Monday CRM Review 2025

In this review, I’ll dive into Monday CRM’s best (and worst) features, test its automation magic, and see if it actually helps teams close deals instead of just clicking around pretty dashboards. By the end, you’ll know if it’s the CRM for you—or if you should keep looking.

What Is Monday CRM?

Monday CRM is a highly customizable customer relationship management platform built on Monday.com’s Work OS. Unlike rigid CRMs that force you into predefined workflows, Monday lets you build your own sales pipelines, automate tasks, and track customer interactions with ease. Its drag-and-drop interface, no-code automation, and 200+ integrations (including Gmail, Outlook, Slack, and HubSpot) make it a flexible choice for businesses of all sizes. Whether you're managing leads, tracking deals, or sending follow-up emails, Monday CRM centralizes everything in one visually intuitive workspace—so your team stays aligned without drowning in spreadsheets or endless email threads.

However, while Monday CRM offers sales tracking and automation, we think it’s primarily designed as a project management tool. If you need advanced CRM-specific functionality like deep sales forecasting, AI-driven lead scoring, or robust marketing automation, you may find yourself outgrowing it and needing to migrate to a dedicated CRM like HubSpot, Pulse, or Salesforce.

Setting Up Monday CRM

Setting up Monday CRM is fairly painless, but a smooth start requires a few quick prep steps:

1. Check your system – Make sure your operating system is compatible and your internet connection is stable. No one likes troubleshooting before even logging in.
2. Clear your browser cache – Avoid weird installation hiccups by clearing your cache before downloading. Trust me, future-you will appreciate it.
3. Follow the (actually simple) setup process – Monday CRM makes onboarding easy, so just follow the prompts, and you’ll be up and running in minutes.

Once installed, it’s time to connect essential tools like email, calendar, and Slack to keep everything in one place. Monday CRM’s integrations are easy to set up, but pay attention to automation limits—some plans cap how many actions you can run per month.

The faster you get these basics sorted, the sooner your team can ditch the messy spreadsheets and start using Monday CRM for what it does best—keeping your sales pipeline on track.

Design and Usability

Monday CRM is one of the most visually intuitive and user-friendly CRMs on the market. While many CRMs feel like they were designed for accountants in the '90s, Monday CRM is modern, sleek, and ridiculously easy to navigate.

A Clean, Visual Approach to CRM

At first glance, Monday CRM looks like an interactive, color-coded spreadsheet—but with drag-and-drop functionality, automation tools, and multiple data views. This means you’re not stuck staring at endless rows of data. Instead, you get a dynamic, visual workspace that adapts to how you work.

Navigating Monday CRM is refreshingly simple. You can move deals through pipelines, update lead statuses, and assign tasks with a few clicks. Instead of digging through complex menus, everything you need is laid out in a clutter-free interface.

Tailored Workflows for Every User

Different users have different work styles, and Monday CRM accommodates that by offering:

• Kanban boards – Great for tracking leads visually
• Gantt charts – Perfect for scheduling and timeline management
• Calendar view – Ensures no follow-up or meeting is missed
• Map view – Ideal for teams working with location-based leads

This flexibility allows sales teams, marketers, and even customer support teams to organize work the way they prefer.

Ultiamtely, for beginners, Monday CRM is easy to pick up, thanks to in-app tutorials and an intuitive layout. That said, because it’s so customizable, new users may need a few days to fully grasp the depth of its features. But once you do, it feels like second nature.

Customization Options

One of the biggest strengths of Monday CRM is its ability to adapt to your unique sales process, rather than forcing you into a rigid system. Whether you need a basic lead tracker or a multi-pipeline sales machine, Monday CRM gives you the flexibility to build your workflow from scratch.

Customizable Workflows & Automations

Monday CRM is built around highly customizable boards that track leads, deals, and customer interactions. Unlike traditional CRMs that limit how you manage data, Monday lets you:

• Create custom fields for tracking client-specific details
• Set up multi-stage sales pipelines tailored to your process
• Design automation rules to handle repetitive tasks

Still, Monday CRM lacks some deeper sales-specific features found in dedicated CRMs. While it’s flexible, businesses that need complex sales forecasting, automated lead nurturing, or AI-powered insights may find themselves eventually needing to migrate to a more CRM-focused platform like Pulse or Salesforce.

Automation That Saves Time

Monday CRM’s no-code automation builder streamlines tedious tasks, allowing teams to focus on closing deals instead of managing data. You can automate:

• Assigning new leads to sales reps automatically
• Sending follow-up emails when a deal progresses
• Updating statuses when contracts are signed

Dashboards That Make Data Meaningful

A CRM is only useful if you can easily interpret your data. Monday CRM’s custom dashboards let you:

• Track sales goals in real-time
• Monitor pipeline activity at a glance
• Stay on top of upcoming follow-ups and meetings

Each user can customize their dashboard with widgets and reports to highlight the most relevant sales metrics.

Integration Capabilities

A CRM should fit into your existing tech stack, not force you to switch between apps. Monday CRM integrates with over 200 third-party applications, ensuring seamless data flow between platforms.

Key Integrations

Some of the most useful integrations include:

• Gmail & Outlook – Log emails and send messages without leaving Monday
• Slack & Microsoft Teams – Get real-time notifications when deals progress
• Google Calendar – Sync meetings and follow-up reminders
• Mailchimp & HubSpot – Connect marketing tools for lead nurturing
• QuickBooks & Xero – Manage invoices and financial data within the CRM
• DocuSign – Handle contracts and electronic signatures directly in Monday

Flexible API and Zapier Support

For businesses needing custom integrations, Monday CRM offers Zapier support and an open API, allowing teams to connect virtually any tool to their CRM workflow.

While Monday CRM offers strong integration capabilities, its CRM-specific functionalities are not as advanced as those in platforms like HubSpot or Salesforce, which provide deeper automation, advanced lead scoring, and revenue forecasting. If your team relies heavily on CRM-centric tools, you may eventually find the need to transition to a more feature-rich alternative.

Benefits of Using Monday CRM

Monday CRM streamlines sales processes, automates tasks, and centralizes customer data, making it a powerful tool for businesses of all sizes. While I’ve already covered its customization, integrations, and automation, let’s talk about a few additional benefits that make it stand out.

Keeps Your Sales Team Organized Without Extra Effort

CRMs are supposed to make work easier—but some feel more like extra work. Monday CRM actually simplifies tracking leads, follow-ups, and deal progress without forcing sales teams to constantly update fields manually.

With color-coded pipelines, drag-and-drop task management, and automated status updates, your team spends less time managing the CRM and more time selling. No more lost leads or missed follow-ups. Everything is right where it should be.

Provides Real-Time Insights Without Manual Reporting

As mentioned earlier, Monday CRM offers custom dashboards, but what’s really valuable is how it eliminates the need for manual data entry when tracking key performance metrics.

Instead of updating spreadsheets or running reports every week, your sales data is always live and up to date. Need to see how many deals are in the pipeline? Just check your dashboard. Want to know which deals need urgent attention? Set up an alert. It’s a no-fuss way to keep leadership informed without extra admin work.

Scales With Your Business as It Grows

A common problem with CRMs is that they work great when a business is small, but fall apart as sales teams grow. Monday CRM, on the other hand, scales effortlessly.

• Adding new team members is simple, with role-based permissions to control who sees what.
• Pipelines can expand without becoming cluttered, thanks to customizable columns and filters.
• Workflows can be adjusted on the fly without IT involvement.

Whether you’re a startup tracking a handful of leads or an enterprise juggling multiple sales teams, Monday CRM grows with you—no painful migrations needed.

Easy for Non-Tech Users to Adopt

Some CRMs require hours of training before teams can even begin using them. Monday CRM is built differently—it’s designed so that anyone can get up and running quickly, even those who aren’t tech-savvy.

• The interface is clean and intuitive—think spreadsheet meets drag-and-drop simplicity.
• In-app tutorials and templates help new users set up their workflows quickly.
• Support resources are always available, making it easy to troubleshoot without IT.

This low learning curve means faster adoption and fewer headaches, which is a huge win for teams that don’t have time for weeks of CRM training.

Customer Support and Community Resources

A CRM is only useful if you can get help when things go sideways, and Monday CRM scores high in customer support. Users consistently praise its responsive and efficient service, with live chat support getting special mentions for being fast and helpful.

Support options go beyond just chat. Monday CRM offers callbacks, live webinars, and an extensive Learning Center filled with articles, videos, and training modules for those who prefer self-service troubleshooting. These resources are categorized by difficulty, making it easy to find answers without digging through endless documentation.

One of the biggest advantages? 24/7 live support. Unlike some CRMs that limit customer service hours, Monday CRM ensures you can get assistance whenever you need it, whether it's a minor setup issue or a major integration hiccup.

Enterprise users get priority support and a dedicated customer success manager, which is a nice perk for larger teams that require personalized guidance.

Overall, Monday CRM offers one of the better customer support experiences in the CRM space, ensuring users aren’t left stranded when they need help the most.

Pricing and Value for Money

Monday CRM offers tiered pricing, making it flexible for different business sizes, though the three-user minimum on paid plans can be a drawback for smaller teams.

The Free Plan allows up to two users, but it’s extremely limited, lacking automation, integrations, and advanced reporting. It’s fine for testing but not for real sales operations. The Basic Plan costs $12 per user per month (billed annually) and unlocks unlimited contacts and pipelines, but automation and advanced reporting are missing, making it best for simple workflows.

The Standard Plan at $17 per user per month is the best value, introducing basic automation (250 actions/month), email tracking, and integrations with tools like Google Calendar and Slack. It balances affordability with useful features. The Pro Plan, at $28 per user per month, is for teams needing unlimited automation, mass email marketing, and advanced sales forecasting—ideal for high-volume lead management.

For large businesses, the Enterprise Plan offers audit logs, HIPAA compliance, and a dedicated customer success manager, but pricing is custom. Most teams will find the Pro Plan sufficient unless they require enterprise-grade security.

Monday CRM isn’t the cheapest option, and its entry-level plans feel restrictive, but higher-tier plans provide strong value through automation and flexibility. The three-user minimum increases costs for small teams, but for businesses that prioritize workflow automation and customization, it’s worth the investment. A 14-day free trial allows users to test the platform before committing.

Honest Feedback from Real Users

When exploring Monday CRM, it's essential to consider real user experiences. Feedback from platforms like G2, Capterra, and Reddit offers valuable insights into its strengths and areas for improvement.

On G2, Monday CRM holds an impressive average rating of 4.6/5, with users frequently praising its intuitive interface and flexibility. Many appreciate its drag-and-drop functionality and customizable workflows, which allow sales teams to tailor the CRM to their needs. However, while the platform is user-friendly, some users note that the learning curve can be steep for those new to CRM systems.

Capterra reviews also show high ratings, with an average score of 4.7/5. Users often highlight its seamless integration with over 200 third-party applications, making it easier to streamline workflows. Despite these benefits, some users express concerns about pricing, particularly for smaller teams that may find the three-user minimum on paid plans restrictive.

Reddit discussions provide a more informal perspective, with Monday CRM users sharing both positive and negative experiences. Many commend the platform’s visual appeal and ease of use, especially for teams transitioning from spreadsheets. However, some mention limitations in advanced sales forecasting and automation capabilities, suggesting that while Monday CRM excels in basic sales processes, those needing more robust features might need to look elsewhere.

Overall, user feedback suggests Monday CRM is a versatile and user-friendly solution, particularly for small to medium-sized businesses. Its customization options and integrations are significant advantages, though potential users should be mindful of its limitations in advanced CRM functionalities.

Alternatives to Monday CRM

While Monday CRM is a great tool, it’s not the only option. In fact, we see Monday more as a project management tool than a true CRM. While it can handle sales tracking, if you need more advanced CRM capabilities—such as AI-driven insights, customer lifecycle automation, or deep reporting—you’ll likely need to switch to a dedicated CRM solution down the line. Depending on your budget, team size, and specific needs, one of these alternatives may be a better fit.

• Pulse CRM is a budget-friendly sales CRM. It focuses on lead tracking, deal management, and AI-powered lead scoring. While it lacks deep customization, it includes built-in email marketing and is easy to use. It’s a strong choice for small teams needing a simple, affordable solution without unnecessary extras.
• HubSpot CRM offers a strong free plan. It includes contact management, email tracking, and deal pipelines. Its integration with HubSpot’s marketing tools makes it ideal for companies needing both sales and marketing features. However, advanced automation requires a costly upgrade, making it more expensive than Monday CRM at higher tiers.
• Pipedrive is a no-fuss sales pipeline CRM. It features a simple drag-and-drop interface with AI-powered sales assistance. Unlike Monday CRM, it’s ready to use without heavy setup. It lacks advanced automation and project management but is perfect for sales teams needing a streamlined, easy-to-use CRM.
• Zoho CRM is a cost-effective automation tool. It offers AI-driven insights, sales automation, and omnichannel engagement. It’s a great fit for businesses using Zoho’s ecosystem. While it provides strong features at a lower price than Monday CRM, its interface is less intuitive, and the learning curve is steeper.

Each CRM has strengths: Pulse CRM is ideal for budget-conscious sales teams, HubSpot suits marketing-heavy workflows, Pipedrive simplifies deal tracking, and Zoho CRM offers advanced automation at a lower price. The best option depends on whether you need deep customization, easy sales tracking, or built-in marketing tools.

Key Takeaways: Monday CRM

• Flexible & Customizable Workflows – Monday CRM lets you build custom sales pipelines, automate tasks, and centralize communication, making it a great fit for small to medium-sized businesses.
• Integrates with 200+ Third-Party Apps – Connects seamlessly with tools like Slack, Google Drive, and Zapier. However, automation limits vary by plan.
• User-Friendly & Visually Intuitive – The interface is clean and easy to navigate, with strong data visualization tools that help sales teams track performance in real time.
• Forecasting & Reporting Could Be Better – While basic reporting is solid, it lacks advanced forecasting tools, making it less ideal for businesses that rely on detailed sales projections.