--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1469 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: 1469 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:** 1,469 ## 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. Intuitive Interface and Time-Saving AI Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Zubair S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2026 **What do you like best about monday CRM?** It has a truly intuitive interface that most team members can start using right away, even without any training. The AI-powered email templates also help save a significant amount of time. **What do you dislike about monday CRM?** I found that the reporting and forecasting features seemed rather basic when compared to those offered by other dedicated enterprise CRM tools. **What problems is monday CRM solving and how is that benefiting you?** This tool helped us bring much-needed structure to our sales process after years of managing everything in chaotic spreadsheets. However, as our database expanded, we eventually ran into limitations. ### 2. Empowers Field Teams with Seamless Coordination and Visual Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Duytran T. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2025 **What do you like best about monday CRM?** We sell construction materials to contractors, and our sales cycle tends to be lengthy, often requiring site visits. The Monday mobile app enables my field officers to upload site photos and coordinate more efficiently. The map view is especially helpful, as it allows us to visualize which zones in the city we are covering. **What do you dislike about monday CRM?** The offline mode in the mobile app can be quite unpredictable. Sometimes it works well, but other times it doesn't function as expected. **What problems is monday CRM solving and how is that benefiting you?** Managing field sales and site visits has become easier. ### 3. Easy-to-Use CRM Boards and Modules **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about monday CRM?** The CRM boards and modules are easy to use. **What do you dislike about monday CRM?** Nothing yet. Maybe the sequences, since they’re difficult to set up. **What problems is monday CRM solving and how is that benefiting you?** It is our customer, contract, pipeline tool for sales ### 4. No-Code Customization That Fits Our Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Xaviour S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2026 **What do you like best about monday CRM?** We can customize almost every workflow without any coding, and the templates provided a decent starting point for setting up our pipelines and customer records. **What do you dislike about monday CRM?** Getting the CRM to match how our team actually works took weeks. Between linking boards, building automations, and training the team, the whole setup process wasn’t as intuitive as it should have been. **What problems is monday CRM solving and how is that benefiting you?** It helps us by providing a flexible CRM framework that aligns with how different teams track customer interactions. ### 5. Beginner-Friendly CRM with Time-Saving Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Sefak T. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** Automation helps me create tasks and reminders when a deal stalls, and it also saves me from doing daily check-ins. Monday CRM is very beginner-friendly and easy to get started with. **What do you dislike about monday CRM?** The more complex automations took some trial and error to get right, but once I worked through that, they did what I needed. **What problems is monday CRM solving and how is that benefiting you?** This has reduced the amount of manual chasing needed to keep track of deal progress. ### 6. Smooth Real-Time Collaboration with Neatly Threaded Comments **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2026 **What do you like best about monday CRM?** Team collaboration on the records is really smooth: everyone can see updates in real time, and the comments stay neatly threaded, which makes it easy to follow the conversation. **What do you dislike about monday CRM?** Setting up the automations and linking the boards took a lot of trial and error, and there weren’t many step-by-step guides to help along the way. **What problems is monday CRM solving and how is that benefiting you?** It helps us replace disjointed spreadsheets and gives us a shared sales tool, so we don’t lose information during handoffs. ### 7. Customizable CRM with Powerful Automation and No Coding Required **Rating:** 5.0/5.0 stars **Reviewed by:** Sagar K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2026 **What do you like best about monday CRM?** The custom fields, boards, and automation features allow us to adapt the CRM to fit our unique sales stages, all without the need for any coding. **What do you dislike about monday CRM?** It would be great if there were tiered user types available, each with its own pricing. This feature would add flexibility and better accommodate different users' needs. **What problems is monday CRM solving and how is that benefiting you?** It gave us the flexibility to accurately model our industry-specific sales process, rather than forcing us to adapt to a one-size-fits-all CRM. ### 8. Highly Customizable and Incredibly Helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Bonnie M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** Customizable, once it was customized to how I needed it, it's been very helpful. **What do you dislike about monday CRM?** The default settings were a little overwhelming, but after customizing they worked much better. **What problems is monday CRM solving and how is that benefiting you?** Keeping my customers organized, particularly by order due date, and making it easier for me to keep up with communication with them on a weekly basis and know who I need to communicate with in a timely fashion to get more orders submitted. ### 9. Customizable Pipelines and Visual Progress That Keep Deals Moving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about monday CRM?** Customizable pipeline management, as well as how visual progress indicators are. I also use the email integration a lot. **What do you dislike about monday CRM?** The biggest downside I experienced was the initial setup and learning curve. **What problems is monday CRM solving and how is that benefiting you?** It has really helped with lead management the most. Being able to track the lifecycle of leads, schedule follow ups, reminders, and automated emails is a game changer. ### 10. Quick, Insightful Pipeline Reports in an Easy-to-Navigate Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Hareesh K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2026 **What do you like best about monday CRM?** The basic reports provide a quick snapshot of pipeline health and deal velocity without needing to export data. The interface is also easy to navigate and works well overall. **What do you dislike about monday CRM?** Advanced reporting is useful, but it needs more customization options to better fit my needs. **What problems is monday CRM solving and how is that benefiting you?** This tool provides quick, useful insights into routing and performance reviews, making it easier to understand key points at a glance. ### 11. User Friendly and Intelligent Programming **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley d. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about monday CRM?** It is the source of truth in our small company. With a team of only 3 people, we work with a minimum number of roughly 60 accounts simultaneously, and we have 100s of clients and contact information to keep track of; Monday.com is instrumental in helping our small team operate at a high level of efficiency. **What do you dislike about monday CRM?** I am not able to format my text in replies to comments (bulleted, bold, underlined, italic) **What problems is monday CRM solving and how is that benefiting you?** It solved every inefficiency we had as a tiny company. It’s helped us automate many processes and streamline communication and task management. ### 12. From Pipedrive to Monday's CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about monday CRM?** We love having the ability to change views and dial in on individuals as well as the reporting capabilities. We were able to customize/add what we needed with out interrupting the unique workflow of the template. (CRM for Enterprise 2024 ver). It was easy for us to add new processes and connecting the workflow to the WO part of Monday.com. **What do you dislike about monday CRM?** With using the 1st template out of the box, some of the workflows where a bit confusing. I'd love to see more automatic connectivity between boards within the CRM template we currently use. For instance, when a new contact is added to an Account, two other manual connections need to be made in order to see everything properly within the Opps udates. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM solves the problem of being able to report on new deals and adding them directly into our forecasting and other reporting in real time. With the filters we are also able to dial in very quickly on what ever we are looking for. ### 13. Intuitive UX That Lets You Build Anything **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about monday CRM?** Intuitive UX that allows you to build anything. You could really personalize what and how you wanted items tracked. **What do you dislike about monday CRM?** The automations we're enough for us at the time. Also, it didn't integrate with a lot when we were using - that may have changed. **What problems is monday CRM solving and how is that benefiting you?** At the time, it was acting as a CRM for investors and sales leads. It was also tracking revenue and customer communication ### 14. Great project management tool - Poor CRM with hidden limits and inability to export your database **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about monday CRM?** User friendly interface Allowed us to set up quickly **What do you dislike about monday CRM?** Slow APIs Release breaking changes to APIs and do not communicate to customers Inability to export your database from the platform Hidden record and rate limits of the CRM which are not easily noted in documentation. Loads of employees who hand off to each other - no clear ownership of enterprise account clients Insulting compensation for downtime If you are an engineer and planning on using Monday.com - avoid like the plague. **What problems is monday CRM solving and how is that benefiting you?** Management of Customer Data. Progressively, Monday.com has gotten worse since we initially used it for a different project 2 years ago. Clunky interfaces for removing of duplicates, a sincere lack of focus on important details. They were unaware of the limitations on their data exporting tool until it was raised. ### 15. Easy to Use with Seamless Integrations Across Our Tech Stack **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Ease of use and integrations with other apps in our tech stack. **What do you dislike about monday CRM?** Some elements load slowly. Dashboards specifically. **What problems is monday CRM solving and how is that benefiting you?** Helping us keep our patients/leads organized. ### 16. Effortless CRM Setup and Revenue Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Karan T. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2025 **What do you like best about monday CRM?** The easy setup allowed us to get our CRM up and running for managing contacts and deals within just a few hours. We are now able to track our outreach and connect it directly to revenue outcomes, which has improved our forecasting. **What do you dislike about monday CRM?** Certain CRM features seem a bit basic when compared to those found in specialized sales tools. **What problems is monday CRM solving and how is that benefiting you?** This makes it easier to track contacts and deals without requiring the administrative work typically needed in a CRM. ### 17. Centralized Hub with Intuitive Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew D. | Managing Partner **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** I absolutely love monday.com's platform and appreciate its seamless integration within our operational infrastructure. The onboarding process was incredibly smooth, eliminating disjointed efforts and saving us time. The CRM acts as a central hub, providing a single source of truth, which has been tremendously valuable. I find the customization and ease of use with the user interface to be a wonderful combination. The integration with Gmail is a huge help operations and engagement, streamlining effectiveness and reducing the need to switch between multiple tools. The ability to customize and tailor the tool to various operational needs without losing data integrity is a unique, major asset. **What do you dislike about monday CRM?** I don't like that the option to dial in a monday.com team member for brief consultations on best practices or module usage has been discontinued. This feature was instrumental in bolstering my brand loyalty to monday.com. **What problems is monday CRM solving and how is that benefiting you?** I find the product consolidates information into a single source of truth, streamlining operations, improving team coordination, and reducing the effort of handling disjointed tools. Customization affords quasi gamification of the would-be mundane; great asset we have not observed elsewhere [without sacrificing data integrity] ### 18. Flexible, Visual, and Powerful — A CRM That Grows With You **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** The best part about Monday CRM is how customizable and visual it is. You’re not locked into rigid templates—everything from deal stages to contact fields can be tailored to fit your exact workflow. Plus, the ability to automate repetitive tasks and integrate with tools like Outlook, Gmail, and Slack saves us hours each week. It’s powerful, flexible, and easy for the whole team to use. **What do you dislike about monday CRM?** The biggest drawback of Monday CRM is that some advanced features—like email syncing, automations, and dashboards—require higher-tier plans. It can also take a bit of time to fully set up and customize to your team’s workflow, especially if you're not already familiar with Monday.com’s structure. That said, once it’s dialed in, it’s incredibly effective. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps us centralize all our sales activity in one place. Before, we were juggling spreadsheets, emails, and scattered notes across different platforms. Now, we can track leads, manage follow-ups, and monitor our pipeline in real-time—all in a single, visual dashboard. The automation features reduce manual work, so we’re spending less time on admin and more time actually closing deals. It’s also improved team collaboration and accountability, since everyone knows exactly where each deal stands. ### 19. Works when it works **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Having a platform that houses all of our leads and has the ability to create automations with those leads has been helpful. This version of the CRM platform is easier to work with and easier to access everything needed for a lead in one spot, as opposed to having multiple boards that do not link. I like that there are "cards" that show the most pertinent information and is customizable. **What do you dislike about monday CRM?** The implementation of it was incredibly difficult and took A LOT of our employee's time, which is never what we want. I think some more guidance and support would have been great, such as being able to customize one aspect of the platform, and allowing the monday team to replicate that across would have been nice. The integration has been a bit bumpy and bulky as well. It went down and we couldn't access anything, so that is difficult when that is where all of your information is housed. I worry about it going down in the future and not being able to function. **What problems is monday CRM solving and how is that benefiting you?** It is now allowing us to locate necessary information faster than the previous platform and look into leads for future metrics. We can check status easily and, hopefully, take out some duplicate steps to create a better workflow. ### 20. Flexible, Intuitive, and Powerful but the Mobile App Needs Work **Rating:** 4.0/5.0 stars **Reviewed by:** Mohib A. | Key Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Monday CRM stands out for its flexibility and modularity. I love that I'm not locked into rigid, predefined fields or workflows. Everything is customizable, from pipelines to dashboards, which makes it easy to tailor the platform to how you actually work. The interface is clean and intuitive, and collaboration across teams feels seamless. **What do you dislike about monday CRM?** The mobile app leaves a lot to be desired. It's not as smooth or user-friendly as the desktop version, and some key features are either hard to access or just not as polished. It makes working on the go a little clunky compared to what you'd expect from such a strong platform. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps me keep everything organized in one place. From lead tracking to deal stages to follow-ups and task management. It’s solving the problem of scattered workflows and manual tracking by giving me a centralized, customizable system. The visual layout makes it easy to see what needs attention, and automation saves time on repetitive tasks. Overall, it's helping me stay on top of deals, reduce miscommunication, and move faster with more clarity. ### 21. Comprehensive CRM, Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor M. **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** I appreciate how monday CRM’s setup aligns with our thinking, making it intuitive for us. The support team is notably helpful, providing round-the-clock assistance. The integration with Google and the ability to see all client interactions at a glance are particularly beneficial features. The platform’s functionality, including scheduling and note-taking capabilities, is comprehensive, addressing our needs effectively. Overall, everything I’ve mentioned contributes to our satisfaction with the platform. **What do you dislike about monday CRM?** I found the setup process for monday CRM a bit challenging initially. It required adjusting to new terminologies and perspectives unique to monday CRM, which were different from what I was accustomed to. The learning curve, while not insurmountable, did take time to adapt to as it involved understanding a new system, and the nomenclature differed from other CRMs. This initial complexity made the transition slightly difficult. **What problems is monday CRM solving and how is that benefiting you?** I find monday CRM helps eliminate client oversight issues by keeping all interaction records front and center, enhancing communication and relationship maintenance. ### 22. Intuitive and friendly to users **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** What I like most about Monday it is the way anybody can use it without previously knowing a lot of IT, it is very intuitive and you can create your own CRM as simple or complex as you need it with a very useful creation of dashboards that allow the user to report back on the data that is available. This is an amazing part of Monday that not a lot of apps have. **What do you dislike about monday CRM?** What I dislike is, and that happens yesterday that if you are in a urgency or rush to access the info and the platform is down you are not able to see anything. Sometimes when you want to see a total on a column, sometimes it is not that easy to see and you have to scroll down all the way to be able to see the total. And it could improve on how you move from cell to cell, sometimes the formula stays there until you click any other part of the board, and that kind of make it slow. **What problems is monday CRM solving and how is that benefiting you?** Access to information on a quick manner and ability to look at information on dashboards. For our business as we have to report back to markets this is very useful. ### 23. Smart System **Rating:** 4.5/5.0 stars **Reviewed by:** Indira t. | Sales and Customer service, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Monday.com is a fun and easy-to-use management system that makes organizing tasks and collaborating with team members simple and enjoyable. The user-friendly interface, customizable boards, and visual layout make it easy to stay on track and manage projects efficiently. It's a great tool for boosting productivity while keeping work engaging and well-structured. **What do you dislike about monday CRM?** The only downside is that I’m still learning how to fully set it up and take advantage of all the features. However, the learning curve isn’t too steep, and the platform offers helpful resources to guide you through the process. Overall, it’s a great tool once you get the hang of it! **What problems is monday CRM solving and how is that benefiting you?** While I’m still learning how to set everything up to best fit our workflow, the system is intuitive and there are plenty of helpful tutorials to guide the way. Once you get used to it, it becomes a powerful tool for streamlining your sales process. Highly recommend for anyone looking to better manage sales and leads in one place! ### 24. Monday CRM for small startups **Rating:** 5.0/5.0 stars **Reviewed by:** Kate B. | Digital Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** One of the best parts of Monday CRM is the ease of use. That is why I chose Monday CRM over other CRMs. It is visually very simple, easy to use, and easy for anyone to learn. As a small startup, it was easy to setup and my team adapted well with little training. It has really helped our small startup kep track of key KPI's and evaluate our business goals. Monday CRM's chat support is also great, anytime I run into an issue they are quick to respond and help me. **What do you dislike about monday CRM?** Some of the more advanced features took a little longer to learn and adapt to, but overall still work well. The bulk email feature does not work if you are using an email alias. Also, our automations get disconnected from my Zapier all the time (not sure if thats a Zapier or Monday issue). I wish Monday had an advanced meeting scheduling feature so I dont have to use Calendly and Zapier. **What problems is monday CRM solving and how is that benefiting you?** We are using Monday CRM as our hub for all of our customers, prospects, KPI's, project management, and more. It helps our small team stay on the same page with everything. We all have different roles and all use Monday CRM in different ways, but it is the source of truth within our company whenever we need to look things up or see how our company is doing month to month. We love the analytics page! ### 25. Makes work life way easier, actually **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Honestly — it just makes things feel less messy. I can see everything in one place — who’s doing what, what’s overdue, what’s coming up. No more digging through random emails or messages to figure out where things are at. The layout’s clean, and it’s actually fun to use (which is rare for work tools). Plus, those little automations are life savers — like reminders, status updates, and assigning tasks automatically. Makes me look more organised than I actually am **What do you dislike about monday CRM?** Not much to be honest, Occasionally, the mobile app feels a bit clunky compared to the desktop version — not a dealbreaker, just something I noticed when trying to update stuff on the go. **What problems is monday CRM solving and how is that benefiting you?** As a videographer and editor, I’m usually juggling a bunch of projects — shoots, edits, feedback rounds, deadlines. Monday helps me keep all of that in check without losing my head. It’s like having a visual timeline of everything I’m working on — client briefs, shoot dates, edit notes, delivery deadlines — all in one place. I don’t need to dig through emails or guess what’s next. It keeps me focused and lets me spend more time actually creating, rather than managing chaos. ### 26. CRM for Boutique Business **Rating:** 4.0/5.0 stars **Reviewed by:** Casey C. | Systems Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about monday CRM?** I like the connections to the Monday workspace and how easily it gels with our already existing boards and workflows. **What do you dislike about monday CRM?** I think when using it in addition to the Monday workspace it can feel bulky and repetitive. We don't use a lot of the features because we already have it covered in the workspace. **What problems is monday CRM solving and how is that benefiting you?** We are able to keep track of how much revenue each of our contacts (individually as well as as an agency) brings into our business. This way we can see who we need to continue to foster the relationship and who maybe isn't giving us a huge ROI and how we can grow in that area. ### 27. Project Executive, with production, backlog resposibilities **Rating:** 4.5/5.0 stars **Reviewed by:** Joe S. | Project Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** The Monday CRM platform give all the details of our project backlog and current production activities within one platform. All departments within our business organization are able to refer to a project status in real time **What do you dislike about monday CRM?** The platform could create limitations within a company's workflow for employees that are less adaptive to technology. The efforts put in on the front end to program specific beneficial features, allows are more company inclusion within the platform **What problems is monday CRM solving and how is that benefiting you?** Tracking of emails and project through with perspective customers and ultimately successful bidders creates a single platform resource. A project's history and flow-through process within our company structure is easily understood on this CRM platform ### 28. Visual Pipeline Makes Deal Management Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Shadab S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about monday CRM?** The visual pipeline feature has made it easier to update deals. Now, I can quickly see the health of each deal without having to ask for updates. **What do you dislike about monday CRM?** Setting up takes time and often involves some trial and error. It's also easy to over-customize, which can end up confusing users. **What problems is monday CRM solving and how is that benefiting you?** This has taken the place of all the scattered spreadsheets I used before, and now it works best for me. ### 29. Modern CRM with Fantastic Gallery View for Branding Assets **Rating:** 5.0/5.0 stars **Reviewed by:** Radhika J. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2025 **What do you like best about monday CRM?** We sell branding packages, and the option to view files in a gallery format within the CRM is fantastic. It allows us to easily see our clients' logo assets and previous creative briefs right alongside their contract values. Additionally, the user interface feels modern and refreshing. **What do you dislike about monday CRM?** The mobile app feels quite heavy, but aside from that, I haven't encountered any other issues. **What problems is monday CRM solving and how is that benefiting you?** Managing sales and deliveries for the design studio has become much simpler now. ### 30. Enhanced Accountability with Intuitive Timeline Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Philip S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2026 **What do you like best about monday CRM?** Having the ability to view tasks and leads on a timeline has really enhanced accountability. It’s much easier to track progress and ensure that nothing falls through the cracks. **What do you dislike about monday CRM?** I would like to see more robust and customizable email template options for campaign outreach. The current capabilities feel somewhat limited. **What problems is monday CRM solving and how is that benefiting you?** It has replaced the previously fragmented task list system, offering a much clearer daily overview of pipeline progress. ### 31. Visual Boards and Pipeline View Make Opportunity Tracking Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Akkamma S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2026 **What do you like best about monday CRM?** The visual boards and the pipeline view make it easy for our sales reps to see where every opportunity stands, without having to dig through spreadsheets. **What do you dislike about monday CRM?** Some of the advanced reporting we need—like trend graphs and detailed forecasting—requires complex configurations that aren’t very intuitive. **What problems is monday CRM solving and how is that benefiting you?** It helps keep our entire sales process transparent across teams and cuts down on the time spent updating status reports. ### 32. Excellent, Beginner-Friendly Mobile App for Keeping Meetings and Notes Current **Rating:** 5.0/5.0 stars **Reviewed by:** Aisha T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about monday CRM?** I update my meetings and notes from my phone, which means the data stays current instead of waiting until I’m back at my desk. The interface is also excellent and easy to use for a beginner. **What do you dislike about monday CRM?** Some custom fields are not showing up in the mobile app. **What problems is monday CRM solving and how is that benefiting you?** This has improved real-time performance and pipeline accuracy. ### 33. Basic but powerful CRM alternative **Rating:** 4.5/5.0 stars **Reviewed by:** Fred S. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about monday CRM?** The ability to connect workflows between the CRM and work management systems on the same platform. **What do you dislike about monday CRM?** While the CRM functionality covers the basics, some processes require the use of third-party integrations. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM provides an easy to implement CRM workflow based on a streamlined template. Importing client data from other systems is easy but a functional setup requires some expert knowledge. ### 34. Clients with Monday make my life so much easier! **Rating:** 4.0/5.0 stars **Reviewed by:** Cady D. | Client Engagement Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** As the project manager at a marketing agency, when clients have Monday.com and we can set up a marketing-focused workspace, it makes communications and approvals so easy. Being able to see all communications and attachments in one place, and not having to search for an email string, saves time and allows for clear communication! It's also great to be able to see a snapshot of all completed work, and easily go back and find communications and attachments. **What do you dislike about monday CRM?** It's not necessarily a dislike, but Monday is so customizable that it took some trial and error to see what worked best for the number and types of projects we are working on, alerting people, etc. But once we figured it out, it was a win! **What problems is monday CRM solving and how is that benefiting you?** We are able to see exactly where every project standsin the production queue, who needs to be nudged for approval, and have an amazing snapshot of what is coming up and what has been completed! ### 35. A great tool for teams! **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline M. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** Monday has been a great tool for the marketing team at my company. We are able to better manage our weekly 1:1 meetings, and everyone can set up their boards to fit their work style. The platform is user-friendly, easy to understand and train on, and just makes sense for our team. Monday is a platform that you really have to commit to using, which was a learning curve for my team. It doesn't work unless you are totally bought in, which we are now! I use my board as a task and reminder list, and now I don't know how I could function without it! **What do you dislike about monday CRM?** There is not a lot of customer or tech support when we have run into issues. We find it hard to get a response in a timely manner to understand our issues. **What problems is monday CRM solving and how is that benefiting you?** Monday helps my team stay organized, on track, and accountable for our work. It is an easy, transparent way for us to work better together. ### 36. A tool with great potential but lacking structure **Rating:** 3.5/5.0 stars **Reviewed by:** Raffaela S. | Digital Account Manager, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** The best thing about Monday's CRM is that it offers a lot of freedom. It allows you to configure a lot based on your specific needs and requirements. It is also a plus that within the CRM Workspace you can generate documents and boards that serve as complements to your main work. **What do you dislike about monday CRM?** Lack of defined structure and occasional configuration errors The CRMs I have worked with have a fairly well defined and gridded system of Leads, Contacts, Deals and Accounts, which can be annoying. However with Monday it happens that many structures are so custumizable that it can be confusing and discouraging because generating the connections between dashboards can be problematic and even more so when you start using it and an automation fails. I have also encountered connection problems when the need arises to duplicate a CRM board such as Lead and change it; there the confusion between boards becomes even greater (sometimes with simple errors that you can modify by reconfiguring the connected boards, but others where you can't correct them other than deleting the board and starting from 0). **What problems is monday CRM solving and how is that benefiting you?** In the first Monday we were presented with a multidisciplinary CRM with many integrations; which we did and we managed to get there, but then when it came time to execute and take the work to the rest of the team, the system created could become messy. ### 37. Exactly what we needed—and easy to integrate **Rating:** 4.0/5.0 stars **Reviewed by:** Robyn P. | Director, Group Sales & Special Projects, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** It is incredibly user-friendly, even for teams with no prior CRM experience. The visual layout, automations and dashboards make it easy to keep track of leads and internal communication without micromanaging. It helped us streamline our entire sales process and we are now preparing to roll it out to our operations team as well. The customer support has been consistently responsive and helpful. **What do you dislike about monday CRM?** Private boards—especially for executive-level visibility—require an upgrade, which feels like a basic feature that should be standard. There are also limits on the number of CRM boards. **What problems is monday CRM solving and how is that benefiting you?** Before Monday CRM, we had no centralized system for tracking leads, proposals, or client touchpoints. Everything lived in emails, spreadsheets, or individual team members’ heads—which made it difficult to collaborate or scale. Monday CRM has given us structure without being rigid. It keeps the team aligned, reduces missed follow-ups and makes our entire sales process more transparent and accountable. It also helps us manage timelines and workloads more fairly, especially across multiple destinations. ### 38. It's good but it can be better **Rating:** 4.0/5.0 stars **Reviewed by:** Emil R. | CEO & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** Monday.com is a great platform that’s easy to use, intuitive, and helps me stay organized. I find it accessible and efficient for managing my day-to-day tasks. Overall, I’m happy with the way it supports my workflow, and I feel there’s still more I can do with it as I continue to explore its full potential. **What do you dislike about monday CRM?** One thing I feel is missing is an AI assistant that could analyze how I use the system and suggest ways to optimize or personalize it for my specific needs. I believe this could really take the platform to the next level in terms of productivity and customization. **What problems is monday CRM solving and how is that benefiting you?** Right now, I use Monday.com to manage several ongoing projects, including task tracking, team coordination, and status updates. It works well for these needs and keeps everything organized in one place.There are other features I know exist in the system that I haven’t explored yet, but there are also functions I wish were available. For example, I’d love to be able to message clients directly via WhatsApp from within the platform, or manage conversations with customers more easily. These types of communication tools would make Monday.com even more powerful and complete for my workflow. ### 39. Map View and Mobile Features Make Lead Management Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Sarath K. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2025 **What do you like best about monday CRM?** Monday's Map View made it possible for us to visualise our leads on a map, which helped me identify clusters of clients in certain neighbourhoods. The mobile app also lets agents upload site photos directly, making it easier to keep our records up to date. **What do you dislike about monday CRM?** The offline mode on the mobile app doesn't work consistently. **What problems is monday CRM solving and how is that benefiting you?** With this monday CRM, managing field sales and conducting reliability checks has become much easier. ### 40. streamlining customer relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Holland B. | Emotional Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2025 **What do you like best about monday CRM?** What I love most about Monday CRM is how incredibly easy it is to use, and how quickly they roll out new features based on user feedback. The platform keeps getting better and better, and the tools make it so much easier to stay organized and fully on top of every customer relationship and interaction. It’s been a real game-changer for my workflow! **What do you dislike about monday CRM?** While there are occasional glitches, they are typically minor and quickly addressed. The customer support team is consistently responsive, helpful, and effective in resolving any issues, which makes a big difference in maintaining smooth operations. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM effectively eliminates the risk of overlooking customer interactions by ensuring that all necessary client communications are tracked and addressed in a timely manner. It streamlines my workflow, enhances organization, and helps maintain consistent and reliable client engagement. ### 41. Monday.com the Platform that can do anything **Rating:** 5.0/5.0 stars **Reviewed by:** Tom G. | Financial Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about monday CRM?** The complete ability to customise it to your exact needs, to scale and grow and change as you go, complexity increased or decreased or bringing in other softwares within the platform - the All in One place idea! **What do you dislike about monday CRM?** The time to build, this is alleiviated with support partners though we have found! Build it yourself, but only to a point **What problems is monday CRM solving and how is that benefiting you?** We actually use it as Work management and CRM but it captures all the data, allows anyone to know whats going on at any point, captures exactly what we want and need and allows us to add KPIs and reporting over the top ### 42. User friendly and visually intuitive CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** The interface is very user friendly and you can jump in straight away. Visually the CRM is good at highlighting entries with certain categories such as lead status. If you need more complexity then the functionality is there, just not in your face from day 1. **What do you dislike about monday CRM?** Sometimes the software can be a bit slow. There are certain features I'd personally like such as a timeline view with tasks associated with each contract as we have a long pipeline and it would be great to visualise which tasks need doing and what their deadlines are in a timeline view. **What problems is monday CRM solving and how is that benefiting you?** It allows me to keep a comprehensive record of all contracts in our pipeline as well as leads and contact details. I can add notes to each specific case to remind myself of the status of the contract and any important information. ### 43. Fantastic tool for small businesses to effectively manage client relationships and leads **Rating:** 4.0/5.0 stars **Reviewed by:** Michael M. | Marketing manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2025 **What do you like best about monday CRM?** This tool is particularly valuable for our small business allowing us to efficiently manage client relationships despite our limited resources. **What do you dislike about monday CRM?** One potential drawback of Monday compared to other CRM systems is the way it displays client data and organizes customer information. In Monday customers are represented as items on a board just like other workflow components. Monday lacks a dedicated client profile page that consolidates all client information. **What problems is monday CRM solving and how is that benefiting you?** This tool enables my partner and me to seamlessly keep each other updated on client interactions in real time reducing the need for frequent meetings. ### 44. Outstanding Kanban Visualization Makes Lead Management Fun **Rating:** 5.0/5.0 stars **Reviewed by:** Betim M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2025 **What do you like best about monday CRM?** We manage hundreds of leads at various stages, and Monday's colour-coded Kanban view is outstanding for visualising all of this. My team genuinely enjoys updating the statuses, as it almost feels like playing a game. **What do you dislike about monday CRM?** Real estate activity on WhatsApp feels restricted and comes with a high cost. **What problems is monday CRM solving and how is that benefiting you?** I am responsible for managing property leads and coordinating a team of 10 brokers for site visits.Its easier to use, ### 45. Loving Monday.com CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about monday CRM?** Monday.com CRM has made it so much easier to keep track of customers and follow-ups. It’s simple to use, easy to customise, and the automations save us heaps of time. The team works better together, and nothing slips through the cracks anymore. **What do you dislike about monday CRM?** The only downsides are that it can take a little while to set up the way you want, and some features work better on desktop than mobile. **What problems is monday CRM solving and how is that benefiting you?** Monday.com CRM keeps all our customer info, follow-ups, and tasks in one spot so nothing gets missed. It’s made it easier for the team to stay on the same page, cut out double handling, and the automations save us heaps of time. We can see exactly where each customer is at, so we know what needs doing next and can keep things moving. ### 46. Visually Clean Interface That Helps New Team Members Ramp Up Fast **Rating:** 5.0/5.0 stars **Reviewed by:** Anton A. | Senior Systems Engineer , Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2026 **What do you like best about monday CRM?** The interface feels great and looks visually clean, which really helps new team members ramp up quickly. **What do you dislike about monday CRM?** Analytics and reporting functions aren’t as in-depth as those in some specialized CRM platforms, and the email tracking can feel fairly basic. **What problems is monday CRM solving and how is that benefiting you?** It helps keep all contact interactions and outreach efforts visible, so our marketing and sales teams stay aligned. ### 47. Monday has helped us improve our workflows! **Rating:** 5.0/5.0 stars **Reviewed by:** Candra N. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2025 **What do you like best about monday CRM?** Our team loves the highly visual and intuitive interface. Has great color-coded boards with drag-and-drop features, making it easier for us to manage tasks and workflows at a glance. **What do you dislike about monday CRM?** It's easy to get started, but setting up complex automations or dashboards can be confusing without guidance. **What problems is monday CRM solving and how is that benefiting you?** As a creative marketing agency, we needed a CRM that was more visual and could handle automated tasks well. It has improved our project workflow and budget tracking, making it easier for our team to manage projects from start to finish. It also has been helpful that clients can log in to provide feedback and comments on projects, making it a more collaborative platform. ### 48. Really strong, solid CRM and Project Management System **Rating:** 4.5/5.0 stars **Reviewed by:** Euan C. | Regional Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** Visual and Customizable Boards – Easy to tailor pipelines and workflows to different projects. Automation Capabilities – Saves time on repetitive tasks like status updates and notifications. Integrated with Monday Work Management – Seamless link between sales pipeline and project delivery. Easy Collaboration – Internal team updates and tagging make collaboration simple and traceable. Dashboards – High-level overview of pipeline and performance metrics. **What do you dislike about monday CRM?** Limited Email Tracking Functionality – Not as strong as dedicated CRMs for mass outreach or tracking email engagement. Clunky for Advanced Reporting – Some workarounds needed for more complex sales analytics or forecasting. Mobile App Limitations – Some features aren’t as smooth or accessible on mobile compared to desktop. **What problems is monday CRM solving and how is that benefiting you?** We used to manage client relationships and project workflows separately. Monday CRM allows us to connect pipeline management with active delivery, giving us a clear end-to-end view from lead to project execution. ### 49. Intuitive Visual Pipeline and Time-Saving Automations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** The visual interface makes it easy to track leads and deals at a glance. Custom automations save time on repetitive tasks, and the drag-and-drop boards are intuitive for non-technical team members. **What do you dislike about monday CRM?** The CRM features aren’t as deep as dedicated tools like HubSpot or Salesforce. Reporting can feel limited without advanced formulas, and complex pipelines require significant customization. **What problems is monday CRM solving and how is that benefiting you?** It centralizes our sales pipeline and client communication in one place, reducing reliance on scattered spreadsheets. The transparency helps our small team stay aligned, and automation cuts down manual follow-ups. ### 50. Monday CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Hector S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2026 **What do you like best about monday CRM?** Seeing campaign touchpoints across the lead lifecycle helped our team understand which efforts actually led to pipeline movement. **What do you dislike about monday CRM?** The lead scoring and attribution features felt fairly basic, especially when compared with more specialized tools **What problems is monday CRM solving and how is that benefiting you?** This has improved my understanding of the connection between marketing activities and sales outcomes. ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+11%3A13%3A48+-0500&secure%5Bsession_id%5D=c3778eea-5f63-48a3-bd89-120cbd4a53ab&secure%5Btoken%5D=9629ad6d76c642552eb3e03e5458f2af47822ac4fb0f64364a587f022e64ae27&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) - 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[Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## 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 - 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