow and good communication throughout. ### 15. True **Rating:** 3.5/5.0 stars **Reviewed by:** Adina H. | Pastry Chef, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** It feels like it can do anything, it connects to all platforms and information **What do you dislike about monday CRM?** Because it’s very big I feel there is so much to learn, endless and it is vary hard to maintain all updates **What problems is monday CRM solving and how is that benefiting you?** Because it over looks everything it can control all information and data ### 16. Fancy tech **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about monday CRM?** Easy to understand with an attractive UI **What do you dislike about monday CRM?** When AI tokens are used and it doesnot work **What problems is monday CRM solving and how is that benefiting you?** The quick stats while working in an operations department with automation tech in place. ### 17. Monday CRM Makes Client and Project Tracking Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Nate F. | SIMVANA, LLC | Program Manager, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** Monday CRM helps me keep track of clients, their details, and the projects associated with them. **What do you dislike about monday CRM?** So far, there’s really nothing for me to dislike. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM is handling the tracking and details of our client base. ### 18. Excellent Sales Tracking and Forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Gloria T. | Analytics Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** It helps with tracking and forecasting sales **What do you dislike about monday CRM?** It is expensive to include for everyone in the team **What problems is monday CRM solving and how is that benefiting you?** Keep track of project and budget sent out, making it easier to keep track of the business won and lost ### 19. Modern, Easy to Use, and Refreshingly Simple **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2026 **What do you like best about monday CRM?** It’s easy to use, feels modern, and isn’t overly complicated. **What do you dislike about monday CRM?** There isn’t much I can say that I don’t like about it. **What problems is monday CRM solving and how is that benefiting you?** I use it for tracking sales opportunities throughout the sales cycle, as well as for onboarding. ### 20. Real-Time Collaboration That Keeps Everyone in Sync **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I like how we can see comments and changes in real time **What do you dislike about monday CRM?** There are a lot of bugs that have to be fixed **What problems is monday CRM solving and how is that benefiting you?** It's easy for multiple locations to communicate with each other ### 21. monday CRM: Flexible Pipelines, Smart Automations, and Clear Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Karan P. | Revenue Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2026 **What do you like best about monday CRM?** Our sales process changes often, and monday CRM adapts to those shifts really well. We’re able to adjust our pipelines as needed without breaking existing workflows or creating extra confusion. The custom fields make it easy to track the deal data that actually matters to us, and the automations cut down on repetitive admin tasks. On top of that, the dashboards give leadership clear, reliable visibility into what’s happening. **What do you dislike about monday CRM?** Early on, the sheer number of options can feel a bit overwhelming. **What problems is monday CRM solving and how is that benefiting you?** It replaced several disconnected tools and brought everything into one place. The team now follows a single, consistent workflow, which has made day-to-day work feel more coordinated. Reporting is more reliable, and sales discussions are based on real data rather than assumptions. ### 22. Simple to Use with a Clean UI and Solid API **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** Relatively simple to use, nice UI, decent API **What do you dislike about monday CRM?** sometimes basic UI functionality while using their product is missing and seems like something that could be solved in a day, by a single person. **What problems is monday CRM solving and how is that benefiting you?** A dynamic hub ### 23. Visualizes Sales Pipeline Brilliantly, Needs Better Pricing Structure **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin P. | Director - PMO, Salesforce and Performance Consulting BUs, Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about monday CRM?** I really like how monday CRM does a great job of visually representing the sales pipeline, making it easy to collaborate on open leads and opportunities. It also helps me discern trends about lost opportunities and leads. Additionally, I find the custom dashboards that are easily configured to be a standout feature. **What do you dislike about monday CRM?** It doesn't do a great job of complex pricing or deal structures. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to visualize and manage the entire sales lifecycle, making it easy to collaborate on open leads and discern trends about lost opportunities. ### 24. Keeps Long-Term Projects Organized and Always Visible **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** It keeps project even if they are long term project well organized and in front of your face **What do you dislike about monday CRM?** Sometime to register an action you have to type it in the account **What problems is monday CRM solving and how is that benefiting you?** I just have to use it but I like it ### 25. Easy to Use with Smooth Navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** The ease of use and the navigation of the platform. **What do you dislike about monday CRM?** I can’t think of any. I feel like it’s pretty great. **What problems is monday CRM solving and how is that benefiting you?** It’s keeping my tasks and projects organized. ### 26. Effortless Lead and Account Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** For me is keeping track of my lead updates and accounts **What do you dislike about monday CRM?** I haven't had any issues. I've only being using it for a couple months **What problems is monday CRM solving and how is that benefiting you?** Tracking my work and helping me be more productive ### 27. Easy, Flexible Documentation—But Dashboard Features Can Be Slow **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Easy to use, and it helps build flexible documentation pages for teammates. **What do you dislike about monday CRM?** Some features can be very slow, especially the dashboarding tools and related functionality. **What problems is monday CRM solving and how is that benefiting you?** I share knowledge with the organization and help build quick POCs for ideas. ### 28. Streamlined Sponsor Organization With Powerful Automations **Rating:** 5.0/5.0 stars **Reviewed by:** Janeen B. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about monday CRM?** It helps us organize our prospective sponors and the automations **What do you dislike about monday CRM?** It takes alot to understand how to create the workspaces **What problems is monday CRM solving and how is that benefiting you?** It allows us to input and add our prospective sponsors. It makes things much easier for us especially with the implentation of the automation ### 29. Keeps Me Organized and On Track Every Day **Rating:** 5.0/5.0 stars **Reviewed by:** rebecca r. | Sales rep, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** It keeps me organized and defines what I have to do for that day **What do you dislike about monday CRM?** That it’s all very automated so sometime things jump to rows without me being aware **What problems is monday CRM solving and how is that benefiting you?** Creating fast easy follow up and date showing for me ### 30. Visual Clarity with Room for Reporting Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Amie L. | Core Member, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2025 **What do you like best about monday CRM?** I like monday CRM for its visual clarity. It helps me easily identify deals that aren't progressing and see which deals are becoming profitable. Plus, the reminders are great for keeping me on track. **What do you dislike about monday CRM?** The reporting isn't as in-depth as other tools which causes me to sometimes make blind decisions. It would be awesome if it incorporated real forecasting models, historical trend views, and smarter dashboards without workarounds. It took a little time to figure it out at first. There were too many boards, inconsistent stages, fields that were confusing, and automations that I didn't understand. This may be more of an operational/company issue rather than a monday CRM issue. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM keeps me updated on deals and customer status. The visual clarity helps identify profitable deals and those that need attention. Reminders keep me on track. ### 31. monday CRM Keeps My Deals Organized and Follow-Ups Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Rahul C. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about monday CRM?** I manage many deals at once, and monday CRM helps me stay focused and organized. After calls, I can quickly update deal stages without losing track of what’s next. Notes and activity logs are straightforward to review before follow-ups, so I’m not scrambling for context. Task reminders also help ensure I don’t forget important next steps. **What do you dislike about monday CRM?** The mobile app is missing some features that are available on the desktop version. Also, using filters can sometimes take a few extra clicks than it should. **What problems is monday CRM solving and how is that benefiting you?** It helps prevent deals from falling behind. I always know what needs attention next, and my follow-ups are much more consistent. I also spend far less time organizing now, which makes it easier to stay on top of everything. ### 32. Monday Makes Task and Deadline Tracking Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Ernie S. | Senior Accounting Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about monday CRM?** Monday helps keep track of tasks and deadlines so you can have all your daily, weekly and monthly tasks organized. **What do you dislike about monday CRM?** It is sometimes difficult to stay focused and log into Monday to do your tasks since it is a separate program, but you do get email reminders that you have outstanding tasks. **What problems is monday CRM solving and how is that benefiting you?** For large teams, it can help keep tasks on time, like month end processes and reconciliation schedules. ### 33. Customisation and Automation Make CRM Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Kat B. | Business Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** It works with you by offering customisation and automations to streamline tasks and make using a CRM easy and efficient. It's easy to implement and Monday.com are always available to help if there is a problem. We use it everyday in combination with our other software to get the most efficiency out of our sales and client account management processes. **What do you dislike about monday CRM?** It can be slightly too customisable sometimes and the Outlook integrations aren't always helpful if you're managing multiple contracts with one contact. **What problems is monday CRM solving and how is that benefiting you?** Monday lets us hold CRM data in a way that interacts with our process flows (held in work management and other software). We can easily track sales, manage renewals and understand how our campaigns are performing. ### 34. All Our Information in One Place—Easy to Reference Across Queries **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2026 **What do you like best about monday CRM?** Having all the information in the same place, easier to reference on multiple queries. **What do you dislike about monday CRM?** Loading speed and content shift while loading is a hassle sometimes. **What problems is monday CRM solving and how is that benefiting you?** Sales pipeline and managing contacts and leads. ### 35. Flexible, Visual CRM with AI Sales Tools and Centralized Communication **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2026 **What do you like best about monday CRM?** Flexible, highly visual customer relationship, can use AI sales tools and has centralized communication **What do you dislike about monday CRM?** Frustrating pricing structure, cluttered interface for complex setups **What problems is monday CRM solving and how is that benefiting you?** Manual Administrative Burden: Data entry is a notorious time sink. Monday CRM addresses this with built-in, no-code automations that handle repetitive tasks—such as assigning incoming leads, triggering follow-up emails, or automatically updating a deal's stage ### 36. Easy Item Tracking, but Board Updates Can Be a Headache **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Helps with tracking some items, fairly easy to use. **What do you dislike about monday CRM?** It can be a headache to make updates to the board on occasion. **What problems is monday CRM solving and how is that benefiting you?** Helps in tracking processes and deadlines. ### 37. Highly Customizable, Needs Streamlined Navigation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I love the look of monday CRM and how much you can customize the platform to meet our needs as an organization. We create personalized dashboards for each of the states we work for, so our separate workflows can be viewed. **What do you dislike about monday CRM?** It might not be as streamlined or easy to navigate unless you have prior experience. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to keep organized and track project status, creating personalized dashboards for workflows. ### 38. CRM manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** What I like most about CRM is its ability to connect people, processes, and data in one place, creating visibility and enabling better decision-making. **What do you dislike about monday CRM?** According to what you've mentioned along the way: **What problems is monday CRM solving and how is that benefiting you?** CRM helps me solve data fragmentation, lack of visibility, and inconsistent processes by providing a single source of truth for managing customers, opportunities, and business activities. ### 39. Intuitive, Visual Dashboards and Automations That Keep Sales on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is how intuitive and visual it is. The dashboards make it easy to see the status of every deal at a glance, and the automation features save a lot of manual work. It really helps me stay organized and focused on closing sales rather than juggling tasks. **What do you dislike about monday CRM?** One thing I dislike about monday CRM is that it can sometimes feel a bit overwhelming with all the features, especially when setting up complex workflows. It takes some time to get everything just right, but once configured, it works really well. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps me solve the problem of keeping track of leads, deals, and client communications all in one place. By organizing my sales pipeline and automating repetitive tasks, it saves time, reduces errors, and ensures I never miss a follow-up, which directly helps me close more deals efficiently. ### 40. Revolutionized Our Workflow with Centralized, Visual CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ashok C. | IT Support Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about monday CRM?** Monday CRM has enabled our team to shift from disorganized processes to a well-structured daily workflow. Now, every representative can view their deals, tasks, and priorities all in one centralized location. The visual pipeline provides a clear overview of deal statuses, eliminating the need for constant updates or questions. The platform also feels adaptable, giving us confidence that it can evolve alongside our team's growth. **What do you dislike about monday CRM?** Certain features required some testing before they functioned as intended. **What problems is monday CRM solving and how is that benefiting you?** Previously, we managed our deals using spreadsheets and emails, which often led to outdated or incomplete information. With Monday CRM, we now have a single, dependable source for all our data. As a result, our sales meetings have become quicker and more focused. ### 41. Great for Editing Multiple Profile Notes, but Phone Number Lookup Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Hunter T. | CCM, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Being able to look edit multiple profile notes at once. **What do you dislike about monday CRM?** No longer able to properly look up phone #'s. **What problems is monday CRM solving and how is that benefiting you?** Makes looking up info much faster. ### 42. AI-Powered Campaigns and Workflows Made Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Shay Daniel H. | Training, Systems & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** It helps me with campaigns and workflows, and I can handle everything using AI and automations. **What do you dislike about monday CRM?** I don’t have any dislikes. Everything is working well. **What problems is monday CRM solving and how is that benefiting you?** It really helps with our work and makes everything better and faster than before. ### 43. Customizable and User-Friendly CRM for Team Projects **Rating:** 4.0/5.0 stars **Reviewed by:** Emily H. | Marketing & Technology Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I use monday CRM for tasks and team projects. It helps keep things organized and on track, which is super helpful for me. What I like most about monday CRM is that it's easy to use and very customizable. The initial setup was easy too, which was a relief. **What do you dislike about monday CRM?** nothing **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps keep things organized and on track. It's easy to use and highly customizable. ### 44. Effortless Campaign Management with Powerful No-Code Automations **Rating:** 5.0/5.0 stars **Reviewed by:** Nelly C. | DevOps Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2025 **What do you like best about monday CRM?** monday CRM is straightforward to use when managing campaigns. I appreciate the no-code automations, as they allow us to create campaign flows independently, without needing assistance from technical staff. It's convenient to have email tools, dashboards, and automations all integrated in one platform, which really helps streamline our workflow and saves time. The AI features are also useful, especially for composing emails. **What do you dislike about monday CRM?** Certain features, such as sequences and quotes, are still in their early stages. While they do function, they currently feel somewhat limited. **What problems is monday CRM solving and how is that benefiting you?** monday CRM allows us to plan, execute, and monitor our campaigns within a single platform. Having all our leads and contacts centralized makes management much simpler. The reporting features and funnel views provide clear insights into which strategies are effective. ### 45. Flexible CRM But Some Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Maria S. | Consultant **Reviewed Date:** November 07, 2025 **What do you like best about monday CRM?** I find monday CRM extremely valuable for its flexibility and customizability. The ability to build custom boards tailored to my specific needs allows me to organize and collaborate effectively. These custom boards are particularly beneficial in managing my pipeline, ensuring that I can keep track of various tasks and projects effortlessly. The platform's overall adaptability means I can mold it according to my workflow preferences, which greatly enhances my productivity. Additionally, I found the initial setup of monday CRM to be easy enough, allowing me to quickly integrate it into my daily operations without complications. Overall, the system offers a high degree of personalization that supports my organizational requirements. **What do you dislike about monday CRM?** I find the limitation of column features in monday CRM quite challenging. Specifically, the lack of automation for formula columns is a significant drawback for my workflow. Additionally, the automations for mirrored information are lacking, and mirror columns do not offer the same features as other columns, which restricts their utility and effectiveness in managing data. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for pipeline management, enhancing organization and collaboration. It offers flexibility and customizability, allowing me to build personalized boards. ### 46. Effortless Setup, Highly Adaptable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Justine S. **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I appreciate that monday CRM was very easy to set up, which saved me time when transitioning from a multitude of Excel files to a more manageable system. The process of uploading Excel files and merging data was straightforward, enabling me to build a comprehensive view of my customer base efficiently. I find the platform's adaptability particularly valuable, as it's super easy to continue evolving it to meet my specific business needs as well as the requirements of different teams within my company, such as the support and marketing teams. The capability of adding features and columns seamlessly to tailor the CRM to our needs is incredibly useful. Additionally, I enjoy using the mobile version of the CRM, as it allows me to quickly add call notes on the fly using voice notes. Overall, these features make monday CRM an integral part of my business, providing a reliable source of truth for managing customer data. **What do you dislike about monday CRM?** I find it frustrating that the mobile version of monday CRM does not allow for the editing of voice notes. This limitation means I have to wait until I am in front of my desktop to make any necessary edits or correct typos. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to keep track of all our customers and accounts, providing an overview of their status. It simplifies data management with easy Excel integration and customization, enhancing team collaboration. ### 47. Versatile CRM with Seamless Workflow Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Josh D. | Chief Operating Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I appreciate the versatility of Monday CRM, as it allows us to integrate all our departments into a single interface. This centralization simplifies operations by providing effective reporting to manage workflows efficiently. The mass email feature is a convenient tool for reaching out to clients and makes communication much easier, as it's already built into the program. Furthermore, I find the system easy to train on due to its simplicity, which enables rapid onboarding for most people. The ease of visualization and workflow reengineering without the need for extensive external consultation has vastly improved our company's adoption of the system. It helps not only with client relations but also enhances internal workflows and staffing processes. Additionally, Monday CRM offers a cost-effective solution compared to Salesforce, as it eliminates the need for consultants and allows us the flexibility to create new workflows from scratch without any significant external assistance. **What do you dislike about monday CRM?** I would like the email features in monday CRM to be far more robust. The emailing out of cases is not as effective as it could be. We currently use a workaround to manage emails by publishing them within a case, like a note, but this is one of the biggest barriers. Additionally, implementing network workflows on the back end requires different modules, which in turn require more licenses. Overall, the email feature is the most frustrating aspect for me. **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM to streamline operations, integrate departments, and manage workflows effectively. Its ease of use and cost-effectiveness over Salesforce allows us to build workflows without external help, enhancing client relations and internal processes with versatile features like mass email. ### 48. Effortless Sales Pipeline Management with Ease of Use **Rating:** 3.5/5.0 stars **Reviewed by:** Richard L. | Lead IT Business Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I really appreciate the ease of use that Monday CRM offers; it makes the platform highly accessible and user-friendly, which is an important factor for me. The sales management tools within Monday CRM are particularly valuable, especially the capabilities surrounding the sales pipeline, which enhances the efficiency of managing sales activities. Additionally, the platform supports effective lead management. The ability to respond to emails directly from within the tool is also a standout feature for me. Moreover, the initial setup was very easy, and it is one of the key selling points of Monday CRM, making it appealing for teams looking for a smooth transition. **What do you dislike about monday CRM?** I don't think that the marketing solution is as fully formed as the sales solution yet, especially when it comes to segregating emails for people. **What problems is monday CRM solving and how is that benefiting you?** I am trialling monday CRM to manage the sales pipeline and lead management, benefiting from its ease of use and effective sales management tools. ### 49. Streamlined Workflow with Automated Efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Sandy E. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I really appreciate the automation features in monday CRM, as they significantly streamline our processes by automating a lot of tasks. The email sequences are especially helpful because they allow me to set up automated communications easily, which will save our team a considerable amount of time on tasks that are less critical. I’m also looking forward to the upcoming AI agents, which I believe will be amazing in further simplifying our workflow by preventing important details from slipping through the cracks. This automation reduces the burden on our sales team from small details and helps us focus on more important tasks. Overall, these features enhance our efficiency and help manage lead tracking more effectively. **What do you dislike about monday CRM?** I think the initial setup of monday CRM is a bit clunky. I wish there was a way to automatically import a combination of company and contact that are already linked together, which would be really helpful. Additionally, the setup process could be more streamlined. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to manage leads and automate tasks, preventing things from slipping through the cracks and saving time on less important leads. ### 50. Streamlined Logistics Management with Monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Karlis S. | Co-Founder & COO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I really appreciate the vast range of functionalities that monday CRM offers, making it an invaluable tool for our logistics project management needs. The platform's ability to handle shipments, invoicing details, and document sending, all from one place, streamlines our operations significantly. It's a superior alternative to using Excel, making processes three times faster and extremely easy to manage. The mass email function is particularly useful for sending quotes to our carriers efficiently. The product's flexibility and customizability are standout features, allowing us to modify it easily to meet our requirements. Additionally, the visual appeal of monday CRM enhances the user experience. The automation capabilities are a game-changer, allowing us to send automated emails with reminders when deadlines approach, which greatly aids in timely communication with carriers. Overall, monday CRM is a good time saver and a powerful handling tool. **What do you dislike about monday CRM?** Some easy things are hard to make. For example unique number based on our needs for each row. Also AI is not best product they have so I can see improvements there. **What problems is monday CRM solving and how is that benefiting you?** I find monday CRM simplifies logistics management, automates tasks, and improves efficiency compared to Excel. It allows easy handling of shipments, invoicing, and emails, saving time and providing a great tool for managing and modifying processes. ## 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=7§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+15%3A11%3A41+-0500&secure%5Bsession_id%5D=55847e4e-0b22-4b8f-85bf-36922fb32a20&secure%5Btoken%5D=fbcda14325d31c45136ce7bfa9b7d14b1d4abff6a953125409d973e176b959fd&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 - 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 (24,686 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)