monday CRM Test: Vorteile, Nachteile, Funktionen & Preise

Q: How does monday CRM handle data security and compliance?

monday CRM uses encryption at rest and in transit (TLS, AES-256) and complies with standards like GDPR, SOC 2 Type II, and ISO 27001. You can set user permissions and access controls, and Enterprise plans offer more admin oversight. It's hosted on secure cloud infrastructure with routine audits to further enhance protection.

Q: Can monday CRM handle multiple pipelines?

Yes, you can set up multiple pipelines inside monday CRM using different boards or views. Each board can represent a unique sales or support process with its own stages and automation. You can customize fields, layouts, and workflows for each one. This makes it easy to manage leads, deals, and post-sale relationships all in one place.

Q: Is monday CRM good for customer support teams?

Yes, especially if your support team manages follow-ups, client onboarding, or ongoing service relationships. You can build custom workflows to handle tickets, tasks, and handoffs between team members. It’s not a full-blown help desk, but for teams that work closely with customers, it works well.

Q: How customizable is monday CRM?

You can customize almost everything—fields, views, workflows, statuses, and even automations. You don’t need a developer to do it, and most of it works via drag-and-drop or simple rules. That makes it easy to match the system to how your team already works.

Q: Can my team use monday CRM on mobile?

Yes, there’s a monday CRM mobile app for both iOS and Android. You can view boards, update deals, log activity, and get notifications on the go. It’s not as fast for deep edits or admin setup, but it’s great for staying connected when you're not at your desk.

Q: Does monday CRM work well for post-sale customer management?

It does, especially if your team focuses on account management, customer success, or service follow-ups. You can create workflows to track renewal dates, customer health, and ongoing requests. It won’t replace a dedicated CS platform, but it covers the basics well.

Q: How does monday CRM support collaboration between teams?

monday CRM software lets different teams work from the same board or build connected boards across departments. You can tag teammates, assign tasks, set up notifications, and link workflows together. That makes it easy to collaborate without losing track of who’s doing what.

Q: Can we migrate data into monday CRM?

Yes, you can import data from Excel, Google Sheets, or other CRMs using their import tools. There’s also a CSV importer and options to bring in contacts, deals, and activities. For more complex migrations, you can use their API or work with support.

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

Track deals, stages, and revenue at a glance with monday CRM.

Rating

4.6 /5

Pricing

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

Warum Sie unseren Software-Bewertungen vertrauen können

monday CRM Overview

Play Video

pros

You can build and adjust pipelines without needing technical help.
It’s easy to track tasks, emails, and contact history in one place.
Automation features save your team time on repetitive tasks and streamline daily work.

cons

It can feel overwhelming with too many features for new users.
Reporting feels limited if your team needs deeper performance or trend analysis.
You can't manage complex sales territories or multi-layered account hierarchies.

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.

Wie wir Tools testen & bewerten

Wir haben jahrelang unser System zur Softwarebewertung entwickelt, verfeinert und verbessert. Unser Bewertungsraster ist darauf ausgelegt, die Nuancen der Softwareauswahl und Merkmale eines effektiven Tools abzubilden, wobei der Fokus auf den entscheidenden Aspekten des Entscheidungsprozesses liegt. Nachfolgend sehen Sie, wie unser Test- und Bewertungssystem anhand von sieben Kriterien funktioniert. Es ermöglicht uns, eine unabhängige Bewertung der Software basierend auf Kernfunktionen, besonderen Merkmalen, Benutzerfreundlichkeit, Onboarding, Kundensupport, Integrationen, Kundenbewertungen und Preis-Leistungs-Verhältnis zu geben.

Kernfunktionen (25% der Gesamtnote)

Der Ausgangspunkt unserer Bewertung ist immer die grundlegende Funktionalität eines Tools. Verfügt es über die Basisfunktionen, die ein Benutzer erwarten würde? Sind einige dieser Kernfunktionen nur in teureren Preisplänen verfügbar? Im Kern erwarten wir, dass ein Tool mit den Grundfunktionen seiner Konkurrenten mithalten kann.

Besondere Merkmale (25% der Gesamtnote)

Anschließend bewerten wir außergewöhnliche Funktionen, die über die üblichen Kernfunktionen hinausgehen. Eine hohe Punktzahl spiegelt spezialisierte oder einzigartige Features wider, die das Produkt schneller, effizienter oder für den Endnutzer besonders wertvoll machen. Wir prüfen außerdem, wie einfach es ist, das Tool mit anderen typischerweise verwendeten Programmen zu integrieren, um die Funktionalität und den Nutzen zu erweitern. Tools mit vielen nativen Integrationen, Verbindungen zu Drittanbietern und API-Zugang für eigene Integrationen erhalten die besten Bewertungen.

Benutzerfreundlichkeit (10% der Gesamtnote)

Wir berücksichtigen, wie schnell und einfach sich Aufgaben ausführen lassen, die zur Kernfunktionalität gehören. Software mit hoher Punktzahl ist gut gestaltet, intuitiv zu bedienen, bietet mobile Apps, stellt Vorlagen bereit und erleichtert auch relativ komplexe Aufgaben erheblich.

Onboarding (10% der Gesamtnote)

Wir wissen, wie wichtig eine schnelle Team-Akzeptanz einer neuen Plattform ist. Deshalb bewerten wir, wie leicht sich ein Tool mit minimalem Training erlernen und benutzen lässt. Wir prüfen, wie schnell ein Teammitglied ohne Vorkenntnisse eingerichtet ist und das Tool nutzen kann. Lösungen mit hoher Bewertung erfordern wenig oder keine Unterstützung.

Kundensupport (10% der Gesamtnote)

Wir beurteilen, wie schnell und einfach man telefonisch, per Live-Chat oder Wissensdatenbank Unterstützung erhält. Tools und Anbieter mit echtem Echtzeit-Support bekommen die besten Bewertungen, während Chatbots am schlechtesten abschneiden.

Kundenbewertungen (10% der Gesamtnote)

Neben unseren eigenen Tests berücksichtigen wir den Net Promoter Score von aktuellen und ehemaligen Nutzern. Wir prüfen, ob sie sich wieder für das Tool entscheiden würden. Software mit hoher Bewertung weist auch einen hohen Net Promoter Score auf.

Preis-Leistungs-Verhältnis (10% der Gesamtnote)

Schließlich bewerten wir unter Berücksichtigung aller anderen Kriterien den durchschnittlichen Preis der Einstiegspläne in Bezug auf die Kernfunktionen und vergleichen den Nutzen der anderen Bewertungskriterien. Software, die mehr für weniger bietet, erhält eine höhere Bewertung.

Core Features

Contact Management: You can store and manage all your customer information in one place, making it easy to access and update. This feature helps your team keep track of interactions and build better customer relationships.

Pipeline Management: Track your sales process with visual pipelines that show where each deal stands. This helps your team prioritize tasks and focus on closing deals efficiently.

Task Management: Assign and manage tasks within your team to ensure everyone knows what needs doing and when. It keeps your projects on track and ensures accountability.

Automation: Automate repetitive tasks like follow-up emails and reminders, saving your team time for more important work. This feature boosts productivity and reduces errors.

Reporting and Analytics: Generate reports to analyze your team's performance and make data-driven decisions. It helps you understand your sales trends and improve strategies.

Customizable Dashboards: Create dashboards that fit your team's specific needs, displaying relevant data at a glance. This enhances your team's ability to monitor and react to key metrics quickly.

screenshot - monday CRM Test: Vorteile, Nachteile, Funktionen & Preise — To keep track of interactions and build better customer relationships.

Standout Features

Visual Workflow Builder: Design and customize workflows with an intuitive drag-and-drop interface. This allows your team to create processes that fit your unique business needs without any coding.

Time Tracking: Monitor how much time your team spends on different tasks and projects. This feature helps you understand productivity levels and manage resources effectively.

Ease of Use

monday CRM is known for its intuitive and user-friendly interface, making it easy for your team to get started without extensive training. The visual layout and drag-and-drop workflow builder simplify complex processes, allowing you to customize your workspace effortlessly.

Its responsive design ensures a smooth experience across devices, so your team can manage tasks on the go. Users often appreciate the straightforward navigation and clear organization of features, which enhances productivity and reduces the learning curve.

Onboarding

monday CRM offers a straightforward onboarding process, with guided tutorials and helpful resources that make it easy for your team to get started. The platform provides a wealth of documentation and video guides that walk you through setting up your workspace.

Users often find value in the responsive support team, which is available to assist with any questions or issues. While some users may find the initial setup a bit complex, the available resources help smooth the transition and ensure a quicker time to value.

Customer Support

monday CRM provides a range of support options that help your team resolve issues quickly. Users appreciate the responsive email and chat support, which often addresses questions efficiently.

The platform also offers a comprehensive help center with articles and FAQs that guide you through common challenges. While some users feel response times could be faster, the quality of support and available resources generally meet the needs of most teams, ensuring you can keep your work on track. Plus, monday.com has an active community for those who like to find their own answers or get tips from power-users.

Integrations

monday CRM integrates natively with Slack, Google Workspace, Gmail, Microsoft Teams, Zoom, Outlook, Zoom, HubSpot, LinkedIn, Stripe, PandaDoc, Trello, and Salesforce. monday CRM also offers an API and connects with third-party integration tools like Zapier.

Value for Money

monday CRM pricing offers strong value, especially if your team wants something easy to use without sacrificing flexibility. Although there is no free plan, monday CRM does offer a 14-day free trial.

You get a lot at the lower tiers, including automation and reporting tools that work well for small to midsize teams. Higher plans add more control, but smaller teams won’t need Enterprise to get full use out of it.

Basic Plan: Contact management, boards, and limited automations
Standard Plan: Activity tracking, custom pipelines, and calendar view
Pro Plan: Sales forecasting, advanced reporting, and higher automation limits
Enterprise Plan: Admin controls, multi-level permissions, and enterprise-grade security features

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

monday CRM FAQs

How does monday CRM handle data security and compliance?

Can monday CRM handle multiple pipelines?

Is monday CRM good for customer support teams?

How customizable is monday CRM?

Can my team use monday CRM on mobile?

Does monday CRM work well for post-sale customer management?

How does monday CRM support collaboration between teams?

Can we migrate data into monday CRM?

monday CRM Company Overview & History

monday.com, founded by Roy Mann, Eran Zinman, and Eran Kampf, is headquartered in Tel Aviv, Israel. It operates monday work management (for project management), monday CRM, monday service (a help desk and service management tool), and monday dev (for product development and engineering teams).

Founded in 2012, it went public on Nasdaq in June 2021, rapidly grew to over 1,850 employees, and surpassed US $1 billion in ARR by 2024. The company is known for its customizable no-code tools and supports more than 225,000 customers worldwide.

monday CRM Major Milestones

2012: Founded as dapulse in Tel Aviv after spinning off from Wix.
2014: Platform launched to the public.
2017: Rebranded from dapulse to monday.com
2019: Raised US $150 million in Series D funding; valued at US $1.9 billion. Achieved unicorn status.
2021: Became publicly traded on Nasdaq.
2022: Launch of monday Sales CRM, offering fully customizable no-code CRM workflows.
2023: Released monday CRM integration in Microsoft Teams for in-app pipeline access
2024: monday.com reached over $1 billion in annual recurring revenue.