# Page 5 | monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is monday CRM the right CRM solution for you? Explore 453 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/245800/Monday-CRM/reviews/?page=5 --- monday CRM 4.7 (453) 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 March 13th, 2026 # Page 5 - Reviews of monday CRM ## Showing most helpful reviews Showing 101-125 of 453 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer SR Pipeline Manager Financial Services Used the software for: 6-12 months ### "The BEST CRM for anyone that is looking for function and ease of use" September 25, 2020 5.0 BESt company. \[SENSITIVE CONTENT HIDDEN\] was a great sales rep! Really got us a good deal and a good trial run. They work with you, great customer service. Good company good product, Woo hoo! Found one! Pros I really mean it. I love every feature about this. It is totally customizable, very functional for any industry, and super easy to use. There are templates already made, but i am sure they can customize anything. You can even make your own. Integrates with your calendar! Cons Really no downside. I wish I could only work in the CRM and it integrated with my mortgage LOS as well. Review Source VR Verified Reviewer Client Lead Marketing and Advertising Used the software for: 1-2 years ### "Outstanding CRM/PM tool for matrix organisations " April 5, 2024 5.0 Excellent Its a great tool to make your PM and AI driven work Pros 1\. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management Cons 1\. Expensive a bit 2. Turn around time for support is 3-5 days Review Source ES Emerald S. Founder Executive Office Used the software for: 2+ years ### "Monday Rocks as a Sales CRM" April 19, 2022 5.0 Pros I needed a simple way to keep track of our sales, from leads to closed or nurture. I am not a sales professional but as a small business, I had to quickly learn and implement a system to keep track of our sales process. Monday made it super simple with a template that I was able to customize for our company. Monday is a workhorse and well worth the cost if you take the time to learn it and customize it for your specific company process. Cons The hardest part as a small business owner is taking the time to watch the tutorials and learn the capabilities. However, if you take the time, Monday will reward you in saving time once the setup and implementation are complete. The sales CRM function is a small but vital part of all the things that Monday does to keep my company running smoothly. Review Source Mohammad Bilawal B. Field and Digital Marketing Manager Computer Software Used the software for: 6-12 months ### "Great project management tool within a CRM" December 16, 2021 5.0 It has been a great experience for us using monday.com. We have tracked all our projects on time using the tool, assigned tasks to one another and have open-ended conversations as it makes the visibility of getting the task done great. Pros Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI. The functions of the platform are very easy to use and keep everything managed, organised and tracked for all users. The integration has been very good of the tool with Hubspot and it comes at a very decent price. Cons I would say as there are many functions available within Monday.com which makes it difficult for big organisations with 1000s of people to use it properly. This makes the learning at the beginning hard as everyone needs to understand the tool in order to use it right. Review Source MM Matthew M. VP of Sales Retail Used the software for: 1-2 years ### "Keeping on sales team on track!" April 20, 2022 5.0 Monday.com allows us to create accurate sales forecasts, track leads and client communications as well as link appropriate documentation. Love how intuitive this platform is!! Pros This CRM is a great combination of project management and sales workspace. Highly intuitive and easy to read layouts and project timeline reminders make my days easier!! Cons Import mapping has given me some trouble. I wish there were visual notifications on the boards when customers respond to campaigns. Alternatives considered [Freshsales](https://www.capterra.com/p/155563/Freshsales/) Reason for choosing monday CRM Overall easy of use. Review Source JC Joel C. Project Manager Market Research Used the software for: 6-12 months ### "Simple and easy" April 26, 2022 4.0 Pros Simplicity. It's so easy to implement using templates and adapt to specific needs. Cons 1) Reliability. We've had issues (not at that frequent) where Monday.com has been down for a few hours and we've lost some productivity from that. However, the productivity it's added makes it still a net gain. 2) Dashboard features aren't fully baked. Date filters for example could be a lot simpler and faster to use. We also encountered a beta feature in the sales dashboard which was a good feature, but not possible to implement in it's current state. It took some workarounds to make things work, but overall was still pretty good. Review Source NW Neil W. Founder Computer Software Used the software for: 6-12 months ### "Gave me great visual insight into running my company!" April 25, 2022 5.0 It gave us a central location for sales/marketing and operations data and the tools to visualize results. Pros The ability to segment data and great visualization of that segmented data. Loved the ability to create custom dashboards. Cons I would love the ability to view the dashboards on our digital signage displays using a URL. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing monday CRM The ability to further customize the app without having to add a tremendous amount of "power ups". Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Monday had a broader offering and was more customizable. Review Source NG Nick G. Owner Marketing and Advertising Used the software for: 1-2 years ### "Monday, the best tool you don't know about." April 19, 2022 5.0 The power of this tools has allowed us to scale by keeping our growing team all moving in the same direction. We have taken Traction's Level 10 and build a version of their meeting format for our company. We then built a Now -3, Next-5, Later board for our project clients. Pros The automation and how we can take items from other boards and fit them all onto one board. Then when you or the client updates information it syncs across the boards. We use this for our Level 10 meetings and NNL to keep the team all moving in the same direction. Cons Cannot single out a row, we can only single out a column. Cannot do a lookup function i.e. go find this word and pull the data from this row. Switched from [Airtable](https://www.capterra.com/p/146652/Airtable/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) We started with HubSpot, then went to Airtable before finding Monday.com. Review Source Samuel B. Founder Marketing and Advertising Used the software for: 6-12 months ### "Would recommend to manage everything " July 27, 2021 5.0 We got more efficient because we can manage priorities and tasks more easily. Sections for leads helped our team see who had to contact clients. We also used it to work on social media content together. Pros Really liked the task management and the lead management. Super efficient with my team, easy to use and easy to implement. Liked the lead funnel to manage my prospection. Cons The fact that time tracking is in a pricier version. I would like to see an access to clients for certain boards i want to show them. Alternatives considered [Workzone](https://www.capterra.com/p/18542/Workzone/)[Trello](https://www.capterra.com/p/211559/Trello/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing monday CRM Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday! Review Source SW Sean W. CDO Construction Used the software for: 1-2 years ### "The Most Adaptable and Scalable CRM" April 28, 2022 4.0 Our overall experience has been positive from the sales team to the support team. Pros Low code is the way of the future and I all business software will soon be following suite. Cons The mobile app and overall large data performance are my least favorite items currently with the software. The mobile app is buggy and often has connection issues. Large amounts of data slow down the performance of boards and this issue is a big one for our company. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[JobNimbus](https://www.capterra.com/p/126797/JobNimbus/) Reason for choosing monday CRM Low code customization features. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) The ability to code our own customizations. Review Source MH Misti H. Bookkeeper/Admin Financial Services Used the software for: 1-2 years ### "Love Monday.com" April 19, 2022 5.0 We needed a central place for all of our leads to be. This has made follow up with leads, potential clients, and even keeping track of our onboarding process so easy, Pros I love the easy of the integrations and automations Cons More in-depth training videos would be great. Other than that I haven't found anything I do not like Reason for choosing monday CRM I loved the ability to customize your boards as you needed to, they are all customizable to what works for you and your team Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) We used Jetpack for our leads and our everyday client work. We switched to a different software for our everyday client work and we wanted something different for our sales team for follow ups Review Source DS Daniel S. Publishing Manager Non-Profit Organization Management Used the software for: 2+ years ### "My life is in Monday.com" April 19, 2022 5.0 I started using Monday.com about 5 years ago and never looked back. The more features they add the better this platform becomes. Great support. Pros Everything from the customer support to the ability to build API makes Monday.com my go to platform for project management and CRM as well as communication management. My co-workers laugh at how often I reference the things I track in Monday. Cons Conditional logic in the Form view would be helpful rather than having to use a third party app Alternatives considered [Airtable](https://www.capterra.com/p/146652/Airtable/) Review Source MP Molly P. Bicycle Valet Manager Environmental Services Used the software for: 6-12 months ### "Monday CRM Streamlines Everything" April 22, 2022 5.0 Pros We love how easy Monday CRM is to use. It keeps all our info in one place and on the same software as our project management - this eliminates delays, streamlines projects, and ensures we don't miss a single lead. We love that there is a quote/estimate feature built in and that we can keep track of our customers easily at a glance. It is also very flexible and we have customized to fit our business. Cons We really wish the quote feature was more intuitive and flexible! There aren't many options for customization and the end result is usually blurry that we send to customers. We continue to use it since it is so simple but would really like to see some changes there. We are happy to chat more about what we are looking for and how the quote process could be improved in our opinion! Review Source RC Roderic C. director of client accounts E-Learning Used the software for: 6-12 months ### "Monday gives a full picture of our pipeline1" April 27, 2022 5.0 Love the interface and the user-friendly board. We can basically create any type of board we need to fit our vision of expansion inside our company. Pros The easy setup and creation of different boards for our pipeline and future lead management. Easy to use and to track. Very user friendly even for our team that is not so user friendly with this type of software Cons Terms are sometimes difficult to understand, like sort... not sure what it does until we play around with it and realize that we can alphabetically sort our lead board... email integration is difficult with chrome. That is why we don't use it yet. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/) Reason for choosing monday CRM Easy to use and fits exactly our needs and the pricing is fair. Review Source KN Kaylee N. Project Manager Real Estate Used the software for: 1-2 years ### "Love how customizable Monday is!" April 19, 2022 5.0 It has been so helpful, especially as we are building our team. When it was just two of us, it worked well but now that there are three of us, it's crucial that we have it! Pros It's easy to use and it actually works for us! There are so many products that have maybe one or two features we need but it wasn't until Monday that we could get everything we need in one place. Cons Honestly, it's just that it can get a little overwhelming because there are SO many things you can do. I want to spend so much more time customizing and optimizing it but I feel like that venture will never end. Switched from [TOP PRODUCER](https://www.capterra.com/p/152143/Top-Producer-CRM/) Top Producer didn't allow for all the tracking we wanted to do. Review Source TG Tom G. CEO Management Consulting Used the software for: 1-2 years ### "An essential member of our team" April 26, 2022 5.0 Pros Monday is easy to use and customise, and ensures we always have the right information at our fingertips. Cons We would love to see more complex formulas be integrated into the product, allowing us to derive more meaningful insights from numerical entries. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Review Source Poppy S. Managing Director Hospitality Used the software for: 6-12 months ### "Project management tool." March 22, 2021 5.0 It allows you to invite others and share timelines with them. It is very helpful to stay organized and share progress with free viewers. In simple words, it is easy to implement and easy to manage. It is extremely intuitive and improves communications with customers. The platform is robust and provides enough automation to automate any workflow. The customer support is amazing, the folks are quick to respond and help you out running with particular requirements. it automates the repetitive work within seconds and helps you to stay focused on what matters and avoids human error. It helps you to keep track of consumers at all stages of the sales process. Pros It helps teams carry out projects that deliver consequences on time no matter they are at the home, office, or on the go. It is easy to use and flexible. It can customize workflows and has robust productivity attributes including dependencies, time tracking, timeline views, automated notifications, and integrations. With Monday.com, you can obtain faster and better results for each project milestone. Cons It lacks CDN/bandwidth. When navigating the user-interface, it can have lagged. Its desktop version for mac is troublesome as compared to the online version and is annoying. Also, the scroll feature is dramatic at some times. Moreover, when spreadsheets are imported, hyperlinks do not always carry over. The "subtasks" lack some features and are a little cumbersome. The interface slows down when boards become larger. It has some limitations in bulk imports and importing from excel. Review Source Heather B. COO Management Consulting Used the software for: 2+ years ### "Our team loves monday.com" April 25, 2022 5.0 Pros monday.com helps our team ensure that nothing falls through the cracks in our business, we use it for forecasting, resource management, project management, account management and more. Our team is on the platform every day using it to run all aspects of our business, and I don't know what we'd do without monday.com! Cons There are certain forms and dashboards we use that we haven't yet converted to monday.com. Mostly this is an issue of bandwidth for our team... but I'd love to see monday.com share a list of 3rd party consultants they recommend to help support a complete transition to the platform. Review Source RS Roberto S. Project Manager Information Technology and Services Used the software for: 1-2 years ### "Increase efficiency " April 19, 2022 5.0 We don't drop the ball anymore. Monday keeps us on-track and carry through on all projects. The fact that we are so organized makes us close deals and impress prospects, specially in such a disorganized industry as IT. Pros Easy of use and how flexible it is. All our customers and prospects have different needs and projects. Cons Some feature could still be improved. However, what matters the most is there. Review Source MM Michael M. Director Education Management Used the software for: 6-12 months ### "Monday.com USer reveiw" April 25, 2022 4.0 he product has solved inter company communication and CRM issues. We have been able to get on the same page together now quite easily. Pros I like the ease of the software and the user experience. The look and feel makes it great to go to daily Cons The Product can be very in depth when I do not need something to be. But it is a great product. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) The price and ease of use. Review Source PP Paul P. General Manager Information Technology and Services Used the software for: 6-12 months ### "Spend time managing your customers not the CRM" April 25, 2022 4.0 A easy to use product that I find can do all the things I want to do as I discover them. Pros This is a quick and easy CRM to setup and use. As you get familiar with it and find additional things you want to do with Monday.com, you can add or change the way it works to suit you. Cons As with all good Software, people who use it want to use it for other things. I would like to do my quotes in Monday.com but of course it is not a quoting tool. Alternatives considered [Tableau](https://www.capterra.com/p/208764/Tableau/) Reason for choosing monday CRM It was easy to start using Review Source Robin L. Founder, Consultant Staffing and Recruiting Used the software for: 1-2 years ### "Very happy with Monday.com" April 19, 2022 4.0 This is my second company using Monday.com and the first time utilizing the CRM. The automations are great! Pros The interface is simple and easy to use while being pleasant to interact with. Cons The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal. It is typically resolved quite quickly. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing monday CRM Familiarity, cost, aesthetics of the interface Review Source KH Kim H. Virtual Administrative Assistant Management Consulting Used the software for: 6-12 months ### "Excellent for our Small Business that's growing quickly!" April 19, 2022 5.0 Pros Our office needed a virtual management software for processes that we're even created yet. The ease of transformations in Monday make changing processes and items simple - often times, just click and drag! It makes creating and then re-working things straight forward. Cons The only complaints I have are that the automations aren't always reliable and when they don't work you don't really know it. Alternatives considered [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) The pricing difference, ease of use and large array of services. Review Source LM Luke M. Owner Media Production Used the software for: 6-12 months ### "So Close to Perfect - Lacking Operability With Advanced Deployments" April 19, 2022 4.0 Overall Monday has been good. I have been able to customize it nearly exactly how I want it. The freezing and lack of loading (mostly on mobile) is frustrating, but I mostly use Monday in the browser anyway. Pros I like the built-in automation and task tracking the most. It has saved time by automatically sending emails, creating new leads, and making changes based on certain conditions. Live updating dashboards are nice too when keeping track of sales or financial numbers. Cons It can be buggy and slow, especially with complex or large boards on mobile. Additionally, the expanded view of items is customizable but not the best. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Airtable](https://www.capterra.com/p/146652/Airtable/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing monday CRM It was the best combination of task management, database and calculation, and automation that I could find for the price Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) I wanted a database-style system Review Source Álvaro M. Freelance Marketing and Advertising Used the software for: Less than 6 months ### "Para la gestión de contactos y un buen seguimiento, es una opción realmente interesante" April 26, 2023 4.0 Se trata de un CRM realmente interesante para empresas de diferentes tamaños y sectores para automatizar y mejorar sus procesos de ventas y marketing, mejorar la eficiencia de sus equipos de ventas, aumentar la productividad y mejorar la colaboración entre equipos. Con algunas funcionalidades mejorables en aspectos como marketing y ventas Pros La interfaz es realmente intuitiva y muy personalizable, además puede integrarse con otras herramientas con mucha facilidad Cons Para el tema marketing, las funcionalidados son demasiado limitadas, deberían trabajar más en este campo!! Review Source Talk to a Capterra advisor for free and get results within 15 minutes.