G2

Jasper T.

Client Relationship Director

Small-Business (50 or fewer emp.)

10/15/2026

"Unified Sales Cycle and Customer Data in One Place"

5/5

What do you like best about monday CRM?

It has allowed our business to integrate a complete sales cycle and build a contact database that never existed before. We’ve gone from relying on Google Contacts and working out of an inbox to having all of our customer information in one place. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

Not a lot, although as a small business we could really use a bit more expert help with the initial setup, ideally with more step-by-step walkthrough videos. Learning to set everything up from scratch was tricky when we only had YouTube and their support site to rely on. As beginners in CRM creation, we struggled to make sense of all the noise and figure out what to do next. Review collected by and hosted on G2.com.

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

It solves the problem of not knowing what our customers are actively involved in on the projects we’re running, and it gives us a clearer view of the engagement we’ve had with them throughout the sales cycle. Being able to track calls and store key information is essential for us. We also have a way to track our financing and link it to our Xero system, which helps keep everything connected. Review collected by and hosted on G2.com.