Carli L.
CL
Carli L.
Admin assistant
Small-Business (50 or fewer emp.)
"User-Friendly and Supportive, with Powerful Connected Boards"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Tyler H.
TH
Tyler H.
Development Associate
Small-Business (50 or fewer emp.)
"Flexible Monday CRM That Fits Your Team’s Workflow"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Enterprise (> 1000 emp.)
"Intuitive, Customizable CRM That Streamlines Pipelines and Team Collaboration"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Thabiso M.
TM
Thabiso M.
Claims Administrator
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Efficient and Intuitive CRM with Powerful Tracking"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Greg M.
GM
Greg M.
Web Designer
Small-Business (50 or fewer emp.)
"Top-Notch Support and an Easy-to-Use Interface for Teams"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Kamal R.
KR
Kamal R.
Business Analyst
Information Technology and Services
Mid-Market (51-1000 emp.)
"Visual, Flexible CRM That Streamlines Pipelines with Automation and Dashboards"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

MR
Mikel R.
COO
Small-Business (50 or fewer emp.)
"Excellent Project Oversight and Visibility for Everyone"
4/5
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Sleek Spreadsheet-Style Interface That Streamlines Sales Workflows"
4/5
What do you like best about monday CRM?

Monday is presented as a spreadsheet, giving users a sleek and informative interface which presents the key details for sales team to use. The performance is fast, with little issues other than the occasional lag. We use the integrations to design our own tasks board which makes the jobs of our salesmen much easier. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Monday's loading speed can sometimes cause issues for us, as with the plugins we use it can make tasks and other pages load slow, sometimes between 20-30 seconds. Review collected by and hosted on G2.com.

Jessica T.
JT
Jessica T.
Operations Associate
Small-Business (50 or fewer emp.)
"Intuitive CRM with Powerful Automations and Slight Performance Flaws"
4.5/5
What do you like best about monday CRM?

I really like the variety of features in monday CRM that I use regularly. I find the sequences and mass email features very useful. The automations and workflows are a highlight for me because they have dramatically reduced the time we spend on manual tasks, allowing us to maintain a smaller team. Everything is very easy to use, making it accessible for everyone on my team. Additionally, the initial setup was very, very easy. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

I feel like sometimes it's a little bit slow the more data we put in, the slower it gets. Review collected by and hosted on G2.com.

BackTo B.
BB
BackTo B.
Small-Business (50 or fewer emp.)
"User-Friendly with Seamless Integration"
4/5
What do you like best about monday CRM?

I really appreciate monday CRM because it links to our monday boards, which are very important to us. It's great that it simplifies the client tracking process and easily links with other services we use. Additionally, monday CRM is user-friendly and not complicated. I've used other CRMs like HubSpot, which are hard to introduce to a company due to their complexity, but that's not the case with monday CRM. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Setting it up is a pain, especially when it comes to migrating data. Review collected by and hosted on G2.com.