monday CRM Test: Vorteile, Nachteile, Funktionen & Preise

monday CRM is a customer relationship management (CRM) software that helps teams manage contacts, pipelines, and customer touchpoints in one place. It’s best suited for customer-facing teams in service, success, or account management roles, especially in fast-moving SaaS, tech, or B2B environments. Its biggest value is helping your team stay on top of follow-ups, handoffs, and ongoing customer relationships.

In this review, I’ll walk through monday CRM's key features, pros and cons, best and worst use cases, pricing, and more. Whether you're looking to improve your team's productivity or better understand customer needs, this review has the insights you need.

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?

Wenn Ihr Team in einem schnelllebigen, kundenorientierten Bereich arbeitet und eine einfache, visuelle und anpassbare Lösung benötigt, ist monday CRM eine hervorragende Wahl. Es eignet sich ideal für Service-, Vertriebs- oder Account-Teams, die Kontakte, Gespräche und Follow-ups ohne große Einarbeitung verfolgen möchten. Sie erhalten schnellen Mehrwert, ohne dass ein Vollzeit-Administrator das System betreuen muss, und die vorgefertigten Vorlagen erleichtern die Einrichtung zusätzlich.

Beste Anwendungsfälle für monday CRM

Customer Support Teams

You can track tickets, manage handoffs, and log follow-ups all in one easy-to-navigate board.
Sales Operations Teams

You can build lightweight sales pipelines and reporting without relying on complex CRM tools.
Small Businesses

Setup is quick, and you won’t need IT to change your workflows or customize fields.
Account Management

It helps your team stay on top of renewals, upsells, and check-ins without switching tools.
SaaS Companies

You can manage leads, onboard customers, and monitor ongoing relationships without bloated features.
Marketing Agencies

It’s easy to track client requests, campaign status, and deliverables across multiple accounts.

Who Would be a Bad Fit for monday CRM?

Wenn Ihr Team komplexe Berichte, detaillierte Prognosen oder erweiterte Funktionen für den Vertriebsbetrieb benötigt, geht monday CRM nicht weit genug. Es ist nicht für große Vertriebsteams im Enterprise-Umfeld, regulierte Branchen oder Unternehmen mit mehrstufiger Deal-Verfolgung ausgelegt. Sie stoßen an Grenzen, wenn Ihre Abläufe von individuellen Umsatzmodellen, Gebietsmanagement oder tiefen Integrationen mit Altsystemen abhängen.

Schlechteste Anwendungsfälle für monday CRM

Enterprise Sales Teams

It doesn’t support layered pipelines, custom quote logic, or robust forecasting out of the box.
Financial Services Firms

You can’t enforce the strict compliance controls needed for sensitive customer data.
Call Centers

There’s no native telephony, queueing, or call activity tracking built in.
Healthcare Providers

It lacks HIPAA compliance and patient-specific tracking features.
Franchise Operations

You can’t segment and report across multiple locations or sales territories easily.
Manufacturing Firms

Its features aren't tailored for supply chain and production management.

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.