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.

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

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

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Monday makes it easy to keep track of all of our leads, their current status and ensure that no one slips through the cracks Review collected by and hosted on G2.com.

When we had an issue, it took far too long to resolve and although the support team was helpful and eventually fixed the issue, the rollout should have been much faster Review collected by and hosted on G2.com.

It's flexible and easy to customize. I like how it allows us to organize work, projects, processes using boards, columns, automations, and different views.

The My Work feature is useful because it brings tasks assigned to me from different boards into one place. Review collected by and hosted on G2.com.

The biggest issue for me is the 50-board limit in My Work, because I am working on more than 100 boards. My Work stop displaying tasks after 50 boards, it has a warning regarding it and confirmed by support that it has this limit. Review collected by and hosted on G2.com.