monday CRM Reviews & Product Details

What I like most about monday CRM is how intuitive it is to use. The interface is clean, visually appealing, and it's very easy to navigate, even when managing a large number of deals or contacts. The drag-and-drop functionality makes it quick to reorganise pipelines and update records, which helps keep everything organised without feeling like an administrative task.

Overall, the platform feels responsive and well designed, and I rarely have to spend time figuring out where things are. It's a CRM that doesn't get in the way of your work, making it easier to stay on top of tasks and collaborate with the rest of the team.

The only integration I use directly is with Clockify and it works fine. I never needed their support and never used their AI tools, so my perspective on these at the moment is neutral. Review collected by and hosted on G2.com.

One downside I've noticed is that the platform can occasionally be a bit glitchy. It's not something that happens often enough to stop me from using it, but every now and then a page doesn't refresh properly or requires another click to update.

I also found that the default notification settings are quite aggressive. Without adjusting them, it's easy to receive more notifications than necessary, which can become distracting. It would be helpful if the default notification preferences were a bit more conservative or if there were a simpler onboarding step to help users customise them from the start. Review collected by and hosted on G2.com.

I like that it's very user-friendly and intuitive, making it easy for teams to get up and running quickly. Everything is kept in one central place, which makes tracking projects, tasks, contacts, and communication much more efficient. I also appreciate how customisable the platform is, allowing it to be adapted to different workflows, departments, and business needs. The dashboards, automations, and reporting features help keep everyone aligned and provide good visibility across projects. Review collected by and hosted on G2.com.

One challenge has been managing variations, purchase orders, and the integration with Xero for invoicing. While monday CRM has the capability to support these processes, setting them up and streamlining the workflow can be a bit complex and still requires further development on our side. That said, the platform is highly flexible, and I believe there are features and automations available that we can make better use of to improve these areas. Review collected by and hosted on G2.com.

It’s very helpful to have all my colleagues accessing the same source of truth. Being able to send different enquiries to different groups is also really useful, and it saves us time compared with manually going through an Excel register. Review collected by and hosted on G2.com.

It hasn’t been rolled out across the company very well. We still can’t link our project/development pages to the main leasing page, which would be extremely helpful. Being able to connect them would let us track leasing enquiries directly on each project page, instead of having to rely on a separate leasing page. Review collected by and hosted on G2.com.

Monday's AI assistant to help me keep stock of inventory, automatically lets me know if an item is low in stock and triggers a reminder to place an order. Review collected by and hosted on G2.com.

You can't create a custom AI credits package. So even if you have a small team that doesn't use many credits, the minimum credits option is 8000 a month, which we only use a small percentage of. I would prefer if you could create a custom package. Review collected by and hosted on G2.com.

What I appreciate most about monday CRM is its highly visual, intuitive UI/UX. The customizable drag-and-drop boards make it easy to track deals and manage pipeline stages, which has made the process feel effortless and saves our team hours of spreadsheet updates each week. It’s also improved our overall performance and day-to-day workflow by pulling us away from scattered communication.

With automated task notifications, clear item assignments, and centralized activity logs, everyone on the team knows exactly who owns each task at any given time. Another unexpected benefit has been the strength of its native AI and integration ecosystem. Connecting monday CRM directly to our email and internal chat tools—combined with AI-driven summaries and automated lead routing—helps us respond to opportunities faster while cutting down on repetitive data entry.

Overall, the platform delivers a great support interface, strong ROI by streamlining cross-team communication, performance and giving us complete clarity over our operations. Review collected by and hosted on G2.com.

While monday CRM is highly effective overall, there are a few areas that could be improved:

Pricing Tier Limits & ROI for Small Teams: The pricing structure can be somewhat rigid. Certain advanced features—such as deep reporting analytics, high-volume automation runs, and complex permission settings—are locked behind higher-tier plans (Pro or Enterprise). For smaller teams or scaling businesses, this jump in cost can impact the platform's overall ROI.

Advanced Integrations & Custom Formulas: While basic integrations (like email syncing) work well, setting up complex multi-step integration sequences or advanced formula columns requires a steep learning curve. Enhancing the formula builder with more intuitive guides or expanded pre-built integration templates would greatly reduce setup friction.

Performance with Massive Datasets: When handling extremely large datasets with hundreds of active boards and automated triggers, board load times can occasionally slow down. Optimizing system performance for heavy data processing and offering more granular onboarding support for advanced database architecture would improve the long-term user experience. Review collected by and hosted on G2.com.

Monday.com has truly transformed the way I manage projects, delegate tasks, and keep my team aligned. I love how visual and intuitive the platform is—it gives me a clear snapshot of what’s happening across multiple workflows, whether it’s sales, marketing, or event planning. The ability to customize each board to match our exact processes allows us to stay organized without being boxed into a rigid system. I especially appreciate the automations and status updates that reduce the need for constant follow-ups and reminders.

One of my favorite features is how easy it makes collaboration. With Monday.com, my assistant and I can stay on the same page, track progress in real time, and assign action items that are never lost or forgotten. It helps streamline communication with internal team members and external vendors, making our business operations more efficient and productive. It’s more than a project management tool—it’s a central hub that brings clarity, accountability, and structure to everything we do. Review collected by and hosted on G2.com.

I don’t like that you have to purchase user licenses in blocks of five. It’s frustrating when you only need one or two extra users but are forced to pay for five. For small or growing teams, this pricing model doesn’t feel fair or scalable. Review collected by and hosted on G2.com.

I love how easy it is to create a new task in Monday.com, and how simple it is for us to add sub-tasks within the system. I’m also very grateful for the “Reminder” setting we have on tasks, since it helps me stay on top of what needs to be done. Review collected by and hosted on G2.com.

Sometimes I lose track of my tasks if I don’t use the “Reminder” setting. Review collected by and hosted on G2.com.

I like monday CRM because it integrates the calendar, so I can avoid double bookings for appointments, and it connects with our phone system to see past conversations with prospects. It helps me gather all my prospect lists and automate the scheduling of follow-ups. Grouping prospects into different campaigns is really helpful. The integration with different apps we use is user-friendly and supports managing prospect information like time zone and contact details efficiently. The system makes our tasks more efficient, which is invaluable for time management, especially in sending messages and making calls. Review collected by and hosted on G2.com.

Sometimes monday CRM is a bit slow, maybe because of the data, but it's not really all the time, just occasionally. Also, when I first started using it, the setup was complicated for me, but now I've adjusted to doing basic tasks. Review collected by and hosted on G2.com.

I like that monday CRM is very user-friendly. It's really easy to use, even without proper training, which is great because you can intuitively start using it from day one. The extensive free training offered is more than any other product I've used before. I find it very easy to follow due to the coherent display of information, and the ability to change things around based on needs is really helpful. The recently released AI help is also invaluable, making it easier to build what I know in my head. I appreciate how I can manage my daily, weekly, and monthly tasks effectively, saving a lot of time. It allows me to quickly see what needs to be done and check my team's progress at a glance, assign work, and review completed tasks instantly. The support from monday CRM has been a huge help in achieving what we need. Review collected by and hosted on G2.com.

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It’s been very easy to use and integrate, and it was simple to get my staff to start using all the platforms I’ve created. I really like the automations I can set up because they help me monitor performance. I can also track my staff’s performance easily, and I appreciate being able to incorporate all my boards within each other. Review collected by and hosted on G2.com.

I don’t like that we have to pay for the workspace and the CRM separately. I really think there should be a bundled package for customers who use more than one module, instead of having to purchase each one on its own. Review collected by and hosted on G2.com.