--- title: "monday CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is monday CRM the right CRM solution for you? Explore 466 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" --- monday CRM 4.7 (466) 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 September 17th, 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 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 SE Sandy E Office AdministratorFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years. “I am not a huge fan that some features don't cross over between the two platforms of the CRM and work management, and also, I do wish that it was easier to add standard columns.“ April 20, 2026 ## Showing most helpful reviews Showing 1-25 of 466 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ashley N. Founder, Marketing and Operations Specialist Marketing and Advertising Used the software for: Less than 6 months ### "A great product to grow with" April 23, 2026 4.0 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 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. monday CRM 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 monday CRM 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 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 PK Patrick K. Vice President at JPK and Associates, Inc. Construction Used the software for: 2+ years ### " my monday CRM" May 17, 2026 5.0 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 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 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 Monday CRM 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 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 KR Kurt R. Owner Insurance Used the software for: I used a free trial ### "Great product, but a bit pricey." June 5, 2025 4.0 I really liked Monday crm, it was a good program and were my finances different, I may have chose to go with it. Pros Monday was a really complete system that had everything I needed for my business. It was easy to set up. Cons It is relatively expensive for what it offered and the expense was too great for my business at the time. Alternatives considered [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) Reason for choosing monday CRM I chose to test this product first as it seemed like a more appropriate tool for my business Review Source PD Pat D. Sr. Director, Finance Hospital & Health Care Used the software for: 1-2 years ### "Monday.com elevated your company's transparency and collaboration" April 23, 2025 5.0 Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking super simple. Pros Monday makes project management and collaboration a breeze. So easy to work in a remote environment and inform other teams of progress. Cons Monday is an expensive tool, so certainly a premium product to Asana but has more functionality so worth the money. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) This is a better tool, though more expensive but Asana was not doing it for us. Not enough technical improvements. Review Source CA Christina A. General Manager Construction Used the software for: 2+ years ### "So Convenient" December 3, 2021 5.0 Monday allowed us to input all useful data into one software. I am so grateful for it! Pros This software can be utilized in almost any facet imaginable. Want an interactive spreadsheet? Got it. Need to communicate with employees? Go ahead. Do you need the ability to upload and share vital documents, or maybe send sales or performance reports? Check! And it is self explanatory, no need for hours of toiling to get these things accomplished. Cons Monday was a game changer for me, it really brought us into the world if efficiency. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel did not allow for the reporting we needed, it was tedious and vague. 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 SR Sundar R. Consultant Finance HR and Legal Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Powerful, Flexible Platform That Streamlines Workflows" July 30, 2025 5.0 Overall, my experience with Monday.com has been very good. It’s a powerful and easy-to-use platform that has helped streamline our workflows and improve visibility across tasks. The CRM module, in particular, has been very useful. While there was some overlap with other modules like Work Management, once streamlined, the platform delivers great value and efficiency. Pros Monday.com is incredibly flexible and user-friendly. The CRM module alone covers a wide range of needs — from task tracking to client communication — and the visual interface makes team collaboration easy and clear. Cons Some modules like Work Management and CRM have overlapping features, which can lead to redundant subscriptions and unnecessary costs. It would be great if Monday.com offered clearer guidance or bundling for similar-use cases to avoid overpaying. 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 monday CRM 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 monday CRM 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 VR Verified Reviewer Virtual assistant Writing and Editing Used the software for: 6-12 months ### "Still a Great Platform to Keep Everything in One Place!" April 22, 2026 5.0 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 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 VK Veronika K. Administrator Accounting Used the software for: Less than 6 months ### "Monday Is Awesome" July 29, 2025 5.0 At first, I had trouble understanding what each tab was for since there was so many clustered in one space. Though, it took me only a week or so to fully get acustomed to the program Pros Its easy to use, colorful, engaging, and clean-cut. I appreciate the confetti and automated noises, its fun. Cons Its a bit cluttered, things are very close together and some things are difficult to access for my older coworkers. Review Source VR Valerie R. Northwest Regional Manager Civic & Social Organization Used the software for: Less than 6 months ### "Monday CRM Review" July 29, 2025 5.0 Great so far! I think once I get into a rhythm with things it will be incredibly helpful and will make me far more efficient. Pros It organizes my contacts so neatly and makes partner management less overwhelming. It also helps me keep track of customer interactions that are not usually logged and are forgotten about. I like the idea that the person who comes into my role after me will be able to access the entire history of customer interactions and be caught up. Cons It does require more effort and meticulous logging, especially on the front end. Because it does not automatically "log itself"/ is not connected to my email I have to manually add any updates. This helps keep me organized but is a bit tedious. 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 TC Tara C. Owner Marketing and Advertising Used the software for: Less than 6 months ### "Love Monday CRM" July 29, 2025 5.0 It’s very helpful with allowing my partner and I to update each other on our clients without having to meet as often. We can catch us with who the other is speaking to in real time Pros It allows us to keep track of our clients and as a small business this is very important as it’s just the 2 of us. Cons So far we have not disliked anything. It’s user friendly but there are a lot of different areas that a tutorial video would be helpful when fist navigating the website Review Source MB Madeline B. Registered Dietitian Food Production Used the software for: Less than 6 months ### "Love Monday.com" July 30, 2025 5.0 Good! I enjoy the CRM and the ease of using all of the features for the most part. I would recommend this to anyone. Pros The ease of using it. User interface is very simple to learn and I like that I can add systems simply. Cons Confusion with some features including sending mass emails. I also think there could be some more simple ways to create new groups. Review Source MB Michael B. Recruiter Real Estate Used the software for: 1-2 years ### "Monday CRM review" January 24, 2025 5.0 I used it to keep track of my clients. I used a different format for my texts and emails on a massive level. Pros It is very affordable compared to other CRM's Cons Could not use Monday on a massive scale. Example: sending 400 emails at a time. Review Source VR Verified Reviewer CRM Manager Information Technology and Services Used the software for: Less than 6 months ### "Monday CRM feedback from the customers" December 2, 2024 2.0 The customer support is very negligible and they can give more attention to small startup business as well and during the trial period as well they can reach out to us and ask about the feedback but nothing has happend. and you need to learn all the operational work by yourself only by watching videos Pros AI email replies and Sale tracking and lead scoring features I Liked and they are doing continuous features addition. Cons The customer support is very weak and also there are many lags in the crm as well, it can be better in terms of UI and need in person demo to understand all these feature with any videos you will not get anything 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.