--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1376 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: 1376 scale: '5' date_modified: '2026-07-28' 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:** 1,376 ## 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. 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. ### 2. Easy to Integrate and Customize, Great for Business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2026 **What do you like best about monday CRM?** I really like how simple monday CRM is to use and configure. It is easy to integrate with tools like our ERP SAP B1. I also appreciate that you can tailor useful features for my team without needing to be programmers to create analysis dashboards or automations. The initial setup was very simple and intuitive. **What do you dislike about monday CRM?** I think the part related to the creation of offers needs to be improved. **What problems is monday CRM solving and how is that benefiting you?** I find that monday CRM is easy to use and integrate with the ERP. I can create analysis dashboards without being a programmer, tailoring the features for my team. ### 3. Great UI, Smooth Integrations, and Strong Performance with Easy Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Great UI design, nice integrations with different departments, filter features, pricing is acceptable, the onboarding is easy. Performance is also great. Regarding the artificial intelligence features, didn't have much thought on it. **What do you dislike about monday CRM?** AI features, didn't use so much on the artificial intelligence features **What problems is monday CRM solving and how is that benefiting you?** Tracking pipelines, opportunities, progress, sales volume ### 4. 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! ### 5. Easy-to-Use Visual Boards and Detailed Client Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Crystal H. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about monday CRM?** I really loved the visual boards that was easy to see and keep track of things, as well as the way you can store detailed information about your clients. **What do you dislike about monday CRM?** There wasn't anything I didn't like about monday CRM. **What problems is monday CRM solving and how is that benefiting you?** We had different platforms that held different information and projects for each clients and we had quite a few clients. It was easy to have them all on one. ### 6. Keeps Our Team Organized and Project Status Crystal Clear **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2026 **What do you like best about monday CRM?** It’s been really helpful for keeping my team organized in one place, so we’re all on the same page. It also makes it easy for everyone to see the current status of our projects. **What do you dislike about monday CRM?** Some of the items aren’t very user-friendly, and setting up a lot of things takes a lot of trial and error. Also, too many items start as a trial and then you’re charged afterward. **What problems is monday CRM solving and how is that benefiting you?** This helps us keep our team organized in one place, without having to rely on a bunch of spreadsheets. ### 7. 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. ### 8. Efficient Contact Organization, Needs More Automation **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that I can separate the different lists easily in monday CRM and also search to find by organization name, first name, last name, or group. It's really helpful because it keeps things organized. **What do you dislike about monday CRM?** I think there maybe could be some more automations. It would be good to know if I accidentally created a duplicate. **What problems is monday CRM solving and how is that benefiting you?** monday CRM keeps our clients organized and helps me know who is in my contact list. It allows me to separate different lists easily and search by organization name, first name, last name, or group. ### 9. Promising Features, But Stability Issues Persist **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2026 **What do you like best about monday CRM?** I really like the map feature on monday CRM. It's great for planning visits to customers because you can follow an order and it makes things easier when I'm on the road seeing customers. I would love to use the map more. **What do you dislike about monday CRM?** Well, it crashes a lot. Every time you use the map, it crashes a lot. That's also why I kind of stopped using it. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM as a monitoring system to track how much my team is working. It doesn't really solve a problem for me. ### 10. Helpful Support for Onboarding, But Task Prioritization Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2026 **What do you like best about monday CRM?** The support team helped me quickly through the client onboarding process. **What do you dislike about monday CRM?** There are a lot of AI agents, but I don’t really know how to use them. **What problems is monday CRM solving and how is that benefiting you?** It helps improve performance, so everyone can log in quickly. The integration is fast, straightforward, and easy to use. ### 11. Easy to Use with Powerful Search and Task Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about monday CRM?** I enjoy the ease of use, the search capabilities, the organization of tasks **What do you dislike about monday CRM?** There isn't anything I don't like about the platform **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve the problem of project tracking by making it easier to keep projects organized and follow progress. ### 12. Easy to Use and Flexible Board Switching **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** I appreciate how easy it is to use, and I like the flexibility of being able to switch between boards whenever I need to. **What do you dislike about monday CRM?** Sometimes my changes don’t save properly, which ends up causing confusion for the team. **What problems is monday CRM solving and how is that benefiting you?** It now keeps all teams on the same page and ensure all tasks are being completed. ### 13. 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. ### 14. Monday’s Clean, Simple UI Makes Tracking Effortless **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** Monday is easy to use. The UI is clean and simple. It is easy to track things and link accounts to different boards. **What do you dislike about monday CRM?** Nothing comes to mind that I do not like. **What problems is monday CRM solving and how is that benefiting you?** It is easy to make the information I track readily available for other teams to have insights to my work. ### 15. User-Friendly and Easy to Integrate with Other Platforms **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about monday CRM?** Very user-friendly and easy to integrate with other platforms. **What do you dislike about monday CRM?** There’s no way to rerun an automation after it errors out. **What problems is monday CRM solving and how is that benefiting you?** Having one source of truth is important to me. Monday CRM lets you operate from a single platform while still using different kinds of software. ### 16. 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. ### 17. Great Claude Lead Import, But Needs an Undo Option to Prevent Data Loss **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** The ability to link with Claude to import leads into the sytem **What do you dislike about monday CRM?** Sometimes its easy to lose data if you make a mistake. It would be nice to be able to go back a few steps **What problems is monday CRM solving and how is that benefiting you?** Tracking outreach and sending mass emails ### 18. Effortless Organization with Powerful Control **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I like that monday CRM makes organization extremely easy. I have full control to make the staff work and stay organized, and the email notifications are great. It's the visibility for me—I can see everything my staff is doing. The initial setup was very easy, and even though everything good takes time to set up, it's worth it. **What do you dislike about monday CRM?** I think some AI that works better would be great. **What problems is monday CRM solving and how is that benefiting you?** monday CRM makes organization extremely easy and gives me full control to stay organized, with great email notifications. ### 19. Monday CRM, and how it simplifies your task tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** The UI it's quite easy to understand. Also the workflow automation inside the APP it's an fantastic feature! **What do you dislike about monday CRM?** The servers just fall sometimes, not frequently but it happens sometimes and it's horrible for us **What problems is monday CRM solving and how is that benefiting you?** The task tracking mostly, the app made that part so easy to track ### 20. Clean, Easy Team Collaboration—But Agents and Automations Feel Clunky **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The cleanliness of it as well as the ease of being able to use it with other coworkers and share tasks and goals amongst teams **What do you dislike about monday CRM?** I feel like right now the agents and automations are a bit slow and clunky **What problems is monday CRM solving and how is that benefiting you?** Cross department communications ### 21. Detailed Tasks and Tagging Make Collaboration Seamless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The level of detail you can add to each project and task makes it seamless to communicate what needs to get done and who is responsible. Additionally, the ability to comment and tag others for review makes the collaboration process much easier. **What do you dislike about monday CRM?** Nothing as of right now. I am still a new user, and would potentially find thins that could be improved upon further use. **What problems is monday CRM solving and how is that benefiting you?** It is helping with collaboration across teams and organizations. Making workflow and communication run smoothly. ### 22. Highly Customizable with Excellent AI Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** It's highly customizable and the AI integrations are excellent. **What do you dislike about monday CRM?** Sometimes it's hard to know what you need to accomplish an activity. things like "i want to.." in an FAQ would be helpful. **What problems is monday CRM solving and how is that benefiting you?** keeps track of my customers, pipeline and utilization of team. ### 23. Very User-Friendly, with Helpful and Attentive Onboarding Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Very user friendly, the team that got us started was very helpful & attentive **What do you dislike about monday CRM?** Sometimes there are capabilities that would be nice to have that don't exist **What problems is monday CRM solving and how is that benefiting you?** Creating a space for teams to collaborate, more comprehensive data ### 24. Easy to Use with a Clean, Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** I like how easy it is to use and how clean the interface is. Overall, I really like the app. **What do you dislike about monday CRM?** Some of it can be complicated to enter the information in. **What problems is monday CRM solving and how is that benefiting you?** Contacting clients.. I am so excited about it. ### 25. Organized, Easy to Navigate, and Streamlines My Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Mariam A. | Field Medical-Summer Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** What I like about it is how organized the software is, which makes it easy to navigate. It streamlines my workflow and makes work easier overall. **What do you dislike about monday CRM?** There isn’t really anything to complain about. It works great. **What problems is monday CRM solving and how is that benefiting you?** Efficient workflow and good communication throughout. ### 26. True **Rating:** 3.5/5.0 stars **Reviewed by:** Adina H. | Pastry Chef, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** It feels like it can do anything, it connects to all platforms and information **What do you dislike about monday CRM?** Because it’s very big I feel there is so much to learn, endless and it is vary hard to maintain all updates **What problems is monday CRM solving and how is that benefiting you?** Because it over looks everything it can control all information and data ### 27. 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. ### 28. 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 ### 29. Modern, Easy to Use, and Refreshingly Simple **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2026 **What do you like best about monday CRM?** It’s easy to use, feels modern, and isn’t overly complicated. **What do you dislike about monday CRM?** There isn’t much I can say that I don’t like about it. **What problems is monday CRM solving and how is that benefiting you?** I use it for tracking sales opportunities throughout the sales cycle, as well as for onboarding. ### 30. Real-Time Collaboration That Keeps Everyone in Sync **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** I like how we can see comments and changes in real time **What do you dislike about monday CRM?** There are a lot of bugs that have to be fixed **What problems is monday CRM solving and how is that benefiting you?** It's easy for multiple locations to communicate with each other ### 31. 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. ### 32. Simple to Use with a Clean UI and Solid API **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** Relatively simple to use, nice UI, decent API **What do you dislike about monday CRM?** sometimes basic UI functionality while using their product is missing and seems like something that could be solved in a day, by a single person. **What problems is monday CRM solving and how is that benefiting you?** A dynamic hub ### 33. 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. ### 34. Keeps Long-Term Projects Organized and Always Visible **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** It keeps project even if they are long term project well organized and in front of your face **What do you dislike about monday CRM?** Sometime to register an action you have to type it in the account **What problems is monday CRM solving and how is that benefiting you?** I just have to use it but I like it ### 35. Effortless Lead and Account Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about monday CRM?** For me is keeping track of my lead updates and accounts **What do you dislike about monday CRM?** I haven't had any issues. I've only being using it for a couple months **What problems is monday CRM solving and how is that benefiting you?** Tracking my work and helping me be more productive ### 36. Easy, Flexible Documentation—But Dashboard Features Can Be Slow **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** Easy to use, and it helps build flexible documentation pages for teammates. **What do you dislike about monday CRM?** Some features can be very slow, especially the dashboarding tools and related functionality. **What problems is monday CRM solving and how is that benefiting you?** I share knowledge with the organization and help build quick POCs for ideas. ### 37. 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 ### 38. Keeps Me Organized and On Track Every Day **Rating:** 5.0/5.0 stars **Reviewed by:** rebecca r. | Sales rep, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** It keeps me organized and defines what I have to do for that day **What do you dislike about monday CRM?** That it’s all very automated so sometime things jump to rows without me being aware **What problems is monday CRM solving and how is that benefiting you?** Creating fast easy follow up and date showing for me ### 39. 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. ### 40. 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. ### 41. 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. ### 42. 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. ### 43. All Our Information in One Place—Easy to Reference Across Queries **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2026 **What do you like best about monday CRM?** Having all the information in the same place, easier to reference on multiple queries. **What do you dislike about monday CRM?** Loading speed and content shift while loading is a hassle sometimes. **What problems is monday CRM solving and how is that benefiting you?** Sales pipeline and managing contacts and leads. ### 44. Easy Item Tracking, but Board Updates Can Be a Headache **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Helps with tracking some items, fairly easy to use. **What do you dislike about monday CRM?** It can be a headache to make updates to the board on occasion. **What problems is monday CRM solving and how is that benefiting you?** Helps in tracking processes and deadlines. ### 45. Highly Customizable, Needs Streamlined Navigation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I love the look of monday CRM and how much you can customize the platform to meet our needs as an organization. We create personalized dashboards for each of the states we work for, so our separate workflows can be viewed. **What do you dislike about monday CRM?** It might not be as streamlined or easy to navigate unless you have prior experience. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to keep organized and track project status, creating personalized dashboards for workflows. ### 46. CRM manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** What I like most about CRM is its ability to connect people, processes, and data in one place, creating visibility and enabling better decision-making. **What do you dislike about monday CRM?** According to what you've mentioned along the way: **What problems is monday CRM solving and how is that benefiting you?** CRM helps me solve data fragmentation, lack of visibility, and inconsistent processes by providing a single source of truth for managing customers, opportunities, and business activities. ### 47. 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. ### 48. 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. ### 49. Great for Editing Multiple Profile Notes, but Phone Number Lookup Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Hunter T. | CCM, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about monday CRM?** Being able to look edit multiple profile notes at once. **What do you dislike about monday CRM?** No longer able to properly look up phone #'s. **What problems is monday CRM solving and how is that benefiting you?** Makes looking up info much faster. ### 50. AI-Powered Campaigns and Workflows Made Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Shay Daniel H. | Training, Systems & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about monday CRM?** It helps me with campaigns and workflows, and I can handle everything using AI and automations. **What do you dislike about monday CRM?** I don’t have any dislikes. Everything is working well. **What problems is monday CRM solving and how is that benefiting you?** It really helps with our work and makes everything better and faster than before. ## 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=5&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-28+08%3A59%3A17+-0500&secure%5Bsession_id%5D=c093adc1-b15a-4a0b-9cf8-06c0017c0969&secure%5Btoken%5D=522acfa87387c8c211f46c177c813493baa6809126391a8dd5cb65192b350705&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Amazon AWS Platform](https://www.g2.com/products/amazon-aws-platform/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) - [Cursor](https://www.g2.com/products/cursor/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [D-Tools](https://www.g2.com/products/d-tools/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 Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews) - [Google Meet](https://www.g2.com/products/google-meet/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) - [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) - [Juma](https://www.g2.com/products/juma/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/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) - [monday AI Work Platform](https://www.g2.com/products/monday-com/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) - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [Salesforce Backup & 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) - [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) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Vanta](https://www.g2.com/products/vanta/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 (24,676 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,276 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,051 reviews)