--- title: monday CRM Reviews meta\_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1505 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: 1505 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # monday CRM Reviews & Product Details Visit Website 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 * * * Product Website monday CRM Seller [monday.com](https://www.g2.com/sellers/monday-com-d88207e4-9e92-412d-903b-61cd13ca592b) Discussions [monday CRM Community](https://www.g2.com/products/monday-crm/discuss) Languages Supported German, English, French, Italian, Japanese, Korean, Dutch, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Chinese (Traditional) Solution Type All-in-One Overview by Sapphire Pearl Stein Show More ## Pricing Pricing provided by monday CRM. ### Basic $12.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/monday-crm/pricing) ## monday CRM Integrations (81) What do users say about integrations? 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EP Erick P. Account Manager Small-Business (50 or fewer emp.) 7/13/2026 "A Highly Customizable CRM That Keeps Teams Seamlessly Connected" 4.5/5 What do you like best about monday CRM? The best part about Monday CRM is how user-friendly and customizable it is. It allows for seamless cross-departmental collaboration, organized follow-ups on support tickets (we use a board as a ticketing platform), and tailored boards for our specific workflows. Plus, the ability to create custom integrations is absolutely key for us to keep scaling the platform as we grow. Review collected by and hosted on G2.com. What do you dislike about monday CRM? The main drawbacks for me are the search performance and the AI capabilities. Even using a powerful laptop, the search function can be quite slow to open and delayed in displaying results. Additionally, the AI tool isn't as advanced as others on the market; it still needs significant development before it can provide the level of assistance we see on competing platforms. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? The biggest problem Monday CRM solves for us is data fragmentation. It acts as our single source of truth; if it’s written there, it’s a fact. This has completely changed how we communicate across teams. We've been able to cut out all the constant back-and-forth on Slack and Google Chat just to verify if something was done. As a result, our workflows and handoffs are now practically seamless. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Karolina G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karolina G.") KG Karolina G. LOA Small-Business (50 or fewer emp.) 7/12/2026 "Highly Customizable CRM That Keeps Deals, Tasks, and Pipelines Perfectly Organized" 5/5 What do you like best about monday CRM? What I like most about monday CRM is how customizable it is. It keeps my team, tasks, and pipelines organized in one place, automates repetitive work, and makes it easy to track every deal from start to finish. It saves time, improves communication, and helps ensure nothing falls through the cracks. Review collected by and hosted on G2.com. What do you dislike about monday CRM? Overall, I’ve had a good experience with monday CRM, but there are a few things I’d improve. Some automations and integrations take time to learn, and setting up complex workflows can feel overwhelming at first. I also wish some CRM features required less customization out of the box, especially for mortgage and real estate workflows. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? monday CRM helps me keep my real estate and mortgage workflows organized in one place. It tracks leads, contracts, deadlines, follow-ups, and tasks so nothing gets missed. The automations reduce manual work, improve communication with my team, and save me time, allowing me to focus more on serving clients and growing my business. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![David S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David S.") DS David S. Workplace Systems Architect (monday.com tech dude) Small-Business (50 or fewer emp.) 7/12/2026 "CRM + Work Management All-in-One Solution" 5/5 What do you like best about monday CRM? Monday CRM has an elegant way of letting items (and subitems) relate to each other. I can connect my organizations to my contacts, my projects, and more, which makes it easy to keep everything linked in one place. In my opinion, Monday’s pricing is relatively low, especially considering it combines both project management and CRM features. Support is quick and attentive, and they also seem to genuinely listen to user feedback. There are frequent updates and improvements to the platform. I really enjoy the Gmail integration, too as I’m able to track all relevant emails within the monday E&A, and the whole emailing system feels simple and easy to use. I can create charts and dashboards to better manage our data flow. Automations are intuitive and straightforward to create and manage, especially their Workflows automation process, which runs insanely quickly. It takes only seconds to run a full workflow of automations, even when it contains 100 action blocks. Workflows is one of monday.com's best features by far. Review collected by and hosted on G2.com. What do you dislike about monday CRM? Sometimes, when there’s a lot of noise, the app can feel a bit slow. I also think the heavy focus on AI is unnecessary; while AI can be helpful, I’d rather see more practical, truly needed features added instead. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? We can review our applications in the most efficient way possible, combining both a CRM and work management platform into one solution. Our boards talk to each other. Our data talk to each other. We can find all the information we need quickly. It's really an all-in-one solution. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Sandi B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sandi B.") SB Sandi B. CEO Small-Business (50 or fewer emp.) 7/6/2026 "monday.com CRM Streamlines Our RCM with Easy Forms and Team-Wide Visibility" 5/5 What do you like best about monday CRM? I own a Revenue Cycle Management company. monday.com CRM helps me run my RCM smoothly for the following reasons: Form creation for my customers were easy to make and easy to edit when changes take place. Follow up, following up insurance claims and having the whole team track them makes communication easy. And Mail & Activities... my very favorite! All messages to our customers from any one of my team is seen by the whole team, which cuts down on duplicate work and gets all of us on the same page! Review collected by and hosted on G2.com. What do you dislike about monday CRM? I would love to see estimated down time, when there are issues with the site. This morning, for example, you got the site back up quickly, but the automations, which are key to our daily work, were still not working. I get that sites go down, that's not a biggie, monday.com rarely does, but letting your customer know approximate times, may allow us to perhaps do an impromptu staff meeting while waiting for things to work again. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? TEAM all being on the same page, all the time. monday.com has solved the issue that my team had, we are all working remotely and we are now PAPER-FREE because of monday.com! Because of the CRM my staff can work from anywhere at any time of the day or night. My revenue comes in much more regularly now, than before we started using monday.com Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Donna L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Donna L.") DL Donna L. Office Manager Small-Business (50 or fewer emp.) 7/2/2026 "Great tool for keeping our intake process organised" 4.5/5 What do you like best about monday CRM? What I like best about monday CRM is how easy it is to keep our intake process organised and visible. We have been using it to support our intake workflow, including completing forms, tracking where each person is up to, and making sure they are properly registered. The most helpful part is that everything can be kept in one place, so it reduces the risk of missing steps or losing information. It also makes it easier for the team to see what has been completed, what still needs action, and who is responsible for the next step. The biggest upside for us is that it helps create a more consistent and streamlined intake process. It saves time, improves communication, and gives us a clear overview of each person’s progress from enquiry through to registration. Review collected by and hosted on G2.com. What do you dislike about monday CRM? What I dislike about monday CRM is that it can take a bit of time to set up properly so it works the way you need it to. There are a lot of features and options, which is great, but it can also feel a little overwhelming at the start. Some parts of the process can feel a bit clunky, especially when you are trying to customise forms, workflows, or automations to match a specific intake process. It works well once everything is set up, but getting it right can take some trial and error. The other downside is that if the boards are not maintained properly, it can become messy quite quickly. So it does need clear processes and regular updates to make sure the information stays accurate and useful. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? monday CRM is helping us solve the problem of managing our intake process across different steps, forms and follow-ups. Before using it, it could be harder to clearly see where each person was up to and what still needed to be completed. It benefits us by keeping the intake process more organised and easier to track. We can see what stage someone is at, what forms have been completed, what information is missing, and what needs to happen next. This helps reduce the chance of things being missed, improves communication within the team, and makes the overall process more consistent. It also saves time because everything is easier to find and manage in one place, which supports a smoother experience for both staff and the people we are onboarding. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Emmaleigh G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emmaleigh G.") EG Emmaleigh G. Administrative Sales Support Assistant Small-Business (50 or fewer emp.) 7/23/2026 "Fast, User-Friendly monday CRM—But Support and Sales Fell Short" 3.5/5 What do you like best about monday CRM? I like that it is very user-friendly and it has a lot of integrations and automations built into it. It's operates fast and is not prone to glitches like our previous program. It is more affordable than our last system. and the built-in AI has been helpful to create solutions within our system. Onboarding is great. Review collected by and hosted on G2.com. What do you dislike about monday CRM? Our monday CRM support team was not very helpful in getting the administrators onboarded. We felt that we were left to our own devices and were not educated properly on the system. There are several things that Monday failed to deliver for us that we are unhappy about and that is due to the sales team for Monday. We felt like we were sold on false promises. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? It has given us a quoting platform that is more user-friendly and doesn't have glitches. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Quinn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Quinn R.") QR Quinn R. Small-Business (50 or fewer emp.) 8/3/2026 "Efficient CRM with Room for Data Transfer Improvement" 4/5 What do you like best about monday CRM? I enjoy how monday CRM saves me time by handling repetitive tasks like calling clients for follow up, document chasing and Client reengagement. I'm also pleased that it populates the correct message automatically after calls. I find it valuable to see the full spectrum of a job from start to finish, including the stages from inquiry to installation and post-installation care. I appreciate being able to tap into various departments to monitor processes, which helps in dealing with customer care and satisfaction. The ability of monday CRM to adapt, transfer information across divisions, and have automations that save manual time and labor is a real asset. Review collected by and hosted on G2.com. What do you dislike about monday CRM? I find the transfer of data challenging, particularly during the transition from version 3.0 to 4.0. It's frustrating when information doesn't transfer over, and I have to reattach documents and copy notes. This issue takes away the time I've saved in other areas. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? monday CRM saves me time by automating repetitive tasks like client calls and reengagement. I enjoy seeing the full process from inquiry to post-installation and being able to connect with various departments, enhancing customer care and satisfaction. Review collected by and hosted on G2.com. Show More 8/10/2026 Validated ReviewerIncentivizedSource: Seller invite ![Erin L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erin L.") EL Erin L. eLearning Developer Enterprise (\> 1000 emp.) 7/6/2026 "Clean Interface, Easy Sharing, and Dashboards That Keep Me on Track" 5/5 What do you like best about monday CRM? The best thing about monday is that it stores basically anything and everything you need. It's a clean interface. It's easy to share with other coworkers. It keeps me on top of my work with the use of dashboards. Review collected by and hosted on G2.com. What do you dislike about monday CRM? Sometimes monday is a little slow, but that might just be my computer instead of monday. My company only allows so many integrations and I wish it could integrate more with other things I would utilize to streamline my work. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? Keeping in alignment with my coworkers about timelines and workflows. I can see exactly where a project is in the workflow and how I can support other team members with their work. It acts as a hub for us to find important information that we can then share with stakeholders. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Christina H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christina H.") CH Christina H. Founder Small-Business (50 or fewer emp.) 7/27/2026 "A Flexible Command Center for CRM and Operations" 5/5 What do you like best about monday CRM? I like how flexible monday CRM is. We’ve tailored it around our actual workflows—from lead intake and client systems to invoices, events, production, approvals, and revenue—so our small team has one clear, connected view of the business. Review collected by and hosted on G2.com. What do you dislike about monday CRM? The minimum seat requirement is frustrating for solopreneurs. A true one-person plan would make monday CRM more accessible and feel fairer for independent business owners. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? monday CRM solves the problem of fragmented business operations. Instead of managing leads, client intake, products, invoices, event logistics, production tasks, approvals, and revenue work in separate places, we can connect them in one system. That gives us clearer visibility, better handoffs, and a more organized way to move work from inquiry through delivery and payment. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC Verified User in Construction Small-Business (50 or fewer emp.) 8/5/2026 "Simple, Self-Serve UI with Game-Changing Chatbots and Helpful Integrations" 4.5/5 What do you like best about monday CRM? The user interface is especially simple and easy to navigate. The simplicity of the system is logical and also easy to achieve your desired task. The introduction of the chat bots has been game changing. They can create anything you need by simply chatting about it. It performs well consistently. It is a system whereby you can basically teach yourself and requires no onboarding. It also speaks directly to emails and Claude so the integrations are very helpful. Having all our information tracked in one place definitely saves time and money. Review collected by and hosted on G2.com. What do you dislike about monday CRM? nothing stands out about why i wouldn't like monday CRM. More people should use it. Review collected by and hosted on G2.com. What problems is monday CRM solving and how is that benefiting you? it's allowing our teams to collaborate across business units. It allows remote work to occur and still always be updated. It is providing a platform for all client information to be housed and tracked. We are going to roll it out to be used for procurement as well as a hub to track our supplier information. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ## Questions about monday CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about monday CRM ](https://www.g2.com/products/monday-crm/discussions/new) A8 aff2eea9004445fd0888fbb456740065d17853fd 806f1939b2c604db133d0794007b002935a15159 • Last activity 5 months ago Can I use Monday.com to set-up an online application or a questionnaire for my external clients? 1 Upvote 2 [ Join the conversation ](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) ![Bhoomika P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bhoomika P.") BP Bhoomika Pawar • Last activity 8 months ago test - monday 1 Upvote 0 [ Join the conversation ](https://www.g2.com/discussions/test-monday) [ View all Discussions ](https://www.g2.com/products/monday-crm/discuss) ## Pricing Options Pricing provided by monday CRM. ### Basic $12.00 Per Month ### Standard $17.00 Per Month ### Pro $28.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/monday-crm/pricing) monday CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,906) [ Compare Now ](https://www.g2.com/compare/hubspot-sales-hub-vs-monday-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,872) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-monday-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png "Product Avatar Image") Zoho 4.1/5(2,948) [ Compare Now ](https://www.g2.com/compare/zoho-crm-vs-monday-crm) ##### ##### monday CRM Features Platform Customization Workflow Capability User, Role, and Access Management Sales Force Automation Contact & Account Management Partner Relationship Mgmt. 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Marketing Automation Lead Management Customer Support Case Management [ View More Features ](https://www.g2.com/products/monday-crm/features) ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,872) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,906) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Pipedrive](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pipedrive") Pipedrive 4.3/5(3,105) ](https://www.g2.com/products/pipedrive/reviews) [ View All Alternatives ](https://www.g2.com/products/monday-crm/competitors/alternatives) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm)[Email Tracking](https://www.g2.com/categories/email-tracking)[Sales Performance Management](https://www.g2.com/categories/sales-performance-management) ##### Explore More [Which breach and attack simulation vendors provide the best implementation guidance and adoption support so a security team does not buy a platform that sits unused because nobody got trained?](https://www.g2.com/discussions/which-breach-and-attack-simulation-vendors-provide-the-best-implementation-guidance-and-adoption-support-so-a-security-team-does-not-buy-a-platform-that-sits-unused-because-nobody-got-trained%20)[Leading webinar services for startups](https://www.g2.com/discussions/leading-webinar-services-for-startups)[Top SEO tool used by professionals for keyword research](https://www.g2.com/discussions/top-seo-tool-used-by-professionals-for-keyword-research) [Which aviation MRO platforms offer seamless integration between scheduling and mobile technician applications?](https://www.g2.com/discussions/which-aviation-mro-platforms-offer-seamless-integration-between-scheduling-and-mobile-technician-applications)[Which education ERP tools migrate legacy student data without data loss or staff retraining disasters during the transition to a modern platform?](https://www.g2.com/discussions/which-education-erp-tools-migrate-legacy-student-data-without-data-loss-or-staff-retraining-disasters-during-the-transition-to-a-modern-platform)[Pros and Cons Details](https://www.g2.com/products/monday-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)