G2

Jesús T.

Presales

Mid-Market (51-1000 emp.)

11/5/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

"monday CRM: flexible, visual, and fast for adapting pipelines and making effective demos"

4/5

What do you like best about monday CRM?

What I like most about monday CRM is that it maintains the visual and flexible nature of monday Work Management, but with a structure clearly oriented towards sales. From my work in pre-sales, this helps me adapt the pipeline to each team's selling style and clearly show what stage each opportunity is at, who manages it, and what the next step is.

I also appreciate that it can connect with email, WhatsApp, or an ERP, depending on what the client needs. And the AI part is what excites me the most, with Vibe you can create an app for a specific commercial flow, and with agents, you can automate parts of the work, like preparing a summary before a meeting or supporting the follow-up of an opportunity.

In the scenarios I've evaluated, it seems to offer a good balance between price and flexibility compared to some competitors, plus, the interface is clean and enjoyable to showcase in a demo.

When I prepare demos, I can smoothly transition from the pipeline to the details of an opportunity and back to the general view. To present the CRM to a new team, I find it effective to start with a simple walkthrough, create a lead, convert it into an opportunity, and show how to follow up, so the team first understands the commercial flow before diving into automations or integrations.

In the demos I prepare, the pipeline loads quickly and responds well when applying filters by stage or responsible party, allowing me to locate an opportunity and open its details without interrupting the conversation. Review collected by and hosted on G2.com.

What do you dislike about monday CRM?

What I would improve are the default reports. They are quite good for seeing how a pipeline is doing, but when I want to combine opportunities from several teams into a single dashboard, I have to spend more time organizing the boards and setting the filters correctly.

I would like there to be more report templates and a startup guide with an example of several pipelines. Something that teaches you which fields are best kept the same from the start and how to bring them to the same dashboard, because if you decide that only when you're asked for the report, you have to go back and rearrange what you've already set up. Review collected by and hosted on G2.com.

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

One of the problems I see most in pre-sales is that the team keeps opportunities in Excel, conversations in email or WhatsApp, and pending tasks elsewhere, so in a commercial meeting, part of the time ends up being used to ask what happened with each thing.

With monday CRM, I can show in a single pipeline which opportunities are still open, who is handling them, and what the next step is. In demos, I find it useful to quickly filter by stage or responsible party and open the details when someone asks about a particular case. Depending on the client, I can also propose integration with email, WhatsApp, or the ERP to avoid the team having to enter the same information twice.

To teach them how to use it, I find it effective to start with the journey of a lead until it becomes an opportunity, so the team understands how they would use it in their daily work. Once that flow is clear, I can show where AI really adds value, for example, with an agent that prepares a summary before a meeting, or with a Vibe app for a part of the process that the team wants to manage in their own way.

This helps me ground the conversation with the client because I can show them what manual work can be eliminated and what follow-up can be improved, making it easier to evaluate if the price makes sense for what they need. Review collected by and hosted on G2.com.