Using the CRM can really help a company scale more easily. It provides a lot of room for involving all the different teams in a company and streamline communication.

It can also easily be integrated with different 3rd party softwares and a lot of features can be built separetely.

All team can use the system on a daily basis to keep track of everything in the company. Review collected by and hosted on G2.com.

A lot of the best features are behind a pay-wall or a paid app on the marketplace. Review collected by and hosted on G2.com.

I like monday CRM because it makes it easy to generate reports and track important details in one place. It also helps keep information organized and makes monitoring tasks and progress more efficient. Review collected by and hosted on G2.com.

One thing I dislike about monday CRM is that it is highly rule-based. If team members do not follow the standard process or provide the required information, the automation may not work as expected, which can affect the overall workflow. Review collected by and hosted on G2.com.

I use monday CRM everyday to manage my leisure travel clients from inquiry to post-trip follow up.

I manage 60+ active clients and 120+ trips per year and it is the first CRM that actually feels built for how travel agents work with people.

I like that every client has their own profile with travel preferences, passport info, and past trips so I don't have to ask same question twice. Review collected by and hosted on G2.com.

Setting up the automations for suppliers like hotels and DMCs took some time at the start. Review collected by and hosted on G2.com.

Monday CRM fulfills all of my team's needs for scheduling and tracking. The customizable dashboards are very helpful and allows us to stay organized and track various projects and metrics. Review collected by and hosted on G2.com.

At times the system runs a bit slow and entering information can take more time than I feel that it should. I find that this happens in the middle of the day when there are several team members making updates in the system. Review collected by and hosted on G2.com.

I find monday CRM to be a much faster way to handle data. The app's mobile version is easy to use, allowing me to review my data from anywhere on any device. I like that it's a great platform for accessing IT information, like serial numbers of laptops and desktops, and managing emails of employees. The setup was pretty easy too, as it supports importing data from Excel files straight into monday. Review collected by and hosted on G2.com.

They need to give end users more permissions to change things. There should be more options for ownership and permissions, not just read-only or modify some of the things. Review collected by and hosted on G2.com.

I really appreciate monday CRM because it's flexible and easy to use. The platform is highly customizable, allowing us to adapt workflows, dashboards, and automations to fit our specific needs. I can tailor these features to match how our departments work, rather than changing our processes to fit the software. I also find the custom dashboards incredibly useful since they provide a clear view of project tasks and key metrics, which makes it easy to track progress and identify priorities. Additionally, setting it up was quite easy since most of the documentation was readily available online, and the standard templates and simple bots helped us get up and running quickly. Review collected by and hosted on G2.com.

One area where the CRM could be improved is reporting analytics. I believe there could be a learning curve in setting up complex automations or workflows for the first time, making it easier. Additionally, highly customized bots would occasionally take extra effort to maintain. It will be helpful to have more advanced reporting options built directly into the platform, especially for combining data across multiple boards, which need additional workarounds. The main challenge with more complex setups is that they can become difficult to visualize and troubleshoot when multiple conditions and actions are layered together. It's not always immediately clear how these setups behave in practice. A more guided setup experience along with better previews of how automations will run in various scenarios will reduce the learning curve and make it easier for new users to build reliable workflows. Review collected by and hosted on G2.com.

How user friendly it is. It offers a lot of support so I can streamline the different things I am working on. I appreciate that I can connect multiple different boards together to save time and increase my performance. Monday's as a whole is always updating and including new things to try. Review collected by and hosted on G2.com.

Just basic difficulties, trying to get boards to do certain things but not understanding what I am doing wrong to make it work. Review collected by and hosted on G2.com.

The flexibility to build Monday CRM however is best for your team's workflow is great. Before Monday I've always struggled to get other CRMs to work with my teams current workflows. Review collected by and hosted on G2.com.

Monday CRM requires users to really know the full capabilities of Monday as a platform to use it to its full potential. It creates a steep learning curve for new users. Review collected by and hosted on G2.com.

What I like best about monday CRM is its intuitive and highly customizable interface for managing client relationships, pipelines, and team collaboration. From an account management perspective, it makes it easy to track deals, follow-ups, onboarding, and renewals in one centralized platform.

The automation features save time on repetitive tasks, and the dashboards provide strong visibility into account activity and team progress. I also appreciate the seamless integrations with email and calendar tools, which help streamline communication and workflow management. Review collected by and hosted on G2.com.

One downside of monday CRM is that some of the more advanced reporting, automation, and customization features can take time to fully learn and configure. While the platform is very flexible, setting up complex workflows can feel overwhelming for newer users.

I also think pricing can increase quickly as teams scale and require additional integrations or advanced functionality. At times, certain views or dashboards can become cluttered when managing a large volume of accounts and activities. Review collected by and hosted on G2.com.

I find monday CRM easy to use with customizable workflows and visual dashboards that help make managing work simple and efficient. The helpful automation is a big plus for managing my tasks with ease. I also like the collaboration features and the ability to track progress in real-time, which is incredibly useful. The platform provides more advanced tracking options that have improved our productivity. The initial setup process was smooth, and I didn't encounter any issues. Review collected by and hosted on G2.com.

Sometimes advanced features can take time to learn. I'd like to see more built-in reporting options. Review collected by and hosted on G2.com.