G2

Adam T.

Operations Director

Small-Business (50 or fewer emp.)

9/17/2026

"Easy setup with clear automation blocks that save time and simplify team training"

4/5

What do you like best about monday CRM?

It’s easy to connect and set up alongside other platforms, including integrating with Make.com. Having the automations broken into clear building blocks has saved me time on script writing, and it also makes it much easier to train other staff to use it, so I don’t have to maintain everything myself all the time.

I also find it helpful that I can connect it to active tasks elsewhere on monday.com from the management side, which keeps everything organized and nicely in one place. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

There are a few areas where I think improvement is needed.

Pricing is the biggest frustration. It’s annoying that, unless you get in touch, there’s no way to buy packages in anything other than intervals of five. So if you add one user who becomes the 11th, you end up paying for four more seats you’ll never use. Because budgets are tight, this has genuinely restricted who I allow to use the platform, since I can’t justify purchasing seats we won’t use.

Performance can also be sluggish on the more central boards, especially the ones with a lot of mirrored columns. It feels like this feature is only really supported in limited bursts, rather than being reliable for general boards that hold centralised information. If the UI can’t stay stable when boards are set up this way, then I think the feature needs a different approach.

Finally, the AI has been more annoying than helpful. I’m never clear on how many credits we have available, or how much each function is costing us. Most of the time, I’ve found I can manually build the automations the AI would create, so I’m not sure why I’d use it when I can do it myself fairly quickly for free. Review collected by and hosted on G2.com.

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

The CRM does a great job of displaying our active jobs clearly. The information is laid out in a way that lets us make split-second decisions, and we can structure the views so they’re customised to how we work. Navigation between the different boards is smooth, which makes it easy to find what we’re looking for. This solves a real issue we had before, where we couldn’t easily see what we needed across different places.

It has also made data analysis and reporting much easier. The dashboard functionality is especially useful, as it can highlight the most important data and export it as a CSV for tracking progress, reviewing stats, and keeping an eye on spend. Dashboards are straightforward to build and connect to the right data, and the UI makes it simple for me to create the kind of feedback and reporting that matters to stakeholders. Review collected by and hosted on G2.com.