# Page 2 | monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is monday CRM the right CRM solution for you? Explore 461 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 (461) 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 April 21st, 2026 # Page 2 - Reviews of monday CRM ## Showing most helpful reviews Showing 26-50 of 461 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 SG Simran G. Senior Client Success Manager Real Estate Used the software for: 1-2 years ### "Plug & Play for a CRM, and it's the one you never knew you needed." April 20, 2026 5.0 So easy to use and definitely the system we didn't know we needed but are ever grateful we picked up and implemented! From start to finish we've slowly started bringing over our departments onto CRM - starting with customer success into sales & services and now events, it's honestly changed the way we operate our business and given us the chance to create visibility in areas that were siloed previously and allow us to join the dots up together much cleaner. Pros Incredibly easy to set up - within the space of 1 day you can quickly find your feet around and get it off the ground and in use, which doesn't often feel easy to do with CRM systems. Bringing it into play loads in default boards into your workspace so you can hit the ground running - but can also still copy and move existing boards from work management across should you still need them too. The way the preset boards work mean automations and functionality is already set up for you so you don't have to spend any time trying to change the configuration or making the boards 'talk' to one another as connect columns are already added in. Huge added bonus is the monday.com app and the way crm works on there - tap onto contacts phone numbers to call them straight away and then use the app to summarise your calls and notes in one place without it requiring any additional laptops or devices to do the job. The dashboards and reporting side of it vs work management also takes an upgrade by adding in gauge widgets and funnels to showcase conversion, which definitely helps to highlight your deals more clearly to anyone who needs to know. Mass emailing is probably the biggest cherry on top - where you can create templated emails to send out to your leads/contacts at any point just through bulk select, still be able to pull in personalisation columns and make sure that each contact will only see the email was sent to them only. Combine that with sequences, and you've got yourself full comms communication with your contacts and accounts without needing to open outlook or gmail separately, and you can still view all the emails in overview widget (emails & activities which feels like it takes a huge upgrade in crm), and track meetings etc in the activities board so team leads and managers can keep an eye on workload and team capacity in a way that's meaningful to sales/customer success teams. There's plenty to highlight in more detail including the quotes/invoices template too which saves us on a daily basis and is much easier to track than how we used to in work management! Cons The recent change that's been made to reduce how many contacts can be mass emailed since bringing in monday campaigns was a bit of a downside for us, however we still have workarounds with sequences, and if anything - means we streamline our comms to be more effective and targeted rather than blanket emails. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing monday CRM Hubspot felt incredibly expensive in comparison to monday.com, and where we were already using work management, we wanted to keep our techstack low and explore what else monday had to offer so there wasn't a need to create too much work to be able to use the system and have a crm that was ready to be used. Review Source 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 SC Starla C. Project Manager Market Research Used the software for: 2+ years ### "Excellence in Adaptation" April 20, 2026 5.0 I love , 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 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 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 DL Dan L. Customer Care Specialist Machinery Used the software for: 6-12 months ### "CRM with a personal assistant included.. I wish I could get it to fetch my coffee ..hopefully in the next version" October 6, 2025 5.0 Initially I was intimidated and it was hard to understand, but overall its the same as other CRM software ive used but it has a built in secretary for lack of a better description... Pros This product is very easy to use. The menus are very easy to navigate, and I don't have to update anything manually ...iplus it can read and analyze emails from your customers and then let you know if the customer is happy or unhappy and if they are probably about to buy or if they are unhappy about something or other Cons Learning to use the AI features was a bit strange ...I had not experienced AI before in an app that wasn't a search engine. Once I accepted that the AI completely changed the game and did a bunch of the tasks associated with tracking /responding / evaluating the customers sentiment and such ..it was actually verry good. For me it was such a departure from what I was used to tho that it took me half a day to comprehend the added capabilities of this product..not that I guess that is bad overall, but I felt kind of bewildered for a little bit.. it got better quickly though 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 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 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 SE Sandy E. Office Administrator Financial Services Used the software for: 1-2 years ### "CRM - molded to our own unique shape!" April 20, 2026 5.0 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. 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/) Reason for choosing monday CRM Seamlessness & customizability to be sure! 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. Review Source VR Verified Reviewer Managing Director Events Services Used the software for: Less than 6 months ### "Small company, complex deals, Monday is ticking the boxes" August 22, 2025 4.0 We've tried and failed with a few CRMs over the years but Monday has stuck which is amazing. Linking that to works management has been a massive plus for us, keeping track of deals within the ops team has been a pain. For a small company this has been the ticket for us! Pros For sure the best part is how quickly we got it up and running, with no consultants or long setup. The interface is clean and intuitive, so the team actually uses it every day (have lots of non techy people so this helps). Its linking directly with monday work management, which lets us move deals into delivery without switching tools, so sales and ops are a lot more in sync than we used to have. Email tracking is a big win, that's helped keep sales team honest and improved visibility a lot. We're yet to try the email marketing but a quick test showed it looks v simple. Cons Reporting is good, especially ease of setting up widgets but not as deep as the big CRMs, and permissions could be more granular on complex boards (plus it's weirdly hard to remove people from certain products I find). We also needed a little trial and error to fine-tune automations. The pricing strategy is annoying, we have to limit which 5 people have access or risk nearly doubling our cost (that's why I've given 4 stars) Review Source Tucker P. Marketing Manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Intuitive, Flexible, and Great for Team Collaboration" July 29, 2025 5.0 has made a noticeable impact on how we manage leads and track progress. It’s visual, collaborative, and easy to adapt across departments. Communication has improved, and it’s much easier to see what’s happening at a glance. The platform keeps getting better with regular updates. Pros The interface is clean and easy to use. Setting up custom boards and workflows took very little time. It’s flexible enough to fit different team needs without feeling overwhelming. Automations are a huge plus. They cut down on repetitive work and keep tasks moving without manual follow-ups. The integration options with tools like Gmail and Google Calendar make daily workflows smoother. Cons Reporting is fairly basic unless you upgrade. We had to build workarounds for some of the more detailed insights we needed. Some of the most useful features, like advanced automations and dashboards, are locked behind higher-tier plans. It’s something to keep in mind if you're scaling. 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 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 Director of Sales and Marketing Real Estate Used the software for: Less than 6 months ### "Very Happy With Monday CRM" July 30, 2025 5.0 Overall, I am very pleased with . I find that is is easy to use and visually pleasing. I will continue to use Monday for a variety of personal and professional tasks. Pros Monday.com is the second CRM platform that I have used and I will never look back. The automations are extremely user friendly and intuitive. I work in sales and the mass email option for our contact list has been a game changer for building relationships. I had an automation connected to MailChimp and the customer support team was very helpful when the automation was not flowing properly. The plug ins make lead and workflow management very management, especially since I am still new to my role. 10/10 recommend Monday.com! Cons Some plug ins are difficult to integrate with Monday.com. It took almost three hours on the phone with customer support for me to get the MailChimp automation to work. Review Source TG Taylor G. Manager, Finance and HR Entertainment Used the software for: 2+ years ### "Good with some limitations" February 2, 2026 3.0 It's been overall good, a solid 7.5/10 experience - Our team is super technically adept, so we were able to get into the weeds and do some automation. Pros Monday.com has been super great to use as a CRM for our sales team, as well as tracking all customer needs that are assigned to various teams/team members. Cons isn't a real CRM, it's good for smaller teams, and being able to start in a CRM, but it doesn't really track ALL emails. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Hubspot was way too expensive for what we needed. 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 LM Leanne M. Event Specialist Construction Used the software for: 2+ years ### "Great Project Management Tool" April 21, 2026 4.0 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 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 MB Mark B. CEO Insurance Used the software for: I used a free trial ### "Monday CRM built for teams." November 10, 2025 5.0 I thought was very good crm platform and offered a lot of usable features that would be good for businesses to communicate with each other and their clients Pros I thought was very good and offered good Security, Value for Money, Customer Support, Email, Lead Management User Interface, Tracking. Cons It seemed like it was designed for larger teams and my business doesn't have a big team. was nicely designed. Review Source AR Anais R. COO Marketing and Advertising Used the software for: Less than 6 months ### "Flexibility for the Win!" April 28, 2026 4.0 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/) Reason for choosing monday CRM I already have Monday for work management 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 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 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 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 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 CN Christian N. IT Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "CRM visivo e flessibile per il lavoro in team" June 9, 2025 4.0 Molto positiva. ha migliorato la collaborazione tra i reparti e reso più chiara la gestione delle opportunità commerciali. Ideale per team dinamici e orientati ai processi. Pros L’interfaccia è moderna e personalizzabile. Ottima la gestione delle pipeline, delle automazioni e delle notifiche. Integrazione fluida con altri strumenti come Gmail, Slack e Google Calendar. Cons Alcune funzioni avanzate (come i report personalizzati) richiedono piani costosi. La curva di apprendimento può essere ripida per chi non ha dimestichezza con i CRM. 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 , 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 VR Verified Reviewer Virtual assistant Writing and Editing Used the software for: 6-12 months ### "Still a Great Platform to Keep Everything in One Place!" April 22, 2026 5.0 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 ## 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.