--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1470 reviews by the users' company size, role or industry to find out how monday CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 1470 scale: '5' date_modified: '2026-08-08' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # monday CRM Reviews **Vendor:** monday.com **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,470 ## About monday CRM The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations ## monday CRM Pros & Cons **What users like:** - Users appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs. (190 reviews) - Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use. (107 reviews) - Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs. (104 reviews) - Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly. (103 reviews) - Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly. (82 reviews) - Easy Customization (80 reviews) - Users appreciate the **user-friendly features** of monday CRM, enhancing lead management and overall workflow efficiency. (80 reviews) - Efficiency (79 reviews) - Time-saving (74 reviews) - Flexibility (73 reviews) **What users dislike:** - Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness. (78 reviews) - Users find the **learning curve steep** for new teammates, making integration and usability challenging initially. (76 reviews) - Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness. (62 reviews) - Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times. (54 reviews) - Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity. (47 reviews) - Users find the **integration issues** problematic, as they require manual setup and can lead to frustrating lags. (45 reviews) - Slow Loading (31 reviews) - Time-Consuming (26 reviews) - Feature Issues (25 reviews) - Not Intuitive (25 reviews) ## monday CRM Reviews ### 1. Customizable and Efficient with Great Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I love monday CRM for its customisable nature; it feels like there's little you can't achieve on the platform. The interconnected boards are something I really appreciate. I also value how the automations save creative staff time on admin tasks. We've been able to create a fully functioning production line for company assets, which is effortless to use and track. **What do you dislike about monday CRM?** There is the odd function here and there that still have to be carried out manually where an automation would save us time, but they are few and far between. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM lets us create a custom task board for asset production, involving stakeholders as needed. The linked boards and automations save our creative team time by reducing admin tasks. ### 2. Best CRM for Managing Complex Offshoring and Consulting Deals. **Rating:** 5.0/5.0 stars **Reviewed by:** Bella R. | Head of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** I can track every single stage of the processs from initial discovery, solution design, commercial proposal,legal MSA. Each stage has automations that assign task to delivery, legal and solutions teams **What do you dislike about monday CRM?** Setting up automations for multi -stakeholder approvals is powerful, but new SDRs need training to not break the boards **What problems is monday CRM solving and how is that benefiting you?** We've experienced poor forecasting before but with monday CRM I can forecast by country, service and probability with live dadhboards. ### 3. monday CRM Seamlessly Connects Sales Pipeline to Campaign Delivery **Rating:** 4.5/5.0 stars **Reviewed by:** Abhinav R. | Marketing, Advertising and Events Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about monday CRM?** Before monday CRM, sales lived in one tool and delivery was mainly in Asana and Spreadsheets - I like that this tool now connects our pitch pipeline to actual campaign delivery in my current ads agency. **What do you dislike about monday CRM?** Apart from lack of native events coordination apps integration, I do not face any challenges. **What problems is monday CRM solving and how is that benefiting you?** I benefit a lot from monday CRM such as keeping the pipeline full and campaigns on track. ### 4. Easy Cross-Team Visibility That Keeps Everyone Aligned **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** One of the things I like most about monday.com is how easy it is to get visibility into boards across different teams, which makes it much simpler to stay aligned and keep track of what’s happening. **What do you dislike about monday CRM?** It can get confusing when you’re managing a lot of boards, and it’s frustrating that some genuinely useful features are locked behind the more expensive plans. **What problems is monday CRM solving and how is that benefiting you?** Managing multiple teams across borders. ### 5. Customizable but Challenging for Recruitment **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2026 **What do you like best about monday CRM?** I like that monday CRM is user-friendly and customizable. It's great that we managed to replicate what we were doing on Excel into monday.com for recruitment purposes, which is quite specific for us. **What do you dislike about monday CRM?** Some of the detail of what we need per job or per role that we're working on is not visible initially. You have to click into additional fields. It was also challenging because monday.com is not normally used for recruitment purposes, and we were used to viewing the information in a certain way. We had to replicate that view on monday.com. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track candidate performance in recruitment and forecast revenue and billings. ### 6. monday CRM: Boosts Visibility and Streamlines Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Desiree M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** I absolutely love the emails and activities feature of monday CRM, which automatically tags emails to clients and leads, making tracking incredibly efficient. This automation, combined with the AI features, helps me extract crucial information like follow-up dates and important details effortlessly. The Workflow Center is another standout feature, offering enhanced automation akin to having if-this-then-that statements that propel my work forward and prevent stagnation, ultimately saving both time and money. In my role as both a freelancer and Director of Sales, these features significantly boost my productivity by keeping communications streamlined and organized. Additionally, despite using it for both individual and team purposes, the initial setup was straightforward due to my extensive experience with monday products, making integration seamless. **What do you dislike about monday CRM?** I find the quotes and invoices feature of monday CRM lacking. I wish it had the ability to automatically pull in products from the deal. For instance, if I have a column or subitem for each product associated with a deal, I want the quotes tool to recognize and utilize that data. Currently, I have to start from scratch when using this tool, which is inefficient. **What problems is monday CRM solving and how is that benefiting you?** I find monday CRM enhances visibility into deals, streamlines communication by avoiding data silos, and automates workflows to keep projects moving smoothly, saving time and money. ### 7. AI Turns Data Into Stories Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Samiha I. | Continuous Improvement Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The AI feature helps a lot when it comes to viewing the data and turning extracted data into stories. **What do you dislike about monday CRM?** Setting up the boards and views isn't as quite obvious as it seems. **What problems is monday CRM solving and how is that benefiting you?** Helping manage projects across 7 different business units. ### 8. monday CRM Delivers a Clear 360° View of Every Corporate Account in one Central Hub **Rating:** 4.5/5.0 stars **Reviewed by:** Mark M. | Client Delivery Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 03, 2026 **What do you like best about monday CRM?** I appreciate that monday CRM offers a one 360 degrees view of every corporate account in my current Hospital facility. **What do you dislike about monday CRM?** Unfortunately, the iOS  mobile application doesn’t support native HIS system integration. **What problems is monday CRM solving and how is that benefiting you?** One of the problems that I was facing was accessing client data (corporate accounts, billing & service delivery) across scattered sources prior to monday CRM - thanks I know I access everything under one roof. ### 9. Task Manager That Helped Improve Our Business **Rating:** 4.0/5.0 stars **Reviewed by:** Josh V. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** We use the task manager which really helped us improve our business so we swapped our CRM to Monday as well **What do you dislike about monday CRM?** The automations are very clunky and can be charge to integrate with other software pieces **What problems is monday CRM solving and how is that benefiting you?** Easy of use and visibility across different customer stages ### 10. monday CRM Keeps Strategic Accounts, Contacts, and Bookings Perfectly Linked in one Central Board **Rating:** 5.0/5.0 stars **Reviewed by:** Michele W. | Strategic Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** I manage more than 50 strategic accounts and DMC partnerships for my Travel & Tour company with monday CRM. I like that everything is linked to monday CRM which makes it easy to access key contacts, contracts, open trips and booking pipeline. **What do you dislike about monday CRM?** The old iOS version was a bit clunky to build boards with - I prefer my PC. **What problems is monday CRM solving and how is that benefiting you?** monday CRM have enhanced 14.5% retention YoY through automatic renewals. ### 11. Streamlined Project & Contact Tracking with Easy Team Communication **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** I like that we can track projects and contacts, link customers to their orders, plan content releases, keep notes, and communicate easily between team members. **What do you dislike about monday CRM?** I’d like it to be easier to spot duplicate items so I can track them, delete them, and merge them between boards and similar places. **What problems is monday CRM solving and how is that benefiting you?** I use it to keep a record of our customer contacts and their past purchases. ### 12. Fast Learning Curve, Even Faster Results **Rating:** 4.0/5.0 stars **Reviewed by:** Rodney F. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The learning curve is extremely fast, and the results even more so. **What do you dislike about monday CRM?** Some features I consider basic are only available in the most expensive module. **What problems is monday CRM solving and how is that benefiting you?** We use it to solve the "God problem" and also for project tracking. It’s not that good for projects. ### 13. Effective and Easy-to-Use Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Yesi C. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** I really like that monday CRM allows automating repetitive tasks and report generation. This makes reports generate quickly and easily sent to management, thus improving response times. Additionally, the initial setup was very easy. **What do you dislike about monday CRM?** I like everything **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM to quickly organize information and automate repetitive tasks, improving my response times and generating quick reports for management. ### 14. Powerful Customization After a Learning Curve, But Lacks Gmail KPI Updates **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** The platform requires a dedicated team member to invest time in mastering its full functionality. While the interface may appear basic at first glance, its true value lies in the extensive customization options available once you move past the learning curve. **What do you dislike about monday CRM?** It’s not directly connected to my Gmail for any KPI updates or notes. **What problems is monday CRM solving and how is that benefiting you?** It helps the team track and measure accounts. Which allows us to change our focus if needed. ### 15. Easy Deal Updates That Keep Us Moving **Rating:** 5.0/5.0 stars **Reviewed by:** Callum F. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Being able to simply add in updates against deals. **What do you dislike about monday CRM?** It feels very time consuming to set up new accounts. **What problems is monday CRM solving and how is that benefiting you?** It allows us to have visibility of our department's deals and track them as a team. ### 16. Intuitive Workflow Automation, but Comments and Attachments Need More Flexibility **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2026 **What do you like best about monday CRM?** The ability to create workflows with automated sub-items. The UI is intuitive and simple to use. **What do you dislike about monday CRM?** I don't have the ability to drag and drop attachments from one sub-item to another. I also dislike that the comment column does not expand vertically to autofit the contents, but rather truncates the text. **What problems is monday CRM solving and how is that benefiting you?** Project workflow and status tracking. Document depository. Simple forum to communicate basic project status with stakeholders. ### 17. Flexible, Always Available, and Easy to Modify **Rating:** 4.5/5.0 stars **Reviewed by:** Elias M. | VP engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about monday CRM?** flexibility and avaliability all time It can be modified easily **What do you dislike about monday CRM?** the access management is not trivial it needs to be more clear **What problems is monday CRM solving and how is that benefiting you?** it is serving as the main information data base on all our sales and clients ### 18. Intuitive UI, automations, and integrations that make work easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** Its wide variety of metric options and organization, along with its automations and UI, make the experience very comprehensive and easy to use, along with its integrations that make the workflow more user-friendly. **What do you dislike about monday CRM?** It lacks more options for the sub-elements and, even so, I still can't use many of its options well, due to my own shortcomings, not the system's. **What problems is monday CRM solving and how is that benefiting you?** Organization and communication. ### 19. Easy Customisation, Great Integrations, and Excellent Onboarding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** The customisation is easy - far easier than our previous CRM. The layout is also much more user friendly - colours! Integrations are plentiful and easy. Pricing is also less than 50% of what we were paying for the old CRM. Onboarding support was excellent, Bill was very thorough and patient with our team. The AI tools are also great for insights and problem solving. **What do you dislike about monday CRM?** The product can be a bit slow to load at times. **What problems is monday CRM solving and how is that benefiting you?** Keeping accurate records of a large amount of information. Tracking Forecasts and Sales, delivering insights that inform us on how to sell more effectively. ### 20. Keeps Everything Organized with Flexible Boards and Sections **Rating:** 4.0/5.0 stars **Reviewed by:** Mikela V. | Influencer Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The ability to keep things organized with different boards and sections **What do you dislike about monday CRM?** I don't like how you can't customize columns for sub-categories **What problems is monday CRM solving and how is that benefiting you?** It solves the problem of keeping things organized in one place across the entire company ### 21. Memory-Heavy Tabs Cause Freezing, and Expanded Details Won’t Stay expanded permanently **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** easy to use, have not tried integrating it with Playwright yet, The tabs use too much memory hence too slow and freezes mostly, the sections are not expandable to stay! **What do you dislike about monday CRM?** The tabs opened in the browser for Monday.com are using too much memory and due to that it's too slow and freezes mostly, the details boxes do not stay expanded, hence very hard and annoying to see the data there! **What problems is monday CRM solving and how is that benefiting you?** getting the tickets where automation works, which is good ### 22. Colorful, Easy to Understand, and Simple to Automate **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2026 **What do you like best about monday CRM?** Colourful and easy to understand. It’s also easy to automate, simple to link with Slack, and convenient to keep some information in private mode when needed. **What do you dislike about monday CRM?** I'd say too many bugs sometimes. Automatizations don't work sometimes **What problems is monday CRM solving and how is that benefiting you?** It’s the most convenient CRM we’ve found for a young company like Alea. It feels much more flexible and practical for our needs, unlike SAP, which comes across as old-fashioned, very strict, and limited in options. ### 23. Monday Makes Team Planning and Automation Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin M. | Pastor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Monday helps me organize my team and our weekly activities more easily, and the automation features make it even smoother to manage everything. **What do you dislike about monday CRM?** Can get a bit bigger down with lots of data. **What problems is monday CRM solving and how is that benefiting you?** Huge workflow processes have been simplified ### 24. Easy to Use with Always-Available Help **Rating:** 5.0/5.0 stars **Reviewed by:** Laura K. | VP, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** It’s easy to use, and someone is always available to help when I need it. **What do you dislike about monday CRM?** sometimes maintainance issue, it talkes a bit too long **What problems is monday CRM solving and how is that benefiting you?** connecting with clients, CRM is easier and automation ### 25. Intuitive Visual Interface with Great Graphs **Rating:** 4.5/5.0 stars **Reviewed by:** Zak E. | Senior Energy Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** Good visual interface w graphs etc and fairly intuitive **What do you dislike about monday CRM?** Pretty slow sometimes and if I leave the page it seems to stop processing and I have to start my request or download again **What problems is monday CRM solving and how is that benefiting you?** Getting faster ### 26. User-Friendly Interface That Makes Finding What You Need Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** Its interface is very user-friendly, and it’s easy to find exactly what you’re looking for! The price is matching the value for what I'm looking for. It's worth a try to determine if it's the exact software you're looking for, but it could be a great match! **What do you dislike about monday CRM?** It doesn’t include all the features I’d expect if I were using Excel or a similar tool. **What problems is monday CRM solving and how is that benefiting you?** It is managing email reminders very well. ### 27. Flexible, Visual CRM That Makes Tracking Leads and Deals Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Filippo T. | CTO & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2026 **What do you like best about monday CRM?** What I like most about Monday CRM is its flexibility and visual approach to managing customer relationships. The boards and customizable workflows make it easy to track leads, deals, and follow-ups in a way that fits my process. **What do you dislike about monday CRM?** While Monday CRM is flexible and visually intuitive, it can sometimes feel overwhelming due to the number of options and settings. Customizing boards and automations can take time, especially for complex workflows. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM solves the problem of keeping track of customer interactions, leads, and sales pipelines in an organized and centralized way. Instead of relying on scattered spreadsheets, emails, or manual follow-ups, everything is managed in one platform. ### 28. Efficient and Customizable Centralization with Monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Pedro N. | COORDINADOR DE SERVICIO AL CLIENTE Y EJECUTIVO DE CUENTA, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about monday CRM?** I love that monday CRM is highly customizable, which allows it to adapt to the specific needs of any company. This is especially valuable because it offers me the flexibility to adjust the information of each contact according to the focus and needs of my organization, which is dedicated to market research. The ability to add fields and separate by types of methodologies is essential for our workflow. Additionally, I find that the initial setup process is relatively user-friendly, which facilitates integration into our daily operation. **What do you dislike about monday CRM?** One of the things I dislike about Monday CRM is the lack of proper restrictions or locks, which allows contacts to be deleted by any user. This can pose a security issue or inadequate information management. Additionally, I find that making adjustments from scratch, especially when customizing contact rules, can be complicated and not as intuitive as would be ideal. **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM to organize leads coming from the web, save time on organization, and connect areas of the company through a centralized tool. ### 29. Easy-to-Use UI with Flexible Projects and Sections for Clear Workspaces **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I like being able to create multiple projects and sections within larger workspaces, which helps me keep clear separation between departments, workflows, and clients. I also appreciate the straightforward, easy-to-use UI. **What do you dislike about monday CRM?** I dislike the frequent asks about using AI features. **What problems is monday CRM solving and how is that benefiting you?** It helps me create a visual workflow that supports consistent collaboration among team members in different roles, while keeping due dates and reference information all in one place. ### 30. Stays Organized and Accountable with Helpful Sequences and Mass Emails **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** I love how organized this CRM keeps me. The sequences help to hold me accountable, and the mass emails make life SO much easier! **What do you dislike about monday CRM?** I wish it was easier to move accounts from one stage to another. Or maybe I just haven't quite nailed that part yet. **What problems is monday CRM solving and how is that benefiting you?** As an account manager, Monday helps to keep all of my accounts in one place. And again, the mass email is a life saver! ### 31. monday CRM for Product Sales Pipelines and Margin Tracking in Textile Manufacturing **Rating:** 5.0/5.0 stars **Reviewed by:** Paul M. | Senior Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2026 **What do you like best about monday CRM?** I give double thumbs up to the fact that monday CRM isn’t only built for SaaS deals, but also allocates tools for margin calculator and pipelines that actually shows how we are selling our products. **What do you dislike about monday CRM?** There’s nothing that I encounter as a bug or flaw when using monday CRM. **What problems is monday CRM solving and how is that benefiting you?** Production visibility is among the benefits that I realize with monday CRM. ### 32. Customizable Workflows and Centralized Client Info Make Follow-Ups Easy **Rating:** 5.0/5.0 stars **Reviewed by:** monika. r. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2026 **What do you like best about monday CRM?** I like the customizable workflows and centralised client information that make follow-ups easier for me. **What do you dislike about monday CRM?** I dislike the frequent updates because they consume a lot of time. **What problems is monday CRM solving and how is that benefiting you?** It reduces scattered client information, missed follow-ups, poor visibility into client activity, and the need for manual tracking of financial opportunities. Through this, I’m able to keep everything in one place. ### 33. Streamlined, Easy-to-Use HRIS for HR Pros **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley M. | Human Resources Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** As an HR professional it is very streamlined and easy to use for HRIS. **What do you dislike about monday CRM?** Nothing, other than my company using CRM and Enterpirse, can get confusing. **What problems is monday CRM solving and how is that benefiting you?** Having all the information in one workspace is appreciated. ### 34. monday CRM Keeps Our Leads Organized and Nothing Gets Lost in my Events Services Leads **Rating:** 5.0/5.0 stars **Reviewed by:** Clarke C. | Marketing & Sales Enablement Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2026 **What do you like best about monday CRM?** Before monday CRM, leads used to come from IG ads, expos and web forms which were hectic to navigate in turns. I like that monday CRM prevent events inquiries from getting lost. **What do you dislike about monday CRM?** All has been well on my end since 2020 when I incorporated monday CRM. **What problems is monday CRM solving and how is that benefiting you?** Automating post event follow ups help retain customers and improve customer CX with monday CRM. ### 35. Intuitive and Visual Tool for Effective Team Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about monday CRM?** I like that monday CRM is very easy to read and helps put things together while keeping them organized. The color palette is helpful visually, which means I never have to question where things are located. I've found that even if it's a board I'm not familiar with, I can figure out how to use it organically and contribute to success. Setting it up was very easy for me as a tertiary team member. **What do you dislike about monday CRM?** N/A **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track progress, and it's very easy to read and keeps things organized. Its color palette makes it visually friendly, and I can quickly figure out unfamiliar boards and contribute effectively. ### 36. So Flexible It’s Easy to Misconfigure—Needs Strong Process Ownership **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** Being flexible enough for our sales team **What do you dislike about monday CRM?** Being sooo flexible. The configuration allows to enable a lot of fields which can be misused. To arrange the process inside of the company you potentially need a sepate product manager to create all the processes and train users. **What problems is monday CRM solving and how is that benefiting you?** Team was struggling to have one single source of truth for the client related information. Now they have it ### 37. Easy No-Code Setup and Flexible Parameters **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The fact that it’s a no-code software makes it very easy to set up and adjust the parameters. **What do you dislike about monday CRM?** The price is very expensive. And if you want more features, like Monday Vibes, you have to pay extra. Monday Vibes should be included. Another issue is generating documents from the data in the lines; we currently have to use an external tool to do that. **What problems is monday CRM solving and how is that benefiting you?** it allow us to manage our projetcs and to plan them. ### 38. Best Way to Stay on Top of Team Communication and Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Holly D. | Marketing and Sales Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about monday CRM?** While managing a team this was the best way to stay on top of communications and make sure tasks were not going unnoticed. **What do you dislike about monday CRM?** I wish there was a smaller fee for those that don't use all the features or have smaller teams of just 2-3 people. **What problems is monday CRM solving and how is that benefiting you?** Keeping on top of all the day to day tasks between team members is easy and clear using Monday. ### 39. Monday CRM Keeps Us Highly Organized with Automated, Streamlined Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** Monday CRM has made our company highly organized. We have been able to automate and streamline many of our workflows. Rather than us chasing information, Monday CRM reaches out to folks who we need information from and returns it to us. In addition, we have been able to harness so many of the details that drive our business and instead invest the time growing our business. We use Monday CRM everyday. **What do you dislike about monday CRM?** I wish Monday CRM had better structure around their email templates. Updating templates is cumbersome because there is no "list" of templates that you can access to edit easily. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM has replaced so many spread sheets that were lists of details we track to make our business run. Now those spread sheets are built into Monday CRM and are interactive among our entire admin team. Collaboration has been a key issue that Monday CRM has solved for us. ### 40. Easy Interactions, Strong Integrations, and Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Tania B. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** Easy interaction, integrations, Support, appealing and dynamism **What do you dislike about monday CRM?** Not completely intuitive, easy to miss functionalities **What problems is monday CRM solving and how is that benefiting you?** Tracking of calibrations, reminders, database ### 41. Practicality and Exceptional Lead Control **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2026 **What do you like best about monday CRM?** I used the Monday CRM in a company to manage the sales and post-sales flow, and it helped a lot in controlling leads and opportunities. What I like the most is the convenience it offers. It is a valuable tool because even people without a technical background can easily adopt it. Moreover, the initial setup was simple and practical. **What do you dislike about monday CRM?** I think the integration with WhatsApp could be improved. **What problems is monday CRM solving and how is that benefiting you?** The Monday CRM was very helpful in managing leads and opportunities. I find it practical and easy to use, even for people without a technical background. ### 42. Centralized Partner and Enterprise Account Management in monday CRM at Breeze for 24.7.365 **Rating:** 4.5/5.0 stars **Reviewed by:** Lian W. | Channel Sales Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2026 **What do you like best about monday CRM?** I like that monday CRM let me manage partners the same way I manage enterprise-level accounts in one central dashboard. **What do you dislike about monday CRM?** Unavailability of native partner portal is the only flaw I face - I still use separate PRM for self service partners. **What problems is monday CRM solving and how is that benefiting you?** monday CRM offers automations which push partners via onboarding and training which lead to high ROI. ### 43. Easy to Use and Simple to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Easy to use. I was hesitant at first, but within 5 minutes of using, I saw how simple it is to navigate. **What do you dislike about monday CRM?** When I send emails from the CRM, the bottom of the email has a HUGE Powered by monday.com CRM tag at the bottom. It's too big in my opinion. **What problems is monday CRM solving and how is that benefiting you?** Reminding me when I need to circle back on items or visits to customers!! No more paper notes everywhere. ### 44. Flexible, Evolving Tool That Adapts to Our Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The flexibility it gives our team to adapt the tool to our existing workflows, and the fact that it’s an evolving product. **What do you dislike about monday CRM?** Some of the limitations in terms of logic and validation. I think there's room to improve this area. **What problems is monday CRM solving and how is that benefiting you?** It provides a centralized place for different teams across the organization to collaborate. It helps us maintain a single source of truth and prevents duplicated efforts. ### 45. Extremely happy with monday.com **Rating:** 5.0/5.0 stars **Reviewed by:** Larry B. | Inventory Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** Communication with customers and employee **What do you dislike about monday CRM?** lags a bit, lots of data and background formula so I understand **What problems is monday CRM solving and how is that benefiting you?** no car deal left behind, everything is tracked and completed ### 46. Simple, Visual, and Customizable CRM That Keeps Teams on Track **Rating:** 5.0/5.0 stars **Reviewed by:** hema s. | Sr. Accounts Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is its simple and visual interface that makes managing leads, tasks, and team collaboration very easy. It is customizable, user-friendly, and helps teams track work efficiently in one place. **What do you dislike about monday CRM?** One dislike about monday CRM is that some advanced features and automations can feel limited or become expensive in higher plans. It may also take time to set up complex workflows properly. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM is solving a few big problems for me: it centralizes all my customer data ### 47. Intuitive Software with Excellent Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Jackie H. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I like the templates that were created and provided at start up. The software is intuitive and easy to work with. Being able to import the contacts from our ERP system into monday was very useful. **What do you dislike about monday CRM?** The fact that every user is a paid seat. I wish there were tiers for the different levels of users. People who do the bulk of the work pay a higher tier, people who just change a status, etc would be a lower tier. In the dashboard view, I don't like that we can't use formulas to display numbers. There are also other limitations like data populated by other boards don't always work well. **What problems is monday CRM solving and how is that benefiting you?** Before monday we did not have visibility between our different sales staff and we did not have any type of tracking on what percentage of deals were won vs. lost or why they were lost. We have much better transparency in our sales department now. ### 48. Simple, visual and perfect for team collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Elina C. | Business Support Administrator, Architecture & Planning, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** I really like how intuitive and easy monday CRM is to use – it’s very visual and straightforward, so our whole team can jump in without much training. I love that we can all collaborate in real time, track every stage of our leads and clients, and see at a glance who’s responsible for what and what’s coming next. The custom boards, automations and updates keep everyone aligned, reduce back-and-forth messages, and make it much easier to stay on top of our pipeline. **What do you dislike about monday CRM?** The only downside for me is that I feel the CRM has a lot more potential than we’re currently using, and we’re probably just scratching the surface with the basic features. I wish I had deeper knowledge of the more advanced tools, especially around integrations and more complex automations. I guess I would love to see more step-by-step guides to help unlock that extra functionality. **What problems is monday CRM solving and how is that benefiting you?** As an architectural studio, we find that monday CRM provides us with a clear and centralised overview of all our leads and clients, ensuring that nothing gets lost in emails or scattered across random spreadsheets. It addresses the challenge of managing multiple projects and stages simultaneously by enabling us to track the status of each enquiry, proposal, and active project, as well as identify who is responsible and what the next steps are. The email tracking feature is particularly valuable, as it allows us to see whether clients are opening our messages and how engaged they are, which in turn helps us prioritise follow-ups and improve our communication. Overall, monday CRM has reduced miscommunication within our team, given us greater visibility into our workload, and made our client and project management far more organised and proactive. ### 49. Centralized CRM with Eye-Friendly Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about monday CRM?** I really like the dark mode in monday CRM. It doesn't hurt my eyes, which is great, and I can be more optimal as I can perform tasks without eye strain. **What do you dislike about monday CRM?** I think it would be better if there was an in-built chat feature rather than tagging colleagues in update boxes. Also, I didn't set it up, but I hear the setup was long and difficult. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track customer inquiries, job installs, and leads, and to communicate with colleagues, all in one place, which prevents using multiple software. Dark mode allows me to work without eye strain, enhancing my productivity. ### 50. Easy to use, excellent features **Rating:** 4.5/5.0 stars **Reviewed by:** Katie S. | Corporate Sales & Event Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2022 **What do you like best about monday CRM?** The 24 hour customer service feature is amazing - zoom calls with the help centre have ensured I set up my CRM to perfectly suit my business **What do you dislike about monday CRM?** It would be useful if you could integrate your Google calendar onto the system for all members to share meeting info **What problems is monday CRM solving and how is that benefiting you?** I run a catering company and it is great that all my upcoming orders and past orders are all in one place. I love that I can tag my colleagues into order updates ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+14%3A56%3A17+-0500&secure%5Bsession_id%5D=9f16c02d-927c-439f-84ab-5720b424ca7b&secure%5Btoken%5D=6a62d99fb4f8b49eaefc58c3d1ee7861cfc8d1acdb608839dbd75596da14bc5f&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [Abtrac](https://www.g2.com/products/abtrac/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Amazon AWS Platform](https://www.g2.com/products/amazon-aws-platform/reviews) - [Apple Mail](https://www.g2.com/products/apple-mail/reviews) - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [Cursor](https://www.g2.com/products/cursor/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Hootsuite](https://www.g2.com/products/hootsuite/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Juma](https://www.g2.com/products/juma/reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Miro](https://www.g2.com/products/miro/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [Neo](https://www.g2.com/products/neo-2023-07-18/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [Salesforce Backup & Recover](https://www.g2.com/products/salesforce-backup-recover/reviews) - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Similarweb](https://www.g2.com/products/similarweb/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [SlackNotify](https://www.g2.com/products/slacknotify/reviews) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Unleashed](https://www.g2.com/products/unleashed/reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews) - [Webex Suite](https://www.g2.com/products/cisco-webex-suite/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## monday CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top monday CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,686 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)