monday CRM Reviews & Product Details

There are so many options to customize it to fit what I need. For example, I can create customized views or set up tabs that show only the data I need to pull for a meeting. Integrations are so many, and the ones I really like is that my meetings are always recorded there, and I can ask the AI to search info for me and even make an email about that subject. I can even integrate with tools my company develops itself. Support, the only time I had to use, it was super fast and helpful. Review collected by and hosted on G2.com.

Hmmm.... I cannot think about something actually. Review collected by and hosted on G2.com.

I’ll start by saying monday CRM has completely cleaned up the chaos I used to deal with daily as our Administrative Records Manager at Pinecrest Paper Group. We’re a small forest products business, so I handle everything from sales documentation, vendor coordination, production scheduling, to client follow-ups. Before monday CRM, all our forest product sales deals, vendor records, and client order details were scattered across messy Excel sheets, random desktop folders, and loose email threads. It was super easy to lose track of ongoing sales, pending vendor agreements, or follow-up tasks — and fixing those gaps wasted so much of my time.

My favorite thing about monday CRM is how it centralizes every sales and client-related workflow in one simple, visual board that’s easy for our whole team to follow. I don’t need to juggle multiple tools anymore, and it pairs really well with the file organization work I do on Egnyte. While Egnyte keeps all our official paperwork and forest product documents securely stored, monday CRM lets me actively track the progress behind every deal, vendor partnership, and client order.

I have a perfect real example from this quarter. We had multiple bulk lumber and pulp sales deals going on with three new regional vendors at the same time. Before using monday CRM, I would’ve logged all order details, delivery timelines, and pricing agreements in separate spreadsheets. It would’ve been tough to tell which deals were pending review, which needed client confirmation, and which were ready for production scheduling.

With monday CRM, I created a dedicated pipeline board for forest product sales. I customized the status columns to match our actual workflow — new inquiry, pricing negotiation, contract review, scheduled production, and completed delivery. I logged every client’s order specs, product types, delivery deadlines, and vendor contact info directly on each deal card. Whenever our sales team moved a deal forward, they updated the status in real time. I could instantly see which orders needed me to prepare official documents and back up files on Egnyte.

It also makes team coordination effortless. Our production and sales team can check the CRM anytime without messaging me repeatedly for updates. I no longer spend hours every week sending status updates or digging through old records to verify deal details. The automated reminder feature is another huge plus — it alerts me for pending contract follow-ups and upcoming delivery confirmations, so nothing slips through the cracks.

Overall, monday CRM makes my admin and records management work way more efficient. It bridges the gap between our stored company documents and active business workflows, cuts down repetitive manual tracking work, and keeps our forest product sales and vendor operations running smoothly every single day. Review collected by and hosted on G2.com.

There are a handful of frustrating limitations with monday CRM that slow me down, especially with how we pair it alongside Egnyte for our forest product documentation work at Pinecrest Paper Group. The biggest headache I run into is the clunky file linking setup between monday CRM and Egnyte. Even though both platforms work together in theory, attaching our large forest product sales contracts, vendor specification sheets and production paperwork never feels seamless. If I upload a document link from Egnyte to a CRM deal card, it sometimes breaks randomly, and team members end up hitting dead links when they try to pull up our official records. I’ve had to re-add the same file links over and over, which eats up time I should spend organizing our records.

I ran into this issue last month while handling three big lumber supply contracts. I added Egnyte links for each contract directly on their respective monday CRM deal cards, so our sales and production teams could quickly access the full agreements. A week later, when our production manager tried opening one of the spec files, the link no longer worked. I spent nearly two hours troubleshooting, re-copying permissions and reinserting every single document link for those deals. It was really disruptive, and we almost delayed a production check-in because the team couldn’t view the contract details right away.

Custom reporting also leaves a lot to be desired for our line of work. We track unique forest product metrics, like lumber order volumes, vendor lead times and pulp delivery schedules. The default report templates in monday CRM don’t match our workflow. Building custom reports means manually picking every single data field, and it gets complicated fast. When leadership asks for a quick summary of active vendor deals, I can’t just pull a ready-made report. I end up exporting raw data and finishing the report in Excel anyway. Review collected by and hosted on G2.com.

I like how monday CRM makes organizing things easy and ensures that everyone can access the information they need. It's really straightforward to explain to others how to use it. I also appreciate the privacy features, which allow us to control access so only the right people can view specific work. Even though our company isn't that big, with around 40 people, monday CRM helps us keep everything organized by letting us assign each department to its own board while also having boards that everyone can access. The initial setup was pretty easy, thanks to having one well-trained person on the team who showed everyone else how to use it. Overall, I find monday CRM intuitive and helpful for managing projects and maintaining privacy. Review collected by and hosted on G2.com.

I think monday CRM could improve its training. It would be helpful if they offered a training package because the software is quite comprehensive, and there are probably features that I'm not even aware of. Having more structured training could make it easier for users to learn about all the available features. Review collected by and hosted on G2.com.

What I like about mondayCRM is how easy it is to customize around our unique workflows. We’re not boxed into traditional layouts or rigid pipelines, so we can set things up in a way that actually fits how we work. Review collected by and hosted on G2.com.

-It’s difficult to connect updates across different items. For example, if I post an update for Contact A and Contact B from the same Company X, both updates should roll up into Company X’s updates section.

-The Emails and Activities area is also very restrictive: we can’t add comments, and we can’t link activities across different items.

-Finally, the workload graph isn’t intuitive enough.

- No solution for language barrier in the system Review collected by and hosted on G2.com.

I really like how clear and easy the Monday CRM is for organization. It's very intuitive and easy to handle Monday spreadsheets on a daily basis, and you don't even need a tutorial to learn how to use it. Additionally, I found the initial setup super easy since the platform is very intuitive. Review collected by and hosted on G2.com.

I am facing issues with bugs when filtering in Monday CRM. Previously, it worked well, filtering everything in the correct order. Now, it seems that tasks get shuffled when I try to filter, which complicates organizing my daily tasks with the manager. It would be great if this functionality could be improved to work as before. Review collected by and hosted on G2.com.

The flexibility of the board structure combined with the API access. I've been able to pull data out via GraphQL and sync it to Google Sheets across multiple boards, which let me build custom reporting and automations that fit our exact workflow rather than forcing us into a rigid template. The ability to structure boards per provider/deal and then query it all programmatically has been the biggest win for me — it turns monday from just a tracking tool into a data source I can build on top of. Review collected by and hosted on G2.com.

The API has some frustrating limits — pagination on GraphQL queries gets tedious when you're pulling larger datasets, and rate limits can slow down syncs. Some of the more advanced automations and integrations sit behind higher pricing tiers, so getting full value means paying up. And occasionally the flexibility works against you: with so many ways to structure boards, keeping things consistent across a team takes discipline that the tool doesn't really enforce on its own. Review collected by and hosted on G2.com.

What I like best about monday CRM is its intuitive and highly customizable interface. The visual boards, dashboards, and drag-and-drop functionality make it easy to manage customer relationships, track projects, and collaborate across teams without a steep learning curve. The platform's automation capabilities help eliminate repetitive manual tasks, saving time and improving overall efficiency.

Another major benefit is its integration capabilities, which allow teams to connect monday CRM with other business tools and keep information centralized. Performance has been reliable, even when managing multiple projects and workflows, providing clear visibility into progress and priorities through customizable reports and dashboards.

From a business perspective, monday CRM delivers strong value by helping teams stay organized, reduce administrative work, and improve communication. The onboarding experience is straightforward, with helpful resources that make adoption easier for new users. I also appreciate the AI-powered features, which assist with task management, insights, and workflow optimization, helping teams work more productively and make better-informed decisions. Review collected by and hosted on G2.com.

While monday CRM is highly flexible, some advanced customizations and automations can take time to learn, especially for new users. As teams scale and add more boards, dashboards, and integrations, the platform can occasionally feel overwhelming, with many configuration options to navigate. Some integrations and advanced features are only available in higher-tier plans, which may increase costs for growing organizations seeking additional functionality.

In terms of performance, large or complex workflows can sometimes experience slower loading times compared to simpler setups. The onboarding resources are helpful, but users may still require additional training to take full advantage of advanced capabilities. The AI features are promising and continue to improve, but there is room for more advanced intelligence and recommendations that provide deeper business insights. Despite these limitations, the platform remains a strong solution for project and customer relationship management. Review collected by and hosted on G2.com.

The best part about Monday CRM is how user-friendly and customizable it is. It allows for seamless cross-departmental collaboration, organized follow-ups on support tickets (we use a board as a ticketing platform), and tailored boards for our specific workflows. Plus, the ability to create custom integrations is absolutely key for us to keep scaling the platform as we grow. Review collected by and hosted on G2.com.

The main drawbacks for me are the search performance and the AI capabilities. Even using a powerful laptop, the search function can be quite slow to open and delayed in displaying results. Additionally, the AI tool isn't as advanced as others on the market; it still needs significant development before it can provide the level of assistance we see on competing platforms. Review collected by and hosted on G2.com.

What I like most about monday CRM is how customizable it is. It keeps my team, tasks, and pipelines organized in one place, automates repetitive work, and makes it easy to track every deal from start to finish. It saves time, improves communication, and helps ensure nothing falls through the cracks. Review collected by and hosted on G2.com.

Overall, I’ve had a good experience with monday CRM, but there are a few things I’d improve. Some automations and integrations take time to learn, and setting up complex workflows can feel overwhelming at first. I also wish some CRM features required less customization out of the box, especially for mortgage and real estate workflows. Review collected by and hosted on G2.com.

Monday CRM has an elegant way of letting items (and subitems) relate to each other. I can connect my organizations to my contacts, my projects, and more, which makes it easy to keep everything linked in one place. In my opinion, Monday’s pricing is relatively low, especially considering it combines both project management and CRM features.

Support is quick and attentive, and they also seem to genuinely listen to user feedback. There are frequent updates and improvements to the platform. I really enjoy the Gmail integration, too as I’m able to track all relevant emails within the monday E&A, and the whole emailing system feels simple and easy to use. I can create charts and dashboards to better manage our data flow. Automations are intuitive and straightforward to create and manage, especially their Workflows automation process, which runs insanely quickly. It takes only seconds to run a full workflow of automations, even when it contains 100 action blocks. Workflows is one of monday.com's best features by far. Review collected by and hosted on G2.com.

Sometimes, when there’s a lot of noise, the app can feel a bit slow. I also think the heavy focus on AI is unnecessary; while AI can be helpful, I’d rather see more practical, truly needed features added instead. Review collected by and hosted on G2.com.