# monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is monday CRM the right CRM solution for you? Explore 463 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/245800/Monday-CRM/reviews/ --- monday CRM 4.7 (463) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated July 21st, 2026 # Reviews of monday CRM Ease of use 4.7 Customer Service 4.6 ## Pros and Cons in Reviews 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." ## Showing most helpful reviews Showing 1-25 of 463 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ashley N. Founder, Marketing and Operations Specialist Marketing and Advertising Used the software for: Less than 6 months ### "A great product to grow with" April 23, 2026 4.0 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 JC Joe C. Business Development Real Estate Used the software for: Less than 6 months ### "Monday Review" July 29, 2025 4.0 Over all it is a pretty solid CRM. Huge step up from our last CRM, especially with the ability to speak with someone and get help walking through an issue. Pros Sequencing/Mass email have been a huge help and the ability to have different views from other users has been very useful. Cons Easy to corrupt all files when not all are formatted the same. Had an issue where we lost all of our uploaded contacts and had to start over. Review Source LJ Liam J. Inside sales and account manager Construction Used the software for: 6-12 months ### "Liams Review" July 29, 2025 3.0 Working with Monday CRM has made managing our sales pipeline and shipment coordination far more efficient. I appreciate how customizable the boards are—I’ve tailored them to track shipments, customer communications, and internal tasks across our 14 independent entities. Automations save tons of time, and the visual layout makes it easy to spot delays or updates at a glance. Integrating forms and syncing with email has helped streamline communication across our teams. While there’s a learning curve for more complex workflows, once it’s set up, it runs smoothly. It’s become an essential tool in our day-to-day operations. Pros Monday CRM is a flexible, user-friendly customer relationship management tool built on the Monday.com platform. It offers a visually appealing interface with customizable pipelines, automations, and integrations that simplify tracking leads, sales activities, and client communications. Its drag-and-drop functionality and prebuilt templates make it accessible even for non-technical users. The real-time collaboration tools and dashboard views are great for teams, though it may lack some advanced features found in more specialized CRMs. Overall, Monday CRM is ideal for small to mid-sized businesses looking for an intuitive, all-in-one solution to manage customer relationships and streamline sales workflows. Cons the same spreadsheet look for every single thing. I liked sales force because it was easy to get from group to group Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Need a new outlook on our current strategies Review Source OP Onuora P. Sales representative Automotive Used the software for: 2+ years ### "monday CRM Makes Client Management Simple" May 8, 2026 5.0 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 YS Yitzy S. Founder Marketing and Advertising Used the software for: 6-12 months ### "Great Software for Video Production Company" July 29, 2025 5.0 Im very satisfied. Pros You have everything in one place. Great value add to our business. The customer support is terrific and the user interface works really well. Cons very happy with monday, I dont like the fact that i need to pay seperatelty for CRM and OPerations, would of been great to have both under one plan Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[Notion](https://www.capterra.com/p/186596/Notion/) Was to complicated for me, needed to have it a bit more simple Review Source jS jen S. admin Transportation/Trucking/Railroad Used the software for: 6-12 months ### "my opinion" July 29, 2025 3.0 user-friendly interface, customizable workflows, enhance team clarity and accountability. But its a learning curve for sure Pros its intuitive and visually appealing interface, making it easy to navigate and manage projects so easily Cons relatively high cost, especially for smaller company like ours, and a potentially steep learning curve Alternatives considered [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing monday CRM company chose it when i arrived here. Started to use it since 2024 Review Source BC Brandi C. Business Development Manager Apparel & Fashion Used the software for: Less than 6 months ### "EMP Apparel Approved!" July 29, 2025 3.0 Overall, I enjoy this CRM. I am working on getting it functional so that my entire team can access the jobs and view the necessary files. Pros Monday CRM has a ton of functionality, I specifically like that there are automations and integrations. Cons There are almost TOO many options when it comes to automations. Sometimes it's very overwhelming to try and navigate because everything is talking to each other. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing monday CRM They didn't get back to me in time, Monday did Review Source KR Kurt R. Owner Insurance Used the software for: I used a free trial ### "Great product, but a bit pricey." June 5, 2025 4.0 I really liked Monday crm, it was a good program and were my finances different, I may have chose to go with it. Pros Monday was a really complete system that had everything I needed for my business. It was easy to set up. Cons It is relatively expensive for what it offered and the expense was too great for my business at the time. Alternatives considered [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) Reason for choosing monday CRM I chose to test this product first as it seemed like a more appropriate tool for my business Review Source DH Danny H. Estimator Construction Used the software for: Less than 6 months ### "Very functional, easy to use." July 29, 2025 4.0 It's been great, I've tried a number of CRM's before landing on Monday, and have been very satisfied. Pros It is visually stimulating, easy to use and pretty good at personalizing. The work flow is great, and it's easy to share information between users. Cons I would like to be able to personalize more of it. Not all fields are able to be retitled or identified in a manner specific to my industry and needs. Alternatives considered [Airtable](https://www.capterra.com/p/146652/Airtable/) Reason for choosing monday CRM There were others, but it came down to Airtable and Monday. Monday was the most functional and fit our needs more. Review Source DM Desiree M. Founder Information Technology and Services Used the software for: 2+ years ### "mondayCRM Feedback" April 20, 2026 5.0 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 PD Pat D. Sr. Director, Finance Hospital & Health Care Used the software for: 1-2 years ### "Monday.com elevated your company's transparency and collaboration" April 23, 2025 5.0 Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking super simple. Pros Monday makes project management and collaboration a breeze. So easy to work in a remote environment and inform other teams of progress. Cons Monday is an expensive tool, so certainly a premium product to Asana but has more functionality so worth the money. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) This is a better tool, though more expensive but Asana was not doing it for us. Not enough technical improvements. Review Source CA Christina A. General Manager Construction Used the software for: 2+ years ### "So Convenient" December 3, 2021 5.0 Monday allowed us to input all useful data into one software. I am so grateful for it! Pros This software can be utilized in almost any facet imaginable. Want an interactive spreadsheet? Got it. Need to communicate with employees? Go ahead. Do you need the ability to upload and share vital documents, or maybe send sales or performance reports? Check! And it is self explanatory, no need for hours of toiling to get these things accomplished. Cons Monday was a game changer for me, it really brought us into the world if efficiency. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel did not allow for the reporting we needed, it was tedious and vague. Review Source SL Stephanie L. Tour Manager Leisure, Travel & Tourism Used the software for: 1-2 years ### "User friendly, great for task management and viewing large quantities of data" April 27, 2022 4.0 Pros We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place. Cons The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not logging. After spending nearly 7 months working with the customer service team and getting no where, we gave up. Unfortunately we can't count on this essential piece and unless they sort out the problems, it may be cause to look for other CRM software in the future as our business continues to grow. Another problem is the software will often freeze or not load. The only solution we've found is to wait till later to try again or sometimes opening a new browser will help. This has caused few major problems but a lot of headaches! The integration with MailChimp is currently pretty pointless for our needs. I wish they gave you other options for what you can do with that integration or let you customize the scenarios. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) ActiveCampaign was very clunky when it came to storing and accessing a lot of data that needed to be referenced on a daily basis. Had a lot of problems with their automations and inconsistencies in data being saves. Review Source DA Diane A. Consultant Mental Health Care Used the software for: Less than 6 months ### "A Flexible and Visual Platform That Needs a Few Tweaks to Be Truly Seamless" July 30, 2025 4.0 I really appreciate how intuitive and customizable Monday.com is. It’s helped our team stay organized across multiple initiatives—from strategic planning to coalition engagement. The visual layout makes it easy to see what’s in progress, what’s overdue, and who’s responsible. It’s especially helpful in a collaborative environment where tasks and timelines shift quickly. That said, there are a few areas where Monday.com could improve. For new users or volunteers, the platform can feel overwhelming at first. A more guided onboarding experience would be helpful. Also, while the automations are useful, they can be a bit rigid and require trial and error to get right. Some of the most helpful features—like advanced reporting or integrations—are locked behind higher pricing tiers, which can be a barrier for smaller teams or nonprofits. Overall, it’s a powerful tool that helps us move work forward—but with a few adjustments, it could become even more accessible and efficient for mission-driven teams Pros “I really like how intuitive Monday.com is for organizing projects and keeping everyone aligned. The visual layout makes it easy to track progress at a glance, and the ability to customize boards lets us tailor workflows to our needs—whether that’s tracking coalition tasks, grant timelines, or event planning. I also appreciate how it helps with accountability, because we can clearly see who’s doing what and when. Cons While Monday.com is powerful, for someone who is not techy it can be overwhelming at first, especially for people who aren't used to project management tools. I would simplify onboarding with templates and brief walkthroughs tailored to the team’s needs. Review Source PB Patrick B. Business Development Specialist Real Estate Used the software for: Less than 6 months ### "Brief Pros and Cons of monday" July 29, 2025 4.0 Overall i have had a good experience with monday, it helps me and my team stay organized and on the same page Pros It's very handy in the sense that we can have multiple tabs of dashboards that are all interconnected, it makes data entry and staying organized easy Cons 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 different word processor and copy and paste it into monday because I can't get it to look the way I want right in the CRM software. Review Source KT Ken T. Marketing Hospitality Used the software for: 6-12 months ### "A great option for teams that want a CRM with project management flair. Just be ready to spend a bit of time customising it to your flow." July 29, 2025 5.0 We've been using Monday.com CRM to manage our sales pipeline and team workflows, and overall it’s been a solid tool. It’s highly customisable, visually intuitive, and great for collaboration. 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 processes. Pros Super flexible board structure Great UI/UX for tracking leads and stages Automation and notifications are time-savers Easy to onboard new users Cons Reporting is decent but not as in-depth as traditional CRMs Can get cluttered if not regularly maintained Some CRM features still feel like workarounds, not native Review Source PB Paul B. Venue Manager Entertainment Used the software for: Less than 6 months ### "Hate Mondays, love Monday. (marketing team call me to use this)" August 1, 2025 5.0 its been positive. there should be more prompts to complete information in certain cells and better more appealing reports would be great for management meetings Pros simple to use, clear columns and layout. making changes to information is very easy and the email feature is incredibly helpful Cons data entry could be more intuitive. its positive, I would change the colouring and presentation of the information. it should look more visually enticing Review Source VK Veronika K. Administrator Accounting Used the software for: Less than 6 months ### "Monday Is Awesome" July 29, 2025 5.0 At first, I had trouble understanding what each tab was for since there was so many clustered in one space. Though, it took me only a week or so to fully get acustomed to the program Pros Its easy to use, colorful, engaging, and clean-cut. I appreciate the confetti and automated noises, its fun. Cons Its a bit cluttered, things are very close together and some things are difficult to access for my older coworkers. Review Source GW Giovanna W. Client Support Lead Market Research Used the software for: Less than 6 months ### "Monday is Efficient!" July 29, 2025 4.0 So far, Monday has been very helpful to my team. When one of us is out, it is easy to pick up where we left off. Pros It is easy to use. The workflow management is very helpful to my team. We are able to use a checklist to see what the next steps are. Cons At first glance, it is difficult to know where to start to set up. The tutorial videos are a little too fast. Review Source PD Patricia D. Office Manager Accounting Used the software for: Less than 6 months ### "Best CRM ever" July 29, 2025 5.0 Very interactive, simple enough for all users and the visual is very appealing. I would recommend to everyone. Pros Very easy to use and connect to our existing CRM. All our teams members have the same view and can make teh approxiate changes and updates Cons So far nothing but we only have been using it for over a month. Time will tell if need anything else Review Source VR Verified Reviewer Operations Manager Information Technology and Services Used the software for: 6-12 months ### "Monday CRM :Review" January 28, 2025 5.0 overall Monday CRM is great for integration for it's price range Pros it's super easy to use and set up compared to other CRMs I've used Cons feature differences between standard and pro arre too vast, there should be another price option with more than 250 actions but less than 25,000 Review Source FP Fernando P. Director of Projects Construction Used the software for: Less than 6 months ### "My experience after 3 months of use review" July 29, 2025 4.0 Good enough for the time that Im using it. To be honest Im using the 25% of it capabilities but for now its good enough. Pros The interactive screens with several types of graphs that allows high level visual understanding of the ongoing process Cons A lot of options that sometimes does not make any sense in the area that are located. Would be good to have more "minimalistic" menus. Review Source MB Michael B. Recruiter Real Estate Used the software for: 1-2 years ### "Monday CRM review" January 24, 2025 5.0 I used it to keep track of my clients. I used a different format for my texts and emails on a massive level. Pros It is very affordable compared to other CRM's Cons Could not use Monday on a massive scale. Example: sending 400 emails at a time. Review Source MK Musonda K. Customer service officer Airlines/Aviation Used the software for: Less than 6 months ### "Efficiency in CRM" February 8, 2025 5.0 Satisfactory, able to do what it says which works for me and my job Pros Was efficient to use and gave me more time to do other aspects of my job Cons Wasn’t too sure about it as I had not seen so many reviews on it. Review Source MJ Melissa J. Assistant General Counsel Hospital & Health Care Used the software for: 2+ years ### "Decent Product!" September 2, 2024 5.0 Overall, very pleasant and positive experience. Pros Easy to use, organize and filter data. Excellent for project and deliverable tracking but also great for just maintaining workflows. Cons There is a limit to how much data and/or columns and rows you can add to one monday board. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.