monday CRM
Review of monday CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About monday CRM
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monday CRM Features
monday CRM Integrations
Customer Reviews
See why people love monday CRM
David C.
Verified UserRenewables & Environment · 11-50 employees
Enjoying using the new Monday CRM!
We've been really pleased with Monday CRM. It's user-friendly and delivers all the essential features we expect from a CRM. Initially, we considered more specialized CRM options, but since we already use Monday across our organization, we gave Monday CRM a try, and it has fully met our needs!
User-friendly, intuitive, and equipped with all essential CRM features: - Clear pipeline view for streamlined deal tracking - Fully customizable stages to fit our workflow - Deal weightings for accurate forecasting - Comprehensive customer, deal, contact, and close date management - Robust attachment capabilities - Detailed record-keeping for enhanced organization
- We're enjoying the software overall, with no major drawbacks so far
- I expect the automation features will keep improving over time
Switched From
Had all the features we needed, simple to use and integrated into our task. project and document management system that we use in Monday.
Jenn I.
Verified UserFinancial Services · 11-50 employees
Monday saved the Day!
Overall, I enjoy monday because of the ease of use, but also the general capabilities for a small business make it an efficient and. Way effective means to quickly set up my organization. Prior to setting up the CRM for our team, they were using spreadsheets and making lists to organize their clients and leads. In less than a week I was able to set up the system and implement a fully automated system for deal management.
- The ease to set up and the workflow management of the CRM is very user friendly
- It’s super easy to set up automations and any question I had I could do a quick Google search and an easy to follow tutorial was available
- Limitations with automations as well as being forced to buy capabilities through 3rd party integrations
- Although mi day is very well pricing and we absolutely are getting the best value for our money, there are requirements to level up plan subscriptions in order to get all the needed benefits for the platform
- Well worth it
Why they chose it
"Overall cost, as well as ease of use. Having used monday previously I was aware of how easy it would be to implement this over hubspot."
Regina Sophia M.
Verified UserInformation Technology and Services · 51-200 employees
I love using monday Sales CRM!
Our sales reporting have become easier since we used monday.com sales crm! Our [sensitive content hidden] loved it
- I like that it's user friendly and that every update can be reflected to the dashboard
- We don't have to create our own reports
- Data import could be improved especially bulk imports
Why they chose it
"We can relate it to our internal monday.com work management and we can easily switch when needed"
Liam J.
Verified UserConstruction · 11-50 employees
Liams Review
Working with Monday CRM has made managing our sales pipeline and shipment coordination far more efficient. I appreciate how customizable the boards are—I’ve tailored them to track shipments, customer communications, and internal tasks across our 14 independent entities. Automations save tons of time, and the visual layout makes it easy to spot delays or updates at a glance. Integrating forms and syncing with email has helped streamline communication across our teams. While there’s a learning curve for more complex workflows, once it’s set up, it runs smoothly. It’s become an essential tool in our day-to-day operations.
- Monday CRM is a flexible, user-friendly customer relationship management tool built on the Monday
- com platform
- It offers a visually appealing interface with customizable pipelines, automations, and integrations that simplify tracking leads, sales activities, and client communications
- Its drag-and-drop functionality and prebuilt templates make it accessible even for non-technical users
- The real-time collaboration tools and dashboard views are great for teams, though it may lack some advanced features found in more specialized CRMs
- Overall, Monday CRM is ideal for small to mid-sized businesses looking for an intuitive, all-in-one solution to manage customer relationships and streamline sales workflows
- the same spreadsheet look for every single thing
- I liked sales force because it was easy to get from group to group
Switched From
Need a new outlook on our current strategies
Verified Professional
Events Services · 2-10 employees
Small company, complex deals, Monday is ticking the boxes
We've tried and failed with a few CRMs over the years but Monday has stuck which is amazing. Linking that to works management has been a massive plus for us, keeping track of deals within the ops team has been a pain. For a small company this has been the ticket for us!
- For sure the best part is how quickly we got it up and running, with no consultants or long setup
- The interface is clean and intuitive, so the team actually uses it every day (have lots of non techy people so this helps)
- Its linking directly with monday work management, which lets us move deals into delivery without switching tools, so sales and ops are a lot more in sync than we used to have
- Email tracking is a big win, that's helped keep sales team honest and improved visibility a lot
- We're yet to try the email marketing but a quick test showed it looks v simple
- Reporting is good, especially ease of setting up widgets but not as deep as the big CRMs, and permissions could be more granular on complex boards (plus it's weirdly hard to remove people from certain products I find)
- We also needed a little trial and error to fine-tune automations
- The pricing strategy is annoying, we have to limit which 5 people have access or risk nearly doubling our cost (that's why I've given 4 stars)
Marcelo M.
Verified UserManagement Consulting · 2-10 employees
It’s a powerful tool
It’s a powerful tool that has become essential to my daily operations. I’ll definitely continue using it and recommending it to all my clients. monday CRM brings structure, visibility, and flexibility to our workflow in a way that few other platforms can.
- As a project manager, what I like most about monday CRM is how seamlessly it integrates into my daily workflow
- I use it every day to manage project timelines, task tracking, and internal coordination, and it also plays a key role in supporting our marketing operations
- The flexibility to customize boards and automate processes makes it incredibly efficient for both strategic planning and hands-on execution
- When multiple team members are working on the same board at the same time, I still notice some minor instability or slowdowns
- Since I manage large teams, this happens relatively often and can affect productivity during peak collaboration times
Switched From
I switched to monday because the features I needed were either no longer available or too hard to find in ClickUp and Microsoft Project. With monday, everything I need is easy to access, intuitive to use, and well-integrated into a single, streamlined platform.
Avery C.
Verified UserComputer Software · 2-10 employees
AWESOME! BETTER THAN HUBSPOT!
Beautiful and flawless. Zero lag. Zero issues. Everything that we believed it was, is. We will continue to use for the future.
- The functionality of Monday for the low cost is an enormous benefit to our organization
- We use the CRM for communication with clientele and have had zero issues or complaints about the product that we were sold on
- I wish there were more capability to enable cold outreach at scale
- Combining the CRM with the beta Campaign tool and adding better outreach functionality would be awesome
Switched From
Was tired of support system that HubSpot has.
Teal G.
Verified UserFinancial Services · 2-10 employees
Great product and easy to use!
Verified reviewer
- Easy to use and set up
- Out of the box templates and workflows are incredibly helpful
- Easy to tailor to meet small or large needs
- Some relationships that come preset are a bit hard to undo to tailor to specialized needs
- Sometimes an automation breaks when someone leaves the company
Switched From
Cost and ease of implementation. We could manage Monday without as much vendor support
Why they chose it
"Liked the Monday features better and our team felt it was easier to use."
Yolanda P.
Verified UserNon-Profit Organization Management · 2-10 employees
Great and easy software to use
Overall, my experience with Monday.com has been great. I was able to test out the features quickly to see if it could work with our team.
- - Ease of use - Quick setup and onboarding - Love that you can test most features before committing
- - Can be modified for a specific use-case
- - caps on emails that can be sent out (only 500 at a time) - would love more native integrations with other tools
- - no text features included - limited marketing functions
Why they chose it
"Ease of use, value for the price, pricing flexibility, and access to features before purchasing allowed me to show the team how it can be used and helped secure buy-in."
Mark B.
Verified UserInsurance · 2-10 employees
Monday CRM built for teams.
I thought Monday CRM was very good crm platform and offered a lot of usable features that would be good for businesses to communicate with each other and their clients
I thought Monday CRM was very good and offered good Security, Value for Money, Customer Support, Email, Lead Management User Interface, Tracking
- It seemed like it was designed for larger teams and my business doesn't have a big team
- Monday CRM was nicely designed
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