# Compare Method CRM vs monday CRM 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Method CRM and monday CRM based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/130389-245800/Method-CRM-vs-Monday-CRM

---

# Method CRM vs monday CRM Features and Cost Comparison

Last updated May 14th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Method CRMmonday CRM2/4 selected

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.2 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

[## Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.2 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

Starting Price

$27.00/month

Value-for-Money

4

Functionality

4.1

Ease of Use

3.9

Customer Service

4.2

Reviews Sentiment

AP

Based on [139 reviews](#user-reviews)

Positive

112

Neutral

10

Negative

17

[## monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting Price

$12.00/month

Value-for-Money

4.5

Functionality

4.5

Ease of Use

4.7

Customer Service

4.6

Reviews Sentiment

Based on [462 reviews](#user-reviews)

Positive

450

Neutral

7

Negative

5

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## Summary

* * *

Key features rated by users

Features selected based on 17,521 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

69%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.3

Lead Management

4.5

Sales Pipeline Management

4.0

Activity Dashboard

4.2

79%Fit

High performer

Feature ratings

Data Security

3.5

Contact Management

4.5

Lead Management

4.6

Sales Pipeline Management

4.5

Activity Dashboard

4.6

User satisfaction

User satisfaction

4.2

User reviews[139](https://www.capterra.com/p/130389/Method-CRM/reviews/)

Ease of use

3.9

Functionality

4.1

Value for money

4.0

Customer support

4.2

User satisfaction

4.7

User reviews[462](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Ease of use

4.7

Functionality

4.5

Value for money

4.5

Customer support

4.6

Price starts from

Price starts from

$27Per User, Per Month

-   Free version
-   Free trial

Price starts from

$12Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

QuickBooks users, meet Method: a customizable CRM built to fit your workflow, reduce double entry, and help your team connected in managing customers, sales, and finances in one place.

Best for

Best for mid and small businesses, monday CRM is a fully customizable and AI-based CRM that enables revenue to sell faster and streamline communications with innovative tools.

## User reviews

Pros & cons

AP

Anita P.

Administrative Assistant

> "Overall, Method has helped us streamline operations, improve visibility across..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7149399)

BM

Brooke M.

Operations Manager

> "We can choose to use one of their accepted payment methods such as Stripe, but these do..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6780383)

JS

Joshua S.

President

> "Developing apps and screens that relate to our business specifically has given use more..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141883)

KA

Kelsey A.

Admin

> "One of my least favorite things about Method is some of the issues we have had with QBO..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7142035)

TF

Tami F.

Operations manager

> "We added field crew two years ago and that has been very easy to get our cruise changed..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7144630)

Wade M.

Founder

> "After multiple attempts I had to email a general inbox just to get reassigned to..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7105786)

JW

Jody W.

COO

> "He was able to assist with all of the customizations we needed."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141454)

Wade M.

Founder

> "Then their team lead, \[sensitive content hidden\], got involved and offered no solution..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7105786)

DL

Douglas L.

CFO

> "Reporting abilities are a big step above what I could get out of QuickBooks. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7142406)

AM

Andrew M.

President

> "I sent a campaign out to about 1300 and got 20 invalid email responses."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7001328)

MP

Matt P.

Pet Relocation Specialist

> "Performance and Speed is good (App is slow though)"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7145357)

EW

Eric W.

Director of Sales

> "Emails unanswered, meetings not attended or often rescheduled, attempts to receive help..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

JS

Joshua S.

President

> "Also, the chat desk system has proven to be surprisingly responsive. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141883)

EW

Eric W.

Director of Sales

> "Lack of features, buggy challenging back end, not as functional as competing CRMs."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

JW

Jody W.

COO

> "Free hour of technical support came in handy"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141454)

SF

Sean F.

Outside Sales

> "I can say I have had issues with lagging, but I attribute this to weak LTE signal..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6635521)

MH

Mandy H.

Sales and Project Manager

> "I also like being able to customize documents to match our company branding."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6563801)

BL

Brian L.

Territory Manager

> "We have had some issues with information populating correctly from Quickbooks."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6563550)

JS

Joshua S.

President

> "Impressive customer service,"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141883)

IT

Irene T.

Production Administrator

> "Can not find a phone number to contact a live person."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6721805)

DL

Douglas L.

CFO

> "Great - The onboarding process and continuing support was great. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7142406)

AS

Amber S.

CFO

> "Some basic customizations are not easy to do yourself"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6623524)

JW

Jody W.

COO

> "Easy to connect Quickbooks"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141454)

CE

Cory E.

Owner

> "This has been a complete nightmare."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6824040)

DL

Douglas L.

CFO

> "Ongoing help and support has been great."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7142406)

TW

Tessa W.

CEO

> "The app has no offline functionality and it quits sporadically, losing data every week...."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6079357)

DW

Dan W.

Sales Director

> "Pricing is competitive and interface user friendly."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7148616)

EW

Eric W.

Director of Sales

> "We have struggled to implement it - if we didn't \*need"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

WH

Wendy H.

Project Administration Manager

> "The layout of this CRM makes finding what you are looking for simple and fast. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6571658)

TW

Tessa W.

CEO

> "It's clunky, glitchy, and expensive. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6079357)

JM

Jesse M.

Salesman

> "Method organizes everything very well and allows for an easy user experience"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6611926)

SM

Schecky M.

COO

> "We started finding some errors where Method added numbers to blank lines. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

JF

Jenna F.

Pet Travel Expert

> "how easy and organized it is, how when we need something changed we are able to get it..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6678735)

SM

Schecky M.

COO

> "They created 2 invoices from their end, couldn’t replicate the problem and then told us..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

ES

Eric S.

Sales

> "Excellent tool to use while on the road for Sales Trips."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6532515)

JB

Julie B.

Office Manager

> "Only to find out we were outside our 30 day grace period to cancel, so no refund would..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

AS

Amber S.

CFO

> "Easy to set up- and fast and efficient customization with \[sensitive content hidden\]"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6623524)

DG

Doug G.

Manager

> "Very poor service. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___5053869)

VH

Vincent H.

Owner

> "The site is very user friendly and my customer support rep is knowledgeable and easy to..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6715921)

JB

Julie B.

Office Manager

> "Their "who cares" attitude is what we've had to deal with the past 30 days."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

CL

Chris L.

Online service

> "Very well organized platform."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6608500)

SM

Schecky M.

COO

> "Bottom line: Product does not work as advertised. Would NEVER recommend"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

NM

Nate M.

Marketing Associate

> "I started to use method about 6 months and love it."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6739139)

JB

Julie B.

Office Manager

> "Horrible. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

AB

Alison B.

Service Manager Assistant

> "The technical process was quick and efficient. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6750768)

EB

Emmalee B.

Administrator

> "There seems to be a lack in customer support, especially with communication. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3013225)

GD

Gerard D.

Regional Sales Manager

> "Easy to use, easy to update."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6593360)

BH

Brenda H.

President

> "A donor told me that the donation page was down. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3289105)

MO

Mario O.

Technician

> "Quick and easy to learn how to use as well."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6586263)

AG

ADAM G.

sales

> "the slowness of the system"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2895238)

MO

Mario O.

Technician

> "Quick and easy to transition into."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6586263)

VR

Verified Reviewer

Sales Operations

> "First and foremost - Your Method instance BREAKS if you delete a custom lookup field."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2742823)

AL

ALI L.

OFFICE MANAGER

> "Excellent customer service, all the time!!!"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6628512)

RA

Rosie A.

Owner

> "I also do not like that the word estimate is what I have to use instead of quote."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2503183)

[View Reviews](https://www.capterra.com/p/130389/Method-CRM/reviews/)

SG

Simran G.

Senior Client Success Manager

> "From start to finish we've slowly started bringing over our departments onto CRM - starting with customer success into sales & services and now..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134314)

Ashley N.

Founder, Marketing and Operations Specialist

> "A few of the preset functionalities have a few gaps. When mporting leads from another platform, the creation log cannot backlog the original data,..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7137353)

AR

Anais R.

COO

> "It works especially well for managing projects and workflows in one place. While there’s a bit of a learning curve to unlock its full potential,..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7140202)

DM

Desiree M.

Founder

> "That means an email about Deal A will also show up under Deal B and Deal C if the same contact is linked, which can create confusion for reps trying..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288)

SC

Starla C.

Project Manager

> "I also really love the ability to track and visualize data through as microscopic of a lenses as needed with the use of custom filters and settings."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356)

SC

Starla C.

Project Manager

> "Also the ability to have boards that allow you to track multiple levels of subitems currently feel very limiting as a feature."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356)

KT

Ken T.

Marketing

> "The ability to tailor pipelines, automate follow-ups, and integrate with tools like Slack and Gmail has helped us streamline a lot of our manual..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580)

PB

Patrick B.

Business Development Specialist

> "Something I don't like as much is the email feature, it feels clunky to me and unintuitive, and there are times where I have to write my email in a..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865146)

KK

Kadance K.

Office Manager

> "It’s a flexible and visually appealing platform that makes it easy to manage leads, track progress, and collaborate with my team. Once I got past..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865049)

SE

Sandy E.

Office Administrator

> "I am not a huge fan that some features don't cross over between the two platforms of the CRM and work management, and also, I do wish that it was..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134737)

JR

Jade R.

Administrative Assitant

> "It's been extremely helpful in organizing my daily work tasks, tracking progress within various teams, and tracking meetings and notes."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865248)

SC

Starla C.

Project Manager

> "However, that level of customization, can feel overwhelming and like it comes with confusing guardrails."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356)

DM

Desiree M.

Founder

> "Email tracking gives you visibility into when recipients open and click, which is great. "

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288)

VR

Verified Reviewer

CRM Manager

> "The customer support is very weak and also there are many lags in the crm as well, it can be better in terms of UI and need in person demo to..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6602004)

OP

Onuora P.

Sales representative

> "It’s especially helpful when you’re juggling multiple stakeholders or managing different stages of a project within your CRM."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939)

AC

Amelia C.

Director of Impact

> "I'm sure that monday has this capability, but it is taking me a bit longer to navigate it as it is less intuitive."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865076)

MM

Marcelo M.

CEO

> "The flexibility to customize boards and automate processes makes it incredibly efficient for both strategic planning and hands-on execution."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865111)

DL

Dan L.

Customer Care Specialist

> "Initially I was intimidated and it was hard to understand, but overall its the same as other CRM software ive used but it has a built in secretary..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7022065)

VR

Verified Reviewer

Virtual assistant

> "While it’s not the cheapest option, the amount of organization, time savings, and team coordination it offers can make it worth the investment,..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6874146)

VK

Veronika K.

Administrator

> "Its a bit cluttered, things are very close together and some things are difficult to access for my older coworkers."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865052)

TC

Tara C.

Owner

> "It allows us to keep track of our clients and as a small business this is very important as it’s just the 2 of us."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865127)

VR

Verified Reviewer

Director of Sales and Marketing

> "Some plug ins are difficult to integrate with Monday.com."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6866193)

SG

Simran G.

Senior Client Success Manager

> "Incredibly easy to set up - within the space of 1 day you can quickly find your feet around monday crm and get it off the ground and in use, which..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134314)

VR

Verified Reviewer

Brand and Product marketing lead

> "There are too many features sometimes it looks cluttered and confused where to go and what to do and UI is also confusive"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6596662)

OP

Onuora P.

Sales representative

> "The interface is clean and intuitive, and I can keep everyone in the loop without switching tools."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939)

MP

Marlon P.

Owner

> "The cost - I can't purchase 1 seat as I am a solo operator."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865595)

KK

Kadance K.

Office Manager

> "It makes it easy to tailor workflows to fit exactly what my team needs, while keeping everything organized and easy to track at a glance."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865049)

HF

Haley F.

Strategic Assistant

> "I personally find the automations a little bit confusing."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865112)

VR

Verified Reviewer

Managing Director

> "Linking that to works management has been a massive plus for us, keeping track of deals within the ops team has been a pain."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

BE

Bakka E.

invetory officer

> "I wish they could refund me the subscription that i wasted while using this software."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6486902)

VR

Valerie R.

Northwest Regional Manager

> "I like the idea that the person who comes into my role after me will be able to access the entire history of customer interactions and be caught up."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434)

Amanda G.

Human Resources Generalist

> "The inability to do content searches using MondayDoc is a notable omission from Monday.com."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5020209)

AR

Anais R.

COO

> "Overall, it’s been a really valuable tool for organizing work and improving visibility across teams."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7140202)

Amanda G.

Human Resources Generalist

> "There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5020209)

TG

Taylor G.

Manager, Finance and HR

> "It's been overall good, a solid 7.5/10 experience - Our team is super technically adept, so we were able to get into the weeds and do some..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7089128)

David O.

Reviewer

> "It may not be the best fit for larger enterprises or organizations with more complex sales processes."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4401190)

KT

Ken T.

Marketing

> "We've been using Monday.com CRM to manage our sales pipeline and team workflows, and overall it’s been a solid tool."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580)

JM

Jenn M.

Executive Producer

> "I form function is very basic and not visually appealing - I had planned to use it for lead capture of new prospects but it's pretty ugly so I'm..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3480186)

VR

Verified Reviewer

Managing Director

> "The interface is clean and intuitive, so the team actually uses it every day (have lots of non techy people so this helps)."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

Minsu K.

CEO

> "All board members are unable to copy workspaces."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4416140)

JI

Jenn I.

Chief Experience Officer

> "In less than a week I was able to set up the system and implement a fully automated system for deal management."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599)

FA

Francisco A.

EA to the VP of Sales

> "The way it is set up it gets to the point where you just have far too many boards and its hard to keep track of, you need boards to keep track of..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3489840)

VR

Verified Reviewer

Managing Director

> "Email tracking is a big win, that's helped keep sales team honest and improved visibility a lot."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

Keri K.

Systems Manager

> "This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477712)

MM

Marcelo M.

CEO

> "As a project manager, what I like most about monday CRM is how seamlessly it integrates into my daily workflow."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865111)

Greg W.

Operations Manager

> "Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491188)

KT

Ken T.

Marketing

> "Great UI/UX for tracking leads and stages"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580)

Mohammad Bilawal B.

Field and Digital Marketing Manager

> "I would say as there are many functions available within Monday.com which makes it difficult for big organisations with 1000s of people to use it..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3254828)

VR

Valerie R.

Northwest Regional Manager

> "It organizes my contacts so neatly and makes partner management less overwhelming."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434)

DT

Daichi T.

Business Development Manager

> "We often missed our client agreement due date because there is no platform to manage it with reminder or automation."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3476501)

DM

Desiree M.

Founder

> "Overall, I love it and recommend it for most companies that are starting with monday.com The email functionality that it adds is great!"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288)

TB

Todd B.

Director

> "Monday.com has a bigger interface, which sometimes makes it harder to put as many things on a page as I wish."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491250)

HF

Haley F.

Strategic Assistant

> "The rep I spoke with was very patient with me, answered all of my questions, and even sent a video recording to explain something to help me..."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865112)

Sam L.

Broker Associate

> "Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3499330)

JI

Jenn I.

Chief Experience Officer

> "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."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599)

JB

Jenny B.

Project Manager

> "When you make copies, it’s a little annoying having to always delete the copy out of the copied item but otherwise LOVE MONDAY!"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487482)

OP

Onuora P.

Sales representative

> "I’d definitely recommend it to anyone who wants more visibility and control over their customer journey."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939)

MK

Macy K.

Marketing Manager

> "Sometimes, when you upload files, it can be a bit glitchy and takes a while for another user to see."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487171)

Avery C.

Founder

> "The functionality of Monday for the low cost is an enormous benefit to our organization."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865195)

Keri K.

Systems Manager

> "On large boards, we begin seeing glitches, like time tracking not immediately working properly."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477712)

MB

Mark B.

CEO

> "I thought Monday CRM was very good and offered good Security, Value for Money, Customer Support, Email, Lead Management"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7042537)

Robin L.

Founder, Consultant

> "The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477294)

Ava H.

Staff Software Engineer

> "Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6556911)

MM

Megan M.

Business Development Managerr

> "Copying subitems from board to board is a bit tricky as they go out of order."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3312995)

PB

Patrick B.

Business Development Specialist

> "Overall i have had a good experience with monday, it helps me and my team stay organized and on the same page"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865146)

SL

Sangwoo L.

Vice President

> "Pro version is losing some features such as multi-level permissions"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491450)

VR

Verified Reviewer

Managing Director

> "We've tried and failed with a few CRMs over the years but Monday has stuck which is amazing."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

BT

Benjamin T.

Product Manager

> "Lacks a good way to track activities and is buggy with a lot of data"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492545)

PD

Pat D.

Sr. Director, Finance

> "Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking super simple."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6788475)

EN

Erin N.

Partnership Lead

> "I do get some error messages when trying to update tasks and change the view."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487382)

BF

Beatriz F.

Mkt and sales manager

> "I would like to sign up eventually because I really adapted to the tools and it has great use in daily tasks and projects management."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6512462)

LM

Luke M.

Owner

> "Additionally, the expanded view of items is customizable but not the best."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477851)

VR

Verified Reviewer

Managing Director

> "For sure the best part is how quickly we got it up and running, with no consultants or long setup."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382)

SW

Sean W.

CDO

> "The mobile app is buggy and often has connection issues. "

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492795)

VR

Valerie R.

Northwest Regional Manager

> "I think once I get into a rhythm with things it will be incredibly helpful and will make me far more efficient."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434)

TP

Thomas P.

Managing Partner

> "Items that fall to the bottom of the lead tracking list get easily forgotten."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492118)

AC

Amelia C.

Director of Impact

> "The user interface is sleek and attractive, and I find the platform easy to navigate."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865076)

VV

Vyshna V.

technical project manager

> "I only feel bit frustrated when the Monday portal goes down, as my whole work depends on this CRM"

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487186)

PD

Patricia D.

Office Manager

> "Very interactive, simple enough for all users and the visual is very appealing."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865169)

SL

Stephanie L.

Tour Manager

> "However, we had months of inconsistencies and threads not logging."

[See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491242)

[View Reviews](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

## User interface

4.20 (139)

4.69 (462)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Method CRM

32/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/130389/Method-CRM/#features)

monday CRM

Top features

37/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/245800/Monday-CRM/#features)

### Recognition

No recognitions have been awarded to Method CRM

monday CRM is recognized as a top-rated tool in 4 Capterra Shortlist reports

### Deployment & support

Method CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

monday CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Method CRM

-   By Method Integration
-   Located in Canada
-   Founded in 2010

monday CRM

-   By monday.com
-   Located in Israel
-   Founded in 2014

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