Monday CRM Reviews

Everything is in one place, which has really helped bring more organization to our department and the company overall.

There was a bit of a learning curve at first, but overall there’s nothing I truly dislike about it.

It has helped us keep track of our metrics and has provided a consistent standard for reviewing performance across the team.

What I like best about monday CRM is its intuitive interface and customizable workflows. It makes it easy to track leads, manage customer relationships, collaborate with team members, and keep all project information organized in one place. The automation features also save time and improve overall productivity.

One downside of monday CRM is that some advanced features and automations can take time to learn and configure properly. As workflows become more complex, boards can sometimes feel cluttered, making it harder to quickly find key information. The reporting and customization options are powerful, but they can require additional setup and ongoing maintenance to get the most value from them.

monday CRM is helping us centralize customer, project, and sales information in one system, reducing the need to search through emails, spreadsheets, and multiple applications. It improves visibility into project status, deadlines, and customer interactions, which helps the team stay aligned and accountable. This has increased efficiency, improved communication, reduced missed follow-ups, and made it easier to track progress and make informed decisions.

I really like that monday CRM allows automating repetitive tasks and report generation. This makes reports generate quickly and easily sent to management, thus improving response times. Additionally, the initial setup was very easy.

I like everything

I use Monday CRM to quickly organize information and automate repetitive tasks, improving my response times and generating quick reports for management.

I like how monday CRM notifies me when I have a task that needs to be done, which is great. I also appreciate how I can chat with their call center persons who are always welcoming, which is wonderful. The setup was as simple as ABC and the information is shared in plain English, making it easy to use without needing interpretation. I also benefit from checking in on monday and seeing the progress status to ensure I don't miss turnaround times.

Not yet found

I use monday CRM to schedule my work daily and receive notifications, helping me stay on track. It prompts me to address stuck tasks, so I never miss turnaround times with my clients.

I find monday CRM to be an excellent project management platform that helps my team stay organized and aligned. It makes campaign tracking, task progress monitoring, and maintaining visibility across projects seamless. I appreciate how it makes ownership and status updates clear, improves collaboration, and helps keep work moving efficiently from planning through execution. I particularly like the automations, as we don't have to rely on manual communications for updates. The platform can email team members with project updates and assets, saving me from doing it myself. Additionally, the initial setup was very easy.

I think monday CRM could be improved with better integration with the Teams chat function. It would be great to have updates on project statuses directly in team chats. Another challenging aspect is getting team buy-in on a new process and getting everyone ramped up.

monday CRM keeps my team organized and aligned, tracking campaigns and managing workflows. It clarifies task ownership, status updates, and boosts collaboration. Automations eliminate manual updates, emailing project details to the team, keeping things efficient.

What I like most about monday CRM is how intuitive and customizable it is. It makes it simple to organize contacts, manage projects and workflows, track progress, and keep important information in one centralized place. I also appreciate how flexible the platform feels—teams can tailor boards, automations, and dashboards to match their specific processes, rather than having to adapt to a rigid system. The visual layout helps me understand priorities and project status at a glance, which ultimately improves organization and collaboration.

What I dislike most about monday CRM is that it can feel overwhelming at first, mainly because there are so many features and customization options. It takes time to learn how everything works and to figure out the best way to set up workflows that make sense. On top of that, some features and automations seem to require extra customization or a higher-tier plan, which can be frustrating for smaller teams or for users with simpler needs.

monday CRM helps solve the problem of managing customer information, projects, tasks, and workflows across multiple systems and communication channels. By centralizing this information in one platform, it makes it easier to track progress, stay organized, assign responsibilities, and ensure that important follow-ups are not missed. This improves visibility and collaboration across the team and helps us work more efficiently.

Organisation and the whole idea of different boards, having favourite boards as well. The performance is pretty good too, a lot of data can be stored. Definitely good price and definitely worth the payments. AI is also beneficial and answers questions and guides users well. Onboarding is easy to do which is simple and good

Performance can be a bit slow when there are a lot of data sets, sometimes the processes don't work

Efficiency with confirming data and entering data, managing data, tracing it.

I love that monday CRM can be used across all departments, allowing us to each add in our connections with each contact. It's great that we can read and see what has been done or said to contacts in the past. I really like the CRM's customizability with tags and columns. The initial setup was very easy, and everything imported well, although setting up the customization features took a little bit of time but was well worth the effort.

There isn't much to dislike, anything it lacks can be made up with the customization offerings.

With monday CRM, we track all contacts, improving inter-departmental use and keeping comprehensive records. It helps us prepare for presentations and conversations with past interactions. The CRM's customization with tags and columns enhances our tracking system.

How user friendly it is. It offers a lot of support so I can streamline the different things I am working on. I appreciate that I can connect multiple different boards together to save time and increase my performance. Monday's as a whole is always updating and including new things to try.

Just basic difficulties, trying to get boards to do certain things but not understanding what I am doing wrong to make it work.

I cannot think of anything specific regarding this at this time.

The automations and the intricate abilities to fine tune processes specific to our brand.

There are still limitations that require 3rd party assistance in the automations realm. Example, auto export of PDFs, group auto assigning “subscribers” to tasks, etc.

Organizing campaign workflows. Providing a home for the many small tasks that come about with campaign creation.