# Page 5 | monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of monday CRM ## Showing most helpful reviews Showing 101-125 of 461 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PA Pam A. Mortgage Loan Officer Real Estate Used the software for: 6-12 months ### "This is the professional software you have been looking for!" April 19, 2022 5.0 I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com! Pros I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it! Cons The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now! Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) I was using Microsoft Excel to manage my pipeline, database, and lead tracker. It was simple enough, but a bit cumbersome and it just held information. Monday.com not only retains the information, it also WORKS the data for me! Review Source EM Edward M. Project Manager Food & Beverages Used the software for: 2+ years ### "Edward Martin - Taylor Mammon" April 19, 2022 2.0 tedious but effective at reminding me to contact clients, more context to my calls would be ideal. Pros Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great. Cons the application can be slow sometimes, having multiple boards open at the same time would be key Reason for choosing monday CRM monday is part of our overall company ecosystem, we us it to manage production timelines, procurement and documents for each client. CRM needs to be improved Review Source Response from monday.com April 29, 2022 Hi there. Thanks so much for taking time to leave a review and for providing us with your feedback. KA Kim A. Organization & Strategy Analyst Civic & Social Organization Used the software for: 6-12 months ### "My Best Friend" April 25, 2022 5.0 I absolutely love this software and couldn't do my job without it. It has become my best friend! It remembers hundreds, probably now thousands, of little details that I would never keep in my head but are now right there at my fingertips whenever I need them. I also love that it is easy to get new team members up to speed on it because it is easy to learn to use. Thank you so much for all the great work you've done to create this product!! Pros I loved that the set up was relatively easy and quite intuitive once I got the hang of it.I really appreciate that I was able to set it all up just how I need it, and to best suit our purpose. I'm doing outreach to hundreds of people in a critical aspect of our work and Monday serves me so well. I can so easily see what needs to be done, what is next and how well we are doing with individual aspects of the outreach. Also, it makes everything so transparent. My team can go in and see quickly and easily where we are on everything. Cons I don't feel like anything is missing. The automations were a bit tricky to get used to. I also find that I don't respond to the date reminders but that is my problem, not the software's! Reason for choosing monday CRM We did practice runs on both, read a lot of reports on both and researched functionality that we were looking for. Monday was the unanimous winner with our team. Review Source MB Mike B. busniess Development manager Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "The only CRM tool you will ever need " April 24, 2022 5.0 It just saves time, everything in one place, ease of use and is easy to set up. Pros ease of use, almost unlimited amount of third-party integrations to help with existing software use. Cons You could improve the tables, cant have different table headers on different groups on the same board. Reason for choosing monday CRM project management with CRM opposed to CRM without Project managemen. Review Source DH Dennis H. Sales Manager Defense & Space Used the software for: 2+ years ### "Monday.com 2+ Year user" April 25, 2022 4.0 Overall positive experience. I brought it from my previous company and sold my new team on the benefits. Pros Easy to learn and roll-out to team. Very short learning curve. - and the phone app works very similarly to the desktop version. Cons multi column uploads from xls to existing Boards. Ability to setup a general email account like Sales@YOURCOMPANY.com Alternatives considered [CRM Analytics](https://www.capterra.com/p/140039/Salesforce-Analytics-Cloud/) Reason for choosing monday CRM Cost & simplicity Review Source Zac G. President / CEO Apparel & Fashion Used the software for: Less than 6 months ### "A great all-in-one CRM and project planning software." April 20, 2022 5.0 This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately. Pros The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes. Cons There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing monday CRM Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors. Review Source CW Charleotte W. Senior HR manager Information Technology and Services Used the software for: 2+ years ### "The Ideal and Epochal CRM tool that we love." May 9, 2024 5.0 Pros The software has a very easy to use interface. It offers us with a 14 day trial after our purchase. It is very easy to centralize all our customers communication via email. Easy to organize marketing campaigns thus improving our ROI. Cons For the time we have used the software no dislikes. Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/)[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) The customer service support we get from the customer support desk was topnotch. Review Source 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 SG Stefano G. Business Development Food & Beverages Used the software for: 6-12 months ### "Gestione ottimale di nuovi clienti" April 21, 2024 4.0 Pros Nella valutazione delle performance commerciali era emerso in modo abbastanza evidente la nostra difficoltà nel seguire nuove opportunità e nuovi clienti. Da quando abbiamo acquisito Monday, le difficotà sono diventate opportunità in quanto ci dà la possibilità di inserire il Lead, procedere con una pre qualifica del cliente, valutare il tipo di cliente, trasformarlo in Prospect e poi inserirlo in Pipeline per un'azione commerciale (invio campioni, invio offerta). E' un software molto utile. Cons Niente, mi trovo molto bene e l'ho configurato a mia immagine e somiglianza. 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 ## 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.