monday CRM Reviews & Product Details

I like monday CRM because it provides full visibility on our sales pipeline and allows us to track the funnel effectively. The platform is really easy to use and gives us insight into our clients' health scores and manages client updates smoothly. The flexibility to set it up as I want is great, optimizing dashboards and reports to make them valuable. It’s intuitive and makes customization easy without the need to think hard about it. The automation features make sense and come with preset templates, which gives a good start to adjust as needed. Overall, I appreciate how intuitive it is to customize and manage everything. Review collected by and hosted on G2.com.

Maybe the loading time could be better. Sometimes it takes a few seconds to load, which might be on my end or due to heavy lists and many automations. I've also not interacted with customer support yet, so I can't speak to their availability. The initial setup wasn't easy, and we needed some help from a developer, but it got easier once we figured it out. Review collected by and hosted on G2.com.

I like monday CRM for its visual approach and good filtering capabilities. It makes managing pipeline stages and ownership very streamlined, and the initial setup was fairly straightforward. Review collected by and hosted on G2.com.

I find it frustrating that monday CRM constantly changes things like the layout without any warning. This unpredictability can be really disruptive. Also, the sequencing features have a real lack of functionality, such as not being able to filter by contact, which is quite limiting. It seems like prioritising sequencing is not important to them, and instead, they focus more on upselling everyone on their AI, which is not what we're looking for. I'm always open to new features, but I really think they need to get the basic features/functionality needed for a CRM right before they add a load of other stuff. Review collected by and hosted on G2.com.

Monday.com is the best CRM system that I've used and I use it every day. It's straight forward and easy to use - very modern. The colour coding and labelling functions make it very easy to keep organised. If I've ever had any issues, the customer support resolves them swiftly. Review collected by and hosted on G2.com.

Sometimes when there's too many 'instructions', the website crashes. Review collected by and hosted on G2.com.

What I like best about monday CRM is how easy it is to keep our intake process organised and visible. We have been using it to support our intake workflow, including completing forms, tracking where each person is up to, and making sure they are properly registered.

The most helpful part is that everything can be kept in one place, so it reduces the risk of missing steps or losing information. It also makes it easier for the team to see what has been completed, what still needs action, and who is responsible for the next step.

The biggest upside for us is that it helps create a more consistent and streamlined intake process. It saves time, improves communication, and gives us a clear overview of each person’s progress from enquiry through to registration. Review collected by and hosted on G2.com.

What I dislike about monday CRM is that it can take a bit of time to set up properly so it works the way you need it to. There are a lot of features and options, which is great, but it can also feel a little overwhelming at the start.

Some parts of the process can feel a bit clunky, especially when you are trying to customise forms, workflows, or automations to match a specific intake process. It works well once everything is set up, but getting it right can take some trial and error.

The other downside is that if the boards are not maintained properly, it can become messy quite quickly. So it does need clear processes and regular updates to make sure the information stays accurate and useful. Review collected by and hosted on G2.com.

I’ve been using monday CRM for around two years. The main benefit for us is that it keeps our projects organised and gives everyone visibility of what’s going on. It’s easy to see where different pieces of work are up to and what still needs doing.

We’re a fairly small team and probably don’t use anywhere near its full capability, but it does the basics we need it to do well. Review collected by and hosted on G2.com.

For a small team like ours, it can sometimes feel like more than we actually need. There’s a lot of functionality available, but we only use a relatively small part of it, so I’m not sure we always get the full value from the platform. For what we mainly use it for, a simpler solution could probably do much the same job. Review collected by and hosted on G2.com.

I really love monday CRM for its colorful and well-organized platform. It is very easy to use and intuitive, which I appreciate a lot. The system offers numerous functions that you can manipulate to automate work, such as automations and AI features. These are incredibly helpful as they reduce workload by moving items between sections, send notifications automatically, and allow me to save time by streamlining repetitive tasks. I also think monday CRM is easy to set up and enables the building of great systems and processes. Review collected by and hosted on G2.com.

I think maybe sometimes it's a little slow, I don't know if the problem is the amount of data we have on there or something else, but sometimes it's really slow at downloading things, which really slows down my workflow. Review collected by and hosted on G2.com.

I like the ease of use in monday CRM; everything is clear and clearly labelled. I appreciate the workflow feature as it allows me to automate email drip-feed campaigns, ensuring my prospects and customers receive the right emails without manual work. Keeping all customer and prospect data in one place helps with sending personalized content to segmented groups and building marketing workflows. Review collected by and hosted on G2.com.

There are small things in monday CRM that could be better. Once an email is set to 'Launch', you can't edit it at all, not even for a minor change, which is annoying because it means you have to duplicate the email and set up the sending rules again. Also, when I try to import contacts from the CRM to the Campaigns section, the contacts don't transfer over properly — for example, the company name gets lost. So, I have to export the list from the CRM and then import it back into Campaigns. These are just little annoyances. Review collected by and hosted on G2.com.

I really like monday CRM's flexibility and its integrations with other platforms. It's quite simple to use compared to other CRMs, which I often find complex. The user interface of monday CRM is fairly simplistic and easy to navigate. I also appreciate how it keeps all the information in one place, which helps us not lose leads and track live deals. The ability to integrate with tools like Xero and Mailchimp is a big plus, as it keeps information fluid between platforms and reduces the need for double data entry, keeping our tech stack clean. The initial setup was quite easy, giving us a chance to clean our data first, making the transition simple and smooth. Review collected by and hosted on G2.com.

Calendar integration Review collected by and hosted on G2.com.

I like that it is very user-friendly and it has a lot of integrations and automations built into it. It's operates fast and is not prone to glitches like our previous program. It is more affordable than our last system. and the built-in AI has been helpful to create solutions within our system. Onboarding is great. Review collected by and hosted on G2.com.

Our monday CRM support team was not very helpful in getting the administrators onboarded. We felt that we were left to our own devices and were not educated properly on the system. There are several things that Monday failed to deliver for us that we are unhappy about and that is due to the sales team for Monday. We felt like we were sold on false promises. Review collected by and hosted on G2.com.

I find monday CRM very user-friendly and quite malleable. It's great because we can put in any metrics we want to track or information points. If we suddenly need to have a second sign-off, we can easily add another column. The audit trail is also great because it shows what's been deleted or added and who did what and when, which is very useful. Review collected by and hosted on G2.com.

Sometimes when creating a new table, it takes the same columns as the table above. It's a bit tricky. So I have to create a new page. I don't remember the terminology. But, yeah, that's a bit tricky sometimes, but it's not a big deal. Review collected by and hosted on G2.com.