The interface is clean, highly customizable, and visually appealing, which allows our team to create pipelines that match how we actually work instead of forcing us into a rigid process. I also appreciate that managing customer communication can all happen in one place, making collaboration much smoother.

Overall, Monday CRM has helped us increase productivity and maintain accurate customer records. It brings together flexibility, automation, and ease of use in a CRM that supports both growing businesses and established sales teams looking to streamline their customer management processes. Review collected by and hosted on G2.com.

Not really a dislike bur what to check upon, New users may need a bit of time to learn the interface before they feel comfortable using all of the available customization options. Review collected by and hosted on G2.com.

That I can create reminders to ensure I stay organized and remain on top of follow ups. Also creating automations to customize my workflows in a way that works specifically for me and to make my processes more efficient. Lastly, that I can track emails and see when they were opened/how many times so I can track engagement. Review collected by and hosted on G2.com.

That sometimes I dont know how to use certain features and theres not information available on how to use the features Review collected by and hosted on G2.com.

What I like most about monday CRM is how it centralizes project information and strengthens collaboration across teams. It allows us to track quotation requests, monitor project progress, assign responsibilities clearly, and manage deadlines more efficiently. Review collected by and hosted on G2.com.

One of the least helpful aspects is that some features take multiple clicks to reach, which can slow down routine tasks. Although the platform is highly customizable, configuring and maintaining more complex workflows can be time-consuming, especially for new users. Review collected by and hosted on G2.com.

What I like best about monday CRM is its intuitive interface and customizable workflows. It makes it easy to track leads, manage customer relationships, collaborate with team members, and keep all project information organized in one place. The automation features also save time and improve overall productivity. Review collected by and hosted on G2.com.

One downside of monday CRM is that some advanced features and automations can take time to learn and configure properly. As workflows become more complex, boards can sometimes feel cluttered, making it harder to quickly find key information. The reporting and customization options are powerful, but they can require additional setup and ongoing maintenance to get the most value from them. Review collected by and hosted on G2.com.

I find monday CRM to be an excellent project management platform that helps my team stay organized and aligned. It makes campaign tracking, task progress monitoring, and maintaining visibility across projects seamless. I appreciate how it makes ownership and status updates clear, improves collaboration, and helps keep work moving efficiently from planning through execution. I particularly like the automations, as we don't have to rely on manual communications for updates. The platform can email team members with project updates and assets, saving me from doing it myself. Additionally, the initial setup was very easy. Review collected by and hosted on G2.com.

I think monday CRM could be improved with better integration with the Teams chat function. It would be great to have updates on project statuses directly in team chats. Another challenging aspect is getting team buy-in on a new process and getting everyone ramped up. Review collected by and hosted on G2.com.

It’s very helpful to have all my colleagues accessing the same source of truth. Being able to send different enquiries to different groups is also really useful, and it saves us time compared with manually going through an Excel register. Review collected by and hosted on G2.com.

It hasn’t been rolled out across the company very well. We still can’t link our project/development pages to the main leasing page, which would be extremely helpful. Being able to connect them would let us track leasing enquiries directly on each project page, instead of having to rely on a separate leasing page. Review collected by and hosted on G2.com.

I like using monday CRM to schedule tasks because it keeps everything in one place and lets me set clear time frames for each item. I also appreciate being able to set limits on tasks and share them with others when it’s a group effort. That helps us avoid duplicating work and makes responsibilities clear, including when tasks need to be turned in.

Overall, the app has been really beneficial for me. The initial setup was extremely easy, with step-by-step instructions and helpful video how-tos. It supports my workflow by letting me create live documents, calendars, and meetings—basically the tools a business may need to run more smoothly and complete projects on a strict schedule. It also helps when I’m putting together presentations for potential buyers of the products.

monday CRM is a highly visual, customizable CRM that works well for small-to-medium teams. It has a clean, colorful interface with drag-and-drop boards, and the learning curve feels minimal compared to tools like Salesforce, which makes onboarding faster for teams. It’s also one of the most beginner-friendly CRMs I’ve used for team collaboration. It provides stations that can be used to build pipelines, dashboards, and automations, and it has over 200 templates that can be integrated to fit your direct needs. The programs that can be intergrated include but are not limited to Gmail, Outlook, and Slack. These help companies perform in a fast and effiecient matter seamlessly. Review collected by and hosted on G2.com.

Some of the more advanced task helpers aren’t included in certain packages, so you end up having to purchase them for an additional fee. It would be great if there were a package that included all the features without breaking the bank. The company doesn’t offer group rates; instead, it charges per-person rates based on a certain number of personnel. The benefits improve as your monthly payments for users increase, and the artificial intelligence features are also offered differently in each package. It also feels like you have to add a minimum number of users (around three) before anything can really be performed to help the company, and even then some of the more important features are still locked behind higher-paying tiers. The more you want your company to be able to do, the more options are available—but usually for additional per-user fees. If you have fewer people signed up, you have fewer resources to access, and any resources you need require further upgrades, which in layman’s terms means spending more money. Review collected by and hosted on G2.com.

I love the ability to assign tasks and the mass email feature in monday CRM. It allows us to reach out to all of our participants painlessly, drastically reducing the time it would take compared to using Gmail. The ease of organizing and dividing work more efficiently is also a big plus. I find the initial setup to be very quick and easy. Review collected by and hosted on G2.com.

I wish there was a scheduled send feature, CCing, and the ability to group email recipients into the same thread. Being able to schedule emails is a no-brainer. CCing allows my other team members to see what's moving, and grouping email recipients would enable seamless collaboration between participants in our network. The ties to Israel are alarming, and the platform isn't quite as built up as it needs to be. Review collected by and hosted on G2.com.

What I like best about monday.com is that it brings all of our information into one place. We've replaced multiple manual spreadsheets with a single, easy-to-use platform, making it much easier to manage projects, track progress and keep everyone aligned.

The real-time collaboration is invaluable. Multiple team members can update tasks, add notes and monitor progress simultaneously, so everyone is always working from the latest information. The search function is also excellent, allowing us to quickly find projects, tasks or client information without wasting time searching through numerous spreadsheets.

Overall, it's saved us time, improved visibility across the team and made project management far more efficient. Review collected by and hosted on G2.com.

There isn't anything we actively dislike about monday CRM, but there are a few areas that could be improved. As with any feature-rich platform, there can be a learning curve when you're first setting it up, particularly if you're moving from spreadsheets and want to customise workflows. Some of the more advanced automations and reporting also take a bit of time to configure properly.

We'd also welcome even more flexibility in some of the reporting and dashboard features, particularly when pulling together data from multiple boards. That said, once everything is configured, the platform is intuitive to use and has significantly improved the way our team manages projects and client information. Review collected by and hosted on G2.com.

We host legal updates and sponsor trade events, I connect the campaign board to the contacts board, so I can see who attended, who engaged with our content , and who later became a client.

We run 3 core boards; Referral Partners, Corporate Clients, and Brand Campaigns . I can move contact without forcing it into a pipeline it doesn't fit. The Visibility finally let me prove brand activity drives revenue. Review collected by and hosted on G2.com.

The default reports are too generic for professional services. I spend about a week building custom widgets for "referrals by source" and "campaign to instruction rate." Once it is set it's great but expect some setup time. Review collected by and hosted on G2.com.