Based on 10 verified reviews published in the last 18 months
TrustRadius Community Insights are summaries of user sentiment data from TrustRadius reviews and, when relevant, HG Insights data.
Overview
Synthesised from 10 reviews | Last Published May 27, 2026
monday CRM is primarily leveraged by organizations to centralize and streamline operational workflows, particularly for customer relationship management and internal team coordination. In TrustRadius reviews, users frequently employ it for comprehensive lead and client management, encompassing the entire sales pipeline from initial contact through onboarding. The platform also enhances collaboration and visibility across different teams, aggregating data to provide a unified view of client activities and sales. Reviewers highlight its robust project management capabilities, user-friendly interface, and automation features.
Emerging positives include reported time savings, increased productivity, and enhanced visibility into project and client tracking. However, a significant concern is the platform's usability, with 50% of reviewers citing a substantial training requirement and navigation that can feel clunky or overwhelming. Difficulties in setting up automation workflows, limitations in third-party integrations, and issues with efficient data visibility and search functionality were also reported, leading to a mixed sentiment regarding its ease of use despite its operational benefits.
Pros
Streamlining project management workflows and task assignment
User-friendly and accessible interface
Automating repetitive tasks for enhanced efficiency
Clear and intuitive presentation of data and analytics
Enhanced visibility for project and client tracking
Cons
Requires substantial training to fully leverage features
Navigation can be perceived as clunky or overwhelming due to numerous options
Difficulties in setting up or discovering automation workflows
Limited or insufficient third-party integration options
Challenges with efficient data visibility and searching older information
We use monday CRM to track our weekly, monthly and yearly sales. We are able to categorize our leads to determine whether or not they are hot leads in order to prioritize them amongst our sales staff. We also use monday CRM to track our equipment rental side of the business so we know when the equipment is due back as well as inventory so we know when we need to order more equipment. We also use it to schedule our warehouse deliveries so they know which equipment needs to be packaged up for delivery and what day it needs to be done by. I also use it to track our social media and email marketing so I know whether or not things are working or need to be changed. We also use it to track our demos so we know when our traveling salesman has availability.
Pros
Sales Tracking
Client Management
Scheduling
Cons
slow at times
difficult to create formulas for specific columns
need more dashboard widgets
Likelihood to Recommend
If you have issues with keeping track of things like sales, clients or just regular daily tasks then monday CRM is perfect for you. It is essentially an online spreadsheet that gives your entire team the ability to update it and add notes to each task. I don't really see a scenario where it isn't appropriate because each workspace can be made to work for whatever you need.
It is used to track all sales opportunities and contacts. Once projects are awarded, it is used to help project incoming commission cash flow and accrued revenues. Each product line that we represent is tracked separately and contacts associated with the opportunities and/or projects are tracked as well. All new potential customers are added to the database and it is used by our marketing organization to create marketing/sale outreach campaigns.
Pros
Organize opportunities.
Track status.
Allow for updated information and detailed opportunity info.
Cons
Tracking contacts by company, not just individual.
Auto copying contacts you have entered previously to assign to opportunity.
Likelihood to Recommend
monday works very well to track opportunities and contacts with important information. It does not integrate with Outlook or Google contacts as well as it could. It is an excellent software for solid CRM without the expense, hassle and user-unfriendliness of Salesforce, which our company has to use with some of the other companies we work with.
Since we have begun using monday almost a year ago, we've been able to streamline our processes and have become more organized.
Pros
Streamline processes.
Better communication.
More organization with customers.
Easier scheduling customers.
Cons
Easier integration with other software used.
Allowing other fields to populate with information already filled in.
Would like to see an easier Accounts Receivables board/area.
Unable to see e-mails when working from mobile app.
Would like the capability to text from desktop like you can when using mobile app.
Likelihood to Recommend
It's helped our time management over the last year when it comes to scheduling our customers. Ease of communication within office about upcoming projects.
We use Monday.com to manage the leads which currently have the status for each one. We also use it to manage the projects that we have ongoing, using the ability to drill each task down into subtasks to help manage the projects better and also give our customers a view of the project without the need to chase for updates. We are currently trialing linking this to leads from our website to help with automation.
Pros
Ease of use
Project management
Mobile
Link documents
Collaboration
Cons
Customizable status's for multiple groups.
Likelihood to Recommend
It's great for project management and being able to get engineers to update the status of each section of the project and add photos and comments of any issues they have. The customer can then see this in real-time and you can collaborate really easily without the need for endless email trails. You can also update a task via email if you need to. Less appropriate if you have a project with different groups of tasks that all need different statuses as it only allows you to have the same status settings for all groups on board.
VU
Verified User
Project Manager in Product Management (1-10 employees)
How our team use monday CRM is to help organize & keep structure of our invoicing processes. We have many boards to our team use, but the main one we use is out "COTI" board which gives a run down of all required documentation & certain tabs needed to push a deal through the next phase to get invoiced. In the case there is a discrepancy that is needed to be addressed, we are able to tag the needed individuals and inform them of the request. My role also requires to calculate reps commissions for each machine sale I invoiced, and we use a monday CRM board called "warranty & profit". We use this board to keep track of our cost for each individual deal that we get & input into our ERP system while also using this board to calculate our gross profit for each sale. I feel like problem we had before the use of monday CRM, was the lack of interfacing between our systems & as well as the customizability. monday CRM so far as looks to be responding well to our systems and offers great options on how we are able to customize each board, with ability to run automations smoothly.
Pros
Has excellent options to modify your view to your liking.
Automation capabilities run smoothly.
Has a user friendly interface.
Options to have multiple view settings for each person with ability to save there view preference.
Cons
There has been some lag at times with the automation, cutting that time down would help for less timely transitions.
When were creating new models for each machine, I noticed we are limited to a certain amount from our drop down feature, if we could expand that number, that would certainly help.
Having the ability to share items across multiple platforms would be a great feature to add on as well.
Likelihood to Recommend
monday CRM has been excellent keeping track of our financials that we have invoiced for each month. With also great categorization to view to our specific preference, such as revenue by store, sales rep etc. Navigation through monday CRM is also quite easy with the ability to search for items specifically with a search bar. I haven't had much of a time were it was less appropriate to use, just maybe to issue of not able to hold much data in the text columns. The mobile feature had definitely had some issues with, unable to view data for period of time before the app crashes.
