--- title: monday CRM Reviews meta_title: 'monday CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1311 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: 4.6 review_count: 1311 scale: '5' date_modified: '2026-07-15' 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:** 4.6/5.0 **Total Reviews:** 1,311 ## 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 commend the **ease of use** of monday CRM, appreciating its user-friendly interface and helpful features. (190 reviews) - Users appreciate the **efficient integrations** of monday CRM, enhancing workflow and simplifying tool connections seamlessly. (107 reviews) - Users appreciate the **incredible customizability** of monday CRM, enabling tailored solutions for diverse business needs. (104 reviews) - Users appreciate the **automation features** of monday CRM, enhancing efficiency and streamlining workflow for teams. (103 reviews) - Users praise the **intuitive design** of monday CRM, finding it easy to navigate and implement for their needs. (82 reviews) - Users appreciate the **user-friendly features** of monday CRM, enhancing lead management and overall workflow efficiency. (80 reviews) - Efficiency (79 reviews) - Easy Customization (75 reviews) - Time-saving (74 reviews) - Flexibility (73 reviews) **What users dislike:** - Users find the **missing features** in monday CRM, particularly regarding formulas and automations, quite limiting for their workflows. (78 reviews) - New users struggle with the **learning curve** for integrating boards effectively, making initial usage challenging. (76 reviews) - Users find **limited features** in monday CRM compared to more robust platforms, affecting reporting and pipeline customization. (62 reviews) - Users find **limited customization** in monday CRM, especially in reporting and complex pipeline configurations. (53 reviews) - Users find the **pricing to be expensive** , especially challenging for smaller businesses with limited budgets. (45 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. Flexible Boards + GraphQL API: Turned monday into a Powerful Data Source **Rating:** 4.0/5.0 stars **Reviewed by:** Eduard V. | Head of Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2026 **What do you like best about monday CRM?** The flexibility of the board structure combined with the API access. I've been able to pull data out via GraphQL and sync it to Google Sheets across multiple boards, which let me build custom reporting and automations that fit our exact workflow rather than forcing us into a rigid template. The ability to structure boards per provider/deal and then query it all programmatically has been the biggest win for me — it turns monday from just a tracking tool into a data source I can build on top of. **What do you dislike about monday CRM?** The API has some frustrating limits — pagination on GraphQL queries gets tedious when you're pulling larger datasets, and rate limits can slow down syncs. Some of the more advanced automations and integrations sit behind higher pricing tiers, so getting full value means paying up. And occasionally the flexibility works against you: with so many ways to structure boards, keeping things consistent across a team takes discipline that the tool doesn't really enforce on its own. **What problems is monday CRM solving and how is that benefiting you?** Before, our provider and partnership data lived in scattered spreadsheets and threads, so tracking the state of each deal and negotiation meant a lot of manual chasing and copy-pasting. With monday we centralized all of that into structured boards — one clear source of truth for every provider relationship, contract status, and action item. The UI made onboarding the team straightforward: the visual board layout is intuitive enough that people picked it up with minimal training. The biggest benefit came from the integrations. We were spending hours each week manually compiling reports; now we pull data out via GraphQL across multiple boards and sync it automatically into Google Sheets, which feeds our reporting and downstream tools. That turned a recurring multi-hour manual task into something that runs on its own, and removed the human errors from copy-pasting between systems. Performance holds up well even across several large boards, though very large GraphQL pulls need pagination to stay smooth. On ROI, the time saved on admin and reporting has clearly justified the cost, even if some of the more advanced automations sit behind higher tiers. Support and onboarding resources (docs, templates, the API reference) were solid enough to get us self-sufficient quickly. The AI features are a newer addition — we've only lightly explored them so far, but they show promise for summarizing and automating updates. The net result: less time on admin, more reliable data for decision-making, and a shared view that keeps a distributed team aligned without constant status-check messages. ### 2. A Highly Customizable CRM That Keeps Teams Seamlessly Connected **Rating:** 4.5/5.0 stars **Reviewed by:** Erick P. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** The best part about Monday CRM is how user-friendly and customizable it is. It allows for seamless cross-departmental collaboration, organized follow-ups on support tickets (we use a board as a ticketing platform), and tailored boards for our specific workflows. Plus, the ability to create custom integrations is absolutely key for us to keep scaling the platform as we grow. **What do you dislike about monday CRM?** The main drawbacks for me are the search performance and the AI capabilities. Even using a powerful laptop, the search function can be quite slow to open and delayed in displaying results. Additionally, the AI tool isn't as advanced as others on the market; it still needs significant development before it can provide the level of assistance we see on competing platforms. **What problems is monday CRM solving and how is that benefiting you?** The biggest problem Monday CRM solves for us is data fragmentation. It acts as our single source of truth; if it’s written there, it’s a fact. This has completely changed how we communicate across teams. We've been able to cut out all the constant back-and-forth on Slack and Google Chat just to verify if something was done. As a result, our workflows and handoffs are now practically seamless. ### 3. Highly Customizable CRM That Keeps Deals, Tasks, and Pipelines Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Karolina G. | LOA, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2026 **What do you like best about monday CRM?** What I like most about monday CRM is how customizable it is. It keeps my team, tasks, and pipelines organized in one place, automates repetitive work, and makes it easy to track every deal from start to finish. It saves time, improves communication, and helps ensure nothing falls through the cracks. **What do you dislike about monday CRM?** Overall, I’ve had a good experience with monday CRM, but there are a few things I’d improve. Some automations and integrations take time to learn, and setting up complex workflows can feel overwhelming at first. I also wish some CRM features required less customization out of the box, especially for mortgage and real estate workflows. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps me keep my real estate and mortgage workflows organized in one place. It tracks leads, contracts, deadlines, follow-ups, and tasks so nothing gets missed. The automations reduce manual work, improve communication with my team, and save me time, allowing me to focus more on serving clients and growing my business. ### 4. CRM + Work Management All-in-One Solution **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Workplace Systems Architect (monday.com tech dude), Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2026 **What do you like best about monday CRM?** Monday CRM has an elegant way of letting items (and subitems) relate to each other. I can connect my organizations to my contacts, my projects, and more, which makes it easy to keep everything linked in one place. In my opinion, Monday’s pricing is relatively low, especially considering it combines both project management and CRM features. Support is quick and attentive, and they also seem to genuinely listen to user feedback. There are frequent updates and improvements to the platform. I really enjoy the Gmail integration, too as I’m able to track all relevant emails within the monday E&A, and the whole emailing system feels simple and easy to use. I can create charts and dashboards to better manage our data flow. Automations are intuitive and straightforward to create and manage, especially their Workflows automation process, which runs insanely quickly. It takes only seconds to run a full workflow of automations, even when it contains 100 action blocks. Workflows is one of monday.com's best features by far. **What do you dislike about monday CRM?** Sometimes, when there’s a lot of noise, the app can feel a bit slow. I also think the heavy focus on AI is unnecessary; while AI can be helpful, I’d rather see more practical, truly needed features added instead. **What problems is monday CRM solving and how is that benefiting you?** We can review our applications in the most efficient way possible, combining both a CRM and work management platform into one solution. Our boards talk to each other. Our data talk to each other. We can find all the information we need quickly. It's really an all-in-one solution. ### 5. monday.com CRM Streamlines Our RCM with Easy Forms and Team-Wide Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Sandi B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** I own a Revenue Cycle Management company. monday.com CRM helps me run my RCM smoothly for the following reasons: Form creation for my customers were easy to make and easy to edit when changes take place. Follow up, following up insurance claims and having the whole team track them makes communication easy. And Mail & Activities... my very favorite! All messages to our customers from any one of my team is seen by the whole team, which cuts down on duplicate work and gets all of us on the same page! **What do you dislike about monday CRM?** I would love to see estimated down time, when there are issues with the site. This morning, for example, you got the site back up quickly, but the automations, which are key to our daily work, were still not working. I get that sites go down, that's not a biggie, monday.com rarely does, but letting your customer know approximate times, may allow us to perhaps do an impromptu staff meeting while waiting for things to work again. **What problems is monday CRM solving and how is that benefiting you?** TEAM all being on the same page, all the time. monday.com has solved the issue that my team had, we are all working remotely and we are now PAPER-FREE because of monday.com! Because of the CRM my staff can work from anywhere at any time of the day or night. My revenue comes in much more regularly now, than before we started using monday.com ### 6. Great tool for keeping our intake process organised **Rating:** 4.5/5.0 stars **Reviewed by:** Donna L. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is how easy it is to keep our intake process organised and visible. We have been using it to support our intake workflow, including completing forms, tracking where each person is up to, and making sure they are properly registered. The most helpful part is that everything can be kept in one place, so it reduces the risk of missing steps or losing information. It also makes it easier for the team to see what has been completed, what still needs action, and who is responsible for the next step. The biggest upside for us is that it helps create a more consistent and streamlined intake process. It saves time, improves communication, and gives us a clear overview of each person’s progress from enquiry through to registration. **What do you dislike about monday CRM?** What I dislike about monday CRM is that it can take a bit of time to set up properly so it works the way you need it to. There are a lot of features and options, which is great, but it can also feel a little overwhelming at the start. Some parts of the process can feel a bit clunky, especially when you are trying to customise forms, workflows, or automations to match a specific intake process. It works well once everything is set up, but getting it right can take some trial and error. The other downside is that if the boards are not maintained properly, it can become messy quite quickly. So it does need clear processes and regular updates to make sure the information stays accurate and useful. **What problems is monday CRM solving and how is that benefiting you?** monday CRM is helping us solve the problem of managing our intake process across different steps, forms and follow-ups. Before using it, it could be harder to clearly see where each person was up to and what still needed to be completed. It benefits us by keeping the intake process more organised and easier to track. We can see what stage someone is at, what forms have been completed, what information is missing, and what needs to happen next. This helps reduce the chance of things being missed, improves communication within the team, and makes the overall process more consistent. It also saves time because everything is easier to find and manage in one place, which supports a smoother experience for both staff and the people we are onboarding. ### 7. Intuitive, Flexible monday CRM That Boosts Productivity **Rating:** 4.0/5.0 stars **Reviewed by:** Dharamveer p. | Application Security Engineer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2026 **What do you like best about monday CRM?** What I like best about monday CRM is its intuitive interface and flexibility. It is easy to customize pipelines, workflows, and dashboards based on business needs without requiring extensive technical knowledge. The visual layout makes it simple to track leads, manage customer relationships, and collaborate across teams. I also appreciate the automation features, which help reduce repetitive tasks and improve productivity. **What do you dislike about monday CRM?** One drawback is that some advanced features can take time to learn and configure properly. While the platform is highly customizable, setting up complex workflows may require additional effort. Pricing can also become a consideration as teams grow and require access to more advanced capabilities. **What problems is monday CRM solving and how is that benefiting you?** monday CRM helps solve the challenge of managing customer relationships, sales activities, and team collaboration in a single platform. It provides better visibility into the sales pipeline, helps track interactions with customers, and automates routine processes. This saves time, improves organization, and enables more consistent follow up with leads and customers. As a result, it increases efficiency and helps teams make better informed decisions ### 8. Clean Interface, Easy Sharing, and Dashboards That Keep Me on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Erin L. | eLearning Developer, Enterprise (> 1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about monday CRM?** The best thing about monday is that it stores basically anything and everything you need. It's a clean interface. It's easy to share with other coworkers. It keeps me on top of my work with the use of dashboards. **What do you dislike about monday CRM?** Sometimes monday is a little slow, but that might just be my computer instead of monday. My company only allows so many integrations and I wish it could integrate more with other things I would utilize to streamline my work. **What problems is monday CRM solving and how is that benefiting you?** Keeping in alignment with my coworkers about timelines and workflows. I can see exactly where a project is in the workflow and how I can support other team members with their work. It acts as a hub for us to find important information that we can then share with stakeholders. ### 9. AI-Powered, Flexible CRM That Streamlines Workflows and Team Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Tamara R. | IT assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about monday CRM?** I find it very useful because of its AI-powered features, which make creating forms, workflows, and automations smooth. It’s easy to collaborate with team members, keep information organised, and manage tasks in one place. The platform is multifunctional and flexible, making it suitable for a wide range of business and project management needs. **What do you dislike about monday CRM?** One thing I dislike is that the layout and setup can take some time to get used to at first, and editing the forms can feel a bit finicky at times. However, once you become familiar with the platform, it becomes much easier to navigate and use effectively. **What problems is monday CRM solving and how is that benefiting you?** One problem it has helped solve is creating quotes for exhibitors who would like to work with us, as well as improving our automation processes. We previously had issues with how we were going to use forms externally, but Monday CRM has helped a great deal by making external forms and data collection much more manageable. ### 10. Reminders and Automations That Keep Me Organized and Efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Cece M. | account executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about monday CRM?** That I can create reminders to ensure I stay organized and remain on top of follow ups. Also creating automations to customize my workflows in a way that works specifically for me and to make my processes more efficient. Lastly, that I can track emails and see when they were opened/how many times so I can track engagement. **What do you dislike about monday CRM?** That sometimes I dont know how to use certain features and theres not information available on how to use the features **What problems is monday CRM solving and how is that benefiting you?** Helps me see the client lifecycle, how long it takes to get a client from being a prospect to moving throughout the pipeline, to converting. I use that data to figure out how long certain customer times take to convert. ## 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/monday-crm-review-8158798?_sm_nck=1§ion=pricing&secure%5Bexpires_at%5D=2026-07-15+15%3A57%3A39+-0500&secure%5Bsession_id%5D=561c34d7-b810-49ac-87d6-4b4fbf6f3d3f&secure%5Btoken%5D=874eb7fd32270e299410cc5e4ca5ecdd60542705ab10a4b0796b31fb261d4b6a&format=llm_user) ## monday CRM Integrations - [7pace](https://www.g2.com/products/7pace/reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Aircall](https://www.g2.com/products/aircall/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) - [Calendly](https://www.g2.com/products/calendly/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) - [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) - [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 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) - [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) - [Jotform](https://www.g2.com/products/jotform/reviews) - [Juma](https://www.g2.com/products/juma/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - [Neo](https://www.g2.com/products/neo-2023-07-18/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) - [Similarweb](https://www.g2.com/products/similarweb/reviews) - [Slack](https://www.g2.com/products/slack/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) - [Vanta](https://www.g2.com/products/vanta/reviews) - [VTEX Commerce Platform](https://www.g2.com/products/vtex-commerce-platform/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 (24,668 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,264 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,043 reviews)