monday CRM Reviews & Product Details

What I appreciate most about Monday.com is how easy it is to keep everything in order. Implementing it into my existing routine and using some of my current programs was very helpful/ It helps me keep track of leads and follow-ups so nothing slips through the cracks, and all my customer information is in one place instead of scattered across different apps. With easy integrations and clear prioritization, I can focus on the most important tasks and manage relationships more professionally, saving time and reducing the stress of juggling everything manually. For a while, I was using it multiple times each day. Review collected by and hosted on G2.com.

The main downside for me is the cost. Monday.com does a lot, but the price can feel steep when you’re just trying to stay organized without blowing your whole budget on the tool that helps you stay organized. Review collected by and hosted on G2.com.

what i like a best about monday RM is its flexibility and easy customization. its lets you build sales, pipelines your way, automate tasks without coding. and track all customer interactions in one place. the visual dashboards and email toll also male it simple to manage leads and stay on top of deals Review collected by and hosted on G2.com.

what i dislike about monday CRM is that it can be pricey, some features are only in higher plans, and is has a learning curve/ it may also get slow with large data, and the mobile app and email tools feel limited compared to dedicated CRMs Review collected by and hosted on G2.com.

I’ve been using Monday CRM primarily for sales tracking, client management, and communications, and it’s been a solid tool for keeping everything organized and accessible in one place.

What I like most is how easy it is to use once everything is set up. The interface is clean, intuitive, and makes day-to-day tasks like updating client info or tracking progress straightforward. It’s helped streamline how I manage leads and client communications, and it’s made a noticeable difference in keeping things on track.

I use Monday CRM on a desktop computer, and the performance has been reliable across the board.

Overall, I’d definitely recommend Monday CRM to others, especially if you're looking for a flexible tool to handle sales pipelines and client communication in one place. Just be prepared to lean on someone with setup experience—or invest a little time into learning the backend—if you want to customize it. Review collected by and hosted on G2.com.

That said, I didn’t set up the system myself, so I find navigating things like modifying boards or adjusting workflows a bit tricky. If you're not the one who customizes the platform, there can be a learning curve when trying to make changes or improvements on your own. Review collected by and hosted on G2.com.

We use it in every aspect of our company now. It is so useful for managing, organizing, and keeping track of our customers. We are able to see every step of their journey with us due to the Monday CRM. We are slowly transiting our whole company to use the CRM and we have already seen the benefits and heard such positive comments from our team. Once you play around with the CRM, it is fairly simple to use. It does take a while to get accustom to it, especially if you have not done anything like it before. We use it every single day now. Review collected by and hosted on G2.com.

There are a lot of tiny steps to learn and it was difficult to integrate it within our company. There were so many little things we had to learn along the way and it was a ton of trial and error. Because the Monday CRM is fairly new, there are not a whole lot of tutorials that can help explain things if you get confused. There are things you have to problem solve yourself. Review collected by and hosted on G2.com.

Its flexibility and automation power: if we spot a recurring task, we can automate it—e.g., a qualified lead automatically spawns a deal, contact, and account, cutting manual entry. The leads/deals structure is clear, with statuses like “live,” “qualified,” “unqualified,” and “lost” that keep focus and follow-ups tight. Customizable fields and activities plus Gmail integration centralize communication and records. Even though still evolving, dashboards and early AI columns are already yielding useful pipeline and forecasting insights. Review collected by and hosted on G2.com.

Migration from older systems (like HubSpot) can be tricky—especially mapping contacts and accounts—and usually needs extra setup and automations. There’s a learning curve for new teammates, so hands-on testing (creating and moving sample leads) is essential. Reporting and dashboards are still maturing and sometimes require workarounds or custom AI columns. In short, it’s powerful, but getting the most out of it takes time and intentional configuration. Review collected by and hosted on G2.com.

My absolute favorite thing is the follow-up dates. I would be lost without them! It helps me avoid letting customers fall through the cracks and helps me monitor the frequency at which I reach out. I also love the notes section - keeping everything all together eliminates my worry about lost details. I also love that you can seamlessly move leads to deals and track delivery dates. It is a great product to communicate within a sales team. We all use this every day from the time we arrive at work until closing time! It took us a bit to learn the features we use, but once we learned, it is very user-friendly! Review collected by and hosted on G2.com.

I feel like there a lot of features on monday that I haven't even tapped into. It took us a while to figure out how we want to use the product and as a result, we are probably missing some features that would be really helpful. When I've reached out for support, we can never speak with a human and just get sent tutorials and videos. I would love better customer support - with a person who could walk us through all the options. Review collected by and hosted on G2.com.

I like the customisations and that I can build boards around not just my own needs but also the needs of the business. We can collaborate on certain boards, create private ones just for us, and still pull all of that data into a dashboard that provides a real-time snapshot of where we're at as a business. Review collected by and hosted on G2.com.

Genuinely there's not much that i dislike, i think the only thing is that when building a dashboard it takes a little time to figure out certain data sources and which type to use. If that process could be more incremental like the automations are. Like 'what do you want to show?' > where do you want to pull the data from? > 'how do you want to display it' might make it a bit easier. Review collected by and hosted on G2.com.

Monday CRM keeps our whole team in sync. We can see where every sale stands, who needs to follow up, and when meetings are happening—all in one spot. It’s helped us stay organized and cut way down on the back-and-forth emails and sticky notes. We’re spending less time trying to figure out what’s going on and more time actually getting stuff done. Review collected by and hosted on G2.com.

Honestly, nothing major so far. It’s been smooth sailing. We've tested different setups and features, and everything has worked well without any headaches. Review collected by and hosted on G2.com.

These are the 3 main aspects that My team an I like best about Monday CRM:

- A comprehensive and integral solution for opportunities management.

- Tracking and interactive sequences with our customers.

- User friendly and very easy to use. Review collected by and hosted on G2.com.

Something that monday can improve:

- Adding a new functionality to create quotes or invoices. (Using subitems and a product board).

- Native integration with MS Teams.

- Better forecasting dashboards. Review collected by and hosted on G2.com.

I recommend without hesitation Mandate CRM, which I have been using for two years to manage my clients and obtain real reporting on my sales pipeline. I discovered Mandate CRM thanks to a friend and found the installation very simple, smooth, and quick. It effectively solves the problem of having accurate and scalable reporting on our sales pipeline. Moreover, I am impressed by Mandate CRM's ability to provide a very smooth and scalable sales pipeline as well as reliable reporting. It is such a perfect tool that there is nothing else I would want to improve. This efficiency and simplicity are major assets that make me want to recommend it. Review collected by and hosted on G2.com.

The software integration process is perceived as long. Review collected by and hosted on G2.com.