The user interface is especially simple and easy to navigate. The simplicity of the system is logical and also easy to achieve your desired task. The introduction of the chat bots has been game changing. They can create anything you need by simply chatting about it. It performs well consistently. It is a system whereby you can basically teach yourself and requires no onboarding. It also speaks directly to emails and Claude so the integrations are very helpful. Having all our information tracked in one place definitely saves time and money. Review collected by and hosted on G2.com.

nothing stands out about why i wouldn't like monday CRM. More people should use it. Review collected by and hosted on G2.com.

I find it very useful because of its AI-powered features, which make creating forms, workflows, and automations smooth. It’s easy to collaborate with team members, keep information organised, and manage tasks in one place. The platform is multifunctional and flexible, making it suitable for a wide range of business and project management needs. Review collected by and hosted on G2.com.

One thing I dislike is that the layout and setup can take some time to get used to at first, and editing the forms can feel a bit finicky at times. However, once you become familiar with the platform, it becomes much easier to navigate and use effectively. Review collected by and hosted on G2.com.

I have been using monday CRM for project management, and it's been perfect for keeping our team organized and on track. The interface is intuitive, making it easy to manage projects, assign tasks, track progress, and collaborate across departments. The range of features and automation tools has helped streamline our workflows, while the custom dashboards provide great visibility into project status and key priorities. I like the dashboards for their quick accessibility to information. The dashboards provide a clear, real-time overview of everything happening across our projects, allowing us to view everything in one place instead of opening multiple boards or excel files. The initial setup was very seamless, and I would highly recommend monday CRM. Review collected by and hosted on G2.com.

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The best thing about Monday CRM is its visual interface. The Kanban-style boards with drag-and-drop cards make it very easy to see the status of each deal at a glance. Plus, it’s very flexible and adapts well to your way of working Review collected by and hosted on G2.com.

The pricing model is quite rigid because you have to buy user licenses in fixed seat blocks rather than paying per individual user. Also, some advanced reporting features are locked behind the most expensive tiers. Review collected by and hosted on G2.com.

I like how monday CRM puts everything in one place and makes it really easy to find everything and communicate with other people on a project. I appreciate that it integrates with other software like Google Calendar, Google Drive, and Gmail, making everything seamless when working with files and emails coming from clients in one spot. I enjoy being able to see all the different stages a project is at, which is really cool. The initial setup was really easy, thanks to the good templates and the interface being very seamless, easy to understand, and intuitive. Review collected by and hosted on G2.com.

I experience some delays with messaging, and I think it would be easier if I could message people directly on the app or even make calls. Review collected by and hosted on G2.com.

Monday CRM has helped streamline our stakeholder and project management processes through its intuitive interface, workflow automation, and real-time reporting. The platform integrates well with our existing tools, reducing manual effort and improving data visibility across teams. Performance has been reliable, with dashboards providing quick access to key information and insights. The built-in AI capabilities help automate routine tasks and surface useful recommendations, while the support and onboarding experience has been responsive and easy to navigate. Review collected by and hosted on G2.com.

I've had a really positive experience with monday CRM overall, but there are a few areas that could be improved. The integrations work well for basic use cases, although setting up more complex connections can sometimes be harder than expected and require extra troubleshooting. Support is helpful, but response times and guidance for more technical issues could be more consistent. Performance is generally solid, and the AI features are improving, but I'd love to see smarter recommendations and more automation options as the platform continues to evolve. Review collected by and hosted on G2.com.

Monday CRM is a great platform for organizing information and managing data efficiently. It's especially helpful for beginners who don't have much experience using CRM software because the interface is user-friendly and easy to navigate. The features are straightforward, making it simple to keep track of customer information and workflows. Overall, it's a reliable and easy-to-use CRM for both new and experienced users. Review collected by and hosted on G2.com.

Nothing much to add, because I’ve been using this CRM for three years now, and it’s been good for me. Review collected by and hosted on G2.com.

Having a clear/centralised space to hold information about our customers

I like that I can go into a customer, click email and send from there. I like seeing the email trail and it is helpful knowing whether a customer has read their email or not Review collected by and hosted on G2.com.

When, if you are resending an email to followup there is no way you can edit the subject line. that is annoying. also no feature to mark it urgent or low. Also with templates very annoying not having them in alphabetical order Review collected by and hosted on G2.com.

What I like most about monday CRM is how easy it is to customise to match the way our team works. We use it to manage sales enquiries, client relationships and follow-ups, and it's simple to build pipelines that reflect our process rather than forcing us into a rigid system. Review collected by and hosted on G2.com.

One area that could be improved is the reporting and dashboard customisation. While the built-in reporting is useful for day-to-day visibility, creating more advanced reports can take some trial and error, and there are times when we'd like more flexibility without relying on additional workarounds. Review collected by and hosted on G2.com.

I like monday CRM for its ability to update people who are not working the same hours as I am, keeping them up to date on what we are doing and allowing me to request action. It's great for coordinating with teams spread across different locations, like our offshore team, who can see what needs to be done even while our U.S. team is asleep. Previously, we struggled with managing tasks through a flood of emails, but monday CRM lets us organize into priorities and different tasks, making everything easier for our team. Review collected by and hosted on G2.com.

I wish there was a way to search for updates. It'd be nice to just have a search area where I could type in one keyword and have something pop up. Review collected by and hosted on G2.com.