G2

TR

Tamara R.

IT assistant

Small-Business (50 or fewer emp.)

5/19/2026

"AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration"

4.5/5

What do you like best about monday CRM?

I find it very useful because of its AI-powered features, which make creating forms, workflows, and automations smooth. It’s easy to collaborate with team members, keep information organised, and manage tasks in one place. The platform is multifunctional and flexible, making it suitable for a wide range of business and project management needs. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

One thing I dislike is that the layout and setup can take some time to get used to at first, and editing the forms can feel a bit finicky at times. However, once you become familiar with the platform, it becomes much easier to navigate and use effectively. Review collected by and hosted on G2.com.

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

One problem it has helped solve is creating quotes for exhibitors who would like to work with us, as well as improving our automation processes. We previously had issues with how we were going to use forms externally, but Monday CRM has helped a great deal by making external forms and data collection much more manageable. Review collected by and hosted on G2.com.