monday CRM

Pros: The flexibility is the biggest strength. You can customize boards, workflows, and automations to fit almost any process, which makes it really adaptable for different teams. The interface is also very visual and intuitive, so it’s easy for teams to adopt and understand quickly. Integrations and automation capabilities help reduce manual work and keep things moving efficiently.

Cons: Some of the more advanced features can be hard to set up without trial and error, especially when it comes to automations, dependencies, and more complex workflows. There are also limitations in certain areas that require workarounds, which can be frustrating. Reporting and dashboards can feel a bit limited unless you invest extra time building them out.

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).

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.

Pros: Monday.com has automations and AI that cut down on the bureaucracy within project management. It save time and cuts out human error or missed steps.

Cons: i would like there to be more templates and Use cases. If you can imagine it, you can do it but sometimes you need some inspiration to start with.

Pros: I love that it links and works seamlessly with Monday.com's work management platform, so we can very easily convert leads that are won over to project management seamlessly!

Cons: 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.

Pros: I appreciate that monday CRM is customizable with a friendly user interface. Many CRM platforms feel too rigid and don't allow for near as much adaptation as needed when scaling from its original purpose. 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.

Cons: monday CRM is incredibly customizable, which is a fantastic feature for scaling and personizing your processes. However, that level of customization, can feel overwhelming and like it comes with confusing guardrails. This can lead to initial frustration in setting up processes, and a long onboarding timeframe. Also the ability to have boards that allow you to track multiple levels of subitems currently feel very limiting as a feature.

Pros: $80

Cons: The recent change that's been made to reduce how many contacts can be mass emailed since bringing in monday campaigns was a bit of a downside for us, however we still have workarounds with sequences, and if anything - means we streamline our comms to be more effective and targeted rather than blanket emails.

Pros: Easy setup for basic configurations, the templated boards get you up and running quickly without needing to build from scratch, which is great for teams that want to hit the ground running. Mass email - You can select all the contacts you need and send a single email that pulls in personalized data directly from the board. Email tracking gives you visibility into when recipients open and click, which is great. Native integration with both Google and Outlook makes it easy. Workflow and automation capabilities let you build out repeatable processes, from lead assignment to follow-up sequences to stage progression.

Cons: If you have one contact tied to multiple deals, the email history surfaces across all related deals. 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. It makes it harder to keep conversations cleanly scoped to the deal they actually belong to.

Pros: It has transformed our tracking of bookings and prospects as a small company it isn't too big. Access to data and to change how data is displayed is really helpful.

Cons: Ww would love to upgrade to pro, the cost difference and the need for more seats if we did is prohibitive.

Pros: Monday.com has been super great to use as a CRM for our sales team, as well as tracking all customer needs that are assigned to various teams/team members.

Cons: Monday CRM isn't a real CRM, it's good for smaller teams, and being able to start in a CRM, but it doesn't really track ALL emails.

Pros: I thought Monday CRM was very good and offered good Security, Value for Money, Customer Support, Email, Lead Management User Interface, Tracking.

Cons: It seemed like it was designed for larger teams and my business doesn't have a big team. Monday CRM was nicely designed.

Pros: This product is very easy to use. The menus are very easy to navigate, and I don't have to update anything manually ...iplus it can read and analyze emails from your customers and then let you know if the customer is happy or unhappy and if they are probably about to buy or if they are unhappy about something or other

Cons: Learning to use the AI features was a bit strange ...I had not experienced AI before in an app that wasn't a search engine. Once I accepted that the AI completely changed the game and did a bunch of the tasks associated with tracking /responding / evaluating the customers sentiment and such ..it was actually verry good. For me it was such a departure from what I was used to tho that it took me half a day to comprehend the added capabilities of this product..not that I guess that is bad overall, but I felt kind of bewildered for a little bit.. it got better quickly though

Pros: For sure the best part is how quickly we got it up and running, with no consultants or long setup. The interface is clean and intuitive, so the team actually uses it every day (have lots of non techy people so this helps). Its linking directly with monday work management, which lets us move deals into delivery without switching tools, so sales and ops are a lot more in sync than we used to have. Email tracking is a big win, that's helped keep sales team honest and improved visibility a lot. We're yet to try the email marketing but a quick test showed it looks v simple.

Cons: Reporting is good, especially ease of setting up widgets but not as deep as the big CRMs, and permissions could be more granular on complex boards (plus it's weirdly hard to remove people from certain products I find). We also needed a little trial and error to fine-tune automations. The pricing strategy is annoying, we have to limit which 5 people have access or risk nearly doubling our cost (that's why I've given 4 stars)

Pros: Easy to use and move around without any issues. We were able to locate all information vert quickly.

Cons: We had no issues with it. We would highly recommend it to anyone. I have used multiple CRMs in the last few years and this was the quickest to learn We have NO Cons for this one.

Pros: simple to use, clear columns and layout. making changes to information is very easy and the email feature is incredibly helpful

Cons: data entry could be more intuitive. its positive, I would change the colouring and presentation of the information. it should look more visually enticing

Pros: Monday.com is the second CRM platform that I have used and I will never look back. The automations are extremely user friendly and intuitive. I work in sales and the mass email option for our contact list has been a game changer for building relationships. I had an automation connected to MailChimp and the customer support team was very helpful when the automation was not flowing properly. The plug ins make lead and workflow management very management, especially since I am still new to my role. 10/10 recommend Monday.com!

Cons: Some plug ins are difficult to integrate with Monday.com. It took almost three hours on the phone with customer support for me to get the MailChimp automation to work.

Pros: User-friendly, intuitive, and equipped with all essential CRM features: - Clear pipeline view for streamlined deal tracking - Fully customizable stages to fit our workflow - Deal weightings for accurate forecasting - Comprehensive customer, deal, contact, and close date management - Robust attachment capabilities - Detailed record-keeping for enhanced organization

Cons: We're enjoying the software overall, with no major drawbacks so far. I expect the automation features will keep improving over time.

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.

Pros: “I really like how intuitive Monday.com is for organizing projects and keeping everyone aligned. The visual layout makes it easy to track progress at a glance, and the ability to customize boards lets us tailor workflows to our needs—whether that’s tracking coalition tasks, grant timelines, or event planning. I also appreciate how it helps with accountability, because we can clearly see who’s doing what and when.

Cons: While Monday.com is powerful, for someone who is not techy it can be overwhelming at first, especially for people who aren't used to project management tools. I would simplify onboarding with templates and brief walkthroughs tailored to the team’s needs.

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.

Pros: The ease to set up and the workflow management of the CRM is very user friendly. It’s super easy to set up automations and any question I had I could do a quick Google search and an easy to follow tutorial was available.

Cons: Limitations with automations as well as being forced to buy capabilities through 3rd party integrations. Although mi day is very well pricing and we absolutely are getting the best value for our money, there are requirements to level up plan subscriptions in order to get all the needed benefits for the platform. Well worth it!

Pros: The simple visual aspect and the ease of use as well as the automations. I am still yet to link up my email, however this will be a huge benefit

Cons: The cost - I can't purchase 1 seat as I am a solo operator. I want a simple to do list which i cant easily find.

Pros: Super flexible board structure Great UI/UX for tracking leads and stages Automation and notifications are time-savers Easy to onboard new users

Cons: Reporting is decent but not as in-depth as traditional CRMs Can get cluttered if not regularly maintained Some CRM features still feel like workarounds, not native