--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1659 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: 1659 scale: '5' date_modified: '2026-09-15' 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:** 1,659 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## 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 Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find monday CRM to be **very user-friendly** , appreciating its simplicity and helpful features for collaborative work. (190 reviews) - Users praise the **efficient integrations** that enhance workflow, making daily tasks smoother and easier to manage. (107 reviews) - Users appreciate the **incredible customizability** of monday CRM, enabling tailored solutions for their unique business needs. (104 reviews) - Users value the **automation features** of monday CRM, enhancing workflow efficiency and minimizing manual tasks. (103 reviews) - Users love the **intuitive design** of monday CRM, making it easy to navigate and implement in their workflow. (82 reviews) - Users appreciate the **user-friendly features** of monday CRM, enhancing lead management and overall workflow efficiency. (80 reviews) - Efficiency (79 reviews) - Easy Customization (75 reviews) - Time-saving (74 reviews) - Flexibility (73 reviews) **What users dislike:** - Users find the **missing features** in monday CRM, like limited automation and columns, significantly hinder their workflows. (78 reviews) - Users find the **learning curve steep** , particularly in connecting boards and fully integrating the system. (76 reviews) - Users notice **limited features** in monday CRM, feeling it lacks depth compared to more robust CRM tools. (62 reviews) - Users find **limited customization** in monday CRM compared to more robust tools, affecting detailed reporting and complex setups. (53 reviews) - Users find monday CRM **expensive** , particularly challenging for smaller teams with tight budgets and rising subscription costs. (45 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. Customizable Workflows and Great Tracking, but Limited Chat, Integrations, and AI **Rating:** 3.5/5.0 stars **Reviewed by:** Janelle N. | Director of Client Services, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The customizability and project workflow. It works for both simple and more complex projects alike, and the dedicated comments section makes it easy to keep everything tracked within the platform. It’s also easy to add doc links within the given fields, which helps when these are critical to the nature of a project. **What do you dislike about monday CRM?** There are some limitations, especially when it comes to chat, integration with other apps, and AI features. **What problems is monday CRM solving and how is that benefiting you?** I can easily find the projects I’m specifically assigned to and locate the necessary docs right within the task. This is essential for my writing work, and I really appreciate the automatic status update when something is “ready for review.” ### 2. Organized Boards and AI Automations, but Also Some Cons **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** What I like best is probably the overall organization. The color-coating and different status types make things feel organized. I also like the AI automations feature since it helps to make everything flow well. **What do you dislike about monday CRM?** It can get a little complicated to figure out some of the setup/automations. Trying to get information to properly duplicate between boards can get complex. The thing I dislike the most about the CRM is that we were told it integrates with Outlook. They left out the part that it doesn't work with our version of Outlook. It only integrates with a specific version of Outlook. We can work around it, except that every "email and activity" screen is designed for the integration. I have to remind our users that they can't click "new email" or "schedule meeting" because we don't actually have that option. **What problems is monday CRM solving and how is that benefiting you?** It is helping our team stay organized. We specifically decided to use a CRM to help with follow up on leads/customers. It definitely helps solve that issue because of the many automated reminders/workflows. ### 3. Great for Managing Sales Pipelines and Business Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** What I like most about monday CRM is how customizable it is while still being easy to use. We use it to manage leads, sales pipelines, projects, and client workflows, and it's simple to tailor boards, views, and automations to match different business processes without needing custom development. The automation features have probably had the biggest impact on my workflow. Repetitive tasks like updating statuses, creating follow-up items, sending notifications, and syncing data happen automatically, which saves a significant amount of manual work and reduces human error. I also appreciate how well it integrates with other tools. Connecting monday CRM with platforms like Make, Google Workspace, Outlook, and other business applications has allowed us to build end-to-end workflows instead of relying on disconnected systems. The interface is clean and intuitive, making it easy for both technical and non-technical team members to get up to speed quickly. Features like dashboards, timeline views, and customizable reports also make it much easier to track progress and keep stakeholders informed. Overall, monday CRM has helped streamline our processes, improve collaboration across teams, and make our workflows much more efficient. **What do you dislike about monday CRM?** One area where monday CRM could improve is the flexibility of some of its native automations and reporting features. While the built-in automation recipes cover many common use cases, more complex business processes often require third-party platforms like Make or custom API integrations to achieve the desired functionality. Reporting and dashboards are useful, but creating highly customized or cross-board reports can sometimes be limiting compared to dedicated business intelligence tools. I would also like to see more advanced filtering and analytics available out of the box. Another improvement would be expanding AI capabilities. The current AI features are promising, but I'd like to see them become more integrated into everyday CRM tasks, such as generating sales insights, identifying risks in pipelines, and providing smarter workflow recommendations. Overall, these aren't deal-breakers, and the platform continues to evolve with regular updates. The strengths of monday CRM outweigh these limitations, but addressing them would make an already strong product even better. **What problems is monday CRM solving and how is that benefiting you?** Before using monday CRM, a lot of our customer information, sales activities, and project updates were spread across spreadsheets, emails, and multiple tools. This made it difficult to track progress, follow up consistently, and maintain visibility across the team. With monday CRM, we've centralized our sales pipeline, client communication, and project workflows into a single platform. Custom automations handle repetitive tasks such as updating statuses, assigning work, sending notifications, and syncing information with other applications, which has significantly reduced manual effort and the risk of missed follow-ups. The integrations with tools like Make, Google Workspace, and Outlook have allowed us to build connected workflows instead of constantly switching between platforms. Real-time dashboards and reporting also give the team better visibility into pipeline health, workload, and project progress, helping us make faster, more informed decisions. Overall, monday CRM has improved collaboration, standardized our processes, and saved several hours of manual work each week, allowing the team to focus more on delivering value to clients rather than managing administrative tasks. ### 4. mondayCRM Makes Custom Workflows Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** What I like about mondayCRM is how easy it is to customize around our unique workflows. We’re not boxed into traditional layouts or rigid pipelines, so we can set things up in a way that actually fits how we work. **What do you dislike about monday CRM?** -It’s difficult to connect updates across different items. For example, if I post an update for Contact A and Contact B from the same Company X, both updates should roll up into Company X’s updates section. -The Emails and Activities area is also very restrictive: we can’t add comments, and we can’t link activities across different items. -Finally, the workload graph isn’t intuitive enough. - No solution for language barrier in the system **What problems is monday CRM solving and how is that benefiting you?** Tracking tasks’ progress in one shared board makes it much easier to get a clear overview of all planned and completed activities across different projects. I also like the Updates feature, since it keeps a single history record for all client engagement activities. ### 5. Easy-to-Use CRM with Plenty of Integrations and Fair Pricing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 05, 2026 **What do you like best about monday CRM?** Ease of use: it’s not overly complicated like a lot of other CRMs on the market. There are heaps of integrations available, which makes it easier to streamline processes and keep things running smoothly. Unlike other CRMs, they aren’t trying to increase your subscription fees every time you click on a feature. **What do you dislike about monday CRM?** There isn’t really anything that stands out as a dislike. To be fair, I haven’t had the time to spend exploring potential features or looking for fixes for things we don’t currently have in place. That said, some of the templates for items like invoices and quotes feel quite basic. I know there are integrations, so there’s probably a solution there that I’m just not using yet, but it would still be great if the standard built-in templates looked more professional and covered the basic essentials out of the box. **What problems is monday CRM solving and how is that benefiting you?** The visuals are fantastic. Tracking our monthly sales is essential for us, and it’s just as important to have clear visibility into what’s in our pipeline. We also appreciate being able to see what we’ve lost and the reasons behind it. The way the platform seamlessly links clients to companies when it recognises domains/emails is great, too. Before using Monday.com, we struggled to capture all of this easily because our previous CRM made reporting incredibly difficult. ### 6. Great automations and AI for data, but CRM–Monday transition needs to be smoother **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from Italian using AI. **Reviewed Date:** September 07, 2026 **What do you like best about monday CRM?** I appreciate the ability to easily manage opportunity statuses, the automations that can be created, and especially the AI engine for data analysis. **What do you dislike about monday CRM?** The difficulty in switching between CRM and Monday could be improved: the switch between the two platforms is not always so smooth and could be made a bit easier. **What problems is monday CRM solving and how is that benefiting you?** I always have the situation updated and the end-of-year closure forecast is always up-to-date, also thanks to the APIs I can integrate. ### 7. Monday as Our Single Source of Truth Saves Time and Keeps Us Aligned **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 24, 2026 **What do you like best about monday CRM?** The PM team use Monday as our SSoT. Therefore I like that I can cut time from asking my colleagues for certain documentation or availability in our products and I can go directly to Monday to find my answers I do feel it has become an integral part of our work system and therefore, the value compares to the cost. **What do you dislike about monday CRM?** Because of all the filters and ways or organizing, it can be difficult to find information. **What problems is monday CRM solving and how is that benefiting you?** It tells me when I can expect a performance report from my colleagues; if I need to check a performance report, it directs me to the page; it tells me what slots we have available for our events, I can also see people who have registered to our events ### 8. Highly Visual, Customizable monday CRM That Fits Sales Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** What stands out most is how visual and customizable the platform is. Unlike a lot of CRMs that force you into a rigid structure, monday CRM lets us build pipelines and workflows that actually match how our sales process works, rather than the other way around. The board-based, colour-coded view makes it easy to see at a glance where every deal or lead sits, which has made team check-ins and forecasting much faster. **What do you dislike about monday CRM?** Honestly, no major complaints at this stage — it's been meeting our needs well. **What problems is monday CRM solving and how is that benefiting you?** Before using monday CRM, our lead and customer information was scattered across spreadsheets, emails, and individual team members' notes, which made it hard to get a clear, up-to-date picture of where things stood. It also meant leads sometimes fell through the cracks simply due to lack of visibility or follow-up. ### 9. Easy Board-Based Sales Funnel Management with Great Zapier Integration and Value **Rating:** 4.5/5.0 stars **Reviewed by:** Lisa B. | Operations Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 15, 2026 **What do you like best about monday CRM?** Easy to navigate and create different boards for different stages of our sales funnel, allowing us to link boards as well making information easy to find. It also integrates easily with Zapier to capture our leads more efficiently and compared to other CRMS I've used it's super competitive on price and value for money. **What do you dislike about monday CRM?** Would be handy to have a way to create a contact automatically from a board to store their email and phone number. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps us keep all of our client files in the one location. Follow along on the customer journey and notify users when they have a task to complete ### 10. Monday CRM: A Simple, Low-Cost Way to Track and Customize Your Sales Pipeline **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** Monday CRM is a good starting point because it gives us a simple, low-cost way to start organizing sales without overcomplicating things. Instead of jumping into a big expensive CRM right away, we can bootstrap the process, build the structure we need, and improve it as we go. For sales, the biggest value is that it lets us actually track what is happening. We can see who we contacted, what stage they are in, when to follow up, what deals are active, and where opportunities are getting stuck. That gives us data instead of guessing. It is also easy to customize. We can build boards around our exact sales process: new leads, contacted, follow-up needed, proposal sent, won, lost, or revisit later. That makes it practical for day-to-day use, especially when we are still building out the sales system. **What do you dislike about monday CRM?** Monday is great as a starter CRM, but it can get messy if everyone doesn’t use it the same way. Because it’s so customizable, you need discipline with stages, notes, follow-ups, and data entry, or the board can become cluttered fast. It also isn’t as advanced as a full sales CRM like HubSpot or Salesforce. Some things like deep reporting, email tracking, contact history, automation, and forecasting may not be as smooth unless you build them out properly. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM is helping solve the problem of having sales activity spread out across notes, emails, spreadsheets, and memory. Before using it, it was harder to clearly track who was contacted, what stage each lead was in, who needed a follow-up, and what opportunities were actually moving forward. Now, we can keep leads, follow-ups, proposals, and deal stages in one place. It gives us a simple sales pipeline where we can see what is active, what needs attention, and where deals are getting stuck. That makes the sales process much more organized and easier to manage day to day. ### 11. Efficient and User-Friendly with Minor Performance Challenges **Rating:** 4.5/5.0 stars **Reviewed by:** Bilawal B. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I like using monday CRM because it keeps everything in one place, making it easier for team members from different departments to see relevant information without having to go through multiple sources. This really helps to reduce the duplication of work, so when an accountant needs information from a sales rep, it's already there. The user-friendly interface is a big plus, as it's easy to navigate and makes understanding the workflow of the software simple. I find the interface clean and clear, making it easy on the eyes and easy to locate the information required. The initial setup of monday CRM was very easy and simple, which was a relief. **What do you dislike about monday CRM?** Sometimes the CRM feels slow and clogged. It takes time to load the information, and there's a delay between the keystroke and the action happening, especially when switching between different information frequently. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track installations and paperwork. It centralizes information, reducing duplication and easing interdepartmental flow. The user-friendly interface simplifies navigation, making it easier to find required information. ### 12. User-Friendly and Customizable, Perfect for Charities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from English using AI. **Reviewed Date:** September 15, 2026 **What do you like best about monday CRM?** I like how easy it is to use monday CRM and how user-friendly it is. The visuals are great, and I really appreciate that you can link boards. The ability to have automation set up reminders to share with people is very handy. I also enjoy the customization options, allowing us to tailor almost anything to our needs. Linking boards helps us ensure we contact the right people and maintain effective communication with our partners and clients. **What do you dislike about monday CRM?** We've had a bit of trouble linking Monday CRM to Mailchimp, but I think that was more a bug which we're now working on. Additionally, only being able to send communications to 50 people at a time on our plan means we need to use another platform. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps us categorize businesses and individuals, track business development, and ensure accurate communication and workflow management, making us more professional and seamless. Its automations and board linking are key features to keep our data up to date and organized. ### 13. Efficient Task Management with Room for Automation Growth **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 14, 2026 **What do you like best about monday CRM?** I like how monday CRM helps me organize tasks and delegate them to others efficiently. The AI automations are really useful, and it solves the problem of managing large amounts of information that would be overwhelming in Excel. I find it particularly valuable for running large projects with organizations, as it allows me to get a strategic overview and see all aspects of the project at a glance. Setting it up was also easy once we decided on the structure. **What do you dislike about monday CRM?** The only improvement I would like to see is the ability to use mirrored or formula columns in automations and charts. I find myself having to input some information twice. I'm unable to get some of the information I require on charts that I would like to present to external customers. I also would like to set some automations on mirrored column information, for example, sending out an email at a certain point. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps me manage programs by linking boards to view combined information and follow up with customers. It simplifies task organization and delegation with AI automations. It's great for getting an overview of large projects with multiple organizations, resolving the Excel limitations. ### 14. Intuitive Integration and Excellent Automated Responses **Rating:** 5.0/5.0 stars **Reviewed by:** Myrna Z. | adm de sistemas, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I love the intuitive way of generating boards in monday CRM and its integration with other platforms. I find it really useful how email information automatically arrives on a board, which allows for concentrating information and not losing track. Additionally, the automated responses to clients and prospects using AI are very good. The initial setup of monday CRM was also quite simple. **What do you dislike about monday CRM?** I only have the issue that to automate my emails they must be from Microsoft or Google, and if I have my own mail server, I cannot integrate them into the automations. **What problems is monday CRM solving and how is that benefiting you?** I use Monday CRM to track sales and administrative tasks. It helps me handle customer requests in an orderly manner and track payments. Email information is automatically consolidated into boards and automated responses are generated, which is very good. ### 15. Easy to Use, Clear, and Great for Company Communication **Rating:** 4.5/5.0 stars **Reviewed by:** tomer s. | Showroom Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 17, 2026 **What do you like best about monday CRM?** Very easy to use, clear, and helps with communication within the company **What do you dislike about monday CRM?** I’m relatively new to the system and probably haven’t discovered all of its features yet. Based on my limited experience so far, I believe the system could offer more advanced options for creating highly customized reports **What problems is monday CRM solving and how is that benefiting you?** Clear and organized schedule. Easy access to all customer information through the app, even when working remotely. Clear communication and an easy to follow process at every stage, from the first contact with the customer to the final delivery. ### 16. A Single Source of Truth That Streamlines Our Sales Process Without Chasing My Team **Rating:** 4.0/5.0 stars **Reviewed by:** Adedeji A. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** With monday CRM, I don't have to open spreadsheet and ask for updates because it has a single source of truth. The board view makes it easy to track every property from "New lead" all the way to "Closed" without micromanaging. I would recommend monday CRM to a CEO or Sales Leader which ease up your work and match your actual sales process. Give it 2weeks and you'll wounder how you operated without that live dashboard view. **What do you dislike about monday CRM?** We had to map our real estate process into boards first, but once it is done adoption is easy with clean interface. **What problems is monday CRM solving and how is that benefiting you?** I spend less time chasing updates and more time on strategy and closing high- value deals. Our teams respond faster to clients because everything is in one place. ### 17. Highly Customizable Workspaces With Seamless Slack Notifications **Rating:** 5.0/5.0 stars **Reviewed by:** Tim W. | Programmatic Media Buyer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** What I like most of Monday is the customizability. I am able to create a customer work place that fits my daily needs that differ from much of my team's. This help me organize relevant assignments and quickly review any updates. The integration with Slack has also been a great way to streamline notifications so we don't miss a thing. **What do you dislike about monday CRM?** Pricing is a bit higher than other CRM's, but it is worth it if your team needs better orginization. **What problems is monday CRM solving and how is that benefiting you?** The biggest thing Monday CRM is solving is creating an easy to understand work space where we can have the AI help optimize the layout. ### 18. Streamlined Team Collaboration and Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew G. | Maintenance Technician, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 03, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about monday CRM?** I like using monday CRM for collaborating with teams and projects, and it helps in building out a social media calendar. I appreciate keeping everything in a central location for teams and the ability to track progress. I enjoy the ease of use and rearrangement of tasks. The color coding and simplification of routine tasks are also features that I find valuable. It helps me stay aware of projected timelines and communicate with teammates about high-value projects. The initial setup was easy, especially with the available support, which is a plus. **What do you dislike about monday CRM?** Nothing that I’m aware of right now. It’s a great product. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to keep everything in a central location for teams, maintain awareness of timelines, and communicate about projects. It helps with collaborating on projects and building out a social media calendar. ### 19. Visual Pipelines and No-Code Automations That Streamline Sales and Handoffs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 04, 2026 **What do you like best about monday CRM?** Visual Pipelines: The color-coded, drag-and-drop boards make it easy to see deal status at a glance and quickly understand overall pipeline health. No-Code Automations: Straightforward “When X happens, do Y” recipes cut down on repetitive admin work by automatically routing leads and setting task reminders. Seamless Post-Sale Handoffs: Built on monday Work OS, “Closed Won” deals can automatically kick off client onboarding and delivery projects on the same platform, keeping everything connected. Centralized Tracking: It syncs natively with Gmail and Outlook to automatically capture emails, meetings, and activity logs, bringing them together in a single, centralized contact timeline. **What do you dislike about monday CRM?** Cluttered at Scale: When lead volume gets very high, the board-centric layout can quickly feel overwhelming and hard to manage. Limited Advanced Analytics: The reporting tools don’t offer the deeper, out-of-the-box forecasting I’d expect, especially compared with more enterprise-focused competitors. No Native Dialer: Direct calling isn’t built in, so it requires third-party integrations. Pricing Multipliers: The Standard tier feels too limited, and it pushes you toward more expensive Pro or Enterprise upgrades just to get what I consider basic automation capabilities. **What problems is monday CRM solving and how is that benefiting you?** Problems Solved: Siloed Data: It unifies sales context and post-sale delivery in one shared workspace. Admin Fatigue: It automates routine data entry, lead routing, and follow-ups. CRM Avoidance: It replaces clunky legacy systems with intuitive visual pipelines that teams can adopt easily. Direct Benefits: Faster closed-won transitions, zero dropped handoffs, and more time spent closing deals. ### 20. Powerful Boards, AI Features, and Widget-Rich Reporting Dashboards **Rating:** 4.0/5.0 stars **Reviewed by:** Ranjan S. | IT Support Officer, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** Management boards, communication and tracking tools, AI features, and reporting dashboards with widgets. **What do you dislike about monday CRM?** There’s no option to create or use multiple email signatures, and I’m also unable to edit my signature from the email compose pop-up. **What problems is monday CRM solving and how is that benefiting you?** Automations are making it easier to sort items on the board, send email and updates to clients and staff. This saves time, which I can then use to focus on getting more leads. UI of the CRM is also very user friendly which is helping us to complete different task faster ### 21. Intuitive CRM with Minor Search Flaws **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 03, 2026 **What do you like best about monday CRM?** I really like the easy overview that monday CRM provides, it helps me to manage my CRM effortlessly. It's also superb how easy it is to find lead history, including messages and previous notes. I can quickly find the lead or account I'm searching for and see my company's history with them, like images or notes from colleagues. These features make using monday CRM straightforward and effective for managing my leads. **What do you dislike about monday CRM?** I have a few issues with monday CRM that I'd like to mention. When I create a new lead and type in the name, as soon as I move to the next field, the entry disappears because it gets sorted alphabetically. It's a hassle to have to search for it to continue filling out the rest of the details. Also, the search feature could be improved. If I make a typo when searching for a lead's name, even if it's just one letter off, I can't find it. During the initial setup, it was quite easy, but we ran into a problem where we couldn't transfer previous emails with existing leads. **What problems is monday CRM solving and how is that benefiting you?** Monday.com CRM helps me manage leads and sales projections effectively, with an easy overview and access to lead history like messages and notes. ### 22. Powerful Flexibility to Run Operations and Sales Exactly How You Want **Rating:** 5.0/5.0 stars **Reviewed by:** Elisa A. | Chief of Staff, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I can create exactly what I want to run both operations and sales **What do you dislike about monday CRM?** The new upgrade doesn't allow me to search multilple boards against one name and still have the seacr running, as in I search for "john doe" and then I click to update one board, when I exit that board to then update another board I have to run the same search again, before I could go back and forward mantaining the "john doe" name **What problems is monday CRM solving and how is that benefiting you?** What I mentioned on the last questions, the ability to search a client across boards and not have to re do the search everytime I enter a specif board ### 23. Perfect CRM for a sales leader in a fast-paced media house **Rating:** 5.0/5.0 stars **Reviewed by:** Kelvin K. | Head of Sales, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 06, 2026 **What do you like best about monday CRM?** The best thing about Monday CRM, is how visual and customizable it is for our messy sales cycle. In media production, a deal is never a deal. It has a script, a treatment, a budget version, a client feedback loop and a production timeline. With Monday CRM I can build a sales process that actually ends when the content airs, not when the contract is signed **What do you dislike about monday CRM?** It can be too flexible at the start. If you don't plan your structure, you will build a messy CRM with 30 columns you don't need. It needs a week of proper setup **What problems is monday CRM solving and how is that benefiting you?** It stopped lead leakage. Every inquiry now has an owner, a status, and a next action. Our response time went from 24 hours to under 2 hours ### 24. Versatile CRM That Unifies Our Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Artem S. | Partner, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I think I like how versatile monday CRM is. Something that works really well is how I can connect boards to each other and have a hub board that connects all the boards together. This setup provides a better overview, and I think this works really well for me. **What do you dislike about monday CRM?** For the automations in monday CRM, there are not enough conditions for our industry or business needs. I find there aren't enough options, especially with updates written on the items. For instance, I'd like an update to automatically be written when a certain condition is met in a ticket, but there's no such option. Also, the initial setup was not easy until many teams actively started using it, and it only became clearer over time. **What problems is monday CRM solving and how is that benefiting you?** I find it solves the chaos of my incoming tickets. ### 25. Streamlined CRM with Robust Features, Needs Automation Tweaks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 08, 2026 **What do you like best about monday CRM?** I really like the status bar options and how they can be color-coded in monday CRM. The automations are something I love too, as long as they're set up correctly. Also, the user interface and functionality of monday CRM are a lot better compared to what my team used before. Once we overcame the initial setup, everything became a breeze to manage. **What do you dislike about monday CRM?** Updating the automations once someone resigns or their role changes is a bit of a hassle. I find that I still receive notifications even though I've updated the automation and removed myself as the person the task should be auto-assigned to. It would be great if changes to the automation, like changing the assignee, were implemented immediately. **What problems is monday CRM solving and how is that benefiting you?** monday CRM gives me a broad overview of work, showing what's completed, outstanding, and in the pipeline, and makes it easier to find client KYC info quickly. ### 26. Highly Customizable and Easy to Implement CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Memory B. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 22, 2026 **What do you like best about monday CRM?** I love that monday CRM can be used across all departments, allowing us to each add in our connections with each contact. It's great that we can read and see what has been done or said to contacts in the past. I really like the CRM's customizability with tags and columns. The initial setup was very easy, and everything imported well, although setting up the customization features took a little bit of time but was well worth the effort. **What do you dislike about monday CRM?** There isn't much to dislike, anything it lacks can be made up with the customization offerings. **What problems is monday CRM solving and how is that benefiting you?** With monday CRM, we track all contacts, improving inter-departmental use and keeping comprehensive records. It helps us prepare for presentations and conversations with past interactions. The CRM's customization with tags and columns enhances our tracking system. ### 27. Versatile CRM with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Relo K. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** I use monday CRM to create survey forms, which is quite useful for gathering details from our customers and clients. I also use it to plan our marketing calendar and track how customers are interacting with our website. I'm comfortable with using monday CRM and I enjoy using it. **What do you dislike about monday CRM?** The only thing with monday CRM forms is having sections. I think it'll be very useful to have sections. So let me say, like, personal details and then after personal details, people list their personal details. Obviously, there'll be questions there. Then after personal details, then we get on to the more important stuff. It will be very appreciated if monday.com could think of any sections in the forms. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to create survey forms, plan our marketing calendar, and track customer interactions with our website. ### 28. Highly Adaptable for Diverse Team Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 26, 2026 **What do you like best about monday CRM?** I like monday CRM's overall structure, which is easy to use. The dark mode is very helpful, especially for improved viewing over long periods of time. I also appreciate the ability to customize our boards in different ways to manage our patient load effectively. Responsibilities are easily allocated to staff, making handover and management oversight much smoother. With a team of varying technical skills, monday CRM adapts well for all skill levels among our staff. Additionally, the easy setup was well-received by my team. **What do you dislike about monday CRM?** I find that the profiles moving between boards get stuck from time to time, which requires me to do a full reset and reprocess. Also, using monday CRM in combination with SurveySparrow hasn't been very successful for us at this time. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for patient tracking, preventing missed patients, ensuring engagement, and monitoring their health. It's user-friendly, customizable, adaptable for all skill levels, and offers dark mode for better long-term viewing, improving my team's efficiency. ### 29. Organized Boards, Great Value, and Helpful AI Guidance **Rating:** 4.5/5.0 stars **Reviewed by:** Vedant J. | VCE Chemistry Tutor, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 22, 2026 **What do you like best about monday CRM?** Organisation and the whole idea of different boards, having favourite boards as well. The performance is pretty good too, a lot of data can be stored. Definitely good price and definitely worth the payments. AI is also beneficial and answers questions and guides users well. Onboarding is easy to do which is simple and good **What do you dislike about monday CRM?** Performance can be a bit slow when there are a lot of data sets, sometimes the processes don't work **What problems is monday CRM solving and how is that benefiting you?** Efficiency with confirming data and entering data, managing data, tracing it. It is beneficial because it is organised ### 30. Clear Deal Visibility Beyond Spreadsheets, but Automated Workflows Feel Clumsy **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about monday CRM?** We use it to upload sales offer suggestions to a marketplace partner. It helps us keep a clear view of upcoming deals, in a way that works better for us than spreadsheets. **What do you dislike about monday CRM?** The automated workflows can feel pretty clumsy at times. However, I’m not sure whether that’s a limitation of the platform itself or more of a human design flaw. **What problems is monday CRM solving and how is that benefiting you?** As explained before, it helps us keep track of which deals are due and when. It’s also great to be able to give and receive feedback per item, with everything collected in a single inbox. Overall, it saves time compared to a cluttered mailbox or a spreadsheet that can get too crowded. ### 31. Monday Keeps Our Leads Organized and on Track **Rating:** 4.0/5.0 stars **Reviewed by:** Carl G. | Sales & Marketing Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** Monday makes it easy to keep track of all of our leads, their current status and ensure that no one slips through the cracks **What do you dislike about monday CRM?** When we had an issue, it took far too long to resolve and although the support team was helpful and eventually fixed the issue, the rollout should have been much faster **What problems is monday CRM solving and how is that benefiting you?** Monday CRM allows all members of the team to access vital information about our clients in one centralized location. We can view all the of the meeting times and email communications and know exactly where we are with each lead ### 32. Flexible, Customizable Boards and Views That Keep Work Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** It's flexible and easy to customize. I like how it allows us to organize work, projects, processes using boards, columns, automations, and different views. The My Work feature is useful because it brings tasks assigned to me from different boards into one place. **What do you dislike about monday CRM?** The biggest issue for me is the 50-board limit in My Work, because I am working on more than 100 boards. My Work stop displaying tasks after 50 boards, it has a warning regarding it and confirmed by support that it has this limit. **What problems is monday CRM solving and how is that benefiting you?** It provides a centralized platform for customer-related work, projects, etc. Instead of relying different spreadsheets or apps, we can customize boards to match our internal processes. Overall monday CRM is a flexible platform. ### 33. Clean, concise, useful! **Rating:** 4.0/5.0 stars **Reviewed by:** Lyudmil S. | Client delivery director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 05, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best 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 communication. It can also easily be integrated with different 3rd party softwares and a lot of features can be built separetely. All team can use the system on a daily basis to keep track of everything in the company. **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. **What problems is monday CRM solving and how is that benefiting you?** Streamlined communication, company scaling, email tracking and mass email sending, email sequences, sales tracking, etc. ### 34. Easy Task Management and a Time-Saving AI Notetaker **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 14, 2026 **What do you like best about monday CRM?** easy to manage and assign tasks internally and with clients. the AI notetaker also saves alot of time on calls as it takes all the key points and actions down. **What do you dislike about monday CRM?** Monday CRM is highly flexible, but without a clear strategy and consistent team-wide governance, it can become cluttered with multiple boards and tasks, making it difficult to maintain visibility and stay organised. **What problems is monday CRM solving and how is that benefiting you?** It’s our central place to add and track tasks, and it also helps us monitor task performance. The notetaker captures minutes for us during calls too, which saves us hours of admin and write-ups. That’s especially beneficial for me as a client manager in an agency, since I have a lot of calls every day. ### 35. Efficient Tracking and Reporting with monday CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 10, 2026 **What do you like best about monday CRM?** I like monday CRM because it makes it easy to generate reports and track important details in one place. It also helps keep information organized and makes monitoring tasks and progress more efficient. **What do you dislike about monday CRM?** One thing I dislike about monday CRM is that it is highly rule-based. If team members do not follow the standard process or provide the required information, the automation may not work as expected, which can affect the overall workflow. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve issues with tracking, monitoring, and organizing information. It keeps important details in one place, makes it easier to monitor the status of items, and allows us to generate reports more efficiently. This helps reduce manual tracking and makes us more organized. ### 36. monday CRM Feels Built for Travel Agents Managing Clients and Trips **Rating:** 4.0/5.0 stars **Reviewed by:** Karen_ T. | Personal Travel Agent, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 09, 2026 **What do you like best about monday CRM?** I use monday CRM everyday to manage my leisure travel clients from inquiry to post-trip follow up. I manage 60+ active clients and 120+ trips per year and it is the first CRM that actually feels built for how travel agents work with people. I like that every client has their own profile with travel preferences, passport info, and past trips so I don't have to ask same question twice. **What do you dislike about monday CRM?** Setting up the automations for suppliers like hotels and DMCs took some time at the start. **What problems is monday CRM solving and how is that benefiting you?** I struggled with keeping client preferences organized and following up for repeat bookings, since using monday CRM clients love the portal where they can see their itinerary and documents hence maintaining profession. ### 37. Customizable Dashboards That Keep Our Team Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Tiffany L. | Analyst, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 05, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best 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 and track various projects and metrics. **What do you dislike about monday CRM?** At times the system runs a bit slow and entering information can take more time than I feel that it should. I find that this happens in the middle of the day when there are several team members making updates in the system. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM has been extremely helpful in keeping me organized and up to speed on various projects and metrics. ### 38. Streamlines Service Management with Intuitive Visibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 19, 2026 **What do you like best about monday CRM?** I like monday CRM's clear and visual way of managing service calls through its boards, which make it easy to see the status, priority, customer details, responsible person, and next actions at a glance. The filters, status tracking, notifications, and ability to keep all updates centralized are very useful. These features allow me to quickly understand the status of each service call, prioritize urgent issues, and keep track of multiple customers at the same time. Having all updates, responsibilities, and next steps in one place saves a lot of time, improves organization, and reduces the chance of missing something. **What do you dislike about monday CRM?** I find the level of manual updating required to be excessive. It would be helpful if there was more automation for follow-ups, reminders, status changes, and connecting related info. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to organize and prioritize service calls, track customer issues, and ensure follow-ups aren't missed. It's valuable for its clear boards, status tracking, and centralized updates, which save me time and reduce the chance of overlooking something. ### 39. Effortlessly Manage IT Data with monday CRM **Rating:** 4.5/5.0 stars **Reviewed by:** maor c. | IT Manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I find monday CRM to be a much faster way to handle data. The app's mobile version is easy to use, allowing me to review my data from anywhere on any device. I like that it's a great platform for accessing IT information, like serial numbers of laptops and desktops, and managing emails of employees. The setup was pretty easy too, as it supports importing data from Excel files straight into monday. **What do you dislike about monday CRM?** They need to give end users more permissions to change things. There should be more options for ownership and permissions, not just read-only or modify some of the things. **What problems is monday CRM solving and how is that benefiting you?** monday CRM offers a faster way to handle and access data, making it easy to use on mobile devices. I store secure IT info like serial numbers and emails, which I can review from anywhere. ### 40. Flexible, Easy-to-Use CRM with Custom Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Carl N. | CSIS Web Design Instructor, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** December 19, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about monday CRM?** I really appreciate monday CRM because it's flexible and easy to use. The platform is highly customizable, allowing us to adapt workflows, dashboards, and automations to fit our specific needs. I can tailor these features to match how our departments work, rather than changing our processes to fit the software. I also find the custom dashboards incredibly useful since they provide a clear view of project tasks and key metrics, which makes it easy to track progress and identify priorities. Additionally, setting it up was quite easy since most of the documentation was readily available online, and the standard templates and simple bots helped us get up and running quickly. **What do you dislike about monday CRM?** One area where the CRM could be improved is reporting analytics. I believe there could be a learning curve in setting up complex automations or workflows for the first time, making it easier. Additionally, highly customized bots would occasionally take extra effort to maintain. It will be helpful to have more advanced reporting options built directly into the platform, especially for combining data across multiple boards, which need additional workarounds. The main challenge with more complex setups is that they can become difficult to visualize and troubleshoot when multiple conditions and actions are layered together. It's not always immediately clear how these setups behave in practice. A more guided setup experience along with better previews of how automations will run in various scenarios will reduce the learning curve and make it easier for new users to build reliable workflows. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to improve collaboration across departments. It's flexible and easy to use, allowing us to customize workflows, dashboards, and automations to fit our needs, which helps track progress and identify priorities. ### 41. Comprehensive Yet Slow CRM Option **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 17, 2026 **What do you like best about monday CRM?** I like monday CRM because all the customer contacts are in one place, making it easy to track calls and emails. It's convenient to have all the contacts together, allowing me to see the last action taken and decide on the next steps. It was also useful for different team members as one used it to organize events and another for sales, which shows its versatility. **What do you dislike about monday CRM?** It's a bit slow, and it's also unable to organize the system per account. For instance, if I need to see all the communication with a specific company or business, I need to look at individual customer or people's entries. The AI feature was not very efficient; when I tried to find a specific little thing, it didn't help much. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM for tracking software sales and managing customer contacts, including calls and emails. It centralizes all my information, showing the last actions for easy follow-up. ### 42. AI-Assisted Automations That Save Serious Time **Rating:** 4.0/5.0 stars **Reviewed by:** Landi B. | Virtual HR Specialist, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 07, 2026 **What do you like best about monday CRM?** Automations are now much easier with the AI assistance. It’s a big improvement overall and really helps with saving time. **What do you dislike about monday CRM?** When the credits run out—especially if I’m still reviewing products—it becomes a problem because I have multiple automations in place, and everything gets blocked as soon as the credits are exhausted. **What problems is monday CRM solving and how is that benefiting you?** Managing multiple tasks, ranging from onboarding and management to communication and record-keeping. ### 43. Great Mass Email & Templates, but Follow-Ups Need More Multi-Contact Options **Rating:** 3.5/5.0 stars **Reviewed by:** Genevieve H. | Business Development Specialist, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 31, 2026 **What do you like best about monday CRM?** Mass email function is great alongside the template saving option. The Monday.com CRM gives us everything we need and all of the recent AI features are handy to have. **What do you dislike about monday CRM?** I would like to have the option to follow-up or replying mass to more than 1 email address or contact at a time. **What problems is monday CRM solving and how is that benefiting you?** It helps keep all of our leads organised and helps in sales meeting debriefs. ### 44. User-Friendly and Supportive, with Powerful Connected Boards **Rating:** 5.0/5.0 stars **Reviewed by:** Carli L. | Admin assistant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** How user friendly it is. It offers a lot of support so I can streamline the different things I am working on. I appreciate that I can connect multiple different boards together to save time and increase my performance. Monday's as a whole is always updating and including new things to try. **What do you dislike about monday CRM?** Just basic difficulties, trying to get boards to do certain things but not understanding what I am doing wrong to make it work. **What problems is monday CRM solving and how is that benefiting you?** I cannot think of anything specific regarding this at this time. ### 45. Flexible Monday CRM That Fits Your Team’s Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Tyler H. | Development Associate, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 09, 2026 **What do you like best about monday CRM?** The flexibility to build Monday CRM however is best for your team's workflow is great. Before Monday I've always struggled to get other CRMs to work with my teams current workflows. **What do you dislike about monday CRM?** Monday CRM requires users to really know the full capabilities of Monday as a platform to use it to its full potential. It creates a steep learning curve for new users. **What problems is monday CRM solving and how is that benefiting you?** It's able to be the central brain for my company's sourcing pipeline and project management. It's a huge benefit not having to switch between different platforms for these things. ### 46. Intuitive, Customizable CRM That Streamlines Pipelines and Team Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise. **Reviewed Date:** May 26, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is its intuitive and highly customizable interface for managing client relationships, pipelines, and team collaboration. From an account management perspective, it makes it easy to track deals, follow-ups, onboarding, and renewals in one centralized platform. The automation features save time on repetitive tasks, and the dashboards provide strong visibility into account activity and team progress. I also appreciate the seamless integrations with email and calendar tools, which help streamline communication and workflow management. **What do you dislike about monday CRM?** One downside of monday CRM is that some of the more advanced reporting, automation, and customization features can take time to fully learn and configure. While the platform is very flexible, setting up complex workflows can feel overwhelming for newer users. I also think pricing can increase quickly as teams scale and require additional integrations or advanced functionality. At times, certain views or dashboards can become cluttered when managing a large volume of accounts and activities. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve challenges around account visibility, pipeline management, and cross-functional collaboration. It centralizes client communication, tasks, deal tracking, and follow-ups in one place, which reduces manual coordination and keeps teams aligned. From an account management perspective, this improves organization, response times, and overall client experience. The automation features also help save time on repetitive administrative tasks, allowing me to focus more on relationship building and strategic account growth. ### 47. Efficient and Intuitive CRM with Powerful Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Thabiso M. | Claims Administrator, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 09, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about monday CRM?** I find monday CRM easy to use with customizable workflows and visual dashboards that help make managing work simple and efficient. The helpful automation is a big plus for managing my tasks with ease. I also like the collaboration features and the ability to track progress in real-time, which is incredibly useful. The platform provides more advanced tracking options that have improved our productivity. The initial setup process was smooth, and I didn't encounter any issues. **What do you dislike about monday CRM?** Sometimes advanced features can take time to learn. I'd like to see more built-in reporting options. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to track work flow and timelines, making it easy with customizable workflows and visual dashboards. It organizes and improves productivity with advanced tracking options and real-time progress tracking. ### 48. Top-Notch Support and an Easy-to-Use Interface for Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Greg M. | Web Designer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The interface, the support is top notch, they will get on a call and record a video to walk you through things. Overall it's easy to use and works perfectly for me and my team. **What do you dislike about monday CRM?** Some of the interations stop working and I have to fix them. Also, paying per seat is not a something I like as well. It restricts me from adding more of my team. **What problems is monday CRM solving and how is that benefiting you?** It solves my project management issues with my employees as well as the website form integration is so helpful ### 49. Visual, Flexible CRM That Streamlines Pipelines with Automation and Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Kamal R. | Business Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **G2 Icon:** Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise. **Reviewed Date:** May 22, 2026 **What do you like best about monday CRM?** What I like most about monday CRM is its highly visual, customizable interface, which makes it easy to manage leads, sales pipelines, tasks, and team collaboration all in one place. The automation features help cut down on manual work, the dashboards give clear visibility into progress and performance, and the overall flexibility lets teams tailor the CRM to their specific business processes without a heavy technical dependency. **What do you dislike about monday CRM?** One drawback of monday CRM is that some of its more advanced CRM and reporting capabilities may require extra setup and customization to fully align with complex business workflows. Pricing can also become costly as teams grow, especially when adding more users or opting into premium features. In addition, some integrations and automations may feel limited compared with more specialized enterprise CRM platforms. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps us address challenges with lead tracking, sales pipeline management, task coordination, and team collaboration by bringing all customer and sales activities into one centralized platform. For our team, this means clearer visibility into sales progress, fewer manual follow-ups, and more automation for repetitive tasks, which makes collaboration smoother and more efficient. It also supports better opportunity tracking, quicker response times, and a more organized approach to customer relationship management, ultimately improving productivity and decision-making. ### 50. Excellent Project Oversight and Visibility for Everyone **Rating:** 4.0/5.0 stars **Reviewed by:** Mikel R. | COO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 29, 2026 **What do you like best about monday CRM?** It's ability to manage a project and give everyone oversight of where it's at, including those that aren't direct employees **What do you dislike about monday CRM?** CRM isn't intuitive. It's quite difficult to see a customers activity and timeline in one, easily accessible place. **What problems is monday CRM solving and how is that benefiting you?** It's allowed us to amalgamate several sources of information into one easily, accessible location that many people can have access to at different levels. It's like excel on steroids and our project management coupled with visibility of such is fantastic ## 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) - 3 comments, 1 upvote - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment - [View monday CRM pricing details and edition comparison](https://www.g2.com/products/monday-crm/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-09-15+09%3A15%3A48+-0500&secure%5Bsession_id%5D=076e87be-d914-4a78-89f5-559b4d551e7d&secure%5Btoken%5D=a555b2d241aaa41f1ce35dead6e1c99311af1307fa28861a013449a78b15b6ad&format=llm_user) ## 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 - 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