--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1481 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: 1481 scale: '5' date_modified: '2026-08-10' 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:** 1,481 ## 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. 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. ### 2. 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. ### 3. 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 ### 4. 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. ### 5. 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. ### 6. 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, ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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. ### 12. 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. ### 13. Affordable and Solid Free Version, But Manual Setup Takes Time **Rating:** 3.0/5.0 stars **Reviewed by:** Ronith D. | Founder, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2026 **What do you like best about monday CRM?** Simple and pretty affordable, and even the free version is good. **What do you dislike about monday CRM?** I had to do a lot of manual adding and creating, which made the process more time-consuming than I expected. **What problems is monday CRM solving and how is that benefiting you?** It helps me manage my BD clients in one place, and it connects easily with my gnail. ### 14. Endless Customization for Seamless Workflow Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sanla M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about monday CRM?** Monday offers the flexibility to build just about anything. We developed a custom workflow that allows us to track each lead from the initial inquiry all the way through to shipment delivery, capturing every detail along the way. **What do you dislike about monday CRM?** It took us three weeks to set up the boards, configure automation, and adjust permissions. **What problems is monday CRM solving and how is that benefiting you?** Monday has made it much simpler to track both sales and operations for our logistics fleet. ### 15. monday CRM Scales Smoothly as Our Team Grows **Rating:** 5.0/5.0 stars **Reviewed by:** Rosy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2026 **What do you like best about monday CRM?** As our team grew, monday CRM scaled smoothly, letting us add more users and pipelines without disrupting our existing workflows. **What do you dislike about monday CRM?** The cost rises as automations and boards grow, which can affect the budget. **What problems is monday CRM solving and how is that benefiting you?** This has proven to be a scalable CRM foundation, without creating a heavy workload. ### 16. Automation Supercharged Our Team's Responsiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Varkey O. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2026 **What do you like best about monday CRM?** After we set up automation for lead assignment status updates and follow-up tasks, our team's responsiveness improved noticeably and quickly. **What do you dislike about monday CRM?** Some of the more useful triggers and conditions require creative workarounds to function as intended. **What problems is monday CRM solving and how is that benefiting you?** It helps minimize manual data entry and ensures that deals progress more smoothly through our sales funnel, resulting in fewer bottlenecks. ### 17. Visual Boards and Automation Streamline Campaign Management **Rating:** 5.0/5.0 stars **Reviewed by:** Saritha T. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about monday CRM?** The visual boards helped break the campaign into phases and made dependencies clear, which allowed the team to identify delays earlier. Automation also advanced tasks as soon as approvals were completed, keeping the workflow moving efficiently. **What do you dislike about monday CRM?** Handling highly complex campaign dependencies continues to involve manual verification steps. **What problems is monday CRM solving and how is that benefiting you?** This helps keep multi-step campaigns on track and minimizes last-minute rushes. ### 18. Great Automation and Centralization, But Pricing Could Be Friendlier **Rating:** 3.5/5.0 stars **Reviewed by:** Sanket W. | Project Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about monday CRM?** This tool is particularly effective for automation and tracking activities. It brings together client data and communications in one place, making everything more centralized. Additionally, its user-friendly design and intuitive interface make it easy to navigate and use. **What do you dislike about monday CRM?** The platform offers the complexity needed for advanced setups, but its cost and pricing structure are not very accommodating for small teams or solo users. **What problems is monday CRM solving and how is that benefiting you?** There are many manual and repetitive tasks involved. ### 19. Automation That Eliminates Repetitive Tasks Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Pablo C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about monday CRM?** The automation options help reduce repetitive tasks, such as follow-ups and assignments. **What do you dislike about monday CRM?** It would be great if the reporting feature were more intuitive and didn't require the use of formulas. **What problems is monday CRM solving and how is that benefiting you?** We were looking for a centralized sales pipeline tool to replace our scattered spreadsheets, and this CRM has helped bring both visibility and consistency to our process. ### 20. Effortless Lead Tracking and Customisable Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Kamal M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about monday CRM?** Monday CRM makes it easier to track leads, manage deals, and keep up with follow-ups. Its customisation options allow you to adapt pipelines to match real workflows, all without requiring any technical expertise. **What do you dislike about monday CRM?** Some advanced features take additional time to set up properly. **What problems is monday CRM solving and how is that benefiting you?** This tool makes it easier to organize all sales activities in a single location, which helps cut down on the need for manual tracking. ### 21. Effortless Campaign Management with Powerful Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Saranya K. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2025 **What do you like best about monday CRM?** Campaign boards made it simple to monitor each stage, from planning through execution, all in a single location. The automation features were useful for assigning tasks and keeping statuses updated. **What do you dislike about monday CRM?** The reporting on campaign performance seems quite basic and could really benefit from additional features. **What problems is monday CRM solving and how is that benefiting you?** It streamlines campaign execution, helping to minimize confusion between the marketing and sales teams. ### 22. Intuitive CRM with Flexible Boards and Clear Timelines **Rating:** 5.0/5.0 stars **Reviewed by:** Waris M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2025 **What do you like best about monday CRM?** Monday CRM feels great once you get used to it. The drag-and-drop boards and clear timelines are definite strengths. I find it easier to adapt this CRM to fit the actual sales process. **What do you dislike about monday CRM?** Certain features take some experimentation to fully understand. **What problems is monday CRM solving and how is that benefiting you?** This Monday CRM eliminates the need for scattered spreadsheets and manual follow-ups, which helps reduce the amount of manual effort required. ### 23. Effortless Lead Management and Daily Prioritization **Rating:** 5.0/5.0 stars **Reviewed by:** Sarath K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about monday CRM?** Follow-ups, tasks, and notes remain linked to each lead, so I never lose context between calls. The activity timeline also helps me prioritize my day more effectively. **What do you dislike about monday CRM?** Email synchronization can sometimes be slow, which leads to notifications accumulating rapidly. **What problems is monday CRM solving and how is that benefiting you?** This helped us reduce the number of missed follow-ups on our inbound leads. ### 24. Follow-Up Reminders and Tracking Boost Our Responsiveness **Rating:** 5.0/5.0 stars **Reviewed by:** Gayle W. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2026 **What do you like best about monday CRM?** The follow-up reminders and activity tracking have helped eliminate forgotten outreach tasks, and they have also improved our responsiveness. **What do you dislike about monday CRM?** The email templates could be more polished and offer greater customization options. **What problems is monday CRM solving and how is that benefiting you?** It helps me keep my daily sales tasks organized and makes sure that every promising lead receives timely attention. ### 25. All Deal History, Notes, and Next Actions in One Place—Makes Follow-Ups Easy **Rating:** 5.0/5.0 stars **Reviewed by:** John K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2026 **What do you like best about monday CRM?** Seeing the deal history, contact notes, and next actions all in one place has helped me keep up with follow-ups efficiently. **What do you dislike about monday CRM?** At times, updating records felt slow, which made the overall experience a bit frustrating. **What problems is monday CRM solving and how is that benefiting you?** This improved our deal flow through better accountability. ### 26. User interface is very intuitive. **Rating:** 4.5/5.0 stars **Reviewed by:** Jay G. | Sales Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** User interface is easy to follow and easy to add new items. **What do you dislike about monday CRM?** Integrations can be complicated and are require some training or pro help. **What problems is monday CRM solving and how is that benefiting you?** We are able to track opportunities from start to finish with status and action items along each phase of the transaction. ### 27. Email Integration Feature Makes All the Difference **Rating:** 4.0/5.0 stars **Reviewed by:** Ethan L. | Business Development & Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** The email integration feature lets me send emails directly from my monday boards, which is very convenient. **What do you dislike about monday CRM?** The email tracking feature does not always provide accurate results. **What problems is monday CRM solving and how is that benefiting you?** This tool enables me to organize both prospective and current clients in a clear and structured way. ### 28. Visually Appealing Dashboard and Seamless Email Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sophie K. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about monday CRM?** The visual interface is quite appealing, and I appreciate being able to view the full status of my campaigns directly from the dashboard. We make use of the Emails and Activities integration to log all client communications. **What do you dislike about monday CRM?** The email marketing feature offers only limited customization options. **What problems is monday CRM solving and how is that benefiting you?** I find that managing lead campaigns in Monday CRM is simpler compared to other tools. ### 29. Real-Time Insights and Effortless Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Choueiri B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2026 **What do you like best about monday CRM?** The dashboard provides real-time insights into pipeline value, deal velocity, and rep performance. Forecasting has become easier thanks to the shared visibility it offers. **What do you dislike about monday CRM?** The AI insights offered here are not as extensive as those available in the enterprise CRM. **What problems is monday CRM solving and how is that benefiting you?** It improves accuracy and ensures that everything stays properly aligned. ### 30. Pipeline Board Brings Instant Clarity to Deal Movement and Priorities **Rating:** 5.0/5.0 stars **Reviewed by:** Divyesh K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about monday CRM?** The pipeline board in our standups gives instant insight into deal movement and stuck deals, and it makes priorities very clear. **What do you dislike about monday CRM?** Custom report templates could be easier to build, especially for the execs. **What problems is monday CRM solving and how is that benefiting you?** This has made my weekly reviews much more efficient. ### 31. The most unexpected life-changing software I ever met **Rating:** 5.0/5.0 stars **Reviewed by:** רוי . | Business owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** What I appreciate most about Monday CRM is its intuitive and customizable interface. This feature allows you to tailor workflows and dashboards to meet your team's specific needs. The automation capabilities are a significant advantage, as they save time and minimize manual tasks. Additionally, the seamless integration with other Monday.com tools and external applications ensures that all your data is consolidated in one place, which greatly enhances collaboration and communication. Furthermore, the ability to track leads, sales, and performance metrics in real-time makes managing customer relationships both efficient and effective. Overall, it’s a powerful tool for scaling and growing businesses! **What do you dislike about monday CRM?** Complexity of some advanced features. And also that everything is only avaialbel in the Enterprise plan which is the most expensive one. **What problems is monday CRM solving and how is that benefiting you?** single source of truth with clear visibility ### 32. Clear Campaign-to-Lead Tracking That Highlights Channel Impact **Rating:** 5.0/5.0 stars **Reviewed by:** Rajesh K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about monday CRM?** Tracking campaigns alongside leads helps show conversion points and each channel’s impact more clearly. **What do you dislike about monday CRM?** This lead scoring and the available customization options are still limited. **What problems is monday CRM solving and how is that benefiting you?** This has improved collaboration and made the lead handoff smoother. ### 33. Clear Campaign Touchpoints Make Lead Movement Easy to Track **Rating:** 5.0/5.0 stars **Reviewed by:** Hashim R. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2026 **What do you like best about monday CRM?** Being able to see the campaign touchpoints tied to lead movement helps me correlate the effort with the conversion. **What do you dislike about monday CRM?** The multi-touch attribution reporting could be more in-depth and much clearer. **What problems is monday CRM solving and how is that benefiting you?** This aligns the marketing impact with the sales outcomes. ### 34. Clean Lead Handoffs from Campaigns to Sales Board **Rating:** 5.0/5.0 stars **Reviewed by:** Sarath K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2026 **What do you like best about monday CRM?** Leads move cleanly from the campaigns into the sales board, which makes the handoffs clearer than before. **What do you dislike about monday CRM?** The multi-touch attribution reporting in this is very basic and fairly limited. **What problems is monday CRM solving and how is that benefiting you?** This improved coordination between the marketing and sales teams. ### 35. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** I like the bright colors, the boards to create list from uploading excel spread sheets, The tracking it can do for me and the case association with the clients **What do you dislike about monday CRM?** The error to load time line to add a note or see other notes. Forces us to use the updates as a note **What problems is monday CRM solving and how is that benefiting you?** It is making it so easy to track progress on dead lines to bring to the higher management team with accurate numbers ### 36. Excellent Tool for Workflow, Despite Minor Automation Limits **Rating:** 4.0/5.0 stars **Reviewed by:** Filipe Z. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2025 **What do you like best about monday CRM?** It is easy to create new boards for different processes. **What do you dislike about monday CRM?** There are some limitations in formula columns and automations, especially when working with subitems. **What problems is monday CRM solving and how is that benefiting you?** Centralizing business information helps ensure alignment across the entire company. ### 37. Not only revolutionised my company - but saved it **Rating:** 5.0/5.0 stars **Reviewed by:** Lizanne v. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** The CRM components have allowed be to automate our targetting and processes to the extent that I can offer in 2 hrs what my competitors brag about being able to complete within 24 hours. I have a real competitive advantage with a staff compliment that is less than half of what was rewuired before **What do you dislike about monday CRM?** I look forward to being able to send responsive html email templates directly to my individual leads. **What problems is monday CRM solving and how is that benefiting you?** it helps me organiseand track my clients from a prospect, to meetings, wmails etc, to sales. It follows up on my overdue accounts automaticall so that I do not have to have unfortuante communications to my clients - and I can see my entire marketing and sales operations in a dashboard ### 38. Essential, User-Friendly Tool for Sales Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Pankaj S. | Operations Manager, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2025 **What do you like best about monday CRM?** This tool is helpful for salespeople and is easy to use. **What do you dislike about monday CRM?** The need for manual setup of essential features, along with the dependence on integrations for functions such as email and advanced analytics, can be inconvenient. **What problems is monday CRM solving and how is that benefiting you?** disorganized sales pipelines, missed follow-ups, and manual administrative tasks by centralizing customer data, automating repetitive actions, and providing visual tracking tools ### 39. Flexible CRM that works well **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** It’s easy to use and really flexible. We’ve been able to build boards that match exactly how our team works, and the visual layout makes it simple to see where things are at. Automations save a lot of time on repetitive tasks. Relatively easy to implement. Customer support is responsive. **What do you dislike about monday CRM?** Sometimes the flexibility can lead to a lack of structure if you’re not careful. It can also be tricky to keep things aligned across multiple boards or teams. And while it does most things well, it’s missing some of the deeper CRM features you’d find in more traditional systems, like forecasting or more advanced reporting. Can benefit from a wider range of integration, though. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps us keep track of a large and complex sales pipeline in one place. It’s solved the issue of leads falling through the cracks by making follow-ups and next steps visible and easy to manage. Automations also reduce the manual admin work, so we can focus more on actual conversations with prospects. ### 40. Excellent experience with Monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Maha K. | Digital Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2025 **What do you like best about monday CRM?** It's very user friendly, provides customized pipelines, various integrations and collaboration features. **What do you dislike about monday CRM?** Can be a little expensive but definitely worth it! **What problems is monday CRM solving and how is that benefiting you?** It keeps a track of leads and follow up. Furthermore, it saves time, reduces mistakes and helps stay organized. ### 41. monday CRM: Seamless Integration with Work Management, but Pricing Could Be More Flexible **Rating:** 4.0/5.0 stars **Reviewed by:** Amar G. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about monday CRM?** I appreciate how monday CRM integrates seamlessly with the work management system my team already uses. The ability to link boards between work management and CRM creates a unified workflow that eliminates the need to switch between platforms. The familiar interface made adoption quick and painless for my team, with minimal training required since we were already comfortable with monday's work management interface. This connectivity between systems gives us a more comprehensive view of our customer relationships and project management in one place. **What do you dislike about monday CRM?** The pricing structure is my main concern with monday CRM. While the functionality is excellent, I find it frustrating that the pricing increases in 5-user increments rather than allowing us to pay per actual user. This means we're essentially paying for unused seats when we only need to add one more team member to our account. This inflexible approach to pricing feels inefficient for small to medium teams like ours that may grow incrementally rather than in larger groups of five. **What problems is monday CRM solving and how is that benefiting you?** What problems is monday CRM solving and how is that benefiting you? monday CRM has revolutionized how our small team handles our sales pipeline. Our biggest struggle was efficiently separating and tracking leads through various stages of the sales process. With monday CRM, we've created customized pipelines that clearly visualize each lead's status, from initial contact to closed deal. The color-coded system makes it immediately obvious which leads need attention and which are progressing smoothly. ### 42. MONDAY - CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan T. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** Monday CRM offers great adaptability for any organization seeking an affordable customizable platform for customer relations management. After using HubSpot for many years, the transition to Monday CRM was long overdue. Make the Change! Monday CRM is user friendly and easy to operate. **What do you dislike about monday CRM?** I would like to see more Monday app integrations. There are many third party integrators, but platforms within Monday CRM are preferred for seamless integration. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM has increased our efficiency by allowing us to customize boards to show information relevant to specific team members. We have thankfully reduced cost in managing our CRM, and as a result we have been able to promote organic growth over desperate spot sales. ### 43. A high-potential CRM system. Suitable for multiple uses, an excellent choice at low costs. **Rating:** 4.5/5.0 stars **Reviewed by:** Marco X. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about monday CRM?** The modularity of the system is definitely a strength. We use the CRM Monday.com for multiple functionalities: sales funnel, customer support, marketing product tracking, goal setting, and tracking their achievement. The automation possibilities allow you to automate some common tasks. The availability of templates is really excellent, and 99% of the time they are sufficient to start the activity immediately. We use it every day and it is the foundation of the processes defined also in the Quality System. The support was good when it was needed. **What do you dislike about monday CRM?** In certain situations, it would be useful to have online consulting, even paid, to carry out some implementations and configure the system optimally according to the company's needs. **What problems is monday CRM solving and how is that benefiting you?** We use the system in different ways. For example, with external forms, we collect customer support requests. Internally, we create leads and track their progress. We also make extensive use of the Mass emailing feature. We have elected the CRM system as the center of our Quality System. ### 44. Optimised Workflow and Streamlined Processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Games | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2025 **What do you like best about monday CRM?** It has optimised our workflow and streamlined our systems and processes significantly **What do you dislike about monday CRM?** Onboarding could have been a little easier **What problems is monday CRM solving and how is that benefiting you?** Monday CRM allows us to bring all our processes and workflows together in a single platform. It helps keep everyone informed about the status of tasks, ongoing projects, and upcoming deadlines, making sure the entire team stays aligned. ### 45. Tripled my output, and we are just scratching the surface. **Rating:** 5.0/5.0 stars **Reviewed by:** Jon M. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** About 12 months ago I decided to move from my old spreadsheets to a dedicated CRM and WM and decided to go with Monday. After a few months of setting up and getting the hang of it I was able to roll over from my old system to the new, 12 months on and I have been able to at least triple my work load and that continues to grow. At the same time I have onboarded a full time team member and we LIVE in the Monday system, the automation mean we can work together in a flow like state held together by the Monday software. I was definitely a little hesitant at first and at times felt like I had buyers remorse but Now I am a raving Monday fan. best decision for my business since I started. **What do you dislike about monday CRM?** Moving from an Excel spreadsheet there are few simple functions of a spread sheet that dont easily migrate over, like a Vlookup for example. What felt like it should have been an easy task wasn't and a workaround took way too long, there were a few third party apps that offered a solution but were extremely expensive. eventually we figured it out with Make.com. Also the AI feature is so great but the jump from the free version to the paid version is huge. If you go over your free credits at 500 ou need to pay a monthly fee to buy way more credits, the jump is too big and its really expensive. e.g. if you need only 600 credits a month you have to buy the minimum of 2000 at $200USD per month. the features are great but at that pricing I will just use Make.com to do the automations instead. **What problems is monday CRM solving and how is that benefiting you?** automation of client Forms, this saves me 2-4 hours per day Email automation Notifying staff of tasks and timelines Monitoring the progress of every job Reminding me when things are moving too slow so nothing falls through the crack Automatically filling in the board with AI Automatic invoicing. ### 46. Great customizable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** I love how smooth the mobile version is. As a sales rep always on the road, I needed my CRM easily accessible and updatable while on the go. Monday has filled that need. I've customized the columns to fit my industry and that's helped me remain organized and knowledgeable of my clients and prospects. Another great thing is the mobile and desktop versions are synced so as I type a new note in my mobile app, someone viewing the desktop version can see it in real time. I use it every day because of how easy it is to use. I don't know what I'd do without it. I like it better than Hubspot. And Salesfo **What do you dislike about monday CRM?** The only thing I dislike is that there isn't a cheaper version for one-person use. It is a minimum of 3 users, so I'm forced to spend for 3 users. Other than that, every glitch I encountered was fixed by them. I would screen record for the customer service team and developers to see what's happening. After showing it, they would work on the fix and release it after a couple months. That's great. Other companies would take longer. **What problems is monday CRM solving and how is that benefiting you?** Customizing how I want to track my accounts and the information on those accounts. ### 47. Very Happy with Monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** I use Monday.com CRM pretty much daily. It has stood out for its flexibility and ease of use. I appreciate how customizable the workflows are—it allows me to tailor pipelines and statuses to match our specific sales process. I have not really used it to collaborate with coworkers, but it seems to be seamless thanks to features like tagging, commenting, and centralized updates. I find the automation tools especially helpful for saving time on repetitive tasks, and the integrations with tools like Gmail, Google Calendar, and Slack have streamlined our workflows. **What do you dislike about monday CRM?** While Monday.com CRM is powerful, it does have a learning curve—especially during the initial setup, which may be challenging for users who aren’t as tech-savvy. Building and managing automations, while ultimately useful, can be complex and unintuitive at times, requiring trial and error to get right. Some features that are standard in traditional CRMs, such as lead scoring, in-depth reporting, and advanced email tracking, are either missing or required workarounds or premium integrations. The mobile app is functional but not as robust as the desktop version, with limited access to deeper customization. Speaking of which, it would be so much simpler if the search searched all of the boards instead of having to click through to find that in the options area. Additionally, I would like more flexibility when importing data, including the ability to apply a certain update to multiple items at once. Finally, while email integration exists, it has been a bit of a challenge. **What problems is monday CRM solving and how is that benefiting you?** Monday.com CRM helps solve the problem of scattered lead and deal tracking by centralizing all our sales activities in one place. With a past company that I worked for, I didn't trust the CRM, so I had to also rely on a mix of spreadsheets, emails, and task lists, which made it hard to maintain visibility and accountability. With Monday.com CRM, our team has a shared workspace where we can track leads, monitor deal progress, assign tasks, and communicate—all in real time. This has improved our organization, reduced missed follow-ups (although, it might be great to have a section of the screen JUST for when there is an item that is "due"), and allowed us to move opportunities through the pipeline more efficiently. The ability to automate repetitive tasks like status updates and reminders has saved us time and minimized human error, allowing us to focus more on closing deals and less on manual processes. ### 48. A great system for my team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** monday CRM has been a great platform for our team to use. The setup and templates provided make the system easy to use and implement for all team members. Also, I love how the Monday CRM can integrate with our outlook accounts making contact management easy, efficient and fast. **What do you dislike about monday CRM?** I would like it if my automations could work between different boards so I don't have to duplicate information and I would like it if when I connect boards to mirror, my other team members could view it as well. I also wish the mass emails could work more like hubspot where customization and graphics are easier to utilize. And, I wish the dashboards had more widgets available that could be custom as well as detailed text and spacer boxes to make it more visually appealing. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps us manage our contacts in a fast and efficient manner. By integrating with our outlook accounts, it is easier to see who has been contacted and when a follow up is needed. ### 49. Easy to use and help teams to deliver the results. **Rating:** 5.0/5.0 stars **Reviewed by:** Mehraj K. | Head of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** What I like best about monday CRM is its customizability and intuitive interface. Unlike traditional CRMs, it allows us to tailor every workflow, pipeline, and automation to match our exact sales process without needing technical expertise. The visual nature of the platform makes tracking deals, activities, and communication much easier, improving both team collaboration and visibility. Plus, the integration with other tools and built-in automation features save us a significant amount of time on repetitive tasks. **What do you dislike about monday CRM?** While monday CRM is powerful and flexible, one area that could be improved is the depth of native CRM-specific features compared to more traditional, dedicated CRMs. For example, email integration and advanced reporting can sometimes require third-party apps or workarounds. Additionally, the pricing structure can become expensive as your team scales, especially if you need Enterprise features to unlock full functionality. That said, the platform is constantly evolving, and many of these areas are actively being enhanced. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve the problem of disconnected sales processes and lack of visibility across teams. By centralizing all customer interactions, deal stages, and communication in one place, it ensures that everyone is aligned and nothing falls through the cracks. The ability to customize workflows without needing a developer allows our team to adapt quickly as needs evolve. As a result, we’ve seen improved sales efficiency, better collaboration, and faster response times, ultimately leading to a better customer experience and increased revenue. ### 50. Effortless Lead Tracking and Automation Streamline My Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about monday CRM?** I appreciate being able to add leads and quickly see our position in the funnel at a glance. The automation features that allow items to move from one group to another based on specific conditions save me from spending unnecessary time on manual tasks. I also value the option to create multiple boards tailored to the different areas I work in. **What do you dislike about monday CRM?** There's a bit of a learning curve in getting the boards to communicate with each other, but nothing a little practice and ingenuity can't overcome. **What problems is monday CRM solving and how is that benefiting you?** Maintaining streamlined vendor processes and ensuring that communications remain up to date. ## 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=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+01%3A52%3A32+-0500&secure%5Bsession_id%5D=53dba2c5-21cb-40c7-b55a-cda6befa330d&secure%5Btoken%5D=0c01da0736d24f105a0b7ab7f647e5c365a5eea77726acbc73fcf016d06f8896&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [Abtrac](https://www.g2.com/products/abtrac/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Amazon AWS Platform](https://www.g2.com/products/amazon-aws-platform/reviews) - [Apple Mail](https://www.g2.com/products/apple-mail/reviews) - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [Cursor](https://www.g2.com/products/cursor/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Hootsuite](https://www.g2.com/products/hootsuite/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Juma](https://www.g2.com/products/juma/reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Miro](https://www.g2.com/products/miro/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [Neo](https://www.g2.com/products/neo-2023-07-18/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [Salesforce Backup & Recover](https://www.g2.com/products/salesforce-backup-recover/reviews) - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Similarweb](https://www.g2.com/products/similarweb/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - 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Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## monday CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top monday CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)