# monday CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about monday CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/compare/183433-245800/Outlook4Gmail-vs-Monday-CRM --- # monday CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on April 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) monday CRM ## What is monday CRM? monday CRM enables revenue teams to improve efficiency at every stage of the customer journey. The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time. With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before. To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform. ## What is monday CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 462 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Pros & cons Intuitive team collaboration platform Flexible workflow personalization High cost for small teams Starting price $12 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Construction CRM / 2025 - Contact Management / 2025 - Inside Sales / 2025 - Lead Management / 2025 - Nonprofit CRM / 2025 - Real Estate CRM / 2025 - Sales Force Automation / 2025 - Sales Forecasting / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for monday CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://monday.com&name=monday CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### monday CRM 4.7 (462) VS. [4.3 (6,974)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $12 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (462) Ease Of Use 4.2 (6,523) Value For Money 4.5 (401) Value For Money 4.3 (5,387) Customer Service 4.6 (384) Customer Service 4.1 (5,266) ## monday CRM alternatives [4.2 (991)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars Highest Rated [4.7 (731)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.4 (18,783)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/245800/Monday-CRM/alternatives/) ## FAQs about monday CRM Overview ### What problems does monday CRM solve? monday CRM solves scattered customer and project information, unclear task ownership, missed follow-ups, and time-consuming manual status updates by centralizing work in customizable visual boards, dashboards, and automations. Sales teams, agencies, operations leaders, project managers, and small cross-functional teams benefit most from faster onboarding, smoother collaboration, and clearer pipeline and project visibility. Answer based on 309 reviews Overview ### Which roles and teams benefit most from monday CRM? monday CRM is most used by sales teams, business development managers, and account managers to track leads, manage pipelines, and follow customer activity. Executives and business owners use dashboards for revenue visibility, while project, marketing, and operations teams coordinate handoffs, monitor workflows, and keep client-facing work organized. Answer based on 451 reviews Overview ### What company size and industries is monday CRM built for? monday CRM is built mainly for small businesses, which make up 91% of reviewers, with the strongest presence in Marketing and Advertising at 14%. It also serves midsize businesses at 4% and enterprises at 5%, with notable use in Information Technology and Services at 8% and Real Estate at 7%. Answer based on 462 reviews Features and Usability ### What are the key features of monday CRM? monday CRM includes core CRM features like contact management, lead management, pipeline management, and sales reporting, plus differentiators such as customizable boards, workflow automation, email integration, and dashboard reporting. Reviewers also frequently highlight its visual board management, templates, mobile app, and collaboration tools for tracking deals and client activity. Answer based on 211 reviews Pricing ### How much does it cost and what fees or limitations are included? monday CRM starts at $12/user/month for the Basic plan, with Standard at 17 and Pro at 28, plus a free trial. Reviewers say the price can feel high for small teams, especially when advanced tools or more users require higher plans, though some find the cost-benefit ratio reasonable. Answer based on 77 reviews Integrations ### Which third-party tools and platforms does monday CRM integrate with? monday CRM integrates with Gmail, Microsoft Outlook, Microsoft Excel, Slack, Mailchimp, Google Calendar, Google Drive, and Microsoft Teams. It also connects through Zapier for broader app coverage. Across communication, email, calendars, files, and spreadsheets, monday CRM supports over 20 integrations, including catalog options like LinkedIn for Business and Salesforce Foundation. Answer based on 85 reviews Getting Started and Support ### How easy is it to onboard and train a team on monday CRM? monday CRM is generally quick to onboard for most team members, with an interface many reviewers describe as intuitive and easy to learn. Training is available through in-person sessions, live online sessions, webinars, videos, and documentation. Nontechnical users may need more time at first, while admins and larger teams often need extra setup guidance. Answer based on 32 reviews Getting Started and Support ### What customer support options does monday CRM offer, and how do users rate the experience? monday CRM offers email/help desk, FAQ/forum, a knowledge base, 24/7 live rep, and chat. Users often describe support as helpful and quick when resolving minor issues, but some report weak assistance, a steep learning curve, and needing more hands-on guidance to understand features and setup. Answer based on 105 reviews ## Who uses monday CRM? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs Company size Based on 120 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 120 reviews Administrative 27% Administrative 27% Sales & Business Development 20% Marketing 17% IT & Software Development 7% Others 29% Top industries Based on 120 reviews Marketing and Advertising 33% Information Technology and Services 20% Construction 18% Real Estate 17% Other 12% ## Pros and Cons Intuitive team collaboration platform 93% positive reviews out of 186 Most reviewers find ease of use valuable for quickly onboarding teams, streamlining communication, and simplifying daily project management. Valerie R Northwest Regional Manager, 51 - 200 employees. "It organizes my contacts so neatly and makes partner management less overwhelming." High cost for small teams 39% negative reviews out of 57 Some reviewers indicate pricing is challenging, with limited basic plans and costly upgrades for additional users or features. Flexible workflow personalization 96% positive reviews out of 47 Most reviewers appreciate customization for its adaptable templates, intuitive interface, and ability to tailor workflows to specific business needs. Comprehensive project visibility tools 97% positive reviews out of 34 Most reviewers describe project tracking as highly effective for organizing tasks, monitoring progress, and coordinating teams in one centralized location. Pat D Sr. Director, Finance, 201 - 500 employees. "Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking super simple." ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.5 (129) 67.44% of 129 reviewers that rated this feature as important or highly important You benefit from storing, organizing, and tracking all contact details in one place, linking them to deals and projects. Reviewers appreciate the automation, integration with other CRMs, and reminders, but some say adding contacts can feel clunky and filtering could be better. Lead Management 4.6 (120) 65.00% of 120 reviewers that rated this feature as important or highly important It gives you a centralized place to track, update, and collaborate on leads efficiently. Some reviewers find it easy to add, organize, and share lead information, enjoy integrations like Zapier with Rocket Reach, and value the customizable boards for their workflow. Sales Pipeline Management 4.5 (107) 61.68% of 107 reviewers that rated this feature as important or highly important With this capability, you can visualize and customize your sales process, track leads from pitch to close, and automate workflows. Reviewers appreciate the clear structure, ease of use, helpful automations, and integration options, though some mention missing Gmail email tracking. Task Management 4.6 (97) 70.10% of 97 reviewers that rated this feature as important or highly important Monday CRM offers a straightforward way to assign, track, and color-code tasks, keeping teams organized and updated. Users think it’s simple to follow progress, supports remote collaboration, and integrates well with project management, though mobile performance could improve. Reporting/Analytics 4.3 (82) 67.07% of 82 reviewers that rated this feature as important or highly important This aspect helps you generate customizable reports, track metrics, and visualize progress with dashboards. Reviewers indicate it’s intuitive and visually appealing, though some wish for deeper data, easier exporting, and more out-of-the-box metrics without manual setup. Workflow Management 4.7 (70) 72.86% of 70 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks monday CRM 88 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Track all company interactions with current clients Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Centralized database of stakeholders and their contact information such as names, address, phone number etc. You benefit from storing, organizing, and tracking all contact details in one place, linking them to deals and projects. Reviewers appreciate the automation, integration with other CRMs, and reminders, but some say adding contacts can feel clunky and filtering could be better. Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Access previous interactions or concerns to maintain customer relationships Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Protect sensitive data for digital privacy Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Primarily serving architecture, engineering, and construction industry professionals Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Software designed for the healthcare industry Operate/access software on Mac Devices Software specialized for non-profit organizations For realtors, real estate investors, property managers, and other real estate professionals. Caters to sales teams Designed for small businesses Form predictions based on past and present data/trends Use AI to generate content in the form of text, images, videos, etc. Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Manually or automatically assign leads to sales reps Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads It gives you a centralized place to track, update, and collaborate on leads efficiently. Some reviewers find it easy to add, organize, and share lead information, enjoy integrations like Zapier with Rocket Reach, and value the customizable boards for their workflow. Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Automate workflows and trigger campaigns based on customer actions Manage the process of planning and scheduling meetings, including agenda creation Access software remotely via mobile devices Access the system via a mobile application Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Track all opportunities for potential sales and convert them into recurring revenue Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Arrange tasks based on the level of priority or urgency Plan and coordinate all the resources, costs and time needed to execute assignments Monitor the progress of projects from start to finish Generate quotes or estimates for customers Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns This aspect helps you generate customizable reports, track metrics, and visualize progress with dashboards. Reviewers indicate it’s intuitive and visually appealing, though some wish for deeper data, easier exporting, and more out-of-the-box metrics without manual setup. Define, track, and/or automate sales activities and sales processes Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Process of training new hires by providing them with sales tools and knowledge needed to complete the job With this capability, you can visualize and customize your sales process, track leads from pitch to close, and automate workflows. Reviewers appreciate the clear structure, ease of use, helpful automations, and integration options, though some mention missing Gmail email tracking. Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Monday CRM offers a straightforward way to assign, track, and color-code tasks, keeping teams organized and updated. Users think it’s simple to follow progress, supports remote collaboration, and integrates well with project management, though mobile performance could improve. Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Track and interpret metrics on the usage of company resources Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (460) 4.5 Based on 460 reviews ## Pricing Value for money 4.5 (401) Free Trial [View pricing plan details](https://www.capterra.com/p/245800/Monday-CRM/pricing/) Basic $12.00 Per User,Per Month It includes: - Customizable pipelines - Unlimited contacts - Unlimited boards - Templates - iOS & Android app - Create a dashboard based on 1 board Standard $17.00 Per User,Per Month It includes: - Advanced account, contact, & deal management - 2-way email integration with Gmail and Outlook - Activity management - Quotes & invoices - Merge duplicate data - Custom CRM automations (250 actions per month) - Custom CRM integrations (250 actions per month) - Create a dashboard that combines 5 boards - AI email generator Pro $28.00 Per User,Per Month It includes: - Sales forecasting - Email tracking & automations - Google Calendar sync - Sales analytics - Customizable email signatures - Custom CRM automations (25,000 actions per month) - Custom CRM integrations (25,000 actions per month) - Create a dashboard that combines 10 boards - Email templates with custom parameters - Mass emails - HTML editor for mass email - Mass email tracking Value for money 4.5 (401) 4.5 Based on 401 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/) 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. ## Support, customer service and training options Customer Service 4.6 (384) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (384) 4.6 Based on 384 reviews ## User reviews Overall rating 4.7 Based on 462 reviews Filter by rating 5(337) 4(113) 3(7) 2(5) 1(0) Mentioned topic Sorted by most recent PK Patrick K. Vice President at JPK and Associates, Inc. Construction ### " my monday CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 17, 2026 A massive boost in motivation to track my sales. The tool makes client management almost playful, which prevents me from letting my follow-ups drag and directly boosts my commercial efficiency. Pros I have tested several customer relationship management tools, but this one really stands out for its colorful and ultra-visual approach. What I love is how easily I can design my sales pipelines. I can see in a flash where my prospects stand thanks to interactive status buttons ("To follow up", "In negotiation", "Won"). The internal automations are childishly simple to set up: for example, as soon as a contract changes status, an automatic email is sent or a task is created for my team. Cons Although the tool is extremely appealing at first, the pricing structure can quickly become prohibitive for a small structure as you add more collaborators. I have also noticed that when you start handling data tables containing hundreds of rows of contacts, the display tends to slow down slightly on standard web browsers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. OP Onuora P. Sales representative Automotive ### "monday CRM Makes Client Management Simple" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 8, 2026 Overall, it’s been a big upgrade for how I manage clients and projects. The interface is clean and intuitive, and I can keep everyone in the loop without switching tools. It’s especially helpful when you’re juggling multiple stakeholders or managing different stages of a project within your CRM. I’d definitely recommend it to anyone who wants more visibility and control over their customer journey. Pros I love how easy it is to track leads, deals, and follow‑ups in one place while still keeping everything tied to my projects. The visual boards and simple drag‑and‑drop make it quick to update statuses, assign tasks, and see who’s responsible for what. It feels like a CRM that was built for people who care about workflow, not just sales numbers. Cons Sometimes the setup can feel a bit “blank canvas” if you don’t know exactly how you want to structure your pipeline. It takes a little time to design your perfect view, but once it’s done everything flows smoothly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AR Anais R. COO Marketing and Advertising ### "Flexibility for the Win!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 28, 2026 Overall, it’s been a really valuable tool for organizing work and improving visibility across teams. 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, once it’s set up properly it becomes a strong system that supports day-to-day operations and team collaboration. Pros The flexibility is the biggest strength. You can customize boards, workflows, and automations to fit almost any process, which makes it really adaptable for different teams. The interface is also very visual and intuitive, so it’s easy for teams to adopt and understand quickly. Integrations and automation capabilities help reduce manual work and keep things moving efficiently. Cons Some of the more advanced features can be hard to set up without trial and error, especially when it comes to automations, dependencies, and more complex workflows. There are also limitations in certain areas that require workarounds, which can be frustrating. Reporting and dashboards can feel a bit limited unless you invest extra time building them out. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Reasons for choosing monday CRM I already have Monday for work management Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Ashley N. Founder, Marketing and Operations Specialist Marketing and Advertising ### "A great product to grow with" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 23, 2026 I am building out a monday CRM account for the first time using the preset workspace, but am running into some key areas that I will need to work on further for it to work for a certain use case. Pros The core monday user interface and clean workspace set ups are always key to why I like the platform so much. Having the Leads, Contacts, and Accounts are great levels to view. Cons A few of the preset functionalities have a few gaps. (When mporting leads from another platform, the creation log cannot backlog the original data, making it difficult to move forward using that feature). A few other areas that didn't work well for me initially (clicking the create contact button removed the lead from that board, but I would like to be able to see an all time number of leads for tracking and reporting). Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Virtual assistant Writing and Editing ### "Still a Great Platform to Keep Everything in One Place!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 22, 2026 Once you get past the initial setup and figure out how you want things organized, it runs pretty smoothly. Pros Monday integrates with tools I already use, like Gmail and Slack, so it fits right into my workflow without a lot of extra steps. The platform keeps getting updated, which is always a good sign. Cons Some of the features you'd expect to just be there are locked behind higher pricing tiers, which adds up fast depending on how many people are using it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LM Leanne M. Event Specialist Construction ### "Great Project Management Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 21, 2026 Time saving, really helpful for process management and adding the special steps and follow ups into a process that make a big difference. Pros Monday.com has automations and AI that cut down on the bureaucracy within project management. It save time and cuts out human error or missed steps. Cons i would like there to be more templates and Use cases. If you can imagine it, you can do it but sometimes you need some inspiration to start with. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SE Sandy E. Office Administrator Financial Services ### "CRM - molded to our own unique shape!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 20, 2026 Overall, it's the best I have seen for "any business" use. It is customizable like all things Monday.com, which is why I love Monday. Instead of fitting a square peg into a circular hole, we get to mold it to our unique shape! Pros I love that it links and works seamlessly with Monday.com's work management platform, so we can very easily convert leads that are won over to project management seamlessly! Cons 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 easier to add standard columns. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) We were growing too big for Hubspot's free plan, and their paid plan was so much money that we decided to shop around. Alternatives considered [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/) [Trello](https://www.capterra.com/p/211559/Trello/) [Slack](https://www.capterra.com/p/135003/Slack/) [ClickUp](https://www.capterra.com/p/158833/ClickUp/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reasons for choosing monday CRM Seamlessness & customizability to be sure! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SC Starla C. Project Manager Market Research ### "Excellence in Adaptation" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 I love monday CRM, I have used it for over 3 years and have found that it is the best platform to track and automate all that I do. The fact that it is able to grow and change at the same pace my work does, it an incredible benefit. Pros I appreciate that monday CRM is customizable with a friendly user interface. Many CRM platforms feel too rigid and don't allow for near as much adaptation as needed when scaling from its original purpose. 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. Cons monday CRM is incredibly customizable, which is a fantastic feature for scaling and personizing your processes. However, that level of customization, can feel overwhelming and like it comes with confusing guardrails. This can lead to initial frustration in setting up processes, and a long onboarding timeframe. Also the ability to have boards that allow you to track multiple levels of subitems currently feel very limiting as a feature. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SG Simran G. Senior Client Success Manager Real Estate ### "Plug & Play for a CRM, and it's the one you never knew you needed." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 So easy to use and definitely the system we didn't know we needed but are ever grateful we picked up and implemented! From start to finish we've slowly started bringing over our departments onto CRM - starting with customer success into sales & services and now events, it's honestly changed the way we operate our business and given us the chance to create visibility in areas that were siloed previously and allow us to join the dots up together much cleaner. Pros 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 doesn't often feel easy to do with CRM systems. Bringing it into play loads in default boards into your workspace so you can hit the ground running - but can also still copy and move existing boards from work management across should you still need them too. The way the preset boards work mean automations and functionality is already set up for you so you don't have to spend any time trying to change the configuration or making the boards 'talk' to one another as connect columns are already added in. Huge added bonus is the monday.com app and the way crm works on there - tap onto contacts phone numbers to call them straight away and then use the app to summarise your calls and notes in one place without it requiring any additional laptops or devices to do the job. The dashboards and reporting side of it vs work management also takes an upgrade by adding in gauge widgets and funnels to showcase conversion, which definitely helps to highlight your deals more clearly to anyone who needs to know. Mass emailing is probably the biggest cherry on top - where you can create templated emails to send out to your leads/contacts at any point just through bulk select, still be able to pull in personalisation columns and make sure that each contact will only see the email was sent to them only. Combine that with sequences, and you've got yourself full comms communication with your contacts and accounts without needing to open outlook or gmail separately, and you can still view all the emails in overview widget (emails & activities which feels like it takes a huge upgrade in crm), and track meetings etc in the activities board so team leads and managers can keep an eye on workload and team capacity in a way that's meaningful to sales/customer success teams. There's plenty to highlight in more detail including the quotes/invoices template too which saves us on a daily basis and is much easier to track than how we used to in work management! Cons The recent change that's been made to reduce how many contacts can be mass emailed since bringing in monday campaigns was a bit of a downside for us, however we still have workarounds with sequences, and if anything - means we streamline our comms to be more effective and targeted rather than blanket emails. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing monday CRM Hubspot felt incredibly expensive in comparison to monday.com, and where we were already using work management, we wanted to keep our techstack low and explore what else monday had to offer so there wasn't a need to create too much work to be able to use the system and have a crm that was ready to be used. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Desiree M. Founder Information Technology and Services ### "mondayCRM Feedback" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 Overall, I love it and recommend it for most companies that are starting with monday.com The email functionality that it adds is great! Pros Easy setup for basic configurations, the templated boards get you up and running quickly without needing to build from scratch, which is great for teams that want to hit the ground running. Mass email - You can select all the contacts you need and send a single email that pulls in personalized data directly from the board. Email tracking gives you visibility into when recipients open and click, which is great. Native integration with both Google and Outlook makes it easy. Workflow and automation capabilities let you build out repeatable processes, from lead assignment to follow-up sequences to stage progression. Cons If you have one contact tied to multiple deals, the email history surfaces across all related deals. 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 to track deal-specific communication. It makes it harder to keep conversations cleanly scoped to the deal they actually belong to. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/245800/Monday-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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