G2

joni l.

administrator

Mid-Market (51-1000 emp.)

10/21/2026

"Easy-to-Use CRM That Improves Team Collaboration"

5/5

What do you like best about monday CRM?

I like how user-friendly and intuitive monday CRM is. The platform makes it easy to organise tasks, manage customer information, and keep track of activities in one place. The customisable workflows and visual dashboards help improve visibility and make it easier for the team to stay organised and aligned.

Some features may take time to understand and set up, especially when customising workflows to suit specific business needs. It would be helpful to have more guidance for new users to make the onboarding process even smoother.

monday CRM helps streamline workflows, improve team collaboration, and keep important customer information organised. Having everything in one place reduces the need to switch between different tools and makes it easier to monitor progress, manage priorities, and ensure everyone is on the same page.

Overall, monday CRM is a flexible and practical solution for teams looking to improve organisation, visibility, and collaboration. I would recommend it to businesses that want a customisable CRM platform that can adapt to their workflows and support more efficient day-to-day operations. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

One thing I dislike about monday CRM is that some features can take time to set up and customise to suit specific business needs. The automation and reporting capabilities could also be more flexible, and some advanced features may require additional paid plans. Overall, it is a useful platform, but there is room for improvement in flexibility and ease of configuration. Review collected by and hosted on G2.com.

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

monday CRM helps organise customer information, track tasks and manage workflows in one centralised place. It improves visibility across projects, makes it easier to follow up on tasks and deadlines, and helps the team stay organised and collaborate more efficiently. This saves time, reduces the risk of missing important follow-ups, and makes day-to-day work easier to manage. Review collected by and hosted on G2.com.