# 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/p/245800/Monday-CRM/

---

# 

 monday CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on July 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[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

Overall rating

Based on 463 user reviews

Reviews sentiment

Positive

97%

Neutral

2%

Negative

1%

Pros & cons

Intuitive and accessible platform

Highly adaptable workflow customization

Costly 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...

## monday CRM alternatives

Highest Rated

[4.7 (738)](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

[4.3 (6,983)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.2 (1,316)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

[4.5 (4,474)](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

[Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/)

[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 helps teams eliminate scattered lead tracking, unclear task ownership, manual follow-ups, and poor visibility across projects, sales pipelines, and client work. Sales, operations, agencies, project managers, and small business teams use it to centralize information, automate status updates, coordinate handoffs, and keep nothing from falling through the cracks.

Answer based on 311 reviews

Overview

### Which roles and teams benefit most from monday CRM?

monday CRM benefits sales teams, business development managers, and account managers that need to track leads, manage pipelines, and follow up consistently. Executives, founders, and owners use dashboards for visibility into revenue and team activity, while project, operations, and office managers coordinate workflows, handoffs, and customer-related tasks.

Answer based on 452 reviews

Overview

### What company size and industries is monday CRM built for?

monday CRM is built primarily for small businesses, which make up 91% of reviewers, with Marketing and Advertising leading at 14%. It also serves midsize businesses at 4% and enterprises at 5%, with additional adoption in Information Technology and Services at 8% and Real Estate at 7%.

Answer based on 463 reviews

Features and Usability

### What are the key features of monday CRM?

monday CRM includes core sales features like contact management, lead management, pipeline management, and deal tracking, plus differentiators such as customizable boards, workflow automation, and email integration. Reviewers also frequently mention dashboards, task management, reminders, and templates for managing sales processes, follow-ups, and cross-team collaboration.

Answer based on 213 reviews

Pricing

### How much does it cost and what fees or limitations are included?

monday CRM starts at $12/user/month for Basic, with Standard at 17 and Pro at 28, plus a free trial. Reviewers often call Basic a good value and like not paying per client, but small teams say costs rise quickly with more users and advanced features, while Basic can feel limited.

Answer based on 79 reviews

Integrations

### Which third-party tools and platforms does monday CRM integrate with?

monday CRM integrates with Gmail, Microsoft Excel, Mailchimp, Microsoft Outlook, Slack, Google Calendar, Google Drive, and Microsoft Teams. It supports over 20 integrations overall, with additional connections in its catalog including Dropbox, LinkedIn for Business, Salesforce Foundation, HubSpot CRM, PandaDoc, Aircall, and OneDrive.

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 quick to onboard for many teams, with in-person training, live online sessions, webinars, documentation, and videos available. Reviewers say nontechnical users and client-facing teams often get started fast, while admins, larger organizations, and users new to CRM may need more time to learn setup, linking, and advanced features.

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 fast, helpful, and patient, with many issues resolved quickly. Some reviewers, however, report inconsistent help on complex integrations, occasional delays, and a learning curve that can make assistance feel less personal.

Answer based on 106 reviews

Ease of use

### How easy is monday CRM to use?

monday CRM feels easy to use for most teams because the visual layout, shared boards, and simple workflows make daily work clear. Sales, operations, and small business users often learn it quickly, though some mention an initial learning curve, occasional confusion with advanced features, and slowdowns on busy boards.

Answer based on 213 reviews

## Who uses monday CRM?

Based on Capterra reviews from the past 4 years

Talk to a software expert

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tailored to your business needs

Company size

Based on 118 reviews

100%

75%

50%

25%

Smallbusiness

Midsizebusinesses

Enterprise

Top job functions

Based on 118 reviews

Administrative

28%

Administrative

28%

Sales & Business Development

20%

Marketing

16%

IT & Software Development

7%

Others

28%

Top industries

Based on 118 reviews

Marketing and Advertising

31%

Information Technology and Services

20%

Construction

18%

Real Estate

18%

Other

13%

## Pros and Cons

Intuitive and accessible platform

93% positive reviews out of 188

Most reviewers describe ease of use as enabling quick onboarding, smooth collaboration, and efficient workflow management.

Valerie R.

Northwest Regional Manager, 51 - 200 employees.

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

Costly for small teams

39% negative reviews out of 57

Some users report pricing is high, with limited basic plans and added costs for more users or features.

Highly adaptable workflow customization

96% positive reviews out of 49

Most users report customization options allow easy tailoring of templates, dashboards, and layouts to specific business needs.

Comprehensive project organization tools

97% positive reviews out of 34

Most reviewers indicate project tracking enables seamless task management, clear progress visibility, and improved team coordination.

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

AI summary

Based on 14,670 CRM reviews

Capterra data shows that buyers of CRM software rank the following features as their top priorities:

-   **Contact Management** (**44%** of reviewers rated this feature as critical)
-   **Sales Pipeline Management** (**43%**)
-   **Lead Management** (**44%**)

monday CRM supports all three features that reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales cycle, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into sales activity, and close opportunities with greater consistency.

Contact Management

4.5 (129)

67.44% of 129 reviewers that rated this feature as important or highly important

This aspect helps you store, organize, and access client details and communication history in one place. Reviewers appreciate the ease of linking contacts to projects, automation options, and integration with other CRMs, but some mention importing contacts could be smoother.

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 clearly visualize and customize your sales process, track leads, and automate workflows. Reviewers appreciate the intuitive interface, strong visualizations, and time-saving automations, though some mention missing Gmail email tracking integration.

Lead Capture

4.4 (58)

67.24% of 58 reviewers that rated this feature as important or highly important

Automatically identify and save contact information of potential customers

Data Import/Export

4.2 (41)

65.85% of 41 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

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 organize tasks for individuals and teams. Users think it keeps everyone aligned, improves workflow visibility, and makes delegation simple, with color coding and remote collaboration frequently praised.

Lead Management

4.6 (120)

65.00% of 120 reviewers that rated this feature as important or highly important

It gives you a centralized space to organize, track, and share lead information. Reviewers indicate it’s easy to manage, customize, and collaborate on leads, and value integrations like Zapier with Rocket Reach for efficient lead capture and follow-up.

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 AI models, 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.

This aspect helps you store, organize, and access client details and communication history in one place. Reviewers appreciate the ease of linking contacts to projects, automation options, and integration with other CRMs, but some mention importing contacts could be smoother.

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 space to organize, track, and share lead information. Reviewers indicate it’s easy to manage, customize, and collaborate on leads, and value integrations like Zapier with Rocket Reach for efficient lead capture and follow-up.

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

You benefit from customizable dashboards and visual reports that help you monitor sales performance and forecast outcomes. Some reviewers find the reports easy to create and visually appealing, though a few note setup can be time-consuming and integrations occasionally lag.

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 clearly visualize and customize your sales process, track leads, and automate workflows. Reviewers appreciate the intuitive interface, strong visualizations, and time-saving automations, though some mention missing Gmail email tracking integration.

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 organize tasks for individuals and teams. Users think it keeps everyone aligned, improves workflow visibility, and makes delegation simple, with color coding and remote collaboration frequently praised.

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 (461)

4.5

Based on 461 reviews

## Pricing

Value for money

4.5 (402)

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

Enterprise

Custom Quote Available

It includes:

-   Lead Scoring
-   Mandatory Fields
-   Team Goals
-   Advanced Analytics (Up to 50 Dashboards)
-   Account Management
-   Documents For Sales
-   Enterprise-Scale Automations & Integrations
-   Enterprise-Grade Security & Governance
-   Multi-Level Permissions
-   HIPAA Compliance

Value for money

4.5 (402)

4.5

Based on 402 reviews

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Slack](https://www.capterra.com/p/135003/Slack/)[

Dropbox](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 (385)

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 (385)

4.6

Based on 385 reviews

## User reviews

Overall rating

4.7

Based on 463 reviews

Filter by rating

5(337)

4(113)

3(8)

2(5)

1(0)

Mentioned topic

Sorted by most recent

Rian M.

Founder

Marketing and Advertising

### "Best CRM Tool "

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

July 1, 2026

My overall experience with Monday CRM has been very pleasant. When i first started using it, we were struggling to learn it. However of the years they made it more easier to onboard.

Pros

I really love the UI and UX of the platform. I also appreciate that the team behind monday CRM is constantly evolving and improving the product with new features. It's been a refreshing change compared to HubSpot.

Cons

It's definitely a learning curve when we first started using it. It still is for some of our hires. However, when they're past that learning curve.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

RR

Rhonda R.

Director

Education Management

### "Not for Me"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

4.0

4.0

Customer Service

2.0

2.0

Likelihood to Recommend

1/10

June 17, 2026

Not great, really ... I am not sure that I gave it a lot of opportunity to show off its best traits. I just didn't like the user experience.

Pros

It has a lot of potential, and I think it might be good for big projects. I am not sure what else to say though.

Cons

Clunky and disjointed, and it just wasn't steamlined in the way I had hoped it would be, especially for a paid product.

Switched from

[Slack](https://www.capterra.com/p/135003/Slack/)

Requested by team, so we gave it a trial of 6 months.

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.

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AN

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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

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