monday CRM Reviews & Product Details

I really like how organized I can be with monday CRM depending on the sheets. We use it to upload our projects or invoices and keep everything in order. I think it's amazing how you can create calculations with the codes, and the new AI is also pretty impressive, helping to organize better and offering ideas. I appreciate that you can create different sections and keep as much information as you need, while maintaining it all ordered. Review collected by and hosted on G2.com.

I think the design of monday CRM could definitely be improved. It would also be great to have an application, sort of like a software, instead of only accessing it through a browser. Review collected by and hosted on G2.com.

I really like that monday CRM offers a compact yet complete view and is pretty intuitive, making it quite easy to use without any complications. I love how everything can be stored in one single place, like notes, prices, and dates, which solves the problem of needing multiple websites or tools. The notes feature is the most important for me as it acts as a hub, allowing me to review notes and keep track of where we left off with leads and important sales points. Review collected by and hosted on G2.com.

One of the things that I think could be improved is integration with other interfaces. Specifically, it would be great if we could link any call-in service, like Dialpad, to monday CRM, so that when we click, it can make a call while keeping transcriptions and so on. Review collected by and hosted on G2.com.

The email traceability and email tools are solid. I also like the visual way it lets me block and sort contacts, which makes managing them much easier. Review collected by and hosted on G2.com.

So much of Monday always seems to do about 90% of what you want, but it never feels like a fully fleshed-out solution. Formulas can’t reference other formula cells, and automations are so limited and restrictive. I’ll have lots of ideas for the best way to automate a workflow, only to find the features aren’t available—and, very often, the features that do exist can’t even reference certain column types (for example: “your if condition cannot reference a date cell”).

In practice, automations have only actually been useful about 1/10 of the time, and mainly for especially simple workflows. Email tracking is great, but you can’t CC/BCC, and emails can only be sent to a maximum of 40 people per campaign. Overall, Monday.com CRM has introduced a lot of frustration into our work. It feels like a Google Sheet made to look pretty, except it’s lost the core functions of Google Sheets. Review collected by and hosted on G2.com.

The visual views make it very intuitive. The whole team adopted it quickly, even people who aren't very technical. Automations save us a lot of time: status changes notify the right person automatically, so handoffs between team members don't fall through the cracks. Review collected by and hosted on G2.com.

Some features are limited by plan. Automations and integrations have monthly action caps, so as our workflow grows we have to be careful about how many we set up or consider upgrading. The pricing, sold in seat bundles, can also feel expensive for a small team. Review collected by and hosted on G2.com.

It’s easy to use, highly customisable and can automate a lot of the boring admin. I particularly like that you can build it around your own workflow instead of being stuck with a rigid CRM structure. Review collected by and hosted on G2.com.

Some of the more advanced features can take a bit of time to figure out, and the number of options can sometimes make things feel more complicated than they need to be. I also find that some fairly basic functions aren't available in the way you would expect, meaning you sometimes have to find workarounds or use additional tools to achieve something that should be relatively straightforward. It would also be nice to have more flexibility with certain automations and integrations. Review collected by and hosted on G2.com.

I really like the simplicity of use and configuration of monday CRM. I also appreciate the fact that it allows me to keep track of any information and communication related to customers without losing important details. Additionally, the forms for collecting information, the dashboard for data analysis, and the automations are features I frequently use and find very useful. Compared to the CRM we used before within the SAP B1 ERP, monday CRM is more efficient, automatable, and practical. The initial setup was very simple, which was a great advantage. Review collected by and hosted on G2.com.

I believe the AI implementation needs to be reviewed. Additionally, the fact that credits must be purchased separately (and are not included in the license cost) requires the product to be highly efficient, but after some testing, I consider that the cost does not justify the service. Review collected by and hosted on G2.com.

Relatively simple to use, nice UI, decent API Review collected by and hosted on G2.com.

sometimes basic UI functionality while using their product is missing and seems like something that could be solved in a day, by a single person. Review collected by and hosted on G2.com.

I find monday CRM to be brilliant and couldn't function without it. It helps me keep everything super organized and manage workloads and projects effectively. The tool is fantastic for managing lead generation, providing information on projects, websites, and clients. I love that it's user-friendly, making it easy for clients to use. It's perfect for managing projects and teams within one setup. The communication and project planning being integrated in one place is invaluable for my team. Additionally, the initial setup was super easy, which I really appreciated. Review collected by and hosted on G2.com.

Sometimes it's a bit clunky mirroring boards, particularly with the connecting board or mirroring capabilities. It would be nice to have no limit on this feature. If you can think of something, you should be able to do it. It would be great to plan out a full journey without restrictions. It would be better if it was easier for boards to communicate with each other and for planning journeys. Review collected by and hosted on G2.com.

The automation processes make it easy to streamline my work and keep tasks moving smoothly. While my task doesn't necessarily require it day to day, my colleagues use it to keep track of all of their clients and the journey from booking to departure. Review collected by and hosted on G2.com.

Sometimes it can be a little slow and frustrating as there is usually a little delay with large sets of data. Also, it is very expensive and while it is a useful tool, I feel the amount charged can be a little excessive. Review collected by and hosted on G2.com.

Honestly, what I like most is that it adapts to us, not the other way around. It’s really easy to tweak and adjust things so it fits how we actually work day to day, which helps cut out a lot of the annoying manual work. Review collected by and hosted on G2.com.

The main thing that bugs me is that it can be a bit glitchy sometimes with the cache. Like, you'll update something or add new info, and it doesn't show up right away on the screen. You end up having to refresh the page a bunch of times just to make sure you're looking at the right data. Review collected by and hosted on G2.com.