--- title: "monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is monday CRM the right Small Business CRM solution for you? Explore 468 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/245800/Monday-CRM/reviews/" page_type: "reviews" language: "en" publication_date: "2026-11-09" --- monday CRM 4.7 (510) 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 November 9th, 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 MK Misty K Director of Community Based InitiativesNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “Not a huge fan of the client storage aspect, but I am judging this as the perspective of a non-profit way to track clients“ August 19, 2026 PK Patrick K Vice President at JPK and Associates, Inc.Construction, 11 - 50 employeesUsed the software for: More than 2 years. “I can see in a flash where my prospects stand thanks to interactive status buttons ("To follow up", "In negotiation", "Won").“ May 17, 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 ## Showing most helpful reviews Showing 1-25 of 510 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Siim S. MP Used the software for: Less than 1 year ### "Highly Modifiable and Quick to Learn for Beginners" November 12, 2026 4.0 solves problem of contact management and dealflow overview Pros very modifiable, quick to learn for beginner as well Cons it is still not as automated from other environments we use - to make entry easier Switched from [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) simpler interface / easier flow customisation Review Source Zafer Ç. Cloud Sales Manager Used the software for: Less than 1 year ### "Intuitive AI-Powered Workflows with Great MCP Connectivity" November 12, 2026 5.0 I can easily track customer proposals, opportunities, and leads. There are also import and export options available. Pros The ability to connect to AI tools via MCP, the option to record various workflows, and features like sending reminder emails are all great. The interface is well-designed; the application is highly intuitive, and the fact that it is AI-powered is a significant plus. Cons Sometimes, there can be hitches in automated workflows. Review Source Patrick B. ### "Easy Setup and Flexible Layers for Organizing Work" November 12, 2026 4.0 I use monday CRM to classify my work, and I like the layers because I can sort my work types. Pros I like the layers in monday CRM because I can sort my work types. The initial setup was really easy. Cons The AI can be a little better Review Source Akhilesh D. Senior Manager Used the software for: 1-3 years ### "A simple and effecting CRM for managing sales and client relationship" November 11, 2026 5.0 it help us to keep a track on our leads, client communication, followup and on going opportunity in one place Pros About Monday CRM it is very simple and easy to use, it keeps eveything organised in one place, from tracking leads and managing client relationship. Cons i think there any some features which take time to understand, espically when setting up custom workflow and automation Switched from [Apollo.io](https://www.capterra.com/p/158696/Apollo/) We switched becuase monday was more easy to use and more reliable than any other. It is more organised than any other CRM Review Source Noshin S. ### "Time-Saving Automation and an Organized Interface, Despite Lag" November 10, 2026 4.5 monday CRM makes my work management easier. Pros I use monday CRM for work, and it makes work management easier. I like the automation and organized interface. The automation makes tasks easier and less time-consuming, and the initial setup was very easy. Cons I find monday CRM can lag, and its automation systems could be improved. Review Source Nisar A. Project Manager ### "Effortless Automation in a Clean, User-Friendly CRM" November 10, 2026 4.0 I keep everything in one place, and the automations help a lot: invoices are generated and calculations are done automatically each month. Pros I like that everything is in one place and I love the automations. Invoices are generated each month, and the calculations get done automatically. I also like the clean look, how everything is organized, and the no-code system, builder, and pre-generated screens and UI. I can create different screens for different purposes and easily view charts, sales, monthly revenue, and investment for clients. The Slack integration is super helpful because I get notifications directly in Slack. I found monday CRM user-friendly and beginner-friendly, and I felt comfortable using it. The setup was super easy: AI helped me build boards, and with the Claude integration, I can run a prompt and get things done. Cons Nothing I can remember right now Review Source JP Jason P. Systems Administrator Used the software for: 1-3 years ### "User-Friendly Project Tracking and Billing Made Easy" November 10, 2026 5.0 projects and billings that were being overlooked previously since we don't use any CRM to monitor it, with the help of Monday, everything is being taken care of. Pros It makes tracking projects and billing much easier for everyone on our team. With its very user-friendly UI, it’s easy to follow what’s going on, and no project or billing item gets overlooked. Performance-wise, it’s pretty quick, and since we use the browser-based version, we barely encounter any downtime. Cons I honestly can’t think of any downsides, since the functionality we need is being met. Review Source Chelsea T. Director of resource development Used the software for: 3-5 years ### "Great for task and team task management" November 9, 2026 5.0 Organization of tasks, tracking team tasks too, and following organized steps and processes with due dates Pros Helpful for both personal and team organization, user-friendly Cons Nothing; it works great for me, and I have no feedback Review Source mary rose P. HR Asisstant ### "Easy to Customize and Keeps HR Work Organized" November 9, 2026 4.5 monday CRM helps me solve the challenge of tracking multiple HR tasks and processes in one place. As an HR Assistant, it’s especially useful because it keeps information organized, makes collaboration smoother, automates reminders, and helps ensure important deadlines and employee requests are handled efficiently. Pros What I like most about monday CRM is how easy it is to use and customize. As an HR Assistant, it helps me stay organized by letting me track tasks, manage employee records, and improve collaboration across teams. The automation and reporting features also make it easier to work efficiently and stay productive. Cons What I dislike about monday CRM is that it can sometimes feel overwhelming, especially when I’m managing multiple workflows and lots of customizations at once. As an HR Assistant, it can take time to get comfortable with the more advanced features and to keep large volumes of employee-related data well organized. That said, the overall benefits and efficiency gains still outweigh these minor challenges for me. Alternatives considered [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Reasons for choosing monday CRM I like it because it’s easy to use and efficient. Review Source Samantha P. LOGISTICS EXECUTIVE Used the software for: Less than 1 year ### "Easy to Use with a Great UI/UX and Customizable Dashboard" November 9, 2026 5.0 It helps us track shipments, and all data is easily available. IT CAN BE ALSO INTEGRATED TO OTHER APPS OR SOFTWARES LIKE CLAUDE TO EASE THE WORKFLOW. Pros Easy to use, and the UI/UX design is nice. It’s easy to understand, and I like that you can arrange your own dashboard to match your workflow. Cons Sometimes it takes time to load the information. Switched from Monday.com is easy to use. It has a mobile application, and I can also access it through the website. Review Source Manager 4.0 November 12, 2026 AI summary based on a full review monday CRM offers a flexible and cost-effective solution for teams needing customization in their sales processes, which was a significant improvement over HubSpot. However, the pricing structure can lead to paying for unused seats, and advanced features are locked behind higher tiers. Log in to unlock the full review, detailed ratings, and pros & cons Motion Designer 5.0 November 12, 2026 AI summary based on a full review This tool offers a reliable UI/UX that contributes to seamless collaboration across departments, making task management easier. The reviewer struggles to identify any shortcomings, indicating a high level of satisfaction. Log in to unlock the full review, detailed ratings, and pros & cons Customer Relations Manager Used the software for: 3-5 years 5.0 November 12, 2026 AI summary based on a full review monday CRM significantly improves the efficiency of retirement planning by consolidating all necessary documentation and communication in one place, leading to zero missed deadlines and substantial time savings. A potential enhancement would be to introduce deeper nested tracking for more intricate client cases. Log in to unlock the full review, detailed ratings, and pros & cons Laboratory Assistant 5.0 November 12, 2026 AI summary based on a full review monday CRM is praised for its friendly interface and powerful automation features that help centralize data management. However, the reviewer expresses a desire for the ability to send WhatsApp messages through the CRM's automation. Log in to unlock the full review, detailed ratings, and pros & cons Business Owner / Founder Used the software for: Less than 1 year 5.0 November 12, 2026 AI summary based on a full review Using Monday has streamlined task management and improved sales organization, leading to quicker responses to clients. A limitation is occasional lack of support in Russian, though the team works to address this issue. Log in to unlock the full review, detailed ratings, and pros & cons Business Development Manager Used the software for: 1-3 years 5.0 November 12, 2026 AI summary based on a full review The CRM is praised for its straightforward design and effective automation capabilities, which streamline client management. However, the AI's slow response time and limited access to the formula feature for certain accounts are areas for improvement. Log in to unlock the full review, detailed ratings, and pros & cons Verified Reviewer 4.5 November 12, 2026 AI summary based on a full review Users benefit from the user-friendly design and extensive learning resources available for monday CRM. A limitation noted is the need for better integration options with online property platforms. Log in to unlock the full review, detailed ratings, and pros & cons SEO Content Writer 5.0 November 11, 2026 AI summary based on a full review The platform simplifies task assignment through automation, reducing the need for reminders about urgent tasks. However, new users may find the interface overwhelming initially, and a tutorial could enhance the onboarding experience. Log in to unlock the full review, detailed ratings, and pros & cons Verified Reviewer 4.5 November 10, 2026 AI summary based on a full review monday CRM provides a well-organized system that aids in task management and automation, which can improve overall productivity. There are some inconsistencies reported, though details on these issues were not specified. Log in to unlock the full review, detailed ratings, and pros & cons Virtual Assistant Used the software for: 1-3 years 5.0 November 10, 2026 AI summary based on a full review Monday CRM provides a reliable solution for managing customer data, which is especially advantageous for beginners. The review indicates no significant drawbacks after three years of use. Log in to unlock the full review, detailed ratings, and pros & cons Lead Developer Used the software for: 1-3 years 4.5 November 9, 2026 AI summary based on a full review Monday CRM effectively consolidates customer management processes, improving team communication through integrations with tools like email and Slack. However, its rigid structure can limit flexibility in task management. Log in to unlock the full review, detailed ratings, and pros & cons Senior Graphic Designer 2 5.0 November 9, 2026 AI summary based on a full review monday CRM simplifies the process of handling office tickets, making it easy to track and manage requests in a centralized location. There are no reported limitations, as the setup is straightforward and the features are flexible and user-friendly. Log in to unlock the full review, detailed ratings, and pros & cons SAAS platform consultant & dev Used the software for: 1-3 years 4.5 November 9, 2026 AI summary based on a full review Using monday CRM has improved the efficiency of the sales team by consolidating customer order history and status in one platform, making quotes and follow-ups quicker. New users may find the numerous boards and columns somewhat overwhelming at first. Log in to unlock the full review, detailed ratings, and pros & cons monday.com Full stack developer and IC Used the software for: 3-5 years 4.0 November 9, 2026 AI summary based on a full review monday CRM centralizes client leads and activities, improving follow-up efficiency and accountability. However, the pricing can increase significantly with more users or advanced features, which may be a concern for some clients. Log in to unlock the full review, detailed ratings, and pros & cons QA Lead and Front-end Lead Developer Used the software for: 1-3 years 5.0 November 9, 2026 AI summary based on a full review monday CRM effectively centralizes sales activities and task management, which aids in reducing manual work and enhancing communication. However, setting up complex workflows can be time-consuming and may overwhelm users with too many boards and tasks. 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