# Page 7 | monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - Is monday CRM the right CRM solution for you? Explore 453 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 (453) 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 March 13th, 2026 # Page 7 - Reviews of monday CRM ## Showing most helpful reviews Showing 151-175 of 453 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 SC Sabrina C. Head of Business Development Health, Wellness and Fitness Used the software for: 2+ years ### "Monday.com review from Jems " April 19, 2022 5.0 Implemented in a former role when running a retail incubator as a CRM only. Now using it as a project management tool as well as a CRM. Pros The ease of use and onbaording for net new team members. I have implemented monday at two different start ups now and I just love it :) Cons I don't have any complaints- it serves us very well for our needs Reason for choosing monday CRM past experience Review Source ZM Zoe M. Designer Apparel & Fashion Used the software for: 6-12 months ### "LOVE Monday!!" April 19, 2022 5.0 We have been able to be more organized with the process of making sure things are being done in the same order as one another. We each have separate parts to make the whole, so it has really been a hero in helping us maintain efficiency in a timely manner. Pros I love how easy this software was to learn as well as customize to our teams needs. We have been able to be more organized as a company and achieve better results with the help of Monday. Cons So far I have no complaints about the software! Review Source AW Alana W. Grants and Awards Consultant Writing and Editing Used the software for: 6-12 months ### "An all in 1 solution for businesses" April 26, 2022 4.0 Pros I love that we can monitor and track our team's progress, with resource management and CRM capability we are able to house all our operational, marketing and sales needs on this one platform. Cons I feel a bit lost with all the features, for all the integrations I feel its a bit unclear how to set up certain integrations, eg: Integrating my emails to track conversations within CRM and to have a log of contact. Alternatives considered [Avaza](https://www.capterra.com/p/136096/Avaza/)[Trello](https://www.capterra.com/p/211559/Trello/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/) Reason for choosing monday CRM More capability and seemed to be more conclusive Review Source JS Jesse S. Chief Operating Officer Real Estate Used the software for: 1-2 years ### "Review of Monday.com for a real estate business" April 21, 2022 4.0 Fairly good. Has it's limitations Pros The ease of use. It's something that you can certainly get started with and implement fairly quickly. Cons The way you can set up boards, some of them need to look and act more like excel Alternatives considered [Podio](https://www.capterra.com/p/128631/Podio/) Reason for choosing monday CRM A good entry level CRM Review Source SP Silena P. Senior Client Success Manager Information Technology and Services Used the software for: 6-12 months ### "Excellent Product" June 1, 2022 5.0 Pros This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information. I would highly recommend this product. Cons It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time. Switched from [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Saleforce outsourced their development team, which made setting up our instance seem quite disjointed. Our CSM (or equivalent) was very helpful, but the process dragged on and on and there was no way to make impactful changes without looping this outsourced team. More work (and money!!!) than it was worth, and didn't end up doing everything we needed it to do. Review Source Electra H. CEO Internet Used the software for: 1-2 years ### "Over All for More Professional Users" May 8, 2022 5.0 over whelmed Pros its a beautiful layout . all the bells and whistles, nice structure Cons i felt i needed to hire a chief operating officer (coo) just to understand how to and when to set up these features for this system. Review Source VR Verified Reviewer Portfolio Manager Information Technology and Services Used the software for: 6-12 months ### "Monday.com - an easy to use visually appealing CRM" April 19, 2022 5.0 Pros My favorite part of the software are the robust automations you can write to automate your processes. And they can be written in seconds with the automation builder! Cons Importing data could use improvement. The product doesn't easily allow importing to certain data types, so you first have to import data as text, and then convert to dropdowns/status columns. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.