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

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 ofrece una interfaz flexible e intuitiva que permite a tu equipo gestionar las relaciones con los clientes de manera más eficaz que muchas herramientas CRM tradicionales.

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By Sugandha Mahajan

Last updated on Jul 7, 2026

Los clics en los enlaces a continuación pueden generar una comisión, lo que apoya nuestra prueba y revisión independiente de software y servicios. Aprende más sobre cómo mantenemos la transparencia.

Why Trust Our Reviews?

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.

Customer Rating

4.6 /5

Pricing

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

Por Qué Confiar en Nuestras Reseñas de Software

monday CRM Overview

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.

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Cómo Probamos y Evaluamos Herramientas

Hemos pasado años construyendo, refinando y perfeccionando nuestro sistema de evaluación y puntuación de software. La rúbrica está diseñada para capturar los matices de la selección de software y lo que hace que una herramienta sea eficaz, centrándose en los aspectos críticos del proceso de toma de decisiones. A continuación, puedes ver exactamente cómo funcionan nuestras pruebas y puntuaciones en siete criterios. Esto nos permite ofrecer una evaluación imparcial del software basada en funcionalidad principal, características destacadas, facilidad de uso, incorporación, soporte al cliente, integraciones, opiniones de clientes y la relación calidad-precio.

Funcionalidad Principal (25% de la puntuación final)

El punto de partida de nuestra evaluación siempre es la funcionalidad principal de la herramienta. ¿Tiene las funciones básicas que un usuario esperaría? ¿Alguna de esas funciones principales está bloqueada en planes de precios más altos? Consideramos que una herramienta debe estar a la par de las capacidades básicas de sus competidores.

Características Destacadas (25% de la puntuación final)

A continuación, evaluamos aquellas características poco comunes y destacadas que superan la funcionalidad principal típica de herramientas de ese tipo. Una puntuación alta refleja funciones especializadas o únicas que hacen que el producto sea más rápido, eficiente o que aporte un valor adicional al usuario. También evaluamos lo fácil que es integrar la herramienta con otras que típicamente se utilizan en el ecosistema tecnológico para ampliar la funcionalidad y utilidad del software. Las herramientas que ofrecen abundantes integraciones nativas, conexiones de terceros y acceso a API para integraciones personalizadas obtienen la mejor puntuación.

Facilidad de Uso (10% de la puntuación final)

Consideramos lo rápido y sencillo que es ejecutar las tareas definidas en la funcionalidad principal usando la herramienta. El software que puntúa alto 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 la rápida adopción del equipo en una nueva plataforma, así que evaluamos lo fácil que es aprender y usar una herramienta con poca formación. Evaluamos cuán rápido un miembro del equipo puede configurarse y comenzar a usar la herramienta sin experiencia. Las soluciones mejor puntuadas requieren poco o ningún soporte.

Soporte al Cliente (10% de la puntuación final)

Revisamos lo rápido y sencillo que es salir de un atasco y encontrar ayuda por teléfono, chat en vivo o una base de conocimientos. Las herramientas y empresas que brindan soporte en tiempo real obtienen la mejor puntuación, mientras que los chatbots obtienen la peor.

Opiniones de Clientes (10% de la puntuación final)

Más allá de nuestras propias pruebas, consideramos el puntaje neto del promotor de los clientes actuales y anteriores. Revisamos la probabilidad de que elijan la herramienta nuevamente para la funcionalidad principal. Un software con alta puntuación refleja un alto puntaje neto del promotor por parte de clientes actuales o anteriores.

Relación Calidad-Precio (10% de la puntuación final)

Por último, considerando todos los demás criterios, analizamos el precio promedio de los planes de nivel inicial frente a las funciones principales y valoramos el resto de los criterios de evaluación. El software que ofrece más por menos obtiene una mayor puntuación.

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 - Reseña de monday CRM: Ventajas, Desventajas, Características y Precios — To keep track of interactions and build better customer relationships.

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.

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.

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

Alternatives to monday CRM

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monday CRM vs. Zoho CRM: Comparación Completa Para 2026Opens new window

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?

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