---
title: monday CRM Reviews
meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1380 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: 1380
  scale: '5'
date_modified: '2026-07-29'
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:** 1,380
## 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. 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.

  ### 2. 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.

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 24, 2026

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

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

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

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

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

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

  ### 4. 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.

  ### 5. 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.

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

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** July 16, 2026

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

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

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

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

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

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

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 13, 2026

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

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

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

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

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

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

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 27, 2026

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

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

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

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

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

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

  ### 9. Streamlined Task Tracking with Ease

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 03, 2026

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

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

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

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

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

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

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 28, 2026

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

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

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

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

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

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

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 16, 2026

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

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

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

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

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

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

  ### 12. AI-Powered Automation That Delivers

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 07, 2026

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

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

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

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

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

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

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 01, 2026

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

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

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

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

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

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

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 27, 2026

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

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

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

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

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

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

  ### 15. Powerful Automations with Deep Process Customization

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 20, 2026

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

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

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

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

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

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

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 27, 2026

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

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

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

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

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

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

  ### 17. Decent option but could be better

**Rating:** 1.0/5.0 stars

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

**Reviewed Date:** July 13, 2026

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

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

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

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

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

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

  ### 18. 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.

  ### 19. 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.

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

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 27, 2026

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

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

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

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

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

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

  ### 21. Intuitive, Modern UI

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 27, 2026

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

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

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

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

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

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

  ### 22. Tailorable and Great for Tracking Authorizations

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** July 16, 2026

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

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

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

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

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

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

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 05, 2026

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

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

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

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

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

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

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 20, 2026

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

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

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

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

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

All client work in one place

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

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 09, 2026

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

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

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

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

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

Sorting data and customer journey stages

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

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** July 20, 2026

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

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

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

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

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

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

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

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 13, 2026

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

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

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

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

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

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

  ### 28. Programmable automations that I didn't find in any other product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rodrigo G. | Product Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 07, 2026

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

The most useful thing is the ability to program automations, something I haven't found in another product.

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

Perhaps the cost is not the cheapest on the market, but its features are worth it.

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

It allows me to track my Leads over time, with colors I can quickly identify when a client has not been contacted.

  ### 29. Helpful Task and Deadline Management with Easy Customization

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2026

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

It is so helpful to assign tasks and deadlines to be better able to manage multiple tasks. It is easy to make adjustments to deadlines, as well as to refine the status categories to make those more customized to the tasks.

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

Inputting a deadline will automatically change the status to "Done" once the date has passed, but some deadlines are missed. I would rather be the one to adjust the status myself, rather than the date.

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

It is solving tasks delegation, timeline order and multitasking.

  ### 30. Easily Configurable, Intuitive, and Efficient

**Rating:** 4.5/5.0 stars

**Reviewed by:** mario p. | Head of product, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2026

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

I find monday CRM easy to configure and it is very intuitive to use, even if you are not familiar with the tool. I can configure the boards according to my preferences and create automations, which makes it easy to get accustomed to. Additionally, the initial setup was very simple.

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

I would wish for multiple columns to be made available.

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

I use monday CRM for organizing customers and leads, creating offers, and tracking as well as status updates. It is easy to configure, intuitively usable, and allows the creation of automations.

  ### 31. Customizable Groups and Tables That Fit Our Needs

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 09, 2026

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

I like the way I am able to customize groups and tables to suit company and my own needs

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

Sometimes it is quite slow if there is a lot of data on it's side, which makes the workflow harder and it is a chore to use at times because of this.

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

It is a good way for the company to communicate leads and keep everyone on the same page, it benefits me by being ensuring everyone is doing there part and we are all talking to each other through Monday.com

  ### 32. Improved Organizational Skills at Work

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paola G. | Workplace experience coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2026

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

Getting better organizational skills at work.

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

The sidebar organization can sometimes feel like a lot for me.

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

My business problem was that we were using emails, Post-its, texts, and pretty much everything else just to keep everything in mind. Now we’re simply using Monday, and it’s much easier to stay on top of things.

  ### 33. 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.

  ### 34. User-Friendly CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tyrtza J.

**Reviewed Date:** July 16, 2026

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

I like how user-friendly and intuitive monday CRM is. The initial setup was easy. I'm also okay with monday's automations, but I mainly like using them and look forward to them becoming more powerful.

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

AI is expensive, Vibe view is cool but not worth the price - I wish we could pay less for one view instead of paying $100 for a bunch. We are also eagerly awaiting native texting but taking a while to come out.

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

Monday CRM helps my clients with tracking paperwork, processes

  ### 35. Connected Dashboards and Automation That Keep Everything in Sync

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2026

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

Everything is connected, so I only need to update fields in one place. There are connected dashboards that bring everything together in a neat summary page. I like the automation features.

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

Learning how everything is connected can be tricky. For example, my teammates built our connected dashboard and learning which fields are connected to where is a bit difficult. But once you learn it, it stays in tact.

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

Workflows are updated manually and reliant on word of mouth, but with the monday CRM, everything moves automatically and notifications are triggered.

  ### 36. 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.

  ### 37. Clunky Interface, Low Recommendation Score

**Rating:** 1.0/5.0 stars

**Reviewed by:** Ben B. | Office Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2026

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

I appreciate monday CRM's features like notifications and reminders, which are really helpful for keeping track of dates, times, and previous actions, especially for vehicle management. I also find the monday doc feature valuable. The initial setup was very easy, and it had a simple learning curve.

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

The interface can be clunky, and I'm also not happy about it being an Israeli company.

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

I use monday CRM for vehicle management, keeping track of dates, times, and previous actions with notifications and reminders.

  ### 38. Organized Collaboration That Keeps Projects Clear

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ariadna  R. | Partnerships Executve, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 16, 2026

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

You are organised, and you can have a project with your colleagues with clear ideas

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

You can not go back or do control z, so if something happens you can not go back

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

Problems about organization, now we are aligned with our team thanks of monday

  ### 39. Real-Time Updates and Smart Automations Keep Our Team in Sync

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 20, 2026

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

Real time updates across team members. The automations allow for team members to be notified on tasks without additional steps. We're also able to integrate client progress across different departments

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

Automations that conflict with one another. AI automations on one board will mess with automations on other boards, creating confusion between teams

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

It helps to reduce admin. time by A LOT (adding, dates, updating statuses, moving groups). A problem I run into, theres not a lot of support from Monday.com themselves

  ### 40. Easy-to-Use UI and Automations, but Occasional Bugs

**Rating:** 3.0/5.0 stars

**Reviewed by:** Halle T. | Project Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 20, 2026

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

The UI is easy to understand and it is easy to implement automations

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

I have encountered some bugs in the past - for example not all items were correctly automated

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

We keep track of all of our leads and applicants in the CRM

  ### 41. Monday CRM Makes Client Data Easy to Find and Navigate!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Genesis C. | Case Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2026

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

It is very easy to navigate and when I need anything regarding client dates and numbers it is easily accessible to me.

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

There is nothing I dislike about Monday CRM.

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

It is making easy to access things I would otherwise have to walk to the file room to get.

  ### 42. Simplified Project Tracking, Needs Search Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jim A. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2026

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

I like that monday CRM is easy to use. It's really easy to plug in information and track it, which simplifies managing project details.

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

Sometimes I go to search for certain projects in it, and if I'm not searching in a specific way, I might not find it. So just a work in progress, I'd say.

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

I use monday CRM to track progress on large projects, keeping detailed records of repairs and work done. It helps me provide clear, organized information, making complex processes much easier.

  ### 43. Easy to Use, AI-Powered Features That Take monday.com to the Next Level

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 13, 2026

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

I love how Monday is set up and ease of use. It also has so many AI features that really take it to the next level.

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

Sometimes having to many dashboards can be to much

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

Allowing us to stay organized and collaborate as an organization

  ### 44. Customizable and Efficient with Great Automation

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 09, 2026

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

I love monday CRM for its customisable nature; it feels like there's little you can't achieve on the platform. The interconnected boards are something I really appreciate. I also value how the automations save creative staff time on admin tasks. We've been able to create a fully functioning production line for company assets, which is effortless to use and track.

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

There is the odd function here and there that still have to be carried out manually where an automation would save us time, but they are few and far between.

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

Monday CRM lets us create a custom task board for asset production, involving stakeholders as needed. The linked boards and automations save our creative team time by reducing admin tasks.

  ### 45. Customizable but Challenging for Recruitment

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** July 26, 2026

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

I like that monday CRM is user-friendly and customizable. It's great that we managed to replicate what we were doing on Excel into monday.com for recruitment purposes, which is quite specific for us.

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

Some of the detail of what we need per job or per role that we're working on is not visible initially. You have to click into additional fields. It was also challenging because monday.com is not normally used for recruitment purposes, and we were used to viewing the information in a certain way. We had to replicate that view on monday.com.

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

I use monday CRM to track candidate performance in recruitment and forecast revenue and billings.

  ### 46. 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.

  ### 47. AI Turns Data Into Stories Effortlessly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Samiha I. | Continuous Improvement Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 13, 2026

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

The AI feature helps a lot when it comes to viewing the data and turning extracted data into stories.

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

Setting up the boards and views isn't as quite obvious as it seems.

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

Helping manage projects across 7 different business units.

  ### 48. Task Manager That Helped Improve Our Business

**Rating:** 4.0/5.0 stars

**Reviewed by:** Josh V. | Operations Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2026

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

We use the task manager which really helped us improve our business so we swapped our CRM to Monday as well

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

The automations are very clunky and can be charge to integrate with other software pieces

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

Easy of use and visibility across different customer stages

  ### 49. Fast Learning Curve, Even Faster Results

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rodney F. | Project Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2026

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

The learning curve is extremely fast, and the results even more so.

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

Some features I consider basic are only available in the most expensive module.

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

We use it to solve the "God problem" and also for project tracking.
It’s not that good for projects.

  ### 50. Effective and Easy-to-Use Automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yesi C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2026

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

I really like that monday CRM allows automating repetitive tasks and report generation. This makes reports generate quickly and easily sent to management, thus improving response times. Additionally, the initial setup was very easy.

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

I like everything

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

I use Monday CRM to quickly organize information and automate repetitive tasks, improving my response times and generating quick reports for management.


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-07-29+07%3A11%3A24+-0500&secure%5Bsession_id%5D=888b7da6-82c7-48eb-8812-3671b8094d23&secure%5Btoken%5D=27521ea42cb76ad5bcfd2b5a7fc20fb6c9e71004a4ec495245fe0fa22cec4a8a&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 &amp; Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews)
  - [Google Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews)
  - [Google 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 &amp; Recover](https://www.g2.com/products/salesforce-backup-recover/reviews)
  - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews)
  - [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 (13,278 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,052 reviews)

