--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1518 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: 1518 scale: '5' date_modified: '2026-08-12' 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:** 1,518 ## 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. An Amazing Tool for Tracking Brand & Event Campaign Revenue and Sales Leads **Rating:** 4.5/5.0 stars **Reviewed by:** Isaque S. | Marketing and Advertisement Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** I’m able to track the revenue we make from brands and events campaign as I’m able to work with sales department to follow leads. **What do you dislike about monday CRM?** Outdated data has lead to wrong decision making on budget and marketing. As such, automation is required to ensure that information is current and up to date. **What problems is monday CRM solving and how is that benefiting you?** The marriage with sales department has made it easier to follow leads for ads and marketing as we use the same data eliminating guess work. ### 2. Easy to Customize and Beginner-Friendly for Efficient Project Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** It’s easily customisable and very friendly for people who haven’t used the software before. You can also make use of agents to build vibe apps that are relevant to your role, making project management very efficient! **What do you dislike about monday CRM?** It has a tendency to be slow at times, especially when viewing long threads of emails **What problems is monday CRM solving and how is that benefiting you?** Project management tracking, for sure! I get to see a good glimpse of everyone’s tasks which helps me gauge the availability of others better ### 3. Easily Configurable, Intuitive, and Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** mario p. | Head of product, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** I find monday CRM easy to configure and it is very intuitive to use, even if you are not familiar with the tool. I can configure the boards according to my preferences and create automations, which makes it easy to get accustomed to. Additionally, the initial setup was very simple. **What do you dislike about monday CRM?** I would wish for multiple columns to be made available. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for organizing customers and leads, creating offers, and tracking as well as status updates. It is easy to configure, intuitively usable, and allows the creation of automations. ### 4. Easy-to-Use CRM That Streamlines Customer and Sales Activity **Rating:** 5.0/5.0 stars **Reviewed by:** Michael. N. | Vice President Of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** I like being able to organize customer details and sales activity in a way that makes it easier to manage relationships with hotels, businesses, and other high-volume clients. **What do you dislike about monday CRM?** All I can say is that this software is easy to use, and I haven’t run into any issues so far. **What problems is monday CRM solving and how is that benefiting you?** It helps keep sales opportunities and customer check-ins from slipping through the cracks, while also giving me clearer visibility into the accounts that drive our business. ### 5. Boosts Cash Planning and Forecast Accuracy **Rating:** 4.5/5.0 stars **Reviewed by:** Wendy_ W. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2026 **What do you like best about monday CRM?** It helps in cash planning and forecast accuracy. It helps in writing program name, contract terms and part numbers. **What do you dislike about monday CRM?** Reporting features feel to basic when dealing with highly advanced sales forecasting. It takes a lot of front end work to get set up. **What problems is monday CRM solving and how is that benefiting you?** Faster audits-everything is time dated and aligned to a deal, so reviews takes less time. Better cash forecasting-I can see whats booked ,the delivery time and when the deposits are due. ### 6. Easy to Use, Great Integrations, and Welcoming Support **Rating:** 4.0/5.0 stars **Reviewed by:** Vincentius I. | BD Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** ease of use, low barrier to entry, integrations with 3rd party AI solutions, welcoming customer support. **What do you dislike about monday CRM?** Performance suffers when there's a huge amount of data. **What problems is monday CRM solving and how is that benefiting you?** keeping track of b2b deal opportunity, cut time of reporting, centralize lead. ### 7. Customizable Groups and Tables That Fit Our Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I like the way I am able to customize groups and tables to suit company and my own needs **What do you dislike about monday CRM?** Sometimes it is quite slow if there is a lot of data on it's side, which makes the workflow harder and it is a chore to use at times because of this. **What problems is monday CRM solving and how is that benefiting you?** It is a good way for the company to communicate leads and keep everyone on the same page, it benefits me by being ensuring everyone is doing there part and we are all talking to each other through Monday.com ### 8. Improved Organizational Skills at Work **Rating:** 5.0/5.0 stars **Reviewed by:** Paola G. | Workplace experience coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Getting better organizational skills at work. **What do you dislike about monday CRM?** The sidebar organization can sometimes feel like a lot for me. **What problems is monday CRM solving and how is that benefiting you?** My business problem was that we were using emails, Post-its, texts, and pretty much everything else just to keep everything in mind. Now we’re simply using Monday, and it’s much easier to stay on top of things. ### 9. monday CRM Streamlines ABM and Target Account Pipelines with Target Boards in my IT Services Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Liam K. | Group Head of Digital Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about monday CRM?** I am responsible for generating qualified leads, nurturing accounts and aligning marketing to revenue. It is through monday CRM, that I am able to streamline ABM and target accounts pipelines via target boards. **What do you dislike about monday CRM?** I was among the first users to try monday CRM in August 2022 after it was launched and I have never come across any areas for improvement. **What problems is monday CRM solving and how is that benefiting you?** Demand gen, content marketing, events coordination and partner marketing has been seamless to conduct with monday CRM. ### 10. Effortless Team Collaboration with monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Carol D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about monday CRM?** I like that monday CRM gives me insight into how my team works together. It solves the need to be in person for everything, which is really helpful in collaborating with other writers. I enjoy that I can see who is working on what and when they've been logged in working. As this is the first CRM we are using, we really enjoy it. The initial setup was very easy, and everything we've done with monday CRM seems to be working well for me. **What do you dislike about monday CRM?** NothingI love it! **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to collaborate with other writers, which solves the need to be in person for everything. I like seeing who is working on what and when, giving me insight into how my team works together. ### 11. User-Friendly CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Tyrtza J. **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** I like how user-friendly and intuitive monday CRM is. The initial setup was easy. I'm also okay with monday's automations, but I mainly like using them and look forward to them becoming more powerful. **What do you dislike about monday CRM?** AI is expensive, Vibe view is cool but not worth the price - I wish we could pay less for one view instead of paying $100 for a bunch. We are also eagerly awaiting native texting but taking a while to come out. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps my clients with tracking paperwork, processes ### 12. Streamlined ABM and Lead Nurturing with Monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Silas F. | Digital strategist and accounts, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about monday CRM?** Monday CRM has helped me to streamline ABM by organizing target accounts and pipelines dedicated boards.It has made it much easier to generate leads,nurture accounts and directly connect marketing activities to revenue. **What do you dislike about monday CRM?** One of its downside is that customizing certain CRM fields and dashboards can feel a bit time consuming compared to other tools. **What problems is monday CRM solving and how is that benefiting you?** It lets us run ABM and track target account pipelines in one place which saves time and ties marketing directly to revenue. ### 13. Connected Dashboards and Automation That Keep Everything in Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Everything is connected, so I only need to update fields in one place. There are connected dashboards that bring everything together in a neat summary page. I like the automation features. **What do you dislike about monday CRM?** Learning how everything is connected can be tricky. For example, my teammates built our connected dashboard and learning which fields are connected to where is a bit difficult. But once you learn it, it stays in tact. **What problems is monday CRM solving and how is that benefiting you?** Workflows are updated manually and reliant on word of mouth, but with the monday CRM, everything moves automatically and notifications are triggered. ### 14. monday CRM Keeps SKU Details, Tech Packs, and Photos in One Place - Robust for Vendor Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Rohi M. | Product Associate - Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2026 **What do you like best about monday CRM?** I’m currently on the Ops side of a contemporary fashion brand. With monday CRM, I use product boards rather than line sheet - each SKU is an item showcasing cost, tech pack and photos in one place. **What do you dislike about monday CRM?** I slightly dislike that I still push data from PLM tools manually - I would suggest a native integration. **What problems is monday CRM solving and how is that benefiting you?** On-time delivery up is one of the benefits that I realize with monday CRM via automations which allows to see late POs. ### 15. Powerful Yet Challenging to Implement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about monday CRM?** I like using monday CRM as it serves as our central hub for all operations. It effectively integrates all of our systems, making it extremely powerful for tasks like time tracking, production line tracking, project tracking, and scheduling. I appreciate how broadly it integrates into everything and how customizable it is for very specific tasks. The platform's ability to provide vast complexity within a simple user interface is impressive, making it a shared work platform for our whole team. **What do you dislike about monday CRM?** It takes an enormous amount of front end work to get set up. You need a very high degree of understanding with how the graphite queues work and the APIs, and even with what integrations they offer in their marketplace, they tend to be very expensive. It's simply not well guided; they could help businesses implement it. Additionally, with their seats, it's a very large limitation for the small scale where you have different tiers for the plan, like a three-seat plan or the next tier, I believe, is five seats, and then the next tier from there is 10 seats. They're in these kind of bundles, not by the seat. The enterprise plan, which is their top tier plan, is extraordinarily expensive and not practical for any small business. The block limitations instead of just making it invisible are like constantly creating these, like, oh, I'm trying to use whatever tool, then it basically just tells you you need to upgrade, and it's not even remotely close to possible to upgrade, especially for a small business. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for client and lead data collection, project estimating, and accounts management. It integrates seamlessly into our systems, acting as a central hub for operations, making it incredibly robust and useful for our team. ### 16. Monday CRM Helped Us Manage F&B Routes, Distributors, and Launches in One place. **Rating:** 5.0/5.0 stars **Reviewed by:** Liam K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2026 **What do you like best about monday CRM?** With Monday CRM, we created a simple board that pulls in on-hand stock from distributors via a form. Reps can see what is out of stock before they walk into a store. **What do you dislike about monday CRM?** The mobile apps works, but logging a visit with photos of shelf displays and notes takes too many taps. **What problems is monday CRM solving and how is that benefiting you?** Before, routes were in excel, orders in whatsapp, and promos in someone's notes app. Now one board is the source of truth. ### 17. Streamlined Sales Pipelines and Forecasting with monday CRM at Par for 24.7 **Rating:** 4.5/5.0 stars **Reviewed by:** Charlotte W. | Regional Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about monday CRM?** I have been using monday CRM from my previous IT&S company as a BDM and I like how it have been allowing me to streamline sales pipelines and forecasting. **What do you dislike about monday CRM?** I slightly dislike that monday CRM lack native integration for most platforms which forced me to incur Zapier subscription. **What problems is monday CRM solving and how is that benefiting you?** With monday CRM, I am able to manage over 350+ accounts and 28+ distributors in one central repository without having them scattered across lots of systems. ### 18. Clunky Interface, Low Recommendation Score **Rating:** 1.0/5.0 stars **Reviewed by:** Ben B. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I appreciate monday CRM's features like notifications and reminders, which are really helpful for keeping track of dates, times, and previous actions, especially for vehicle management. I also find the monday doc feature valuable. The initial setup was very easy, and it had a simple learning curve. **What do you dislike about monday CRM?** The interface can be clunky, and I'm also not happy about it being an Israeli company. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for vehicle management, keeping track of dates, times, and previous actions with notifications and reminders. ### 19. Organized Collaboration That Keeps Projects Clear **Rating:** 5.0/5.0 stars **Reviewed by:** Ariadna R. | Partnerships Executve, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** You are organised, and you can have a project with your colleagues with clear ideas **What do you dislike about monday CRM?** You can not go back or do control z, so if something happens you can not go back **What problems is monday CRM solving and how is that benefiting you?** Problems about organization, now we are aligned with our team thanks of monday ### 20. Real-Time Updates and Smart Automations Keep Our Team in Sync **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Real time updates across team members. The automations allow for team members to be notified on tasks without additional steps. We're also able to integrate client progress across different departments **What do you dislike about monday CRM?** Automations that conflict with one another. AI automations on one board will mess with automations on other boards, creating confusion between teams **What problems is monday CRM solving and how is that benefiting you?** It helps to reduce admin. time by A LOT (adding, dates, updating statuses, moving groups). A problem I run into, theres not a lot of support from Monday.com themselves ### 21. Monday for lead management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** Monday=has streamlined our lead management workflow by giving us a clear, visual pipeline to track every enquiry from initial contact through to quotation and follow-up, ensuring no opportunities are missed. **What do you dislike about monday CRM?** some of the more advanced automations and workflows can be time-consuming to set up and often require trial and error. **What problems is monday CRM solving and how is that benefiting you?** Monday solves the challenge of managing leads across multiple platforms like emails, phone calls and spreadsheets by providing a central location to track every customer enquiry ### 22. Easy-to-Use UI and Automations, but Occasional Bugs **Rating:** 3.0/5.0 stars **Reviewed by:** Halle T. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** The UI is easy to understand and it is easy to implement automations **What do you dislike about monday CRM?** I have encountered some bugs in the past - for example not all items were correctly automated **What problems is monday CRM solving and how is that benefiting you?** We keep track of all of our leads and applicants in the CRM ### 23. Dependable Platform for your Day to Day Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Anita Ijiogbor (Isumanu) M. | Executive Search Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** This platform has delivered measurable value by saving time, improving organization, and increasing productivity. I would confidently recommend it to individuals and teams looking for a reliable, efficient, well-designed solution. **What do you dislike about monday CRM?** A few settings were not Immediately obvious and it took some time exploring before unlocking the full potential of the platform. **What problems is monday CRM solving and how is that benefiting you?** If there is one area that has been improved it's expanding customization options and providing more in-app guidance for advanced tools. ### 24. Monday CRM Makes Client Data Easy to Find and Navigate!! **Rating:** 5.0/5.0 stars **Reviewed by:** Genesis C. | Case Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** It is very easy to navigate and when I need anything regarding client dates and numbers it is easily accessible to me. **What do you dislike about monday CRM?** There is nothing I dislike about Monday CRM. **What problems is monday CRM solving and how is that benefiting you?** It is making easy to access things I would otherwise have to walk to the file room to get. ### 25. Great Board-Based Organization with Flexible Account Separation **Rating:** 4.0/5.0 stars **Reviewed by:** Kathy N. | Marketplace coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** We can separate the accounts per board, and have groups per board which easily organize tasks **What do you dislike about monday CRM?** we cannot put due dates and assignee on subtasks on a task **What problems is monday CRM solving and how is that benefiting you?** task organization and monitoring ### 26. A Practical CRM For Managing Brands, Campaigns and Client Relationships **Rating:** 4.5/5.0 stars **Reviewed by:** Liam. K. | Social Media & Brand Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** I would recommend monday CRM to advertising and marketing teams that manage multiple clients and campaigns and need a flexible way to keep their customer relationships and day-to-day work organized. **What do you dislike about monday CRM?** For larger campaigns, keeping the workspace consistently updated across the team also require discipline. **What problems is monday CRM solving and how is that benefiting you?** For existing clients, I can connect their campaign activities with the relevant communication and deadlines, which has made my daily workload much easier to manage. ### 27. All-in-One CRM Hub with Seamless Shopify Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Mayank P. | Ecommerce and Digital Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** I like that monday CRM allocates client pipeline, performance tracking and campaign OPs in one central repository. I am able to pull data from external marketing tools such as Shopify via integration which allows me to track the ecommerce performance with monday CRM. **What do you dislike about monday CRM?** Ever since mid 2024 when I started using monday CRM, I have never had any challenges. **What problems is monday CRM solving and how is that benefiting you?** Getting AI insights from socials such as TikTok and IG has been seamless with monday CRM. ### 28. Simplified Project Tracking, Needs Search Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Jim A. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that monday CRM is easy to use. It's really easy to plug in information and track it, which simplifies managing project details. **What do you dislike about monday CRM?** Sometimes I go to search for certain projects in it, and if I'm not searching in a specific way, I might not find it. So just a work in progress, I'd say. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track progress on large projects, keeping detailed records of repairs and work done. It helps me provide clear, organized information, making complex processes much easier. ### 29. Easy to Use, AI-Powered Features That Take monday.com to the Next Level **Rating:** 5.0/5.0 stars **Reviewed by:** Meagan M. | Sales Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I love how Monday is set up and ease of use. It also has so many AI features that really take it to the next level. **What do you dislike about monday CRM?** Sometimes having to many dashboards can be to much **What problems is monday CRM solving and how is that benefiting you?** Allowing us to stay organized and collaborate as an organization ### 30. Easy-to-Deploy Automations That Unlock Endless Workflow Possibilities **Rating:** 5.0/5.0 stars **Reviewed by:** sales a. | cRM consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** The automations that are natively provided in the monday Crm are really easy to deploy and navigate through giving us endless possibilities of a better work flow **What do you dislike about monday CRM?** Not many linking column options are there **What problems is monday CRM solving and how is that benefiting you?** Data management ### 31. Monday CRM Connects Product and Retention Seamlessly It is the G.O.A.T **Rating:** 4.5/5.0 stars **Reviewed by:** Evalyne K. | Engagement & Retention Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** Monday CRM is the best platform as it finally connects what users do in product and what we do in retention **What do you dislike about monday CRM?** I have been using this platform for almost 4 years and so far so good, I have experienced no flaws and i love it. **What problems is monday CRM solving and how is that benefiting you?** I use this platform to track which accounts tried the new release. And it drafts the enablement emails to the righr user roles. ### 32. From Excel Forecasts to AI Powered Deal Tracking in Vehicle Manufacturing with Monday CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin M. | Head Of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** I love the custom dashboards. I can see deals by vehicle model"Forecast vs factory capacity", and risk deals due to part delays all in one screen. **What do you dislike about monday CRM?** The platform is very powerful but the initial setup for a manufacturing sales cycle is sometimes heavy. **What problems is monday CRM solving and how is that benefiting you?** With Monday CRM we shortened our qoute-to-order time by 25% and reduced delivery date misses because sales and ops finally work from same board. ### 33. Customizable and Efficient with Great Automation **Rating:** 5.0/5.0 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 love monday CRM for its customisable nature; it feels like there's little you can't achieve on the platform. The interconnected boards are something I really appreciate. I also value how the automations save creative staff time on admin tasks. We've been able to create a fully functioning production line for company assets, which is effortless to use and track. **What do you dislike about monday CRM?** There is the odd function here and there that still have to be carried out manually where an automation would save us time, but they are few and far between. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM lets us create a custom task board for asset production, involving stakeholders as needed. The linked boards and automations save our creative team time by reducing admin tasks. ### 34. Best CRM for Managing Complex Offshoring and Consulting Deals. **Rating:** 5.0/5.0 stars **Reviewed by:** Bella R. | Head of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** I can track every single stage of the processs from initial discovery, solution design, commercial proposal,legal MSA. Each stage has automations that assign task to delivery, legal and solutions teams **What do you dislike about monday CRM?** Setting up automations for multi -stakeholder approvals is powerful, but new SDRs need training to not break the boards **What problems is monday CRM solving and how is that benefiting you?** We've experienced poor forecasting before but with monday CRM I can forecast by country, service and probability with live dadhboards. ### 35. Flexible and Customizable Workflows that I Actually Uses **Rating:** 5.0/5.0 stars **Reviewed by:** Sofia M. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** The flexibility.I made our own glow-won deal=auto work order, 30 day auto nudge before contract ends . My team actually updates it **What do you dislike about monday CRM?** You have to build your own setup, it has no built-in asset log. Cost climbs when you add more users **What problems is monday CRM solving and how is that benefiting you?** Before,we missed follow-ups and renewals . Now all data is in one board.I see sales, active jobs, and upcoming renewals at a glance. ### 36. monday CRM Seamlessly Connects Sales Pipeline to Campaign Delivery **Rating:** 4.5/5.0 stars **Reviewed by:** Abhinav R. | Marketing, Advertising and Events Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2026 **What do you like best about monday CRM?** Before monday CRM, sales lived in one tool and delivery was mainly in Asana and Spreadsheets - I like that this tool now connects our pitch pipeline to actual campaign delivery in my current ads agency. **What do you dislike about monday CRM?** Apart from lack of native events coordination apps integration, I do not face any challenges. **What problems is monday CRM solving and how is that benefiting you?** I benefit a lot from monday CRM such as keeping the pipeline full and campaigns on track. ### 37. Easy Cross-Team Visibility That Keeps Everyone Aligned **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** One of the things I like most about monday.com is how easy it is to get visibility into boards across different teams, which makes it much simpler to stay aligned and keep track of what’s happening. **What do you dislike about monday CRM?** It can get confusing when you’re managing a lot of boards, and it’s frustrating that some genuinely useful features are locked behind the more expensive plans. **What problems is monday CRM solving and how is that benefiting you?** Managing multiple teams across borders. ### 38. Customizable but Challenging for Recruitment **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2026 **What do you like best about monday CRM?** I like that monday CRM is user-friendly and customizable. It's great that we managed to replicate what we were doing on Excel into monday.com for recruitment purposes, which is quite specific for us. **What do you dislike about monday CRM?** Some of the detail of what we need per job or per role that we're working on is not visible initially. You have to click into additional fields. It was also challenging because monday.com is not normally used for recruitment purposes, and we were used to viewing the information in a certain way. We had to replicate that view on monday.com. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track candidate performance in recruitment and forecast revenue and billings. ### 39. monday CRM: Boosts Visibility and Streamlines Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Desiree M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** I absolutely love the emails and activities feature of monday CRM, which automatically tags emails to clients and leads, making tracking incredibly efficient. This automation, combined with the AI features, helps me extract crucial information like follow-up dates and important details effortlessly. The Workflow Center is another standout feature, offering enhanced automation akin to having if-this-then-that statements that propel my work forward and prevent stagnation, ultimately saving both time and money. In my role as both a freelancer and Director of Sales, these features significantly boost my productivity by keeping communications streamlined and organized. Additionally, despite using it for both individual and team purposes, the initial setup was straightforward due to my extensive experience with monday products, making integration seamless. **What do you dislike about monday CRM?** I find the quotes and invoices feature of monday CRM lacking. I wish it had the ability to automatically pull in products from the deal. For instance, if I have a column or subitem for each product associated with a deal, I want the quotes tool to recognize and utilize that data. Currently, I have to start from scratch when using this tool, which is inefficient. **What problems is monday CRM solving and how is that benefiting you?** I find monday CRM enhances visibility into deals, streamlines communication by avoiding data silos, and automates workflows to keep projects moving smoothly, saving time and money. ### 40. AI Turns Data Into Stories Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Samiha I. | Continuous Improvement Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The AI feature helps a lot when it comes to viewing the data and turning extracted data into stories. **What do you dislike about monday CRM?** Setting up the boards and views isn't as quite obvious as it seems. **What problems is monday CRM solving and how is that benefiting you?** Helping manage projects across 7 different business units. ### 41. Automations That Make Our Workflow Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** The automations that makes the workflow easier **What do you dislike about monday CRM?** The limits of usage, I don't think that you are truly getting what you are paying for considering that you pay for each seat. Also, the bugs and sometimes the slow response of the support team **What problems is monday CRM solving and how is that benefiting you?** It has been a great help as a tracker for our companies sale, and keeping the individual scores and kpi too. ### 42. monday CRM Delivers a Clear 360° View of Every Corporate Account in one Central Hub **Rating:** 4.5/5.0 stars **Reviewed by:** Mark M. | Client Delivery Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 03, 2026 **What do you like best about monday CRM?** I appreciate that monday CRM offers a one 360 degrees view of every corporate account in my current Hospital facility. **What do you dislike about monday CRM?** Unfortunately, the iOS  mobile application doesn’t support native HIS system integration. **What problems is monday CRM solving and how is that benefiting you?** One of the problems that I was facing was accessing client data (corporate accounts, billing & service delivery) across scattered sources prior to monday CRM - thanks I know I access everything under one roof. ### 43. Task Manager That Helped Improve Our Business **Rating:** 4.0/5.0 stars **Reviewed by:** Josh V. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** We use the task manager which really helped us improve our business so we swapped our CRM to Monday as well **What do you dislike about monday CRM?** The automations are very clunky and can be charge to integrate with other software pieces **What problems is monday CRM solving and how is that benefiting you?** Easy of use and visibility across different customer stages ### 44. monday CRM Keeps Strategic Accounts, Contacts, and Bookings Perfectly Linked in one Central Board **Rating:** 5.0/5.0 stars **Reviewed by:** Michele W. | Strategic Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** I manage more than 50 strategic accounts and DMC partnerships for my Travel & Tour company with monday CRM. I like that everything is linked to monday CRM which makes it easy to access key contacts, contracts, open trips and booking pipeline. **What do you dislike about monday CRM?** The old iOS version was a bit clunky to build boards with - I prefer my PC. **What problems is monday CRM solving and how is that benefiting you?** monday CRM have enhanced 14.5% retention YoY through automatic renewals. ### 45. Efficient CRM with Essential, Simple Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2026 **What do you like best about monday CRM?** I like monday CRM because it's simple and effective. I really appreciate the email and activity features, as these make it easy to keep the entire client history organized. This is especially useful when employees change; we can ensure nothing gets lost regarding client interactions. Additionally, the initial setup was simple. **What do you dislike about monday CRM?** I find the lack of integration with WhatsApp to be a critical limitation, as other CRM tools already have this feature. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to centralize our customer history, which is simple and effective. It keeps all client interactions organized, especially when staff changes, ensuring continuity without losing vital information. ### 46. Streamlined Project & Contact Tracking with Easy Team Communication **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2026 **What do you like best about monday CRM?** I like that we can track projects and contacts, link customers to their orders, plan content releases, keep notes, and communicate easily between team members. **What do you dislike about monday CRM?** I’d like it to be easier to spot duplicate items so I can track them, delete them, and merge them between boards and similar places. **What problems is monday CRM solving and how is that benefiting you?** I use it to keep a record of our customer contacts and their past purchases. ### 47. Fast Learning Curve, Even Faster Results **Rating:** 4.0/5.0 stars **Reviewed by:** Rodney F. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** The learning curve is extremely fast, and the results even more so. **What do you dislike about monday CRM?** Some features I consider basic are only available in the most expensive module. **What problems is monday CRM solving and how is that benefiting you?** We use it to solve the "God problem" and also for project tracking. It’s not that good for projects. ### 48. Effective and Easy-to-Use Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Yesi C. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** I really like that monday CRM allows automating repetitive tasks and report generation. This makes reports generate quickly and easily sent to management, thus improving response times. Additionally, the initial setup was very easy. **What do you dislike about monday CRM?** I like everything **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM to quickly organize information and automate repetitive tasks, improving my response times and generating quick reports for management. ### 49. Powerful Customization After a Learning Curve, But Lacks Gmail KPI Updates **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2026 **What do you like best about monday CRM?** The platform requires a dedicated team member to invest time in mastering its full functionality. While the interface may appear basic at first glance, its true value lies in the extensive customization options available once you move past the learning curve. **What do you dislike about monday CRM?** It’s not directly connected to my Gmail for any KPI updates or notes. **What problems is monday CRM solving and how is that benefiting you?** It helps the team track and measure accounts. Which allows us to change our focus if needed. ### 50. Easy Deal Updates That Keep Us Moving **Rating:** 5.0/5.0 stars **Reviewed by:** Callum F. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Being able to simply add in updates against deals. **What do you dislike about monday CRM?** It feels very time consuming to set up new accounts. **What problems is monday CRM solving and how is that benefiting you?** It allows us to have visibility of our department's deals and track them as a team. ## 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?Tag=manufacturing+systems&page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A00%3A21+-0500&secure%5Bsession_id%5D=43293baf-da1e-40ea-a2d4-ffe4b6a7e939&secure%5Btoken%5D=a23d803cc19dc8e3b31389bf1185bb7a41091a96772aa4808eb39052a500ea71&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) - [Asana](https://www.g2.com/products/asana/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) - [Clockify](https://www.g2.com/products/clockify/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) - [Doxaclick SL](https://www.g2.com/products/doxaclick-sl/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/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 Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews) - 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Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## monday CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top monday CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,688 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)