Monday CRM stands out for its simple and visual design that helps teams stay organized and connected. You can easily manage leads, contacts, and projects in one place while seeing progress in real time. The system allows you to create custom boards that fit your workflow, making it easy to track churches, partners, or events without getting lost in complicated tools.

It also offers strong collaboration and automation features that save time. Team members can comment, tag each other, and share files directly on each board. Automated reminders and email integrations help ensure nothing falls through the cracks, while dashboards give quick insight into performance and outreach efforts. Review collected by and hosted on G2.com.

Monday CRM can get costly if your team needs more features or extra users. Some people find the mobile app less smooth than the desktop version. - YEs Review collected by and hosted on G2.com.

That we can enjoy a fully functional CRM and project management platform all in the one spot... we can cancel at least 2 other subscriptions and don't need to login to more than one platform. Review collected by and hosted on G2.com.

Knowing what features are called when building out workflows... can be a little trial and error to find the right combination. Also, the Dashboard displays are not as useful as we'd hoped... we'd like to build a client-friendly dashboard that supports URLS so we can export it and send to clients as a PDF. Review collected by and hosted on G2.com.

We’ve been using Monday.com to manage our day-to-day work, and it’s made a real difference for our team.

It keeps everything organized, well-documented, and visible, so it’s much easier to stay aligned and on top of tasks. The UI is clean and intuitive, which makes adoption across the team very smooth.

I also really like the integrations—it connects well with other tools we use and helps reduce manual work by keeping everything in sync.

Next step for us is bringing AI into the workflows, which I think will be a game changer in terms of automation and insights.

Overall, Monday.com has become a key part of how we run our operations. Review collected by and hosted on G2.com.

Monday isn't perfect. It takes time to set things up properly, and without a clear structure, it can get messy pretty quickly. Also, some of the more useful features are locked behind higher plans, so costs can add up as the team grows. Review collected by and hosted on G2.com.

Before Monday CRM, it was difficult to get a complete picture of our opportunities and active work. Now, we have real-time visibility into potential projects, projects currently underway, and our future pipeline. The platform has streamlined our processes, improved accountability, and given us confidence in our forecasting and resource planning. Review collected by and hosted on G2.com.

One of the biggest challenges with Monday CRM is that its greatest strength - customization - can also be a drawback. The platform is incredibly flexible, but getting it configured to match our business processes required a significant investment of time and effort. We spent months refining workflows, automations, dashboards, and reporting, and ultimately hired a developer to help us fully implement our vision. While the end result has been worth it, organizations should be prepared for a substantial setup and learning curve if they want to take full advantage of everything the platform has to offer. Review collected by and hosted on G2.com.

What I like best about monday CRM is its highly visual and intuitive interface, which makes it incredibly easy for the team to adopt compared to traditional, rigid CRMs. Additionally, its powerful no-code automation builder and endless customization options allow us to tailor pipelines and eliminate manual data entry in minutes. Review collected by and hosted on G2.com.

First, it is built on top of a project management platform, meaning it lacks some native, heavy-duty sales features out of the box. Setting up advanced sales tools, like deep data enrichment, complex territory management, or multi-currency reporting, requires a lot of manual configuration and workarounds.

Second, the pricing structure can be frustrating. Monday.com enforces strict user-seat tiers (like buying access for groups of 3, 5, or 10 users). This means if you only need to add one extra sales rep to your team, you are often forced to pay for an entire higher tier of unused seats. Review collected by and hosted on G2.com.

Very flexible product, it can be used for so many different solutions and has good automations, reporting and integrations Review collected by and hosted on G2.com.

As it is so big, it is beyond me to and there are a lot of small changes you can do to each section, which can make it feel a bit over whelming but there is good help from external suppliers connected with Monday who can help mould for you Review collected by and hosted on G2.com.

I like that monday CRM is fairly intuitive to use and offers automation features that help me be more efficient. The automation saves me time, and I'm experimenting with agents to increase efficiency further. The platform offers some flexibility with different ways to complete similar tasks. I also appreciate the comfortable user interface for daily use. As a graphic designer, I value the good user interface and experience, which makes monday CRM user-friendly compared to the product we moved from, 17 Hats. Review collected by and hosted on G2.com.

I'd prefer a more granulated pricing structure that would allow me to add features that I don't have right now, without having to slide up to a whole new tier. Review collected by and hosted on G2.com.

The customizability and project workflow. It works for both simple and more complex projects alike, and the dedicated comments section makes it easy to keep everything tracked within the platform. It’s also easy to add doc links within the given fields, which helps when these are critical to the nature of a project. Review collected by and hosted on G2.com.

There are some limitations, especially when it comes to chat, integration with other apps, and AI features. Review collected by and hosted on G2.com.

What I like best is probably the overall organization. The color-coating and different status types make things feel organized. I also like the AI automations feature since it helps to make everything flow well. Review collected by and hosted on G2.com.

It can get a little complicated to figure out some of the setup/automations. Trying to get information to properly duplicate between boards can get complex. The thing I dislike the most about the CRM is that we were told it integrates with Outlook. They left out the part that it doesn't work with our version of Outlook. It only integrates with a specific version of Outlook. We can work around it, except that every "email and activity" screen is designed for the integration. I have to remind our users that they can't click "new email" or "schedule meeting" because we don't actually have that option. Review collected by and hosted on G2.com.

What I like most about monday CRM is how customizable it is while still being easy to use. We use it to manage leads, sales pipelines, projects, and client workflows, and it's simple to tailor boards, views, and automations to match different business processes without needing custom development.

The automation features have probably had the biggest impact on my workflow. Repetitive tasks like updating statuses, creating follow-up items, sending notifications, and syncing data happen automatically, which saves a significant amount of manual work and reduces human error.

I also appreciate how well it integrates with other tools. Connecting monday CRM with platforms like Make, Google Workspace, Outlook, and other business applications has allowed us to build end-to-end workflows instead of relying on disconnected systems.

The interface is clean and intuitive, making it easy for both technical and non-technical team members to get up to speed quickly. Features like dashboards, timeline views, and customizable reports also make it much easier to track progress and keep stakeholders informed.

Overall, monday CRM has helped streamline our processes, improve collaboration across teams, and make our workflows much more efficient. Review collected by and hosted on G2.com.

One area where monday CRM could improve is the flexibility of some of its native automations and reporting features. While the built-in automation recipes cover many common use cases, more complex business processes often require third-party platforms like Make or custom API integrations to achieve the desired functionality.

Reporting and dashboards are useful, but creating highly customized or cross-board reports can sometimes be limiting compared to dedicated business intelligence tools. I would also like to see more advanced filtering and analytics available out of the box.

Another improvement would be expanding AI capabilities. The current AI features are promising, but I'd like to see them become more integrated into everyday CRM tasks, such as generating sales insights, identifying risks in pipelines, and providing smarter workflow recommendations.

Overall, these aren't deal-breakers, and the platform continues to evolve with regular updates. The strengths of monday CRM outweigh these limitations, but addressing them would make an already strong product even better. Review collected by and hosted on G2.com.