# Page 4 | monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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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/)

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Last updated April 21st, 2026

# Page 4 - Reviews of monday CRM

## Showing most helpful reviews

Showing 76-100 of 461 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

RG

Rissa G.  
Sr. Dir. MarCom  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Monday is a dream come true!"

August 8, 2024

5.0

We love it. It has made our work easier. We are able to provide better service to our customers and it is way more user friendly than our previous CRM.

Pros

Easy to use with so many automations and functions. It made our small team, mighty.

Cons

There is so much that you can do that it can be a little overwhelming.

Switched from

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)

Zendesk was too expensive and didn't have the features that we wanted. Also, customer service with Zendesk was terrible!

Review Source

LT

Laura T.  
Responsabile Qualità  
Food & Beverages  
Used the software for: 2+ years

### "Un Crm che fa anche di più di un semplice CRM"

July 8, 2024

5.0

Pros

Di Monday mi è piaciuta la possibilità di customizzare le informazioni che portano all'acquisizione di un lead, alla sua gestione e alla possibilità, per quel che mi riguarda, di inserire informazioni che riguardano gli aspetti della qualità, ossia le analisi effettuate, la % di propensione e avversità al rischio oltre che la sua logica rigorosa e bloccante se alcune informazioni non sono inserite. E' anche più di un semplice CRM

Cons

E' un prodotto ad alto costo e non sempre l'assistenza clienti è pronta nel caso di necessità

Review Source

Nikita V.  
Marketing Manager CRM  
Machinery  
Used the software for: I used a free trial

### "Great Contact and Lead solution for small businesses"

June 20, 2024

5.0

Pros

Easy to deploy and setup sales teams and privileges. Analytics are already available at all times.

Cons

Sometimes system felt lagging but improved after time. Some analytics are hard to use. APIs needed finetuning.

Review Source

MB

Matt B.  
Co-Founder & Partner  
Environmental Services  
Used the software for: 2+ years

### "Nothing Really Like Monday.com"

April 27, 2022

5.0

I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.

Pros

Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.

Cons

The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!

Alternatives considered

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

Switched from

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

Hubspot was going to get too expensive, it wasn't a great interface, and we had prior experience with Monday.com.

Review Source

Alejandro T.  
Bachelor of Digital Marketing  
Marketing and Advertising  
Used the software for: 6-12 months

### "monday.com is amazing"

January 3, 2022

5.0

Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive. Helps team members quickly analyze the tasks they need to work on, workflows are based on collaboration needs across departments. It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.

Pros

This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers. Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management. -Optimize my daily and weekly team meetings -Track the completion of the project in real time. -Collaboration and project management with people outside my company.

Cons

I love the web version, but I have problems with the Android application, it is super slow, it does not finish loading the information and when it loads, it uses a lot of data. Simply put, the smartphone app is not working.

Alternatives considered

[Trello](https://www.capterra.com/p/211559/Trello/)

Reason for choosing monday CRM

Offer more features at a lower price

Review Source

CK

Caitlin K.  
Reservations Manager  
Leisure, Travel & Tourism  
Used the software for: 1-2 years

### "Helpful for making sure potential customers don't fall in the cracks"

January 5, 2021

4.0

Helpful for keeping track of customers at all stages of a sale; helpful for tracking follow up emails so that I can maintain engagement with customers even after their purchase. Easy to use, visually pleasing, and with tons of customization tools that I haven't yet fully explored so I'd recommend checking out tutorials or watching demos in order to get the most out of it.

Pros

I use Monday to keep track of potential and current customers at all stages of the sales process. Sometimes someone emails me with a query and I respond but I don't hear back from them. By putting the customer's information in Monday I can make a note to check in with them again later; I can keep track of how many times I've followed up with them, and it's resulted in quite a few people becoming customers who might have otherwise fallen through the cracks between I am busy and have a lot on my mind. It's also helped me identify quite a few people who never saw my correspondence because my emails got filtered as spam, which was super helpful and resulted in sales when, without this tool, I might have assumed the person simply wasn't interested in what I'm selling. I've also used this tool once someone becomes a customer to track my correspondence with them throughout the process and to make sure I follow up with them afterwards. Finally, it features a ton of integrations with other apps.

Cons

I think there is a lot this tool has to offer that I haven't yet fully explored. When I play around with it I've discovered great templates and features but sometimes I just don't have the time to explore all those options. Though the format is not very daunting I would definitely recommend taking the time to sign up for some online trainings or demos, or to use the tutorials they have that show different ways this tool can be customized.

Alternatives considered

[Trello](https://www.capterra.com/p/211559/Trello/)

Reason for choosing monday CRM

I like both but I think Monday offered more flexibility in making this tool work for our particular business and also integrated well with some other apps that we use like Slack.

Review Source

Cath P.  
Chief Commercial Officer  
Financial Services  
Used the software for: 6-12 months

### "How to improve your bottom line with Monday.com"

April 27, 2022

5.0

Monday.com allowed many of our processes to be automated, created an improved collaborative approach and ability to easily report on key business risks, revenue , projects and opportunities.

Pros

Monday.com is a very easy to use platform with prebuilt templates to help get you started. Once you have your basics sorted, the opportunities to create greater efficiencies in your business are endless.

Cons

Email formatting is still on the to do list for improvement with limited options. There are work arounds but looking forward to the editing tools in email being expanded.

Review Source

CD

Coralie D.  
Creative Director  
Design  
Used the software for: Less than 6 months

### "Amazing OS + amazing company"

April 20, 2022

5.0

I genuinely love it and I am excited to see how I will continue to grow and expand my boards and automations once I have a team. I also just love Monday as a company, I follow the Instagram page and it's great to see such fresh and different content/ads/campaigns. Also love how much you have done for the Ukraine crisis. The other thing is the customer service is incredible, I could not believe it when the person emailed me back with a personal Loom video to explain my issue and try to resolve it. They are amazing and don't make me feel stupid/bad about what I'm asking. They all need a raise :)

Pros

I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.

Cons

It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.

Reason for choosing monday CRM

I went with Monday because I love being able to do (almost) everything, on one platform. Form lead management to project management and internal work, it keeps everything under one organised and coordinated roof. I also chose Monday because I knew that I would be able to easily add team members to it once I decide to hire. I have confidence that the company will keep on growing and are always coming up with new and better additions to the software.

Review Source

RG

Robert G.  
Director  
Marketing and Advertising  
Used the software for: 1-2 years

### "A Sales CRM that is as bespoke as it can get without paying for a custom system of your own."

April 19, 2022

5.0

Overall, I love Monday. I use it every day for my business to manage clients and projects. I have enjoyed using it so much that it has become a service that I now provide to my customers.

Pros

The greatest thing about Monday is that I can map out any process within my business. This has allowed me to delegate tasks out to others but also helps me to keep track of projects and the different stages each one is at. Monday.com has so many templates to choose from but when it comes to creating your own, it is super easy to do. I prefer to make my own or change existing templates to fit the ways in which we work as a business. The problem with off-the-shelf software is that every business is different. The problem with creating your own system is that it is very expensive. Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.

Cons

The main downside that I see with Monday compared to other CRM systems is viewing client data and storing customers. Clients/customers are essentially just items on a board, just like every item on any board you create. This means there isn't a client overview or summary page that you can view easily and cleanly that summarises a client and all the data you have about them.

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

I chose the need for workflow and process mapping features over the need to store customer data in ways alternative products do. Being able to mould boards around my internal processes is a huge benefit to streamlining my business.

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

VT

Venita T.  
Founder, CEO  
Marketing and Advertising  
Used the software for: 2+ years

### "You cannot go wrong with this product! "

April 10, 2023

5.0

I would highly recommend this product to start-ups or small company building their client base. The dashboards are completely customizable. You can create teams to manage clients and work within the system to communicate as well as assign tasks/follow-ups. The email feature is also a HUGE time saver and you can set reminders for yourself to ensure you stay on track. The reporting is also very easy to set up and share with your teams or clients. I have used other CRM'sin the past and this one is by FAR the easiest to set up and manage as a small business.

Pros

Getting started with Monday is easy and if you ever get stuck, you can rely on the Monday support staff to help you set up your dashboard to meet your company's needs best. I have used Monday for over 3 years and keep finding new gems to help me manage my small business. Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations is HUGE and a big time saver!

Cons

I had to think about this and honestly cannot think of anything this product is missing. At one point I was having a problem retrieving some client tasks I accidentally deleted but once I contacted customer support they helped me find where I needed to go to reinstate the files. When deleting you are asked if you are SURE you want to delete and another allows you to undo it while it is deleting. Luckily, there is another option to locate deleted records IF you miss both of these options. LOL! Support had to help me find it but it was there!

Review Source

Keri K.  
Systems Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "Monday.Com simplifies our business and streamlines our communication. "

April 19, 2022

5.0

Monday.com is my love language. It is soothing to my brain to create boards and processes in the system that I know are going to improve efficiency, communication, and customer experience.

Pros

Monday is how my brain operates. It allows me to create processes, improve the efficiency of workflows, improve communication, and simplify what needs to be simplified in order for our small team to make a big impact. I love being able to integrate email and automate the steps that would otherwise be needlessly time consuming.

Cons

On large boards, we begin seeing glitches, like time tracking not immediately working properly. This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot going on. This is not enough to sway me away from monday. It's definitely outweighed by the Pros.

Reason for choosing monday CRM

Monday seemed more intuitive to me than Clickup and seemed to have a greater range of integrations and functionality.

Review Source

GL

Gennaro L.  
Head of Sales  
Financial Services  
Used the software for: 6-12 months

### "Monday.com Review "

April 19, 2022

4.0

Great system - need a tool like this to run the business day to day.

Pros

Great database for storing, easy to customize. Can be a CRM, Sales, and Client Support/Relationship Management offering all in one. Love the ability to differentiate workspaces and segregate users from seeing each certain data.

Cons

Sometimes it is buggy or slow to load and sometimes when you need to jam something in the system timing is important and could be frustrating. I would like more out of the box sales forecasting, lead gen/tracking tools. Hubspot was strong at this.

Switched from

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

Hubspot was no where near as easy to enter and capture all data. They also had permission issues, client relationship managers could still see certain pricing details from the sales team that we did not want them to see. Hubspot however had some great sales out of the box tools, lead generation, email tracking features. Monday.com though to me was more important to have first as a base, and then I might still use hubspot for certain things in the future depending - have not canceled subscription, just use monday.com on a day to day now.

Review Source

ES

Emilie S.  
ceo/founder  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Does the thinking for you!"

April 25, 2022

5.0

We continue to love our choice to manage all of our workflows on Monday. We've reduced the times that we've said "I sent you an email about that, let me find it" to practically zero. We have "delegated" tiny reminders and handoffs to the Monday.com automations, reducing human oversight. And we love the confetti when a status changes to "done."

Pros

The frameworks the Monday.com offers for CRM, and for pretty much every other business function, are really the visual representation of best practices. Our small team finds that we are able to capture core processes easily, and just as often we learn how to really map out our action plans using the wisdom already baked in to the templates!

Cons

There's very little that our team doesn't like. One thing that we're still learning how to use is differentiating how to sort by company or by contact.

Reason for choosing monday CRM

Israeli company with a powerhouse leadership team that had the bold premise of remastering how work works. Their inspirational mission really captures our company's same ethos.

Review Source

TP

Thomas P.  
Managing Partner  
Real Estate  
Used the software for: 1-2 years

### "Super customizable with powerful features"

April 27, 2022

5.0

Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.

Pros

I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.

Cons

The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.

Alternatives considered

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Reason for choosing monday CRM

Asana lacks the customizability that Monday.com has and its more narrowly focused on team collaboration. I can do so much more with Monday.com.

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Monday.com does everything Pipedrive can do and a whole lot more.

Review Source

KD

Karlo D.  
Head of Digital Transformation Division  
Information Technology and Services  
Used the software for: 1-2 years

### "Monday for Cybersecurity Oriented System Integrator"

April 26, 2022

5.0

I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using it as Sales CRM, later i moved to another company which has two Models MSSP and Classic Integrator - so i also have integrated Monday.com here, so i have experience in two different companies - both time i was the one who did the call and choose Monday.com

Pros

Neutrino is Cybersecurity Oriented System Integrator, which works with MSSP model and also classic Integrator Model, both types of deals are easily created, managed and workflow feels very smooth. Our MSSP SOC team processes are fully integrated in Monday, everything become automatic. tasks and reaction which needed up to 8 minutes, downed to 40 seconds.

Cons

So far so good, no major dislikes about product, hope one day cross boarding will be supported ( when data is shared between different boards at one time, and does not affect original data column )

Reason for choosing monday CRM

i have tested almost whole top 10, Monday was best - because of it's user friendly interface and easy of use. automatizations are building blocks of monday.com and they are also very easy to use

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Salesforce became to big for us, scope is unreal - the bigger software gets - the slower it works, i mean to master salesforce you have to hire and train couple admins only for that task, with monday.com - it's much more easier .

Review Source

VR

Verified Reviewer  
Expert Marketing digital  
Marketing and Advertising  
Used the software for: 2+ years

### "Monday Sales CRM : un logiciel simple d'utilisation pour une gestion commerciale réussie "

August 27, 2023

5.0

De façon générale, Monday CRM est un outil de marketing automation adapté au suivi de la gestion de projet et au suivi après-vente. Je le recommande vivement aux TPE et PME.

Pros

Monday vous offre un CRM personnalisable, simple d'utilisation autant pour les novices que pour les commerciaux. J'apprécie énormément la flexibilité de l'outil et sa capacité à faciliter le suivi des tâches. Cela m'a permis non seulement d'adapter ses fonctionnalités aux besoins de mes clients, mais aussi de garder un œil sur les différents processus au sein de leur entreprise.

Cons

Je pense que Monday pourrait davantage optimiser l'expérience d'utilisateur. Même si le logiciel est facile à prendre en main, sa configuration n'est pas des plus simples.

Review Source

Marc T.  
Chief Relationship Architect  
Marketing and Advertising  
Used the software for: Less than 6 months

### "A bit of patience and focus Monday.com will transform your work life!"

April 25, 2021

5.0

Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization. Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.

Pros

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page

Cons

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

Reason for choosing monday CRM

I felt from the beginning the available information online during the "research" phase was more in-depth. I was able to really understand the value to my organization and when we did the demos and preso during the selection process, the Monday.com team customized it to my company vs. generic information so I felt comfy choosing Monday.com from the jump.

Review Source

Amanda G.  
Human Resources Generalist  
Hospital & Health Care  
Used the software for: 1-2 years

### "It is a great tool to control our sales efforts of all kinds"

September 11, 2023

4.0

It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.

Pros

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

Cons

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

Switched from

[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Monday.com is the superior CRM because of its intuitive dashboard design, its overall versatility, and its CRM widgets and dashboards.

Review Source

Rick K.  
Training and Systems Manager  
Staffing and Recruiting  
Used the software for: Less than 6 months

### "Affordable, All-in-One Tracking for a Small Staffing Business"

January 7, 2022

5.0

Pros

I researched similar products and chose to implement Monday.com for three main reasons: First, it offers a wide range of templates which provide useful starting points for my minor customizations. Second, I liked the ease of use and especially the useful app. Third, this feature is simple but powerful - the ability to easily set project milestones and both name and pick colors for all of these. At a glance, the colors show me where my project is at any given time!

Cons

I've only really scratched the surface of the full power of Monday.com. I'm able to start using it for Customer Resource Management and I'm looking forward to seeing how it performs with sales pipelines and forecasting. In short, everything I've used to support my business workflow has been right on target!

Review Source

Valor L.  
Growth Manager  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great Tools But It's Not The Easiest to Adapt to."

January 7, 2022

4.0

Very colorful and my first PM & light CRM (Sales.force being first CRM). Got really excited as it's got more beautiful ui/ux than sales force BUT it is a very steep learning curve to deploy to users & clients. Took me a while to research and I still can't fully harness Monday for my own use. (I have a tech support background and can barely figure it out. So good luck.) You really need a dedicated Project manager & tech person to train your staff and build out your boards. I've moved on to another PM SaaS that's way easier to use (immediately deployable to myself and all my clients who are technically challenged) does all the light CRM/Content Creation/Event management/Project Management/Workflow/Goals/Todo list.

Pros

It's one of the more robust project management tool, I've worked with so far. Monday's Paid Plan really has everything you need, and MORE than you'll ever need if you run a small company or a personal project. Very color and very fun.

Cons

The freemium plan is very bare and quickly becomes "working to manage work" rather than making worth and collaboration easier. The pricing model for small business can quickly become burden-some and unsustainable. (What if I want all my staff on there with their login, but some people will only use 1 or 2 times a week based on their role? Nope Full pricing per staff.) So it only works for more office based businesses rather than a more dynamic mixed roles of companies. So as a consulting agency, I can't use deploy it on all my clients and I rather just move away instead of using multitute of same function tools and go through learning curves over and over again.

Review Source

AR

Ashley R.  
Sales Associate  
Retail  
Used the software for: Less than 6 months

### "Monday changed my job and made life so much better "

April 19, 2022

5.0

Overall Monday has been the best thing incorporated in my job since I have worked here for 3 years. It has made work flows so much better and saves time not keeping up with paperwork.

Pros

My favorite thing is going paperless and not having the stress about losing important information.

Cons

That I cannot revise multiple bids instead I have to redo the invoice every time, and save the file and upload it .

Review Source

GB

Graham B.  
Director  
Aviation & Aerospace  
Used the software for: 1-2 years

### "Monday.com for engineering"

April 27, 2022

4.0

Quite good for managing a few dozen leads and projects. I imagine this possibly wouldn't scale very well for hundreds or thousands of contacts.

Pros

The fact that the CRM templates are just the normal monday.com workflow means that tasks integrate seamlessly across your workflow as you manage many concurrent projects.

Cons

It is sometimes difficult to get a full overview of all the tasks you are doing and how this interacts with others.

Alternatives considered

[Trello](https://www.capterra.com/p/211559/Trello/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Reason for choosing monday CRM

Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Switched from

[Trello](https://www.capterra.com/p/211559/Trello/)

Trello is too simplistic and Monday.com allows the team to work in different project environments, e.g. Gantt, Kanban, list view, etc,.

Review Source

JS

Jarrod S.  
Owner  
Internet  
Used the software for: 6-12 months

### "Must have for tracking Sales Pipeline and Maintenance Plans"

April 27, 2022

5.0

When my business started experiencing exponential growth, I felt a bit panicked and vulnerable because I was suddenly inundated with qualified leads that needed proposals turned around quickly. I had heard about Monday.com from some folks who operate businesses similar to mine, (I own and operate a web services firm. We provide website design, development, hosting architecture and maintenance.) When I started reviewing Monday.com the main thing that attracted me was the ease and speed of deployment. After watching a few videos and following the documentation, I was quickly able to create a Sales CRM Pipeline, a Client Requests Board for monitoring the progress of client requests, a Maintenance & Updates workflow board to monitor ongoing website maintenance, as well as project management workflow boards that can be dedicated to each individual website design and development project that is underway.

Pros

I really like how I can segregate leads within my sales pipeline by lead source. It is important to me to be able to know which lead and referral sources are helping grow my business and which are not. As well, we provide maintenance service and we are able to use a workflow board that helps us keep track of which clients have or have not received maintenance each week or month, depending on the SLA.

Cons

The only thing that I would change would be to have a dedicated integration with Gravity Forms so that I can easily map form fields from my website forms to my sales pipeline. The is a Zapier connection, but it doesn't allow for field mapping, only pushing in complete information for a submission.

Reason for choosing monday CRM

Ease and speed of deployment along with scalability. Since I started using Monday, I have added some virtual staff and onboarding them on how to use the systems that are in place was fast and easy.

Review Source

VR

Verified Reviewer  
CEO  
Accounting  
Used the software for: 2+ years

### "It could be great if email tracking was a reliable feature"

April 20, 2022

2.0

Pros

That it's part of Monday so it easier for the entire team to use it.

Cons

Since I've start using the Monday's CRM a few month ago my overall experience was very disappointing and frustrating. Since the email tracking doesn't work constantly it's not reliable, and makes me do a lot of manual work instead. E

Alternatives considered

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

Reason for choosing monday CRM

Since I udesd Monday (not CRM) in the past

Review Source

Response from monday.com

April 29, 2022

Hi there, thanks so much for taking the time to leave a review. We'll be sure to forward your feedback to all relevant teams.

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