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What Is monday CRM?

monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.

The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.

With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before.

To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform.

Who Uses monday CRM?

Best for mid and small businesses, monday CRM is a fully customizable and AI-based CRM that enables revenue to sell faster and streamline communications with innovative tools.

Where can monday CRM be deployed?

Cloud-based
On-premise

About the vendor

  • monday.com
  • Located in Tel Aviv, Israel
  • Founded in 2014

monday CRM support

  • 24/7 (Live rep)
  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Brazil and 34 others

Languages

Brazilian Portuguese, Dutch, English, European Portuguese, French and 9 others

monday CRM pricing

Starting Price:

US$12.00/month
  • Yes, has free trial
  • No free version

monday CRM does not have a free version but does offer a free trial. monday CRM paid version starts at US$12.00/month.

Pricing plans get a free trial

About the vendor

  • monday.com
  • Located in Tel Aviv, Israel
  • Founded in 2014

monday CRM support

  • 24/7 (Live rep)
  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Brazil and 34 others

Languages

Brazilian Portuguese, Dutch, English, European Portuguese, French and 9 others

monday CRM videos and images

monday CRM Software - monday CRM deals
monday CRM Software - monday CRM communication
monday CRM Software - monday CRM sales dashboard
monday CRM Software - monday CRM contact-related activities
View 5 more
monday CRM video
monday CRM Software - monday CRM deals
monday CRM Software - monday CRM communication
monday CRM Software - monday CRM sales dashboard
monday CRM Software - monday CRM contact-related activities

Features of monday CRM

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customer Engagement Software
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Donor Management
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • For Financial Institutions
  • For Sales Teams/Organizations
  • Forecasting
  • Interaction Tracking
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Marketing Automation Software
  • Meeting Management
  • Mobile Access
  • Multi-Channel Communication
  • Onboarding Software
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Prioritization
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Third-Party Integrations
  • Usage Tracking/Analytics
  • Workflow Management Software

monday CRM Alternatives

Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales managers and sales teams face.
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals.
Save time and reduce costs with innovations that reimagine your customer relationships.
Put customer service at the heart of your company. Make customers happier, agents more empowered, and your business healthier.
Project management software + Unlimited training for Marketing, Creative, Operations, PMO, IT and Back-ofice teams of 5+ users.
Jira is an agile project management tool for all teams to plan, track, and manage projects, customize workflows, and more.
Get started with CRM and see results from day one with Starter Suite. The all-in-one suite for marketing, sales, service, and commerce.
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Pipeline CRM is ranked #1 CRM for mid-market businesses, empowering sales teams of 10+ across a breadth of industries.

Reviews of monday CRM

Average score

Overall
4.7
Ease of Use
4.7
Customer Service
4.6
Features
4.5
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
74%
4
24%
3
0%
2
1%
Ava
Ava
Staff Software Engineer in India
Verified LinkedIn User
Program Development, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Efficient contact tracking

5.0 4 months ago

Comments: Monday CRM is easy to use and keeps client relationships organized, though the cost can be a hurdle for smaller teams.

Pros:

Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines.

Cons:

The pricing is a bit high, especially if you need access to advanced tools, which can be challenging for small teams.

Zac
Zac
President / CEO in US
Verified LinkedIn User
Apparel & Fashion, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

A great all-in-one CRM and project planning software.

5.0 3 years ago

Comments: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Pros:

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Cons:

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

Alternatives Considered: Salesforce Sales Cloud and Asana

Reasons for Switching to monday CRM: Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.

bakka
invetory officer in Uganda
Building Materials, 501–1,000 Employees
Used the Software for: 1+ year
Reviewer Source

Great experince with in a min time

2.0 5 months ago

Pros:

Workflow features was the main reason why i purchased this software but it didnot move on well for the time i used the software.

Cons:

I wish they could refund me the subscription that i wasted while using this software.

Samuel
Samuel
Founder in Canada
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Would recommend to manage everything

5.0 4 years ago

Comments: We got more efficient because we can manage priorities and tasks more easily. Sections for leads helped our team see who had to contact clients. We also used it to work on social media content together.

Pros:

Really liked the task management and the lead management. Super efficient with my team, easy to use and easy to implement. Liked the lead funnel to manage my prospection.

Cons:

The fact that time tracking is in a pricier version. I would like to see an access to clients for certain boards i want to show them.

Alternatives Considered: Workzone, Trello and ClickUp

Reasons for Switching to monday CRM: Interface looked prettier and more seamless. Price was also a factor. Free trial convinced us to use monday!

Robin
Robin
Founder, Consultant in Canada
Verified LinkedIn User
Staffing & Recruiting, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Very happy with Monday.com

4.0 3 years ago

Comments: This is my second company using Monday.com and the first time utilizing the CRM. The automations are great!

Pros:

The interface is simple and easy to use while being pleasant to interact with.

Cons:

The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal. It is typically resolved quite quickly.

Alternatives Considered: Asana and HubSpot CRM

Reasons for Switching to monday CRM: Familiarity, cost, aesthetics of the interface

Sam
Sam
Broker Associate in US
Verified LinkedIn User
Real Estate, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Monday is great for Real Estate CRM

5.0 3 years ago

Comments: I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.

Pros:

Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.

Cons:

Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.

Greg
Greg
Operations Manager in Canada
Verified LinkedIn User
Construction Software, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

User friendly CRM and Project Management Tool

5.0 3 years ago

Pros:

Monday.com has a easy intuitive set up process that has good flexibility to modify as required.

Cons:

Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing monday CRM: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.

Switched From: Procore

Reasons for Switching to monday CRM: We started Monday.com as a free trail and be the end of the month had it 75% integrated with our needs and we strayed with it.

Melissa
Assistant General Counsel in US
Hospital & Health Care, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Decent Product!

5.0 5 months ago

Comments: Overall, very pleasant and positive experience.

Pros:

Easy to use, organize and filter data. Excellent for project and deliverable tracking but also great for just maintaining workflows.

Cons:

There is a limit to how much data and/or columns and rows you can add to one monday board.

Verified Reviewer
Verified LinkedIn User
Marketing & Advertising, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Outstanding CRM/PM tool for matrix organisations

5.0 10 months ago

Comments: Excellent
Its a great tool to make your PM and AI driven work

Pros:

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

Cons:

1. Expensive a bit 2. Turn around time for support is 3-5 days

Nikita
Nikita
Marketing Manager CRM in Germany
Verified LinkedIn User
Machinery, 11–50 Employees
Used the Software for: Free Trial
Reviewer Source

Great Contact and Lead solution for small businesses

5.0 8 months ago

Pros:

Easy to deploy and setup sales teams and privileges. Analytics are already available at all times.

Cons:

Sometimes system felt lagging but improved after time. Some analytics are hard to use. APIs needed finetuning.

Pam
Mortgage Loan Officer in US
Real Estate, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

This is the professional software you have been looking for!

5.0 3 years ago

Comments: I am obsessed. I have told everyone in my office about it and my team is always bragging about our pipelines and management. Other teams are impressed with what we have working in Monday.com!

Pros:

I am NOT a tech guru. I can do everything on my own with ease and I created many boards with impressive functionality that myself and my team use everyday. We all love it!

Cons:

The importing and organizing of information into Monday.com was easy to do, but took a lot of time to organize everything. BUT it was so worth it because everything is so organized and works very well now!

Seejal
Sr Systems Engineer in Netherlands
Biotechnology, 10,000+ Employees
Used the Software for: 1-5 months
Reviewer Source

Best one to have for a business analyst

4.0 12 months ago

Pros:

Ease of use. Quick resolution from support team. Loads of features.

Cons:

Pricing is on the higher side. Duplicate data are a concern.

Bryan
Manager in US
Insurance Software, 201–500 Employees
Used the Software for: 6-12 months
Reviewer Source

Great CRM software

5.0 last year

Comments: Great one, I like this better, better cost, easier for the things we wanted we don't miss the things that it doesn't do.

Pros:

Coming from Salesforce this is as big step in the right direction. East to learn, use and navigate.

Cons:

Learning something new is always difficult, but with time patience and a few online tutorials its not that bad once you get the hang of it.

Yoraima
Yoraima
Sales executive in US
Verified LinkedIn User
Consumer Services, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

A successful experience for my business.

5.0 last year

Comments: I think it's great because it has extensive documentation and support resources, which has been of great help to me to resolve any questions or problems that may arise.

Pros:

It's great because it doesn't matter if it's an email conversation, a meeting or a note taken I can access everything in one window.

Cons:

Well, I have experienced some failures or delays in the synchronization of emails or the import of contacts, although it is not a serious problem.

Mory
Mory
Business Analyst in Guinea
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Customer management tool

4.0 2 years ago

Comments: All in all, it is a very good software to manage its customers

Pros:

The software is good and very easy to use for a beginner.

Cons:

No problems encountered with its use, this is what I prefer about this software

Mamoudou
Mamoudou
Accountant in Guinea
Verified LinkedIn User
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Accounting software to better manage customers

4.0 2 years ago

Comments: Overall it is a good software in accounting

Pros:

The software is effective in maintaining a good relationship with customers

Cons:

The features are limited on the trial version, and it prevents having more information about the software

Coralie
Creative Director in Australia
Design, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Amazing OS + amazing company

5.0 3 years ago

Comments: I genuinely love it and I am excited to see how I will continue to grow and expand my boards and automations once I have a team. I also just love Monday as a company, I follow the Instagram page and it's great to see such fresh and different content/ads/campaigns. Also love how much you have done for the Ukraine crisis. The other thing is the customer service is incredible, I could not believe it when the person emailed me back with a personal Loom video to explain my issue and try to resolve it. They are amazing and don't make me feel stupid/bad about what I'm asking. They all need a raise :)

Pros:

I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.

Cons:

It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.

Marc
Marc
Chief Relationship Architect in US
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

A bit of patience and focus Monday.com will transform your work life!

5.0 4 years ago

Comments: Wanted a more efficient way to manage internal processes and the ability to refine and document best practices. Tear off the lid on the most successful contributors/managers across the organization and what they DO in order to be better as an organization.
Wanted a way to keep track of everything and focus limited human resources to maximize efficiency.

Pros:

Hard to know what people were working on so had to send emails to get updates - now NO time spent reading, writing, or dealing with internal emails Know where everything stands - no redundancy Customizable CRM automation and integrations Following up leads easily and not having to get things buried in the box Onboarding clients is faster Management time saved Everyone at the company is united and on the same page

Cons:

I am not a fan of the sidebar to include minor or tasks as it feels a bit clunky. The learning curve, for me, was a bit long. Not that it's hard to use but it's that there are SO SO many things this software does to make your life easier and more efficient we are STILL uncovering new and better ways of doing things.

Ashley
Sales Associate in US
Retail, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Monday changed my job and made life so much better

5.0 3 years ago

Comments: Overall Monday has been the best thing incorporated in my job since I have worked here for 3 years. It has made work flows so much better and saves time not keeping up with paperwork.

Pros:

My favorite thing is going paperless and not having the stress about losing important information.

Cons:

That I cannot revise multiple bids instead I have to redo the invoice every time, and save the file and upload it .

Mike
busniess Development manager in UK
Electrical/Electronic Manufacturing, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

The only CRM tool you will ever need

5.0 3 years ago

Comments: It just saves time, everything in one place, ease of use and is easy to set up.

Pros:

ease of use, almost unlimited amount of third-party integrations to help with existing software use.

Cons:

You could improve the tables, cant have different table headers on different groups on the same board.

Emerald
Founder in US
Executive Office, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Monday Rocks as a Sales CRM

5.0 3 years ago

Pros:

I needed a simple way to keep track of our sales, from leads to closed or nurture. I am not a sales professional but as a small business, I had to quickly learn and implement a system to keep track of our sales process. Monday made it super simple with a template that I was able to customize for our company. Monday is a workhorse and well worth the cost if you take the time to learn it and customize it for your specific company process.

Cons:

The hardest part as a small business owner is taking the time to watch the tutorials and learn the capabilities. However, if you take the time, Monday will reward you in saving time once the setup and implementation are complete. The sales CRM function is a small but vital part of all the things that Monday does to keep my company running smoothly.

Joel
Project Manager in US
Market Research Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Simple and easy

4.0 3 years ago

Pros:

Simplicity. It's so easy to implement using templates and adapt to specific needs.

Cons:

1) Reliability. We've had issues (not at that frequent) where Monday.com has been down for a few hours and we've lost some productivity from that. However, the productivity it's added makes it still a net gain. 2) Dashboard features aren't fully baked. Date filters for example could be a lot simpler and faster to use. We also encountered a beta feature in the sales dashboard which was a good feature, but not possible to implement in it's current state. It took some workarounds to make things work, but overall was still pretty good.

Sean
CDO in US
Construction Software, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

The Most Adaptable and Scalable CRM

4.0 3 years ago

Comments: Our overall experience has been positive from the sales team to the support team.

Pros:

Low code is the way of the future and I all business software will soon be following suite.

Cons:

The mobile app and overall large data performance are my least favorite items currently with the software. The mobile app is buggy and often has connection issues. Large amounts of data slow down the performance of boards and this issue is a big one for our company.

Alternatives Considered: Salesforce Service Cloud and JobNimbus

Reasons for Choosing monday CRM: The ability to code our own customizations.

Switched From: Salesforce Sales Cloud

Reasons for Switching to monday CRM: Low code customization features.

Molly
Bicycle Valet Manager in Canada
Environmental Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Monday CRM Streamlines Everything

5.0 3 years ago

Pros:

We love how easy Monday CRM is to use. It keeps all our info in one place and on the same software as our project management - this eliminates delays, streamlines projects, and ensures we don't miss a single lead. We love that there is a quote/estimate feature built in and that we can keep track of our customers easily at a glance. It is also very flexible and we have customized to fit our business.

Cons:

We really wish the quote feature was more intuitive and flexible! There aren't many options for customization and the end result is usually blurry that we send to customers. We continue to use it since it is so simple but would really like to see some changes there. We are happy to chat more about what we are looking for and how the quote process could be improved in our opinion!

Tom
CEO in UK
Management Consulting, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

An essential member of our team

5.0 3 years ago

Pros:

Monday is easy to use and customise, and ensures we always have the right information at our fingertips.

Cons:

We would love to see more complex formulas be integrated into the product, allowing us to derive more meaningful insights from numerical entries.

Alternatives Considered: Asana

Switched From: Airtable