The best part about Monday CRM is how user-friendly and customizable it is. It allows for seamless cross-departmental collaboration, organized follow-ups on support tickets (we use a board as a ticketing platform), and tailored boards for our specific workflows. Plus, the ability to create custom integrations is absolutely key for us to keep scaling the platform as we grow. Review collected by and hosted on G2.com.

The main drawbacks for me are the search performance and the AI capabilities. Even using a powerful laptop, the search function can be quite slow to open and delayed in displaying results. Additionally, the AI tool isn't as advanced as others on the market; it still needs significant development before it can provide the level of assistance we see on competing platforms. Review collected by and hosted on G2.com.

What I like most about monday CRM is how customizable it is. It keeps my team, tasks, and pipelines organized in one place, automates repetitive work, and makes it easy to track every deal from start to finish. It saves time, improves communication, and helps ensure nothing falls through the cracks. Review collected by and hosted on G2.com.

Overall, I’ve had a good experience with monday CRM, but there are a few things I’d improve. Some automations and integrations take time to learn, and setting up complex workflows can feel overwhelming at first. I also wish some CRM features required less customization out of the box, especially for mortgage and real estate workflows. Review collected by and hosted on G2.com.

Monday CRM has an elegant way of letting items (and subitems) relate to each other. I can connect my organizations to my contacts, my projects, and more, which makes it easy to keep everything linked in one place. In my opinion, Monday’s pricing is relatively low, especially considering it combines both project management and CRM features.

Support is quick and attentive, and they also seem to genuinely listen to user feedback. There are frequent updates and improvements to the platform. I really enjoy the Gmail integration, too as I’m able to track all relevant emails within the monday E&A, and the whole emailing system feels simple and easy to use. I can create charts and dashboards to better manage our data flow. Automations are intuitive and straightforward to create and manage, especially their Workflows automation process, which runs insanely quickly. It takes only seconds to run a full workflow of automations, even when it contains 100 action blocks. Workflows is one of monday.com's best features by far. Review collected by and hosted on G2.com.

Sometimes, when there’s a lot of noise, the app can feel a bit slow. I also think the heavy focus on AI is unnecessary; while AI can be helpful, I’d rather see more practical, truly needed features added instead. Review collected by and hosted on G2.com.

I own a Revenue Cycle Management company. monday.com CRM helps me run my RCM smoothly for the following reasons: Form creation for my customers were easy to make and easy to edit when changes take place.

Follow up, following up insurance claims and having the whole team track them makes communication easy. And Mail & Activities... my very favorite! All messages to our customers from any one of my team is seen by the whole team, which cuts down on duplicate work and gets all of us on the same page! Review collected by and hosted on G2.com.

I would love to see estimated down time, when there are issues with the site. This morning, for example, you got the site back up quickly, but the automations, which are key to our daily work, were still not working. I get that sites go down, that's not a biggie, monday.com rarely does, but letting your customer know approximate times, may allow us to perhaps do an impromptu staff meeting while waiting for things to work again. Review collected by and hosted on G2.com.

What I like best about monday CRM is how easy it is to keep our intake process organised and visible. We have been using it to support our intake workflow, including completing forms, tracking where each person is up to, and making sure they are properly registered.

The most helpful part is that everything can be kept in one place, so it reduces the risk of missing steps or losing information. It also makes it easier for the team to see what has been completed, what still needs action, and who is responsible for the next step.

The biggest upside for us is that it helps create a more consistent and streamlined intake process. It saves time, improves communication, and gives us a clear overview of each person’s progress from enquiry through to registration. Review collected by and hosted on G2.com.

What I dislike about monday CRM is that it can take a bit of time to set up properly so it works the way you need it to. There are a lot of features and options, which is great, but it can also feel a little overwhelming at the start.

Some parts of the process can feel a bit clunky, especially when you are trying to customise forms, workflows, or automations to match a specific intake process. It works well once everything is set up, but getting it right can take some trial and error.

The other downside is that if the boards are not maintained properly, it can become messy quite quickly. So it does need clear processes and regular updates to make sure the information stays accurate and useful. Review collected by and hosted on G2.com.

I like that it is very user-friendly and it has a lot of integrations and automations built into it. It's operates fast and is not prone to glitches like our previous program. It is more affordable than our last system. and the built-in AI has been helpful to create solutions within our system. Onboarding is great. Review collected by and hosted on G2.com.

Our monday CRM support team was not very helpful in getting the administrators onboarded. We felt that we were left to our own devices and were not educated properly on the system. There are several things that Monday failed to deliver for us that we are unhappy about and that is due to the sales team for Monday. We felt like we were sold on false promises. Review collected by and hosted on G2.com.

It is an outstanding single source of truth for me and a very convenient one-stop office for our events company! A very customizable application that i configure to each event as per its needs. I've found it easy-to-use, compatible, easy-to-integrate with relevant apps. Its dashboard centralizes everything for me superbly, allowing me to see and control operations smoothly! Review collected by and hosted on G2.com.

- Its greatest advantage of being very customizable can sometimes complicate things. It can be overwhelming for some of the actors involved in my events as Monday CRM is not that easy to understand. Most generally prefer using Whatsapp for its instant communication. Overall, It needs a technical know-how to set it up unfortunately. Review collected by and hosted on G2.com.

I enjoy how monday CRM saves me time by handling repetitive tasks like calling clients for follow up, document chasing and Client reengagement. I'm also pleased that it populates the correct message automatically after calls. I find it valuable to see the full spectrum of a job from start to finish, including the stages from inquiry to installation and post-installation care. I appreciate being able to tap into various departments to monitor processes, which helps in dealing with customer care and satisfaction. The ability of monday CRM to adapt, transfer information across divisions, and have automations that save manual time and labor is a real asset. Review collected by and hosted on G2.com.

I find the transfer of data challenging, particularly during the transition from version 3.0 to 4.0. It's frustrating when information doesn't transfer over, and I have to reattach documents and copy notes. This issue takes away the time I've saved in other areas. Review collected by and hosted on G2.com.

The best thing about monday is that it stores basically anything and everything you need. It's a clean interface. It's easy to share with other coworkers. It keeps me on top of my work with the use of dashboards. Review collected by and hosted on G2.com.

Sometimes monday is a little slow, but that might just be my computer instead of monday. My company only allows so many integrations and I wish it could integrate more with other things I would utilize to streamline my work. Review collected by and hosted on G2.com.

I like how flexible monday CRM is. We’ve tailored it around our actual workflows—from lead intake and client systems to invoices, events, production, approvals, and revenue—so our small team has one clear, connected view of the business. Review collected by and hosted on G2.com.

The minimum seat requirement is frustrating for solopreneurs. A true one-person plan would make monday CRM more accessible and feel fairer for independent business owners. Review collected by and hosted on G2.com.