---
title: monday CRM Reviews
meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1526 reviews by the users' company size, role or industry
  to find out how monday CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1526
  scale: '5'
date_modified: '2026-08-12'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# monday CRM Reviews
**Vendor:** monday.com  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1,526
## About monday CRM
The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations



## monday CRM Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs. (190 reviews)
- Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use. (107 reviews)
- Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs. (104 reviews)
- Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly. (103 reviews)
- Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly. (82 reviews)
- Easy Customization (80 reviews)
- Users appreciate the **user-friendly features** of monday CRM, enhancing lead management and overall workflow efficiency. (80 reviews)
- Efficiency (79 reviews)
- Time-saving (74 reviews)
- Flexibility (73 reviews)

**What users dislike:**

- Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness. (78 reviews)
- Users find the **learning curve steep** for new teammates, making integration and usability challenging initially. (76 reviews)
- Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness. (62 reviews)
- Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times. (54 reviews)
- Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity. (47 reviews)
- Users find the **integration issues** problematic, as they require manual setup and can lead to frustrating lags. (45 reviews)
- Slow Loading (31 reviews)
- Time-Consuming (26 reviews)
- Feature Issues (25 reviews)
- Not Intuitive (25 reviews)

## monday CRM Reviews
  ### 1. Customizable Forms and Automations Shine, with Clear Pipeline Tracking

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sam A. | Franchise Support, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

**What do you like best about monday CRM?**

The combination of customizable forms, automations, and clear pipeline views makes it a strong fit for franchise lead generation. Incoming prospects are easy to track, follow-ups can be automated, and nothing falls through the cracks.

**What do you dislike about monday CRM?**

The pricing can add up quickly and they move features from subscriptions from time-to-time.

**What problems is monday CRM solving and how is that benefiting you?**

It solves the problem of managing a high volume of prospective franchisee leads without things falling through the cracks. Our lead capture forms integrate seamlessly on our website, the automated follow-ups saves us time, and clear pipeline tracking means our team can focus on engaging prospects rather than managing manual outreach and manual tracking.

  ### 2. Easy to Use with Customizable Workflows That Keep the Team Organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 02, 2026

**What do you like best about monday CRM?**

Its ease of use, customizable workflows, and ability to keep the whole team organized and updated in one place.

**What do you dislike about monday CRM?**

Some advanced features require higher-tier plans, and setting up complex workflows can be time-consuming. The reporting and customization options could also be more flexible.

**What problems is monday CRM solving and how is that benefiting you?**

monday CRM helps us keep all customer and project information in one place, making it much easier to manage tasks, track progress, and collaborate as a team. It reduces manual follow-ups, improves visibility across workflows, and helps ensure nothing gets missed. This saves time, improves communication, and increases overall efficiency.

  ### 3. Easy Integrations and a More Operational-Friendly Dashboard

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rachael. W. | Salesforce Developer, Enterprise (> 1000 emp.)

**Reviewed Date:** August 12, 2026

**What do you like best about monday CRM?**

I’m able to integrate monday CRM with other software easliy making it operational friendly as I can retrieve data from other departments and work on them on the dashboard.

**What do you dislike about monday CRM?**

monday CRM works with the data available. Therefore, if the data is wrong and out of date, AI makes assumptions and fills in the blanks giving out an output which is corrupted and unreliable.

**What problems is monday CRM solving and how is that benefiting you?**

Monday CRM has enabled me to comprehensively study and analyze data from from marketing and operations keeping me informed of all operations in real time.

  ### 4. Live, Shared Data That Keeps Everyone Aligned

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jayne S. | Golf Relationship Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2026

**What do you like best about monday CRM?**

Its live data and everyone can use it at once

**What do you dislike about monday CRM?**

Cant make personal boards without our company subscribing to a higher package. I just have access but it would be good If i could create my own boards to then have all my management docs and to do in one site

**What problems is monday CRM solving and how is that benefiting you?**

Note taking, CRM database, Tagging, Providing information,

  ### 5. Effortless Organization, Powerful Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 08, 2026

**What do you like best about monday CRM?**

I love the color organization, task management, and alerts in monday CRM. Being able to put things in documents and lock them for certain permissions is amazing. These features allowed me to organize every project, role, task, and appointment. I could manage different vendors and clients effectively and present in high-level meetings with stakeholders, directors, and department heads. This kept me organized on tasks, productive, and even profitable. The initial setup was easy, and the walk-through by a great customer success manager made it seamless.

**What do you dislike about monday CRM?**

I think the pricing's a little bit on the cheaper side for independent entrepreneurs. I wish there was a trial that lasted a little bit longer. Also, I would try to gear it more towards fashion industry professional creatives because they could really hone into all of them. I like it better than using Slack, but I wish it had some features like Slack.

**What problems is monday CRM solving and how is that benefiting you?**

monday CRM allows me to organize every project, role, and task, manage appointments, and coordinate with vendors and clients effectively.

  ### 6. Clear, Adaptable Monday CRM for Lead Capture and Sales Pipeline Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pete_ N. | Research Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2026

**What do you like best about monday CRM?**

I like Monday CRM because its clear and adaptable.It lets us to capture leads at events and sort them by category,turn them into contacts and store important details.Also its the best when it comes to managing sales pipeline,tracking sales activity,integrating emails and automating tasks to keep everything organized and in one system.

**What do you dislike about monday CRM?**

I have no dislike!Monday CRM is amazing to work with!

**What problems is monday CRM solving and how is that benefiting you?**

It lets us capture leads live and organize them with all the key details in one place so nothing gets lots and follow ups are easier.

  ### 7. Flexible, Visual Sales Workflow with Custom Pipelines and Clean, Intuitive UI

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about monday CRM?**

The best thing about this platform is its flexibility and a visual kind of approach to managing our entire sales workflow. Also, this platform allows us to customise our sales pipelines, dashboards and autoomations based on our exact business needs. Their interface is very clean and intuitive, and their colour-coded boards are very helpful to track deals and our cross-team activities. Also, their ability to integrate sales and project management modules is very effective.

**What do you dislike about monday CRM?**

This platform is very flexible, but they overdid it. Specifically for new users, their learning curve is a bit complex in setting up workflows right from scratch. And their advanced automations and integrations are available only in the higher-tier plans, this increase the plan usage credits. Their reporting dashboard is also needed more extensive options, should be tuned as well.

**What problems is monday CRM solving and how is that benefiting you?**

Monday CRM platform helps me in solving the problem of having scattered workflows by centralising sales pipelines, customer data, and also cross-team collaboration in a single platform. This platform also improves visibility on our sales cycle and reduces manual tracking, it also automated repitative tasks. Overall gives us better pipeline management and improves our team efficiency in regards to sales and marketing.

  ### 8. Great for Integrations, Collaboration. Can be improved for IC overview

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2026

**What do you like best about monday CRM?**

I like that monday CRM is easy to integrate with other platforms. It's valuable for triggering automations, like raising an IT help desk ticket which can trigger the creation of tickets in dev Jira boards. The integration also helps trigger automations into our CMS. Also is very customisable and easy to collaborate with other teams.

**What do you dislike about monday CRM?**

The search function is sometimes overengineered, making it hard to use because it takes time to load across boards. It's also sometimes not clear how to find items I've been tagged in/assigned - have to scroll through notifications. The comment section can also sometimes be hard to follow as it gets longer.

**What problems is monday CRM solving and how is that benefiting you?**

I use Monday CRM for tracking and managing projects, and it helps with collaboration and integration to other platforms and automations.

  ### 9. Everything in One Place for Better Company-Wide Organization

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ashley   G. | Account Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 24, 2026

**What do you like best about monday CRM?**

Everything is in one place, which has really helped bring more organization to our department and the company overall.

**What do you dislike about monday CRM?**

There was a bit of a learning curve at first, but overall there’s nothing I truly dislike about it.

**What problems is monday CRM solving and how is that benefiting you?**

It has helped us keep track of our metrics and has provided a consistent standard for reviewing performance across the team.

  ### 10. Efficient Deal Management, But Limited Enthusiasm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leticia A. | Senior Developer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2026

**What do you like best about monday CRM?**

I use monday CRM to track leads, opportunities, and quotations. I love that everything is on the same page, and I can quickly generate the charts or filters I need. I particularly like the deal stages because I can view at a glance the current stage of opportunities, which really helps in managing my sales process. The AI agents are fantastic for booking meetings and prioritizing leads, enhancing my workflow significantly. I was already in love with monday, and the transition to monday CRM was transparent because I was familiar with monday.

**What do you dislike about monday CRM?**

The minimun 3-user suscription

**What problems is monday CRM solving and how is that benefiting you?**

I use monday CRM to track leads and opportunities. It helps by having everything on the same page and generating necessary charts quickly. I love the deal stages for glancing at opportunities and the AI agents for booking meetings and prioritizing leads.

  ### 11. Easy to use, give it a try for your business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily M. | Account manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2026

**What do you like best about monday CRM?**

It is easy to use and you learn quickly how to take the best of it.

**What do you dislike about monday CRM?**

The automations sometimes disconnect, and it makes it hard to go back to before if there is a whole team using them. For the price of the program, this process should be able to be avoided easly or at least get a more accurate response from the support team.

**What problems is monday CRM solving and how is that benefiting you?**

It is helping me organize the clients in a specific order, and add details according to the process of each. You can creat mltiple boards as well to differenciate them.

  ### 12. Smooth, Efficient Project Boards—But Task Assignments Can Get Confusing

**Rating:** 3.5/5.0 stars

**Reviewed by:** Leigh Ann J. | Customer Service Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 16, 2026

**What do you like best about monday CRM?**

I can create different boards for different projects, and they run smoothly and efficiently with very little difficulty.

**What do you dislike about monday CRM?**

It can be difficult to differentiate who is assigned to handle different tasks. As a result, the wrong people sometimes end up making changes, which creates confusion.

**What problems is monday CRM solving and how is that benefiting you?**

It keeps my projects and tasks clearly separated, which helps my day run more efficiently and effectively.

  ### 13. From Spreadsheet Chaos to AI-Powered Forecasting via monday CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** James K. | Head of Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 31, 2026

**What do you like best about monday CRM?**

I run sales for a 50+-person cybersecurity firm. Since I have 8 AEs, I can’t join every call, thats why I like monday CRM since it streamlines AI deals coaching at a scale by reading Gong call notes and deal updates automatically.

**What do you dislike about monday CRM?**

It almost took our team a month to create boards for PenTest, SE handoff, SOC and MDR motions in my cybersecurity firm.

**What problems is monday CRM solving and how is that benefiting you?**

Since we were using Excel, forecasting was full of guesswork, but thanks to monday CRM since it increased quota attainment to 14% within  6 months via AI coaching.

  ### 14. Centralized Customer Lifecycle in One Board with monday CRM - Saves Ample Time

**Rating:** 5.0/5.0 stars

**Reviewed by:** Loren N. | Customer Engagement Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 04, 2026

**What do you like best about monday CRM?**

Centralizing our entire customer lifecycle in one board is what I like most about monday CRM - That way, I am able to easily see last order date, invoice outstanding and open compliant without switching multiple systems.

**What do you dislike about monday CRM?**

I use both the PC and mobile devices and they all work well - I have not yet discovered any flaws.

**What problems is monday CRM solving and how is that benefiting you?**

One of the problems that I was facing was disconnected customer data - with one customer 360 board I am able to see all orders, health score and feedback in one place.

  ### 15. As CEO Monday CRM Gave Me Control of Firm Growth Without The Guesswork.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carlyne. K. | CEO/Enterprenuer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2026

**What do you like best about monday CRM?**

The AI assistant is the game changer. Every monday it gives me : 3 high-value leads haven't been contacted. 2 PI cases are at risk of dropping because docs are missing. That replaces my 2-hour status meeting.

**What do you dislike about monday CRM?**

Getting attorneys to actually update the CRM was hard at first, other than that the platform is a plus for our company and  I highly recommend it 100%.

**What problems is monday CRM solving and how is that benefiting you?**

AI creates item, assigns to intake team, and sends first text/mail in 5 minutes. Our contact rate went from 60% to 92%.

  ### 16. Flexible, On-the-Fly Customization That Fits My Needs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Manco H. | Training Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2026

**What do you like best about monday CRM?**

I like that I am able to change and create things on the fly and change them as I need to when I want.

**What do you dislike about monday CRM?**

Sometimes the AI is not as intuitive as it seems. It does not always complete the tasks that I ask it to do.

**What problems is monday CRM solving and how is that benefiting you?**

I am able to keep my deals and payments in decent order and keep them organized.

  ### 17. Flexible, Visual CRM That Keeps Our Sales Process in One Place

**Rating:** 4.5/5.0 stars

**Reviewed by:** mary r. | Software Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about monday CRM?**

What I like best about monday CRM is how flexible and visual it is.I like how It puts contacts,deals and follow-ups on customizable boards so my whole sales process is in one place and the automations handle reminders and updates so I can spend less time on admin and more time closing deals.

**What do you dislike about monday CRM?**

I have no negative thoughts towards Monday CRM since I enjoy working with it.

**What problems is monday CRM solving and how is that benefiting you?**

It solves scattered customer data and manual follow-ups by centralizing contacts,deals and automations in one place which saves me time and helps me close deals faster.

  ### 18. Streamlined Task Tracking with Ease

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2026

**What do you like best about monday CRM?**

I find monday CRM very user-friendly and quite malleable. It's great because we can put in any metrics we want to track or information points. If we suddenly need to have a second sign-off, we can easily add another column. The audit trail is also great because it shows what's been deleted or added and who did what and when, which is very useful.

**What do you dislike about monday CRM?**

Sometimes when creating a new table, it takes the same columns as the table above. It's a bit tricky. So I have to create a new page. I don't remember the terminology. But, yeah, that's a bit tricky sometimes, but it's not a big deal.

**What problems is monday CRM solving and how is that benefiting you?**

I use monday CRM for task tracking. It helps us see where we are in our workflow, ensuring accountability and meeting deadlines efficiently. It's user-friendly, better than Excel, and easy for tracking changes.

  ### 19. Monday CRM Saves Me Hours: AI Follow-Ups, Proposal Outlines, and Smart Talking Points

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tom D. | Junior Sales and Manufacturing Executive., Small-Business (50 or fewer emp.)

**Reviewed Date:** August 11, 2026

**What do you like best about monday CRM?**

I dump notes from a client call and the AI drafts the follow up email +proposal outline. It even suggests talking points based on past deals. They usually buy sports inventory in Q1 and saves me hours as a junior executive.

**What do you dislike about monday CRM?**

The email drafts are good but they sound generic until ypu train with 10+ of ypur past pitches.

**What problems is monday CRM solving and how is that benefiting you?**

Instead of me making powerpoints, the AI builds weekly summaries. "2.3M pipeline, 4 deals closing this month, 12 spots still unsold for december"my manager loves it.

  ### 20. Clear Interface, Helpful Workshops, and Time-Saving AI Tools

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 28, 2026

**What do you like best about monday CRM?**

The interface is very clear and the color codes make the workflow more efficient. As a beginner, I found the support material available and the workshops very helpful. The most recent AI tools help to save time as well.

**What do you dislike about monday CRM?**

The dashboard views are sometimes slower to load, even though the support team was very helpful in troubleshooting.

**What problems is monday CRM solving and how is that benefiting you?**

We stuggled with mapping out our entire worklfow on our CRM, and thanks to the flexibility of Monday.com we were able to easily add custom workflows. In total, it saved time and reduced manual errors.

  ### 21. All Our Clients in One Place—Easy to Manage

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nicolas G. | CSM, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 16, 2026

**What do you like best about monday CRM?**

It keeps all of our clients in one place, which makes it easy for us to manage everyone at the same time.

**What do you dislike about monday CRM?**

I’m used to using Notion, and I miss the level of customization that tool offers.

**What problems is monday CRM solving and how is that benefiting you?**

We have all our customers synchronized in one place, and all of us can edit them. That alone is a really good thing.

  ### 22. AI-Powered Automation That Delivers

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nereyda P. | VP of Client Management, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 07, 2026

**What do you like best about monday CRM?**

The best thing I’ve seen so far is how it incorporates AI and automation.

**What do you dislike about monday CRM?**

It’s hard to figure out why something is broken and what I need to do to fix it.

**What problems is monday CRM solving and how is that benefiting you?**

It’s helping with the flow of work and with reminders of important information. It also helps keep information organized and streamlines our processes, so everything feels more consistent and easier to manage.

  ### 23. Intuitive and Fun CRM with Minor Glitches

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cara A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2026

**What do you like best about monday CRM?**

I like monday CRM for its aesthetics and interface, which are visually appealing and contribute to making work processes easier. I also enjoy using the different boards, as they are easy to use and help in organizing tasks effectively. Additionally, the overall design and functionality make work more fun.

**What do you dislike about monday CRM?**

Sometimes when I move a block in the calendar, it loads slowly. Sometimes it glitches, just needs fixing. The initial setup took some learning, particularly learning about automations.

**What problems is monday CRM solving and how is that benefiting you?**

monday CRM solves my organization problems, making work processes easier and more fun. I use it for planning social media and onboarding accommodations in our glamping collection.

  ### 24. Fast Setup with Helpful Templates and Easy Outlook-Integrated Mass Email

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about monday CRM?**

Monday.com CRM provides templates and suggestions that help get my boards up and running very quickly. The mass email feature is also very easy to use, especially with the Outlook integration.

**What do you dislike about monday CRM?**

There’s a noticeable lack of support for ongoing accounts. It’s been difficult to get in touch with our account manager, and the training sessions don’t feel accessible.

**What problems is monday CRM solving and how is that benefiting you?**

Monday.com is helping us track marketing campaigns, log enquiries, and manage projects—things we previously handled through email and PowerPoints. The interface is fast, the features work smoothly, and it’s very intuitive to use.

  ### 25. Powerful Automations with Deep Process Customization

**Rating:** 4.5/5.0 stars

**Reviewed by:** Danisha C. | Digital marketing strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2026

**What do you like best about monday CRM?**

The automations and the intricate abilities to fine tune processes specific to our brand.

**What do you dislike about monday CRM?**

There are still limitations that require 3rd party assistance in the automations realm. Example, auto export of PDFs, group auto assigning “subscribers” to tasks, etc.

**What problems is monday CRM solving and how is that benefiting you?**

Organizing campaign workflows.  Providing a home for the many small tasks that come about with campaign creation.

  ### 26. Automation Features That Save Time and Reduce Manual CRM Work

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2026

**What do you like best about monday CRM?**

The automation features are what I like most. They make it easy to automate repetitive tasks and reduce the amount of manual work involved in managing CRM processes.

**What do you dislike about monday CRM?**

Some automations can take a little time to set up and understand, especially when you're creating more specific workflows. Once configured, though, they can save a lot of time.

**What problems is monday CRM solving and how is that benefiting you?**

Automation helps me saves time, reduces manual steps, and allows the team to focus more on higher-value work instead of repeatedly doing the same administrative tasks.

  ### 27. Shared Dashboards Across Departments Without Double Entry

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chris B. | Client Relations, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about monday CRM?**

That all departments can have a dashboard, but the information is shared, not double-entered.

**What do you dislike about monday CRM?**

I needed some direction on how to use it at it's fullest, but once it is set up it is very user friendly to modify and add.

**What problems is monday CRM solving and how is that benefiting you?**

It makes all departments visible to everyone at a quick glance.

  ### 28. Decent option but could be better

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2026

**What do you like best about monday CRM?**

The customizability is helpful for organizing projects the way I need, and the simple URL page makes it easy to access, view, navigate, and use.

**What do you dislike about monday CRM?**

In our company, the way it was set up isn’t tailored closely enough to our role-specific needs, so we end up with too many options and views to sort through.

**What problems is monday CRM solving and how is that benefiting you?**

We use it to support our project (sales) pipeline. It helps us track the total number of projects, as well as how many different types of projects I and others are working on, so we can log everything in one place.

  ### 29. Visual CRM That Simplifies Pipeline Management

**Rating:** 3.0/5.0 stars

**Reviewed by:** Rakhi V. | QA, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 25, 2026

**What do you like best about monday CRM?**

I use monday CRM to manage and track sales leads and customer opportunities by capturing contact details, tracking deal stages, and keeping notes. I like that it keeps customer information in one place and makes follow-ups easier while providing clarity on the pipeline. The visual aspect is something I appreciate; it's easy to understand and helps me stay on top of everything. It turns the pipeline into something easy to scan and act on, instead of having to read through long notes, which could be time-consuming.

**What do you dislike about monday CRM?**

Reporting feels restricted without extra setup, and if the pipeline grows the data can get messy. For reporting, the meaningful insights often require extra setup and maintenance rather than being available out of the box. When deals are entered with slightly different names, key fields are left blank or people use stages differently, it becomes harder to filter accurately.

**What problems is monday CRM solving and how is that benefiting you?**

I use monday CRM to manage sales leads and customer opportunities, keeping all information in one place. It makes follow-ups easier, provides clarity on the pipeline, and aids in scanning and acting on pipeline data quickly without reading lengthy notes.

  ### 30. Brilliant Integrations, Kanban Board, and Truly Amazing Reports

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathan P. | Production Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 02, 2026

**What do you like best about monday CRM?**

The integrations are incredibly helpful. The Kanban board is brilliant, and the reports are genuinely amazing.

**What do you dislike about monday CRM?**

Honestly not much. Maybe the AI assistants are too helpful

**What problems is monday CRM solving and how is that benefiting you?**

Keeping track of everything in our business. Right from receiving orders to processing and ordering, all the way through production and dispatch.

  ### 31. One Shared Workspace That Keeps Everyone Automatically in Sync

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jamie M. | Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 04, 2026

**What do you like best about monday CRM?**

Get's everyone working off the one workspace and automatically updates for everyone

**What do you dislike about monday CRM?**

Lots of email updates and I think all boards should be default to sharable

**What problems is monday CRM solving and how is that benefiting you?**

Similar to why I like it, it has all of our work in one place and therefore very cohesive for us

  ### 32. Monday CRM Keeps Our Ecommerce and IT services Delivery In Sync

**Rating:** 4.5/5.0 stars

**Reviewed by:** Eliud M. | Ecommerce Operations Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2026

**What do you like best about monday CRM?**

monday CRM has become the hub where sales, support, and ops actually talk to each other.  I run both ecommerce stores and IT support contracts, with monday CRM, I built one board that connects our sales pipeline to onboarding, support tickets, and renewals.

**What do you dislike about monday CRM?**

Time consuming at the initial setup because we had to map our ecommerce + IT workflows from scratch.

**What problems is monday CRM solving and how is that benefiting you?**

Before, I was using Jira, handoffs got dropped and renewals slipped, monday CRM fixed by giving us one source of truth.

  ### 33. Solid for Campaign Tracking, But Needs Speed Improvements

**Rating:** 3.0/5.0 stars

**Reviewed by:** Fabiola A. | Senior Influencer Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 24, 2026

**What do you like best about monday CRM?**

I really like that monday CRM helps us be organized. Having multiple tabs and being able to add each creator, keep track of their going live dates, and know when they need to receive a draft or a brief is pretty nice. This organization is crucial because we have a ton of campaigns to keep track of, not just one or two but hundreds. monday CRM helps us manage that effectively.

**What do you dislike about monday CRM?**

I think there's quite a lot of room for improvement. It's a bit slow. Once you have all of the information, doing personalization when it comes to, like, boards, or just, like, wanting to read the data a certain way takes forever. It's a bit glitchy, to be honest.

**What problems is monday CRM solving and how is that benefiting you?**

I use monday CRM to keep campaigns on track, ensuring they go live on time. It helps us stay organized, tracking creators, their go-live dates, and follow-ups, especially useful for managing hundreds of campaigns.

  ### 34. Easy to Learn and Quick to Start with Monday CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about monday CRM?**

I really enjoy how easy Monday CRM is to use. It’s functional and doesn’t take much time to learn, so I was able to get started quickly without a steep learning curve.

**What do you dislike about monday CRM?**

I sometimes wish there were fewer options and functions. While it’s nice to have 100% customization, it can sometimes become overwhelming.

**What problems is monday CRM solving and how is that benefiting you?**

Monday helps me track KPIs and other items that our in-house system can’t handle. It also supports my team with task and workflow management. These two functions have become vital to how my team operates.

  ### 35. monday CRM Fits Seasonal Fashion Workflows with Powerful Collections & Accounts Boards

**Rating:** 5.0/5.0 stars

**Reviewed by:** Herbert. k. | Sales Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 04, 2026

**What do you like best about monday CRM?**

monday CRM isn’t just built for deals but also around seasons. In my current Apparel & Fashion brand, monday CRM offers collections board encompassing SKU, price and delivery and on the other hand the Accounts board shows what each buyer ordered previously.

**What do you dislike about monday CRM?**

I started using monday CRM in 2021 from my previous IT&S and I have never failed to accomplish my needs with it.

**What problems is monday CRM solving and how is that benefiting you?**

I do not miss orders or get late follow-ups t through real-time monday CRM automation alerts whenever sell-through is high.

  ### 36. Intuitive, Modern UI

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nick R. | Service Delivery Specialist/Consultant/SME, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about monday CRM?**

The UI is intuitive and easy to use. The layout is modern and easy on the eyes.

**What do you dislike about monday CRM?**

Notifications are often patchy - i.e. all or nothing and not always consistent. I only rely on email notifications.

**What problems is monday CRM solving and how is that benefiting you?**

Consolidating information and allowing for rich visuals to recall this information quickly and easily

  ### 37. Quick, Easy, and Straightforward to Use—With Consistent Updates

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kellie Anne H. | Operations manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 02, 2026

**What do you like best about monday CRM?**

Quick, easy, and straightforward to use. It’s consistently updated, which I really appreciate.

**What do you dislike about monday CRM?**

With the way we use our CRM, we have to scroll all the way across the board to find certain information.

**What problems is monday CRM solving and how is that benefiting you?**

Automations are the biggest help for us when it comes to saving time.

  ### 38. Automations Help Us Never Miss a Thing

**Rating:** 4.0/5.0 stars

**Reviewed by:** Neil S. | Company Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 31, 2026

**What do you like best about monday CRM?**

Automations mean we don't miss things anymore

**What do you dislike about monday CRM?**

The AI features are useful but expensive; it is cheaper to connect existing AI platforms and use those instead.

**What problems is monday CRM solving and how is that benefiting you?**

Keeping track of all of our clients, and pushing vital information to us so that we keep on top of all projects.

  ### 39. Tailorable and Great for Tracking Authorizations

**Rating:** 3.5/5.0 stars

**Reviewed by:** Kourtney M. | Front desk, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 16, 2026

**What do you like best about monday CRM?**

Able to tailor it to your needs. Utilize keeping track of what needs to be done for authorizations, etc

**What do you dislike about monday CRM?**

I have not found anything that I dislike. It has everything needed for me.

**What problems is monday CRM solving and how is that benefiting you?**

Notifying us when a patient is due for something. For examples a new auth, annual paperwork, are they ready for their treatments?

  ### 40. Monday CRM Keeps Follow-Ups Organized with a Clean, Customizable Pipeline

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 05, 2026

**What do you like best about monday CRM?**

1. Great for follow-ups & outreach - Monday CRM makes it really easy to keep track of where each account stands. I can log interactions, set reminders for follow-ups, and visually see my pipeline, which helps me stay organized and consistent with outreach.
2. Flexible task and appointment tracking -Whether I’m scheduling appointments, setting deadlines, or tracking ongoing tasks, the platform is very customizable. I can create boards tailored to my workflow, which makes it adaptable for both short-term tasks and long-term account management.
3. Clean, visual interface - The layout is intuitive and visually appealing. 
4. Strong collaboration features -Working with teammates is seamless. I can assign tasks, leave updates, tag colleagues, and keep everything centralized so communication doesn’t get lost in emails or chats.
5. Helpful automations -Automations save time on repetitive work—like reminders for follow-ups or moving deals through stages—so I can focus more on actually building relationships.

**What do you dislike about monday CRM?**

1. Learning curve for full customization -While it’s flexible, setting up boards, automations, and workflows can take time initially. It’s not hard, but it does require some upfront effort to get everything running the way you want.
2. Pricing can add up -Depending on the team size and features, it can get expensive compared to simpler CRM tools.
3. Can feel overwhelming at first - Because there are so many features and options, it may feel a bit overwhelming until you get used to the system.

**What problems is monday CRM solving and how is that benefiting you?**

1. Disorganized follow-ups - Before, it was easy to lose track of who I needed to follow up with. Monday CRM centralizes all account activity and reminders. 
👉 Benefit: I stay consistent with outreach and never miss important follow-ups, which helps build stronger client relationships.
2. Scattered communication & information - Notes, emails, tasks, and updates can easily end up in different places. Monday CRM keeps everything tied to each account in one place.
👉 Benefit: I can quickly see the full history of interactions, making conversations more informed and efficient.
3. Lack of visibility into tasks & pipeline - Without a clear system, it’s hard to know what’s pending, overdue, or progressing.
👉 Benefit: The visual boards and pipeline tracking give me instant clarity on priorities, helping me stay organized and focused.
4. Limited team collaboration - Working across emails or disconnected tools can slow down teamwork.
👉 Benefit: My team and I can collaborate in real time—assigning tasks, sharing updates, and staying aligned in one platform.

  ### 41. From Pitch to renewal: How Monday CRM Runs our Agency with AI.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Roshni P. | Executive Response, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 11, 2026

**What do you like best about monday CRM?**

After a discovery call I can paste notes in. The AI drafts the proposals scope, SOW, and follow-up email in our agency tone, what i like most about Monday CRM

**What do you dislike about monday CRM?**

We use harvest. The integration works, but i wish profitability was calculated inside monday without jumping apps.

**What problems is monday CRM solving and how is that benefiting you?**

The AI monitors email sentiment, missed meetings and. late payments. It flags" client Z hasn't replied in 10 days and 2 tickets are overdue". We proactively save 2 accounts a quarter now.

  ### 42. Easy to Use, All-in-One Workspace with an Intuitive AI Notetaker

**Rating:** 5.0/5.0 stars

**Reviewed by:** William M. | Founding Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2026

**What do you like best about monday CRM?**

Ease of use. Everything in one place. AI notetaker. Apps are getting more and more intuitive. AI is getting more intuitive as well.

**What do you dislike about monday CRM?**

I wish it had more features like Excel - auto fill, copy paste, etc. It is not intuitive for someone who uses Excel.

**What problems is monday CRM solving and how is that benefiting you?**

All client work in one place

  ### 43. A CRM Board That Finally Fits Our Messy Wholesale Sales Process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie R. | Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 12, 2026

**What do you like best about monday CRM?**

In wholesale, every deal is messy. You've got pricing tiers, minimums, lead times and 3 people touching the account. Monday CRM let me build a board that actually matches how we sell.

**What do you dislike about monday CRM?**

Monday CRM wont hold inventory or process invoices. We integrated it with netsuite via zapier, but the srt up took time.

**What problems is monday CRM solving and how is that benefiting you?**

I open my dashboard and see, deals by rep, stage, by close date, and by margin. No more "send me your Forecast" emails on friday.

  ### 44. Efficient and User-Friendly, Minor Interface Challenges

**Rating:** 4.0/5.0 stars

**Reviewed by:** David M. | Enterprise (> 1000 emp.)

**Reviewed Date:** August 01, 2026

**What do you like best about monday CRM?**

I like that monday CRM is easy to use and share across the team. I also appreciate having historical records of previous jobs that can be used as a central repository. This allows us to track previous artwork, look at previous campaigns, and track and source previous outlook quickly.

**What do you dislike about monday CRM?**

Nothing

**What problems is monday CRM solving and how is that benefiting you?**

I find monday CRM easy to use and share across the team. It keeps historical records, allowing us to quickly track previous artwork and campaigns. However, the interface could be easier to understand.

  ### 45. Monday CRM Transformed Our Customer Relationships, Sales, Management  and Highly Collaborative

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jonathan R. | Client Relationship &amp; Quality Assurance Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2026

**What do you like best about monday CRM?**

After using Monday CRM for a considerable period, I can confidently say it has transformed the way i mange with customers relationship and sales activities. With Monday CRM, everything is centralized in one workplace , making it much easier.

**What do you dislike about monday CRM?**

One challenge I encountered was that the large number of customization option can feel overwhelming at first, setting up automation and creating the ideal workflow required some time and experimentation.

**What problems is monday CRM solving and how is that benefiting you?**

Improved visual across the entire sales process and more efficient communication.

  ### 46. Streamlines Processes and Saves Tons of Time

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dominik . | Business Support Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 09, 2026

**What do you like best about monday CRM?**

Streamlines business processes and saves tons of time. We don't need to communicate directly with each other - we can just look into the dashboard and everything becomes clear

**What do you dislike about monday CRM?**

It lags occasionally and the search function could've been accelerated somehow to search without delays but overall I think it's great

**What problems is monday CRM solving and how is that benefiting you?**

Sorting data and customer journey stages

  ### 47. One-Click Project & Invoice Tracking That Keeps Me Organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** brenda. e. | Producer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2026

**What do you like best about monday CRM?**

I like how easy it is to track my clients’ projects, invoices, and pitches with just one click. It’s flexible to use and helps me stay organized. It also saves me time because I can draft call sheets quickly, recap emails, and pitch follow-ups using data from my dashboard.

**What do you dislike about monday CRM?**

It takes time to connect and understand how to use.

**What problems is monday CRM solving and how is that benefiting you?**

It helps manage clients, and projects in one connected system so that pitches don't get lost and production stay on budget.

  ### 48. “monday CRM Links Stakeholders Seamlessly for Clear Deal Visibility in Real - time”

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kate E. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 30, 2026

**What do you like best about monday CRM?**

monday CRM have successfully enabled me to link CNO, CFO, IT and Procurement to one deal which allows me to see at a glance who I haven’t communicated with in a given time probably 30 days.

**What do you dislike about monday CRM?**

I am able to accomplish all my needs such as GH renewals via automation with monday CRM without facing challenges.

**What problems is monday CRM solving and how is that benefiting you?**

monday CRM allows me to stop losing deals by tracking all in one single dashboard.
monday CRM cut my average sales cycle through deep visibility into blockers.

  ### 49. Great Board Flow and Mirrored Columns, but Less Flexible Than Salesforce

**Rating:** 3.0/5.0 stars

**Reviewed by:** Charlotte M. | Senior Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 20, 2026

**What do you like best about monday CRM?**

I like how all the boards flow into each other, and the ability to mirror columns is especially helpful.

**What do you dislike about monday CRM?**

Monday is not as flexible and does not have the same capabilities. as something like Salesforce

**What problems is monday CRM solving and how is that benefiting you?**

Monday helps us organize our customer base, membership start and end dates, and our invoicing.

  ### 50. Forward-Thinking Product That Lets Customers Experience What’s Next

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 13, 2026

**What do you like best about monday CRM?**

They’re already working on the future—building it and letting customers experience what’s coming next.

**What do you dislike about monday CRM?**

You set up a board, but you should only use it once the board is finished; otherwise, you’ll end up with incorrect automations.

**What problems is monday CRM solving and how is that benefiting you?**

The problem was that we were working with Excel sheets, but you had to stay focused and do everything separately. For example, you’d adjust something in your Excel file and then you’d have to email someone about it. In monday, you can build triggers for that, which makes the process feel much more connected.


## monday CRM Discussions
  - [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) - 2 comments, 1 upvote
  - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment

- [View monday CRM pricing details and edition comparison](https://www.g2.com/products/monday-crm/reviews?page=4&section=pricing&secure%5Bexpires_at%5D=2026-08-12+16%3A33%3A30+-0500&secure%5Bsession_id%5D=f820dc55-6cbf-478d-bfbe-a956e54cfb54&secure%5Btoken%5D=ca60c449f087aa5332e0c4763b164c7dc095d7034bfb1f712e86fd48e1dc7938&format=llm_user)
## monday CRM Integrations
  - [7pace](https://www.g2.com/products/7pace/reviews)
  - [Abtrac](https://www.g2.com/products/abtrac/reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)
  - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews)
  - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews)
  - [Aircall](https://www.g2.com/products/aircall/reviews)
  - [Amazon AWS Platform](https://www.g2.com/products/amazon-aws-platform/reviews)
  - [Apple Mail](https://www.g2.com/products/apple-mail/reviews)
  - [Asana](https://www.g2.com/products/asana/reviews)
  - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews)
  - [Azure Portal](https://www.g2.com/products/azure-portal/reviews)
  - [Calendar](https://www.g2.com/products/calendar/reviews)
  - [Calendly](https://www.g2.com/products/calendly/reviews)
  - [ChatGPT](https://www.g2.com/products/chatgpt/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews)
  - [ClickUp](https://www.g2.com/products/clickup/reviews)
  - [Clockify](https://www.g2.com/products/clockify/reviews)
  - [Cursor](https://www.g2.com/products/cursor/reviews)
  - [DocuGen](https://www.g2.com/products/docugen/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Doxaclick SL](https://www.g2.com/products/doxaclick-sl/reviews)
  - [D-Tools](https://www.g2.com/products/d-tools/reviews)
  - [Firebase](https://www.g2.com/products/firebase/reviews)
  - [Freshdesk](https://www.g2.com/products/freshdesk/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [Google Analytics](https://www.g2.com/products/google-analytics/reviews)
  - [Google Drive &amp; Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews)
  - [Google Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews)
  - [Google Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Harvest](https://www.g2.com/products/harvest/reviews)
  - [Hootsuite](https://www.g2.com/products/hootsuite/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [IBM Maximo Application Suite](https://www.g2.com/products/ibm-maximo-application-suite/reviews)
  - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Jira](https://www.g2.com/products/jira/reviews)
  - [Jotform](https://www.g2.com/products/jotform/reviews)
  - [Klaviyo](https://www.g2.com/products/klaviyo/reviews)
  - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews)
  - [Mailgun](https://www.g2.com/products/mailgun/reviews)
  - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews)
  - [Meta](https://www.g2.com/products/meta-ai-meta/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Miro](https://www.g2.com/products/miro/reviews)
  - [n8n](https://www.g2.com/products/n8n/reviews)
  - [Neo](https://www.g2.com/products/neo-2023-07-18/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [Notion](https://www.g2.com/products/notion/reviews)
  - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews)
  - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews)
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
  - [Procore](https://www.g2.com/products/procore/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Salesforce Backup &amp; Recover](https://www.g2.com/products/salesforce-backup-recover/reviews)
  - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews)
  - [Shopify](https://www.g2.com/products/shopify/reviews)
  - [Similarweb](https://www.g2.com/products/similarweb/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews)
  - [SlackNotify](https://www.g2.com/products/slacknotify/reviews)
  - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews)
  - [Trello](https://www.g2.com/products/trello/reviews)
  - [Unleashed](https://www.g2.com/products/unleashed/reviews)
  - [Vanta](https://www.g2.com/products/vanta/reviews)
  - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews)
  - [Webex Suite](https://www.g2.com/products/cisco-webex-suite/reviews)
  - [Windows 11](https://www.g2.com/products/windows-11/reviews)
  - [WooCommerce](https://www.g2.com/products/woocommerce/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews)
  - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews)
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## monday CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Analytics**
- Open Rates
- Link Activity

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Generative AI**
- AI Text Generation
- Generative AI

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top monday CRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,688 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)

