G2

Kym M.

Administrator

Small-Business (50 or fewer emp.)

10/16/2026

"Responsive CRM with Custom Dashboards, Fair Pricing, and a Strong Knowledge Base"

5/5

What do you like best about monday CRM?

We really like the way you can create your own dashboards and assign yourself to certain tasks like making calls, creating calendar events, and even emailing right from the CRM. We have integrated it with some of our clients' organizations so they can use it for fundraising by grouping people to reach out to. We have had no issues with monday CRM performance; it is very responsive no matter what you are working on. Pricing for Monday is fair and straightforward, especially the way they lay it out for the AI intelligence features. Depending on the plan you choose, you are able to buy or allowed credits to use the AI features. We also like that they have a very vast support knowledge base; we have yet to have to reach out to a customer service rep as questions we have had are able to be found in the knowledge base. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

We have not found any downsides to monday CRM but there is a learning curve since it has so many features but they are easily navigated. Review collected by and hosted on G2.com.

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

monday CRM has helped a lot of our organizations. They’re now able to isolate donors they want to reach out to. Before, they were digging through report spreadsheets; now everything is in one place with a simple, easy-to-use view. They can group donors and reach out directly from monday CRM using the email feature, which helps them stay on top of lapsing donors. They can also set up trend views to keep an eye on what’s changing over time. Review collected by and hosted on G2.com.