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.

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.