Monday CRM Reviews

What do you like best about monday CRM?The update's bubble. Also the track I can have on my leadsWhat do you dislike about monday CRM?I would like to send WhatsApps or make callsWhat problems is monday CRM solving and how is that benefiting you?Mostly reporting,

What do you like best about monday CRM?What I like best about monday CRM is how easy and simple it is to use. The interface is user-friendly, and it makes managing tasks, tracking progress, and organizing work much easier. I've been using monday CRM for almost 3 years now, and it's been a great tool for my daily work.What do you dislike about monday CRM?Sometimes, it can take a little time to get used to certain features, and there are a few limitations when customizing workflows. Other than that, I don't have any major complaints. Overall, it's still a great and easy-to-use platform.What problems is monday CRM solving and how is that benefiting you?Monday CRM helps me keep everything organized in one place. It makes it easier to track tasks, monitor progress, manage customer information, and keep up with follow-ups. It saves me time, helps avoid missing important details, and makes my daily work more organized and efficient.

What do you like best about monday CRM?I really love monday.com’s clean interface, intuitive navigation, customisable boards, and helpful automation features. It makes project management, task tracking, and team collaboration feel straightforward and efficient, so it’s easier to stay organised and keep work moving.What do you dislike about monday CRM?Some of the more advanced features take time to fully understand, and the pricing can get expensive as the team grows. I also feel that a few customization and automation options could be more flexible and easier to tailor to our needs.What problems is monday CRM solving and how is that benefiting you?monday CRM helps streamline lead management by tracking sales activities, organising customer information, and automating follow-ups. It keeps everything in one place, which improves team coordination and reduces manual work. Overall, it makes it easier to manage customer relationships and stay on top of sales progress.

What do you like best about monday CRM?I use monday CRM to manage our financial planning pipeline and keep client records in one place. It’s easy to update records and see where each client is in the process. I can quickly find Fact Finds and generate reports, and everything is already there and up to date instead of having to dig through spreadsheets or emails. It makes follow-ups easier and helps the team stay on the same page. I like how visual and fast it is; it doesn’t feel heavy like some CRMs. It’s clean, organized, and easy to keep up to date, so we actually use it every day. The basic reports are fast and super useful. Setup took time at first, but once it was done, it was great and very helpful.What do you dislike about monday CRM?Some reports could be more flexible. The basic reports are fast and super useful, but for really specific custom reports I sometimes have to export them and tweak them. Setup also takes time at first, and a little more simplicity would help.What problems is monday CRM solving and how is that benefiting you?monday CRM keeps my client information in one place, gives me a less messy pipeline, and makes updates, facts, and reports easier to find. It helps keep things from falling through the cracks and saves me time finding information.

What do you like best about monday CRM?I like that we can track projects and contacts, link customers to their orders, plan content releases, keep notes, and communicate easily across the team. It keeps everything connected and makes it simpler for team members to stay on the same page.What do you dislike about monday CRM?I’d like it to be easier to spot duplicate items so I can track them, delete them, and merge them between boards and similar places.What problems is monday CRM solving and how is that benefiting you?I use it to keep a record of our customer contacts and their past purchases.

What do you like best about monday CRM?I find monday CRM clean and simple to use. I like the conversational AI prompt and clear branding. The setup was extremely smooth and straightforward, with out-of-the-box templates and a visual layout. I also like the visual pipeline management, easy setup, and cost efficiency.What do you dislike about monday CRM?I find monday CRM lacks interactive elements. I’d also like the conversation and open-ended options to be more visible and engaging, with categories and guidance.What problems is monday CRM solving and how is that benefiting you?monday CRM helps address the lack of interactive elements for me.

What do you like best about monday CRM?What I like most about monday CRM is how easily it adapts to our daily operations. For example, in our accounting firm, we use monday to manage client engagements, track deals from initial discussions through to signed proposals, and monitor work progress across different team members. Having everything in one place makes it much easier to identify outstanding tasks, follow up with clients, and ensure nothing gets overlooked. It has significantly improved team coordination, reduced unnecessary back-and-forth communication, and made our overall workflow more efficient.What do you dislike about monday CRM?One area that could be improved is the level of automation and connectivity between different stages of our workflow. For example, in our accounting firm, we manage client engagements from initial enquiries through to proposals, payments, and job allocation. However, some information still needs to be manually updated across different boards or external platforms, which creates additional administrative work. It would also be helpful to have more advanced reporting features that allow us to analyse team performance, monitor outstanding engagements, and identify workflow bottlenecks without having to build complex dashboards. Improving these areas would make monday CRM even more valuable for managing our daily operations.What problems is monday CRM solving and how is that benefiting you?monday CRM helps us solve the challenges of managing multiple client engagements, tracking work progress, and coordinating tasks across different team members. In our accounting firm, we handle a large number of clients with different service requirements, deadlines, and ongoing engagements. Previously, it was difficult to maintain clear visibility over each client's status and ensure timely follow-ups. With monday CRM, we can track opportunities from initial enquiries through to engagement letters, payment confirmation, and job allocation, while keeping everyone informed of their responsibilities. This has reduced the risk of missed follow-ups, improved accountability, and made it easier for management to monitor workloads and identify delays. Overall, it allows our team to spend less time on administrative coordination and more time delivering value to our clients.

What do you like best about monday CRM?The automation features are what I like most. They make it easy to automate repetitive tasks and reduce the amount of manual work involved in managing CRM processes.What do you dislike about monday CRM?Some automations can take a little time to set up and understand, especially when you're creating more specific workflows. Once configured, though, they can save a lot of time.What problems is monday CRM solving and how is that benefiting you?Automation helps me save time, reduces manual steps, and allows the team to focus more on higher-value work instead of repeatedly doing the same administrative tasks.

What do you like best about monday CRM?What I like most about monday.com is its flexibility and ease of use. I can manage project tasks, track bugs, assign responsibilities, monitor progress, and organise team workflows using customisable boards. It helps keep everything organised in one place, improves team collaboration, and makes it easy to see task statuses and pending work without constantly following up with team members.What do you dislike about monday CRM?Some advanced features and automations can be difficult to set up, and the pricing can be high for smaller teams.What problems is monday CRM solving and how is that benefiting you?monday.com helps me manage project tasks, bug reports, team responsibilities, and sales activities in one place. It improves visibility into project progress, makes it easier to track pending work, and keeps team members aligned. This saves time, reduces manual follow-ups, and helps me manage multiple projects more efficiently.

What do you like best about monday CRM?I like that monday CRM gives me both granular, channel-level information and a bird’s-eye view across all channels in one place. I can spot potential roadblocks and pipeline issues, see which channels and editors are lagging, and see which are doing well. I also like the automation functions, which have made our day-to-day work more efficient, and the templates I can set up easily. The customizations and templates give us flexibility while providing a consistent starting point for each new project as our team and business grow. I value having timelines, content statuses, and the content process visible across boards in one place, instead of relying on manual Excel sheets. I also see value in using monday CRM across teams, including project management, social, and creative.What do you dislike about monday CRM?I find it difficult to replicate an automation from an existing board. I have to go through the other board and look at the details, and I wish I could turn the setup into a template with one click. Moving approved content and client feedback between monday CRM and the client’s Airtable is also very manual. I have to copy and paste each approved piece of content into Airtable, then copy the client’s feedback back into monday CRM. I wish the two platforms were easier to connect. I also wish I knew how to integrate monday CRM better with Slack and Gmail, which we already have linked.What problems is monday CRM solving and how is that benefiting you?I use monday CRM to keep project timelines and content statuses in one place as our source of truth across channels. It shows show rights and territorial restrictions, replaces manual Excel sheets, and makes the content process visible and transparent across boards.