Monday Sales CRM Software In-Depth Review 2025

monday CRM is a customer relationship management (CRM) software that helps you organize and manage your sales pipeline effectively. It’s ideal for small to medium-sized businesses and teams in industries like tech startups and creative agencies, where collaboration and flexibility are key. monday sales CRM offers your team a streamlined way to track sales efforts and foster strong customer relationships, enhancing your ability to close deals efficiently.

monday CRM Evaluation Summary

Why Trust Our Software Reviews

monday CRM Overview

Is monday CRM Right For Your Needs?

Who Would be a Good Fit for monday CRM?

If you’re part of a small to medium-sized business or a creative team, monday sales CRM could be an excellent fit for you. Its flexible project management tools and customizable workflows make it ideal for tech startups and marketing agencies needing collaboration and adaptability. You can automate repetitive tasks and manage your sales pipeline effectively, which is especially beneficial for teams that prioritize efficiency and seamless communication.

Tech Startups

monday sales CRM is perfect for tech startups needing agile workflows and automation.
Marketing Agencies

Your agency will benefit from its collaborative tools and proofing features for client work.
Small Businesses

If you’re a small business, you’ll find its ease of use and customization options invaluable.
Project Managers

You can streamline tasks and track progress easily with monday sales CRM’s visual tools.
Sales Teams

It helps your team manage leads and sales pipelines with integrated tracking features.
Creative Teams

Your team can collaborate effectively using its integrated comments and file sharing.

Who Would be a Bad Fit for monday CRM?

If you’re part of a large enterprise with complex needs, monday sales CRM might not suit you well. Its functionality can be limited for massive data volumes and intricate reporting requirements. Manufacturing companies requiring detailed, customizable Gantt charts could find its project management features lacking. Teams relying heavily on in-depth training resources may struggle with outdated onboarding materials.

Large Enterprises

Complex workflows and massive data handling might strain monday sales CRM’s capabilities.
Manufacturing Companies

You’ll find its Gantt charts not detailed enough for intricate production schedules.
Finance Departments

Detailed reporting needs may not be fully supported by monday sales CRM’s features.
Legal Firms

The lack of advanced document management could hinder your casework.
Education Institutions

Its features may not cater to the specific needs of academic administration.
Healthcare Organizations

Regulatory compliance and patient data management might be challenging with this CRM.

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.