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monday CRM

The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations

Average Rating: 4.5/5.0

Total Reviews: 1,815

How Do G2 Users Rate monday CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 74% Small, 23% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,818

Category Stats (Oct 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vryno CRM (+15.16%) - Among all products in this category, Vryno CRM recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,900+ Authentic Reviews
  • 1,818+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for CRM Software

G2 Grid® for CRM Software plotting products by satisfaction and market presence

Highlighted products: Salesforce Sales Cloud, HubSpot Sales Hub, monday CRM, Pipedrive, Close, Zoho CRM, Bigin by Zoho CRM, and ActiveCampaign.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=monday-crm&focus%5B%5D=pipedrive&focus%5B%5D=close&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

Deskera All-in-One

Deskera All In One is the only business software you need to run your business. Get integrated accounting, inventory, CRM, payroll, and employee management in one package. All the benefits of an ERP, without any of the hassles. From the get-go, the dashboard is where it all comes together, giving you a real-time view of your business. You can view invoices, receivables, bank balances, and tax calculations, plus check how your sales team is performing and how much revenue they’re raking in. There’s even space to see salary liability, employee attendance, and claims/reimbursements. Deskera has it all front and center, with a winning mobile app that handles every desktop feature with ease. Features 1.Scan documents with your phone to record bills, expenses, and purchase invoices 2.Connect to over 10,000 banks for faster bank reconciliation 3.Multi-currency transactions in over 110 currencies with forex gain/loss calculations 4.Manage your finances the way you want, with job accounting, project accounting, or cost-center accounting 5.Advanced inventory management with serial, batch, bill of materials, multiple warehouses, stock transfers & adjustments, and more Built-in financial and business reports which can be sliced and diced as you need for better insights and decisions 6.Complete audit trail to keep a track of all accounting, financial and transactional activities 7.Automate marketing, lead generation, sales, and after-sales operations. 8.Run email marketing campaigns for lead generation, nurturing, or engaging your customers and prospects. 9.Configure rules to create dynamic segments from your contact lists and personalize your marketing outreach. 10.Create custom forms to capture new potential leads from multiple channels. 11.Add contacts and leads to mailing lists for nurturing or to sales pipelines for closing deals. 12.Configure custom sales pipelines and track deals across different sales stages 13.Schedule activities, calls, or meeting with your contacts regarding deals, and even sync your Microsoft 365 account 14.Setup an email helpdesk and an online help-site to provide world-class support to your customers. 15.Self-service portal for employees and managers to manage payslips, loans, leaves, appraisals, and expenses/claims 16.Employees can use their phone to scan receipts and submit claims, apply leaves and view payslips. 17.Setup multiple teams and departments for appraisals, leave approvals, and claim approvals. 18.Schedule and run payrolls with automatic tax, contributions, and benefits calculations keep different groups of employees on different pay schedules as per your needs. 19.Maintain detailed records for each employee, including personal details, payroll, time-offs, leaves, advances, and more 20.Setup custom pay components and automatically calculate wages based on specific conditions such as pre and post-tax deductions. 21.Automatic journals posted to accounting on payroll finalization.

Average Rating: 4.3/5.0

Total Reviews: 12

How Do G2 Users Rate Deskera All-in-One?

  • Has the product been a good partner in doing business?: 7.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Deskera All-in-One?

  • Seller: Deskera
  • Year Founded: 2008
  • HQ Location: Minneapolis, Minnesota
  • Twitter: @deskera
    5,787 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    108 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 75% Small, 25% Medium

What Do G2 Reviewers Say About Deskera All-in-One?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the speed of loading in Deskera All-in-One, enhancing efficiency for inventory management and invoicing.
  • Users benefit from the automation capabilities of Deskera All-in-One, enhancing efficiency in stock management and payroll.
  • Users love the fast loading speed of Deskera All-in-One, enhancing their experience across various modules.
  • Users praise the responsive customer support of Deskera, highlighting its assistance with system customization and issue resolution.
  • Users value the customizability of Deskera All-in-One, enabling tailored solutions for their specific business needs.
Cons
  • Users often face call issues with Deskera All-in-One, leading to frustrating delays in support response times.
  • Users find the UI not intuitive, making it challenging to input details quickly and efficiently.
  • Users face challenges with poor customer support, struggling to get timely responses and resolutions to their issues.
  • Users report poor support with Deskera All-in-One, struggling to receive timely responses and resolutions to issues.
  • Users find customer support time-consuming, often struggling to get timely responses and solutions to issues.

What Are Recent G2 Reviews of Deskera All-in-One?

What Are G2 Users Discussing About Deskera All-in-One?

Melis Platform

Melis Platform is a modular development platform with ready-to-use tools such as CMS, E-commerce, CRM, Case Managment, Marketing, Newsletters, and much more. It offers the flexibility to customize each module to your specific digital needs, thanks to its extremely developer-friendly environment. Lower your developments costs with the help of the Tool creator and dashboard plugins as well as Multisite, Multilanguage and multichannel modules managed from a single live Editing interface. Melis Technology integrates a wide range of generic and fully-customizable modules, such as: - A CMS page and blog module with templates and live editing - An e-commerce module - A complete Newsletter management software - A CRM with pipeline and workflow management - A survey and form creator with built-in calculation through custom formulas - And many more… Melis Technology business-model is built on a “Freemium” Model with a free Community Edition and 3 subscription licenses, packaged and differentiated only by product and Service Level Agreement features. Melis Technology solution is used by a large number of Digital agencies and IT firms as well as our direct clients, and tailored to the needs of demanding organizations like L’Oréal, Mc Donald’s, Hyundaï, ACCOR, DEKRA and many more.

Average Rating: 4.8/5.0

Total Reviews: 18

How Do G2 Users Rate Melis Platform?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Melis Platform?

  • Seller: Melis
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Paris, FR
  • Twitter: @melisplatform
    91 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 79% Small, 16% Medium

What Do G2 Reviewers Say About Melis Platform?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the modular structure of Melis Platform, allowing easy customization and efficiency for various client needs.
  • Users praise the ease of use of Melis Platform, appreciating its intuitive interface and seamless integration of tools.
  • Users love the all-in-one integration of Melis Platform, effectively managing apps, content, and clients seamlessly.
  • Users appreciate the integrated content management of Melis Platform, allowing seamless control over multiple business aspects in one place.
  • Users appreciate the customizability of Melis Platform, enabling tailored solutions for diverse client needs seamlessly.
Cons
  • Users find the learning curve steep at first due to the platform's complexity, requiring time to adjust effectively.
  • Users desire more customization options for blog design, wishing for greater flexibility in style and functionality.
  • Users find the poor documentation of Melis Platform frustrating, hindering their ability to learn and utilize its features fully.
  • Users desire more flexibility in design but note app integration issues that limit their overall experience with Melis Platform.
  • Users find the learning difficulty of the Melis Platform challenging at first, but it becomes manageable over time.

What Are Recent G2 Reviews of Melis Platform?

Zenible

The intelligent platform for solo founders, freelancers & consultants - CRM, finances, bookings, meetings, insights & intelligence in one.

Average Rating: 4.8/5.0

Total Reviews: 9

Who Is the Company Behind Zenible?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Zenible?

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How it works

Appward

Software companies don’t understand your business. From one group you get a rigid solution that requires expensive and time-consuming implementation. From the other you get a hodgepodge of disconnected applications. We feel your pain. Appward delivers a smart set of over 80 apps in a blazing-fast private workspace that helps you manage and improve every function in your organization, including project management, CRM, employee management, operations, quality, manufacturing and supply chain.

Average Rating: 4.5/5.0

Total Reviews: 12

How Do G2 Users Rate Appward?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Appward?

  • Seller: Appward
  • Year Founded: 2021
  • HQ Location: Santa Clarita, US
  • Twitter: @AppwardSocial
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 58% Medium, 37% Small

What Do G2 Reviewers Say About Appward?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Appward, which simplifies setup, reporting, and enhances team collaboration efficiently.
  • Users appreciate the efficiency of Appward, benefiting from fast access to integrated functionalities and streamlined project management.
  • Users value the focus on real growth and monetization of Appward, enhancing engagement and performance significantly.
  • Users admire the focus on real growth and monetization that Appward offers, enhancing engagement and retention effectively.
  • Users love the intuitive design of Appward, enabling quick access to essential tools and improving collaboration significantly.
Cons
  • Users find the learning curve challenging, as features lack clarity and require significant effort to master.
  • Users find feature limitations in Appward, noting the lack of customization and advanced targeting options.
  • Users find Appward has limited customization, which restricts advanced targeting for complex campaigns and strategies.
  • Users find Appward has limited features, lacking customization and mobile app options, hindering complex campaign execution.
  • Users find Appward's missing features limit customization and targeting, impacting complex campaign execution and mobile usability.

What Are Recent G2 Reviews of Appward?

Noloco

Noloco is the customizable operating system for businesses that want fewer tools, better visibility and happier clients. Agencies, firms, and legal teams use Noloco to run operations, standardize processes, and customize workflows: all in one place. Instead of juggling CRM, project management, client portals, billing, and team tools, everything stays connected with shared data, real-time visibility, and powerful integrations like HubSpot, Airtable or Make. Founded in 2021 and backed by Y Combinator & Frontline Ventures and some other incredible investors, Noloco has prioritized innovation from day one to build a powerful yet flexible system trusted by 1,000+ businesses and teams worldwide. Here are some product highlights: 🖥️ One connected system to run your business Connect your data and tools, and Noloco automatically builds one system for you that replace fragmented tools or spreadsheets with a single source of truth. Bring clients, projects, team work and finances in one place to understand the true state of your business. 🎨 Ready by default, flexible by design Start with a ready-to-use operating system without being locked into rigid structures. Customize pages, actions, views and automations without code so your team works efficiently while you gain full visibility. 🔐 Granular visibility and access control Share the right data with the right people at the right time. Control access for teammates, clients and partners using roles, collection filters, visibility settings & data permissions. ⚡ Powerful workflows with built-in guardrails Automate emails, trigger webhooks or sync tools using Zapier to eliminate repetitive work. Add action buttons to your record pages and collection views to create records, update fields or trigger on-demand workflows with the click of a button. 🤝 Client collaboration built in Give clients a branded portal to request work, approve delivery and track progress. Everything stays secure and organised, without per-user pricing getting in the way. ⏩ Built to grow with you Add new services, workflows, and client experiences without migrating systems or breaking existing processes. Noloco evolves as you grow. If your business is growing and your tools aren't keeping up, this operating system is built for you. Noloco is ideal for agencies and firms looking to securely share data across internal teams and with external customers or partners without exposing the underlying database. Teams use Noloco to connect all their tools in one system that gives them the visibility they need as they grow, whilst delivering a professional client experience.

Average Rating: 4.8/5.0

Total Reviews: 36

How Do G2 Users Rate Noloco?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Noloco?

  • Seller: Noloco
  • Year Founded: 2021
  • HQ Location: Dublin, IE
  • Twitter: @NolocoHQ
    1,303 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 86% Small, 8% Medium

What Do G2 Reviewers Say About Noloco?

AI-generated summary from verified user reviews

Pros
  • Users rave about the ease of use of Noloco, enabling smooth navigation and quick app creation without coding.
  • Users commend Noloco for its exceptional customer support, appreciating quick responses and knowledgeable assistance from the team.
  • Users value Noloco's easy setup, allowing quick navigation and efficient app building, especially for first-time users.
  • Users value the flexibility of Noloco, enabling the creation of diverse and customized applications effortlessly.
  • Users appreciate the ease of use of NoLoCo, allowing them to create apps effortlessly without any coding experience.
Cons
  • Users feel a need for more customization options and features like auditing logs and translation modules in Noloco.
  • Users find the limited customization options in Noloco restrictive, desiring more control over visual design and themes.
  • Users find Noloco’s pricing structure expensive, especially for larger businesses with numerous users and data limitations.
  • Users express frustration over the insufficient tutorials in Noloco, as advanced training materials are severely lacking.
  • Users express that the learning curve is steep, with many struggling to find necessary advanced tutorials and features.

What Are Recent G2 Reviews of Noloco?

What Are G2 Users Discussing About Noloco?

Oliv AI

Oliv is an AI-native platform for B2B revenue teams to transform their GTM motion and grow revenue without adding headcount. The AI Agent-suite covers the entire revenue lifecycle, from business development and sales to customer success, enablement, sales engineering, expansion, and RevOps. Specialist agents own specific roles, workflows, and use cases, while super agents coordinate context, priorities, and execution across agents, teams, and systems. Oliv consolidates first-party data from your revenue stack inclduing CRM, calls, emails, meetings, engagement tools, customer success platforms, and more, and maps it onto a GTM Context Graph. That context is processed by 100+ fine-tuned SLMs trained on revenue methodologies and best practices, giving every app and agent the shared understanding it needs to act. At the app layer, Oliv offers AI-native alternatives across Conversation Intelligence, Enablement, Sales Engagement, Forecasting, and Retention. Teams can replace the tools they already use today, while avoiding the cost, complexity, and reliability gaps of trying to build revenue agents from scratch on top of generic AI models. With Forward Deployed Engineers working alongside your team, Oliv helps every app and agent go live, get adopted, and turn AI transformation from a strategy deck into a working revenue motion. Book a 7-minute chat here: https://oliv.ai/book-a-demo

Average Rating: 4.7/5.0

Total Reviews: 10

How Do G2 Users Rate Oliv AI?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Oliv AI?

  • Seller: Oliv.ai
  • Company Website:
  • Year Founded: 2023
  • HQ Location: San Francisco, US
  • Twitter: @tryolivai
    53 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    51 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 40% Small, 40% Medium

What Are Recent G2 Reviews of Oliv AI?

Reevo

Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture.

Average Rating: 4.9/5.0

Total Reviews: 8

How Do G2 Users Rate Reevo?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Reevo?

  • Seller: Reevo
  • Company Website:
  • Year Founded: 2024
  • HQ Location: Santa Clara, California, United States
  • LinkedIn® Page: www.linkedin.com
    57 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Reevo?

Adviai Sales CRM

Adviai is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, and customer service.

Average Rating: 5.0/5.0

Total Reviews: 7

How Do G2 Users Rate Adviai Sales CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Adviai Sales CRM?

Who Uses This Product?

  • Company Size: 71% Small, 29% Medium

What Are Recent G2 Reviews of Adviai Sales CRM?

Corefactors

Corefactors is a RevOps-enabling end-to-end CRM platform. The platform aims to cater to the growing need for a unified platform to manage customer relations and customer-facing teams. With the proliferation of customer touchpoints, intensifying competition, and ever-heightening customer expectations, Corefactors CRM enables the RevOps ecosystem and reduces revenue leakages by aligning them and creating a 360⁰ view of customer and business.

Average Rating: 4.5/5.0

Total Reviews: 11

How Do G2 Users Rate Corefactors?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Corefactors?

  • Seller: Corefactors
  • Year Founded: 2013
  • HQ Location: Bengaluru, IN
  • Twitter: @AICorefactors
    45 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    63 employees on LinkedIn®
  • Phone: +91 80673 35577

Who Uses This Product?

  • Company Size: 45% Small, 27% Large

What Do G2 Reviewers Say About Corefactors?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Corefactors, highlighting its quick setup and seamless communication workflows.
  • Users appreciate the responsive customer support of Corefactors, enhancing communication workflows and overall efficiency.
  • Users value the powerful automation features of Corefactors, enhancing efficiency across sales, marketing, and support.
  • Users appreciate the powerful automation features of Corefactors, reducing manual work and enhancing communication efficiency.
  • Users appreciate the easy integrations of Corefactors, enhancing their communication workflows and automating processes seamlessly.
Cons
  • Users experience dashboard issues with lag, limited customization, and inadequate training materials impacting usability and performance.
  • Users find limited customization options in Corefactors, affecting their ability to tailor the platform effectively.
  • Users face challenges due to limited advanced analytics and customization options, hindering deeper insights and flexibility.
  • Users experience poor customer support, particularly during peak hours, which hampers effective issue resolution.
  • Users notice slow loading times on the dashboard, which hampers their overall experience with Corefactors.

What Are Recent G2 Reviews of Corefactors?

What Are G2 Users Discussing About Corefactors?

K3X

K3X is an AI-native CRM built for small teams that want their sales system to run itself. Instead of building rules in a rigid workflow editor, you describe what you want in plain language and AI agents do the work end to end: capturing leads, qualifying them, logging every interaction, and following up at exactly the right moment. Most CRMs were designed to give managers visibility, not to help reps sell. Sales teams lose hours every week to manual data entry, field updates, and admin instead of closing. K3X removes that tax. The system captures activity automatically and acts on it, so a follow-up goes out the second a new lead arrives, no task gets forgotten, and no deal slips through the cracks. K3X is purpose-built for businesses with 1 to 9 employees that need real sales infrastructure without hiring a RevOps team. The five-figure RevOps stack of consultants, integrations, and custom automations is replaced by agents you set up with a prompt. Pricing is $20 per seat per month, with no implementation fees and no lengthy onboarding. Key capabilities: - Prompt-driven AI agents that run workflows without manual building - Automatic contact and activity capture that keeps your CRM data clean - AI lead qualification and routing with no manual review - Personalized follow-up triggered automatically by lead behavior - Pipeline and deal management with AI-recommended next steps - Native email and calendar integration Traditional CRMs follow sequences. K3X pursues outcomes. Where legacy CRM software records what already happened, K3X decides what should happen next and carries it out. For founders and lean sales teams who care about response speed, follow-up consistency, and a tool that works without constant upkeep, K3X delivers enterprise-grade sales automation at a price built for small business.

Average Rating: 4.9/5.0

Total Reviews: 7

How Do G2 Users Rate K3X?

  • Contact & Account Management: 8.3/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.7/10 (Category avg: 8.6/10)

Who Is the Company Behind K3X?

Who Uses This Product?

  • Company Size: 71% Medium, 29% Small

What Are Recent G2 Reviews of K3X?

work4all

work4all is the award-winning all-in-one software that combines commercial functions, communication and document storage, and project management. The clearly arranged work4all desktop displays all information on customers, suppliers or projects as a digital file. Additional functions such as time tracking, warehouse management, ticket management as well as many industry-specific extensions make work4all the central control element of your company. Founded in 1990, with over 1.000 clients and 30 years of experience we are one of the leading CRM/ERP providers in Germany.

Average Rating: 4.7/5.0

Total Reviews: 11

How Do G2 Users Rate work4all?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.9/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind work4all?

  • Seller: work4all
  • Year Founded: 1990
  • HQ Location: Koln, NRW
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About work4all?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of work4all, finding it simple and efficient for CRM and ERP tasks.
  • Users value the smoother performance and integration of work4all, enhancing efficiency across CRM and ERP tasks.
  • Users admire the intuitive design of work4all, making it easy to navigate and effective for CRM tasks.
  • Users appreciate the simplicity of work4all, enjoying the seamless integration and easy onboarding process.
  • Users find the user-friendly interface of work4all easy to navigate, enhancing their overall experience.
Cons
  • Users find the lack of comprehensive customer data layout frustrating, making onboarding and training time-consuming.
  • Users find the incomplete information about customer data and training cumbersome for onboarding employees effectively.
  • Users express a need for improved language features, as current options hinder efficient translation processes.
  • Users find the steep learning curve for onboarding and training with work4all to be time-consuming and challenging.
  • Users find the lack of language features in work4all limits their translation capabilities and increases time consumption.

What Are Recent G2 Reviews of work4all?

Fluid CRM

Fluid CRM is the visual, lightweight CRM for small B2B sales teams. Founders, agencies, consultants and coaches use Fluid CRM to track deals, contacts and follow-ups in a clean visual pipeline without the clutter of HubSpot, Salesforce or Pipedrive. Most CRMs are built for enterprise sales teams with dedicated ops staff and six-figure implementation budgets. Small B2B teams end up either drowning in features they don't use or staying on Google Sheets and Excel because the alternatives feel like a second job. Fluid CRM is the middle option that didn't exist. A full CRM with the structure to scale past spreadsheets, sized for teams that need clarity instead of complexity. The product is built around a calm visual pipeline. Deals move across stages and data logging is fast with keyboard shortcuts. Reminders surface the follow-ups that need attention today, color coded by urgency. Nested contacts under companies handle multi-stakeholder B2B sales and account-based outreach. Lead capture forms with custom fields pre-qualify prospects on budget, timeline and project type before they hit the pipeline. API and webhooks connect cold email tools like Smartlead and Instantly so interested replies become tracked deals automatically. Every feature is included on both plans. Monthly billing is $16 per seat per month. Annual billing is $144 per seat per year, which works out to $12 per seat per month and three months free. There are no upgrade traps, no feature unlocks behind premium tiers, no implementation fees and no required onboarding calls. Setup takes minutes, not weeks. Fluid CRM is the right fit for solo founders running outbound, agencies juggling multiple client pipelines side by side, consultants and coaches tracking warm leads through to closed deals and after-work, cold email and outbound agencies turning replies into closed deals, and small B2B sales teams of two to ten people who outgrew Google Sheets but rejected HubSpot. Fluid CRM is not the right fit for marketing automation, complex enterprise sales force management or multi-product catalog tracking. Teams that need 200 custom fields and a dedicated CRM administrator should look elsewhere. Free trial is seven days, no credit card required.

Average Rating: 4.9/5.0

Total Reviews: 6

How Do G2 Users Rate Fluid CRM?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Fluid CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Fluid CRM?

Olqan

Grow profitably. The Business Operating System for growing companies. Olqan helps companies grow profitably. It is the Business Operating System for growing companies. Your revenue grew. Did your profit? As companies grow, they add clients, projects, employees, invoices, approvals and admin. Follow-ups get missed. Billable hours go unrecorded. Finished work waits to be invoiced. Managers chase updates. Revenue goes up while margins and cash flow get worse. Olqan helps you grow without letting overhead grow at the same rate. Win more Track leads, pipelines, proposals and follow-ups so fewer opportunities slip. Send contracts for e-signature. Deliver profitably Track time and billable hours, set project budgets, compare budget against actual, and see utilization and capacity across your team. Get paid faster Create invoices from projects, milestones and retainers. Track payments, send reminders and reconcile what you receive. Scale with less overhead Handle approvals, attendance, leave and employee records. Give clients a portal to follow their own work instead of chasing your team. Also included Support tickets, procurement, asset management, forms, reporting, and integrations with Google, Slack, Stripe and webhooks. Available in English and Arabic with full right-to-left support. Pricing Free Solo plan. Team is $12 per user per month. Business is $19 per user per month. Paid plans include a 14-day trial. No credit card required. Book a demo: https://meet.olqan.com/demo

Average Rating: 5.0/5.0

Total Reviews: 6

How Do G2 Users Rate Olqan?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Olqan?

  • Seller: Olqan
  • Year Founded: 2025
  • HQ Location: Riyadh, SA
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Olqan?

AI-generated summary from verified user reviews

Pros
  • Users find Olqan to be exceptionally user-friendly, simplifying operations with a clean interface and helpful support.
  • Users love the automation features of Olqan, as it significantly saves time and simplifies tasks across functions.
  • Users value the time-saving automation of Olqan, streamlining processes across project management, HR, and finance.
  • Users commend the helpful customer support of Olqan, appreciating their assistance in setting up accounts efficiently.
  • Users find Olqan's setup easy and efficient, appreciating the helpful support from the team during account configuration.
Cons
  • Users express frustration with the lack of phone app and limited integrations, hindering their overall experience with Olqan.
  • Users miss the absence of a phone app and limited integrations, which restrict their ability to use Olqan effectively.

What Are Recent G2 Reviews of Olqan?

Serviceform

Serviceform – The only software your business needs for Sales, Support and Marketing Have website visitors but not converting them into customers? Let's change that! Serviceform helps businesses around the world to convert website visitors into revenue. This is done by combining lead generation tools, analytics to identify the behaviour of the website visitors and a CRM to provide a single solution for website conversion and customer management. Our vision is to be a globally leading company focused on pushing the boundaries of online lead generation and communication. We want to be the only software your business needs for Sales, Support and Marketing. Serviceform is a Finland-based SaaS company. We are committed to growing the best possible lead generation tools and analytics tools. We want to allow business owners to make educated decisions and grow their businesses predictably. About our technology, we provide an all-in-one software platform that helps companies simplify their sales, marketing, and customer support process. • The only 6 website conversion tools you'll need: Chatbot, Live chat, Dynamic form, Conversational landing page, Engagement chatbot, Popup, and Floating bar. • Management tools: Flex xRM, Ourly Meeting scheduler, Website analytics, and Cookie banner. • Communication tools: Social inbox, Email and SMS campaign builder. Check us out at Serviceform.com!

Average Rating: 4.8/5.0

Total Reviews: 10

How Do G2 Users Rate Serviceform?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Serviceform?

Who Uses This Product?

  • Company Size: 90% Small

What Are Recent G2 Reviews of Serviceform?

What Are G2 Users Discussing About Serviceform?

SmartSearch

SmartSearch is a leading global talent acquisition and staffing management SaaS platform that enables companies to effectively identify, recruit, onboard, and nurture top talent. We consistently drive innovation, providing scalable and configurable software for the unique needs of staffing professionals. SmartSearch is the go-to platform for hiring the right talent at the right time. We design human-centered recruitment solutions that enable organizations to hire better, faster, and smarter. Our all-in-one talent acquisition platform serves thousands of recruiting professionals worldwide, offering comprehensive applicant tracking, CRM, hiring manager collaboration, e-signature, onboarding automation, and more. SmartSearch’s flexible architecture has made the enterprise-grade solution available to organizations across all markets, delivering tailored solutions to meet diverse needs.

Average Rating: 4.0/5.0

Total Reviews: 30

How Do G2 Users Rate SmartSearch?

  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 8.9/10)
  • Contact & Account Management: 5.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 5.0/10 (Category avg: 8.6/10)

Who Is the Company Behind SmartSearch?

  • Seller: SmartSearch
  • Year Founded: 1986
  • HQ Location: Oceanside, CA
  • Twitter: @SmartSearchATS
    1,711 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Staffing and Recruiting, Information Technology and Services
  • Company Size: 50% Medium, 30% Small

What Are Recent G2 Reviews of SmartSearch?

What Are G2 Users Discussing About SmartSearch?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 16, 2026