Reseña de Monday CRM: Ventajas, Desventajas, Características y Precios

Q: How easy is it to customize Monday CRM for my team's workflow?

Monday CRM is highly customizable, allowing you to tailor workflows to your team's specific needs. You can adjust columns, create custom dashboards, and set up automations to streamline processes. The drag-and-drop interface makes it simple to rearrange tasks and projects. This flexibility helps you manage your projects in a way that aligns with your team's goals.

Q: Does Monday CRM support mobile access?

Yes, Monday CRM offers a mobile app available on both iOS and Android platforms. The app allows you to access and manage your projects on the go, keeping your team connected and informed. You can update tasks, communicate with team members, and view dashboards from your mobile device. This ensures you and your team stay productive, even outside the office.

Q: How does Monday CRM handle team collaboration?

Monday CRM enhances team collaboration with features like real-time updates, comments, and file sharing. You can communicate directly within tasks, reducing the need for constant emails. The platform's visual dashboards keep everyone on the same page, helping your team stay aligned and informed. This fosters a collaborative environment that boosts productivity.

Q: Can I track project progress with Monday CRM?

Yes, Monday CRM provides various tools for tracking project progress, including timeline views and Gantt charts. These features help you visualize project timelines and identify potential bottlenecks. You can monitor task completion, deadlines, and team workload, ensuring projects stay on track. This visibility helps you make informed decisions and keep your team focused.

Q: What kind of customer support does Monday CRM offer?

Monday CRM offers multiple support channels, including live chat, email, and a comprehensive help center. Users can access 24/7 support, ensuring assistance is available when needed. The platform also provides webinars and a knowledge base to help you and your team get the most out of the software. This support network helps you resolve issues quickly.

Q: Is Monday CRM compliant with data security standards?

Yes, Monday CRM complies with industry-standard data security and privacy regulations, including GDPR. The platform uses encryption to protect your data and offers advanced security features like two-factor authentication. Regular security audits and updates ensure your information remains safe. This compliance gives you peace of mind when managing sensitive data.

Q: How does Monday CRM integrate with other tools?

Monday CRM integrates with a variety of popular tools, enhancing its functionality and allowing seamless data flow. You can connect with apps like Slack, Google Drive, and Microsoft Teams to streamline your workflows. The platform also supports custom integrations through its API and Zapier, enabling you to tailor the software to your team's needs.

Q: Can I use Monday CRM for remote team management?

Absolutely, Monday CRM is well-suited for managing remote teams, offering features that keep your team connected, regardless of location. Real-time updates, mobile access, and collaboration tools ensure everyone stays informed and engaged. The platform's dashboards provide visibility into team activities, helping you coordinate effectively across different time zones.

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By Ben Aston

Last updated on Jul 31, 2026

Al hacer clic en los enlaces a continuación, podemos recibir una comisión que apoya nuestras pruebas y evaluaciones independientes de software y servicios. Más información sobre cómo garantizamos la transparencia.

Why Trust Our Reviews?

Monday CRM is a customer relationship management product from monday.com’s project management software solutions that helps you speed up sales efficiently. It's ideal for marketing teams, sales departments, and creative agencies looking to streamline their workflows with tools like customizable dashboards and real-time collaboration. Monday CRM delivers value by enhancing your team's productivity and aligning your projects with your business goals.

In this article, you'll learn about Monday CRM's features, pros and cons, best and worst use cases, and pricing. Whether you're juggling multiple projects or striving for better team alignment, this review will help you decide if Monday CRM meets your needs.

monday CRM Evaluation Summary

Monday CRM is flexible and visual but may overwhelm teams seeking simplicity.

Rating

4.6 /5

Pricing

From $12/user/month (billed annually)
Free trial available

Por qué puedes confiar en nosotros

monday CRM Overview

In my opinion, Monday CRM is a solid choice for teams needing a flexible project management tool. It excels with its customizable workflows and integrations, making it suitable for creative teams and agencies that value adaptability. Compared to competitors, Monday CRM offers robust features with a user-friendly interface, though it might feel overwhelming for smaller teams due to its extensive capabilities. It's a top contender if you're looking for a platform that grows with your needs.

pros

You can easily customize workflows to fit your team's specific needs.
It enhances team collaboration with real-time updates and dashboards.
The onboarding process is smooth and user-friendly, helping your team get started quickly.

cons

The interface can be overwhelming for smaller teams with its extensive capabilities.
Some users find the navigation less intuitive compared to other tools.
It might not be the best fit for teams needing advanced financial features.

Featured Tools

Nuestra Metodología de Revisión

Cómo probamos y puntuamos las herramientas

Llevamos años construyendo, refinando y mejorando nuestro sistema de prueba y puntuación de software. La rúbrica está diseñada para capturar los matices de la selección de software y los factores que hacen efectivo a un sistema, centrándose en los aspectos críticos del proceso de toma de decisiones.

A continuación, puedes ver exactamente cómo funciona nuestro proceso de prueba y puntuación en base a siete criterios. Esto nos permite proporcionar una evaluación imparcial del software basada en la funcionalidad principal, características destacadas, facilidad de uso, incorporación, soporte al cliente, integraciones, opiniones de clientes y valor por el dinero.

Funcionalidad principal (25% de la puntuación final)

El punto de partida de nuestra evaluación es siempre la funcionalidad principal de la herramienta. ¿Cuenta con las funciones y características básicas que un usuario esperaría ver? ¿Alguna de estas funciones principales está limitada a planes de precios superiores? Esperamos que la herramienta se mantenga a la par de las capacidades básicas de sus competidores.

Características destacadas (25% de la puntuación final)

A continuación, evaluamos las características destacadas poco comunes que van más allá de la funcionalidad principal normalmente encontrada en este tipo de herramientas. Una puntuación alta refleja funciones únicas o especializadas que hacen que el producto sea más rápido, eficiente, o aporte valor extra al usuario.

También evaluamos la facilidad de integración con otras herramientas habitualmente presentes en el ecosistema tecnológico para ampliar la funcionalidad y utilidad del software. Las herramientas que ofrecen muchas integraciones nativas, conexiones de terceros y acceso por API para integrar soluciones personalizadas obtienen la mejor puntuación.

Facilidad de uso (10% de la puntuación final)

Consideramos cuán rápido y fácil es ejecutar las tareas fundamentales usando la herramienta. El software con alta puntuación está bien diseñado, es intuitivo, ofrece aplicaciones móviles, proporciona plantillas y hace que tareas relativamente complejas parezcan sencillas.

Incorporación (10% de la puntuación final)

Sabemos lo importante que es una adopción rápida para un nuevo sistema, así que evaluamos cuán sencillo es aprender a usar la herramienta con una capacitación mínima. Analizamos cuán rápido un miembro del equipo puede configurarse y comenzar a usar la herramienta sin experiencia previa. Las soluciones mejor puntuadas indican que se requiere poco o ningún soporte.

Soporte al cliente (10% de la puntuación final)

Revisamos la rapidez y facilidad para obtener ayuda por teléfono, chat en vivo o base de conocimientos. Las empresas que ofrecen soporte en tiempo real obtienen las mejores puntuaciones, mientras que los chatbots obtienen las peores.

Opiniones de clientes (10% de la puntuación final)

Además de nuestras propias pruebas y valoraciones, consideramos la puntuación neta del promotor de clientes actuales y anteriores. Revisamos la probabilidad de que, ante la opción, quisieran elegir la herramienta de nuevo por su funcionalidad central. Un software con una puntuación alta refleja una gran satisfacción de sus usuarios actuales o pasados.

Valor por el dinero (10% de la puntuación final)

Por último, tomando en cuenta todos los criterios mencionados, comparamos el precio promedio de los planes básicos respecto a las funciones principales y el valor aportado por los otros criterios. El software que entrega más por menos recibirá una puntuación superior.

Core Features

Contact Management: You get a central place to store all your contacts with details, communication histories, and linked deals. You can import them from Excel or auto-create contacts from your emails, so your team always has a clean, up-to-date list.

Lead Capturing and Pipeline Tracking: You can collect leads via forms or imports, track them through custom stages, and move deals with drag‑and‑drop. You see your entire sales funnel and can quickly spot where deals stall.

Email Sync and Tracking: You sync Gmail or Outlook to centralize email conversations, send bulk or templated emails, and get alerts when leads open or click. That way, you reach out at the right time and don’t miss follow‑up chances.

Automations: You set up no‑code rules that automate manual tasks like updating deal stages, sending reminders, or logging emails. It saves hours and keeps work consistent without extra effort.

Dashboards and Sales Forecasting: You get customizable dashboards that show pipeline status, team performance, and revenue forecasts by month or rep. These visuals help you spot trends and hit targets more reliably.

Activity Tracking And Team Goals: You track calls, meetings, and emails in one feed and monitor reps’ activity and quota progress. It gives you a clear picture of who’s doing what and where coaching might help.

screenshot - Reseña de Monday CRM: Ventajas, Desventajas, Características y Precios — Monday CRM centralizes contacts, histories, and imports from Excel or email.

Ease of Use

Monday CRM offers a user-friendly interface that helps your team get up to speed quickly, though some users find the multitude of features a bit overwhelming. Its drag-and-drop functionality and visual dashboards make task management intuitive. However, if your team prefers simplicity, the extensive capabilities might require a learning curve. The platform's customization options provide flexibility, but you might need time to explore and configure them to best suit your workflow.

New Product Updates from monday CRM

July 5 2026

monday CRM Adds Meta Conversions API Integration

monday CRM has added an easier way to connect Meta Conversions API so you can sync lead status back to Meta. This helps you improve targeting and conversion performance with minimal setup effort. Highlights include:

Meta Conversions API Integration: Connect monday CRM with Meta to share lead status updates automatically.
Lead Status Sync: Send CRM lead status changes back to Meta to improve campaign targeting and conversion tracking.
Automation Recipe: Configure the integration quickly using the new built-in Meta automation recipe.

Visit monday CRM's official site for more details.

March 22 2026

monday CRM Introduces Activity Tracker Widget

monday CRM introduces an Activity Tracker widget that provides real-time insights into activities such as emails sent and tasks completed. This improves visibility and enables users to filter data by person, deal, or account for better performance tracking. Highlights include:

Real-Time Visibility: Users can view their activities in real time, enabling them to quickly assess and respond to current demands.
Comprehensive Tracking: It allows tracking the number of activities completed and emails sent, ensuring all actions are accounted for.
Advanced Filters: Users can filter activities by categories such as person, deal, or account, enabling precise performance metrics.

Visit monday CRM's official site for more details.

monday CRM Specs

2-Factor Authentication
API
Calendar Management
Call Tracking
Campaign Management
Click-to-Dial
Contact Management
Contact Sharing
Custom Data Forms
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Mobile App
Multi-User
Notifications
Pipeline Management
Sales Automation
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons

¿Qué es monday CRM?

Conoce el CRM impulsado por IA que los equipos de ventas adoran

By Mendy Shlomo

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monday CRM FAQs

How easy is it to customize Monday CRM for my team's workflow?

Does Monday CRM support mobile access?

How does Monday CRM handle team collaboration?

Can I track project progress with Monday CRM?

What kind of customer support does Monday CRM offer?

Is Monday CRM compliant with data security standards?

How does Monday CRM integrate with other tools?

Can I use Monday CRM for remote team management?

¿Qué sigue?

¿Quieres conectarte con otros gestores de proyectos digitales para compartir recursos y mejores prácticas? Únete a nuestra comunidad de miembros y obtén acceso a más de 100 plantillas, muestras y ejemplos, y conéctate con cientos de otros gestores de proyectos digitales en Slack.