monday CRM Reviews & Product Details

I really like monday CRM's flexibility and its integrations with other platforms. It's quite simple to use compared to other CRMs, which I often find complex. The user interface of monday CRM is fairly simplistic and easy to navigate. I also appreciate how it keeps all the information in one place, which helps us not lose leads and track live deals. The ability to integrate with tools like Xero and Mailchimp is a big plus, as it keeps information fluid between platforms and reduces the need for double data entry, keeping our tech stack clean. The initial setup was quite easy, giving us a chance to clean our data first, making the transition simple and smooth. Review collected by and hosted on G2.com.

Calendar integration Review collected by and hosted on G2.com.

I find monday CRM very user-friendly and quite malleable. It's great because we can put in any metrics we want to track or information points. If we suddenly need to have a second sign-off, we can easily add another column. The audit trail is also great because it shows what's been deleted or added and who did what and when, which is very useful. Review collected by and hosted on G2.com.

Sometimes when creating a new table, it takes the same columns as the table above. It's a bit tricky. So I have to create a new page. I don't remember the terminology. But, yeah, that's a bit tricky sometimes, but it's not a big deal. Review collected by and hosted on G2.com.

I really like how organized I can be with monday CRM depending on the sheets. We use it to upload our projects or invoices and keep everything in order. I think it's amazing how you can create calculations with the codes, and the new AI is also pretty impressive, helping to organize better and offering ideas. I appreciate that you can create different sections and keep as much information as you need, while maintaining it all ordered. Review collected by and hosted on G2.com.

I think the design of monday CRM could definitely be improved. It would also be great to have an application, sort of like a software, instead of only accessing it through a browser. Review collected by and hosted on G2.com.

I like how monday CRM keeps me organized and helps me track each client’s progress and where we are in the process. I can categorize and customize it for my work, see where leads come from, and look at different breakdowns. I also like that my boss and I can share the pipeline and see what I’m working on. The pipeline lets me see where others are on their revenue goals, which can make it feel competitive while we still cheer each other on. The setup process was very easy and smooth, and we’ve been enjoying the switch. Review collected by and hosted on G2.com.

I have had a little issues with adding prospect to my pipeline something Review collected by and hosted on G2.com.

I really like that monday CRM offers a compact yet complete view and is pretty intuitive, making it quite easy to use without any complications. I love how everything can be stored in one single place, like notes, prices, and dates, which solves the problem of needing multiple websites or tools. The notes feature is the most important for me as it acts as a hub, allowing me to review notes and keep track of where we left off with leads and important sales points. Review collected by and hosted on G2.com.

One of the things that I think could be improved is integration with other interfaces. Specifically, it would be great if we could link any call-in service, like Dialpad, to monday CRM, so that when we click, it can make a call while keeping transcriptions and so on. Review collected by and hosted on G2.com.

The email traceability and email tools are solid. I also like the visual way it lets me block and sort contacts, which makes managing them much easier. Review collected by and hosted on G2.com.

So much of Monday always seems to do about 90% of what you want, but it never feels like a fully fleshed-out solution. Formulas can’t reference other formula cells, and automations are so limited and restrictive. I’ll have lots of ideas for the best way to automate a workflow, only to find the features aren’t available—and, very often, the features that do exist can’t even reference certain column types (for example: “your if condition cannot reference a date cell”).

In practice, automations have only actually been useful about 1/10 of the time, and mainly for especially simple workflows. Email tracking is great, but you can’t CC/BCC, and emails can only be sent to a maximum of 40 people per campaign. Overall, Monday.com CRM has introduced a lot of frustration into our work. It feels like a Google Sheet made to look pretty, except it’s lost the core functions of Google Sheets. Review collected by and hosted on G2.com.

The visual views make it very intuitive. The whole team adopted it quickly, even people who aren't very technical. Automations save us a lot of time: status changes notify the right person automatically, so handoffs between team members don't fall through the cracks. Review collected by and hosted on G2.com.

Some features are limited by plan. Automations and integrations have monthly action caps, so as our workflow grows we have to be careful about how many we set up or consider upgrading. The pricing, sold in seat bundles, can also feel expensive for a small team. Review collected by and hosted on G2.com.

It’s easy to use, highly customisable and can automate a lot of the boring admin. I particularly like that you can build it around your own workflow instead of being stuck with a rigid CRM structure. Review collected by and hosted on G2.com.

Some of the more advanced features can take a bit of time to figure out, and the number of options can sometimes make things feel more complicated than they need to be. I also find that some fairly basic functions aren't available in the way you would expect, meaning you sometimes have to find workarounds or use additional tools to achieve something that should be relatively straightforward. It would also be nice to have more flexibility with certain automations and integrations. Review collected by and hosted on G2.com.

I really like the simplicity of use and configuration of monday CRM. I also appreciate the fact that it allows me to keep track of any information and communication related to customers without losing important details. Additionally, the forms for collecting information, the dashboard for data analysis, and the automations are features I frequently use and find very useful. Compared to the CRM we used before within the SAP B1 ERP, monday CRM is more efficient, automatable, and practical. The initial setup was very simple, which was a great advantage. Review collected by and hosted on G2.com.

I believe the AI implementation needs to be reviewed. Additionally, the fact that credits must be purchased separately (and are not included in the license cost) requires the product to be highly efficient, but after some testing, I consider that the cost does not justify the service. Review collected by and hosted on G2.com.

Relatively simple to use, nice UI, decent API Review collected by and hosted on G2.com.

sometimes basic UI functionality while using their product is missing and seems like something that could be solved in a day, by a single person. Review collected by and hosted on G2.com.