# monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 # Reviews of monday CRM Ease of use 4.7 Customer Service 4.6 ## Pros and Cons in Reviews SG Simran G Senior Client Success ManagerReal Estate, 11 - 50 employeesUsed the software for: 1-2 years. “From start to finish we've slowly started bringing over our departments onto CRM - starting with customer success into sales & services and now events, it's honestly changed the way we operate our business and given us the chance to create visibility in areas that were siloed previously and allow us to join the dots up together much cleaner.“ April 20, 2026 Ashley N Founder, Marketing and Operations SpecialistMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “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).“ April 23, 2026 AR Anais R COOMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ April 28, 2026 DM Desiree M FounderInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “That means an email about Deal A will also show up under Deal B and Deal C if the same contact is linked, which can create confusion for reps trying to track deal-specific communication.“ April 20, 2026 SC Starla C Project ManagerMarket Research, 2 - 10 employeesUsed the software for: More than 2 years. “I also really love the ability to track and visualize data through as microscopic of a lenses as needed with the use of custom filters and settings.“ April 20, 2026 SC Starla C Project ManagerMarket Research, 2 - 10 employeesUsed the software for: More than 2 years. “Also the ability to have boards that allow you to track multiple levels of subitems currently feel very limiting as a feature.“ April 20, 2026 KT Ken T MarketingHospitality, 2 - 10 employeesUsed the software for: 6-12 months. “The ability to tailor pipelines, automate follow-ups, and integrate with tools like Slack and Gmail has helped us streamline a lot of our manual processes.“ July 29, 2025 PB Patrick B Business Development SpecialistReal Estate, 2 - 10 employeesUsed the software for: Less than 6 months. “Something I don't like as much is the email feature, it feels clunky to me and unintuitive, and there are times where I have to write my email in a different word processor and copy and paste it into monday because I can't get it to look the way I want right in the CRM software.“ July 29, 2025 ## Showing most helpful reviews Showing 1-25 of 461 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use David C. Director Project Finance Renewables & Environment Used the software for: Less than 6 months ### "Enjoying using the new Monday CRM!" July 30, 2025 5.0 We've been really pleased with . It's user-friendly and delivers all the essential features we expect from a CRM. Initially, we considered more specialized CRM options, but since we already use Monday across our organization, we gave Monday CRM a try, and it has fully met our needs! Pros User-friendly, intuitive, and equipped with all essential CRM features: - Clear pipeline view for streamlined deal tracking - Fully customizable stages to fit our workflow - Deal weightings for accurate forecasting - Comprehensive customer, deal, contact, and close date management - Robust attachment capabilities - Detailed record-keeping for enhanced organization Cons We're enjoying the software overall, with no major drawbacks so far. I expect the automation features will keep improving over time. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Had all the features we needed, simple to use and integrated into our task. project and document management system that we use in Monday. Review Source JI Jenn I. Chief Experience Officer Financial Services Used the software for: 2+ years ### "Monday saved the Day!" July 30, 2025 5.0 Overall, I enjoy monday because of the ease of use, but also the general capabilities for a small business make it an efficient and. Way effective means to quickly set up my organization. Prior to setting up the CRM for our team, they were using spreadsheets and making lists to organize their clients and leads. In less than a week I was able to set up the system and implement a fully automated system for deal management. Pros The ease to set up and the workflow management of the CRM is very user friendly. It’s super easy to set up automations and any question I had I could do a quick Google search and an easy to follow tutorial was available. Cons Limitations with automations as well as being forced to buy capabilities through 3rd party integrations. Although mi day is very well pricing and we absolutely are getting the best value for our money, there are requirements to level up plan subscriptions in order to get all the needed benefits for the platform. Well worth it! Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing monday CRM Overall cost, as well as ease of use. Having used monday previously I was aware of how easy it would be to implement this over hubspot. Review Source jS jen S. admin Transportation/Trucking/Railroad Used the software for: 6-12 months ### "my opinion" July 29, 2025 3.0 user-friendly interface, customizable workflows, enhance team clarity and accountability. But its a learning curve for sure Pros its intuitive and visually appealing interface, making it easy to navigate and manage projects so easily Cons relatively high cost, especially for smaller company like ours, and a potentially steep learning curve Alternatives considered [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing monday CRM company chose it when i arrived here. Started to use it since 2024 Review Source MM Marcelo M. CEO Management Consulting Used the software for: 6-12 months ### "It’s a powerful tool" July 29, 2025 5.0 It’s a powerful tool that has become essential to my daily operations. I’ll definitely continue using it and recommending it to all my clients. brings structure, visibility, and flexibility to our workflow in a way that few other platforms can. Pros As a project manager, what I like most about is how seamlessly it integrates into my daily workflow. I use it every day to manage project timelines, task tracking, and internal coordination, and it also plays a key role in supporting our marketing operations. The flexibility to customize boards and automate processes makes it incredibly efficient for both strategic planning and hands-on execution. Cons When multiple team members are working on the same board at the same time, I still notice some minor instability or slowdowns. Since I manage large teams, this happens relatively often and can affect productivity during peak collaboration times. Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) I switched to monday because the features I needed were either no longer available or too hard to find in ClickUp and Microsoft Project. With monday, everything I need is easy to access, intuitive to use, and well-integrated into a single, streamlined platform. Review Source Avery C. Founder Computer Software Used the software for: 6-12 months ### "AWESOME! BETTER THAN HUBSPOT!" July 29, 2025 5.0 Beautiful and flawless. Zero lag. Zero issues. Everything that we believed it was, is. We will continue to use for the future. Pros The functionality of Monday for the low cost is an enormous benefit to our organization. We use the CRM for communication with clientele and have had zero issues or complaints about the product that we were sold on. Cons I wish there were more capability to enable cold outreach at scale. Combining the CRM with the beta Campaign tool and adding better outreach functionality would be awesome. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Was tired of support system that HubSpot has. Review Source TG Teal G. Senior Director Financial Services Used the software for: 2+ years ### "Great product and easy to use! " July 29, 2025 4.0 Pros Easy to use and set up. Out of the box templates and workflows are incredibly helpful. Easy to tailor to meet small or large needs. Cons Some relationships that come preset are a bit hard to undo to tailor to specialized needs. Sometimes an automation breaks when someone leaves the company. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing monday CRM Liked the Monday features better and our team felt it was easier to use. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Cost and ease of implementation. We could manage Monday without as much vendor support Review Source YP Yolanda P. Marketing Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Great and easy software to use" July 29, 2025 5.0 Overall, my experience with Monday.com has been great. I was able to test out the features quickly to see if it could work with our team. Pros \- Ease of use - Quick setup and onboarding - Love that you can test most features before committing. - Can be modified for a specific use-case Cons \- caps on emails that can be sent out (only 500 at a time) - would love more native integrations with other tools. - no text features included - limited marketing functions Alternatives considered [Givebutter](https://www.capterra.com/p/172048/Givebutter/) Reason for choosing monday CRM Ease of use, value for the price, pricing flexibility, and access to features before purchasing allowed me to show the team how it can be used and helped secure buy-in. Review Source JC Joe C. Business Development Real Estate Used the software for: Less than 6 months ### "Monday Review" July 29, 2025 4.0 Over all it is a pretty solid CRM. Huge step up from our last CRM, especially with the ability to speak with someone and get help walking through an issue. Pros Sequencing/Mass email have been a huge help and the ability to have different views from other users has been very useful. Cons Easy to corrupt all files when not all are formatted the same. Had an issue where we lost all of our uploaded contacts and had to start over. Review Source YS Yitzy S. Founder Marketing and Advertising Used the software for: 6-12 months ### "Great Software for Video Production Company" July 29, 2025 5.0 Im very satisfied. Pros You have everything in one place. Great value add to our business. The customer support is terrific and the user interface works really well. Cons very happy with monday, I dont like the fact that i need to pay seperatelty for CRM and OPerations, would of been great to have both under one plan Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[Notion](https://www.capterra.com/p/186596/Notion/) Was to complicated for me, needed to have it a bit more simple Review Source BC Brandi C. Business Development Manager Apparel & Fashion Used the software for: Less than 6 months ### "EMP Apparel Approved!" July 29, 2025 3.0 Overall, I enjoy this CRM. I am working on getting it functional so that my entire team can access the jobs and view the necessary files. Pros has a ton of functionality, I specifically like that there are automations and integrations. Cons There are almost TOO many options when it comes to automations. Sometimes it's very overwhelming to try and navigate because everything is talking to each other. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing monday CRM They didn't get back to me in time, Monday did Review Source MP Marlon P. Owner Banking Used the software for: Less than 6 months ### "Mr - Owner" July 30, 2025 5.0 So far it has been very positive as I am still learning the whole landscape and what the CRM is capable of Pros The simple visual aspect and the ease of use as well as the automations. I am still yet to link up my email, however this will be a huge benefit Cons The cost - I can't purchase 1 seat as I am a solo operator. I want a simple to do list which i cant easily find. Alternatives considered [ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing monday CRM Had more third party integrations and better automation/AI use Review Source SL Stephanie L. Tour Manager Leisure, Travel & Tourism Used the software for: 1-2 years ### "User friendly, great for task management and viewing large quantities of data" April 27, 2022 4.0 Pros We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place. Cons The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not logging. After spending nearly 7 months working with the customer service team and getting no where, we gave up. Unfortunately we can't count on this essential piece and unless they sort out the problems, it may be cause to look for other CRM software in the future as our business continues to grow. Another problem is the software will often freeze or not load. The only solution we've found is to wait till later to try again or sometimes opening a new browser will help. This has caused few major problems but a lot of headaches! The integration with MailChimp is currently pretty pointless for our needs. I wish they gave you other options for what you can do with that integration or let you customize the scenarios. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) ActiveCampaign was very clunky when it came to storing and accessing a lot of data that needed to be referenced on a daily basis. Had a lot of problems with their automations and inconsistencies in data being saves. Review Source HF Haley F. Strategic Assistant Professional Training & Coaching Used the software for: 1-2 years ### "Great CRM/project management software!" July 29, 2025 5.0 10/10 would use again! Great software to manage both people and projects. I love that we can add tags and statuses for people. Pros Amazing customer support. The rep I spoke with was very patient with me, answered all of my questions, and even sent a video recording to explain something to help me understand. 10/10! Cons I personally find the automations a little bit confusing. It's great Monday is customizable, but sometimes the ability to customize makes things confusing because I can only search general information. Review Source AC Amelia C. Director of Impact Non-Profit Organization Management Used the software for: Less than 6 months ### "Early days but optimistic!" July 29, 2025 4.0 So far, I am excited about and optimistic that it will help our business manage our lead and proposal workflows more effectively and transparently across different lines of the business. Pros So far, it seems like is very intuitive and user friendly. For example, for most functions there are multiple ways of accomplishing the same task, which makes it easy to find the option that works best for you. The user interface is sleek and attractive, and I find the platform easy to navigate. I'm excited about the automation that the platform offers and the ability to integrate with our existing Google Drive file structure. Cons I am having a slightly harder time figuring out how to do more specific tasking (e.g. managing a full proposal workflow). I'm sure that monday has this capability, but it is taking me a bit longer to navigate it as it is less intuitive. It is also costly to add additional users, which is a burden for a small business like mine. Review Source Rian M. Founder Marketing and Advertising Used the software for: I used a free trial ### "Excellent Client Relations Management CRM " April 19, 2025 5.0 My overall experience has been very smooth with the CRM. It is definitely a learning curve with all the features and what you have to do to begin your workflow with your team. Pros I really love the customization and Ui design. Our team used Monday.com to build our client relationships with other busineses. The email tracking was very usefu and gave us better input for our email campaigns. There were alot of integrations as well that allowed us to create better workflows, for example slack. Cons It's definitely a fast learning curve, however once you've figured it out. it's uphill. Review Source JR Jade R. Administrative Assitant Retail Used the software for: 6-12 months ### "Monday.com is the most functional CRM and project management tool!" July 29, 2025 5.0 It's been extremely helpful in organizing my daily work tasks, tracking progress within various teams, and tracking meetings and notes. Pros I appreciate the flexibility in customizing various workflows. I'm also excited that Monday.com is implementing AI functions and tools, which I am still learning to use. Cons I wish there were more options to add visual aesthetics similar to how you can customize certain things in Notion. Review Source GW Giovanna W. Client Support Lead Market Research Used the software for: Less than 6 months ### "Monday is Efficient!" July 29, 2025 4.0 So far, Monday has been very helpful to my team. When one of us is out, it is easy to pick up where we left off. Pros It is easy to use. The workflow management is very helpful to my team. We are able to use a checklist to see what the next steps are. Cons At first glance, it is difficult to know where to start to set up. The tutorial videos are a little too fast. Review Source PD Patricia D. Office Manager Accounting Used the software for: Less than 6 months ### "Best CRM ever" July 29, 2025 5.0 Very interactive, simple enough for all users and the visual is very appealing. I would recommend to everyone. Pros Very easy to use and connect to our existing CRM. All our teams members have the same view and can make teh approxiate changes and updates Cons So far nothing but we only have been using it for over a month. Time will tell if need anything else Review Source VR Verified Reviewer Operations Manager Information Technology and Services Used the software for: 6-12 months ### "Monday CRM :Review" January 28, 2025 5.0 overall is great for integration for it's price range Pros it's super easy to use and set up compared to other CRMs I've used Cons feature differences between standard and pro arre too vast, there should be another price option with more than 250 actions but less than 25,000 Review Source oH oliver H. BDR Information Technology and Services Used the software for: 6-12 months ### "It is Great!!!" April 15, 2025 5.0 Pros is used everyday in my work and is extremely important to my day to day work. It is easy to use and very easy to manage Cons Sometimes the automations can be skewed and lead to a lot of lost time trying to fix them, however, each time becomes easier Review Source FP Fernando P. Director of Projects Construction Used the software for: Less than 6 months ### "My experience after 3 months of use review" July 29, 2025 4.0 Good enough for the time that Im using it. To be honest Im using the 25% of it capabilities but for now its good enough. Pros The interactive screens with several types of graphs that allows high level visual understanding of the ongoing process Cons A lot of options that sometimes does not make any sense in the area that are located. Would be good to have more "minimalistic" menus. Review Source MO Madeline O. Program and Operations Management Higher Education Used the software for: Less than 6 months ### "New to Monday, love it!" July 29, 2025 5.0 Pros I have loved using Monday.com. Super user friendly, affordable, and great to work across teams. We have loved working with this product. Cons We are working hard to utilize Monday.com to its fullest. We have had some trouble with support and utilizing people rather than the boards. I wish we had more human help with that. Review Source MK Musonda K. Customer service officer Airlines/Aviation Used the software for: Less than 6 months ### "Efficiency in CRM" February 8, 2025 5.0 Satisfactory, able to do what it says which works for me and my job Pros Was efficient to use and gave me more time to do other aspects of my job Cons Wasn’t too sure about it as I had not seen so many reviews on it. Review Source bE bakka E. invetory officer Building Materials Used the software for: 1-2 years ### "Great experince with in a min time " September 11, 2024 2.0 Pros Workflow features was the main reason why i purchased this software but it didnot move on well for the time i used the software. Cons I wish they could refund me the subscription that i wasted while using this software. Review Source PTCH Princess Terana Caram H. Freelancer Computer Software Used the software for: 6-12 months ### "simple and easy to use" February 25, 2023 4.0 Overall, the problems I solved are the organizing and tracking. I realized the benefit of lead management and storing contacts. I like how this software makes my complex task easier. Pros The most impactful features are the lead management, lead capturing and customer onboarding. It is so easy to use based on my own experience. When I integrated it to my business, it runs smoothly. Cons I like all the features but what I like least is the forms. I think it needs a little bit more options. In my case, I sometimes use it but sometimes I don't. I just prefer printed forms and personal transactions. I'm learning to utilize it though and so far, I'm liking it. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.