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monday CRM
4.6
(728)
(Formerly Monday Sales CRM)
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monday CRM Reviews & Product Details

monday CRM Overview
What is monday CRM?

Monday CRM is a cloud-based customer relationship management platform designed specifically for sales teams. Being known for the platform's ease of use and its focus on automating repetitive tasks, it lets sales teams focus on building relationships with their customers. With features like lead scoring, email tracking, and call logging, Monday CRM is a great solution for any sales team looking to increase their productivity and close more deals.

Company monday.com
Year founded 2012
Company size 5001-10,000 employees
Headquarters Tel Aviv, Israel
Social Media
Managed by:
KM
Khalid Mohamed
UX/UI web design
monday CRM Categories on Findstack
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Crevio
Sponsored
5.0
(1)
$29.00/month
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monday CRM Product Details
Capabilities
API
Segment
Small Business
Mid Market
Enterprise
Ease of use
Beginner
Intermediate
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation, Videos, Webinars
Languages Chinese, Dutch, English, French, German, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Turkish
monday CRM Awards
Findstack 2024 General Badge
monday CRM Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
monday CRM Media
monday CRM video thumbnail
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monday CRM Screenshots
monday CRM screenshot 1
monday CRM screenshot 2
monday CRM screenshot 3
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monday CRM screenshot 5
monday CRM screenshot 6
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: July 09, 2025
monday CRM Logo
728 monday CRM Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Jun 28, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great product for keeping track of multiple projects"
What do you like best about monday CRM?

I really like the ability to keep track of new leads and have clear visibility on how valuable a lead is and how many projects I have won and lost each year. I also like the visibility on how long it takes for me to be able to take on new clients after they initially contact me.

What do you dislike about monday CRM?

There is nothing I dislike about this product, I have never had any issues with it, it has always done everything that I needed and has more functionality than I use at present, so I'm looking forward to utilising it more in the future

What problems is monday CRM solving and how is that benefiting you?

Keeping track of leads, the value of projects, and the length of time it takes to convert leads and start a project. This gives me good oversight of potential and existing customers and makes my business more efficient.

Small Business (50 or fewer emp.)
Apr 29, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Best CRM tool to use"
What do you like best about monday CRM?

Easy UI and lead management tool with Gmail Integration

What do you dislike about monday CRM?

They don't provide a bulk email marketing option.

What problems is monday CRM solving and how is that benefiting you?

CRM and lead management problems we solved.

Small Business (50 or fewer emp.)
Mar 14, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"A useful app for managing and creating your own CRM and sales Pipeline"
What do you like best about monday CRM?

The ability to make your own fields and customise it as much as you want.

What do you dislike about monday CRM?

The steep learning curve can be quite hard to get. Once you've cracked it though it makes your CRM incredible

What problems is monday CRM solving and how is that benefiting you?

I can record time, handle jobs and tasks and generally do a lot of multi-app capabilities in one app!

Small Business (50 or fewer emp.)
Mar 07, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Very pleasant"
What do you like best about monday CRM?

I enjoy the easy functionality of the platform in general and the ability to create different groups and dashboards to store all the information I need to. The CRM feature is useful.

What do you dislike about monday CRM?

The Kanban feature feels a bit basic when compared to competition such as Trello.

What problems is monday CRM solving and how is that benefiting you?

We are able to track data more efficiently using Monday. We can efficiently use it as a CRM through our business to track clients and leads. Monday also allows us to keep up to date with things that may be lost in spreadsheets.

Small Business (50 or fewer emp.)
Mar 07, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Stay on Top of Tasks and Clients - There's a Board for Everything"
What do you like best about monday CRM?

I like that I can customize automation to sync up different boards. There are so many different templates if you get stuck trying to figure out what to create and how.

What do you dislike about monday CRM?

I don't particularly appreciate how it takes a while to build out. I would love a little more hand-holding at the beginning to get it how we would like it to function optimally.

What problems is monday CRM solving and how is that benefiting you?

We are keeping information together and organizing tasks better now that we have a place for everything. It is nice that everyone has access to it as well! Team-oriented!

Small Business (50 or fewer emp.)
Jan 12, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great solution for social media teams"
What do you like best about monday CRM?

This was a very simple, clean and functional CRM for our social media agency. I liked that it was easy to train on and customize for your company's needs.

What do you dislike about monday CRM?

I felt it did take some time to figure out the module system they have but it quickly became intuitive. I think it'd be nice to have better planning tools.

What problems is monday CRM solving and how is that benefiting you?

We are using monday.com to solve the issue of internal communication and organization. Since we are an agency it can be difficult to ensure consistency across platforms.

Small Business (50 or fewer emp.)
Nov 16, 2023
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Monday has been very helpful in organizing our customer flow and sales channels."
What do you like best about monday CRM?

It has a lot of integration options so we can keep track of our sales channels, and create quotes all in one place.

What do you dislike about monday CRM?

It's not a traditional CRM and takes some time to fully integrate and use the way it is intended.

What problems is monday CRM solving and how is that benefiting you?

It gives us the ability to work with external partners on sales leads so we can all come together, see notes and keep track of leads.

Small Business (50 or fewer emp.)
Jun 22, 2023
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"It does the job"
What do you like best about monday CRM?

It's very easy to use. I am working with people who are not tech-savvy and they get the product. It's clear, it's nice, it's user friendly.

What do you dislike about monday CRM?

The fact that you cannot schedule emails to be sent during business hours of your recipient is a BIG drawback to us as we work between the USA and Europe. It's annoying to spend 50$/month not to have and to have to spend another 20 with zapier and another app to finally get this functionnality.

What problems is monday CRM solving and how is that benefiting you?

It puts everything in one table easy to use and read. The email tracking is useful and the dynamic templates as well.

Mid Market (51-1000 emp.)
May 26, 2023
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"New method some improvement"
What do you like best about monday CRM?

Great organization and management tool. Good for tracking and communicating.

What do you dislike about monday CRM?

Inability to add tasks from the overview screen. You need to add the first task from the project, then the option of adding more on the overview appears.

What problems is monday CRM solving and how is that benefiting you?

Keeping track of RFQs and leads, communicating tasks and recording outcomes.

Small Business (50 or fewer emp.)
May 25, 2023
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Monday.com Builder"
What do you like best about monday CRM?

I like the progress bar inside of the item. I also like the template saving for everyone to use in the emails and activities board. I do use and have not used other competitors CRM's.

What do you dislike about monday CRM?

I do no like that I can not customize the boards. Some of the columns wont delete. Some of the columns I do not want. It will tell me its tied to another column but I do not want that column either.

What problems is monday CRM solving and how is that benefiting you?

It is solving the email tracking for me for the most part. I usually have to resync the app often and sometime emails do not track back into the emails and activities app.

Small Business (50 or fewer emp.)
May 23, 2023
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Useful tool for maintaining contact history with clients/leads"
What do you like best about monday CRM?

The ability to keep a detailed log of all contact made with the clients/leads, along with the status of each project. Being able to easily move the leads into separate functions is also quite handy, as well as the entire team having access to the client listing.

What do you dislike about monday CRM?

I have found the most frustrating aspect can be the email tracking picking up wrong emails. We have multiple projects from the same clients (same email address for 2+ leads) and the tracking can pick up emails that are not relevant to the specific project, and those emails cannot be deleted.

What problems is monday CRM solving and how is that benefiting you?

Keeping and detailed log of contact with each client (when they were last contacted etc) and the ability to write a detailed description of how that interaction went.

Small Business (50 or fewer emp.)
Jan 01, 2023
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Better for project management than CRM"
What do you like best about monday CRM?

Great for tracking pipeline and tasks. Perfect for assigning contacts to different sales managers.

What do you dislike about monday CRM?

Not a great program if you like a gantt view. Wish it were easier to creat "automatic" actions.

What problems is monday CRM solving and how is that benefiting you?

Love that multiple users can use and track the same client or tasks. Makes it easy when everybody is in different locations, but still needs to keep up to date.

Small Business (50 or fewer emp.)
Jul 07, 2022
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"First time experience with Monday"
What do you like best about monday CRM?

Upsides of using Monday was being able to use the list functions and have colleagues see what was completed

What do you dislike about monday CRM?

Having so many board subscriptions and feeling micromanaged

What problems is monday CRM solving and how is that benefiting you?

I have no reported problems to share

Small Business (50 or fewer emp.)
Jul 05, 2022
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Good Tool for Business Development"
What do you like best about monday CRM?

Easy to configure boards and columns, allowing you to increase the pace of the team.

What do you dislike about monday CRM?

Slow boards when number of clients are too many, and the pc is not powerfull enough,

What problems is monday CRM solving and how is that benefiting you?

Tracking

Small Business (50 or fewer emp.)
Jul 01, 2022
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Customizable but with some limits"
What do you like best about monday CRM?

It's very easy to add new leads and to modify the existing one. It's easy to modify fields and coloumns.

What do you dislike about monday CRM?

The Kanban is nothing more than MS Teams and there is no aggregation function that allows to build-up a WBS by defining single activities dependency

What problems is monday CRM solving and how is that benefiting you?

It is useful to track the activities of the sales team and to aim the target. We use Monday for weekly meeting support and to assign the activities to the resources

Small Business (50 or fewer emp.)
Jun 29, 2022
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Powerful CRM but sometimes tricky to get across best features"
What do you like best about monday CRM?

Many aspects v flexible - "plastic" aspects of tables, v easy to add columns, move them about, change themm generally customise etc. Filtering is good. The best way I've found to organise a lot of information.

What do you dislike about monday CRM?

Mirroring and connecting boards not v clear and can cause confusion. Automations don't seem to always work or are vv slow. Generally speaking, setting up automations is cumbersome... I feel like you need to be a Monday.com superuser to get the most out of them. As a one-person company, I don't have the resources (time or money) to become a Monday.com super user. It is unfathomable that there is no deduping process. The weirdest and most frustrating thing I've found is that it is incredibly difficult to delete or change some aspects of records. E.G. if someone moves companies, you could be battling for an hour to work out how to move them to a different organisation, and still not be able to do it, or if it becomes apparent that someone isn't a relevant contact for us, it's a huge puzzle to delete them.

What problems is monday CRM solving and how is that benefiting you?

Not sure. The new boards look good. I just don't have time to play around with problems, so I have work arounds or just put up with some of things above. EG my data needs a clean up, deduping etc., but I am putting that off until I have a big stretch of time to really work out what I need to do and how to do it. And that time isn't going to come, maybe ever, so my data will remain a bit messy.

Small Business (50 or fewer emp.)
Jan 03, 2022
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"interface is very clean, but could use more integrations"
What do you like best about monday CRM?

A streamlined user interface, pretty simple and easy to use right away

What do you dislike about monday CRM?

Menu structure can sometimes be confusing if you need to find something that's not obvious. Need more 3rd-party integrations.

What problems is monday CRM solving and how is that benefiting you?

Connecting multiple teams to the sales and CRM elements of our business

Small Business (50 or fewer emp.)
May 23, 2023
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"Modern and capable CRM system"
What do you like best about monday CRM?

Super easy 1 click integration with outlook/gmail is super easy and fun to set up UI is modern and nice to work with, automations are relatvily easy to set up and manage.

What do you dislike about monday CRM?

The API is aweful and tedious. Creating custom solutions for the system is annoying and difficult for no reason

What problems is monday CRM solving and how is that benefiting you?

Easy to manage charts and graphs that reflect the sales

Small Business (50 or fewer emp.)
Jul 05, 2022
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"Great. But can be imrpoved"
What do you like best about monday CRM?

sales CRM. Easy to configure and set up accordingly.

What do you dislike about monday CRM?

Need to have more templates. This will be usefyl. Easier to use automations.

What problems is monday CRM solving and how is that benefiting you?

Business problems

Small Business (50 or fewer emp.)
Jun 28, 2022
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"Great in theory, but not so much in practice"
What do you like best about monday CRM?

user interface is well designed, for the most part its easy to use.

What do you dislike about monday CRM?

no automatic archiving of board states, no undo buttons, too manual to set up certain things. No automatic duplicate check of contact and accounts in CRM boards. Would like to be able to lock editing of the status (the options not the actual setting of a status) so people cant change the list of available status

What problems is monday CRM solving and how is that benefiting you?

right now we had no CRM, so its better than nothing. We have had poor adoption because its highly manual to update, but perhaps thats a set up thing on my end. the email integration is a little clunky and difficult to tell how to set up, not sure how to not import my own colleagues as contacts when connecting it to outlook

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