--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1471 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: 1471 scale: '5' date_modified: '2026-08-08' 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:** 1,471 ## 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. End-to-End Lead Tracking and Dashboards That Keep Us on Top of Follow-Ups **Rating:** 4.0/5.0 stars **Reviewed by:** Mariam R. | Marketing Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2026 **What do you like best about monday CRM?** Monday CRM lets me track leads from first inquiry all the way to project completion. I like linking leads to proposal, site visits, and finished projects in one place. Automation reminds me to follow up after proposal and flag when a project is ready for photos and case studies. Dashboards makes it easy to show leadership where leads come from and which services win most. **What do you dislike about monday CRM?** Automation limits on lower plans fill up fast during busy tender seasons. **What problems is monday CRM solving and how is that benefiting you?** It's easier to turn completed projects into marketing content and awards entries and marketing feels part of the project process, not separate from it. ### 2. Intuitive Automations That Keep Our Marketing Projects on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy H. | Marketing assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2026 **What do you like best about monday CRM?** Monday CRM is really intuitive. It allows me to create really nice automations, which makes our marketing projects easy. Our team can have everything in one place and move the phases of the project, letting the team know about it. **What do you dislike about monday CRM?** Everything is good in terms of usability **What problems is monday CRM solving and how is that benefiting you?** We have all our clients' information in one place, allowing us to have a better visibility of the sales stages. ### 3. Quick, Easy Access to Information Across Boards and Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Katie H. | Senior Talent Acquisition Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like being able to access information quickly across multiple boards and teams. **What do you dislike about monday CRM?** I wish the sort function was a bit easier to use, but I may just need to do a little more research. **What problems is monday CRM solving and how is that benefiting you?** It helps me quickly access the information and metrics I need to see where my greatest needs are from a recruiting standpoint. It also allows me to collaborate with different teams so we can maintain consistent communication and keep the workflow moving smoothly. ### 4. User-Friendly To-Do Lists, Helpful Reminders, and Great Value **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2026 **What do you like best about monday CRM?** I can create all my to-do lists and keep track of all my work items. The email reminders are helpful, and I also like that I can use it on a few other platforms as well with integration. Support is very useful and web page is user friendly. Performance is good but could use a bit attention. Pricing is good and worth every penny. Ai tools makes the work flow easier than ever love it. **What do you dislike about monday CRM?** The contact information board is difficult to use, and when I try to create it, it duplicates the board on its own. **What problems is monday CRM solving and how is that benefiting you?** It creates less times between emails with my coworkers and and gives real time updates on work items ### 5. Easy-to-Use, Fast Scheduling and CRM Tool with Clear, Up-to-Date Results **Rating:** 4.0/5.0 stars **Reviewed by:** Serena S. | Program Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** Monday is an app I use for personal, day-to-day scheduling, including business and doctor appointments, meetings, and similar items. Because of that, I find it very easy to integrate into the business sphere as a CRM. I also think it’s priced fairly for the services it provides. I tend to use it for mid- to high-level tracking and for evaluating data and current trends in my company. As for its use of AI, it’s clearly built into the programming, but it still feels manageable and doesn’t take over all my work, so it continues to feel like my own process. Overall, it’s easy to use, works quickly, and shows up-to-date, clear results. **What do you dislike about monday CRM?** There is genuinely not much to dislike. I do think part of what can be off-putting is how integrated the artificial intelligence software is, but as I noted before, it doesn’t completely detract from the overall user experience. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM provides our business with ways to get snapshot analysis for a range of needs, which lets us spend more time expanding our customer base while still delivering quality interactions in our daily output. It also saves us time when onboarding new hires, because it helps us synthesize information about company history and performance that has historically been dense and hard to digest. ### 6. Effective for Collaboration, Needs Improved Project Streamlining **Rating:** 3.5/5.0 stars **Reviewed by:** Jasmin J. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I love the automated reminders in monday CRM because they hold everyone accountable. It's a simple feature, but really strong reports allow people to see in real time where everyone is in the project, creating positive peer pressure by showing pattern behavior. This feature helps ensure everyone knows what they're responsible for, as long as we set it up correctly, and it reinforces accountability through the reports. **What do you dislike about monday CRM?** What I'm still figuring out is how to streamline my projects because some things overlap. I find it frustrating that I'm not sure how to avoid duplicating the whole sheet or project when some projects are similar. If there's a way to copy certain pieces of information or to template certain things, I don't know how to do it. I'm still struggling with the initial setup. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to coordinate youth programs with city and school district goals. The automated reminders and strong reports keep everyone accountable and informed, showing real-time progress and creating positive peer pressure. ### 7. Customizable and Cost-Effective with Minor Integration Issues **Rating:** 4.0/5.0 stars **Reviewed by:** Kristen L. | Organization Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I really like that monday CRM is highly customizable and reduces the need to patch together different software, saving us a lot of money. What I like most is that it has a plan for nonprofits and provides more education around the platform with specific uses and demos. They offer up to 10 users for free, and it's nice that you can scale up if you need other features. We also switched to monday CRM from Excel sheets because its good workflow automation saves us a lot of time. **What do you dislike about monday CRM?** Well, one thing I didn't like was that we have an integration that we use Jotform. And people would enter text into some of the form, and then it would show up on monday CRM kind of scrambled with some symbols. We have to fix this for next year, and it's a little bit of a hassle. Also, the initial setup was pretty straightforward to learn some of the basics, but it does have a bit of a learning curve once you want the workflows and automations. It took some time because we have a little bit more advanced needs. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM because it's highly customizable, reducing the need for multiple software, which cuts costs. We switched from Excel as monday CRM saves time with its good workflow automation. ### 8. Easy Client Tracking and Meaningful Reporting with Monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Sam J. | Chief Financial Officer, Enterprise (> 1000 emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** Monday CRM makes it easy for our business to track our client and member engagements, create meaningful reporting and track the output of internal teams. **What do you dislike about monday CRM?** There is nothing that I disklike about monday CRM **What problems is monday CRM solving and how is that benefiting you?** monday CRM is able to provide a platform for us to have clear visibility of actions being taken with our clients and members, creating continuity of care and visibility of contact ### 9. Simplified Client Tracking, Powerful AI Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Cam R. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I really appreciate how monday CRM has simplified tracking my client's progress from onboarding to deliverables, along with managing their general contact information. It provides a unified place to view all client details without having to log into multiple platforms, which is super helpful. I also like the integration with monday workplace, allowing me to connect tickets to the CRM. Its simplicity, paired with impactful features and AI integrations, helps me create specific solutions for my workflow. The AI integration is particularly valuable as it allows me to set up a tracker to alert me if there's a client I haven't spoken to in over a week, catching things I might have otherwise missed. The initial setup was incredibly intuitive and allowed for customization to meet our specific needs. Additionally, having monday CRM integrated with tools like Gmail, Google Drive, Aircall, Slack, and Zapier enhances its usability. **What do you dislike about monday CRM?** sometimes I wish there were more dashboard layout options or customization that I could do that wouldn't affect my team **What problems is monday CRM solving and how is that benefiting you?** monday CRM gives me a unified place to track all client information, from onboarding to deliverables. The AI integration helps catch missed client follow-ups. It simplifies communication by connecting tickets with internal teams, eliminating the need to log in to multiple systems. ### 10. Great for Project Tracking and Integrations, but Automations Can Be Unreliable **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew R. | Inside Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** It helps me keep track of my ongoing projects and the ui/ux plus available integrations are nice. It helps me boost my performance. I know our moderator uses the AI features a lot. **What do you dislike about monday CRM?** Some of the functionality is redundant or sometimes the automations do not work properly. **What problems is monday CRM solving and how is that benefiting you?** Visibility into where are projects are in the sales cycle. Helps us to have a better understanding of pricing and margin. ### 11. Powerful Reporting, Charts, Timelines, and Integrations in monday **Rating:** 5.0/5.0 stars **Reviewed by:** Olena Z. | Senior Graphic Designer, Graphic Design, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The options to create reports, charts, and timelines are my favorite part of monday, along with its integrations with numerous applications like 7pace timetracker. **What do you dislike about monday CRM?** There are a lot of automations you can build to make monday work more like a project lifecycle management system, but a lot still has to be done manually. Overall, it isn’t quite the PLM system we need. **What problems is monday CRM solving and how is that benefiting you?** Keeping track of hundreds of projects, while also capturing quantifiable data to measure success, has been really helpful. ### 12. Easy-to-Use Layout That Keeps Contacts Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Luisa W. | Senior Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about monday CRM?** What I like the most about Monday CRM is the layout and how easy it is to add contacts and keep all information organized. **What do you dislike about monday CRM?** There is nothing I dislike about Monday CRM. The app is great overall. **What problems is monday CRM solving and how is that benefiting you?** We were keeping our contacts in a Google spreadsheet, but now that the contacts are in Monday.com CRM, the whole team has access to see all contact information in each board we created for categorization. ### 13. User-Friendly with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like monday CRM for its pretty user-friendly interface and ease of use. It offers good support and I appreciate how clear the layout is. I also love the MCP connector that allows me to have Claude clean things up and check things for me directly on monday. I like how everything links and how boards will connect to each other. The automations are great too. **What do you dislike about monday CRM?** I find some issues with monday CRM. The timeline events don't update very clearly, which is a bit annoying when trying to track events across contacts, accounts, and deals. They only show up in certain places, like on the contact even if it's linked to the account and deal. I also had a hard time setting up round robin assignments and had to create a whole system for it. Also, the initial setup wasn't very easy. It took quite a bit of time to understand, and it would've been helpful to have an onboarding call to walk us through it. I spent a whole weekend setting things up. Lastly, I'd like to chat directly with monday CRM using AI features instead of relying on external services. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for project management, workflow tracking, and also as our actual CRM. Its user-friendly interface, clear layout, and good support make it easy to use. I also appreciate features like the MCP connector and automations that help streamline tasks. ### 14. Simple easy navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Mark T. | Regional Sales Manager , Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2026 **What do you like best about monday CRM?** I like the simplicity of the tool and how it’s easy to navigate between deals and call information. **What do you dislike about monday CRM?** I wish the deal section was easier to see broken out a month later to individual. I wish the app was easier to use for entering information. **What problems is monday CRM solving and how is that benefiting you?** It’s so easy to use it gives me time to do what I really want to do which is spend more time meeting and less time entering data. ### 15. Streamlined CRM with Intuitive Usability **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandria S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** I like how intuitive monday CRM is to use. I also appreciate that it feels a bit like it has a project management aspect. I like the interface and general usability. It should just be intuitive to use and easy to build within, and I think monday CRM does that. **What do you dislike about monday CRM?** Some of the extensions. I think there could be some more extensions to Monday CRM, like it should be able to connect to my Google Calendar and automatically create contacts for anyone that is on my calendar but I haven't yet emailed with. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to ensure prospects don't fall through the cracks and to follow up at appropriate intervals. ### 16. Effortless Setup, Drives Lead Conversion **Rating:** 5.0/5.0 stars **Reviewed by:** Mobile S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** I like how monday CRM makes lead capture and conversion really slick for me. I can easily capture leads to the Leads board, qualify them, and convert them to Accounts if they match my criteria, or disqualify them if they don't. Also, the setup was very easy, which was a relief. Overall, it just fits well with my needs. **What do you dislike about monday CRM?** I experience temporary stability issues with monday CRM, but they always inform me when it happens. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for capturing leads to a Leads board, qualifying them, and converting them to Accounts. It helps with lead conversion when they match criteria and disqualifies if they don't. ### 17. Love Everything About It—Especially How It Stores Data and Handles Links **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** The, the way it stores data, the wait it allows you to add links, everything about it. **What do you dislike about monday CRM?** The mobile app should be more optimized. When you add a link to the attachments area and it opens the screen if you need to add the link and the name title, it should put the cursor immediately into the Web address Bar, but you have to go and click it. Obviously, if you open that part, you’re going to add a link so the cursor should already be there. **What problems is monday CRM solving and how is that benefiting you?** It’s a great place to find information in reference once we’ve done the research on whether or not we want to bid on projects. ### 18. Monday.com Keeps My To-Do List Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer O. | AP supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** Monday.com keeps my to do list organized **What do you dislike about monday CRM?** It would be nice to be able to customize the columns in different ways **What problems is monday CRM solving and how is that benefiting you?** I work with several clients who have very large to-do lists, and Monday.com helps me keep all my thoughts and tasks organized in one place. I also like that I can add notes directly to my to-do lists, so I don’t forget what I might need later on. ### 19. Highly Customizable CRM with Limitations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I really like that monday CRM is fully customizable, which allows us to tailor it to our needs. The MI dashboards are a big plus because they show exactly where all our data is at any point. I also appreciate the automations we can build into it to make workflows easier to use. The marketplace integration with various apps is another great feature. The integration with Outlook significantly reduces the time it takes for us to manage emails, as we don't need to save them manually. Setting it up was really easy using the template workplaces, which we can adapt for our team. The ease of customization and setup truly stand out for me. **What do you dislike about monday CRM?** The only issue that we have is that there is a limit to the number of sub items if you're not on an enterprise plan. So you're limited to just 1,000 sub items, which can be a little restrictive. **What problems is monday CRM solving and how is that benefiting you?** monday CRM solves financial tracking, workflow management, and daily task management. It reduces the time to send emails with Outlook integration and automates manual dashboard work, offering a fully customizable experience. ### 20. Powerful CRM with a Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I think the thing I like most about monday CRM is that it helps me to be organized and to not forget things. I also appreciate the automated systems, like how in our project boards, when a project is done, we can mark it as done, and it automatically goes to the file for completed items. **What do you dislike about monday CRM?** There's a learning curve with monday CRM that makes it a bit challenging. I also think there are many aspects of the program that I'm not using despite having done the academy and watched many YouTube videos. It's hard to understand how the boards all work together and just using the system to the best of your ability can be difficult. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track our construction projects, list duties, assign them to different users, and make sure we stay on track. It helps me stay organized and not forget things. ### 21. Highly Customizable, Occasional Lag Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Harry S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** I like how customizable monday CRM is. It's great to provide a clear view and is very customizable, which enhances my use by allowing me to change the view to custom for high-level overviews for directors. The initial setup was very easy. **What do you dislike about monday CRM?** I find monday CRM can be slow at times, and it can sometimes lag or not update properly, which is a bit frustrating. **What problems is monday CRM solving and how is that benefiting you?** monday CRM gives me a clear view and is very customizable, making it great for customizing views for directors at a high level. Though sometimes it can lag or not update. ### 22. Straightforward, Portal-Based Project Management with EntraID Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** It is a straightforward, logical interface to classic project management tools and information. Being portal-based there are no apps required, very little in terms of system requirements, and integrates with EntraID for company-based management. **What do you dislike about monday CRM?** Monday.com handles classic CRM quite well, but for waterfall-style projects it is less efficient - our company uses Jira for waterfall-style projects. **What problems is monday CRM solving and how is that benefiting you?** It is providing a quick. simple, easy-to-understand repository of project information that allows everyone to see what is going on to the company as a whole. It makes integration and cooperation easier because the information is not spread out to different platforms (Teams, SharePoint, etc.) and is consistent in presentation. ### 23. User-Friendly Boards for Easy Project Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about monday CRM?** I use monday CRM daily for project management. It helps me organize projects and see what the status of each project is. What I like most is that it's user friendly. I also like that I can track the status of each project, and the way it will notify me if some projects are overdue. The board layout is something I really like, including the way you can set it up as a board or kanban, and the way you can assign teams and sub items. The initial setup was pretty easy. **What do you dislike about monday CRM?** {"I want to automate some things.","I want a video tutorial of how to automate some things.","ClickUp was missing the ability to create boards and sub items.","I felt ClickUp was not very user friendly.","ClickUp didn't let me tag tasks to each team."} **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM daily for project management. It helps me organize projects and see the status of each project. It's user friendly, and it notifies me if some projects are overdue. ### 24. Flexible, Customizable CRM That Keeps Our Agency Organized as We Scale **Rating:** 4.0/5.0 stars **Reviewed by:** Christian K. | Company Owner, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about monday CRM?** The biggest strength of monday CRM is its flexibility and ease of customization. It allows us to build workflows that match how our marketing agency actually operates, rather than forcing us into a rigid sales structure. We can manage leads for both musicians and business clients, automate follow-ups, track deal stages, and keep everything centralized in one place. The visual layout, automations, and integrations help our team stay organized and reduce manual work as we scale. **What do you dislike about monday CRM?** Some advanced CRM functionality requires additional configuration compared to more traditional CRM platforms. Reporting and dashboards can take time to fine-tune if you need very specific metrics, and certain automations or integrations are limited to higher-tier plans. There is also a learning curve during initial setup, especially when building more complex workflows, but this improves once the system is fully customized. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps us centralize and organize leads from multiple sources while managing relationships across both musicians and business clients. It allows our team to track deal stages, automate follow-ups, and keep communication consistent without relying on spreadsheets or manual reminders. Email automations and workflow customization save time, reduce missed opportunities, and give us better visibility into our sales pipeline, which ultimately improves conversion rates and team efficiency. ### 25. Versatile Features, But Steep Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Sara T. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about monday CRM?** I like the app features of monday CRM, particularly the ability to create separated boards. These features allow me to place and individualize each coordinated job, based on either crews or specific types of jobs, which is really helpful. **What do you dislike about monday CRM?** It can be a bit confusing as there are so many features that it requires a lot of in-depth learning and training. The initial setup was also a little bit difficult. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for scheduling and tracking, coordinating jobs and dates. The app features let me create separated boards, allowing me to place and individualize each coordinated job based on either crews or specific types of jobs. ### 26. Streamlines Lead Management, Needs Better Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Megan K. | Campus Systems and Education Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I really enjoy that I can assign things to different salespersons automatically to make it easier. The automations and the visual pipeline help us stay organized and allow multiple collaborators, keeping everything in one area. We use monday CRM to manage leads and contacts for potential student enrollments, and these features make it efficient. **What do you dislike about monday CRM?** The sales analytics could be better and having to start with a blank system is a bit challenging. It would be nice to have some foundational templates, like for contacts, deals, pipelines, and basic tracking. The setup was easy initially, but it got tricky when adding more users. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to manage leads and contacts for potential student enrollments. It helps us stay organized, allows multiple collaborators, and keeps everything in one place. I enjoy assigning tasks automatically and the visual pipeline to see our ongoing activities. ### 27. Great dashboards, but frustrating navigation, disappearing subitems, and a poor mobile app **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about monday CRM?** Organized project dashboards and reminders. **What do you dislike about monday CRM?** When following email notifications to the project subitems they're attached to, there does not seem to be a direct link from the update popup back to the corresponding project on the dashboard, which can be frustrating to navigate to when ideally the entire project dashboard would open up. Additionally, certain subitems can disappear at times and then reappear later. Finally, the app experience is abysmal and does not at all offer the efficiency of the desktop version. **What problems is monday CRM solving and how is that benefiting you?** It allows me to organize and keep track of all my projects in one centralized hub. ### 28. Streamlined Communication, Customization Needs Tweaks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I appreciate monday CRM because it allows everyone to work in one centralized location, update history for contacts, and view or add notes that the whole company can see. It streamlines communication between the company. The customization is also pretty good for what we need. While not everything we look for is available exactly, for the most part, we've been able to find ways to adjust it to reflect what we need. It's important for us to maintain a subscriber list to prevent pitching services they already have, and it helps our accounting and management team track active, canceled, or soon-to-expire subscriptions. **What do you dislike about monday CRM?** Being able to customize the columns more, especially the default columns, which sometimes results in us having duplicate information. **What problems is monday CRM solving and how is that benefiting you?** monday CRM centralizes our work, updates contact history, and streamlines company communication. It offers subscription management, preventing duplicate pitches and tracking active and expired accounts. ### 29. Organized Threads and a Reliable Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Nitsi P. | Social Media Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I do love how organized you can go with specific threads. It’s easy on the eyes! **What do you dislike about monday CRM?** The thing I dislike the most is how it loads on mobile and desktop. I seem to have to continuous scroll over and sometimes things will click out because of the UX. It gets a little frustrated. **What problems is monday CRM solving and how is that benefiting you?** It’s great loading projects because it has enough storage to take care of it. ### 30. Game-Changer for Solar Sales and Marketing.Finally Bridged the Gap Between Leads and Installations **Rating:** 5.0/5.0 stars **Reviewed by:** Dean H. | E-commerce and Digital Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** What I like most about Monday CRM is that when a lead status changes to "Site Survey Done",it automatically notifies the engineering team, creates a task , and sends an SMS update to the client. We save atleast 15 hours a week. **What do you dislike about monday CRM?** One downside I've noticed is it's per-seat pricing gets expensive quickly as I add technicians just for updates. I have to create view -only guest accounts to control cost. **What problems is monday CRM solving and how is that benefiting you?** Before,leads from our website, Shopify store, Facebook Ads, and WhatsApp were scattered.Now all solar inquiries auto-sync into one pipeline -zero leads cost ### 31. Ultra intuitive and highly customizable, a true alternative to Excel **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandre G. | Responsable Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** Monday allows for a lot of customization. When you're not an Excel expert, Monday is a real alternative. It's super intuitive and the UX is great. **What do you dislike about monday CRM?** The line-shaped model sometimes has its limits. It lacks the pivot table functionality. And a history would be great to compare with the previous weeks or days. **What problems is monday CRM solving and how is that benefiting you?** Create real-time and customizable dashboards. Cross-reference data easily and quickly. ### 32. monday CRM: Central Dashboard that Streamlines Construction Bids with Automation in Real-time **Rating:** 5.0/5.0 stars **Reviewed by:** Jeniffer B. | Sales & Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2026 **What do you like best about monday CRM?** I deal with tons of construction bids in a single day at workplace. I crown monday CRM since it is the central dashboard for the entire bid cycle. The availability of automation for handoff is another great aspect since it auto-creates the project boards when a job is awarded and pings the PM with the contract. **What do you dislike about monday CRM?** I started using monday CRM in 2022 from my previous Telecom organization and it has never let me down. **What problems is monday CRM solving and how is that benefiting you?** monday CRM help sell faster by prioritizing bids better and responding rapidly to queries since they aren’t scattered everywhere. ### 33. Complete CRM and Project Management in One **Rating:** 4.0/5.0 stars **Reviewed by:** Taryn L. | Remote Reader/Evaluator (Seasonal Position), Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I love how complete it is as a CRM, while also acting as a project management tool at the same time. **What do you dislike about monday CRM?** It's very expensive and still has a lot of bugs. There are some functionalities that just don't work correctly or the way that I'd expect them to. **What problems is monday CRM solving and how is that benefiting you?** Monday has solved our problems with workflows and making sure that important details aren't slipping through the cracks. ### 34. Customizable Forms and Automations Shine, with Clear Pipeline Tracking **Rating:** 3.5/5.0 stars **Reviewed by:** Sam A. | Franchise Support, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** The combination of customizable forms, automations, and clear pipeline views makes it a strong fit for franchise lead generation. Incoming prospects are easy to track, follow-ups can be automated, and nothing falls through the cracks. **What do you dislike about monday CRM?** The pricing can add up quickly and they move features from subscriptions from time-to-time. **What problems is monday CRM solving and how is that benefiting you?** It solves the problem of managing a high volume of prospective franchisee leads without things falling through the cracks. Our lead capture forms integrate seamlessly on our website, the automated follow-ups saves us time, and clear pipeline tracking means our team can focus on engaging prospects rather than managing manual outreach and manual tracking. ### 35. Easy to Use with Customizable Workflows That Keep the Team Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2026 **What do you like best about monday CRM?** Its ease of use, customizable workflows, and ability to keep the whole team organized and updated in one place. **What do you dislike about monday CRM?** Some advanced features require higher-tier plans, and setting up complex workflows can be time-consuming. The reporting and customization options could also be more flexible. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps us keep all customer and project information in one place, making it much easier to manage tasks, track progress, and collaborate as a team. It reduces manual follow-ups, improves visibility across workflows, and helps ensure nothing gets missed. This saves time, improves communication, and increases overall efficiency. ### 36. Live, Shared Data That Keeps Everyone Aligned **Rating:** 4.0/5.0 stars **Reviewed by:** Jayne S. | Golf Relationship Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2026 **What do you like best about monday CRM?** Its live data and everyone can use it at once **What do you dislike about monday CRM?** Cant make personal boards without our company subscribing to a higher package. I just have access but it would be good If i could create my own boards to then have all my management docs and to do in one site **What problems is monday CRM solving and how is that benefiting you?** Note taking, CRM database, Tagging, Providing information, ### 37. Effortless Organization, Powerful Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about monday CRM?** I love the color organization, task management, and alerts in monday CRM. Being able to put things in documents and lock them for certain permissions is amazing. These features allowed me to organize every project, role, task, and appointment. I could manage different vendors and clients effectively and present in high-level meetings with stakeholders, directors, and department heads. This kept me organized on tasks, productive, and even profitable. The initial setup was easy, and the walk-through by a great customer success manager made it seamless. **What do you dislike about monday CRM?** I think the pricing's a little bit on the cheaper side for independent entrepreneurs. I wish there was a trial that lasted a little bit longer. Also, I would try to gear it more towards fashion industry professional creatives because they could really hone into all of them. I like it better than using Slack, but I wish it had some features like Slack. **What problems is monday CRM solving and how is that benefiting you?** monday CRM allows me to organize every project, role, and task, manage appointments, and coordinate with vendors and clients effectively. ### 38. Flexible, Visual Sales Workflow with Custom Pipelines and Clean, Intuitive UI **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about monday CRM?** The best thing about this platform is its flexibility and a visual kind of approach to managing our entire sales workflow. Also, this platform allows us to customise our sales pipelines, dashboards and autoomations based on our exact business needs. Their interface is very clean and intuitive, and their colour-coded boards are very helpful to track deals and our cross-team activities. Also, their ability to integrate sales and project management modules is very effective. **What do you dislike about monday CRM?** This platform is very flexible, but they overdid it. Specifically for new users, their learning curve is a bit complex in setting up workflows right from scratch. And their advanced automations and integrations are available only in the higher-tier plans, this increase the plan usage credits. Their reporting dashboard is also needed more extensive options, should be tuned as well. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM platform helps me in solving the problem of having scattered workflows by centralising sales pipelines, customer data, and also cross-team collaboration in a single platform. This platform also improves visibility on our sales cycle and reduces manual tracking, it also automated repitative tasks. Overall gives us better pipeline management and improves our team efficiency in regards to sales and marketing. ### 39. Great for Integrations, Collaboration. Can be improved for IC overview **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2026 **What do you like best about monday CRM?** I like that monday CRM is easy to integrate with other platforms. It's valuable for triggering automations, like raising an IT help desk ticket which can trigger the creation of tickets in dev Jira boards. The integration also helps trigger automations into our CMS. Also is very customisable and easy to collaborate with other teams. **What do you dislike about monday CRM?** The search function is sometimes overengineered, making it hard to use because it takes time to load across boards. It's also sometimes not clear how to find items I've been tagged in/assigned - have to scroll through notifications. The comment section can also sometimes be hard to follow as it gets longer. **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM for tracking and managing projects, and it helps with collaboration and integration to other platforms and automations. ### 40. Everything in One Place for Better Company-Wide Organization **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley G. | Account Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2026 **What do you like best about monday CRM?** Everything is in one place, which has really helped bring more organization to our department and the company overall. **What do you dislike about monday CRM?** There was a bit of a learning curve at first, but overall there’s nothing I truly dislike about it. **What problems is monday CRM solving and how is that benefiting you?** It has helped us keep track of our metrics and has provided a consistent standard for reviewing performance across the team. ### 41. Efficient Deal Management, But Limited Enthusiasm **Rating:** 5.0/5.0 stars **Reviewed by:** Leticia A. | Senior Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about monday CRM?** I use monday CRM to track leads, opportunities, and quotations. I love that everything is on the same page, and I can quickly generate the charts or filters I need. I particularly like the deal stages because I can view at a glance the current stage of opportunities, which really helps in managing my sales process. The AI agents are fantastic for booking meetings and prioritizing leads, enhancing my workflow significantly. I was already in love with monday, and the transition to monday CRM was transparent because I was familiar with monday. **What do you dislike about monday CRM?** The minimun 3-user suscription **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track leads and opportunities. It helps by having everything on the same page and generating necessary charts quickly. I love the deal stages for glancing at opportunities and the AI agents for booking meetings and prioritizing leads. ### 42. Easy to use, give it a try for your business **Rating:** 5.0/5.0 stars **Reviewed by:** Emily M. | Account manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about monday CRM?** It is easy to use and you learn quickly how to take the best of it. **What do you dislike about monday CRM?** The automations sometimes disconnect, and it makes it hard to go back to before if there is a whole team using them. For the price of the program, this process should be able to be avoided easly or at least get a more accurate response from the support team. **What problems is monday CRM solving and how is that benefiting you?** It is helping me organize the clients in a specific order, and add details according to the process of each. You can creat mltiple boards as well to differenciate them. ### 43. Smooth, Efficient Project Boards—But Task Assignments Can Get Confusing **Rating:** 3.5/5.0 stars **Reviewed by:** Leigh Ann J. | Customer Service Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** I can create different boards for different projects, and they run smoothly and efficiently with very little difficulty. **What do you dislike about monday CRM?** It can be difficult to differentiate who is assigned to handle different tasks. As a result, the wrong people sometimes end up making changes, which creates confusion. **What problems is monday CRM solving and how is that benefiting you?** It keeps my projects and tasks clearly separated, which helps my day run more efficiently and effectively. ### 44. From Spreadsheet Chaos to AI-Powered Forecasting via monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** James K. | Head of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2026 **What do you like best about monday CRM?** I run sales for a 50+-person cybersecurity firm. Since I have 8 AEs, I can’t join every call, thats why I like monday CRM since it streamlines AI deals coaching at a scale by reading Gong call notes and deal updates automatically. **What do you dislike about monday CRM?** It almost took our team a month to create boards for PenTest, SE handoff, SOC and MDR motions in my cybersecurity firm. **What problems is monday CRM solving and how is that benefiting you?** Since we were using Excel, forecasting was full of guesswork, but thanks to monday CRM since it increased quota attainment to 14% within 6 months via AI coaching. ### 45. Centralized Customer Lifecycle in One Board with monday CRM - Saves Ample Time **Rating:** 5.0/5.0 stars **Reviewed by:** Loren N. | Customer Engagement Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about monday CRM?** Centralizing our entire customer lifecycle in one board is what I like most about monday CRM - That way, I am able to easily see last order date, invoice outstanding and open compliant without switching multiple systems. **What do you dislike about monday CRM?** I use both the PC and mobile devices and they all work well - I have not yet discovered any flaws. **What problems is monday CRM solving and how is that benefiting you?** One of the problems that I was facing was disconnected customer data - with one customer 360 board I am able to see all orders, health score and feedback in one place. ### 46. Flexible, On-the-Fly Customization That Fits My Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Manco H. | Training Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I like that I am able to change and create things on the fly and change them as I need to when I want. **What do you dislike about monday CRM?** Sometimes the AI is not as intuitive as it seems. It does not always complete the tasks that I ask it to do. **What problems is monday CRM solving and how is that benefiting you?** I am able to keep my deals and payments in decent order and keep them organized. ### 47. Flexible, Visual CRM That Keeps Our Sales Process in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** mary r. | Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is how flexible and visual it is.I like how It puts contacts,deals and follow-ups on customizable boards so my whole sales process is in one place and the automations handle reminders and updates so I can spend less time on admin and more time closing deals. **What do you dislike about monday CRM?** I have no negative thoughts towards Monday CRM since I enjoy working with it. **What problems is monday CRM solving and how is that benefiting you?** It solves scattered customer data and manual follow-ups by centralizing contacts,deals and automations in one place which saves me time and helps me close deals faster. ### 48. Streamlined Task Tracking with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2026 **What do you like best about monday CRM?** 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. **What do you dislike about monday CRM?** 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. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for task tracking. It helps us see where we are in our workflow, ensuring accountability and meeting deadlines efficiently. It's user-friendly, better than Excel, and easy for tracking changes. ### 49. Clear Interface, Helpful Workshops, and Time-Saving AI Tools **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about monday CRM?** The interface is very clear and the color codes make the workflow more efficient. As a beginner, I found the support material available and the workshops very helpful. The most recent AI tools help to save time as well. **What do you dislike about monday CRM?** The dashboard views are sometimes slower to load, even though the support team was very helpful in troubleshooting. **What problems is monday CRM solving and how is that benefiting you?** We stuggled with mapping out our entire worklfow on our CRM, and thanks to the flexibility of Monday.com we were able to easily add custom workflows. In total, it saved time and reduced manual errors. ### 50. All Our Clients in One Place—Easy to Manage **Rating:** 4.0/5.0 stars **Reviewed by:** Nicolas G. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** It keeps all of our clients in one place, which makes it easy for us to manage everyone at the same time. **What do you dislike about monday CRM?** I’m used to using Notion, and I miss the level of customization that tool offers. **What problems is monday CRM solving and how is that benefiting you?** We have all our customers synchronized in one place, and all of us can edit them. That alone is a really good thing. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+17%3A25%3A59+-0500&secure%5Bsession_id%5D=b422b0c4-6db8-41ff-b28a-de14ed23af40&secure%5Btoken%5D=fd5d1dfcfbe11cf268bc597a9c992ad1cd47be9c72c3b0bc44afda12a57624f9&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) - [SlackNotify](https://www.g2.com/products/slacknotify/reviews) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Unleashed](https://www.g2.com/products/unleashed/reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews) - [Webex Suite](https://www.g2.com/products/cisco-webex-suite/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Yahoo! 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 - 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