G2

Joanne M.

Freelance Business Support Provider

Small-Business (50 or fewer emp.)

9/17/2026

"Monday CRM’s Automation and Flexibility Are Streamlining Our Processes"

4/5

What do you like best about monday CRM?

What I like best about monday CRM is its potential to streamline and automate so many of our business processes in one place. We're currently implementing the system with support from Moveo by Boost, and the flexibility of the platform has really stood out. The automation capabilities, reminders, dashboards and AI-powered features look like they will significantly reduce manual administration, improve visibility across the business and help our team work more efficiently. It feels like a modern, intuitive solution that can bring together sales, customer management and internal processes in a much smarter, quicker and more streamlined way. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

As we're still in the implementation phase, it's difficult to identify any major drawbacks at this stage. If anything, the breadth of functionality and customisation options can feel a little overwhelming initially, and it takes some time to fully understand how to configure the system to get the best value from it. That said, with the support of our implementation partner, Moveo by Boost, we're finding that these complexities are being addressed quickly, and the flexibility appears to be one of the platform's biggest strengths in the long run. 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 address a number of challenges around managing customer information, tracking opportunities and reducing manual administration. Prior to implementation, a lot of key information and follow-up actions were spread across different systems, emails and spreadsheets. What attracted us to monday CRM was its ability to centralise everything in one place while using automations, reminders and AI-powered features to keep processes moving without relying on manual intervention.

Although we're still in the implementation phase with Moveo by Boost, we can already see the potential benefits. The automations will help ensure nothing falls through the cracks, reminders will improve accountability and follow-up, and the AI capabilities look like they will significantly reduce time spent on repetitive tasks. We expect this to create a smoother, quicker and more efficient way of working, giving our team better visibility of customer activity and more time to focus on delivering value to clients rather than managing administration. Review collected by and hosted on G2.com.