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.

I like that monday CRM is easy to use, well-organized, and reliable. It streamlines workflows, integrates well with other tools, supports smooth collaboration, and offers good value for the cost. The onboarding and support are helpful, and the automation and AI features further improve efficiency and productivity. Review collected by and hosted on G2.com.

Some features can take time to learn and set up, especially when customizing workflows. There can also be occasional limitations with integrations and automation, and some advanced features may feel expensive depending on the level of usage. Review collected by and hosted on G2.com.

Monday CRM is a helpful platform that keeps everyone organized. I love that it makes it easy for everyone to stay on top of tasks, write notes, and assign items to different people. It’s also great for tracking different stats and keeping everything in one place. Review collected by and hosted on G2.com.

I wish I were notified when someone updates their notes. Also, at the beginning it can feel like a lot to learn and navigate until you get used to where everything is. Review collected by and hosted on G2.com.

I find that monday CRM makes monitoring easier, helping us track leads and sales more effectively in our real estate business. I really like how the automations in monday CRM benefit us by making our process seamless and allowing us to skip many manual steps. Review collected by and hosted on G2.com.

Sometimes the support doesn't respond as fast given the monthly subscription that we pay. I hope that they will have live agents that can help in real time. Also, the initial setup took a while since we opted to do it on our own. Review collected by and hosted on G2.com.

How often does one get tracker that not only finds leads but also shows you where they’ve come from? Enter Monday CRM! In every campaign we have nowadays, it’s surreal how it helps us never miss a deal, how fast it enables us to close. And that’s because its built to help us forecast better, move faster in the competitive Marketing and Advertising Industry. What it does for ROI is unbelievable. Its dashboard absolutely makes our work easier than ever before. It’s very intuitive, easy-to-configure, has AI features that are modern day! Its integrations with relevant platforms are just wow! What an App! Review collected by and hosted on G2.com.

- Unfortunately, we’ve found it weak on email communication. It definitely needs to integrate with other apps to deliver to standard.

- It needs to improve on reporting because its capacity I quite average,

- Generally, it’s expensive to engage but good value.

- A bit of a learning curve for some, but they’ll get used to it sooner rather than later. They’ve got to. Review collected by and hosted on G2.com.

The best aspect of monday CRM is its total flexibility combined with an effortless visual interface. It eliminates sales admin clutter by automating repetitive tasks like lead assignment and follow-up reminders while keeping complex sales pipelines visually clean and fully customizable for the entire team. Connects natively with essential communication and productivity tools like Gmail, Outlook, Slack, and Zoom. Web and mobile apps load data quickly, even when handling large, multi-column databases with active automation recipes. The time saved on repetitive administrative data entry through built-in automations quickly offsets the software licensing costs. An extensive knowledge base, video tutorials, and active user community make onboarding new team members straightforward. Embedded AI tools assist in drafting client emails, summarizing long deal updates, and extracting key data points from meeting notes. Review collected by and hosted on G2.com.

The biggest downside to monday CRM is its cost escalation and complexity at scale. While easy to start with, key sales features—like advanced reporting, higher automation limits, and formula columns—are locked behind higher tiers with fixed per-seat minimums. Additionally, large boards with complex automations can become sluggish, and sub-item reporting remains overly restrictive compared to dedicated enterprise CRMs Review collected by and hosted on G2.com.

I love the clear visibility into task status, deadlines, and responsibilities that monday CRM provides, making team collaboration and follow-ups much more efficient. It helps us avoid missed tasks and follow-ups by keeping everything organized in one place. It makes it easier to track progress, assign responsibilities, communicate with the team, and maintain visibility on pending property-related tasks. Having a clear picture of what needs to be done, who is responsible, and when it needs to be completed makes it easier to prioritize work and ensure nothing gets missed. Plus, it improves team coordination as everyone can see the latest status and updates in one place. The initial setup was easy and straightforward, and once everything was configured, it was easy for the team to start using. Review collected by and hosted on G2.com.

I find that customization and automation could be improved in monday CRM, as some workflows require a few extra steps to set up. Having more flexible automation and reporting would make it even more efficient for us in managing multiple tasks and properties. 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.