Tim W.
TW
Tim W.
Programmatic Media Buyer
Small-Business (50 or fewer emp.)
"Highly Customizable Workspaces With Seamless Slack Notifications"
5/5
What do you like best about monday CRM?

What I like most of Monday is the customizability. I am able to create a customer work place that fits my daily needs that differ from much of my team's. This help me organize relevant assignments and quickly review any updates. The integration with Slack has also been a great way to streamline notifications so we don't miss a thing. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Pricing is a bit higher than other CRM's, but it is worth it if your team needs better orginization. Review collected by and hosted on G2.com.

Matthew G.
MG
Matthew G.
Maintenance Technician
Small-Business (50 or fewer emp.)
"Streamlined Team Collaboration and Task Management"
5/5
What do you like best about monday CRM?

I like using monday CRM for collaborating with teams and projects, and it helps in building out a social media calendar. I appreciate keeping everything in a central location for teams and the ability to track progress. I enjoy the ease of use and rearrangement of tasks. The color coding and simplification of routine tasks are also features that I find valuable. It helps me stay aware of projected timelines and communicate with teammates about high-value projects. The initial setup was easy, especially with the available support, which is a plus. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Nothing that I’m aware of right now. It’s a great product. Review collected by and hosted on G2.com.

RS
Ranjan S.
IT Support Officer
Mid-Market (51-1000 emp.)
"Powerful Boards, AI Features, and Widget-Rich Reporting Dashboards"
4/5
What do you like best about monday CRM?

Management boards, communication and tracking tools, AI features, and reporting dashboards with widgets. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

There’s no option to create or use multiple email signatures, and I’m also unable to edit my signature from the email compose pop-up. Review collected by and hosted on G2.com.

Elisa A.
EA
Elisa A.
Chief of Staff
Small-Business (50 or fewer emp.)
"Powerful Flexibility to Run Operations and Sales Exactly How You Want"
5/5
What do you like best about monday CRM?

I can create exactly what I want to run both operations and sales Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

The new upgrade doesn't allow me to search multilple boards against one name and still have the seacr running, as in I search for "john doe" and then I click to update one board, when I exit that board to then update another board I have to run the same search again, before I could go back and forward mantaining the "john doe" name Review collected by and hosted on G2.com.

KK
Kelvin K.
Head of Sales
Small-Business (50 or fewer emp.)
"Perfect CRM for a sales leader in a fast-paced media house"
5/5
What do you like best about monday CRM?

The best thing about Monday CRM, is how visual and customizable it is for our messy sales cycle. In media production, a deal is never a deal. It has a script, a treatment, a budget version, a client feedback loop and a production timeline. With Monday CRM I can build a sales process that actually ends when the content airs, not when the contract is signed Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

It can be too flexible at the start. If you don't plan your structure, you will build a messy CRM with 30 columns you don't need. It needs a week of proper setup Review collected by and hosted on G2.com.

JP
Julia P.
VP Of Strategic Partnership
Mid-Market (51-1000 emp.)
"Strategic Partnership Management Made More Visible With monday CRM"
4.5/5
What do you like best about monday CRM?

monday CRM has given me better visibility into our strategic partnership and made it easier to coordinate my team around high value opportunities. Instead of spending excessive time chasing updates, I can focus more on negotiations, partner development and identifying expansion opportunities.

The combination of centralized relationship data, customizable workflows and real-time reporting makes it a practical CRM for managing complex partnership. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

The platform offers a lot of customization, so it takes some initial effort to structure the CRM around the different partnership cycles and approval processes common in medical equipment sales. Review collected by and hosted on G2.com.

Artem S.
AS
Artem S.
Partner
Small-Business (50 or fewer emp.)
"Versatile CRM That Unifies Our Workflow"
4/5
What do you like best about monday CRM?

I think I like how versatile monday CRM is. Something that works really well is how I can connect boards to each other and have a hub board that connects all the boards together. This setup provides a better overview, and I think this works really well for me. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

For the automations in monday CRM, there are not enough conditions for our industry or business needs. I find there aren't enough options, especially with updates written on the items. For instance, I'd like an update to automatically be written when a certain condition is met in a ticket, but there's no such option. Also, the initial setup was not easy until many teams actively started using it, and it only became clearer over time. Review collected by and hosted on G2.com.

MB
Memory B.
Small-Business (50 or fewer emp.)
"Highly Customizable and Easy to Implement CRM"
4.5/5
What do you like best about monday CRM?

I love that monday CRM can be used across all departments, allowing us to each add in our connections with each contact. It's great that we can read and see what has been done or said to contacts in the past. I really like the CRM's customizability with tags and columns. The initial setup was very easy, and everything imported well, although setting up the customization features took a little bit of time but was well worth the effort. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

There isn't much to dislike, anything it lacks can be made up with the customization offerings. Review collected by and hosted on G2.com.

Relo K.
RK
Relo K.
Small-Business (50 or fewer emp.)
"Versatile CRM with Room for Improvement"
4.5/5
What do you like best about monday CRM?

I use monday CRM to create survey forms, which is quite useful for gathering details from our customers and clients. I also use it to plan our marketing calendar and track how customers are interacting with our website. I'm comfortable with using monday CRM and I enjoy using it. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

The only thing with monday CRM forms is having sections. I think it'll be very useful to have sections. So let me say, like, personal details and then after personal details, people list their personal details. Obviously, there'll be questions there. Then after personal details, then we get on to the more important stuff. It will be very appreciated if monday.com could think of any sections in the forms. Review collected by and hosted on G2.com.

Vedant J.
VJ
Vedant J.
VCE Chemistry Tutor
Mid-Market (51-1000 emp.)
"Organized Boards, Great Value, and Helpful AI Guidance"
4.5/5
What do you like best about monday CRM?

Organisation and the whole idea of different boards, having favourite boards as well. The performance is pretty good too, a lot of data can be stored. Definitely good price and definitely worth the payments. AI is also beneficial and answers questions and guides users well. Onboarding is easy to do which is simple and good Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Performance can be a bit slow when there are a lot of data sets, sometimes the processes don't work Review collected by and hosted on G2.com.