--- title: monday CRM Reviews meta\_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1505 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: 1505 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- ### monday CRM Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs. [(190 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1247531&qs=pros-and-cons#reviews) Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use. [(107 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242562&qs=pros-and-cons#reviews) Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs. [(104 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1246772&qs=pros-and-cons#reviews) Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly. [(103 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242770&qs=pros-and-cons#reviews) Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly. [(82 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243140&qs=pros-and-cons#reviews) Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness. [(78 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243219&qs=pros-and-cons#reviews) Users find the **learning curve steep** for new teammates, making integration and usability challenging initially. [(76 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242898&qs=pros-and-cons#reviews) Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness. [(62 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242917&qs=pros-and-cons#reviews) Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times. [(54 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243569&qs=pros-and-cons#reviews) Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity. [(47 mentions)](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243535&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of monday CRM ##### 1. Ease of Use Users appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs. [ See 190 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1247531&qs=pros-and-cons#reviews) See Related User Reviews ![Josue (Lolo) R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josue (Lolo) R.") JR Josue (Lolo) R. Small-Business (50 or fewer emp.) 4.5/5 "Game Changer CRM" What do you like about monday CRM? Monday.com has truly transformed the way I manage projects, delegate tasks, and keep my team aligned. I love how visual and intuitive the platform is— ![Tiffany L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tiffany L.") TL Tiffany L. Enterprise (\> 1000 emp.) 4.0/5 "Customizable Dashboards That Keep Our Team Organized" What do you like about monday CRM? Monday CRM fulfills all of my team's needs for scheduling and tracking. The customizable dashboards are very helpful and allows us to stay organized a ##### 2. Integrations Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use. [ See 107 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242562&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Effortless Organization and Collaboration with Monday CRM" What do you like about monday CRM? Monday CRM stands out for its simple and visual design that helps teams stay organized and connected. You can easily manage leads, contacts, and proje ![Lyudmil S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lyudmil S.") LS Lyudmil S. Small-Business (50 or fewer emp.) 4.0/5 "Clean, concise, useful!" What do you like about monday CRM? Using the CRM can really help a company scale more easily. It provides a lot of room for involving all the different teams in a company and streamline ##### 3. Customizability Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs. [ See 104 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1246772&qs=pros-and-cons#reviews) See Related User Reviews ![Josue (Lolo) R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josue (Lolo) R.") JR Josue (Lolo) R. Small-Business (50 or fewer emp.) 4.5/5 "Game Changer CRM" What do you like about monday CRM? Monday.com has truly transformed the way I manage projects, delegate tasks, and keep my team aligned. I love how visual and intuitive the platform is— ![Tiffany L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tiffany L.") TL Tiffany L. Enterprise (\> 1000 emp.) 4.0/5 "Customizable Dashboards That Keep Our Team Organized" What do you like about monday CRM? Monday CRM fulfills all of my team's needs for scheduling and tracking. The customizable dashboards are very helpful and allows us to stay organized a ##### 4. Automation Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly. [ See 103 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242770&qs=pros-and-cons#reviews) See Related User Reviews ![Josue (Lolo) R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josue (Lolo) R.") JR Josue (Lolo) R. Small-Business (50 or fewer emp.) 4.5/5 "Game Changer CRM" What do you like about monday CRM? Monday.com has truly transformed the way I manage projects, delegate tasks, and keep my team aligned. I love how visual and intuitive the platform is— ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Effortless Organization and Collaboration with Monday CRM" What do you like about monday CRM? Monday CRM stands out for its simple and visual design that helps teams stay organized and connected. You can easily manage leads, contacts, and proje ##### 5. Intuitive Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly. [ See 82 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243140&qs=pros-and-cons#reviews) See Related User Reviews ![Josue (Lolo) R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josue (Lolo) R.") JR Josue (Lolo) R. Small-Business (50 or fewer emp.) 4.5/5 "Game Changer CRM" What do you like about monday CRM? Monday.com has truly transformed the way I manage projects, delegate tasks, and keep my team aligned. I love how visual and intuitive the platform is— ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Intuitive, Visual Dashboards and Automations That Keep Sales on Track" What do you like about monday CRM? What I like best about monday CRM is how intuitive and visual it is. The dashboards make it easy to see the status of every deal at a glance, and the ### 5 Cons or Disadvantages of monday CRM ##### 1. Missing Features Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness. [ See 78 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243219&qs=pros-and-cons#reviews) See Related User Reviews ![Lyudmil S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lyudmil S.") LS Lyudmil S. Small-Business (50 or fewer emp.) 4.0/5 "Clean, concise, useful!" What do you dislike about monday CRM? A lot of the best features are behind a pay-wall or a paid app on the marketplace. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Visual, Easy-to-Use Boards That Keep Leads and Teams Aligned" What do you dislike about monday CRM? It can feel overwhelming at first, and some key features, such as advanced automations and integrations, are often restricted to higher-tier plans. Th ##### 2. Learning Curve Users find the **learning curve steep** for new teammates, making integration and usability challenging initially. [ See 76 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242898&qs=pros-and-cons#reviews) See Related User Reviews ![Filippo T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Filippo T.") FT Filippo T. Small-Business (50 or fewer emp.) 4.5/5 "Flexible, Visual CRM That Makes Tracking Leads and Deals Easy" What do you dislike about monday CRM? While Monday CRM is flexible and visually intuitive, it can sometimes feel overwhelming due to the number of options and settings. Customizing boards ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Visual, Easy-to-Use Boards That Keep Leads and Teams Aligned" What do you dislike about monday CRM? It can feel overwhelming at first, and some key features, such as advanced automations and integrations, are often restricted to higher-tier plans. Th ##### 3. Limited Features Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness. [ See 62 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242917&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Effortless Organization and Collaboration with Monday CRM" What do you dislike about monday CRM? Monday CRM can get costly if your team needs more features or extra users. Some people find the mobile app less smooth than the desktop version. - YEs ![Lyudmil S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lyudmil S.") LS Lyudmil S. Small-Business (50 or fewer emp.) 4.0/5 "Clean, concise, useful!" What do you dislike about monday CRM? A lot of the best features are behind a pay-wall or a paid app on the marketplace. ##### 4. Limited Customization Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times. [ See 54 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243569&qs=pros-and-cons#reviews) See Related User Reviews ![Filippo T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Filippo T.") FT Filippo T. Small-Business (50 or fewer emp.) 4.5/5 "Flexible, Visual CRM That Makes Tracking Leads and Deals Easy" What do you dislike about monday CRM? While Monday CRM is flexible and visually intuitive, it can sometimes feel overwhelming due to the number of options and settings. Customizing boards HK Hareesh K. Small-Business (50 or fewer emp.) 5.0/5 "Quick, Insightful Pipeline Reports in an Easy-to-Navigate Interface" What do you dislike about monday CRM? Advanced reporting is useful, but it needs more customization options to better fit my needs. ##### 5. Expensive Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity. [ See 47 mentions ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243535&qs=pros-and-cons#reviews) See Related User Reviews ![Josue (Lolo) R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josue (Lolo) R.") JR Josue (Lolo) R. Small-Business (50 or fewer emp.) 4.5/5 "Game Changer CRM" What do you dislike about monday CRM? I don’t like that you have to purchase user licenses in blocks of five. It’s frustrating when you only need one or two extra users but are forced to p ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Effortless Organization and Collaboration with Monday CRM" What do you dislike about monday CRM? Monday CRM can get costly if your team needs more features or extra users. Some people find the mobile app less smooth than the desktop version. - YEs AH Ashley H. Employee Expereince Mid-Market (51-1000 emp.) 8/10/2026 "Flexible, User-Friendly CRM That Streamlines Pipelines and Boosts Team Efficiency" 4/5 What do you like best about monday CRM? What I like most about monday CRM is how flexible and easy it is to customize. Unlike many traditional CRM systems that can feel rigid or overly complex, monday CRM lets teams tailor pipelines, workflows, and dashboards to fit their specific sales process. That flexibility made adoption much smoother for us and allowed our team to start tracking opportunities and customer interactions quickly, without a lot of setup or training. The visual pipeline management is especially valuable. Having a clear, real-time view of leads, deals, and activities helps our team stay organized, prioritize follow-ups, and spot opportunities that need attention before they stall. The drag-and-drop functionality, along with customizable columns, makes updating records fast, straightforward, and intuitive. Automation is another feature that delivers real value. Automated reminders, status updates, and task assignments reduce manual administrative work and help ensure important customer interactions don’t fall through the cracks. As a result, we’ve seen more consistency across the sales process and more time freed up for relationship-building and revenue-generating work. I also appreciate the reporting dashboards, which provide immediate visibility into pipeline health, sales performance, and forecasted opportunities. One unexpected benefit has been stronger collaboration between teams, since everyone can access the same customer information and activity history in a single, centralized place. Overall, monday CRM helps streamline our sales process, improve visibility, and boost team efficiency while staying user-friendly and highly adaptable. Review collected by and hosted on G2.com. What do you dislike about monday CRM? While monday CRM is highly flexible and easy to customize, that flexibility can sometimes make it challenging to configure more advanced sales processes and reporting. New users may need time to understand how to structure boards, automations, and dashboards to get the most value from the platform, which can slow initial adoption. Another area for improvement is the depth of native CRM functionality compared to some long-established CRM platforms. Features such as advanced sales forecasting, territory management, and more sophisticated customer relationship tracking could be expanded to better support larger or more complex sales organizations. Reporting and analytics are useful, but creating highly customized reports across multiple pipelines or teams can require additional setup and manual configuration. More out-of-the-box sales dashboards and AI-driven insights would make it easier to identify trends, forecast performance, and uncover opportunities for improvement. Integrations are generally strong, but maintaining data consistency across connected systems can sometimes require additional oversight. Enhanced data management tools and duplicate record detection would help improve accuracy and reduce administrative effort. Overall, monday CRM provides an excellent balance of usability and flexibility, but improvements in advanced CRM capabilities, reporting, onboarding guidance, and data management would make the platform even more powerful as organizations scale their sales operations. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? Before implementing monday CRM, we struggled to keep customer information, sales activities, and pipeline updates organized across multiple tools, spreadsheets, and email threads. This made it difficult to maintain visibility into deal progress, track follow-up activities consistently, and generate reliable sales reports. As a result, opportunities could be delayed, and sales forecasting required significant manual effort. With monday CRM, we now have a centralized platform where leads, contacts, activities, and opportunities are tracked in real time. The visual sales pipeline provides clear visibility into every stage of the customer journey, making it easier to prioritize high-value opportunities and ensure timely follow-up. Automated reminders, notifications, and workflow actions help reduce manual administrative tasks and keep sales processes moving forward. One of the biggest benefits has been improved visibility and accountability across the team. Everyone has access to the same up-to-date customer information, which improves collaboration and reduces time spent searching for updates. Managers can quickly monitor pipeline health, identify potential bottlenecks, and make more informed decisions using real-time dashboards and reporting. We've also seen meaningful efficiency gains. Tasks that previously required manual tracking and status updates are now automated, saving several hours each week. Having a single source of truth for customer and sales data has improved data accuracy, strengthened follow-up consistency, and helped create a more predictable sales process. Overall, monday CRM solves challenges related to fragmented customer data, limited pipeline visibility, and inefficient sales administration. The result is better team alignment, improved customer engagement, faster response times, and more time spent building relationships and driving revenue rather than managing spreadsheets and manual processes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Rica F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rica F.") RF Rica F. Delegate Events Assistant Small-Business (50 or fewer emp.) 8/9/2026 "monday CRM Makes Contact and Lead Tracking Easy with Clear Sales Visibility" 5/5 What do you like best about monday CRM? What I like most about monday CRM is how easy it is to organise and track contacts, leads, and tasks in one place. It gives good visibility across the sales process, makes it easier to follow up with prospects, and helps keep the team aligned. The customisable boards and clear tracking also make it easy to manage different workflows and stay on top of priorities. Review collected by and hosted on G2.com. What do you dislike about monday CRM? One downside is that monday CRM can take some time to set up and customise, especially when managing more complex workflows. Some features can also feel less intuitive at first, and there can be a lot of information on screen, which can make it harder to quickly find what you need. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? monday CRM helps us keep contact information, tasks, follow-ups, and communication organised in one place. It makes it easier to track prospects and manage the sales process, reduces the risk of missing follow-ups, and gives the team better visibility of progress and priorities. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite AB Ashley B. Employee Engagement Specialist Mid-Market (51-1000 emp.) 8/6/2026 "Highly Customizable, Easy-to-Use CRM That Boosts Efficiency and Collaboration" 4/5 What do you like best about monday CRM? What I like best about monday CRM is how customizable it is while still being easy to use. We use it to manage workflows across multiple teams, and being able to tailor boards, automations, dashboards, and views to fit our exact processes has made a significant difference in efficiency. The drag-and-drop interface, color-coded statuses, and customizable columns make it easy for users to quickly understand where work stands without extensive training. The automation capabilities have eliminated many repetitive manual tasks, such as assigning owners, sending notifications, updating statuses, and moving items between boards. This has reduced errors and helped our team stay on top of deadlines. The dashboards also provide real-time visibility into workloads and project progress, making it much easier to identify bottlenecks and report on key metrics. Another standout feature is the integrations. Connecting monday CRM with tools like Outlook, Microsoft Teams, and other business applications keeps information synchronized and reduces duplicate data entry. The platform performs reliably even as our boards have grown, and it's responsive enough for daily use across multiple departments. I've also been impressed with monday AI. Features like AI-generated summaries, writing assistance, and formula generation help streamline routine work and save time, especially when building new workflows or documenting updates. Combined with an intuitive onboarding experience, a large library of templates, and extensive knowledge base resources, it's easy for both new and experienced users to become productive quickly. Overall, monday CRM has improved collaboration, increased visibility into our processes, and reduced administrative work. The flexibility and time savings have provided excellent value for our organization. Review collected by and hosted on G2.com. What do you dislike about monday CRM? While monday CRM is highly flexible, that flexibility can also create a learning curve. Setting up more advanced automations, formulas, and cross-board workflows often requires trial and error, and some features aren't as intuitive as they could be for new users. More guided setup wizards or contextual help within the platform would make the onboarding experience smoother. The AI features are promising, but they're still evolving. While they can save time with content generation and summaries, I'd like to see more intelligent workflow recommendations, deeper automation capabilities, and better context awareness across boards. Expanding AI's ability to proactively identify bottlenecks, suggest process improvements, or surface relevant insights would add even more value. Integrations generally work well, but some require third-party services or higher-tier plans to unlock their full potential. Having more native integrations and fewer limitations on automation actions would make it easier to build connected workflows without additional complexity. Performance is typically reliable, but very large boards with numerous automations and connected items can occasionally feel slower to load or navigate. Improving responsiveness for larger, more complex workspaces would enhance the overall user experience. Finally, while monday CRM offers a wide range of features, some of the most valuable capabilities are reserved for higher pricing tiers. Organizations may find themselves needing to upgrade to access essential automation or reporting functionality. Offering more flexibility in feature packaging would provide better value, especially for growing teams. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? Before implementing monday CRM, many of our processes were spread across emails, spreadsheets, and manual tracking, making it difficult to keep projects organized and ensure everyone had visibility into the latest updates. Following up on tasks, tracking ownership, and reporting progress often required additional administrative work and frequent status meetings. With monday CRM, we've centralized our workflows into one platform where teams can collaborate in real time. Automated notifications, status updates, recurring tasks, and workflow automations have significantly reduced manual effort and helped ensure that important steps aren't missed. Team members always know what they're responsible for, and managers have immediate visibility into project status through dashboards and reporting. The platform has also improved accountability by clearly assigning ownership and providing transparency into deadlines and progress. Instead of spending time gathering updates from multiple sources, we can quickly access real-time information, allowing us to focus on higher-value work. Another major benefit has been the ability to customize workflows for different departments without requiring separate tools. This has streamlined processes, improved collaboration, and created a more consistent experience across teams. We've also been able to build automations that save hours of repetitive work each week by eliminating manual data entry and routine follow-up tasks. Overall, monday CRM has helped us increase efficiency, improve communication, reduce administrative overhead, and make better, data-driven decisions through centralized reporting and real-time visibility into our work. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Nathan G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan G.") NG Nathan G. Creative Specialist Mid-Market (51-1000 emp.) 8/6/2026 "My honest experience with Monday CRM" 3.5/5 What do you like best about monday CRM? I've been using Monday CRM for a while now, and it's honestly been a solid experience overall. The first thing that stood out to me was the UI. Everything looks clean and modern, and it's pretty easy to figure out where everything is without spending hours watching tutorials. Setting up pipelines and customizing boards was a lot more straightforward than I expected. I also like how well it integrates with the other tools we already use. Connecting emails, calendars, and other apps didn't take much effort, and the automations have saved us quite a bit of time on repetitive tasks. Performance has been great for the most part. Pages load quickly, automations run reliably, and I haven't run into any major slowdowns during normal day-to-day use. Pricing isn't the cheapest out there, but I think the value is worth it if you're actually making use of the automations and workflow features. It definitely helps cut down on manual work, so it ends up paying for itself over time. Getting started was easier than I expected too. There are plenty of guides and templates available, and whenever I had questions, I was able to find answers pretty quickly. Support has also been helpful whenever I needed it. The AI features are a nice bonus. They're not revolutionary, but they're genuinely useful for things like generating content, summarizing updates, and speeding up routine tasks. I can see them becoming even more useful as they continue to improve. Overall, I'd definitely recommend Monday CRM if you're looking for something that's easy to use, flexible, and powerful enough to grow with your team. It's not perfect, but it's one of the better CRM platforms I've worked with. Review collected by and hosted on G2.com. What do you dislike about monday CRM? I really wanted to like Monday CRM, but after using it for a while, there were a lot of things that became frustrating. The UI looks great at first, but once your workspace starts growing, it can feel cluttered fast. There are so many customization options that even simple tasks sometimes take more clicks than they should, and finding certain settings isn't always intuitive. The integrations are decent, but some of the more useful ones either require higher-tier plans or extra setup through third-party automation tools. I was expecting a smoother experience without having to jump through additional hoops. Performance has also been hit or miss for me. Smaller boards work fine, but larger projects with lots of automations can start feeling sluggish. I've also run into occasional delays with updates syncing, which isn't ideal when multiple people are working at the same time. Pricing is probably my biggest complaint. It starts out looking reasonable, but once you need more advanced features or your team grows, the costs add up pretty quickly. It feels like some features that should be standard are locked behind more expensive plans. The onboarding experience wasn't as smooth as I expected either. There are plenty of tutorials, but because the platform is so customizable, it sometimes feels like you're expected to figure out the "right" way to build your own system. Customer support has been okay, but getting answers to more complex questions can take longer than I'd like. As for the AI features, they feel more like nice extras than something I'd actually rely on every day. They're helpful once in a while, but I don't think they're advanced enough to justify choosing Monday CRM over another platform. Overall, Monday CRM has plenty of potential, but for me, the growing complexity, rising costs, and occasional performance issues outweighed the benefits. It isn't a bad product, but I expected a smoother experience considering the price. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? One of the biggest problems Monday CRM solves is keeping everything in one place. Before using it, it was easy for customer information, emails, notes, and follow-ups to end up scattered across different apps or spreadsheets. Having everything organized in a single workspace makes it much easier to stay on top of leads and customer relationships. It also does a great job of eliminating repetitive manual work. Instead of constantly updating statuses, assigning tasks, or sending reminders, you can automate a lot of those routine processes. That not only saves time but also helps reduce human error and ensures nothing slips through the cracks. Another huge benefit is visibility. Everyone on the team can quickly see where deals are in the pipeline, who's responsible for what, and what needs attention next. That level of transparency makes collaboration much smoother and cuts down on unnecessary back-and-forth communication. I also appreciate how flexible the platform is. Every business has its own way of managing customers and sales, and Monday CRM makes it easy to tailor workflows instead of forcing you into a rigid system. As your business grows, you can continue building on what you've already created instead of starting over with a completely different platform. The reporting and dashboards are another major advantage. Being able to see sales performance, workload, and pipeline health at a glance helps managers make better decisions without digging through multiple reports. It gives you a much clearer picture of what's working and what needs improvement. The AI and automation features are also becoming increasingly valuable. They help speed up repetitive administrative tasks, summarize information, and keep workflows moving with less manual effort. While they're not a replacement for human decision-making, they do free up time so teams can focus more on building customer relationships and closing deals. Overall, Monday CRM brings structure to what can otherwise become a chaotic sales process. It helps teams stay organized, communicate more effectively, automate repetitive work, and make better decisions using real-time data. The result is a more efficient workflow, better customer management, and a system that can scale alongside your business. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Joao R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joao R.") JR Joao R. Digital Strategist Small-Business (50 or fewer emp.) 8/2/2026 "Easy to Use, Visually Pleasing, and Quick to Rearrange" 4.5/5 What do you like best about monday CRM? What I like most about monday CRM is how intuitive it is to use. The interface is clean, visually appealing, and it's very easy to navigate, even when managing a large number of deals or contacts. The drag-and-drop functionality makes it quick to reorganise pipelines and update records, which helps keep everything organised without feeling like an administrative task. Overall, the platform feels responsive and well designed, and I rarely have to spend time figuring out where things are. It's a CRM that doesn't get in the way of your work, making it easier to stay on top of tasks and collaborate with the rest of the team. The only integration I use directly is with Clockify and it works fine. I never needed their support and never used their AI tools, so my perspective on these at the moment is neutral. Review collected by and hosted on G2.com. What do you dislike about monday CRM? One downside I've noticed is that the platform can occasionally be a bit glitchy. It's not something that happens often enough to stop me from using it, but every now and then a page doesn't refresh properly or requires another click to update. I also found that the default notification settings are quite aggressive. Without adjusting them, it's easy to receive more notifications than necessary, which can become distracting. It would be helpful if the default notification preferences were a bit more conservative or if there were a simpler onboarding step to help users customise them from the start. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? Monday has helped us centralise our work in one place. Instead of relying on emails or separate spreadsheets to keep track of tasks, we can assign work to the right people, monitor progress, and clearly see who is responsible for each activity. For me personally, it's been particularly useful for organising my workload and planning my schedule. Having all my tasks, deadlines, and updates in a single platform makes it much easier to prioritise work and avoid missing follow-ups. It has also improved visibility across the team, making collaboration and project tracking much more straightforward. Review collected by and hosted on G2.com. Show More 8/5/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Auni C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Auni C.") AC Auni C. Tender Estimator Small-Business (50 or fewer emp.) 8/3/2026 "User-Friendly, Customisable Platform That Keeps Teams Aligned" 5/5 What do you like best about monday CRM? I like that it's very user-friendly and intuitive, making it easy for teams to get up and running quickly. Everything is kept in one central place, which makes tracking projects, tasks, contacts, and communication much more efficient. I also appreciate how customisable the platform is, allowing it to be adapted to different workflows, departments, and business needs. The dashboards, automations, and reporting features help keep everyone aligned and provide good visibility across projects. Review collected by and hosted on G2.com. What do you dislike about monday CRM? One challenge has been managing variations, purchase orders, and the integration with Xero for invoicing. While monday CRM has the capability to support these processes, setting them up and streamlining the workflow can be a bit complex and still requires further development on our side. That said, the platform is highly flexible, and I believe there are features and automations available that we can make better use of to improve these areas. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? monday CRM has helped bring all of our business processes together into one platform, from lead generation and opportunity tracking through to quoting, procurement, project management, and production for our fit-out and construction projects. One of the biggest benefits is having a centralised database that provides visibility across the entire project lifecycle, reducing the need for multiple spreadsheets and disconnected systems. Within procurement, we've been able to set up automations for awarded subcontractors and suppliers, which improves efficiency and reduces manual administration. We've also created client-facing forms that automatically generate records and workflows within monday CRM, helping streamline information collection and ensuring project data is captured consistently. Overall, it has improved team collaboration, project visibility, and process efficiency while allowing us to customise workflows to suit our business requirements. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Lucas R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lucas R.") LR Lucas R. Business Intelligence Analyst II Small-Business (50 or fewer emp.) 7/27/2026 "Game-changer for workflow organization and cross-team collaboration" 5/5 What do you like best about monday CRM? What I appreciate most about monday CRM is its highly visual, intuitive UI/UX. The customizable drag-and-drop boards make it easy to track deals and manage pipeline stages, which has made the process feel effortless and saves our team hours of spreadsheet updates each week. It’s also improved our overall performance and day-to-day workflow by pulling us away from scattered communication. With automated task notifications, clear item assignments, and centralized activity logs, everyone on the team knows exactly who owns each task at any given time. Another unexpected benefit has been the strength of its native AI and integration ecosystem. Connecting monday CRM directly to our email and internal chat tools—combined with AI-driven summaries and automated lead routing—helps us respond to opportunities faster while cutting down on repetitive data entry. Overall, the platform delivers a great support interface, strong ROI by streamlining cross-team communication, performance and giving us complete clarity over our operations. Review collected by and hosted on G2.com. What do you dislike about monday CRM? While monday CRM is highly effective overall, there are a few areas that could be improved: Pricing Tier Limits & ROI for Small Teams: The pricing structure can be somewhat rigid. Certain advanced features—such as deep reporting analytics, high-volume automation runs, and complex permission settings—are locked behind higher-tier plans (Pro or Enterprise). For smaller teams or scaling businesses, this jump in cost can impact the platform's overall ROI. Advanced Integrations & Custom Formulas: While basic integrations (like email syncing) work well, setting up complex multi-step integration sequences or advanced formula columns requires a steep learning curve. Enhancing the formula builder with more intuitive guides or expanded pre-built integration templates would greatly reduce setup friction. Performance with Massive Datasets: When handling extremely large datasets with hundreds of active boards and automated triggers, board load times can occasionally slow down. Optimizing system performance for heavy data processing and offering more granular onboarding support for advanced database architecture would improve the long-term user experience. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? I use monday CRM to organize our daily demands and solve time problems. It organizes ideas and problems, enhances collaboration, and helps our team work more efficiently. Review collected by and hosted on G2.com. Show More 7/28/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Josue (Lolo) R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josue (Lolo) R.") JR Josue (Lolo) R. Business Development Director Small-Business (50 or fewer emp.) 8/6/2025 "Game Changer CRM" 4.5/5 What do you like best about monday CRM? Monday.com has truly transformed the way I manage projects, delegate tasks, and keep my team aligned. I love how visual and intuitive the platform is—it gives me a clear snapshot of what’s happening across multiple workflows, whether it’s sales, marketing, or event planning. The ability to customize each board to match our exact processes allows us to stay organized without being boxed into a rigid system. I especially appreciate the automations and status updates that reduce the need for constant follow-ups and reminders. One of my favorite features is how easy it makes collaboration. With Monday.com, my assistant and I can stay on the same page, track progress in real time, and assign action items that are never lost or forgotten. It helps streamline communication with internal team members and external vendors, making our business operations more efficient and productive. It’s more than a project management tool—it’s a central hub that brings clarity, accountability, and structure to everything we do. Review collected by and hosted on G2.com. What do you dislike about monday CRM? I don’t like that you have to purchase user licenses in blocks of five. It’s frustrating when you only need one or two extra users but are forced to pay for five. For small or growing teams, this pricing model doesn’t feel fair or scalable. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? Before using Monday CRM, it was easy for tasks and follow-ups to slip through the cracks—especially with so many moving parts in sales, marketing, and vendor coordination. Now, Monday helps me stay organized and in control of every client, project, and deadline. It brings transparency to my sales pipeline, helps me delegate tasks efficiently, and keeps my assistant and partners aligned on what needs to be done. The biggest benefit is peace of mind. I don’t have to rely on memory or scattered notes. Everything is in one place, easy to visualize, and accessible anytime. That saves time, increases productivity, and ensures that nothing gets overlooked—whether it’s a proposal, a campaign launch, or an important client meeting. Review collected by and hosted on G2.com. Show More 7/27/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Tara B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tara B.") TB Tara B. Manager of Customer Success Small-Business (50 or fewer emp.) 7/20/2026 "Easy to Use and Integrate, with Simple Performance Monitoring" 5/5 What do you like best about monday CRM? It’s been very easy to use and integrate, and it was simple to get my staff to start using all the platforms I’ve created. I really like the automations I can set up because they help me monitor performance. I can also track my staff’s performance easily, and I appreciate being able to incorporate all my boards within each other. Review collected by and hosted on G2.com. What do you dislike about monday CRM? I don’t like that we have to pay for the workspace and the CRM separately. I really think there should be a bundled package for customers who use more than one module, instead of having to purchase each one on its own. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? Previously, my company managed all our accounts and contacts in spreadsheets. Now everything is organized, easy to update, and accessible to everyone who needs it. It also helps keep our teams on track with sales, leads, and deals, and we can view our team’s daily performance at a glance. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Eduard V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eduard V.") EV Eduard V. Head of Partnerships Mid-Market (51-1000 emp.) 7/15/2026 "Flexible Boards + GraphQL API: Turned monday into a Powerful Data Source" 4/5 What do you like best about monday CRM? The flexibility of the board structure combined with the API access. I've been able to pull data out via GraphQL and sync it to Google Sheets across multiple boards, which let me build custom reporting and automations that fit our exact workflow rather than forcing us into a rigid template. The ability to structure boards per provider/deal and then query it all programmatically has been the biggest win for me — it turns monday from just a tracking tool into a data source I can build on top of. Review collected by and hosted on G2.com. What do you dislike about monday CRM? The API has some frustrating limits — pagination on GraphQL queries gets tedious when you're pulling larger datasets, and rate limits can slow down syncs. Some of the more advanced automations and integrations sit behind higher pricing tiers, so getting full value means paying up. And occasionally the flexibility works against you: with so many ways to structure boards, keeping things consistent across a team takes discipline that the tool doesn't really enforce on its own. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? Before, our provider and partnership data lived in scattered spreadsheets and threads, so tracking the state of each deal and negotiation meant a lot of manual chasing and copy-pasting. With monday we centralized all of that into structured boards — one clear source of truth for every provider relationship, contract status, and action item. The UI made onboarding the team straightforward: the visual board layout is intuitive enough that people picked it up with minimal training. The biggest benefit came from the integrations. We were spending hours each week manually compiling reports; now we pull data out via GraphQL across multiple boards and sync it automatically into Google Sheets, which feeds our reporting and downstream tools. That turned a recurring multi-hour manual task into something that runs on its own, and removed the human errors from copy-pasting between systems. Performance holds up well even across several large boards, though very large GraphQL pulls need pagination to stay smooth. On ROI, the time saved on admin and reporting has clearly justified the cost, even if some of the more advanced automations sit behind higher tiers. Support and onboarding resources (docs, templates, the API reference) were solid enough to get us self-sufficient quickly. The AI features are a newer addition — we've only lightly explored them so far, but they show promise for summarizing and automating updates. The net result: less time on admin, more reliable data for decision-making, and a shared view that keeps a distributed team aligned without constant status-check messages. Review collected by and hosted on G2.com. 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