--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1542 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: 1542 scale: '5' date_modified: '2026-08-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # monday CRM Reviews **Vendor:** monday.com **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,542 ## 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. Tailorable and Great for Tracking Authorizations **Rating:** 3.5/5.0 stars **Reviewed by:** Kourtney M. | Front desk, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** Able to tailor it to your needs. Utilize keeping track of what needs to be done for authorizations, etc **What do you dislike about monday CRM?** I have not found anything that I dislike. It has everything needed for me. **What problems is monday CRM solving and how is that benefiting you?** Notifying us when a patient is due for something. For examples a new auth, annual paperwork, are they ready for their treatments? ### 2. Monday CRM Keeps Follow-Ups Organized with a Clean, Customizable Pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2026 **What do you like best about monday CRM?** 1. Great for follow-ups & outreach - Monday CRM makes it really easy to keep track of where each account stands. I can log interactions, set reminders for follow-ups, and visually see my pipeline, which helps me stay organized and consistent with outreach. 2. Flexible task and appointment tracking -Whether I’m scheduling appointments, setting deadlines, or tracking ongoing tasks, the platform is very customizable. I can create boards tailored to my workflow, which makes it adaptable for both short-term tasks and long-term account management. 3. Clean, visual interface - The layout is intuitive and visually appealing. 4. Strong collaboration features -Working with teammates is seamless. I can assign tasks, leave updates, tag colleagues, and keep everything centralized so communication doesn’t get lost in emails or chats. 5. Helpful automations -Automations save time on repetitive work—like reminders for follow-ups or moving deals through stages—so I can focus more on actually building relationships. **What do you dislike about monday CRM?** 1. Learning curve for full customization -While it’s flexible, setting up boards, automations, and workflows can take time initially. It’s not hard, but it does require some upfront effort to get everything running the way you want. 2. Pricing can add up -Depending on the team size and features, it can get expensive compared to simpler CRM tools. 3. Can feel overwhelming at first - Because there are so many features and options, it may feel a bit overwhelming until you get used to the system. **What problems is monday CRM solving and how is that benefiting you?** 1. Disorganized follow-ups - Before, it was easy to lose track of who I needed to follow up with. Monday CRM centralizes all account activity and reminders. 👉 Benefit: I stay consistent with outreach and never miss important follow-ups, which helps build stronger client relationships. 2. Scattered communication & information - Notes, emails, tasks, and updates can easily end up in different places. Monday CRM keeps everything tied to each account in one place. 👉 Benefit: I can quickly see the full history of interactions, making conversations more informed and efficient. 3. Lack of visibility into tasks & pipeline - Without a clear system, it’s hard to know what’s pending, overdue, or progressing. 👉 Benefit: The visual boards and pipeline tracking give me instant clarity on priorities, helping me stay organized and focused. 4. Limited team collaboration - Working across emails or disconnected tools can slow down teamwork. 👉 Benefit: My team and I can collaborate in real time—assigning tasks, sharing updates, and staying aligned in one platform. ### 3. From Pitch to renewal: How Monday CRM Runs our Agency with AI. **Rating:** 5.0/5.0 stars **Reviewed by:** Roshni P. | Executive Response, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2026 **What do you like best about monday CRM?** After a discovery call I can paste notes in. The AI drafts the proposals scope, SOW, and follow-up email in our agency tone, what i like most about Monday CRM **What do you dislike about monday CRM?** We use harvest. The integration works, but i wish profitability was calculated inside monday without jumping apps. **What problems is monday CRM solving and how is that benefiting you?** The AI monitors email sentiment, missed meetings and. late payments. It flags" client Z hasn't replied in 10 days and 2 tickets are overdue". We proactively save 2 accounts a quarter now. ### 4. Easy to Use, All-in-One Workspace with an Intuitive AI Notetaker **Rating:** 5.0/5.0 stars **Reviewed by:** William M. | Founding Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Ease of use. Everything in one place. AI notetaker. Apps are getting more and more intuitive. AI is getting more intuitive as well. **What do you dislike about monday CRM?** I wish it had more features like Excel - auto fill, copy paste, etc. It is not intuitive for someone who uses Excel. **What problems is monday CRM solving and how is that benefiting you?** All client work in one place ### 5. A CRM Board That Finally Fits Our Messy Wholesale Sales Process **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie R. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2026 **What do you like best about monday CRM?** In wholesale, every deal is messy. You've got pricing tiers, minimums, lead times and 3 people touching the account. Monday CRM let me build a board that actually matches how we sell. **What do you dislike about monday CRM?** Monday CRM wont hold inventory or process invoices. We integrated it with netsuite via zapier, but the srt up took time. **What problems is monday CRM solving and how is that benefiting you?** I open my dashboard and see, deals by rep, stage, by close date, and by margin. No more "send me your Forecast" emails on friday. ### 6. Great for Tracking Productivity and Billable Hours **Rating:** 4.5/5.0 stars **Reviewed by:** Adnan K. | Analyst : Financial Reporting Analysis, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2026 **What do you like best about monday CRM?** Tracking productivity and billable hours. **What do you dislike about monday CRM?** The UI can sometimes be difficult to migrate. **What problems is monday CRM solving and how is that benefiting you?** Monday Board really helps with performance planning and makes it easier to integrate tools for project tracking, which has helped the company become much more efficient overall. ### 7. Efficient and User-Friendly, Minor Interface Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** David M. | Enterprise (> 1000 emp.) **Reviewed Date:** August 01, 2026 **What do you like best about monday CRM?** I like that monday CRM is easy to use and share across the team. I also appreciate having historical records of previous jobs that can be used as a central repository. This allows us to track previous artwork, look at previous campaigns, and track and source previous outlook quickly. **What do you dislike about monday CRM?** Nothing **What problems is monday CRM solving and how is that benefiting you?** I find monday CRM easy to use and share across the team. It keeps historical records, allowing us to quickly track previous artwork and campaigns. However, the interface could be easier to understand. ### 8. Monday CRM Transformed Our Customer Relationships, Sales, Management and Highly Collaborative **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan R. | Client Relationship & Quality Assurance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** After using Monday CRM for a considerable period, I can confidently say it has transformed the way i mange with customers relationship and sales activities. With Monday CRM, everything is centralized in one workplace , making it much easier. **What do you dislike about monday CRM?** One challenge I encountered was that the large number of customization option can feel overwhelming at first, setting up automation and creating the ideal workflow required some time and experimentation. **What problems is monday CRM solving and how is that benefiting you?** Improved visual across the entire sales process and more efficient communication. ### 9. Streamlines Processes and Saves Tons of Time **Rating:** 5.0/5.0 stars **Reviewed by:** Dominik . | Business Support Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** Streamlines business processes and saves tons of time. We don't need to communicate directly with each other - we can just look into the dashboard and everything becomes clear **What do you dislike about monday CRM?** It lags occasionally and the search function could've been accelerated somehow to search without delays but overall I think it's great **What problems is monday CRM solving and how is that benefiting you?** Sorting data and customer journey stages ### 10. One-Click Project & Invoice Tracking That Keeps Me Organized **Rating:** 5.0/5.0 stars **Reviewed by:** brenda. e. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** I like how easy it is to track my clients’ projects, invoices, and pitches with just one click. It’s flexible to use and helps me stay organized. It also saves me time because I can draft call sheets quickly, recap emails, and pitch follow-ups using data from my dashboard. **What do you dislike about monday CRM?** It takes time to connect and understand how to use. **What problems is monday CRM solving and how is that benefiting you?** It helps manage clients, and projects in one connected system so that pitches don't get lost and production stay on budget. ### 11. “monday CRM Links Stakeholders Seamlessly for Clear Deal Visibility in Real - time” **Rating:** 5.0/5.0 stars **Reviewed by:** Kate E. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2026 **What do you like best about monday CRM?** monday CRM have successfully enabled me to link CNO, CFO, IT and Procurement to one deal which allows me to see at a glance who I haven’t communicated with in a given time probably 30 days. **What do you dislike about monday CRM?** I am able to accomplish all my needs such as GH renewals via automation with monday CRM without facing challenges. **What problems is monday CRM solving and how is that benefiting you?** monday CRM allows me to stop losing deals by tracking all in one single dashboard. monday CRM cut my average sales cycle through deep visibility into blockers. ### 12. Great Board Flow and Mirrored Columns, but Less Flexible Than Salesforce **Rating:** 3.0/5.0 stars **Reviewed by:** Charlotte M. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I like how all the boards flow into each other, and the ability to mirror columns is especially helpful. **What do you dislike about monday CRM?** Monday is not as flexible and does not have the same capabilities. as something like Salesforce **What problems is monday CRM solving and how is that benefiting you?** Monday helps us organize our customer base, membership start and end dates, and our invoicing. ### 13. Forward-Thinking Product That Lets Customers Experience What’s Next **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** They’re already working on the future—building it and letting customers experience what’s coming next. **What do you dislike about monday CRM?** You set up a board, but you should only use it once the board is finished; otherwise, you’ll end up with incorrect automations. **What problems is monday CRM solving and how is that benefiting you?** The problem was that we were working with Excel sheets, but you had to stay focused and do everything separately. For example, you’d adjust something in your Excel file and then you’d have to email someone about it. In monday, you can build triggers for that, which makes the process feel much more connected. ### 14. All-in-One Hub for Group Sales, Corporate Accounts, and Marketing with monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Violet L. | Director of Sales & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about monday CRM?** In my current 45-room hotel, I am able to handle group sales, corporate accounts and marketing in one central hub with monday CRM - This is the most crucial aspect so far. **What do you dislike about monday CRM?** Whenever there is a technical issue, which is rare, our in-house support team take care of it, so ai don’t have any definite issue to mention now. **What problems is monday CRM solving and how is that benefiting you?** Our guest issues and repeat guest data was scattered all over external systems, but monday CRM centralized them in one place. ### 15. Programmable automations that I didn't find in any other product **Rating:** 5.0/5.0 stars **Reviewed by:** Rodrigo G. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** The most useful thing is the ability to program automations, something I haven't found in another product. **What do you dislike about monday CRM?** Perhaps the cost is not the cheapest on the market, but its features are worth it. **What problems is monday CRM solving and how is that benefiting you?** It allows me to track my Leads over time, with colors I can quickly identify when a client has not been contacted. ### 16. A Lifesaver for Hospital Billing - Finally Brought Order to Our Claims Chaos **Rating:** 5.0/5.0 stars **Reviewed by:** Sushil B. | Billing Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** What I like most about Monday CRM is it's visual Kanban board, Powerful automations, and Full customization for healthcare fields like UHID and TPA Name. It completely saves me from Excel chaos **What do you dislike about monday CRM?** Steel learning curve for beginners and per-seat pricing is expensive if you want to add nurses **What problems is monday CRM solving and how is that benefiting you?** Solved missed claims, delayed follow-ups, and no accountability. Now we close books 4 days early, recovered old denied claims, and reduced follow-up TAT from 5 days to 1.5 days ### 17. Streamlined Lead Capture and Follow-Up with Monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Maria* R. | Human resources generalist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2026 **What do you like best about monday CRM?** Monday CRM streamlines our entire lead process.It allows for live lead capture at trade shows.It also organizes leads into specific types and makes it easy to convert them into contacts.I also like how it captures all our critical data related to each lead so nothing gets lost and the follow up is more effective. **What do you dislike about monday CRM?** There is nothing to dislike towards Monday Crm **What problems is monday CRM solving and how is that benefiting you?** It lets us capture leads instantly and organize them with all the critical details. ### 18. Clear Task Visibility and Organization That Boost Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2026 **What do you like best about monday CRM?** Monday CRM provides a clear overview of tasks, processes, and their status in one place. It makes it easier to track progress, assign ownership, and ensure nothing is missed. The main upside is better visibility and organization, which helps with collaboration and follow-ups **What do you dislike about monday CRM?** It can sometimes feel a bit complex when there are many boards involved. **What problems is monday CRM solving and how is that benefiting you?** Since it provided a clear overview of the deadlines and tasks assigned, It helps me plan the day better. ### 19. Helpful Task and Deadline Management with Easy Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** It is so helpful to assign tasks and deadlines to be better able to manage multiple tasks. It is easy to make adjustments to deadlines, as well as to refine the status categories to make those more customized to the tasks. **What do you dislike about monday CRM?** Inputting a deadline will automatically change the status to "Done" once the date has passed, but some deadlines are missed. I would rather be the one to adjust the status myself, rather than the date. **What problems is monday CRM solving and how is that benefiting you?** It is solving tasks delegation, timeline order and multitasking. ### 20. An Amazing Tool for Tracking Brand & Event Campaign Revenue and Sales Leads **Rating:** 4.5/5.0 stars **Reviewed by:** Isaque S. | Marketing and Advertisement Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** I’m able to track the revenue we make from brands and events campaign as I’m able to work with sales department to follow leads. **What do you dislike about monday CRM?** Outdated data has lead to wrong decision making on budget and marketing. As such, automation is required to ensure that information is current and up to date. **What problems is monday CRM solving and how is that benefiting you?** The marriage with sales department has made it easier to follow leads for ads and marketing as we use the same data eliminating guess work. ### 21. Monday CRM Keeps our Financial Services clients Work Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Selena G. | Client Services Associate(CSA), Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about monday CRM?** The best thing about this platform is that it finally gave us one place to track everything about a client instead of living in 4 different tools. **What do you dislike about monday CRM?** We can't store sensitive docs like account numbers or signed agreements directly in monday. I wish there was a built-in secure file vault with audit logs. **What problems is monday CRM solving and how is that benefiting you?** Dadhboards pull live data. During Q4 review season I can show leadership exactly how many clients are scheduled vs pending vs completed. ### 22. Easy to Customize and Beginner-Friendly for Efficient Project Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** It’s easily customisable and very friendly for people who haven’t used the software before. You can also make use of agents to build vibe apps that are relevant to your role, making project management very efficient! **What do you dislike about monday CRM?** It has a tendency to be slow at times, especially when viewing long threads of emails **What problems is monday CRM solving and how is that benefiting you?** Project management tracking, for sure! I get to see a good glimpse of everyone’s tasks which helps me gauge the availability of others better ### 23. Easily Configurable, Intuitive, and Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** mario p. | Head of product, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** I find monday CRM easy to configure and it is very intuitive to use, even if you are not familiar with the tool. I can configure the boards according to my preferences and create automations, which makes it easy to get accustomed to. Additionally, the initial setup was very simple. **What do you dislike about monday CRM?** I would wish for multiple columns to be made available. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for organizing customers and leads, creating offers, and tracking as well as status updates. It is easy to configure, intuitively usable, and allows the creation of automations. ### 24. Easy-to-Use CRM That Streamlines Customer and Sales Activity **Rating:** 5.0/5.0 stars **Reviewed by:** Michael. N. | Vice President Of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** I like being able to organize customer details and sales activity in a way that makes it easier to manage relationships with hotels, businesses, and other high-volume clients. **What do you dislike about monday CRM?** All I can say is that this software is easy to use, and I haven’t run into any issues so far. **What problems is monday CRM solving and how is that benefiting you?** It helps keep sales opportunities and customer check-ins from slipping through the cracks, while also giving me clearer visibility into the accounts that drive our business. ### 25. Boosts Cash Planning and Forecast Accuracy **Rating:** 4.5/5.0 stars **Reviewed by:** Wendy_ W. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2026 **What do you like best about monday CRM?** It helps in cash planning and forecast accuracy. It helps in writing program name, contract terms and part numbers. **What do you dislike about monday CRM?** Reporting features feel to basic when dealing with highly advanced sales forecasting. It takes a lot of front end work to get set up. **What problems is monday CRM solving and how is that benefiting you?** Faster audits-everything is time dated and aligned to a deal, so reviews takes less time. Better cash forecasting-I can see whats booked ,the delivery time and when the deposits are due. ### 26. Easy to Use, Great Integrations, and Welcoming Support **Rating:** 4.0/5.0 stars **Reviewed by:** Vincentius I. | BD Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** ease of use, low barrier to entry, integrations with 3rd party AI solutions, welcoming customer support. **What do you dislike about monday CRM?** Performance suffers when there's a huge amount of data. **What problems is monday CRM solving and how is that benefiting you?** keeping track of b2b deal opportunity, cut time of reporting, centralize lead. ### 27. Customizable Groups and Tables That Fit Our Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like the way I am able to customize groups and tables to suit company and my own needs **What do you dislike about monday CRM?** Sometimes it is quite slow if there is a lot of data on it's side, which makes the workflow harder and it is a chore to use at times because of this. **What problems is monday CRM solving and how is that benefiting you?** It is a good way for the company to communicate leads and keep everyone on the same page, it benefits me by being ensuring everyone is doing there part and we are all talking to each other through Monday.com ### 28. Improved Organizational Skills at Work **Rating:** 5.0/5.0 stars **Reviewed by:** Paola G. | Workplace experience coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Getting better organizational skills at work. **What do you dislike about monday CRM?** The sidebar organization can sometimes feel like a lot for me. **What problems is monday CRM solving and how is that benefiting you?** My business problem was that we were using emails, Post-its, texts, and pretty much everything else just to keep everything in mind. Now we’re simply using Monday, and it’s much easier to stay on top of things. ### 29. monday CRM Streamlines ABM and Target Account Pipelines with Target Boards in my IT Services Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Liam K. | Group Head of Digital Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about monday CRM?** I am responsible for generating qualified leads, nurturing accounts and aligning marketing to revenue. It is through monday CRM, that I am able to streamline ABM and target accounts pipelines via target boards. **What do you dislike about monday CRM?** I was among the first users to try monday CRM in August 2022 after it was launched and I have never come across any areas for improvement. **What problems is monday CRM solving and how is that benefiting you?** Demand gen, content marketing, events coordination and partner marketing has been seamless to conduct with monday CRM. ### 30. Effortless Team Collaboration with monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Carol D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I like that monday CRM gives me insight into how my team works together. It solves the need to be in person for everything, which is really helpful in collaborating with other writers. I enjoy that I can see who is working on what and when they've been logged in working. As this is the first CRM we are using, we really enjoy it. The initial setup was very easy, and everything we've done with monday CRM seems to be working well for me. **What do you dislike about monday CRM?** NothingI love it! **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to collaborate with other writers, which solves the need to be in person for everything. I like seeing who is working on what and when, giving me insight into how my team works together. ### 31. User-Friendly CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Tyrtza J. **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** I like how user-friendly and intuitive monday CRM is. The initial setup was easy. I'm also okay with monday's automations, but I mainly like using them and look forward to them becoming more powerful. **What do you dislike about monday CRM?** AI is expensive, Vibe view is cool but not worth the price - I wish we could pay less for one view instead of paying $100 for a bunch. We are also eagerly awaiting native texting but taking a while to come out. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps my clients with tracking paperwork, processes ### 32. Streamlined ABM and Lead Nurturing with Monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Silas F. | Digital strategist and accounts, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about monday CRM?** Monday CRM has helped me to streamline ABM by organizing target accounts and pipelines dedicated boards.It has made it much easier to generate leads,nurture accounts and directly connect marketing activities to revenue. **What do you dislike about monday CRM?** One of its downside is that customizing certain CRM fields and dashboards can feel a bit time consuming compared to other tools. **What problems is monday CRM solving and how is that benefiting you?** It lets us run ABM and track target account pipelines in one place which saves time and ties marketing directly to revenue. ### 33. Connected Dashboards and Automation That Keep Everything in Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Everything is connected, so I only need to update fields in one place. There are connected dashboards that bring everything together in a neat summary page. I like the automation features. **What do you dislike about monday CRM?** Learning how everything is connected can be tricky. For example, my teammates built our connected dashboard and learning which fields are connected to where is a bit difficult. But once you learn it, it stays in tact. **What problems is monday CRM solving and how is that benefiting you?** Workflows are updated manually and reliant on word of mouth, but with the monday CRM, everything moves automatically and notifications are triggered. ### 34. monday CRM Keeps SKU Details, Tech Packs, and Photos in One Place - Robust for Vendor Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Rohi M. | Product Associate - Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2026 **What do you like best about monday CRM?** I’m currently on the Ops side of a contemporary fashion brand. With monday CRM, I use product boards rather than line sheet - each SKU is an item showcasing cost, tech pack and photos in one place. **What do you dislike about monday CRM?** I slightly dislike that I still push data from PLM tools manually - I would suggest a native integration. **What problems is monday CRM solving and how is that benefiting you?** On-time delivery up is one of the benefits that I realize with monday CRM via automations which allows to see late POs. ### 35. Powerful Yet Challenging to Implement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about monday CRM?** I like using monday CRM as it serves as our central hub for all operations. It effectively integrates all of our systems, making it extremely powerful for tasks like time tracking, production line tracking, project tracking, and scheduling. I appreciate how broadly it integrates into everything and how customizable it is for very specific tasks. The platform's ability to provide vast complexity within a simple user interface is impressive, making it a shared work platform for our whole team. **What do you dislike about monday CRM?** It takes an enormous amount of front end work to get set up. You need a very high degree of understanding with how the graphite queues work and the APIs, and even with what integrations they offer in their marketplace, they tend to be very expensive. It's simply not well guided; they could help businesses implement it. Additionally, with their seats, it's a very large limitation for the small scale where you have different tiers for the plan, like a three-seat plan or the next tier, I believe, is five seats, and then the next tier from there is 10 seats. They're in these kind of bundles, not by the seat. The enterprise plan, which is their top tier plan, is extraordinarily expensive and not practical for any small business. The block limitations instead of just making it invisible are like constantly creating these, like, oh, I'm trying to use whatever tool, then it basically just tells you you need to upgrade, and it's not even remotely close to possible to upgrade, especially for a small business. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for client and lead data collection, project estimating, and accounts management. It integrates seamlessly into our systems, acting as a central hub for operations, making it incredibly robust and useful for our team. ### 36. Monday CRM Helped Us Manage F&B Routes, Distributors, and Launches in One place. **Rating:** 5.0/5.0 stars **Reviewed by:** Liam K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2026 **What do you like best about monday CRM?** With Monday CRM, we created a simple board that pulls in on-hand stock from distributors via a form. Reps can see what is out of stock before they walk into a store. **What do you dislike about monday CRM?** The mobile apps works, but logging a visit with photos of shelf displays and notes takes too many taps. **What problems is monday CRM solving and how is that benefiting you?** Before, routes were in excel, orders in whatsapp, and promos in someone's notes app. Now one board is the source of truth. ### 37. Streamlined Sales Pipelines and Forecasting with monday CRM at Par for 24.7 **Rating:** 4.5/5.0 stars **Reviewed by:** Charlotte W. | Regional Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about monday CRM?** I have been using monday CRM from my previous IT&S company as a BDM and I like how it have been allowing me to streamline sales pipelines and forecasting. **What do you dislike about monday CRM?** I slightly dislike that monday CRM lack native integration for most platforms which forced me to incur Zapier subscription. **What problems is monday CRM solving and how is that benefiting you?** With monday CRM, I am able to manage over 350+ accounts and 28+ distributors in one central repository without having them scattered across lots of systems. ### 38. Clunky Interface, Low Recommendation Score **Rating:** 1.0/5.0 stars **Reviewed by:** Ben B. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I appreciate monday CRM's features like notifications and reminders, which are really helpful for keeping track of dates, times, and previous actions, especially for vehicle management. I also find the monday doc feature valuable. The initial setup was very easy, and it had a simple learning curve. **What do you dislike about monday CRM?** The interface can be clunky, and I'm also not happy about it being an Israeli company. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for vehicle management, keeping track of dates, times, and previous actions with notifications and reminders. ### 39. Organized Collaboration That Keeps Projects Clear **Rating:** 5.0/5.0 stars **Reviewed by:** Ariadna R. | Partnerships Executve, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** You are organised, and you can have a project with your colleagues with clear ideas **What do you dislike about monday CRM?** You can not go back or do control z, so if something happens you can not go back **What problems is monday CRM solving and how is that benefiting you?** Problems about organization, now we are aligned with our team thanks of monday ### 40. Real-Time Updates and Smart Automations Keep Our Team in Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Real time updates across team members. The automations allow for team members to be notified on tasks without additional steps. We're also able to integrate client progress across different departments **What do you dislike about monday CRM?** Automations that conflict with one another. AI automations on one board will mess with automations on other boards, creating confusion between teams **What problems is monday CRM solving and how is that benefiting you?** It helps to reduce admin. time by A LOT (adding, dates, updating statuses, moving groups). A problem I run into, theres not a lot of support from Monday.com themselves ### 41. Monday for lead management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** Monday=has streamlined our lead management workflow by giving us a clear, visual pipeline to track every enquiry from initial contact through to quotation and follow-up, ensuring no opportunities are missed. **What do you dislike about monday CRM?** some of the more advanced automations and workflows can be time-consuming to set up and often require trial and error. **What problems is monday CRM solving and how is that benefiting you?** Monday solves the challenge of managing leads across multiple platforms like emails, phone calls and spreadsheets by providing a central location to track every customer enquiry ### 42. Easy-to-Use UI and Automations, but Occasional Bugs **Rating:** 3.0/5.0 stars **Reviewed by:** Halle T. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** The UI is easy to understand and it is easy to implement automations **What do you dislike about monday CRM?** I have encountered some bugs in the past - for example not all items were correctly automated **What problems is monday CRM solving and how is that benefiting you?** We keep track of all of our leads and applicants in the CRM ### 43. Dependable Platform for your Day to Day Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Anita Ijiogbor (Isumanu) M. | Executive Search Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** This platform has delivered measurable value by saving time, improving organization, and increasing productivity. I would confidently recommend it to individuals and teams looking for a reliable, efficient, well-designed solution. **What do you dislike about monday CRM?** A few settings were not Immediately obvious and it took some time exploring before unlocking the full potential of the platform. **What problems is monday CRM solving and how is that benefiting you?** If there is one area that has been improved it's expanding customization options and providing more in-app guidance for advanced tools. ### 44. Monday CRM Makes Client Data Easy to Find and Navigate!! **Rating:** 5.0/5.0 stars **Reviewed by:** Genesis C. | Case Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** It is very easy to navigate and when I need anything regarding client dates and numbers it is easily accessible to me. **What do you dislike about monday CRM?** There is nothing I dislike about Monday CRM. **What problems is monday CRM solving and how is that benefiting you?** It is making easy to access things I would otherwise have to walk to the file room to get. ### 45. Great Board-Based Organization with Flexible Account Separation **Rating:** 4.0/5.0 stars **Reviewed by:** Kathy N. | Marketplace coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** We can separate the accounts per board, and have groups per board which easily organize tasks **What do you dislike about monday CRM?** we cannot put due dates and assignee on subtasks on a task **What problems is monday CRM solving and how is that benefiting you?** task organization and monitoring ### 46. A Practical CRM For Managing Brands, Campaigns and Client Relationships **Rating:** 4.5/5.0 stars **Reviewed by:** Liam. K. | Social Media & Brand Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** I would recommend monday CRM to advertising and marketing teams that manage multiple clients and campaigns and need a flexible way to keep their customer relationships and day-to-day work organized. **What do you dislike about monday CRM?** For larger campaigns, keeping the workspace consistently updated across the team also require discipline. **What problems is monday CRM solving and how is that benefiting you?** For existing clients, I can connect their campaign activities with the relevant communication and deadlines, which has made my daily workload much easier to manage. ### 47. All-in-One CRM Hub with Seamless Shopify Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Mayank P. | Ecommerce and Digital Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** I like that monday CRM allocates client pipeline, performance tracking and campaign OPs in one central repository. I am able to pull data from external marketing tools such as Shopify via integration which allows me to track the ecommerce performance with monday CRM. **What do you dislike about monday CRM?** Ever since mid 2024 when I started using monday CRM, I have never had any challenges. **What problems is monday CRM solving and how is that benefiting you?** Getting AI insights from socials such as TikTok and IG has been seamless with monday CRM. ### 48. Simplified Project Tracking, Needs Search Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Jim A. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that monday CRM is easy to use. It's really easy to plug in information and track it, which simplifies managing project details. **What do you dislike about monday CRM?** Sometimes I go to search for certain projects in it, and if I'm not searching in a specific way, I might not find it. So just a work in progress, I'd say. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track progress on large projects, keeping detailed records of repairs and work done. It helps me provide clear, organized information, making complex processes much easier. ### 49. Easy to Use, AI-Powered Features That Take monday.com to the Next Level **Rating:** 5.0/5.0 stars **Reviewed by:** Meagan M. | Sales Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I love how Monday is set up and ease of use. It also has so many AI features that really take it to the next level. **What do you dislike about monday CRM?** Sometimes having to many dashboards can be to much **What problems is monday CRM solving and how is that benefiting you?** Allowing us to stay organized and collaborate as an organization ### 50. Monday CRM Review : Visual, Flexible Tool That Keeps PR Campaigns on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin L. | Public Relations and Communication Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2026 **What do you like best about monday CRM?** What I like most is how visual and flexible it is. As a PR Specialist, i'm juggling journalists, campaign timelines, press releases and client approvals all at once. **What do you dislike about monday CRM?** I had to spend time customizing columns and templates because the default sales pipeline did not fit media Outreach. **What problems is monday CRM solving and how is that benefiting you?** The dadhboard + formula columns let me track pitches sent vs coverage earned vs ad value equivalent in one board. ## monday CRM Discussions - [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) - 3 comments, 1 upvote - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment - [View monday CRM pricing details and edition comparison](https://www.g2.com/products/monday-crm/reviews?page=5&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+08%3A32%3A58+-0500&secure%5Bsession_id%5D=3b1ad4e1-5c1f-42f4-9aa5-94fcf3d28b9c&secure%5Btoken%5D=ab614b19df6e366ec6e470ec5204816ab2f047a51dc79ddc84ec843f88b0df49&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [Abtrac](https://www.g2.com/products/abtrac/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Amazon AWS Platform](https://www.g2.com/products/amazon-aws-platform/reviews) - [Apple Mail](https://www.g2.com/products/apple-mail/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [Clockify](https://www.g2.com/products/clockify/reviews) - [Cursor](https://www.g2.com/products/cursor/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Doxaclick SL](https://www.g2.com/products/doxaclick-sl/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews) - [Google Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews) - 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[Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Miro](https://www.g2.com/products/miro/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [Neo](https://www.g2.com/products/neo-2023-07-18/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [Procore](https://www.g2.com/products/procore/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Salesforce Backup & Recover](https://www.g2.com/products/salesforce-backup-recover/reviews) - 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[Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## monday CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top monday CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,688 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)