# monday CRM Reviews
**Vendor:** monday.com  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 1,161
## 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 find monday CRM to be **very easy to use** , allowing for a customized and efficient workflow experience. (205 reviews)
- Users highlight the **seamless integrations** of monday CRM, enhancing workflows and improving productivity across teams. (117 reviews)
- Users value the **automation feature** for streamlining workflows and enhancing team collaboration and efficiency. (111 reviews)
- Users value the **incredible customizability** of monday CRM, allowing tailored solutions for unique business needs. (109 reviews)
- Users value the **user-friendly interface** of monday CRM, facilitating quick lead input and seamless integration with other applications. (89 reviews)
- Users find monday CRM to be **intuitive and easy to use** , facilitating seamless collaboration and efficient task management. (88 reviews)
- Efficiency (83 reviews)
- Easy Customization (80 reviews)
- Flexibility (78 reviews)
- Time-saving (78 reviews)

**What users dislike:**

- Users experience a **learning curve** with monday CRM, requiring time and practice for effective use. (82 reviews)
- Users find the **missing features** in monday CRM limiting, particularly for texting, calling, and template automation. (82 reviews)
- Users find the **limited features** of monday CRM, especially in automation, quite challenging for their workflows. (66 reviews)
- Users feel that **customization options are limited** , leading to extra time spent adjusting boards and workflows. (54 reviews)
- Users report **integration issues** that require manual setup and cause frustration during use and functionality. (49 reviews)
- Users note the **high costs** as every user requires a paid seat, impacting overall value for small teams. (47 reviews)
- Slow Loading (34 reviews)
- Not Intuitive (28 reviews)
- Reporting Issues (28 reviews)
- Feature Issues (27 reviews)

## monday CRM Reviews
  ### 1. AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tamara R. | IT assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2026

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

I find it very useful because of its AI-powered features, which make creating forms, workflows, and automations smooth. It’s easy to collaborate with team members, keep information organised, and manage tasks in one place. The platform is multifunctional and flexible, making it suitable for a wide range of business and project management needs.

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

One thing I dislike is that the layout and setup can take some time to get used to at first, and editing the forms can feel a bit finicky at times. However, once you become familiar with the platform, it becomes much easier to navigate and use effectively.

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

One problem it has helped solve is creating quotes for exhibitors who would like to work with us, as well as improving our automation processes. We previously had issues with how we were going to use forms externally, but Monday CRM has helped a great deal by making external forms and data collection much more manageable.

  ### 2. Essential Task Scheduler with Room for Feature Growth

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tajai  T. | Bookkeeper, Enterprise (> 1000 emp.)

**Reviewed Date:** May 02, 2026

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

I like using monday CRM to schedule tasks because it keeps everything in one place and lets me set clear time frames for each item. I also appreciate being able to set limits on tasks and share them with others when it’s a group effort. That helps us avoid duplicating work and makes responsibilities clear, including when tasks need to be turned in.

Overall, the app has been really beneficial for me. The initial setup was extremely easy, with step-by-step instructions and helpful video how-tos. It supports my workflow by letting me create live documents, calendars, and meetings—basically the tools a business may need to run more smoothly and complete projects on a strict schedule. It also helps when I’m putting together presentations for potential buyers of the products.

monday CRM is a highly visual, customizable CRM that works well for small-to-medium teams. It has a clean, colorful interface with drag-and-drop boards, and the learning curve feels minimal compared to tools like Salesforce, which makes onboarding faster for teams. It’s also one of the most beginner-friendly CRMs I’ve used for team collaboration. It provides stations that can be used to build pipelines, dashboards, and automations, and it has over 200 templates that can be integrated to fit your direct needs. The programs that can be intergrated include but are not limited to Gmail, Outlook, and Slack. These help companies perform in a fast and effiecient matter seamlessly.

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

Some of the more advanced task helpers aren’t included in certain packages, so you end up having to purchase them for an additional fee. It would be great if there were a package that included all the features without breaking the bank. The company doesn’t offer group rates; instead, it charges per-person rates based on a certain number of personnel. The benefits improve as your monthly payments for users increase, and the artificial intelligence features are also offered differently in each package. It also feels like you have to add a minimum number of users (around three) before anything can really be performed to help the company, and even then some of the more important features are still locked behind higher-paying tiers. The more you want your company to be able to do, the more options are available—but usually for additional per-user fees. If you have fewer people signed up, you have fewer resources to access, and any resources you need require further upgrades, which in layman’s terms means spending more money.

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

monday CRM keeps all my tasks in one place, lets me set clear time frames, and helps me avoid doing the same work twice. I can also set task limits and share them when it’s a group effort. Guests or consumers can be added to documents to review the work being completed, make changes, and leave feedback whenever needed. I like that you can visually see your work in real time and share those results wit the client in real time. The performance process is fairly quick and provides excellent ai feedback to help fix any issues in record time.

  ### 3. Streamlined Organization, But Setup Challenges

**Rating:** 3.5/5.0 stars

**Reviewed by:** Manish C. | Co-Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2026

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

I use monday CRM mainly to keep all my leads and artist conversations organized in one place, which helps to segregate and keep track of them, especially regarding which conversation pipeline they are in. The biggest benefit has been the clarity and structured workflow, resulting in less of a mental load and more visualization of engagements with collectors and artists. I personally like how easy it is to understand everything at a glance. The visual boards and pipeline make it easy to know where my leads and deals stand. It's also customizable, allowing me to change stage fields and automation, which is another strong point for me as I don’t have to switch platforms for that.

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

I think the reporting is not as great as it's supposed to be. The reporting is decent, but if you want very deep analytics or highly advanced sales forecasting, it can feel basic compared to some other enterprise CRM. Another thing is that some advanced features are locked into higher pricing tiers, so if my team grows, the cost can rise significantly faster than expected. Not at all easy, definitely not easy.

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

I use monday CRM to organize leads and conversations from multiple platforms. It centralizes tracking, reduces mental load, and offers a clear, structured workflow for managing collectors, artist applications, and partnerships.

  ### 4. Monday.com Helps us stay organized and aligned as a team

**Rating:** 4.5/5.0 stars

**Reviewed by:** Allon M. | CSM Team Lead, Telecommunications, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 29, 2026

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

We’ve been using Monday.com to manage our day-to-day work, and it’s made a real difference for our team.

It keeps everything organized, well-documented, and visible, so it’s much easier to stay aligned and on top of tasks. The UI is clean and intuitive, which makes adoption across the team very smooth.

I also really like the integrations—it connects well with other tools we use and helps reduce manual work by keeping everything in sync.

Next step for us is bringing AI into the workflows, which I think will be a game changer in terms of automation and insights.

Overall, Monday.com has become a key part of how we run our operations.

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

Monday isn't perfect. It takes time to set things up properly, and without a clear structure, it can get messy pretty quickly. Also, some of the more useful features are locked behind higher plans, so costs can add up as the team grows.

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

Monday CRM is mainly solving the problem of scattered information and lack of visibility.

Before, a lot of customer data, tasks, and follow-ups were spread across emails, notes, and different tools. It made it harder to track what’s going on and easy for things to slip.

With Monday, everything is in one place—pipeline, communication, tasks—so it’s much easier to understand the full picture at any given moment. It also creates accountability, since everyone knows what they own and what needs to happen next.

For me, the biggest benefit is visibility and control. I can quickly see where things stand, spot gaps, and make sure the team is moving in the right direction without chasing updates all the time.

  ### 5. Streamlined Team Collaboration and Task Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew G. | Maintenance Technician, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 03, 2026

**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.

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

Nothing that I’m aware of right now. It’s a great product.

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

I use monday CRM to keep everything in a central location for teams, maintain awareness of timelines, and communicate about projects. It helps with collaborating on projects and building out a social media calendar.

  ### 6. Easy-to-Use, Fast Scheduling and CRM Tool with Clear, Up-to-Date Results

**Rating:** 4.0/5.0 stars

**Reviewed by:** Serena S. | Program Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2026

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

Monday is an app I use for personal, day-to-day scheduling, including business and doctor appointments, meetings, and similar items. Because of that, I find it very easy to integrate into the business sphere as a CRM. I also think it’s priced fairly for the services it provides.

I tend to use it for mid- to high-level tracking and for evaluating data and current trends in my company. As for its use of AI, it’s clearly built into the programming, but it still feels manageable and doesn’t take over all my work, so it continues to feel like my own process. Overall, it’s easy to use, works quickly, and shows up-to-date, clear results.

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

There is genuinely not much to dislike. I do think part of what can be off-putting is how integrated the artificial intelligence software is, but as I noted before, it doesn’t completely detract from the overall user experience.

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

Monday CRM provides our business with ways to get snapshot analysis for a range of needs, which lets us spend more time expanding our customer base while still delivering quality interactions in our daily output. It also saves us time when onboarding new hires, because it helps us synthesize information about company history and performance that has historically been dense and hard to digest.

  ### 7. Effective for Collaboration, Needs Improved Project Streamlining

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jasmin J. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

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

I love the automated reminders in monday CRM because they hold everyone accountable. It's a simple feature, but really strong reports allow people to see in real time where everyone is in the project, creating positive peer pressure by showing pattern behavior. This feature helps ensure everyone knows what they're responsible for, as long as we set it up correctly, and it reinforces accountability through the reports.

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

What I'm still figuring out is how to streamline my projects because some things overlap. I find it frustrating that I'm not sure how to avoid duplicating the whole sheet or project when some projects are similar. If there's a way to copy certain pieces of information or to template certain things, I don't know how to do it. I'm still struggling with the initial setup.

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

I use monday CRM to coordinate youth programs with city and school district goals. The automated reminders and strong reports keep everyone accountable and informed, showing real-time progress and creating positive peer pressure.

  ### 8. Customizable and Cost-Effective with Minor Integration Issues

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kristen L. | Organization Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

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

I really like that monday CRM is highly customizable and reduces the need to patch together different software, saving us a lot of money. What I like most is that it has a plan for nonprofits and provides more education around the platform with specific uses and demos. They offer up to 10 users for free, and it's nice that you can scale up if you need other features. We also switched to monday CRM from Excel sheets because its good workflow automation saves us a lot of time.

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

Well, one thing I didn't like was that we have an integration that we use Jotform. And people would enter text into some of the form, and then it would show up on monday CRM kind of scrambled with some symbols. We have to fix this for next year, and it's a little bit of a hassle. Also, the initial setup was pretty straightforward to learn some of the basics, but it does have a bit of a learning curve once you want the workflows and automations. It took some time because we have a little bit more advanced needs.

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

I use monday CRM because it's highly customizable, reducing the need for multiple software, which cuts costs. We switched from Excel as monday CRM saves time with its good workflow automation.

  ### 9. Simplified Client Tracking, Powerful AI Integrations

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** April 28, 2026

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

I really appreciate how monday CRM has simplified tracking my client's progress from onboarding to deliverables, along with managing their general contact information. It provides a unified place to view all client details without having to log into multiple platforms, which is super helpful. I also like the integration with monday workplace, allowing me to connect tickets to the CRM. Its simplicity, paired with impactful features and AI integrations, helps me create specific solutions for my workflow. The AI integration is particularly valuable as it allows me to set up a tracker to alert me if there's a client I haven't spoken to in over a week, catching things I might have otherwise missed. The initial setup was incredibly intuitive and allowed for customization to meet our specific needs. Additionally, having monday CRM integrated with tools like Gmail, Google Drive, Aircall, Slack, and Zapier enhances its usability.

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

sometimes I wish there were more dashboard layout options or customization that I could do that wouldn't affect my team

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

monday CRM gives me a unified place to track all client information, from onboarding to deliverables. The AI integration helps catch missed client follow-ups. It simplifies communication by connecting tickets with internal teams, eliminating the need to log in to multiple systems.

  ### 10. Flexible, Customizable CRM That Keeps Our Agency Organized as We Scale

**Rating:** 4.0/5.0 stars

**Reviewed by:** Christian K. | Company Owner, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 28, 2026

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

The biggest strength of monday CRM is its flexibility and ease of customization. It allows us to build workflows that match how our marketing agency actually operates, rather than forcing us into a rigid sales structure. We can manage leads for both musicians and business clients, automate follow-ups, track deal stages, and keep everything centralized in one place. The visual layout, automations, and integrations help our team stay organized and reduce manual work as we scale.

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

Some advanced CRM functionality requires additional configuration compared to more traditional CRM platforms. Reporting and dashboards can take time to fine-tune if you need very specific metrics, and certain automations or integrations are limited to higher-tier plans. There is also a learning curve during initial setup, especially when building more complex workflows, but this improves once the system is fully customized.

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

monday CRM helps us centralize and organize leads from multiple sources while managing relationships across both musicians and business clients. It allows our team to track deal stages, automate follow-ups, and keep communication consistent without relying on spreadsheets or manual reminders. Email automations and workflow customization save time, reduce missed opportunities, and give us better visibility into our sales pipeline, which ultimately improves conversion rates and team efficiency.

  ### 11. Streamlines Lead Management, Needs Better Templates

**Rating:** 4.0/5.0 stars

**Reviewed by:** Megan K. | Campus Systems and Education Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2026

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

I really enjoy that I can assign things to different salespersons automatically to make it easier. The automations and the visual pipeline help us stay organized and allow multiple collaborators, keeping everything in one area. We use monday CRM to manage leads and contacts for potential student enrollments, and these features make it efficient.

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

The sales analytics could be better and having to start with a blank system is a bit challenging. It would be nice to have some foundational templates, like for contacts, deals, pipelines, and basic tracking. The setup was easy initially, but it got tricky when adding more users.

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

I use monday CRM to manage leads and contacts for potential student enrollments. It helps us stay organized, allows multiple collaborators, and keeps everything in one place. I enjoy assigning tasks automatically and the visual pipeline to see our ongoing activities.

  ### 12. 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.

  ### 13. 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.

  ### 14. 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.

  ### 15. 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.

  ### 16. 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.

  ### 17. 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.

  ### 18. 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.

  ### 19. Effortless Team Collaboration with monday CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carol D. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

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

I like that monday CRM gives me insight into how my team works together. It solves the need to be in person for everything, which is really helpful in collaborating with other writers. I enjoy that I can see who is working on what and when they've been logged in working. As this is the first CRM we are using, we really enjoy it. The initial setup was very easy, and everything we've done with monday CRM seems to be working well for me.

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

NothingI love it!

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

I use monday CRM to collaborate with other writers, which solves the need to be in person for everything. I like seeing who is working on what and when, giving me insight into how my team works together.

  ### 20. Powerful Yet Challenging to Implement

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** May 20, 2026

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

I like using monday CRM as it serves as our central hub for all operations. It effectively integrates all of our systems, making it extremely powerful for tasks like time tracking, production line tracking, project tracking, and scheduling. I appreciate how broadly it integrates into everything and how customizable it is for very specific tasks. The platform's ability to provide vast complexity within a simple user interface is impressive, making it a shared work platform for our whole team.

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

It takes an enormous amount of front end work to get set up. You need a very high degree of understanding with how the graphite queues work and the APIs, and even with what integrations they offer in their marketplace, they tend to be very expensive. It's simply not well guided; they could help businesses implement it. Additionally, with their seats, it's a very large limitation for the small scale where you have different tiers for the plan, like a three-seat plan or the next tier, I believe, is five seats, and then the next tier from there is 10 seats. They're in these kind of bundles, not by the seat. The enterprise plan, which is their top tier plan, is extraordinarily expensive and not practical for any small business. The block limitations instead of just making it invisible are like constantly creating these, like, oh, I'm trying to use whatever tool, then it basically just tells you you need to upgrade, and it's not even remotely close to possible to upgrade, especially for a small business.

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

I use monday CRM for client and lead data collection, project estimating, and accounts management. It integrates seamlessly into our systems, acting as a central hub for operations, making it incredibly robust and useful for our team.

  ### 21. monday CRM: Boosts Visibility and Streamlines Workflow

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 19, 2024

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

I absolutely love the emails and activities feature of monday CRM, which automatically tags emails to clients and leads, making tracking incredibly efficient. This automation, combined with the AI features, helps me extract crucial information like follow-up dates and important details effortlessly. The Workflow Center is another standout feature, offering enhanced automation akin to having if-this-then-that statements that propel my work forward and prevent stagnation, ultimately saving both time and money. In my role as both a freelancer and Director of Sales, these features significantly boost my productivity by keeping communications streamlined and organized. Additionally, despite using it for both individual and team purposes, the initial setup was straightforward due to my extensive experience with monday products, making integration seamless.

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

I find the quotes and invoices feature of monday CRM lacking. I wish it had the ability to automatically pull in products from the deal. For instance, if I have a column or subitem for each product associated with a deal, I want the quotes tool to recognize and utilize that data. Currently, I have to start from scratch when using this tool, which is inefficient.

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

I find monday CRM enhances visibility into deals, streamlines communication by avoiding data silos, and automates workflows to keep projects moving smoothly, saving time and money.

  ### 22. Flexible, Visual CRM That Makes Tracking Leads and Deals Easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Filippo T. | CTO & Co-Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 17, 2026

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

What I like most about Monday CRM is its flexibility and visual approach to managing customer relationships. The boards and customizable workflows make it easy to track leads, deals, and follow-ups in a way that fits my process.

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

While Monday CRM is flexible and visually intuitive, it can sometimes feel overwhelming due to the number of options and settings. Customizing boards and automations can take time, especially for complex workflows.

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

Monday CRM solves the problem of keeping track of customer interactions, leads, and sales pipelines in an organized and centralized way. Instead of relying on scattered spreadsheets, emails, or manual follow-ups, everything is managed in one platform.

  ### 23. Efficient and Customizable Centralization with Monday CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pedro N. | COORDINADOR DE SERVICIO AL CLIENTE Y EJECUTIVO DE CUENTA, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2024

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

I love that monday CRM is highly customizable, which allows it to adapt to the specific needs of any company. This is especially valuable because it offers me the flexibility to adjust the information of each contact according to the focus and needs of my organization, which is dedicated to market research. The ability to add fields and separate by types of methodologies is essential for our workflow. Additionally, I find that the initial setup process is relatively user-friendly, which facilitates integration into our daily operation.

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

One of the things I dislike about Monday CRM is the lack of proper restrictions or locks, which allows contacts to be deleted by any user. This can pose a security issue or inadequate information management. Additionally, I find that making adjustments from scratch, especially when customizing contact rules, can be complicated and not as intuitive as would be ideal.

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

I use Monday CRM to organize leads coming from the web, save time on organization, and connect areas of the company through a centralized tool.

  ### 24. Best Way to Stay on Top of Team Communication and Tasks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Holly  D. | Marketing and Sales Coach, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2026

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

While managing a team this was the best way to stay on top of communications and make sure tasks were not going unnoticed.

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

I wish there was a smaller fee for those that don't use all the features or have smaller teams of just 2-3 people.

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

Keeping on top of all the day to day tasks between team members is easy and clear using Monday.

  ### 25. Monday CRM Keeps Us Highly Organized with Automated, Streamlined Workflows

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 28, 2026

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

Monday CRM has made our company highly organized. We have been able to automate and streamline many of our workflows. Rather than us chasing information, Monday CRM reaches out to folks who we need information from and returns it to us. In addition, we have been able to harness so many of the details that drive our business and instead invest the time growing our business. We use Monday CRM everyday.

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

I wish Monday CRM had better structure around their email templates. Updating templates is cumbersome because there is no "list" of templates that you can access to edit easily.

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

Monday CRM has replaced so many spread sheets that were lists of details we track to make our business run. Now those spread sheets are built into Monday CRM and are interactive among our entire admin team. Collaboration has been a key issue that Monday CRM has solved for us.

  ### 26. Intuitive Software with Excellent Templates

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jackie H. | Operations Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2025

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

I like the templates that were created and provided at start up. The software is intuitive and easy to work with.
Being able to import the contacts from our ERP system into monday was very useful.

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

The fact that every user is a paid seat. I wish there were tiers for the different levels of users. People who do the bulk of the work pay a higher tier, people who just change a status, etc would be a lower tier. 
In the dashboard view, I don't like that we can't use formulas to display numbers. There are also other limitations like data populated by other boards don't always work well.

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

Before monday we did not have visibility between our different sales staff and we did not have any type of tracking on what percentage of deals were won vs. lost or why they were lost. We have much better transparency in our sales department now.

  ### 27. Simple, visual and perfect for team collaboration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Elina C. | Business Support Administrator, Architecture & Planning, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2025

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

I really like how intuitive and easy monday CRM is to use – it’s very visual and straightforward, so our whole team can jump in without much training. I love that we can all collaborate in real time, track every stage of our leads and clients, and see at a glance who’s responsible for what and what’s coming next. The custom boards, automations and updates keep everyone aligned, reduce back-and-forth messages, and make it much easier to stay on top of our pipeline.

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

The only downside for me is that I feel the CRM has a lot more potential than we’re currently using, and we’re probably just scratching the surface with the basic features. I wish I had deeper knowledge of the more advanced tools, especially around integrations and more complex automations. I guess I would love to see more step-by-step guides to help unlock that extra functionality.

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

As an architectural studio, we find that monday CRM provides us with a clear and centralised overview of all our leads and clients, ensuring that nothing gets lost in emails or scattered across random spreadsheets. It addresses the challenge of managing multiple projects and stages simultaneously by enabling us to track the status of each enquiry, proposal, and active project, as well as identify who is responsible and what the next steps are. The email tracking feature is particularly valuable, as it allows us to see whether clients are opening our messages and how engaged they are, which in turn helps us prioritise follow-ups and improve our communication. Overall, monday CRM has reduced miscommunication within our team, given us greater visibility into our workload, and made our client and project management far more organised and proactive.

  ### 28. Easy to use, excellent features

**Rating:** 4.5/5.0 stars

**Reviewed by:** Katie S. | Corporate Sales & Event Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2022

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

The 24 hour customer service feature is amazing - zoom calls with the help centre have ensured I set up my CRM to perfectly suit my business

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

It would be useful if you could integrate your Google calendar onto the system for all members to share meeting info

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

I run a catering company and it is great that all my upcoming orders and past orders are all in one place. I love that I can tag my colleagues into order updates

  ### 29. monday CRM: Clarity, Control, and Custom Workflows in One Platform

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 28, 2026

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

monday CRM is an intuitive and flexible platform that makes it easy to manage sales processes without unnecessary complexity.
It provides clear visibility into deals, contacts, and activities, helping teams stay aligned and informed.
The ability to customize workflows and automate routine tasks significantly improves efficiency and day-to-day usability.

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

I love monday CRM :) Honestly, there’s absolutely nothing for me to dislike about it.

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

monday CRM solves the problem of fragmented customer data by centralizing all leads, contacts, deals, and activities in a single system, eliminating the need to rely on spreadsheets and disconnected tools. It also tackles the lack of visibility by offering real-time pipelines and dashboards, which makes it easier to track progress, spot bottlenecks, and stay on top of what’s happening. As a result, it strengthens coordination across teams, cuts down on manual follow-ups through automation, and supports more informed, faster decision-making.

  ### 30. Effortless Task Organization and Prioritization with Monday.com

**Rating:** 4.5/5.0 stars

**Reviewed by:** Maya S. | Executive Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

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

What I appreciate most about Monday.com is how easy it is to keep everything in order. Implementing it into my existing routine and using some of my current programs  was very helpful/ It helps me keep track of leads and follow-ups so nothing slips through the cracks, and all my customer information is in one place instead of scattered across different apps. With easy integrations and clear prioritization, I can focus on the most important tasks and manage relationships more professionally, saving time and reducing the stress of juggling everything manually. For a while, I was using it multiple times each day.

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

The main downside for me is the cost. Monday.com does a lot, but the price can feel steep when you’re just trying to stay organized without blowing your whole budget on the tool that helps you stay organized.

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

Monday CRM helps me keep track of leads and follow-ups so nothing slips through the cracks, and all my customer information is in one place instead of scattered across different apps. With easy integrations and clear prioritization, I can focus on the most important tasks and manage relationships more professionally, saving time and reducing the stress of juggling everything manually.

  ### 31. Streamlined Task Management with Limited Reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shailesh S. | Principal Analyst - Global Sales Operations , Computer Software, Enterprise (> 1000 emp.)

**Reviewed Date:** April 13, 2026

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

I like how monday CRM makes it easy to track tasks and follow-ups with its simple and clean UI. It helps me prioritize daily follow-ups and serves as a source of truth for our team meetings regarding follow-ups.

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

The reporting is limited and sometimes notifications can feel overwhelming. There should be a way to limit notifications for small updates. Reporting is also very basic and not very flexible.

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

I use monday CRM to organize tasks and followups for my sales team. It reduces missed followups, helps prioritize daily tasks, and serves as a source of truth for meetings. The clean UI makes tracking easy.

  ### 32. CRM Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kyeasha M. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2026

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

You can organize everything in one place. The upside is that I can add my team!

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

I don’t thinks it’s easy to use. It takes time and consistency to learn how to operate the features you need!

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

It keeps me organized and it helps me to know what the team has pending, completed or never started.

  ### 33. monday CRM Centralizes Deal Communication and Automates Follow-Ups

**Rating:** 5.0/5.0 stars

**Reviewed by:** Venice R. | Business Development Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2026

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

We no longer rely on long email threads to track deals. monday CRM centralizes our communication history in one place, so it’s easier to see what’s been discussed and what needs to happen next. Tasks are clearly assigned to the right owners, and automations trigger follow-ups automatically. Collaboration between teams has improved, and the pipeline stays up to date without constant manual chasing.

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

Email syncing can lag at times, which can be a bit frustrating. A few integrations also need some tweaking to work as expected. On top of that, the notification settings require adjustment to better match my preferences.

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

Sales communication is now visible to everyone on the team. As a result, we’re missing fewer messages, and follow-ups happen more promptly. Overall, accountability has increased across the team, and it’s clearer who is responsible for what.

  ### 34. Great Integrations and Ease of Use, but Campaigns Need Work

**Rating:** 3.5/5.0 stars

**Reviewed by:** Madison F. | Digital Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2026

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

I love the various integrations (Hootsuite, Outlook, etc) and the ease of use.

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

I did not like the campaigns feature and found it difficult to use.

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

It provides a centralized hub for my team and I to organize projects, collaborate, and communicate.

  ### 35. So Easy to Use for Staying on Top of Projects and Collaboration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Allison M. | Sales Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2026

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

It is so easy to use, and stay on top of our projects. It makes our team able to collaborate together. We use Monday.Com every single day.

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

Only thing is it is hard to contact an actual person if you need help.

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

We have a lot of projects to keep track of and Monday.Com allows us to organize those. We can track emails, meetings, and projects. We are so happy we found this CRM. We have been recommending it to our customers because it really has helped us stay in front of tasks and management. Highly recommend!

  ### 36. Efficient Task and Lead Management with Room for Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Karthikeyan L. | Senior Sales Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2025

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

I like using monday CRM for listing down my tasks and leads as it makes it easy to manage leads and tasks with next steps. I also appreciate its feature to set up automated workflows that move leads or tasks from one stage to another, which helps by automatically progressing tasks and leads based on preset triggers. This reduces manual effort and time spent on follow-ups. It was also easy to set up initially.

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

I think monday CRM could improve its deeper reporting capabilities and integrations. It can't handle complex workflows like a full-fledged CRM. I'd like a customizable dashboard with advanced filters and forecasting. Also, syncing tools with emails and marketing tools would be helpful, as well as visual mapping workflow.

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

I use monday CRM to easily manage leads and tasks with next steps. The automated workflows reduce manual effort by progressing tasks and leads based on preset triggers, saving time on follow-ups.

  ### 37. Highly Visual and Customizable CRM That Elevates Team Productivity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hena A. | Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** December 19, 2025

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

What I like best about monday CRM is how visual and customizable it is.

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

One downside of monday CRM is that it can become expensive as your team grows and needs more advanced features. While it’s easy to use day to day, setting up custom workflows, automations, and reports can take some time. Additionally, some advanced CRM functions aren’t available out of the box and require extra configuration or integrations, which may be limiting for teams looking for a more traditional, ready-made CRM experience.

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

Monday CRM helps solve several common sales and customer-management challenges, and that’s beneficial in a few key ways. It centralizes customer information and activities in one place, so nothing gets lost in email threads or scattered spreadsheets. The visual pipeline and customizable boards make it easy to track leads and deals through every stage, which improves forecasting and keeps the whole team aligned. Built-in automations cut down on repetitive tasks like follow-ups and status updates, freeing up time to focus on selling and building relationships. Overall, it brings more organization, clarity, and efficiency to how you manage your sales process.

  ### 38. Centralized campaign ops with strong APIs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Safae J. | IT Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 14, 2025

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

Our consultants are able to create complex campaign workflows on their own, eliminating the need to frequently submit support tickets to my team. The integration features are outstanding; we managed to connect monday CRM to our marketing automation platform using the API. As a result, whenever a campaign status changes in monday, it automatically triggers the appropriate sequences in our external systems, removing the need for manual data entry.

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

The error logs often lack enough detail to clearly explain why a particular trigger failed so we have to spend extra time testing different scenarios to identify the issue.

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

Monday CRM helped us eliminate data fragmentation by bringing campaigns from Trello, Excel, and even unauthorized tools into one governed system. Now everything is tracked in a single place, so cross-team handoffs are smoother, reporting is consistent, and audits are faster because we can clearly see the full history of changes and who owns each update.

  ### 39. Monday CRM Makes Client and Project Tracking Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nate F. | SIMVANA, LLC | Program Manager, Hospital & Health Care, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

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

Monday CRM helps me keep track of clients, their details, and the projects associated with them.

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

So far, there’s really nothing for me to dislike.

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

Monday CRM is handling the tracking and details of our client base.

  ### 40. Excellent Sales Tracking and Forecasting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gloria T. | Analytics Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

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

It helps with tracking and forecasting sales

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

It is expensive to include for everyone in the team

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

Keep track of project and budget sent out, making it easier to keep track of the business won and lost

  ### 41. monday CRM: Flexible Pipelines, Smart Automations, and Clear Dashboards

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karan P. | Revenue Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 18, 2026

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

Our sales process changes often, and monday CRM adapts to those shifts really well. We’re able to adjust our pipelines as needed without breaking existing workflows or creating extra confusion. The custom fields make it easy to track the deal data that actually matters to us, and the automations cut down on repetitive admin tasks. On top of that, the dashboards give leadership clear, reliable visibility into what’s happening.

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

Early on, the sheer number of options can feel a bit overwhelming.

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

It replaced several disconnected tools and brought everything into one place. The team now follows a single, consistent workflow, which has made day-to-day work feel more coordinated. Reporting is more reliable, and sales discussions are based on real data rather than assumptions.

  ### 42. Visualizes Sales Pipeline Brilliantly, Needs Better Pricing Structure

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kevin P. | Director - PMO, Salesforce and Performance Consulting BUs, Enterprise (> 1000 emp.)

**Reviewed Date:** March 26, 2026

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

I really like how monday CRM does a great job of visually representing the sales pipeline, making it easy to collaborate on open leads and opportunities. It also helps me discern trends about lost opportunities and leads. Additionally, I find the custom dashboards that are easily configured to be a standout feature.

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

It doesn't do a great job of complex pricing or deal structures.

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

I use monday CRM to visualize and manage the entire sales lifecycle, making it easy to collaborate on open leads and discern trends about lost opportunities.

  ### 43. Streamlined Sponsor Organization With Powerful Automations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Janeen B. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 07, 2026

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

It helps us organize our prospective sponors and the automations

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

It takes alot to understand how to create the workspaces

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

It allows us to input and add our prospective sponsors. It makes things much easier for us especially with the implentation of the automation

  ### 44. Visual Clarity with Room for Reporting Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Amie L. | Core Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 14, 2025

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

I like monday CRM for its visual clarity. It helps me easily identify deals that aren't progressing and see which deals are becoming profitable. Plus, the reminders are great for keeping me on track.

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

The reporting isn't as in-depth as other tools which causes me to sometimes make blind decisions. It would be awesome if it incorporated real forecasting models, historical trend views, and smarter dashboards without workarounds. It took a little time to figure it out at first. There were too many boards, inconsistent stages, fields that were confusing, and automations that I didn't understand. This may be more of an operational/company issue rather than a monday CRM issue.

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

Monday CRM keeps me updated on deals and customer status. The visual clarity helps identify profitable deals and those that need attention. Reminders keep me on track.

  ### 45. monday CRM Keeps My Deals Organized and Follow-Ups Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rahul C. | Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 13, 2026

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

I manage many deals at once, and monday CRM helps me stay focused and organized. After calls, I can quickly update deal stages without losing track of what’s next. Notes and activity logs are straightforward to review before follow-ups, so I’m not scrambling for context. Task reminders also help ensure I don’t forget important next steps.

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

The mobile app is missing some features that are available on the desktop version. Also, using filters can sometimes take a few extra clicks than it should.

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

It helps prevent deals from falling behind. I always know what needs attention next, and my follow-ups are much more consistent. I also spend far less time organizing now, which makes it easier to stay on top of everything.

  ### 46. Monday Makes Task and Deadline Tracking Easy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ernie S. | Senior Accounting Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** April 30, 2026

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

Monday helps keep track of tasks and deadlines so you can have all your daily, weekly and monthly tasks organized.

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

It is sometimes difficult to stay focused and log into Monday to do your tasks since it is a separate program, but you do get email reminders that you have outstanding tasks.

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

For large teams, it can help keep tasks on time, like month end processes and reconciliation schedules.

  ### 47. Customisation and Automation Make CRM Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kat B. | Business Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 05, 2025

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

It works with you by offering customisation and automations to streamline tasks and make using a CRM easy and efficient. It's easy to implement and Monday.com are always available to help if there is a problem. We use it everyday in combination with our other software to get the most efficiency out of our sales and client account management processes.

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

It can be slightly too customisable sometimes and the Outlook integrations aren't always helpful if you're managing multiple contracts with one contact.

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

Monday lets us hold CRM data in a way that interacts with our process flows (held in work management and other software). We can easily track sales, manage renewals and understand how our campaigns are performing.

  ### 48. Intuitive, Visual Dashboards and Automations That Keep Sales on Track

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 04, 2026

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

What I like best about monday CRM is how intuitive and visual it is. The dashboards make it easy to see the status of every deal at a glance, and the automation features save a lot of manual work. It really helps me stay organized and focused on closing sales rather than juggling tasks.

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

One thing I dislike about monday CRM is that it can sometimes feel a bit overwhelming with all the features, especially when setting up complex workflows. It takes some time to get everything just right, but once configured, it works really well.

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

monday CRM helps me solve the problem of keeping track of leads, deals, and client communications all in one place. By organizing my sales pipeline and automating repetitive tasks, it saves time, reduces errors, and ensures I never miss a follow-up, which directly helps me close more deals efficiently.

  ### 49. Revolutionized Our Workflow with Centralized, Visual CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashok C. | IT Support Lead, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 13, 2026

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

Monday CRM has enabled our team to shift from disorganized processes to a well-structured daily workflow. Now, every representative can view their deals, tasks, and priorities all in one centralized location. The visual pipeline provides a clear overview of deal statuses, eliminating the need for constant updates or questions. The platform also feels adaptable, giving us confidence that it can evolve alongside our team's growth.

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

Certain features required some testing before they functioned as intended.

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

Previously, we managed our deals using spreadsheets and emails, which often led to outdated or incomplete information. With Monday CRM, we now have a single, dependable source for all our data. As a result, our sales meetings have become quicker and more focused.

  ### 50. Customizable and User-Friendly CRM for Team Projects

**Rating:** 4.0/5.0 stars

**Reviewed by:** Emily H. | Marketing & Technology Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

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

I use monday CRM for tasks and team projects. It helps keep things organized and on track, which is super helpful for me. What I like most about monday CRM is that it's easy to use and very customizable. The initial setup was easy too, which was a relief.

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

nothing

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

monday CRM helps keep things organized and on track. It's easy to use and highly customizable.


## 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?qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-05-24+12%3A33%3A29+-0500&secure%5Bsession_id%5D=71c77f51-6878-4150-a323-bcc0f230ceaa&secure%5Btoken%5D=0b6a6e1c1e8288fea68ca1c961e5af154575967e6c94cc000ce69fc99c8ff5da&format=llm_user)
## monday CRM Integrations
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)
  - [Aircall](https://www.g2.com/products/aircall/reviews)
  - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews)
  - [Calendly](https://www.g2.com/products/calendly/reviews)
  - [ClickUp](https://www.g2.com/products/clickup/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [D-Tools](https://www.g2.com/products/d-tools/reviews)
  - [Eventbrite](https://www.g2.com/products/eventbrite/reviews)
  - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews)
  - [Firebase](https://www.g2.com/products/firebase/reviews)
  - [Google Analytics](https://www.g2.com/products/google-analytics/reviews)
  - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews)
  - [Google Meet](https://www.g2.com/products/google-meet/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Juma](https://www.g2.com/products/juma/reviews)
  - [Klaviyo](https://www.g2.com/products/klaviyo/reviews)
  - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [monday Work Management](https://www.g2.com/products/monday-com/reviews)
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews)
  - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews)
  - [RingCX](https://www.g2.com/products/ringcx/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews)
  - [Twilio](https://www.g2.com/products/twilio/reviews)
  - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews)
  - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews)
  - [Zapier](https://www.g2.com/products/zapier/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

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

**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

**Analytics**
- Open Rates
- Link Activity

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

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

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting

**Generative AI**
- AI Text Generation

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

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

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

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

## 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 (24,600 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,195 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,997 reviews)