Used For

• +**Your reps forget to follow up on warm leads for weeks** → Automated reminders ping them when deals sit too long, nothing falls through cracks
• +**Generating quotes takes 45 minutes of copying data between tools** → Pulls contact info automatically, generates quotes in 2 clicks
• +**Your sales manager has zero pipeline visibility** → Drag deals between stages, see total values per column at a glance
• +Kanban-style deal boards - drag from 'contacted' to 'closed-won' instead of updating dropdown menus
• +Email templates with open tracking - know when prospects actually read your follow-ups

Best For

• >Your sales team is drowning in Excel spreadsheets and manual follow-ups
• >Lost deals because nobody knew who promised what to which customer
• >You want something visual that doesn't require a Salesforce certification to use

Not For

• -Solo salespeople or teams under 5 - you're paying for unused seats at $12+ per person monthly
• -Heavy analytics nerds - the reporting is pretty basic compared to real CRM tools like Pipedrive
• -Companies wanting deep customization - this is monday.com wearing a sales costume, not purpose-built CRM

Pairs With

• *Gmail or Outlook (syncs emails automatically so every conversation shows up in deal timelines)
• *Zapier (to connect with tools monday doesn't integrate with natively - which is most of them)
• *DocuSign (to actually get contracts signed instead of chasing people for wet signatures)
• *HubSpot (many teams import leads from HubSpot's superior marketing tools)
• *Google Sheets (because you'll still export data for complex reporting that monday can't handle)

The Catch

• !You'll spend more time setting up automations and custom fields than they advertise - it's flexible but requires ongoing tweaks
• !The email sync works great until it doesn't - Outlook integration especially gets cranky and needs babysitting
• !It's really monday.com's project tool with CRM features added later, so some sales-specific stuff feels like an afterthought

Bottom Line

The CRM that looks like a project management tool because it basically is one with sales features bolted on.