# Page 7 | monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - 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 7 - Reviews of monday CRM

## Showing most helpful reviews

Showing 151-175 of 461 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

TS

Todd S.  
Director of Mediation Services  
Legal Services  
Used the software for: 6-12 months

### "Time to set up, but then very easy to use effectively."

April 27, 2022

5.0

Pros

Customization. Automations. Ease of use once we finished setting it up. Ongoing support and new features.

Cons

Can be a steep learning curve during set up.

Alternatives considered

[Copper](https://www.capterra.com/p/141642/Copper/)

Reason for choosing monday CRM

Customization and ease of use.

Switched from

[Copper](https://www.capterra.com/p/141642/Copper/)

Customization options and client tracking.

Review Source

ML

Michael L.  
Head of sales  
Chemicals  
Used the software for: 1-2 years

### "Monday.com Review"

April 20, 2022

4.0

i love it, it is easy to use, easy to implement and run.

Pros

The ease of implementation and use thereof, you don't need to have an IT department running it.

Cons

Need to have more video tutorials explaining features etc.... although its easy to use one can quickly get confused with the amount of boards one sets up. would be great to have a consultant actually do a full demo of the system after understanding what we want to do, to ensure we using it in all its glory

Alternatives considered

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

Reason for choosing monday CRM

the ease of implementation and use

Review Source

DT

Daichi T.  
Business Development Manager  
Management Consulting  
Used the software for: 6-12 months

### "The solution of our company looking for"

April 19, 2022

5.0

Since I joined the company in 2019, our sales team worked with the manual system like spreadsheet, etc. We often missed our client agreement due date because there is no platform to manage it with reminder or automation. With Monday.com we can manage our sales work perfectly, we can get a very useful notification of certain task, we can send a client satisfaction survey to our client easily.

Pros

The automation and integration are very helpful. I can explore more features by using Monday.com

Cons

The desktop app sometimes got crash, so I prefer using browser version

Switched from

[Freshsales](https://www.capterra.com/p/155563/Freshsales/)

Their platform didnot match our requirements and the support is not supportive

Review Source

MH

Martin H.  
VP  
Construction  
Used the software for: 1-2 years

### "Production Software "

April 27, 2022

5.0

Amazing and productive!

Pros

We have used Monday for all our Production Tracking for 2 years. We have continually improved it and without a doubt has helped us grow. This year we deployed the CRM and have made the switch from Salesforce to Monday. Its much more user friendly and quicker. The app is much better as well!

Cons

I have no strong dislikes. The CRM and app have been amazing.

Switched from

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

Ease of use with Monday.

Review Source

EH

Evan H.  
Estimator  
Construction  
Used the software for: 2+ years

### "The most wonderful CRM software"

April 25, 2022

5.0

Pretty great.

Pros

It is extremely easy to use, i recommend it for any small business.

Cons

I just want a $20 gift card, i don't really have any problems with this software.

Review Source

CL

Colleen L.  
Vice President  
Marketing and Advertising  
Used the software for: 6-12 months

### "Excellent Project Management Tool!"

November 15, 2016

5.0

We desperately needed an easy to use, easy to update project management tool in our App Development company. The Sales Dept. would get calls from clients asking, "how's our app coming," and they had to e-mail the Tech Dept, wait for a response and then call the Customer back. Now, the Sales Dept. can see exactly what stage of Development the client's app or website is in and tell the customer right then and there. No wasted time e-mailing or returning phone calls. Also, the Tech Dept. can see what the Sales Dept. has in the pipeline so they can predict what's coming in. It has also helped us streamline processes for each Dept. The whole entire sales process can be mapped out with every step start to finish, with the final step being customer survey sent. You never forget to do any step any more! You can also customize your responses for each step along the way such as "Done" or "In Progress" or "Waiting For Client", etc. The customer service with monday.com is excellent. That's a big deal to me. I don't want to hunt and peck around the internet trying to find chat groups or how to contact support. When you ask a question you get a response within a short period of time. The software is pretty intuitive but there are support tools to learn tips and tricks.

Pros

Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open. I like that you can discuss clients back and forth between team members.

Cons

Right now I can't think of anything. Perhaps there are glitches or design features that more advanced users might appreciate but for our needs it works exactly as we need it to.

Review Source

HK

Hunter K.  
Founder | CEO  
Entertainment  
Used the software for: 6-12 months

### "An essential core for your brand"

April 27, 2022

5.0

It's been fantastic overall. I actually use it for accounting as well and tracking income/expenses and that's been fantastic. I made myself a deal pipeline as well which has really kept things on track and organized. I've really loved this software and am likely to recommend it to friends.

Pros

What I like most is the UI. It's extremely intuitive, gorgeous looking, and promotes a feeling of productivity and ultimate entrepreneurship. Its automation software is also brilliant saving loads of time on many fronts.

Cons

The pricing is a little high. I currently pay about $100 for 2 people and would love to see that come down to somewhere in the $30-$50 per month range. Also, the mobile app is a bit redundant in my opinion. I've never found myself going to the app for anything other than to find something on the run.

Reason for choosing monday CRM

UI, automation, and ability to use as a pipeline as well

Switched from

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

Didn't love the interface and UI from Hubspot. Monday drew me in

Review Source

VR

Verified Reviewer  
CEO  
Transportation/Trucking/Railroad  
Used the software for: 6-12 months

### "Awesome Communications and Process Flow Software"

December 4, 2018

5.0

Our company needed a central hub to keep our sales team properly communicated, as well as updated sales funnels. We also needed a ticketing system for IT support for our users. We also needed a central project management tool to help keep our priorities straight among cross functional teams. We also needed a place to keep our to-do's and action items supervised, with the ability to monitor individual performance and assign new tasks as needed to subordinates. We found the ability to do all that in monday.com. The platform is super simple to understand, they have a very extensive library of "boards" that allow you to create different types of process flows. You can send new info into your board via email, and you can respond from the app via email updates. This is a great tool to have a number of communication processes under the same roof.

Pros

Ease of use, simple implementation and ability to have groups by roles as well as private process flows.

Cons

Lack of flexibility on some complex business flows, but they keep adding features on a regular basis that help counter their perceived lack of flexibility

Review Source

vV

vyshna V.  
technical project manager  
Information Services  
Used the software for: 6-12 months

### "using Monday.com from past 1 year"

April 25, 2022

5.0

Pros

I like the features of Monday.com, it is very easy to understand. Also it is easy to customize based on our business requirements. This system also helps my management to directly see the tasks that i am handling.

Cons

I only feel bit frustrated when the Monday portal goes down, as my whole work depends on this CRM

Review Source

MD

Melany D.  
Loan Processor  
Real Estate  
Used the software for: Less than 6 months

### "Glad we found Monday.com!"

April 25, 2022

5.0

Pros

Monday.com has helped us in so many ways. From tracking our to-do lists to previewing our sales. This is helping us to achieve our goals and to see our potential. Monday.com has helped us to create a salesflow where we can register every step of it and keep our team accountable. What we love the most about Monday is the automations and how easy it is to create them. Monday.com helps us to "Work smarter, not harder"

Cons

It is a software that is still expanding and growing so even though it does have as many integrations as we want we know that it will get there.

Alternatives considered

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

Reason for choosing monday CRM

Monday.com is easier to use and has more tools.

Switched from

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

Monday has more tools

Review Source

TD

Taylor D.  
Sales Director  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Inexpensive software that looks, feels, and functions like a million dollars. "

April 25, 2022

5.0

Pros

The mobile application, automations, and attractive software make Monday easy to use.

Cons

The reporting and statistics are not always accurate.

Review Source

AB

Andrew B.  
Founder & CEO  
E-Learning  
Used the software for: 1-2 years

### "Review"

April 19, 2022

4.0

We’ve tried lots of different tools to try and manage our work; Monday.com is the only one that we have stuck with for more than a year. Great fit for us!

Pros

Ability to customize/design the tool to fit our workflow and sales process

Cons

Took a long time to get it working the way we needed it to. Still playing with the right integrations / automations to make our workflow / project management less administratively heavy

Reason for choosing monday CRM

Same as above

Switched from

[Trello](https://www.capterra.com/p/211559/Trello/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Great balance between usability, clean interface, and the ability to customize the fictionally / structure in a way that works for us without having to hire a team of consultants to do the setup for us

Review Source

DT

Dafne T.  
CEO  
Management Consulting  
Used the software for: 2+ years

### "Love Monday!!!"

April 28, 2022

5.0

Pros

How truly customizable it is. We can make the software do almost everything for ourselves and our clients!

Cons

With the recent improvements there is nothing else I wish the software did right now.

Review Source

JS

Justin S.  
IT Project Manager  
Information Technology and Services  
Used the software for: Less than 6 months

### "Monday.com is exactly what you need!"

April 19, 2022

5.0

We can accurately see where we are with sales and know that we have enough business in the pipeline to hit company goals. We can run quick reports to see which teaming partners would best fit a particular business opportunity.

Pros

The ease of use is unbelievable. Before Monday.com we worked off convoluted spreadsheets and word documents that used impossible formulas. The dashboard we created makes our Business Development meetings a clearer picture of where we are and where we are headed.

Cons

A link or intergration to gmail that easily allows you to ingest signature lines would be amazing.

Reason for choosing monday CRM

Cost and all of the integrations to current platforms we use.

Review Source

RS

Ridwan S.  
CEO  
Leisure, Travel & Tourism  
Used the software for: 6-12 months

### "Work Flow Management"

April 22, 2022

5.0

The main business we solved on monday.com is the CRM. Because in a travel agency business, customer service is a key to success.

Pros

I like this software because it solves our main issue - centralizing the workspace. By having a centralized workspace, it's easier to produce the standard operating procedure for each department. Not that monday.com has the automation feature for particular tasks, but it also helps our business to slowly automate the whole process. Our team loves this software very much. We treat our work as a game.

Cons

I wish we could have a chat feature on monday.com. The mirror feature is not optimized. e.g. The number or formula does not have the summary function.

Reason for choosing monday CRM

I like the user interface.

Review Source

DD

Dustin D.  
Strategic Relations Coordinator  
Insurance  
Used the software for: Less than 6 months

### "Monday for the Win!"

April 25, 2022

5.0

It has been great overall, but have spent way too much time building boards out to find that they are too complicated.

Pros

I love how much there is to customize while allowing me to communicate with my team!

Cons

It is really hard to implement because of how much you can do. I wish I could share my need and have assistance with a great board build.

Alternatives considered

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

Reason for choosing monday CRM

Because the advertising got my attention.

Review Source

pD

payton D.  
sales  
Wholesale  
Used the software for: Less than 6 months

### "paytons perspective"

April 25, 2022

4.0

I use it to organize customers and leads to keep them separated in categories. I write updates for each customers so it is easy to know what they need when they call.

Pros

the best thing in my opinion is the ease of use for the most part. It is very appealing to look at and easy, so it is not hard to get the entire team on board with using monday.

Cons

Wish integrations/automations were easier to setup or had better instructions. We currently do not have it integrated with any other software or websites.

Review Source

Cristian F.  
Manager  
Retail  
Used the software for: Less than 6 months

### "Good product, but didn't have the time to fully use it. Very robust."

April 20, 2023

5.0

Pros

Great software overall, with an intuitive UI and a great level of customization. The automated emails seemed to be a very useful feature, but I didn't get to use them fully. Customer support is really good. Unfortunately, I had to change to HubSpot because my team was used to this one and was complaining about making them change it. Had to listen to them this time.

Cons

Nothing to dislike really. I want to give it a second chance, for another project that will come up in the next 2 months, with a new team.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Review Source

AA

Arshad A.  
Snr Efficiency Specialist  
Environmental Services  
Used the software for: 1-2 years

### "Monday.com is great CRM tool"

April 27, 2022

5.0

The reminders, sales forecasting is a great feature and makes my reporting to my immediate manager super easy. I can download reports with a click of a button.

Pros

Its versatility and easily manageable. It works well for us for sales, reporting and accounting.

Cons

We are still looking at a lot of features that are incorporated in this software, i believe it might get overwhelming if we keep on adding new features to it. We are satisfied with what we can achieve with this product.

Review Source

ZW

Zoe W.  
Account Manager  
Wholesale  
Used the software for: 1-2 years

### "Makes everything clear and easy"

April 28, 2022

5.0

clear and easy

Pros

Everything is clear and easy to see, we can see what the rest of the team has quoted and where they're at with their leads. Also useful for our sales admin team to be able to view quotes without searching through emails and excel sheets.

Cons

with we could delete the subitem column from the board once added!

Review Source

BP

Bret P.  
Owner  
  
Used the software for: 2+ years

### "Monday (formally known as DaPulse) is a great tool for teams, coordinators and clients alike. "

April 16, 2018

5.0

Easy to integrate teams, coordinators and clients. Communication is seamless and collaboration is very easy. Monday gives you great control over project management and lets the whole time collaborate and turn in on time. Clients can also benefit as they are in the loop and can collaborate as well. Overall very easy to use and customer service is acceptable.

Pros

Basic package is a great value compared to other softwares. Pretty easy to use once you've mastered the learning curve. Streamlined and overall great experience on smartphones. Desktop App is great.

Cons

Premium features will cost you and are packaged. For my company only the Gantt feature is something we need from the premium package, however we are forced to pay much more for features we don't need. If we could get that feature as a standalone to my basic package I would give it a 5/5. Duplicating boards is easy, however it would be great to be able to duplicate without the contents, that way we wouldn't have to delete each input manually.

Review Source

JF

Jennifer F.  
Publicist  
Entertainment  
Used the software for: 6-12 months

### "Great for organization, deadlines, and execution of projects"

April 25, 2022

5.0

Terrific. Seemless, and so helpful.

Pros

CRM - we have a huge database of clients, and this has been key in our pipelines for our PR campaigns.

Cons

Doing the automations takes time, and can get a bit confusing, but really helps the flow of our work.

Alternatives considered

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

Reason for choosing monday CRM

The interface.

Switched from

[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)

We didn't have enough organization and automation.

Review Source

JB

Jenny B.  
Project Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "Monday.com is my pride and joy! "

April 25, 2022

5.0

Pros

We absolutely love the ease, all the features, just everything about it. We’re are always amazed at the product as a whole and it runs our entire business! We can’t recommend Monday.com enough.

Cons

When you make copies, it’s a little annoying having to always delete the copy out of the copied item but otherwise LOVE MONDAY!

Review Source

VR

Verified Reviewer  
Operations Director  
Education Management  
Used the software for: 6-12 months

### "Small business CRM and lead management"

April 20, 2022

5.0

Great, would highly recommend for ease of use and quick upskilling plus deployment

Pros

Ease of use, you can see all your clients on one page, integration with apps such as Jotform and email

Cons

The integration with Mail Chimp and email could be much better

Review Source

CR

Conrad R.  
CRO  
Information Technology and Services  
Used the software for: 6-12 months

### "Big fan here!!"

April 20, 2022

5.0

Pros

Ease of use Templates Speed to deploy changes Flexibility Scalability

Cons

Not really - haven't come across any yet

Reason for choosing monday CRM

Flexibility, no need for external resource

Review Source

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