--- title: "monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is monday CRM the right Small Business CRM solution for you? Explore 467 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/245800/Monday-CRM/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- monday CRM 4.7 (467) [View alternatives](https://www.capterra.com/p/245800/Monday-CRM/alternatives/) 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 October 19th, 2026 # Reviews of monday CRM Ease of use 4.7 Customer Service 4.6 ## Pros and Cons in Reviews SG Simran G Senior Client Success ManagerReal Estate, 11 - 50 employeesUsed the software for: 1-2 years. “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.“ April 20, 2026 Ashley N Founder, Marketing and Operations SpecialistMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “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).“ April 23, 2026 AR Anais R COOMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ April 28, 2026 DM Desiree M FounderInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ April 20, 2026 SC Starla C Project ManagerMarket Research, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ April 20, 2026 SC Starla C Project ManagerMarket Research, 2 - 10 employeesUsed the software for: More than 2 years. “Also the ability to have boards that allow you to track multiple levels of subitems currently feel very limiting as a feature.“ April 20, 2026 PK Patrick K Vice President at JPK and Associates, Inc.Construction, 11 - 50 employeesUsed the software for: More than 2 years. “I can see in a flash where my prospects stand thanks to interactive status buttons ("To follow up", "In negotiation", "Won").“ May 17, 2026 SE Sandy E Office AdministratorFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years. “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.“ April 20, 2026 ## Showing most helpful reviews Showing 1-25 of 467 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Douglas N. Diretor Staffing and Recruiting Used the software for: Less than 6 months ### "Intuitive and highly customizable CRM for sales teams" August 4, 2026 4.0 Pros monday CRM offers a modern, intuitive interface that simplifies the organization of leads, opportunities, and sales activities. The platform allows users to create custom workflows, automate repetitive tasks, and track team performance via visual dashboards. Integration with other tools and flexible configuration options make the system suitable for businesses of all sizes. Cons Some more advanced features are available only on higher-tier plans, which can increase costs as the company grows. Additionally, due to the high level of customization, the initial setup may require some time to fully leverage the platform's potential. 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 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 TG Teal G. Senior Director Financial Services Used the software for: 2+ years ### "Great product and easy to use! " July 29, 2025 4.0 Pros Easy to use and set up. Out of the box templates and workflows are incredibly helpful. Easy to tailor to meet small or large needs. Cons Some relationships that come preset are a bit hard to undo to tailor to specialized needs. Sometimes an automation breaks when someone leaves the company. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing monday CRM Liked the Monday features better and our team felt it was easier to use. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Cost and ease of implementation. We could manage Monday without as much vendor support Review Source YP Yolanda P. Marketing Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Great and easy software to use" July 29, 2025 5.0 Overall, my experience with Monday.com has been great. I was able to test out the features quickly to see if it could work with our team. Pros \- Ease of use - Quick setup and onboarding - Love that you can test most features before committing. - Can be modified for a specific use-case Cons \- caps on emails that can be sent out (only 500 at a time) - would love more native integrations with other tools. - no text features included - limited marketing functions Alternatives considered [Givebutter](https://www.capterra.com/p/172048/Givebutter/) Reason for choosing monday CRM Ease of use, value for the price, pricing flexibility, and access to features before purchasing allowed me to show the team how it can be used and helped secure buy-in. 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 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 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 VR Verified Reviewer Operations manager Health, Wellness and Fitness Used the software for: 1-2 years ### "Very Useful team software " August 4, 2026 4.0 Pros Product is amazing for teams! It will keep everyone connected and communication open. Integrations are plenty so it works great with any other software you may use! Cons I wish it has a paid version/option for individuals. I am self employed and would use it if I didn't have to pay for a minimum of 3 seats Review Source MP Marlon P. Owner Banking Used the software for: Less than 6 months ### "Mr - Owner" July 30, 2025 5.0 So far it has been very positive as I am still learning the whole landscape and what the CRM is capable of Pros The simple visual aspect and the ease of use as well as the automations. I am still yet to link up my email, however this will be a huge benefit Cons The cost - I can't purchase 1 seat as I am a solo operator. I want a simple to do list which i cant easily find. Alternatives considered [ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing monday CRM Had more third party integrations and better automation/AI use 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 SR Sundar R. Consultant Finance HR and Legal Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Powerful, Flexible Platform That Streamlines Workflows" July 30, 2025 5.0 Overall, my experience with Monday.com has been very good. It’s a powerful and easy-to-use platform that has helped streamline our workflows and improve visibility across tasks. The CRM module, in particular, has been very useful. While there was some overlap with other modules like Work Management, once streamlined, the platform delivers great value and efficiency. Pros Monday.com is incredibly flexible and user-friendly. The CRM module alone covers a wide range of needs — from task tracking to client communication — and the visual interface makes team collaboration easy and clear. Cons Some modules like Work Management and CRM have overlapping features, which can lead to redundant subscriptions and unnecessary costs. It would be great if Monday.com offered clearer guidance or bundling for similar-use cases to avoid overpaying. Review Source VR Verified Reviewer Assistant Child Day Care Services Used the software for: Less than 6 months ### "CRM- The Time Saving/Efficiency Tool!" July 29, 2025 5.0 I am so happy to have access to CRM. It allows me to efficiently complete my daily tasks without having to manually add things into the system, individually email my clients, etc. Pros Allows me to send mass emails, which in turn saves me a lot of time. In addition, I can see who opened my emails- which was always an issue when I didn't have CRM. CRM allows us to merge duplicate data that may have been put in by different team members. Before CRM, we had duplicates and manually had to merge them. Cons I believe that the only con is the cost. If the cost were to be lower, it would have been even better! Review Source PL Patti L. Manager Renewables & Environment Used the software for: 1-2 years ### "Great CRM and easy to use" August 15, 2025 5.0 We were able to manage our leads and create reports very quickly. Customer suppoet was always easy to use and work with. It is much easier to use than most CRMs out there and value of money saved vs others was outstanding. Pros Easy to use and move around without any issues. We were able to locate all information vert quickly. Cons We had no issues with it. We would highly recommend it to anyone. I have used multiple CRMs in the last few years and this was the quickest to learn We have NO Cons for this one. Review Source ZO Zachary O. Broker Real Estate Used the software for: Less than 6 months ### "Gold Standard CRM " July 29, 2025 5.0 Great! Highly recommend to all! Great for just starting out and small teams to larger bigger operations. Pros Easy to use, really like all the features, automation, collaborating with team members and sequences. I really enjoy creating SOP's through Monday and can track KPI's of employees and where leads originated. Cons It's not cheap, but you get what you pay for. There's a little learning curve if you've never used workflow process before but plenty of help online, through templates, and customer support. Review Source PB Paul B. Customer Experience Manager Sports Used the software for: 2+ years ### "I enjoy and benefit from Monday.com CRM, an efficient cloud based tool." May 16, 2025 5.0 I am satisfied, as it does its job well. Since I am not the head person in charge, all I can comment is that it works pretty well for me as a final user. Pros Fast project track and management, simple automations and versatile reminders, effective board and account wide search everything. Cons The formatting feature, sometimes is buggy, when you switch from one format type and the other. A minor one you can live with. 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 LT Luke T. Manager Computer Software Used the software for: 2+ years ### "Great marketing product" July 29, 2025 5.0 A powerful tool that helps our team collaborate, stay organized, and get things done more efficiently. Pros It keeps our team organized, improves workflow, and makes it easy to track progress across projects. Cons It. takes time to set up workflows and can feel a bit complex for new users without clear guidance. Review Source IL Ismael L. Marketing Mgr Marketing and Advertising Used the software for: 6-12 months ### "Pretty Easy for a Monday" July 29, 2025 5.0 overall easy to navigate and allows the team to communicate in one space as opposed to sifting through emails or other platforms Pros there's a simple intuitive nature to it that doesn't require a long learning curve unlike other CRM systems Cons it can easily get a a bit much with the ability to create more and more tasks and if the team isn't properly trained it can turn into too many tasks Review Source TC Tara C. Owner Marketing and Advertising Used the software for: Less than 6 months ### "Love Monday CRM" July 29, 2025 5.0 It’s very helpful with allowing my partner and I to update each other on our clients without having to meet as often. We can catch us with who the other is speaking to in real time Pros It allows us to keep track of our clients and as a small business this is very important as it’s just the 2 of us. Cons So far we have not disliked anything. It’s user friendly but there are a lot of different areas that a tutorial video would be helpful when fist navigating the website Review Source Natalia Isabel R. Customer Management Logistics and Supply Chain Used the software for: 6-12 months ### "A very good CRM application for its price" February 6, 2025 4.0 Very good, it hasn't been the first CRM-type application I've used, but I like it in terms of cost-benefit ratio. We get a lot of use out of it in the company; it allows us to have control and care for each of our clients in the best way Pros A compact and complete application that will allow you to centralize your company's information. It lets you organize client contacts and related information, so you can create a work plan for those potential clients Cons Its price and the learning curve—if you're not used to or haven't used CRM program interfaces—can be a bit complicated at first, but after that, it becomes easier and more natural 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 VR Verified Reviewer Brand and Product marketing lead Real Estate Used the software for: 6-12 months ### "We used this for project management and experience was good" November 28, 2024 5.0 we have used the Monday CRM in my past organization and we used this for project management and operations work, i like the best about it is that monday crm gives you details dashboard report for your whole team and you can do the analysis from that and manage the work easily. overall experience was good Pros The Monday CRM has covered almost all the features which are necessary for project management work, we used this for our company in the past to manage the project operations and experience was good Cons There are too many features sometimes it looks cluttered and confused where to go and what to do and UI is also confusive Review Source Similar Products Featured ## 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.