Monday CRM Review: Pros, Cons, Features & Pricing

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

Why You Can Trust Us

monday CRM Overview

Is monday CRM Right For Your Needs?

Who Would be a Good Fit for monday CRM?

Marketing teams, creative agencies, and sales departments are a great fit for Monday CRM. You’ll benefit from its customizable workflows, which help you tailor project management to your specific needs. If your team values real-time collaboration, Monday CRM’s dashboards and updates keep everyone aligned and informed. For teams managing multiple projects, the platform’s visual interface helps you track progress and prioritize tasks efficiently.

Marketing Teams

Monday CRM lets you track campaigns and collaborate on content with its visual boards and real-time updates.
Creative Agencies

You can manage client projects and deadlines with customizable workflows that adapt to your needs.
Sales Departments

Track leads and sales pipelines with ease using Monday CRM’s intuitive dashboard and reporting features.
Product Development

Organize product roadmaps and collaborate with your team through Monday CRM’s task management and file-sharing capabilities.
Event Planning

Coordinate logistics and schedules seamlessly with Monday CRM’s timeline views and task assignments.
Remote Teams

Stay connected and on track with Monday CRM’s real-time collaboration tools and integration options.

Who Would be a Bad Fit for monday CRM?

Small businesses or solo entrepreneurs might find Monday CRM overwhelming due to its extensive features and complexity. If you’re in finance or accounting, you might struggle with the lack of advanced financial tools. Teams looking for a straightforward, minimalistic project management tool might find Monday CRM’s interface too cluttered and complex for their needs.

Small Startups

The extensive features can be overwhelming and unnecessary for small teams with limited project complexity.
Financial Services

Monday CRM lacks advanced financial tracking and reporting features needed for detailed financial management.
Solo Entrepreneurs

You might find Monday CRM too complex and feature-rich for managing simple, individual projects.
Manufacturing

The platform doesn’t cater to specialized manufacturing requirements like production scheduling and resource management.
Non-Tech Savvy Teams

Teams with little tech experience might find the interface and setup too complex to navigate effectively.
Legal Firms

Monday CRM doesn’t offer specific legal practice management features like case management or billing.

Our Review Methodology

How We Test & Score Tools

We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.

Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.

Core Functionality (25% of final scoring)

The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.

Standout Features (25% of final scoring)

Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.

We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.

Ease of Use (10% of final scoring)

We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.

Onboarding (10% of final scoring)

We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.

Customer Support (10% of final scoring)

We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.

Customer Reviews (10% of final scoring)

Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.

Value for Money (10% of final scoring)

Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.