monday CRM Reviews & Product Details

For me, the best thing about monday CRM is its flexibility and how easy it is to manage data in boards. From an integration perspective, I found it useful that the data can be accessed and updated through APIs, which made it possible to integrate monday with other systems like Snowflake using Boomi. The customizable boards and columns also make it easy to organize data based on business requirements. Review collected by and hosted on G2.com.

One thing I found a little challenging was working with monday CRM from an integration perspective. When pushing data from Snowflake into monday boards through Boomi, setting up the GraphQL queries and handling board and column IDs was sometimes a bit confusing. Better documentation and simpler API handling would make integrations easier to set up and maintain. Review collected by and hosted on G2.com.

What I like most about monday CRM is its flexibility and ease of use. It makes it simple to organize clients, track projects, assign tasks, and see progress in one place. The customizable workflows and clear visual layout make it easy for our team to stay organized and keep track of follow-ups without a lot of complexity. Review collected by and hosted on G2.com.

The main downside is that the level of customization can sometimes feel overwhelming, especially when setting up more complex workflows or views. It can also take some time for new users to understand all the available features and determine which ones are actually needed. More streamlined options for simpler workflows and easier navigation between related information would make the experience even better. Review collected by and hosted on G2.com.

What I like most about monday CRM is project management, task assignment, tracking project progress, and managing team workloads. The time-tracking functionality is especially useful for monitoring the effort spent on different tasks and projects. Having CRM, project management, timelines, team collaboration, and time tracking in one platform gives us better visibility and helps us stay organized, accountable, and efficient across the entire workflow. Review collected by and hosted on G2.com.

The main challenge is that monday CRM can become quite complex as the number of boards, automations, workflows, and customizations increases. Setting up and maintaining an efficient structure can take some time, especially for larger teams. The pricing can also become relatively expensive as more users and advanced features are added. It would be helpful to have simpler administration, more advanced reporting options, and better integration between project management, CRM, and time tracking. Review collected by and hosted on G2.com.

We use monday CRM for both client project management and internal team tracking across a company of around 100 people, and it's been especially strong for recurring work. With other tools I've used, finishing a repetitive task means manually recreating a near-identical one from scratch but with monday, weekly recurring tasks regenerate automatically the moment the current one is marked complete, which has saved a real amount of admin time over the year-plus we've been using it. The comments section on each task is also genuinely useful rather than just a formality as we use it to leave guidelines and context for both clients and internal teammates directly on the task, so instructions don't get scattered across email and Slack. Review collected by and hosted on G2.com.

Setting up separate boards for each client felt a bit clunky when we first started as there was a learning curve to getting the structure right. It's gotten noticeably easier with time, though, and building out a new client board now is quick. Review collected by and hosted on G2.com.

What I like about Monday.com is how simple and organized it makes our day-to-day work. We use it to log our daily time and to keep detailed information about our products in Monday tables. Having everything in one place makes it much easier to track what we’re working on, update information as things change, and quickly find the specific details we need when we need them. Review collected by and hosted on G2.com.

What I dislike about Monday.com is that it can sometimes feel a little complicated and time-consuming, especially when entering daily time or updating a lot of product details. The tables can also become crowded when there is a large amount of information, which can make it harder to quickly find what I need. Review collected by and hosted on G2.com.

I like how flexible monday CRM is. We can customise it around the way our team actually works, while keeping leads, clients, follow-ups and tasks organised in one place. The automations and dashboards are also very useful for saving time and keeping everyone on track. Review collected by and hosted on G2.com.

The main downside is that it can take some time to set up properly, especially when you want to customise it for more complex processes. There are also so many options that it can feel a little overwhelming at first. Once everything is configured, though, it becomes much easier to manage. Review collected by and hosted on G2.com.

What I like most about monday CRM is how flexible and easy it is to customize. Unlike many traditional CRM systems that can feel rigid or overly complex, monday CRM lets teams tailor pipelines, workflows, and dashboards to fit their specific sales process. That flexibility made adoption much smoother for us and allowed our team to start tracking opportunities and customer interactions quickly, without a lot of setup or training.

The visual pipeline management is especially valuable. Having a clear, real-time view of leads, deals, and activities helps our team stay organized, prioritize follow-ups, and spot opportunities that need attention before they stall. The drag-and-drop functionality, along with customizable columns, makes updating records fast, straightforward, and intuitive.

Automation is another feature that delivers real value. Automated reminders, status updates, and task assignments reduce manual administrative work and help ensure important customer interactions don’t fall through the cracks. As a result, we’ve seen more consistency across the sales process and more time freed up for relationship-building and revenue-generating work.

I also appreciate the reporting dashboards, which provide immediate visibility into pipeline health, sales performance, and forecasted opportunities. One unexpected benefit has been stronger collaboration between teams, since everyone can access the same customer information and activity history in a single, centralized place. Overall, monday CRM helps streamline our sales process, improve visibility, and boost team efficiency while staying user-friendly and highly adaptable. Review collected by and hosted on G2.com.

While monday CRM is highly flexible and easy to customize, that flexibility can sometimes make it challenging to configure more advanced sales processes and reporting. New users may need time to understand how to structure boards, automations, and dashboards to get the most value from the platform, which can slow initial adoption.

Another area for improvement is the depth of native CRM functionality compared to some long-established CRM platforms. Features such as advanced sales forecasting, territory management, and more sophisticated customer relationship tracking could be expanded to better support larger or more complex sales organizations.

Reporting and analytics are useful, but creating highly customized reports across multiple pipelines or teams can require additional setup and manual configuration. More out-of-the-box sales dashboards and AI-driven insights would make it easier to identify trends, forecast performance, and uncover opportunities for improvement.

Integrations are generally strong, but maintaining data consistency across connected systems can sometimes require additional oversight. Enhanced data management tools and duplicate record detection would help improve accuracy and reduce administrative effort.

Overall, monday CRM provides an excellent balance of usability and flexibility, but improvements in advanced CRM capabilities, reporting, onboarding guidance, and data management would make the platform even more powerful as organizations scale their sales operations. Review collected by and hosted on G2.com.

What I like most about monday CRM is how easy it is to organise and track contacts, leads, and tasks in one place. It gives good visibility across the sales process, makes it easier to follow up with prospects, and helps keep the team aligned. The customisable boards and clear tracking also make it easy to manage different workflows and stay on top of priorities. Review collected by and hosted on G2.com.

One downside is that monday CRM can take some time to set up and customise, especially when managing more complex workflows. Some features can also feel less intuitive at first, and there can be a lot of information on screen, which can make it harder to quickly find what you need. Review collected by and hosted on G2.com.

What I like best about monday CRM is how customizable it is while still being easy to use. We use it to manage workflows across multiple teams, and being able to tailor boards, automations, dashboards, and views to fit our exact processes has made a significant difference in efficiency. The drag-and-drop interface, color-coded statuses, and customizable columns make it easy for users to quickly understand where work stands without extensive training.

The automation capabilities have eliminated many repetitive manual tasks, such as assigning owners, sending notifications, updating statuses, and moving items between boards. This has reduced errors and helped our team stay on top of deadlines. The dashboards also provide real-time visibility into workloads and project progress, making it much easier to identify bottlenecks and report on key metrics.

Another standout feature is the integrations. Connecting monday CRM with tools like Outlook, Microsoft Teams, and other business applications keeps information synchronized and reduces duplicate data entry. The platform performs reliably even as our boards have grown, and it's responsive enough for daily use across multiple departments.

I've also been impressed with monday AI. Features like AI-generated summaries, writing assistance, and formula generation help streamline routine work and save time, especially when building new workflows or documenting updates. Combined with an intuitive onboarding experience, a large library of templates, and extensive knowledge base resources, it's easy for both new and experienced users to become productive quickly.

Overall, monday CRM has improved collaboration, increased visibility into our processes, and reduced administrative work. The flexibility and time savings have provided excellent value for our organization. Review collected by and hosted on G2.com.

While monday CRM is highly flexible, that flexibility can also create a learning curve. Setting up more advanced automations, formulas, and cross-board workflows often requires trial and error, and some features aren't as intuitive as they could be for new users. More guided setup wizards or contextual help within the platform would make the onboarding experience smoother.

The AI features are promising, but they're still evolving. While they can save time with content generation and summaries, I'd like to see more intelligent workflow recommendations, deeper automation capabilities, and better context awareness across boards. Expanding AI's ability to proactively identify bottlenecks, suggest process improvements, or surface relevant insights would add even more value.

Integrations generally work well, but some require third-party services or higher-tier plans to unlock their full potential. Having more native integrations and fewer limitations on automation actions would make it easier to build connected workflows without additional complexity.

Performance is typically reliable, but very large boards with numerous automations and connected items can occasionally feel slower to load or navigate. Improving responsiveness for larger, more complex workspaces would enhance the overall user experience.

Finally, while monday CRM offers a wide range of features, some of the most valuable capabilities are reserved for higher pricing tiers. Organizations may find themselves needing to upgrade to access essential automation or reporting functionality. Offering more flexibility in feature packaging would provide better value, especially for growing teams. Review collected by and hosted on G2.com.

I've been using Monday CRM for a while now, and it's honestly been a solid experience overall.

The first thing that stood out to me was the UI. Everything looks clean and modern, and it's pretty easy to figure out where everything is without spending hours watching tutorials. Setting up pipelines and customizing boards was a lot more straightforward than I expected.

I also like how well it integrates with the other tools we already use. Connecting emails, calendars, and other apps didn't take much effort, and the automations have saved us quite a bit of time on repetitive tasks.

Performance has been great for the most part. Pages load quickly, automations run reliably, and I haven't run into any major slowdowns during normal day-to-day use.

Pricing isn't the cheapest out there, but I think the value is worth it if you're actually making use of the automations and workflow features. It definitely helps cut down on manual work, so it ends up paying for itself over time.

Getting started was easier than I expected too. There are plenty of guides and templates available, and whenever I had questions, I was able to find answers pretty quickly. Support has also been helpful whenever I needed it.

The AI features are a nice bonus. They're not revolutionary, but they're genuinely useful for things like generating content, summarizing updates, and speeding up routine tasks. I can see them becoming even more useful as they continue to improve.

Overall, I'd definitely recommend Monday CRM if you're looking for something that's easy to use, flexible, and powerful enough to grow with your team. It's not perfect, but it's one of the better CRM platforms I've worked with. Review collected by and hosted on G2.com.

I really wanted to like Monday CRM, but after using it for a while, there were a lot of things that became frustrating.

The UI looks great at first, but once your workspace starts growing, it can feel cluttered fast. There are so many customization options that even simple tasks sometimes take more clicks than they should, and finding certain settings isn't always intuitive.

The integrations are decent, but some of the more useful ones either require higher-tier plans or extra setup through third-party automation tools. I was expecting a smoother experience without having to jump through additional hoops.

Performance has also been hit or miss for me. Smaller boards work fine, but larger projects with lots of automations can start feeling sluggish. I've also run into occasional delays with updates syncing, which isn't ideal when multiple people are working at the same time.

Pricing is probably my biggest complaint. It starts out looking reasonable, but once you need more advanced features or your team grows, the costs add up pretty quickly. It feels like some features that should be standard are locked behind more expensive plans.

The onboarding experience wasn't as smooth as I expected either. There are plenty of tutorials, but because the platform is so customizable, it sometimes feels like you're expected to figure out the "right" way to build your own system. Customer support has been okay, but getting answers to more complex questions can take longer than I'd like.

As for the AI features, they feel more like nice extras than something I'd actually rely on every day. They're helpful once in a while, but I don't think they're advanced enough to justify choosing Monday CRM over another platform.

Overall, Monday CRM has plenty of potential, but for me, the growing complexity, rising costs, and occasional performance issues outweighed the benefits. It isn't a bad product, but I expected a smoother experience considering the price. Review collected by and hosted on G2.com.