--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1429 reviews by the users' company size, role or industry to find out how monday CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 1429 scale: '5' date_modified: '2026-08-03' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # monday CRM Reviews **Vendor:** monday.com **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,429 ## About monday CRM The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations ## monday CRM Pros & Cons **What users like:** - Users appreciate the **ease of use** of monday CRM, finding it user-friendly and feature-rich for their needs. (190 reviews) - Users value the **efficient integrations** of monday CRM, enhancing productivity with seamless tool connectivity and ease of use. (107 reviews) - Users appreciate the **incredible customizability** of monday CRM, allowing bespoke systems tailored to business needs. (104 reviews) - Users love the **automation features** of monday CRM, enhancing workflow efficiency and reducing manual tasks significantly. (103 reviews) - Users value the **intuitive design** of monday CRM, making it easy to implement and navigate effortlessly. (82 reviews) - Easy Customization (80 reviews) - Users appreciate the **user-friendly features** of monday CRM, enhancing lead management and overall workflow efficiency. (80 reviews) - Efficiency (79 reviews) - Time-saving (74 reviews) - Flexibility (73 reviews) **What users dislike:** - Users find the **missing features** in monday CRM limit functionality, impacting data management and workflow effectiveness. (78 reviews) - Users find the **learning curve steep** for new teammates, making integration and usability challenging initially. (76 reviews) - Users find the **limited features** of monday CRM insufficient compared to dedicated CRM tools, impacting their overall effectiveness. (62 reviews) - Users find the **limited customization** options of Monday CRM can complicate workflows and extend setup times. (54 reviews) - Users find monday CRM to be **expensive** , especially when adding third-party features that increase costs and complexity. (47 reviews) - Users find the **integration issues** problematic, as they require manual setup and can lead to frustrating lags. (45 reviews) - Slow Loading (31 reviews) - Time-Consuming (26 reviews) - Feature Issues (25 reviews) - Not Intuitive (25 reviews) ## monday CRM Reviews ### 1. Simple Yet Flexible CRM That Adapts to Your Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about monday CRM?** What I appreciate most about monday CRM is how it manages to be both simple and flexible at the same time. **What do you dislike about monday CRM?** The advanced CRM features sometimes seem limited or may need additional configuration, especially when compared to more traditional, sales-oriented CRMs. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM addresses the challenges of disorganized sales processes and fragmented customer information by consolidating leads, contacts, deals, and communications into a single, intuitive visual platform. ### 2. Best strategic move in our business to date! **Rating:** 4.5/5.0 stars **Reviewed by:** Karen A. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about monday CRM?** That we can enjoy a fully functional CRM and project management platform all in the one spot... we can cancel at least 2 other subscriptions and don't need to login to more than one platform. **What do you dislike about monday CRM?** Knowing what features are called when building out workflows... can be a little trial and error to find the right combination. Also, the Dashboard displays are not as useful as we'd hoped... we'd like to build a client-friendly dashboard that supports URLS so we can export it and send to clients as a PDF. **What problems is monday CRM solving and how is that benefiting you?** Combining our CRM and project management into the one platform. ### 3. Best CRM and Task Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Rian M. | Founder, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about monday CRM?** I really love how the entire team can complete and collaborate on tasks and build relationships. We use this platform for sales management and do a complete overview every week. Also it's free until you've achieved growth. Theres alot of features and customization. You can also easily integrate 3rd party apps. **What do you dislike about monday CRM?** I don't like how expensive it could get when you scale. Espically when you have a team. **What problems is monday CRM solving and how is that benefiting you?** The problem we were facing is centrilization of our team, we used to use Hubspot but it didn't have a Task management for operations as well. It's just simplified everything from Sales to Operations. ### 4. Underwhelming performance coupled with egregious price increases **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Ease of self-service is the only thing that gets this a 2. When features work as intended, self service is fairly easy. **What do you dislike about monday CRM?** Most core functions of a CRM do not work. Issues with email tracking, emails being sent with improper formatting. But worst of all, the dashboard functionality is completely non-functional. Monday CRM is incapable of dashboarding even the most basic Sales activities. Avoid. **What problems is monday CRM solving and how is that benefiting you?** It's intended to be a simple and easy to customise CRM. When functions work, this is a great tool. Unfortunately, most core functions don't work as intended. ### 5. Streamlined Processes **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie V. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about monday CRM?** Being able to mirror information saved on the CRM in work managment boards has saved our team so much time to not have to duplicate information and also increased our accuracy with client information. **What do you dislike about monday CRM?** No real downsides. Hoping in the future mirrored email columns can be used with the mass email feature. **What problems is monday CRM solving and how is that benefiting you?** Increased accuracy and reduced duplication of client information. We use CRM/Work management for Event management. And this product has made a significant impact in our process and workflow. We now keep all our information in one place and it all works well together. ### 6. Robust Design and Powerful Export/API Features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Relations | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** The product features a robust design, and its excellent export and API capabilities help compensate for its shortcomings. **What do you dislike about monday CRM?** Reporting remains a significant weakness in the core capability. **What problems is monday CRM solving and how is that benefiting you?** The platform offers a customizable pipeline that helps manage leads, opportunities, and contacts effectively. ### 7. Easy to Use with Excellent Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about monday CRM?** The ease of use and the customer support. **What do you dislike about monday CRM?** When I used it for the first time was not intuitive, but with use, it is more common to adapt **What problems is monday CRM solving and how is that benefiting you?** The way to stay attentive to my customers ### 8. Monday CRM is the best platform for small business! **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica B. | HR, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about monday CRM?** The way it allows you to keep it all connected and adaptable **What do you dislike about monday CRM?** I dont have anything that I currently DONT like about it. **What problems is monday CRM solving and how is that benefiting you?** Structure and Disipline, ### 9. One of the better but more expensive PM options **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about monday CRM?** Visually appealing and useful to keep track of diverse tasks across multiple projects. **What do you dislike about monday CRM?** Restrictions of automations, continual micr-transactions add up to use features. **What problems is monday CRM solving and how is that benefiting you?** Ability to track leads and live opportunties so things don't fall through the cracks. ### 10. Easy to Use with Client Management Capabilities **Rating:** 2.0/5.0 stars **Reviewed by:** Nir S. | Engineering Department Manager **Reviewed Date:** September 18, 2025 **What do you like best about monday CRM?** I find the system very easy to use, which simplifies managing clients in the organization effectively. I also like the ability to communicate seamlessly with clients, which enhances overall efficiency. **What do you dislike about monday CRM?** None **What problems is monday CRM solving and how is that benefiting you?** I find the system very easy to use, which simplifies managing clients in the organization effectively. I also like the ability to communicate seamlessly with clients, which enhances overall efficiency. ### 11. Endless Automation Options, But Basic Features Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Maroua M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about monday CRM?** Infinite possibilities to reproduce and automate a process **What do you dislike about monday CRM?** Some difficulties to work with "basic" features like mirror columns on other boards **What problems is monday CRM solving and how is that benefiting you?** I help my customers building powerful processes on Monday CRM to help them gain time and money and this goal is fully covered ### 12. Simple to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Easy to track communications with Clients and allows you to record different ways of communication. I use CRM multiple times a week. It's great that it is connected to Monday Work Management as a company, we use this heavily. **What do you dislike about monday CRM?** I can't think of anything currently. There are probably some features I am not aware of. **What problems is monday CRM solving and how is that benefiting you?** It allows me to record my important communcations with my clients and allows my supervisors to view how often I am communicating with clients and the details. ### 13. Packed with Helpful Features and Great Functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** There are lots of good features and helpful. **What do you dislike about monday CRM?** Very slow. There are a lot of fields and they take forever to load sometimes. **What problems is monday CRM solving and how is that benefiting you?** We used to use Zoho and it's a lot more complex than zoho. ### 14. Great for flexible workflows **Rating:** 3.5/5.0 stars **Reviewed by:** Stephanie M. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2024 **What do you like best about monday CRM?** Our team loves how flexible monday CRM is. We can do a lot on monday that we couldn't do in other software (or would need a lot of custom/dev support to enable). We also love how easily it integrates with monday work management and forms, which we've been using for several years and so building out the CRM was easier. **What do you dislike about monday CRM?** There are some big limitations (and even more for us, since we have to use a HIPAA-compliant version and can't use a lot of 3rd party integrations). We often have a person or company that needs to be kept track of in a lot of areas, and figuring out how to tie all those things together has been a challenge and at times not entirely possible. **What problems is monday CRM solving and how is that benefiting you?** Enabling us to keep track of all our providers and practices as well as the parts of our large and complex onboarding system they're currently involved in ### 15. I love how simple and customizable this CRM is!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Tanner N. | CEO | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Incredibly simple and can be customized to exactly match my processes. **What do you dislike about monday CRM?** Because it's customizable, I sometimes don't know where to start with customizing. **What problems is monday CRM solving and how is that benefiting you?** Tracking our sales process and ensuring that my sales team is able to keep their leads organized. ### 16. CRM Monday Evaluation: 100% recommended! **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel P. | Gerente general, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about monday CRM?** Simplicity, user experience, usability and design. **What do you dislike about monday CRM?** I haven't found any cons. It generally meets all expectations. **What problems is monday CRM solving and how is that benefiting you?** Increase sales through orderly tracking of leads, prospects, and customers. ### 17. So helpful for our charity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about monday CRM?** So easy to use and versatile. We can change filters and progress for our learners which has meant that we can dispense with our old trackers **What do you dislike about monday CRM?** Nothing. It's superb. We keep finding new things that we can do with it **What problems is monday CRM solving and how is that benefiting you?** Heps us keep track of potential recruits and employers and whether they are interested in what we do ### 18. Game Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Candace F. | Owner, Transaction Coordinator & Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** I highly recommend Monday.com! In the past I used spreadsheets, a notebook and my Google calendar to keep up with multiple projects, communicationa nd progress - as my business grew this just became inefficient. I researched a bunch of project management stystems and Monday.com came out on top. The templates are awesome and you can customize everything to fit your exact needs. Having everything in one place has been a game-changer for me! My projects, contacts, CRM, socil media planner, accounting - it's all right there and it's made my life so much easier. I love that I can start with one of their templates and then tweak it to work for me. Plus, I saved a tremendous amount of time creating my own Project Templates so all I have to do is copy one, and all the steps and checklists are already there. Made my day when I discovered you could create checklists inside the Updates - a checklist within a checklist! I no longer have to re-write the same thing over and over again. Time tracking is one feature that I didn't find in other apps and that's crucial for my business. It helped me realize I was undercharging and gave me the data I needed to justify my price increase. I love all the automations and integrations. I can link invoices to projects and plan multiple social media accounts across various platforms. My workflow is much smoother and Monday.com has been a lifesaver! **What do you dislike about monday CRM?** I wouldn't even call it a downside, but there is a learning curve. It takes time to learn the system but that's the case with any new CRM. Time learning was an investment in my business and in myself. Plus, the Knowledge Base is super accessible and makes it easy to find the answer your looking for. On rare occassions when I couldn't figure something out myself, support has had my back and helped me with a solution. **What problems is monday CRM solving and how is that benefiting you?** Project management, sales forcasting, efficiency of having everything in one place. Mass emailing is a great feature too! ### 19. Highly flexible, adaptable, customizable work management & CRM platform **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff B. | Senior Technology Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** I like how customizable & flexible it is to build into addressing any need, business process, or project we have. Unlike some CRMs which are very pre-canned & designed specifically just for new business prosecting, Monday does all of that but can be used to manage customer onboarding, high frequency service requests, internal projects & processes, product backlogs, documentation, & so much more. You can build almost anything you want. There is a lot of automation capability. The email sync is great because it happens automatically between Gmail/Outlook, no need to use a plugin, send emails from Monday to have them saved. **What do you dislike about monday CRM?** I don't like that you can't send a mass email to more than 500 "items" or customers at once. The native email templates are very basic & we have to purchase an integration add-on to build nice looking email templates. The service is OK, not bad, but could be better. Being a smaller business w/ about 50 users, we are mostly stuck w/ getting a different support person when reaching out for support every time, instead of having a dedicated support team unless we pay more. **What problems is monday CRM solving and how is that benefiting you?** Managing & reporting on Leads, automating onboarding process for new customers, partners. Managing high frequency service requests. Project Management. ### 20. The simplest way to have all your customer information and provide better follow-up. **Rating:** 5.0/5.0 stars **Reviewed by:** Antonio S. | Marketing | BDR Lead Generation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about monday CRM?** I love that it's a fully customizable platform and ISuper customizable: No limits! You can tailor the CRM exactly to your needs, from customer management to sales tracking. Visual and user-friendly: Everything is super intuitive. The dashboards look amazing, and you can visualize data however you prefer (charts, tables, timelines). Magical automations: Say goodbye to repetitive tasks. Reminders, automatic updates, and even emails happen on their own! Integrations with EVERYTHING: Connect Gmail, WhatsApp, Slack, Facebook Ads… whatever you need to stay within the platform! Epic dashboards: Get all your sales funnel and performance data in one place, like a superhero command center. don't miss any detail of the sales cycle. Also, it allows me to automate my sales and be more productive. Easy to implement and designed for intensive use, Monday CRM quickly adapts to your processes. For this reason, I use it very frequently. Additionally, it offers exceptional customer support to resolve any questions. **What do you dislike about monday CRM?** Previously, direct integration with WhatsApp was a challenge for Monday CRM, but now it’s possible thanks to new tools and customized APIs. This opens the door to automating messages, follow-ups, and connecting conversations directly within the platform. A solution that takes customer management to the next level! **What problems is monday CRM solving and how is that benefiting you?** Monday CRM solves the problem of disorganization and lack of visibility in customer and sales management. With its centralized system, it allows you to track every opportunity from the first contact to the sale closure. Task automation reduces time spent on repetitive processes, while integrations with tools like WhatsApp enable smoother communication. All of this boosts productivity, helping make faster, data-driven decisions in real time. It's the key to accelerating growth and keeping your team aligned. ### 21. Works wonderfully if you have the right email type **Rating:** 4.0/5.0 stars **Reviewed by:** Jocelyn S. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** The Monday CRM was easy enough to setup and implement acorss various departments of our company. We already use the Monday Workspace daily as and integral part of our workflow so adding on the CRM when it was released was a no brainer. I was able to onboard multiple different departments with different needs fairly easily. Between the forms integration and zapier we are able to get Monday to do mostly everything we needed it too. **What do you dislike about monday CRM?** Monday's CRM isn't quite as robust as other CRM's and to get the full benefit you have to have a Gmail (or Microsoft?) account, which we did not, which made some of the features we were looking for in a CRM not as useful. I'm sure if you have the correct types of emails then the usability would go up a lot. **What problems is monday CRM solving and how is that benefiting you?** Monday's CRM is working best for us as a CRM where we can track what is going on with certain customers. The inidivdual workspaces allow us to keep everything organized. ### 22. My Monday.com Review **Rating:** 4.5/5.0 stars **Reviewed by:** Alexis M. | Agent/Administrative Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** The automations and FAQ section make our agencies life easier every day. We are able to significantly cut down on the time it takes to complete a task or project and if we get stuck or need help, we can use the FAQ section OR the live chat. These have helped make our every day work flow seamless and less stressful all around. **What do you dislike about monday CRM?** There is a learning curve to Monday CRM. However, they provide a range of tools to help you get the exact funtion or response you need. I would say you do have to set time aside to learn about how the system works. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM helps me manage our emails by using the integration feature and automatically uploading specific emails as tasks to ensure nothing is slipping throuhg the cracks. It makes every day in or out of the office easier by keeping track of all tasks in our agency in one place. ### 23. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Charleigh D. | Senior Manager Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** - The quick, helpful and real response from the customer service team - The discount for non-profits - The ability to customize to how we need - Dashboards - **What do you dislike about monday CRM?** - It can be a little slow to load occassionally but this is not too much trouble - When you search something, it should automatially be a global search rather than having to select the fields manually all the time - It would be good to have an easy way to convert sales process in Monday CRM to the project delivery part in Monday - If you could hover your cursor over the comment/updates icon (the speech bubble with # of updates) to see the latest update. Right now, you have to click on it and go to the Updates tab which is not super efficient. - To allow multiple contacts from one company in each Deal - OR - a main contact and an operational contact **What problems is monday CRM solving and how is that benefiting you?** Tracking the very many conversations happening with prospective sponsors Displaying the progress in dashboards to present to other colleagues for their easy understanding A live software that can be edited by multiple users at once - which is possible with excel but not always straightforward ### 24. Simple and easy CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about monday CRM?** It is easy and simple to use. Also tasks looks organized. **What do you dislike about monday CRM?** Sometimes automations runs slow or does not run at all. **What problems is monday CRM solving and how is that benefiting you?** It is easy to organize and delegate tasks. ### 25. Effortless to Use and Boosts Business Efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about monday CRM?** I appreciate how easy and straightforward this software is to use, while at the same time it makes our business operations much more efficient. **What do you dislike about monday CRM?** I can't think of any issues, as any problems that do arise are resolved very quickly. **What problems is monday CRM solving and how is that benefiting you?** This tool is extremely useful for keeping the whole team updated, which makes it easier for us to prioritize when customers reach out with questions. ### 26. Best Sales CRM for Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Rian M. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2025 **What do you like best about monday CRM?** I really love the customization and Ui design. Our team used Monday.com to build our client relationships with other busineses. The email tracking was very usefu and gave us better input for our email campaigns. There were alot of integrations as well that allowed us to create better workflows, for example slack. **What do you dislike about monday CRM?** It's definitely a fast learning curve, however once you've figured it out. it's uphill. **What problems is monday CRM solving and how is that benefiting you?** It definitely allowed us to experiment with creating different approaching to communicating with customers, and also understand what works and what doesn't. ### 27. monday workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2025 **What do you like best about monday CRM?** It's easy to use, making communication simple and helping me stay updated on important topics. **What do you dislike about monday CRM?** I don't use it as frequently as I should to keep everyone updated about new workflows. **What problems is monday CRM solving and how is that benefiting you?** Communication within the team, especially with remote employees, is important. ### 28. Easy Navigation and Great Integrations, But Pricey for Add-Ons **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about monday CRM?** I appreciate the easy navigation and the integrations it offers. **What do you dislike about monday CRM?** The pricing is a high for apps to enhance your experience **What problems is monday CRM solving and how is that benefiting you?** The CRM management and mass emailing , Also keeping track of items easily ### 29. Powerful functionality that continually keeps improving **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about monday CRM?** better ad-hoc and centralized controls for campaign emailing, easy to use no-code automations and workflow design. Regularly used and adopted by several departments for related work. Quick turnaround from customer support. **What do you dislike about monday CRM?** some hiccups on legacy setup of campaigns before the CRM settings section was deployed. novices to CRM functionality made need extra time to consider how they want to do their work within a CRM solution and against monday's proactive design approach. **What problems is monday CRM solving and how is that benefiting you?** mass email support, tracking respondents, lead tracking that was done indirectly prior to using monday CRM. Now most of this is automated and reproducible based on whatever campaigns and recurring events that need tracking and duplication. ### 30. Good C **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke M. | Service Desk Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about monday CRM?** what I love most about Monday CRM is how it just makes my life easier. Managing clients, tracking leads, and staying on top of tasks used to be a juggling act, but now it’s all in one place. I can tweak it to fit how I actually work, automate boring stuff, and see everything at a glance without feeling overwhelmed. **What do you dislike about monday CRM?** Not very cheap, especially when you start adding extras. **What problems is monday CRM solving and how is that benefiting you?** Dont have to look through emails to find history ### 31. Outstanding Experience from Start to Finish **Rating:** 5.0/5.0 stars **Reviewed by:** Guillermo Manuel R. | CRM specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about monday CRM?** The automations you can create with each of the boards. **What do you dislike about monday CRM?** Problems with the app and loading time **What problems is monday CRM solving and how is that benefiting you?** Effective communication with the client ### 32. Solutions Engineer **Rating:** 4.0/5.0 stars **Reviewed by:** Bruna A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about monday CRM?** The interface is great, the dashboards are easy to set up **What do you dislike about monday CRM?** Lacks features like marketing, and more native integrations **What problems is monday CRM solving and how is that benefiting you?** Better email tracking and notes all at one place + tracking team's performance ### 33. A+ product; massive for growing my small business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Tobacco | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** Ease of use and collaboration. Great for organization. **What do you dislike about monday CRM?** Still some work to do with their email marketing features. **What problems is monday CRM solving and how is that benefiting you?** Organization of sales, prospects, and order fufilment. ### 34. User-Friendly and Trendy, Though Some Workflows Need Clarity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about monday CRM?** The system is user-friendly and easy to adapt to various situations. It also stays current with the latest trends. **What do you dislike about monday CRM?** At times, it can be a bit challenging to grasp certain Workflows. **What problems is monday CRM solving and how is that benefiting you?** This tool makes it much easier to keep track of leads and deals, and it supports collaboration across multiple teams. The visual data is clear, which helps a lot when reviewing progress. It's also essential for generating reports. ### 35. All-in-One Solution, But Challenging to Implement **Rating:** 2.5/5.0 stars **Reviewed by:** Laura J. | Nonprofit Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about monday CRM?** it minimizes the different applications we use and enables us to keep everything under one umbrella **What do you dislike about monday CRM?** difficult to implement or to adapt to our own use cases **What problems is monday CRM solving and how is that benefiting you?** not sure! ### 36. Improved Workflow and Project Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about monday CRM?** Monday.com is a great platform to track all elements of our projects and sales leads. I love how each user can personalise their own view and the different colours available to make it fun and inviting to use. I wouldn't be without our Monday.com boards now, it really has improved the operational and sales side of the business. I am very grateful for the team that have put together a wide array of training material which helps me overcome any hurdles I face making it a user friendly platform that anyone can use. **What do you dislike about monday CRM?** Nothing. If I don't know how to do something, there is a personalised help button and plenty of training material to help you become an expert and fix any issues you may have. **What problems is monday CRM solving and how is that benefiting you?** Keeping track of sales leads - has someone followed them up and how far through the process did they get. Project management - love the sub items feature! Here I list all the elements of a project with milestones as columns to make sure nothing is missed and anyone within the team can see exactly where I am up to with any project at any given time. ### 37. I want to love it **Rating:** 3.0/5.0 stars **Reviewed by:** Robert B. | Director of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** User interface and visually how it works is great. Customizability **What do you dislike about monday CRM?** Certain functions that should be set up by default in a CRM either have to be custom built OR some of them just can't be done at all. The worst example of this is Calendar Events. I should be able to have monday.com see that I have an event on my calendar with "John Smith", associate it based on the email because he is on the invite, and then add it as an activity on his contact card, etc. But it doesn't work. It pulls the calendar event in, Shows it as a separate item, but won't associate it with the contact. I feel like if they fix that and a few similar things, they could have a great CRM. **What problems is monday CRM solving and how is that benefiting you?** It checks the basic boxes but falls short on certain key features. ### 38. ERP and CRM of my company. (A big advancement within a few days) **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur S. | Diretor técnico, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2024 **What do you like best about monday CRM?** I am a big fan of systems that make life easier and don't get in the way... I discovered Monday in 2023 when we were having many problems with our data and process organization. Since then, when I implemented and developed all the boards, the company elevated its level in an extraordinary way. Nowadays, Monday is part of our daily routine, fulfilling essential functions for our operation. Regarding customer support, I never had problems, and they are always available to solve any question or issue. The integration with other software is also something incredible and very easy to do. **What do you dislike about monday CRM?** Some disadvantages of CRM are that some tools take a long time to arrive on the platform, an example is the sales funnel which took a considerable amount of time to be implemented, and there are still some bugs. **What problems is monday CRM solving and how is that benefiting you?** Organization of the commercial sector ### 39. Powerful for Saas Businesses and less so for Manufacturers **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about monday CRM?** User-friendly and simple to set-up. Basic functionality is achievable to tracking tasks and items through both the CRM and Work Management tools. Charts and data review tools are presented clearly but with some limitations. Integration with Outlook is available and allows for email recording within monday.com. This is a daily tool used by our sales team. **What do you dislike about monday CRM?** Limited functionality on charts, formulas, database-like tools (referencing other boards, etc.). Forced requirement to purchase or use 3rd party apps to bolster monday.com's limitations. The boards slow down after using them for a year and a half (even with archiving). Issues with mobile app on some users' devices. **What problems is monday CRM solving and how is that benefiting you?** Managing sales funnel and tracking leads. ### 40. Wonderful CRM with easy to use functionalities **Rating:** 5.0/5.0 stars **Reviewed by:** Aravindan S. | Digital Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about monday CRM?** Firstly setting up monday CRM has been a very smooth experience. It wasnt much difficult to import current data from excel into monday crm and setting up all the automations and Integrations have been extremely simple. Once the data had been imported, integrating outlook for sending and receiving emails was a cake walk. We can easily track all conversations in one single interface. **What do you dislike about monday CRM?** We use a feature of sending mass emails that is only on the pro plan and thats expensive compared to other CRMs. **What problems is monday CRM solving and how is that benefiting you?** We are able to have all the leads coming from multiple marketing efforts in one place. So its easirt to look at the lead status of each contact and prioritize only those leads that have shown good interest in our solution. Its like a one shop to sell and grow the SaaS solution. ### 41. Intuitive Tool That Makes Work Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2025 **What do you like best about monday CRM?** The intuitive approach to using the tool **What do you dislike about monday CRM?** A bit complicated sometimes as there can be a lot of tabs or projects at the same time **What problems is monday CRM solving and how is that benefiting you?** It is helping us achieve project tracking and management with saving time and complexities. ### 42. A great CRM to manage your comercial process **Rating:** 5.0/5.0 stars **Reviewed by:** Maysa R. | Customer Success Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about monday CRM?** The hability to have everything integrated to monday work management.Very powerful for creating automated workflows without code. Integrates well with Slack. **What do you dislike about monday CRM?** The feature SSO and Audit Logs only on Enterprise plan. **What problems is monday CRM solving and how is that benefiting you?** I use monday CRM to manage both customer success processes and professional service projects in one place. It helps me centralize workflows, track every stage of the client journey, and automate key tasks—improving delivery, communication, and client satisfaction. ### 43. Best CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan U. | Owner/partner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** The automations and integrations. It’s super easy to navigate through. The tutorials videos simplify everything too. **What do you dislike about monday CRM?** No complaints at the moment and I’ve had the CRM for about a year and a half. **What problems is monday CRM solving and how is that benefiting you?** It helps me stay on track with the task I need to do. It also helps my partners stay in the loop with what we have going on. ### 44. Monday.com - Most fun CRM EVER **Rating:** 5.0/5.0 stars **Reviewed by:** Farhan Q. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2024 **What do you like best about monday CRM?** It has a super clean interface, very intuitive and easy to use. Very easy to integrate with zapier. Has quite a few features that became super helpful to my organization. Their customer support is really great, they helped me setup the integrations and showed me features. **What do you dislike about monday CRM?** Nothing, so far I have had zero complaints. **What problems is monday CRM solving and how is that benefiting you?** Keeping me organized with my Deals, Customer support tickets, etc. ### 45. Would recommend to others **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Relations | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** The easy and very friendly features which create a very seamless work process. Customer support is number one. **What do you dislike about monday CRM?** I dont have any complaint at this point. **What problems is monday CRM solving and how is that benefiting you?** They show my tasks that are done, and which ones are still not complete which is very important to us. Being that we can customize phases helps the process be much smoother ### 46. The best CRM System **Rating:** 5.0/5.0 stars **Reviewed by:** Elisabeth K. | Head of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2025 **What do you like best about monday CRM?** Monday.com is an extremely user-friendly CRM system that stands out with its customizability and intuitive interface. I love how it allows me (as non-IT) to tailor workflows to fit our unique business needs without requiring advanced technical skills. The automation features save time by reducing repetitive tasks, like sending follow-ups or updating statuses. Easy integration with tools like Gmail, Slack, and HubSpot is really great. **What do you dislike about monday CRM?** Occasionally the resolving of problems could be a lot faster however generally the customer support is decent. **What problems is monday CRM solving and how is that benefiting you?** It solves problems like disorganized lead tracking, inefficient workflows, and poor team collaboration. It centralizes customer data, automates repetitive tasks, and also provides clear pipline visibility. It benefits me every day with lead coordination and overview of my sales pipeline. ### 47. Monday CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Brooke O. | Dog Sitter/Walker, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about monday CRM?** I like that monday CRM offers a lot of capabilities. I use it on a daily basis at work. As a Business Development Manager, I need to track the details of all my interactions for thousands of clients, and follow where they are on the sales journey, which monday CRM allows me to do. I like that I can mirror information from other boards, and recently, I have been using the new email sequencing feature, which has helped a lot with automated emails for follow ups. **What do you dislike about monday CRM?** The main downside for me is that I find that my monday CRM lags a lot, which can slow me down in my work. **What problems is monday CRM solving and how is that benefiting you?** It is allowing me to track all of my interactions and detailed information, and helping me sequence my follow ups. ### 48. Good platform for basic lead tracking and CRM functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about monday CRM?** Ease of use for everyone in the company. Don’t need to have extensive training to be competent to use it. **What do you dislike about monday CRM?** Limited functionality in terms of data transfer, data analysis, and visuals. **What problems is monday CRM solving and how is that benefiting you?** Tracking our leads that we reach out to and serving as a repository for information on projects in our pipeline. All in an organized manner. ### 49. The best CRM on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Connor S. | Senior Finace Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2024 **What do you like best about monday CRM?** I love the adaptability of Monday. It is so versatile and is used in every aspect of our business, we use it everyday and have the ability to automate anything we can think of. It is our favourite tool and saves us all so much time each and every day. **What do you dislike about monday CRM?** Customer support sometimes can't help with issues and will put in a ticket that can take a while for them just to say the feature isn't available but they are looking to implement it in the future. **What problems is monday CRM solving and how is that benefiting you?** We have the issue of onboarding multiple clients and keeping their information in one spot that is easily accessible. Monday's sequences allow us to seamlessly onboard new clients and employees and the automations available mean that my workload is cut in half. ### 50. Monday CRM is great for sales centralization, we made it workout for our company! **Rating:** 4.5/5.0 stars **Reviewed by:** MD Rakibul H. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2024 **What do you like best about monday CRM?** I like how I can easily centralize sales pipeline effectively using API and numerous native integrations with popular software applications like Outlook, Gmail, Excel, etc. I like how easily I can store and manage each lead with Monday CRM. The best thing started happening after I've been using Monday CRM to keep data organized. Now I also can collaborate with my team members seamlessly with this software. **What do you dislike about monday CRM?** Monday CRM is providing overwhelming integration and automation. It has inconsistent platform updates which can be really frustrating. I don't like this unnecessary updates rather Monday CRM can really focus on improving productivity. **What problems is monday CRM solving and how is that benefiting you?** Monday CRM is helping my project team to solve problems related to contact management, lead assignment, task management, document data handling, reporting analytics, etc in a mannerful way. It helps to optimize the outcome of each sales. It also helps easily access the contact details when we're in need. So I can say that Monday CRM is good at solving tasks and management related problems. ## monday CRM Discussions - [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) - 2 comments, 1 upvote - [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) - 1 comment - [View monday CRM pricing details and edition comparison](https://www.g2.com/products/monday-crm/reviews?page=92§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+12%3A59%3A12+-0500&secure%5Bsession_id%5D=ac59d2ff-f002-49e2-a3bc-3d2c74ea4907&secure%5Btoken%5D=377337f2619eebcbea364cb94729797092ce62f485ec6ecf68265615043e1e7c&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [Abtrac](https://www.g2.com/products/abtrac/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Aircall](https://www.g2.com/products/aircall/reviews) - [Amazon AWS Platform](https://www.g2.com/products/amazon-aws-platform/reviews) - [Apple Mail](https://www.g2.com/products/apple-mail/reviews) - [Azure Active Directory Domain Services](https://www.g2.com/products/azure-active-directory-domain-services/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Claude Code](https://www.g2.com/products/anthropic-claude-code/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [Cursor](https://www.g2.com/products/cursor/reviews) - [DocuGen](https://www.g2.com/products/docugen/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [D-Tools](https://www.g2.com/products/d-tools/reviews) - [Facebook for Business](https://www.g2.com/products/facebook-for-business/reviews) - [Firebase](https://www.g2.com/products/firebase/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Sheets for Confluence - Workspace Connector](https://www.g2.com/products/google-sheets-for-confluence-workspace-connector/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Hootsuite](https://www.g2.com/products/hootsuite/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Juma](https://www.g2.com/products/juma/reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Entra ID](https://www.g2.com/products/microsoft-entra-id/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Miro](https://www.g2.com/products/miro/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [n8n](https://www.g2.com/products/n8n/reviews) - [Neo](https://www.g2.com/products/neo-2023-07-18/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [Omni Analytics](https://www.g2.com/products/omni-analytics-inc-omni-analytics/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [Salesforce Backup & Recover](https://www.g2.com/products/salesforce-backup-recover/reviews) - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Similarweb](https://www.g2.com/products/similarweb/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [SlackNotify](https://www.g2.com/products/slacknotify/reviews) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Unleashed](https://www.g2.com/products/unleashed/reviews) - [Vanta](https://www.g2.com/products/vanta/reviews) - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/reviews) - [Webex Suite](https://www.g2.com/products/cisco-webex-suite/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) - [Yahoo! Mail](https://www.g2.com/products/yahoo-mail/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## monday CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Analytics** - Open Rates - Link Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Generative AI** - AI Text Generation **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Administrative** - Integration - Employee Structure - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top monday CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,679 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,289 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)