--- title: "monday CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about monday CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/245800/Monday-CRM/" page_type: "product" language: "en" --- # monday CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) monday CRM ## What is monday CRM? monday CRM enables revenue teams to improve efficiency at every stage of the customer journey. The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time. With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before. To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform. ## What is monday CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Recognitions Shortlist Overall rating Based on 465 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Pros & cons Intuitive and accessible platform Highly adaptable workflow customization Costly for small teams Starting price $12 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Construction CRM / 2025 - Contact Management / 2025 - Inside Sales / 2025 - Lead Management / 2025 - Nonprofit CRM / 2025 - Real Estate CRM / 2025 - Sales Force Automation / 2025 - Sales Forecasting / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## monday CRM alternatives Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (4,477)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,801)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/245800/Monday-CRM/alternatives/) ## FAQs about monday CRM Overview ### What problems does monday CRM solve? monday CRM helps teams eliminate scattered lead tracking, unclear task ownership, manual follow-ups, and poor visibility across projects, sales pipelines, and client work. Sales, operations, agencies, project managers, and small business teams use it to centralize information, automate status updates, coordinate handoffs, and keep nothing from falling through the cracks. Answer based on 311 reviews Overview ### Which roles and teams benefit most from monday CRM? monday CRM benefits sales teams, business development managers, and account managers that need to track leads, manage pipelines, and follow up consistently. Executives, founders, and owners use dashboards for visibility into revenue and team activity, while project, operations, and office managers coordinate workflows, handoffs, and customer-related tasks. Answer based on 452 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is monday CRM built for? monday CRM is built primarily for small businesses, which make up 91% of reviewers, with Marketing and Advertising leading at 14%. It also serves midsize businesses at 4% and enterprises at 5%, with additional adoption in Information Technology and Services at 8% and Real Estate at 7%. Answer based on 463 reviews Features and Usability ### What are the key features of monday CRM? monday CRM includes core sales features like contact management, lead management, pipeline management, and deal tracking, plus differentiators such as customizable boards, workflow automation, and email integration. Reviewers also frequently mention dashboards, task management, reminders, and templates for managing sales processes, follow-ups, and cross-team collaboration. Answer based on 213 reviews Pricing ### How much does it cost and what fees or limitations are included? monday CRM starts at $12/user/month for Basic, with Standard at 17 and Pro at 28, plus a free trial. Reviewers often call Basic a good value and like not paying per client, but small teams say costs rise quickly with more users and advanced features, while Basic can feel limited. Answer based on 79 reviews Integrations ### Which third-party tools and platforms does monday CRM integrate with? monday CRM integrates with Gmail, Microsoft Excel, Mailchimp, Microsoft Outlook, Slack, Google Calendar, Google Drive, and Microsoft Teams. It supports over 20 integrations overall, with additional connections in its catalog including Dropbox, LinkedIn for Business, Salesforce Foundation, HubSpot CRM, PandaDoc, Aircall, and OneDrive. Answer based on 85 reviews Getting Started and Support ### How easy is it to onboard and train a team on monday CRM? monday CRM is quick to onboard for many teams, with in-person training, live online sessions, webinars, documentation, and videos available. Reviewers say nontechnical users and client-facing teams often get started fast, while admins, larger organizations, and users new to CRM may need more time to learn setup, linking, and advanced features. Answer based on 32 reviews Getting Started and Support ### What customer support options does monday CRM offer, and how do users rate the experience? monday CRM offers email/help desk, FAQ/forum, a knowledge base, 24/7 live rep, and chat. Users often describe support as fast, helpful, and patient, with many issues resolved quickly. Some reviewers, however, report inconsistent help on complex integrations, occasional delays, and a learning curve that can make assistance feel less personal. Answer based on 106 reviews Ease of use ### How easy is monday CRM to use? monday CRM feels easy to use for most teams because the visual layout, shared boards, and simple workflows make daily work clear. Sales, operations, and small business users often learn it quickly, though some mention an initial learning curve, occasional confusion with advanced features, and slowdowns on busy boards. Answer based on 213 reviews ## Who uses monday CRM? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Intuitive and accessible platform 93% positive reviews out of 188 Most reviewers describe ease of use as enabling quick onboarding, smooth collaboration, and efficient workflow management. Valerie R. Northwest Regional Manager, 51 - 200 employees. "It organizes my contacts so neatly and makes partner management less overwhelming." Costly for small teams 39% negative reviews out of 57 Some users report pricing is high, with limited basic plans and added costs for more users or features. Highly adaptable workflow customization 96% positive reviews out of 49 Most users report customization options allow easy tailoring of templates, dashboards, and layouts to specific business needs. Comprehensive project organization tools 97% positive reviews out of 34 Most reviewers indicate project tracking enables seamless task management, clear progress visibility, and improved team coordination. Pat D. Sr. Director, Finance, 201 - 500 employees. "Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking super simple." ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) monday CRM supports all three features that reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales cycle, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into sales activity, and close opportunities with greater consistency. Contact Management 4.5 (131) 67.18% of 131 reviewers that rated this feature as important or highly important You can centralize and personalize client information, automate workflows, and link contacts to projects. Reviewers appreciate the ease of tracking communications and reminders, but some say filtering and importing contacts could be more flexible and streamlined. Sales Pipeline Management 4.5 (107) 61.68% of 107 reviewers that rated this feature as important or highly important With this capability, you can clearly visualize and customize your sales process, track leads, and forecast revenue. Reviewers appreciate the intuitive interface, automation options, and dashboard visibility, though some mention missing Gmail email tracking integration. Lead Management 4.6 (120) 65.00% of 120 reviewers that rated this feature as important or highly important It gives you an organized way to track, update, and collaborate on leads. Users think it’s easy to manage, customize, and share lead information, and they value integrations like Zapier with Rocket Reach for streamlining lead capture and follow-up. Data Import/Export 4.3 (43) 67.44% of 43 reviewers that rated this feature as important or highly important Import and export data to and from software applications Task Management 4.6 (99) 70.71% of 99 reviewers that rated this feature as important or highly important monday CRM offers a straightforward way to assign, track, and visualize tasks for teams. Some reviewers find it keeps workflows organized, supports remote collaboration, and makes progress visible, though a few wish for improved mobile and kanban capabilities. Reporting/Analytics 4.3 (82) 67.07% of 82 reviewers that rated this feature as important or highly important This aspect helps you monitor sales performance, forecast, and create customizable dashboards. Reviewers indicate reports are easy to set up and visually appealing, but some wish for deeper metrics, better exporting, and smoother integrations with other platforms. monday CRM 88 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Tracking: Track all company interactions with current clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: You can centralize and personalize client information, automate workflows, and link contacts to projects. Reviewers appreciate the ease of tracking communications and reminders, but some say filtering and importing contacts could be more flexible and streamlined. - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Healthcare: Software designed for the healthcare industry - For Mac Devices: Operate/access software on Mac Devices - For Nonprofits: Software specialized for non-profit organizations - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: It gives you an organized way to track, update, and collaborate on leads. Users think it’s easy to manage, customize, and share lead information, and they value integrations like Zapier with Rocket Reach for streamlining lead capture and follow-up. - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Tracking: Monitor the progress of projects from start to finish - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: This aspect helps you monitor sales performance, forecast, and create customizable dashboards. Reviewers indicate reports are easy to set up and visually appealing, but some wish for deeper metrics, better exporting, and smoother integrations with other platforms. - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Pipeline Management: With this capability, you can clearly visualize and customize your sales process, track leads, and forecast revenue. Reviewers appreciate the intuitive interface, automation options, and dashboard visibility, though some mention missing Gmail email tracking integration. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: monday CRM offers a straightforward way to assign, track, and visualize tasks for teams. Some reviewers find it keeps workflows organized, supports remote collaboration, and makes progress visible, though a few wish for improved mobile and kanban capabilities. - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (463) 4.5 Based on 463 reviews ## Pricing Value for money 4.5 (404) Free Trial [View pricing plan details](https://www.capterra.com/p/245800/Monday-CRM/pricing/) Basic $12.00 Per User,Per Month It includes: - Customizable pipelines - Unlimited contacts - Unlimited boards - Templates - iOS & Android app - Create a dashboard based on 1 board Standard $17.00 Per User,Per Month It includes: - Advanced account, contact, & deal management - 2-way email integration with Gmail and Outlook - Activity management - Quotes & invoices - Merge duplicate data - Custom CRM automations (250 actions per month) - Custom CRM integrations (250 actions per month) - Create a dashboard that combines 5 boards - AI email generator Pro $28.00 Per User,Per Month It includes: - Sales forecasting - Email tracking & automations - Google Calendar sync - Sales analytics - Customizable email signatures - Custom CRM automations (25,000 actions per month) - Custom CRM integrations (25,000 actions per month) - Create a dashboard that combines 10 boards - Email templates with custom parameters - Mass emails - HTML editor for mass email - Mass email tracking Enterprise Custom Quote Available It includes: - Lead Scoring - Mandatory Fields - Team Goals - Advanced Analytics (Up to 50 Dashboards) - Account Management - Documents For Sales - Enterprise-Scale Automations & Integrations - Enterprise-Grade Security & Governance - Multi-Level Permissions - HIPAA Compliance Value for money 4.5 (404) 4.5 Based on 404 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (387) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (387) 4.6 Based on 387 reviews ## User reviews Overall rating 4.7 Based on 465 reviews Filter by rating 5(337) 4(115) 3(8) 2(5) 1(0) Mentioned topic Sorted by most recent Douglas N. Diretor Staffing and Recruiting ### "Intuitive and highly customizable CRM for sales teams" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 4, 2026 Pros monday CRM offers a modern, intuitive interface that simplifies the organization of leads, opportunities, and sales activities. The platform allows users to create custom workflows, automate repetitive tasks, and track team performance via visual dashboards. Integration with other tools and flexible configuration options make the system suitable for businesses of all sizes. Cons Some more advanced features are available only on higher-tier plans, which can increase costs as the company grows. Additionally, due to the high level of customization, the initial setup may require some time to fully leverage the platform's potential. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Operations manager Health, Wellness and Fitness ### "Very Useful team software " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 4, 2026 Pros Product is amazing for teams! It will keep everyone connected and communication open. Integrations are plenty so it works great with any other software you may use! Cons I wish it has a paid version/option for individuals. I am self employed and would use it if I didn't have to pay for a minimum of 3 seats Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AC Avery C. Founder Computer Software ### "BETTER than HubSpot." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 31, 2026 Monday is and always has been my favorite CRM. It works well within our business and fits all of our needs. Pros Monday CRM has every feature needed and continually adds new features, including the new AI features. This is the best all around CRM/marketing tool we have ever used. Cons I wish there were better marketing and cold out-reach tools like better email blast tools, SMS, etc. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Was tired of support system that HubSpot has. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Rian M. Founder Marketing and Advertising ### "Best CRM Tool " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 1, 2026 My overall experience with Monday CRM has been very pleasant. When i first started using it, we were struggling to learn it. However of the years they made it more easier to onboard. Pros I really love the UI and UX of the platform. I also appreciate that the team behind monday CRM is constantly evolving and improving the product with new features. It's been a refreshing change compared to HubSpot. Cons It's definitely a learning curve when we first started using it. It still is for some of our hires. However, when they're past that learning curve. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RR Rhonda R. Director Education Management ### "Not for Me" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 June 17, 2026 Not great, really ... I am not sure that I gave it a lot of opportunity to show off its best traits. I just didn't like the user experience. Pros It has a lot of potential, and I think it might be good for big projects. I am not sure what else to say though. Cons Clunky and disjointed, and it just wasn't steamlined in the way I had hoped it would be, especially for a paid product. Switched from [Slack](https://www.capterra.com/p/135003/Slack/) Requested by team, so we gave it a trial of 6 months. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PK Patrick K. Vice President at JPK and Associates, Inc. Construction ### " my monday CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 17, 2026 A massive boost in motivation to track my sales. The tool makes client management almost playful, which prevents me from letting my follow-ups drag and directly boosts my commercial efficiency. Pros I have tested several customer relationship management tools, but this one really stands out for its colorful and ultra-visual approach. What I love is how easily I can design my sales pipelines. I can see in a flash where my prospects stand thanks to interactive status buttons ("To follow up", "In negotiation", "Won"). The internal automations are childishly simple to set up: for example, as soon as a contract changes status, an automatic email is sent or a task is created for my team. Cons Although the tool is extremely appealing at first, the pricing structure can quickly become prohibitive for a small structure as you add more collaborators. I have also noticed that when you start handling data tables containing hundreds of rows of contacts, the display tends to slow down slightly on standard web browsers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. OP Onuora P. Sales representative Automotive ### "monday CRM Makes Client Management Simple" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 8, 2026 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AR Anais R. COO Marketing and Advertising ### "Flexibility for the Win!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 28, 2026 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/) Reasons for choosing monday CRM I already have Monday for work management Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Ashley N. Founder, Marketing and Operations Specialist Marketing and Advertising ### "A great product to grow with" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 23, 2026 I am building out a monday CRM 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Virtual assistant Writing and Editing ### "Still a Great Platform to Keep Everything in One Place!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 22, 2026 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/245800/Monday-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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