Silvia C.
SC
SEO Lead
Small-Business (50 or fewer emp.)
"Powerful Customisation with an Intuitive, Flexible CRM Setup"
5/5
What do you like best about monday CRM?

The customisation is what really stands out for me. As someone technical rather than a CRM specialist, I appreciate that I can build out custom fields, boards, and workflows exactly the way I need them without relying on a dedicated CSM or admin to set things up. The interface is intuitive enough that I could configure it myself and get it working the way I wanted fairly quickly.

Ease of use is the other big one โ€” even with all the customisation options, it doesn't feel bloated or overly complex. It's flexible enough to adapt to how we actually work, rather than forcing us into someone else's idea of how a CRM should be structured. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

My main frustration is with reliability of automations โ€” specifically, I have a rule set up to move tasks from the "Active" list to "Complete" once they're marked done, and it doesn't always trigger. Review collected by and hosted on G2.com.

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