G2

Lawrence M.

Software Support Consultant

Small-Business (50 or fewer emp.)

10/2/2026

"Paperless Made Painless"

4.5/5

What do you like best about monday CRM?

The interface layout and customisability are top-notch. Being able to drag and drop different layouts for different boards and tailor them for specific purposes, whilst configuring templates for regular data entry, it all makes using the platform simple and seamless.

I'm also a fan of how the software links in to Teams meetings, using AI to record and summarise the discussion points, then being able to delegate which team members have access to that information. It makes keeping track of what has happened, when, with whom and what about a breeze.

I've not been personally involved with the Monday support team, but my colleagues have stated they're very fast and reliable, which is incredibly reassuring as customer support is an oft-underlooked part of a business that we take a great deal of pride in. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Occasionally the speed at which pages load can be slow, but this is a consistent issue across many CRM platforms due to the sheer amount of data they need to index and manage. I'd love to see this improved so it can keep up with my blistering work pace! Review collected by and hosted on G2.com.

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

Our business involves making paper processes digital and a modern CRM platform that can handle a diverse set of quite specific requirements, including integrations with our other software platforms – Outlook, Claude, Freshdesk and our own bespoke systems – which makes seamless operation essential.

Simple is all we're about, and having sampled all the alternatives out there, the process here is the most streamlined and at a highly competitive price. Being able to access the majority of features without being bombarded with internal advertisements is also a huge plus. Focusing on the work is important, distractions can be hugely detrimental so it's great to see there are none. Review collected by and hosted on G2.com.