--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1474 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: 1474 scale: '5' date_modified: '2026-08-09' 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:** 1,474 ## 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. 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. ### 2. 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. ### 3. 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. ### 4. 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. ### 5. Compact UI with Handy Git Tracking, but Needs Speed Improvement **Rating:** 3.5/5.0 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 monday CRM's compact and concise UI/UX. I find the Git tracking with status feature handy. The initial setup was easy for me. **What do you dislike about monday CRM?** I find the speed of monday CRM to be slow. The loading speed feels like it takes time to generate results over the UI, making it sometimes feel blurry and sluggish. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for task management, tracking, and team management activities. ### 6. Easy Setup, User-Friendly Experience, and Smooth Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** easy to use, easy to set up, easy integration **What do you dislike about monday CRM?** the pricing is a little high depending on what you use it for **What problems is monday CRM solving and how is that benefiting you?** the problem that Monday is helping solve is performance ### 7. Visual, Easy-to-Use Boards That Keep Leads and Teams Aligned **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2026 **What do you like best about monday CRM?** Its visual, easy-to-use boards make it simple to track leads, tasks, and pipelines. The customization and automation features also save time and help keep the whole team aligned. **What do you dislike about monday CRM?** It can feel overwhelming at first, and some key features, such as advanced automations and integrations, are often restricted to higher-tier plans. That can make it an expensive option for small teams. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve disorganization and a lack of visibility in sales pipelines by automating repetitive tasks and centralizing customer data. This improves team alignment, speeds up deal tracking, reduces manual work, and provides clearer insight into performance and priorities. ### 8. Everything You Need in One Cohesive System **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about monday CRM?** It has everything all in one cohesive system **What do you dislike about monday CRM?** It doesnt communicate with our other CRM systems **What problems is monday CRM solving and how is that benefiting you?** its keeping everything readily accessible, no lost emails. and its accessible on desktop and mobile ### 9. Flexible and Intuitive CRM with Room for Mobile Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about monday CRM?** I like the simplicity of the user interface and the theme customizations in monday CRM. There are many ways to customize the data entry, and I can create our own templates. It's very flexible. **What do you dislike about monday CRM?** Better mobile support, wasn't able to figure it out fully. I was lost when using it and it was a bit laggy. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps in communicating efficiently with leads, ensuring we don't miss anything. I like its simplicity, user interface, and the flexibility to customize data entry with our own templates. ### 10. Accessible, High-Performance Tool with Excellent Tech Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about monday CRM?** Accessibility and tech support, plus performance during high-stress moments. **What do you dislike about monday CRM?** It uses AI, but sometimes it won’t let you log in properly. **What problems is monday CRM solving and how is that benefiting you?** It’s saving me a lot of time and money. ### 11. Improved Updates That Make Communication Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** Updates that are better for communicating **What do you dislike about monday CRM?** Need more automations and also it should have the claude integration **What problems is monday CRM solving and how is that benefiting you?** Updates on communicating about our products. ### 12. Flexible and aesthetic, but full of bugs and unfriendly dashboards **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** It is flexible and allows you to edit and change things on your own, and it is very aesthetic. **What do you dislike about monday CRM?** There are all kinds of bugs and issues that require me to work with a programmer who is an expert in Monday. The whole dashboard matter is very user-unfriendly and it's difficult to design them alone. **What problems is monday CRM solving and how is that benefiting you?** He is supposed to manage the entire work system for me, and I also included accounting with it - here the connection is a bit more difficult. ### 13. Sleek Aesthetics and Smooth User Control **Rating:** 5.0/5.0 stars **Reviewed by:** Khushi K. | Proofreader, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2026 **What do you like best about monday CRM?** The aesthetics and smooth control for users **What do you dislike about monday CRM?** gets messy fast and it could confuse, over custom could be overkill and features arent really advanced **What problems is monday CRM solving and how is that benefiting you?** Tracking of my records ### 14. Is monday.com worth it? **Rating:** 4.0/5.0 stars **Reviewed by:** Jay Mark P. | Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about monday CRM?** what i like a best about monday RM is its flexibility and easy customization. its lets you build sales, pipelines your way, automate tasks without coding. and track all customer interactions in one place. the visual dashboards and email toll also male it simple to manage leads and stay on top of deals **What do you dislike about monday CRM?** what i dislike about monday CRM is that it can be pricey, some features are only in higher plans, and is has a learning curve/ it may also get slow with large data, and the mobile app and email tools feel limited compared to dedicated CRMs **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps me organize leads, track, deals, and automate follow-ups, which saves time, reduces missed opportunities and makes managing customer relationships more efficient ### 15. Customisable and Keeps Everything in Check **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** Keeps everything in check and is very customisable. **What do you dislike about monday CRM?** It’s laggy in the browser, but the desktop app is much better. **What problems is monday CRM solving and how is that benefiting you?** NA ### 16. Flexible Setup That Fits Our Specific Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** Flexibility of the system to set up and fit specific needs **What do you dislike about monday CRM?** Not specific to our industry so some features missing **What problems is monday CRM solving and how is that benefiting you?** Retaining data ### 17. I love Monday's ease of use! **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia F. | Client Services Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** I’ve been using Monday CRM primarily for sales tracking, client management, and communications, and it’s been a solid tool for keeping everything organized and accessible in one place. What I like most is how easy it is to use once everything is set up. The interface is clean, intuitive, and makes day-to-day tasks like updating client info or tracking progress straightforward. It’s helped streamline how I manage leads and client communications, and it’s made a noticeable difference in keeping things on track. I use Monday CRM on a desktop computer, and the performance has been reliable across the board. Overall, I’d definitely recommend Monday CRM to others, especially if you're looking for a flexible tool to handle sales pipelines and client communication in one place. Just be prepared to lean on someone with setup experience—or invest a little time into learning the backend—if you want to customize it. **What do you dislike about monday CRM?** That said, I didn’t set up the system myself, so I find navigating things like modifying boards or adjusting workflows a bit tricky. If you're not the one who customizes the platform, there can be a learning curve when trying to make changes or improvements on your own. **What problems is monday CRM solving and how is that benefiting you?** Tracking sales and commissions, updating clients files, keeping a record of all communication. ### 18. We use Monday CRM for EVERYTHING **Rating:** 4.5/5.0 stars **Reviewed by:** Emily W. | Marketing Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** We use it in every aspect of our company now. It is so useful for managing, organizing, and keeping track of our customers. We are able to see every step of their journey with us due to the Monday CRM. We are slowly transiting our whole company to use the CRM and we have already seen the benefits and heard such positive comments from our team. Once you play around with the CRM, it is fairly simple to use. It does take a while to get accustom to it, especially if you have not done anything like it before. We use it every single day now. **What do you dislike about monday CRM?** There are a lot of tiny steps to learn and it was difficult to integrate it within our company. There were so many little things we had to learn along the way and it was a ton of trial and error. Because the Monday CRM is fairly new, there are not a whole lot of tutorials that can help explain things if you get confused. There are things you have to problem solve yourself. **What problems is monday CRM solving and how is that benefiting you?** Keeping track of our customers/leads and managing their journey with us. ### 19. How Monday CRM Streamlined Our Sales Process **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan T. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Its flexibility and automation power: if we spot a recurring task, we can automate it—e.g., a qualified lead automatically spawns a deal, contact, and account, cutting manual entry. The leads/deals structure is clear, with statuses like “live,” “qualified,” “unqualified,” and “lost” that keep focus and follow-ups tight. Customizable fields and activities plus Gmail integration centralize communication and records. Even though still evolving, dashboards and early AI columns are already yielding useful pipeline and forecasting insights. **What do you dislike about monday CRM?** Migration from older systems (like HubSpot) can be tricky—especially mapping contacts and accounts—and usually needs extra setup and automations. There’s a learning curve for new teammates, so hands-on testing (creating and moving sample leads) is essential. Reporting and dashboards are still maturing and sometimes require workarounds or custom AI columns. In short, it’s powerful, but getting the most out of it takes time and intentional configuration. **What problems is monday CRM solving and how is that benefiting you?** It’s eliminated fragmented workflows and duplicate data entry by automating repeat steps—when a lead is qualified, a deal, contact, and account are created automatically. Centralizing email and activity tracking keeps communication, status, and history in one place, reducing misses and speeding follow-ups. Clear lead/deal stages standardize qualification and prioritization, giving real-time visibility into the pipeline. Emerging dashboards and AI-driven columns are improving forecasting and helping us spot bottlenecks sooner, so we can allocate effort where it matters. ### 20. Most helpful sales resource out there! **Rating:** 4.5/5.0 stars **Reviewed by:** Allison H. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** My absolute favorite thing is the follow-up dates. I would be lost without them! It helps me avoid letting customers fall through the cracks and helps me monitor the frequency at which I reach out. I also love the notes section - keeping everything all together eliminates my worry about lost details. I also love that you can seamlessly move leads to deals and track delivery dates. It is a great product to communicate within a sales team. We all use this every day from the time we arrive at work until closing time! It took us a bit to learn the features we use, but once we learned, it is very user-friendly! **What do you dislike about monday CRM?** I feel like there a lot of features on monday that I haven't even tapped into. It took us a while to figure out how we want to use the product and as a result, we are probably missing some features that would be really helpful. When I've reached out for support, we can never speak with a human and just get sent tutorials and videos. I would love better customer support - with a person who could walk us through all the options. **What problems is monday CRM solving and how is that benefiting you?** Helps us track our leads all the way from inquiry to sale! ### 21. A real game-changer for our business **Rating:** 4.0/5.0 stars **Reviewed by:** Phil D. | Director of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** I like the customisations and that I can build boards around not just my own needs but also the needs of the business. We can collaborate on certain boards, create private ones just for us, and still pull all of that data into a dashboard that provides a real-time snapshot of where we're at as a business. **What do you dislike about monday CRM?** Genuinely there's not much that i dislike, i think the only thing is that when building a dashboard it takes a little time to figure out certain data sources and which type to use. If that process could be more incremental like the automations are. Like 'what do you want to show?' > where do you want to pull the data from? > 'how do you want to display it' might make it a bit easier. **What problems is monday CRM solving and how is that benefiting you?** it creates a really visual way for us to track our total sales activities and collaborate on each stage. It gives our owner complete oversight on, as it does to us as a team of how the pipeline is looking. It also allows us the flexibility to build the pipeline around us rather than making our process fit the platform. ### 22. Easy, Complication-Free Workflow in One Workspace **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** Easy workflow in a single workspace without any complications **What do you dislike about monday CRM?** Sometimes it takes longer to load, which is frustrating **What problems is monday CRM solving and how is that benefiting you?** Organising complex work ### 23. Great for Team Coordination, but Budget Board Customization Is Limited **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** It is useful to coordinate with team members **What do you dislike about monday CRM?** Lack of customizations in certain budget boards **What problems is monday CRM solving and how is that benefiting you?** Keeping the team connected on all updates ### 24. Accelerate and streamline work and task management with ease. **Rating:** 4.5/5.0 stars **Reviewed by:** Zachi B. | It manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** Speeds up and streamlines my work and task management **What do you dislike about monday CRM?** Help me with managing and registering users, all with accessibility and ease. **What problems is monday CRM solving and how is that benefiting you?** Everything is in one system that consolidates everything, and there is no need to work in multiple systems simultaneously. ### 25. A total game-changer for our team! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Monday CRM keeps our whole team in sync. We can see where every sale stands, who needs to follow up, and when meetings are happening—all in one spot. It’s helped us stay organized and cut way down on the back-and-forth emails and sticky notes. We’re spending less time trying to figure out what’s going on and more time actually getting stuff done. **What do you dislike about monday CRM?** Honestly, nothing major so far. It’s been smooth sailing. We've tested different setups and features, and everything has worked well without any headaches. **What problems is monday CRM solving and how is that benefiting you?** Before monday CRM, our sales tracking was all over the place—sticky notes, spreadsheets, and lots of back-and-forth emails. Now, everything is in one place. We can track performance, follow-ups, meeting notes, and client interactions without missing a beat. It’s helped us stay organized, close more sales, and spend less time digging for info. It’s made a huge difference in how efficiently we work day-to-day. ### 26. Simple and clear, but with room for improvement in CRM functions **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The simplicity compared to others **What do you dislike about monday CRM?** I am missing CRM functions that others have. **What problems is monday CRM solving and how is that benefiting you?** I can easily capture and process the customers. ### 27. Powerful AI Features, But Hard to Find **Rating:** 3.5/5.0 stars **Reviewed by:** Mr S. | Head of operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** The ai features they have now in the system **What do you dislike about monday CRM?** It’s hard to understand how to find those features **What problems is monday CRM solving and how is that benefiting you?** It’s organized all the information in my company ### 28. Limited AI, Unreliable Results, and Hard-to-Manage Duplicates **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** Connectivity between boards and easy to edit **What do you dislike about monday CRM?** It’s ai capabilities are limited, it doesn’t work as expected, very hard to manage duplicates **What problems is monday CRM solving and how is that benefiting you?** Tracking deals and contacts ### 29. Highly Customizable Boards That Fit Any Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** You can make every board exactly how you want/need it **What do you dislike about monday CRM?** Sometimes there aren’t enough ways to filter or you can’t filter multiple things at once **What problems is monday CRM solving and how is that benefiting you?** I don’t have to go back and manually find what I’m looking for, I can organize it however I want ### 30. Excellent Integration and Easy Setup with Minor Grouping Challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Paul H. | Senior Consultant, Government Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about monday CRM?** I like the ability to integrate monday CRM into other software, which captures my appointments and meetings in addition to client notes. Also, the initial setup was pain-free. **What do you dislike about monday CRM?** I'm not able to see some of the groupings. Moving clients from one monday group to another can be difficult. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps with client processing and workflow management. It integrates well with other software, capturing my appointments, meetings, and client notes. ### 31. Making Work Management Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** I find that everything is easy with monday CRM. It makes managing tasks, budgeting, and timing much simpler. The initial setup was very easy, and I appreciate that aspect the most. **What do you dislike about monday CRM?** Like everything **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for management at work, and it makes everything easy. I value its features for handling budget, timing, and tasks, all of which streamline my processes effortlessly. ### 32. Great Dashboards, Automation, and Seamless Team Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2026 **What do you like best about monday CRM?** Great dashboards, automation, and seamless team collaboration. **What do you dislike about monday CRM?** The reporting could be more flexible, and some advanced features take time to learn. **What problems is monday CRM solving and how is that benefiting you?** Automates repetitive tasks, and gives our team better visibility into customer interactions, helping us work more efficiently and close deals faster. ### 33. Monday CRM: An integral solution for our commercial process **Rating:** 4.5/5.0 stars **Reviewed by:** Amadeo G. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** These are the 3 main aspects that My team an I like best about Monday CRM: - A comprehensive and integral solution for opportunities management. - Tracking and interactive sequences with our customers. - User friendly and very easy to use. **What do you dislike about monday CRM?** Something that monday can improve: - Adding a new functionality to create quotes or invoices. (Using subitems and a product board). - Native integration with MS Teams. - Better forecasting dashboards. **What problems is monday CRM solving and how is that benefiting you?** - Lack of communication with our commercial team. We have a better comprehension what are the activities that our team is doing with the customers. - Lack of measure team performance. Now, we know how well are doing our executives and what are the main goals that we achieve monthly and annually. - Manual and on-paper process. Now, we have an amazing workflow that integrates lead management, opportunities management, finance, projects and post-sales. ### 34. The best item card there is and Mass Mail is excellent. **Rating:** 5.0/5.0 stars **Reviewed by:** Gilad S. | מנהל פרויקטים, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** The item card is the best there is, and the matter of mass mail. **What do you dislike about monday CRM?** The titles in the item card are not working and need to be done manually. **What problems is monday CRM solving and how is that benefiting you?** All the automations there are really good. ### 35. Quick Installation, Impeccable Performance **Rating:** 5.0/5.0 stars **Reviewed by:** L. D. **Reviewed Date:** October 22, 2025 **What do you like best about monday CRM?** I recommend without hesitation Mandate CRM, which I have been using for two years to manage my clients and obtain real reporting on my sales pipeline. I discovered Mandate CRM thanks to a friend and found the installation very simple, smooth, and quick. It effectively solves the problem of having accurate and scalable reporting on our sales pipeline. Moreover, I am impressed by Mandate CRM's ability to provide a very smooth and scalable sales pipeline as well as reliable reporting. It is such a perfect tool that there is nothing else I would want to improve. This efficiency and simplicity are major assets that make me want to recommend it. **What do you dislike about monday CRM?** The software integration process is perceived as long. **What problems is monday CRM solving and how is that benefiting you?** I use CRM to manage my clients and have real reporting on my sales pipeline, in a very simple and scalable way. ### 36. Effortless Campaign Tracking and Seamless Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Tina E. | Demand Generation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about monday CRM?** As a CRM Administrator, I found that Monday CRM made it much easier for us to organize our campaign tracking. We recently ran a campaign where leads came in from both ads and webinars, and monday CRM handled the automatic routing of those leads seamlessly. The dashboards are also user-friendly and make it simple to see which campaigns are converting. **What do you dislike about monday CRM?** Certain reporting features are restricted to the more expensive plans. **What problems is monday CRM solving and how is that benefiting you?** Before using Monday CRM, our campaign data was disorganized and scattered. Now, everything is accessible in a single location, which has made both sales and marketing processes much more streamlined and efficient. ### 37. Seamless Setup, Ideal for Lean Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren B. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about monday CRM?** I love how monday CRM was extremely easy to get started; importing contacts via Google Sheets took just five minutes. The integration with Slack and Typeform streamlined our operations, transforming our workflow within hours. I find the customization features incredibly useful, allowing us to tailor the platform to our specific needs, like hardware tracking using templates. Additionally, monday CRM's intuitive ease of use is perfect for our lean team, as we can learn while doing without needing extensive setup support. **What do you dislike about monday CRM?** I wish monday CRM had more customization options for email templates. I would love to make them look nicer and have the capability to create newsletters, which is something I've seen in other platforms but is not available in Monday. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to centralize our information, provide clarity, and streamline tracking and reporting for our startup, improving transparency and integration. It's easy to set up, use, and customize, saving us time and preventing reliance on scattered data. ### 38. Customizable and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Eva K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about monday CRM?** Definitely easy to use and customizable. **What do you dislike about monday CRM?** Nothing, just waiting for Outlook integration. **What problems is monday CRM solving and how is that benefiting you?** Keep tracking of new customers, potential customers and existing customers - their current needs. Managing shipments. ### 39. Effortless Deal Tracking and Automation for Account Executives **Rating:** 5.0/5.0 stars **Reviewed by:** Peter G. | Sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2026 **What do you like best about monday CRM?** As an Account Executive, Monday CRM enables me to keep track of my deals efficiently. For instance, when a lead responds after a demo, the automations automatically advance the deal and notify me right away. I also rely on it to monitor my follow-ups. The dashboards are particularly useful during pipeline reviews, especially when managers inquire about the status of various deals. **What do you dislike about monday CRM?** Properly setting up boards requires some forethought and planning. **What problems is monday CRM solving and how is that benefiting you?** Before using Monday CRM, I often lost track of deals because follow-ups had to be done manually. Now, with everything clearly tracked, I can keep deals progressing smoothly. ### 40. Efficient Automation, Ease of Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about monday CRM?** I use monday CRM for customer and sales management, and I particularly appreciate the automation that allows me to save time, especially for easy responses. I like the access to administrative results, and I really appreciate the dashboard and reports. The initial setup was very easy and simple, and I actually recommend the product to everyone. **What do you dislike about monday CRM?** Team collaboration should have more options, especially to have more access and relationships with your partners. **What problems is monday CRM solving and how is that benefiting you?** monday CRM automates, saving me time, especially for easy responses. ### 41. Stunning UX and Endless Customisation Options **Rating:** 4.5/5.0 stars **Reviewed by:** Skye D. | Storyteller & Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2026 **What do you like best about monday CRM?** The UX. The Visuals. The endless customisation and optimisation options. **What do you dislike about monday CRM?** Expensive. Can be slow and buggy sometimes. **What problems is monday CRM solving and how is that benefiting you?** I've stopped using it and am now trialing alternatives. It was meant to tailor and visualise workflows for clients and myself. ### 42. A Solid CRM for Small-to-Mid-Sized Teams with Essential Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Arif V. | Insights and Analytics Manager, Market Research, Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about monday CRM?** It’s a good CRM for a small-to-mid-sized operation, with all the essential features and integrations. **What do you dislike about monday CRM?** It may not scale well for larger corporate organizations. **What problems is monday CRM solving and how is that benefiting you?** It helps with tracking leads, delivering transparency and trust across the team, and providing clear visibility. ### 43. Effortlessly Manage Multiple Projects Without Missing a Thing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** That I can manage and see multiple projects and not miss anything **What do you dislike about monday CRM?** I don’t think I dislike anything, I just sometimes feel not every one should add me to projects **What problems is monday CRM solving and how is that benefiting you?** It helps us manage time and make me finish before every deadline ### 44. Customizable Fields and Pipeline Stages That Fit Our Sales Process Perfectly **Rating:** 5.0/5.0 stars **Reviewed by:** Glen S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2026 **What do you like best about monday CRM?** The customizable contact fields and the pipeline stages helped us a lot in modeling the sales process precisely to match our business flow, so no coding is needed. **What do you dislike about monday CRM?** It is quite difficult for new teammates to learn at first, mainly when it comes to connecting boards for deals, contacts, and activities. **What problems is monday CRM solving and how is that benefiting you?** It solved the problem of several disconnected spreadsheets by moving us to a centralized CRM that enforces the process, and it has reduced the amount of manual work. ### 45. Sidekick AI Supports Me with Everything - Email Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about monday CRM?** Sidekick AI — I really like that the AI supports me with everything. **What do you dislike about monday CRM?** The menu is confusing and can sometimes be tough for first-time users. **What problems is monday CRM solving and how is that benefiting you?** Especially helpful to have all my contacts centralized. ### 46. Effortless Task Management and Campaign Organization with Monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Steve R. | IT Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about monday CRM?** We use Monday CRM to keep track of customer issues and follow-ups. Managing tickets, notes, and status updates is straightforward, which makes it easy for my team to see who is responsible for each task. This way, nothing slips through the cracks. Additionally, it is highly efficient when it comes to organizing campaigns. **What do you dislike about monday CRM?** Adjusting it to fit our workflow requires some initial setup. **What problems is monday CRM solving and how is that benefiting you?** We used to rely on emails and chat messages to track issues. That caused confusion and delays. Monday CRM puts everything in one place so the team works faster. Response times improved ### 47. Effortless to Use and Seamless Team Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Laura C. | Marketing Affiliate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2026 **What do you like best about monday CRM?** It's easy to use and implement with my team. **What do you dislike about monday CRM?** There isn’t really anything I dislike about Monday CRM, and overall, I find the tool to be very useful. **What problems is monday CRM solving and how is that benefiting you?** It's helpful for organizing and keeping track of where everyone on the team, as well as our leads, are in the process. ### 48. Love the customization abilities of Monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Avishai Sam B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about monday CRM?** I am not constrained to work in any specific way. My COO, CMO, and CRO all have their separate ways of working on things, and it makes our life easier when everyone has their custom workflows **What do you dislike about monday CRM?** It's not that I don't like about Monday CRM, it is just annoying that other companies keep building integrations for HubSpot and Salesforce but forget Monday CRM **What problems is monday CRM solving and how is that benefiting you?** We needed a CRM that can be fully customized and affordable. We couldn't work with something like Salesforce because it was too costly, and HubSpot has not innovated recently. ### 49. Great Potential **Rating:** 3.0/5.0 stars **Reviewed by:** Bree P. | Client Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about monday CRM?** Monday CRM has potential to be an incredible platform. The ability to create your own workflows and connect multiple boards is extremely helpful when managing accounts and sales cycles. Though it took a while, we are grateful to Everett McMahan on the Monday consulting team. He truly jumped right in, had great knowledge of the platform and understood our needs. **What do you dislike about monday CRM?** They struggle with good account management, technical support and some very simple tasks (like creating multiple columns or editing multiple at once). Monday.com doesn't integrate with many other platforms, as advertised. Many that is does integrate with, require additional fees. **What problems is monday CRM solving and how is that benefiting you?** We are tracking prospects, current relationships, sales cycles and marketing outreach. In the future, we hope to use Monday.com for track project management as well. ### 50. Visual Pipeline and Boards Make Deal Tracking Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Ganesh I. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** What I liked most is the visual pipeline, and the board system makes it really easy to track every deal stage without having to dig through spreadsheets. **What do you dislike about monday CRM?** Some of the reporting features feel basic compared to other CRMs, and configuring the dashboards took more trial and error than we expected. **What problems is monday CRM solving and how is that benefiting you?** It helped us centralize leads and opportunities in one place, giving our small sales team clear visibility into the pipeline’s health and the next steps. ## 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=8§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+16%3A55%3A40+-0500&secure%5Bsession_id%5D=a8f712d0-e6c3-42d6-8e64-20b98f0cf4e2&secure%5Btoken%5D=d1ed978ad404fb3c90042d93863f055fe6569531b37ec5eb5facf783c86c1b62&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) - 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[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 (24,687 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)