# monday CRM Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of monday CRM Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of monday CRM Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/245800/Monday-CRM --- # monday CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 8, 2025 Written byMolly Burke Molly Burke Molly Burke is a senior analyst and writer for Capterra. She covers customer experience and marketing in the retail and restaurant industries, with a focus on how emerging technology is transforming the way everyday people shop. Her insights o... [See bio & all articles](https://www.capterra.com/resources/author/mburke/) Edited byCaroline Rousseau Caroline Rousseau Content Editor After three years of building surveys, analyzing data, and writing her own research, Caroline has been a senior content editor since 2022. Her previous experience as an analyst converged into a skill set that allows her to help her peers devel... [See bio & all articles](https://www.capterra.com/resources/author/caroline-rousseau/) Content Editor Written by [Molly Burke](https://www.capterra.com/resources/author/mburke/) Molly Burke is a senior analyst and writer for Capterra. She covers customer experience and marketing in the retail and restaurant industries, with a focus on how emerging technology is transforming the way everyday people shop. Her insights on generative AI, social media, and other tech trends have been featured in The New York Times, Vogue, BBC, CNBC, Forbes, and the Financial Times, among other publications. Edited by [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/) Content Editor After three years of building surveys, analyzing data, and writing her own research, Caroline has been a senior content editor since 2022. Her previous experience as an analyst converged into a skill set that allows her to help her peers develop and produce compelling content about today’s business matters. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) monday CRM monday CRM Overview: ### Key takeaways Insights from verified Capterra reviews monday CRM helps small businesses—especially in IT services, food and beverage, and marketing—track leads, manage workflows, and centralize customer data. Reviewers highlight its visual task management and customizable pipelines, though some cite slow performance and limited email integration. Recent updates include AI-driven automations and targeting improvements. ### Our verdict monday CRM suits teams that want visual control over sales workflows and value customization without heavy setup. While it offers strong task and pipeline tools, buyers should weigh trade-offs in email depth, segmentation, and forecasting accuracy before committing to higher-tier plans. Overall rating Based on 458 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Pros & cons Intuitive team collaboration platform Flexible workflow personalization High cost for small teams Starting price $12 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## monday CRM alternatives If monday CRM’s visual layout, automation style, or pricing structure doesn’t align with your team’s workflow or budget, there are other CRM tools that may better match your priorities. Highest Rated [4.7 (727)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (4,455)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,770)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,969)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/245800/Monday-CRM/alternatives/) ## Who uses monday CRM? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Intuitive team collaboration platform 93% positive reviews out of 186 Most reviewers find ease of use valuable for quickly onboarding teams, streamlining communication, and simplifying daily project management. Valerie R Northwest Regional Manager, 51 - 200 employees. "It organizes my contacts so neatly and makes partner management less overwhelming." High cost for small teams 39% negative reviews out of 57 Some reviewers indicate pricing is challenging, with limited basic plans and costly upgrades for additional users or features. Flexible workflow personalization 96% positive reviews out of 47 Most reviewers appreciate customization for its adaptable templates, intuitive interface, and ability to tailor workflows to specific business needs. Comprehensive project visibility tools 97% positive reviews out of 34 Most reviewers describe project tracking as highly effective for organizing tasks, monitoring progress, and coordinating teams in one centralized location. Pat D Sr. Director, Finance, 201 - 500 employees. "Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking super simple." ## monday CRM's interface Users describe monday CRM’s interface as visually structured and easy to navigate, with color-coded boards and drag-and-drop task management. Some reviewers note friction with email syncing and mobile usability, but most find the layout intuitive for daily use. 1+ Molly Burke If your team thrives on visual clarity, monday CRM’s interface is a good fit—its color-coded boards and drag-and-drop workflows make task tracking straightforward. Keep in mind that syncing emails or accessing features on mobile may not be as smooth. Ease of Use 4.7 (458) 4.7 Based on 458 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Molly Burke monday CRM’s top-rated features help teams stay aligned and efficient. They combine visual task tracking, automated workflows, and customizable pipelines that reduce manual effort and improve visibility across the sales cycle. Features 4.5 (456) 4.5 Based on 456 reviews The monday CRM features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from all published reviews. Task management 4.5 (70) 70 reviewers rated this feature Keeps teams organized with drag-and-drop boards, visual progress tracking, and task assignment. Useful for remote collaboration, it supports project visibility and integrates with project management tools. Workflow management 4.2 (46) 46 reviewers rated this feature Automates repetitive tasks and sends real-time notifications to keep projects moving. Teams benefit from streamlined collaboration and cross-functional coordination. Lead management 4.2 (99) 99 reviewers rated this feature Tracks lead progress and stores all relevant information in one place. Customizable boards and integrations like Zapier help teams manage handoffs and communication efficiently. Sales pipeline management 4.2 (91) 91 reviewers rated this feature Offers structured views of sales stages, helping teams forecast revenue and align marketing and sales. Visual dashboards and automations support clarity and speed. Contact database 4.2 (41) 41 reviewers rated this feature Organizes client contact details and supports communication tracking. Quotes/estimates 2.8 (20) 20 reviewers rated this feature Reviewers report frequent issues with flexibility and formatting. Some want cleaner outputs and more customization, while others find the current setup too rigid for client-specific needs. Segmentation 2.8 (27) 27 reviewers rated this feature While some users appreciate the ability to segment leads and performance metrics, others find the feature confusing or underused. Several mention difficulty setting permissions or not understanding how to apply segmentation effectively. Forecasting 3.3 (29) 29 reviewers rated this feature Reviewers describe forecasting as visually appealing but often inaccurate or difficult to implement. Some say it’s not used much, while others want more AI support or better field completion from sales teams. Email management 3.5 (42) 42 reviewers rated this feature This feature is widely used but receives criticism for lacking advanced capabilities like open tracking or mass sending. Some reviewers find it helpful for centralizing communication, while others prefer external tools. Lead scoring 0 reviewers rated this feature Prioritize leads based on custom criteria to focus sales efforts on high-potential opportunities. This feature helps teams qualify leads faster and allocate resources more effectively. Sales forecasting 0 reviewers rated this feature Generate projections based on deal stages and historical data. Teams can use this to track pipeline health and make informed revenue decisions. Sequences 0 reviewers rated this feature Automate follow-up emails and task reminders to maintain consistent outreach. This helps reduce manual work and ensures no lead falls through the cracks. Advanced analytics 0 reviewers rated this feature Build dashboards that pull data from up to 50 boards. This enables cross-team visibility and supports strategic decision-making with consolidated reporting. monday magic 0 reviewers rated this feature A generative AI chatbot that builds dashboards, forms, and visualizations based on business needs. It reduces setup time and helps teams launch workflows faster. (Released July 2025) Board filters 0 reviewers rated this feature View rep activity by deal stage, value, or close date across multiple boards. This helps managers identify bottlenecks and coach more effectively. (Released June 2025) Easily connect Meta Conversions API 0 reviewers rated this feature Sync lead status back to Meta to improve ad targeting and conversion tracking. A new automation recipe simplifies setup. (Released June 2025) Admin permissions for AI usage 0 reviewers rated this feature Admins can now monitor AI activity and restrict access by team, supporting governance and responsible AI adoption. (Released May 2025) All key features (94) Dashboard to view the status of ongoing processes, identify current incidents and track past activities 63.64% of 55 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 66.67% of 21 reviewers that rated this feature as important or highly important Admins can now monitor AI activity and restrict access by team, supporting governance and responsible AI adoption. (Released May 2025) 0 reviewers rated this feature Build dashboards that pull data from up to 50 boards. This enables cross-team visibility and supports strategic decision-making with consolidated reporting. 0 reviewers rated this feature A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users 0% of 0 reviewers... Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 68.18% of 44 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 54.55% of 11 reviewers that rated this feature as important or highly important Manage various aspects of appointments including booking, rescheduling, canceling 0% of 0 reviewers... View rep activity by deal stage, value, or close date across multiple boards. This helps managers identify bottlenecks and coach more effectively. (Released June 2025) 0 reviewers rated this feature Track and manage schedules and meetings via an integrated calendar 100.00% of 1 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 25.00% of 4 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 47.92% of 48 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 0.00% of 1 reviewers that rated this feature as important or highly important Track all company interactions with current clients 0% of 0 reviewers... Provides a channel for team members to share media files, communicate, and work together 60.00% of 15 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat 0% of 0 reviewers... Organizes client contact details and supports communication tracking. 41 reviewers rated this feature You benefit from storing, organizing, and tracking all contact details in one place, linking them to deals and projects. Reviewers appreciate the automation, integration with other CRMs, and reminders, but some say adding contacts can feel clunky and filtering could be better. 66.67% of 126 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 0% of 0 reviewers... Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 72.34% of 47 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. 76.47% of 17 reviewers that rated this feature as important or highly important Initiate interactions with customers by proactively starting conversations or providing informational content 0% of 0 reviewers... Access previous interactions or concerns to maintain customer relationships 0% of 0 reviewers... Customize data fields to support various needs and use cases 63.89% of 36 reviewers that rated this feature as important or highly important Alter the layout and content of reports 42.86% of 21 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 61.11% of 18 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications 62.16% of 37 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 50.00% of 4 reviewers that rated this feature as important or highly important Defines specific deal parameters to negotiate and secure deals 0% of 0 reviewers... Store, manage, and track all electronic documents in a centralized location 0.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 55.17% of 29 reviewers that rated this feature as important or highly important Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach 0.00% of 1 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 60.00% of 5 reviewers that rated this feature as important or highly important Sync lead status back to Meta to improve ad targeting and conversion tracking. A new automation recipe simplifies setup. (Released June 2025) 0 reviewers rated this feature This feature is widely used but receives criticism for lacking advanced capabilities like open tracking or mass sending. Some reviewers find it helpful for centralizing communication, while others prefer external tools. 42 reviewers rated this feature Create and send email blasts/campaigns 29.41% of 17 reviewers that rated this feature as important or highly important Pre-made examples and templates for emails 16.67% of 6 reviewers that rated this feature as important or highly important Track delivered, received, and opened emails 0% of 0 reviewers... Primarily serving architecture, engineering, and construction industry professionals 0% of 0 reviewers... Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. 0% of 0 reviewers... Software designed for the healthcare industry 0% of 0 reviewers... Operate/access software on Mac Devices 0% of 0 reviewers... Software specialized for non-profit organizations 100.00% of 1 reviewers that rated this feature as important or highly important For realtors, real estate investors, property managers, and other real estate professionals. 0% of 0 reviewers... Caters to sales teams 100.00% of 3 reviewers that rated this feature as important or highly important Designed for small businesses 0% of 0 reviewers... Reviewers describe forecasting as visually appealing but often inaccurate or difficult to implement. Some say it’s not used much, while others want more AI support or better field completion from sales teams. 29 reviewers rated this feature Use AI to generate content in the form of text, images, videos, etc. 0% of 0 reviewers... Track interaction history by documenting conversations for contacts 51.52% of 66 reviewers that rated this feature as important or highly important Incorporation of a chat or messaging system within an organization's internal communication infrastructure 37.50% of 16 reviewers that rated this feature as important or highly important Manually or automatically assign leads to sales reps 0% of 0 reviewers... Automatically identify and save contact information of potential customers 67.24% of 58 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 57.89% of 19 reviewers that rated this feature as important or highly important Tracks lead progress and stores all relevant information in one place. Customizable boards and integrations like Zapier help teams manage handoffs and communication efficiently. 99 reviewers rated this feature Score a lead on their quality or likelihood to buy based on certain behaviors 50.00% of 32 reviewers that rated this feature as important or highly important Prioritize leads based on custom criteria to focus sales efforts on high-potential opportunities. This feature helps teams qualify leads faster and allocate resources more effectively. 0 reviewers rated this feature Divide leads into buckets based on predefined criteria and routing rules 0% of 0 reviewers... Automate workflows and trigger campaigns based on customer actions 66.67% of 3 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices 45.45% of 22 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... A generative AI chatbot that builds dashboards, forms, and visualizations based on business needs. It reduces setup time and helps teams launch workflows faster. (Released July 2025) 0 reviewers rated this feature Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 0% of 0 reviewers... Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service 0% of 0 reviewers... Track all opportunities for potential sales and convert them into recurring revenue 100.00% of 1 reviewers that rated this feature as important or highly important Organize and manage the accomplishments and development of employees or performance of applications or systems 75.00% of 8 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 0% of 0 reviewers... Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 58.82% of 17 reviewers that rated this feature as important or highly important Arrange tasks based on the level of priority or urgency 0.00% of 3 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments 100.00% of 3 reviewers that rated this feature as important or highly important Monitor the progress of projects from start to finish 100.00% of 1 reviewers that rated this feature as important or highly important Reviewers report frequent issues with flexibility and formatting. Some want cleaner outputs and more customization, while others find the current setup too rigid for client-specific needs. 20 reviewers rated this feature Timed notification for any upcoming task, deadline, appointment, or activity 50.00% of 8 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 35.29% of 17 reviewers that rated this feature as important or highly important This aspect helps you generate customizable reports, track metrics, and visualize progress with dashboards. Reviewers indicate it’s intuitive and visually appealing, though some wish for deeper data, easier exporting, and more out-of-the-box metrics without manual setup. 66.67% of 81 reviewers that rated this feature as important or highly important Define, track, and/or automate sales activities and sales processes 100.00% of 2 reviewers that rated this feature as important or highly important Generate projections based on deal stages and historical data. Teams can use this to track pipeline health and make informed revenue decisions. 0 reviewers rated this feature Process of training new hires by providing them with sales tools and knowledge needed to complete the job 0% of 0 reviewers... Offers structured views of sales stages, helping teams forecast revenue and align marketing and sales. Visual dashboards and automations support clarity and speed. 91 reviewers rated this feature Reports specific to sales analysis for trends and strategies 0.00% of 1 reviewers that rated this feature as important or highly important Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 66.67% of 3 reviewers that rated this feature as important or highly important While some users appreciate the ability to segment leads and performance metrics, others find the feature confusing or underused. Several mention difficulty setting permissions or not understanding how to apply segmentation effectively. 27 reviewers rated this feature Automate follow-up emails and task reminders to maintain consistent outreach. This helps reduce manual work and ensures no lead falls through the cracks. 0 reviewers rated this feature Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 29.41% of 17 reviewers that rated this feature as important or highly important Keeps teams organized with drag-and-drop boards, visual progress tracking, and task assignment. Useful for remote collaboration, it supports project visibility and integrates with project management tools. 70 reviewers rated this feature Track and manage the scheduling of tasks 33.33% of 3 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. 0.00% of 1 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is 0.00% of 1 reviewers that rated this feature as important or highly important Organize customer data and accounts by user or geography 21.05% of 19 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 51.72% of 29 reviewers that rated this feature as important or highly important Track and interpret metrics on the usage of company resources 0% of 0 reviewers... Automates repetitive tasks and sends real-time notifications to keep projects moving. Teams benefit from streamlined collaboration and cross-functional coordination. 46 reviewers rated this feature Get Advice We can help you find the software with the features you need. Molly Burke monday CRM’s top-rated features help teams stay aligned and efficient. They combine visual task tracking, automated workflows, and customizable pipelines that reduce manual effort and improve visibility across the sales cycle. Features 4.5 (456) 4.5 Based on 456 reviews ## Pricing Value for money 4.5 (397) monday CRM starts at $12 per user per month when billed annually, or $15 per user per month on a monthly plan. This entry price is well below what most SMB budget for CRM software: $80 per user per month. monday CRM pricing scales with plan tier and team size, with advanced features like sales forecasting and lead scoring limited to higher-tier plans. Free Trial [View pricing plan details](https://www.capterra.com/p/245800/Monday-CRM/pricing/) Basic $12.00 Per User,Per Month It includes: - Customizable pipelines - Unlimited contacts - Unlimited boards - Templates - iOS & Android app - Create a dashboard based on 1 board Standard $17.00 Per User,Per Month It includes: - Advanced account, contact, & deal management - 2-way email integration with Gmail and Outlook - Activity management - Quotes & invoices - Merge duplicate data - Custom CRM automations (250 actions per month) - Custom CRM integrations (250 actions per month) - Create a dashboard that combines 5 boards - AI email generator Pro $28.00 Per User,Per Month It includes: - Sales forecasting - Email tracking & automations - Google Calendar sync - Sales analytics - Customizable email signatures - Custom CRM automations (25,000 actions per month) - Custom CRM integrations (25,000 actions per month) - Create a dashboard that combines 10 boards - Email templates with custom parameters - Mass emails - HTML editor for mass email - Mass email tracking Value for money 4.5 (397) 4.5 Based on 397 reviews ## Integrations monday CRM connects with tools across communication, scheduling, marketing, and productivity. These integrations include a mix of native and third-party links to help unify workflows and reduce manual updates. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/) Molly Burke Senior Content Analyst Connecting monday CRM with tools for email, calendars, and marketing helps your team reduce toggling, sync updates automatically, and keep client data aligned across platforms. These are especially useful for your sales and marketing leads. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (380) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (380) 4.6 Based on 380 reviews ## User reviews Overall rating 4.7 Based on 458 reviews Filter by rating 5(335) 4(111) 3(7) 2(5) 1(0) Mentioned topic Sorted by most recent LM Leanne M. Event Specialist Construction ### "Great Project Management Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 21, 2026 Time saving, really helpful for process management and adding the special steps and follow ups into a process that make a big difference. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SE Sandy E. Office Administrator Financial Services ### "CRM - molded to our own unique shape!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 20, 2026 Overall, it's the best I have seen for "any business" use. It is customizable like all things Monday.com, which is why I love Monday. Instead of fitting a square peg into a circular hole, we get to mold it to our unique shape! 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. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) We were growing too big for Hubspot's free plan, and their paid plan was so much money that we decided to shop around. Alternatives considered [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/) [Trello](https://www.capterra.com/p/211559/Trello/) [Slack](https://www.capterra.com/p/135003/Slack/) [ClickUp](https://www.capterra.com/p/158833/ClickUp/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reasons for choosing monday CRM Seamlessness & customizability to be sure! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SC Starla C. Project Manager Market Research ### "Excellence in Adaptation" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 I love monday CRM, I have used it for over 3 years and have found that it is the best platform to track and automate all that I do. The fact that it is able to grow and change at the same pace my work does, it an incredible benefit. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SG Simran G. Senior Client Success Manager Real Estate ### "Plug & Play for a CRM, and it's the one you never knew you needed." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 So easy to use and definitely the system we didn't know we needed but are ever grateful we picked up and implemented! 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. Pros Incredibly easy to set up - within the space of 1 day you can quickly find your feet around monday crm and get it off the ground and in use, which doesn't often feel easy to do with CRM systems. Bringing it into play loads in default boards into your workspace so you can hit the ground running - but can also still copy and move existing boards from work management across should you still need them too. The way the preset boards work mean automations and functionality is already set up for you so you don't have to spend any time trying to change the configuration or making the boards 'talk' to one another as connect columns are already added in. Huge added bonus is the monday.com app and the way crm works on there - tap onto contacts phone numbers to call them straight away and then use the app to summarise your calls and notes in one place without it requiring any additional laptops or devices to do the job. The dashboards and reporting side of it vs work management also takes an upgrade by adding in gauge widgets and funnels to showcase conversion, which definitely helps to highlight your deals more clearly to anyone who needs to know. Mass emailing is probably the biggest cherry on top - where you can create templated emails to send out to your leads/contacts at any point just through bulk select, still be able to pull in personalisation columns and make sure that each contact will only see the email was sent to them only. Combine that with sequences, and you've got yourself full comms communication with your contacts and accounts without needing to open outlook or gmail separately, and you can still view all the emails in overview widget (emails & activities which feels like it takes a huge upgrade in crm), and track meetings etc in the activities board so team leads and managers can keep an eye on workload and team capacity in a way that's meaningful to sales/customer success teams. There's plenty to highlight in more detail including the quotes/invoices template too which saves us on a daily basis and is much easier to track than how we used to in work management! 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. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing monday CRM Hubspot felt incredibly expensive in comparison to monday.com, and where we were already using work management, we wanted to keep our techstack low and explore what else monday had to offer so there wasn't a need to create too much work to be able to use the system and have a crm that was ready to be used. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Desiree M. Founder Information Technology and Services ### "mondayCRM Feedback" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 Overall, I love it and recommend it for most companies that are starting with monday.com The email functionality that it adds is great! 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HL Hannah L. Bookings administrator Education Management ### "Still loving it" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 23, 2026 Easy to use and easy to export from is brilliant. I often use it to export into excel. However, to be able to export in .csv so that we can use it in Google would be good too. 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. Switched from [Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/) We were using an old hosted version, and wanted something cloud based and easier to look at. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TG Taylor G. Manager, Finance and HR Entertainment ### "Good with some limitations" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 February 2, 2026 It's been overall good, a solid 7.5/10 experience - Our team is super technically adept, so we were able to get into the weeds and do some automation. 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. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Hubspot was way too expensive for what we needed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB Mark B. CEO Insurance ### "Monday CRM built for teams." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 10, 2025 I thought Monday CRM was very good crm platform and offered a lot of usable features that would be good for businesses to communicate with each other and their clients 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DL Dan L. Customer Care Specialist Machinery ### "CRM with a personal assistant included.. I wish I could get it to fetch my coffee ..hopefully in the next version" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 6, 2025 Initially I was intimidated and it was hard to understand, but overall its the same as other CRM software ive used but it has a built in secretary for lack of a better description... 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Managing Director Events Services ### "Small company, complex deals, Monday is ticking the boxes" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 22, 2025 We've tried and failed with a few CRMs over the years but Monday has stuck which is amazing. Linking that to works management has been a massive plus for us, keeping track of deals within the ops team has been a pain. For a small company this has been the ticket for us! 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) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/245800/Monday-CRM/reviews/) ## FAQs monday CRM costs $15 per user per month when billed monthly and $12 per user per month when billed annually. Pricing increases with access to advanced features like automation, forecasting, and AI tools. Yes. monday CRM offers a 14-day free trial with access to most core features. No credit card is required to start, and users can explore templates, automations, and integrations during the trial period. Yes. You can import contacts and other data from Excel directly into monday CRM. The platform supports drag-and-drop uploads and maps spreadsheet columns to board fields automatically. Yes, but only on the Enterprise plan. HIPAA compliance requires signing a Business Associate Agreement (BAA) with monday.com and may limit access to certain integrations or features. Yes. monday CRM includes email tracking features that show when a message is opened. Users can also create templates, sync with Gmail or Outlook, and automate follow-ups. Yes. Gantt charts are available in monday CRM through the Timeline and Dependencies features. These tools help visualize project timelines, task relationships, and deadlines. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from monday CRM’s own online content in July 2025, including the product's website and its social media channels. ## Related reading ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [5 Top-Rated CRM Software for Small Businesses](https://www.capterra.com/resources/crm-software-for-small-business/) Published October 29, 2024 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) ### [CRM Buyer Insights Report: Key Trends Shaping How Businesses Choose Customer Tools](https://www.capterra.com/resources/crm-software-buyer-insight/) Published March 16, 2026 by ### [As Half of U.S. Businesses Use AI in Customer Service Operations, Their Biggest Obstacle Is Maintaining Consumer Trust](https://www.capterra.com/resources/how-ai-benefits-customer-service-operations/) Published August 5, 2024 by [Laura Burgess](https://www.capterra.com/resources/author/laura-burgess/) and [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/) ### [How To Scale Your Customer Service Operations: A CX Pro’s Roadmap](https://www.capterra.com/resources/ai-powered-customer-service/) Published August 14, 2024 by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) and [Shep Hyken](https://www.capterra.com/resources/author/shep-hyken-guest-contributor/) Popular comparisons [HubSpot CRM vs monday CRM](https://www.capterra.com/compare/152373-245800/HubSpot-CRM-vs-Monday-CRM)[Salesforce Sales Cloud vs monday CRM](https://www.capterra.com/compare/61368-245800/Salesforce-vs-Monday-CRM)[Zoho CRM vs monday CRM](https://www.capterra.com/compare/155928-245800/Zoho-CRM-vs-Monday-CRM)[Bigin by Zoho CRM vs monday CRM](https://www.capterra.com/compare/204998-245800/Bigin-by-Zoho-CRM-vs-Monday-CRM)[Pipedrive vs monday CRM](https://www.capterra.com/compare/132666-245800/Pipedrive-vs-Monday-CRM)[Kylas Sales CRM vs monday CRM](https://www.capterra.com/compare/210630-245800/Kylas-vs-Monday-CRM)[EngageBay CRM vs monday CRM](https://www.capterra.com/compare/178819-245800/EngageBay-Marketing-vs-Monday-CRM)[eWay-CRM vs monday CRM](https://www.capterra.com/compare/152769-245800/eWay-CRM-vs-Monday-CRM)[Dynamics 365 vs monday CRM](https://www.capterra.com/compare/157279-245800/Dynamics-365-vs-Monday-CRM)[Ploomes CRM vs monday CRM](https://www.capterra.com/compare/207290-245800/Ploomes-vs-Monday-CRM) [Nutshell vs monday CRM](https://www.capterra.com/compare/144340-245800/Nutshell-vs-Monday-CRM)[ActiveCampaign vs monday CRM](https://www.capterra.com/compare/79367-245800/ActiveCampaign-vs-Monday-CRM)[Odoo vs monday CRM](https://www.capterra.com/compare/135618-245800/Odoo-vs-Monday-CRM)[Meritto vs monday CRM](https://www.capterra.com/compare/245800-250169/Monday-CRM-vs-Comprehensive-Admission-Suite)[OpenCRM vs monday CRM](https://www.capterra.com/compare/129881-245800/OpenCRM-vs-Monday-CRM)[Bitrix24 vs monday CRM](https://www.capterra.com/compare/113540-245800/Bitrix24-vs-Monday-CRM)[Brevo vs monday CRM](https://www.capterra.com/compare/132996-245800/brevo-vs-Monday-CRM)[Freshsales vs monday CRM](https://www.capterra.com/compare/155563-245800/Freshsales-vs-Monday-CRM)[Act! vs monday CRM](https://www.capterra.com/compare/175860-245800/Act-vs-Monday-CRM)[Sage Sales Management vs monday CRM](https://www.capterra.com/compare/153130-245800/Forcemanager-vs-Monday-CRM)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)