monday CRM Reviews & Product Details

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.

I use Monday CRM mainly for project and customer management, and it helps me keep everything organized in one place. The customizable boards and automations make it easy to track tasks, deadlines, and customer updates without a lot of manual work. I also like how simple the UI is and how well it integrates with other tools. Overall, it saves me time, keeps the team aligned, and offers good value for the price. Review collected by and hosted on G2.com.

One thing I didn’t like was the change to the “My Work” view. The new version wasn’t as useful for my day-to-day workflow, and sudden changes like that can have a real impact on daily business. Thankfully, the support team was very helpful and managed to get the view back to how I needed it. I’d just appreciate more communication or flexibility around major UI changes. Review collected by and hosted on G2.com.

Monday CRM offers a comprehensive overview of tasks and services, allowing teams to manage workflows efficiently. The system's flexibility in customizing boards and columns ensures that every team can tailor the platform to their specific needs, enhancing productivity and collaboration. Review collected by and hosted on G2.com.

Monday CRM is a user-friendly and clear system. The interface is straightforward, and especially working with different boards, statuses, and columns makes it easy to keep track of customer contacts, tasks, and appointments. This gives us quick insight into what still needs to be done and who is responsible for what.

The possibilities to integrate Monday with other programs are convenient and can ensure that information needs to be manually transferred less often. Automations within Monday also save time, for example, by automatically changing a status or notifying someone when a task is updated.

In terms of performance, Monday generally works quickly and stably, even when there is a lot of information on a board. The price is, in my opinion, reasonably proportional to the possibilities, especially when the system is actively used by multiple colleagues.

Setting up the environment takes some time initially because there are many possibilities and settings. However, once the right structure is set up, the system is easy to use daily. The available explanations and support help with this.

The AI functionalities are an interesting addition, for example, for summarizing or processing information. For my daily use, these functions are not yet the most important part of Monday, but they can add more value in the future.

Overall, Monday mainly helps to manage work and customer information clearly in one place and provides more structure in the daily workflow. Review collected by and hosted on G2.com.

I really like monday CRM for its ease and customizable features. I value the automations and connections between boards, and especially the new AI that updates columns automatically, which is very useful. Review collected by and hosted on G2.com.

I think the integration with other tools could be improved. There should be more native integrations. I also found that the initial setup was complex and not as straightforward as I expected, although once I understood how it worked, I managed. Review collected by and hosted on G2.com.

What I like most about monday CRM is its flexibility and ease of use. It allows teams to customize their sales pipeline and workflows according to their business needs, rather than forcing them into a fixed process. I also like that customer information, communication, activities, reporting, and automation can be managed from one platform. Its dashboards provide good visibility into pipeline and team performance, while automation reduces repetitive manual work Review collected by and hosted on G2.com.

The only thing I would say is that monday CRM can have a learning curve because of its high level of customization. There are many options for workflows, automations, and dashboards, so it can initially feel overwhelming. But once you understand the platform, that flexibility becomes a major advantage Review collected by and hosted on G2.com.

I like that monday CRM is visual and easy to use, making it simple to see what's going on with projects and tasks. I also appreciate the flexibility it offers to organize things in different ways, which works really well. Review collected by and hosted on G2.com.

Some of the more advanced features can take a little time to get used to, especially when setting up more complex workflows and automations. There are also quite a lot of options, which can feel a bit overwhelming at first. I think having clearer guidance and examples when setting up more advanced workflows and automations would make the process easier. A simpler setup flow would also help users get started without feeling overwhelmed by all the options. Review collected by and hosted on G2.com.

Secure web based and easy to navigate, I can manage my sales leads effectively once set up to support the needs and demands of my pipeline Review collected by and hosted on G2.com.

Support, it is remains very poor when something goes wrong, in regards to AI no one can tell you how it is billed so we have decided not to use it until it is explained (1 year!) Review collected by and hosted on G2.com.

I find monday CRM really helpful for tracking my calls with companies I work with because I use forward actions to notify me when to call someone, which keeps me contacting people regularly. The ability to leave updates lets me pick right up from where I left off in conversations. I like how easy it is to navigate, and the master search feature is really good. The way you can compile data from many different sources is also really useful. Review collected by and hosted on G2.com.

The servers can be quite bad and it can go down a lot. It feels like sometimes some of the notes are deleted when ownership changes. Review collected by and hosted on G2.com.