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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)

SimpleCRM

SimpleCRM SimpleCRM is a modern, no-frills CRM designed for small to medium-sized businesses and solopreneurs who are tired of bloated, overpriced software. We believe that a CRM should be a simple tool that empowers you, not a complex system that requires a full-time administrator to manage. Our philosophy, "Stupid Simple," guides every design choice, ensuring our platform is so intuitive your team can start using it effectively in seconds, not days. Unlike traditional CRMs that bombard you with an endless list of features you'll never use, SimpleCRM focuses on the core functionalities that drive real value. We strip away the unnecessary complexity and feature bloat that has made most CRMs feel like a chore. Our platform is built around a straightforward set of tools: Contact Management: A clean, organized digital rolodex to keep all your customer and prospect information in one place. Pipeline Tracking: A visual and easy-to-manage sales pipeline to help you track deals and understand your sales process at a glance. Task Management: Stay on top of follow-ups and to-dos without the overwhelm. Email Communication: Send professional, templated, and custom emails directly from the platform. Built-in Analytics: Get pre-configured, actionable reports that show you how your business is growing without any complex setup. Our commitment to simplicity extends to our pricing model. We offer a flat-rate fee for your entire team, regardless of size, with no per-seat fees, no hidden costs, and no upcharges for "premium" features. SimpleCRM is for the business owner who wants a powerful, intuitive tool that supports their sales process, saves them time, and gets out of the way so they can focus on what matters most—building relationships and growing their business.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind SimpleCRM?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About SimpleCRM?

AI-generated summary from verified user reviews

Pros
  • Users find SimpleCRM to be extremely user-friendly, with an intuitive interface that requires no prior training.
  • Users find SimpleCRM intuitive, requiring no training as it naturally aligns with their needs and workflows.
Cons
  • Users find the lack of email history tracking in SimpleCRM frustrating, missing features available in other CRMs.
  • Users miss essential features like email history tracking that were removed in SimpleCRM's effort to simplify.

What Are Recent G2 Reviews of SimpleCRM?

SimpleWorks

Headquartered in Singapore, SimpleWorks Group operates through two key companies - SimpleWorks Business Solutions Pte Ltd and SimpleWorks Solutions Pvt Ltd, based in Nagpur, India. An ISO 27001:2013 & ISO 9001:2015 certified organization, SimpleWorks excels in delivering robust CRM and AI-based solutions specifically designed to serve the needs of mid-sized to large enterprises spanning the Asia Pacific, Middle East, and North Africa. Our unique Omnichannel CX platform is trusted by marquee clients across APAC and MENA regions. This reflects our ability to consistently outperform larger competitors with our comprehensive product suite and customer-centric innovative solutions. SimpleWorks' recognition in Forrester's CRM Landscape Reports in 2021, 2022, and 2023 as one of the leading global CRMs is a testament to our excellence. Our clientele comprises numerous large insurance and banking organizations in Asia, for whom we have delivered swift and scalable solutions for lead management, contact center automation, digital marketing, mobile agent apps, insurance dashboards, AI-based chatbots, AI-based claims processing, and AI-based predictive analytics. Our dynamic team, boasting experience in over 350 CRM projects, further solidifies our market position. Our core SimpleCRM Solution consists of the following components: > Omnichannel Sales Automation > Omnichannel Support Automation > Marketing Automation > Customer-360, Branch-360, RM-360 > GPT Powered Sales Coach > GPT Powered Knowledge Bot (R-YaBot) > GPT Assist for Customer Servicing > Digital Account Opening Solution (Mobile App & Bot) > AI-Based Predictive Analytics > Sales & Service Mobile Apps

Average Rating: 4.3/5.0

Total Reviews: 2

How Do G2 Users Rate SimpleWorks?

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

Who Is the Company Behind SimpleWorks?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of SimpleWorks?

Stood CRM

How complex is your Salesforce, really — and what would simpler be worth? Stood Flows toolkit scores every business process, shows who actually uses it, and prices what it costs to keep — so you can retire dead structure, right-size your license buffer, and prove the debt curve is bending. Measure the complexity you are paying for — then remove it. Every business process scored, its real usage counted, its share of the contract priced, so retiring what nobody uses becomes a costed plan with savings attached instead of an argument in a meeting. Analyse metadata Find what to remove: dead processes, unbalanced stages, complexity scores, and the custom code nobody runs Usage & costs Price the waste: seats nobody uses, consumption nobody needs, and the contract reconciled line by line Diagnostics Named findings, each with a remedy and a test for whether it is worth doing Govern Prove the debt is falling: portfolio scorecards, baselines and deltas across every org, month over month

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Stood CRM?

  • Seller: Stood CRM
  • HQ Location: Paris, Île-de-France, France
  • LinkedIn® Page: linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Stood CRM?

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Teknovate CRM

Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. It is one of the best CRM software that enables users to transform their average salesperson into star performers. Teknovate CRM help to sales manager/owner in tracking the performance of the sales team/salesperson cross-selling, upselling, & field salesperson's operations to drive sales & overall company revenue. Teknovate CRM software offers business-exclusive solutions to 1.) Financial Services Providers 2.) Real Estate Business 3.) Traders & Customized Manufacturers 4.) Educational Institution 5.) Startup and Small Business 6.) Consulting Service Providers 7.) Financial & Legal service provider What features does Teknovate CRM offer? 1.) Auto Capture Leads from all the sources 2.) Send Personalized Welcome Email & SMS to New Leads 3.) Auto Assign Leads to salesperson/Team 4.) Monitor Lead Status with Timeline & User Activities 5.) Plan, Assign & Track - Activities like. Call, WhatsApp, Visits, etc. 6.) Lead Scoring & Qualification 7.) Call, Email, & WhatsApp to Clients directly from App 8.) Sales process from quotation to sales to invoice & Payment 9.) Analysis and Live Reports and much more 5 Reasons why Teknovate CRM? 1.) Affordable & Save at least 50% of CRM cost 2.) Simple & Easy to use with all needed CRM Features 3.) Secured, Scalable & World Class Cloud Solution 4.) Best Support & dedicated Customer Success Team 5.) Completely Customizable to Suit your business

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Teknovate CRM?

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

Who Is the Company Behind Teknovate CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Teknovate CRM?

Teleforce

About Teleforce Teleforce is a next-generation Communication Platform as a Service (CPaaS) designed to help businesses unify their communication, sales, marketing, and customer engagement into one powerful ecosystem. Built for scalability and AI-driven automation, Teleforce empowers organizations of all sizes to streamline operations, boost conversions, and deliver exceptional customer experiences. At its core, Teleforce provides a fully managed communication suite, including advanced IVR systems, progressive and predictive auto-dialers, outbound IVR campaigns, transactional email services, SMS, and WhatsApp Business API with integrated chat tools. Businesses can integrate directly with popular channels like Facebook Messenger, Google Meet, and more, ensuring every customer touchpoint is connected and trackable. Teleforce’s integrated CRM takes customer management to the next level—covering sales funnels, lead management, quotation and order handling, and payment gateway integration. Leads can be captured from multiple sources such as Facebook, Instagram, IndiaMART, Justdial, MagicBricks, and 99acres via its built-in app store. Intelligent routing features like skill-based allocation, round-robin, and parallel distribution ensure the right lead reaches the right team at the right time. The platform also includes workflow automation tools for building custom playbooks, lead re-engagement strategies, and segmentation based on customer journey data. With advanced reporting—such as lead source analysis, engagement tracking, funnel stage conversion, and voice campaign performance—businesses gain actionable insights to refine their strategies. For marketing teams, Teleforce offers digital asset management, outbound campaign templates, and AI-powered content creation for email, SMS, WhatsApp, and landing pages. Its programmatic advertising suite integrates with over 500 publishers and major ad networks like Google and Facebook, enabling targeted campaigns without the need for multiple third-party stacks. Teleforce’s AI Agent Suite provides intelligent bots for lead qualification, sentiment analysis, ad optimization, and personalized office IVR experiences. Combined with its new virtual mobile number services for Indian businesses, Teleforce becomes a one-stop platform for both inbound and outbound engagement. With its blend of CPaaS, CRM, CDP capabilities, and AI-driven automation, Teleforce isn’t just a communication tool—it’s a complete digitalization platform that helps businesses sell smarter, serve better, and grow faster.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Teleforce?

  • Workflow Capability: 6.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 6.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 6.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Teleforce?

  • Seller: Teleforce
  • Year Founded: 2020
  • HQ Location: New Delhi, IN
  • LinkedIn® Page: www.linkedin.com
    46 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Teleforce?

Telemanager CRM

Telemanager CRM is a modern, user-friendly platform designed to revolutionize telemarketing and lead generation campaigns. Built with simplicity, efficiency, and scalability in mind, Telemanager helps businesses streamline their telemarketing process, enhance team productivity, and improve lead quality—all while being cost-effective. With Telemanager CRM, users can effortlessly create and manage telemarketing campaigns tailored to their unique goals (leads or appointments). The platform features automated lead reporting, which eliminates manual tracking and provides real-time insights into performance. An integrated quality approval system ensures that only high-quality leads are passed to the customers (internal or external), boosting conversion rates and optimizing ROI. Telemanager CRM is ideal for telemarketing, Lead gen and appointment setting businesses of all sizes, from startups to larger agencies. Its intuitive interface requires minimal training, making it easy for teams to get started quickly. Key features include: • Campaign Creation: Quickly design, launch, and manage telemarketing campaigns. • Automated Reporting: Access real-time data to track and measure performance. • Quality Approvals: Maintain lead quality with built-in approval processes. • Affordability: Professional-grade tools at a fraction of the cost of traditional CRMs. Telemanager CRM empowers telemarketers to focus on what truly matters—building connections and generating leads. Whether you’re new to telemarketing or a seasoned professional, Telemanager CRM offers the tools you need to achieve your lead generation goals efficiently. Experience the difference with Telemanager CRM. Start your free trial today and see how we can transform your telemarketing efforts.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Telemanager 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)

Who Is the Company Behind Telemanager CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Telemanager CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive design of Telemanager CRM, enhancing their telemarketing and lead generation processes.
  • Users value the intuitive lead management in Telemanager CRM, streamlining their telemarketing and lead generation efforts.
  • Users appreciate the intuitive simplicity of Telemanager CRM, facilitating effective telemarketing and lead generation processes.

What Are Recent G2 Reviews of Telemanager CRM?

Tixio

Tixio is a Work OS that replaces Notion, ClickUp and Slack with one connected workspace, starting at $2.80 per user per month. Built for small to mid-sized teams, it eliminates the need to maintain separate subscriptions for collaboration, documentation, and communication tools. Most teams accumulate software stacks over time: a project tool, a chat app, a wiki platform, a whiteboard, and a CRM, each with its own login, pricing tier, and context switch. Tixio consolidates these into one workspace accessible across web, desktop, Android, and iOS, so teams can move from a task to a conversation to a document without leaving the platform. The task and project management module supports boards, lists, and kanban-style views with time tracking, priority settings, and team assignments. The wiki module allows teams to build internal knowledge bases, SOPs, onboarding documents, and meeting notes with real-time collaborative editing. The whiteboard module supports visual brainstorming and diagramming alongside project work. Tixio Chat and Meetings, launched in 2026, provide native messaging and video conferencing integrated directly with tasks and wikis, replacing the need for standalone tools like Slack or Zoom for teams operating within the Tixio workspace. The HR module supports employee self-service functions including leave management, contracts, salary records, and equipment requests. The CRM module covers contact management, pipeline tracking, and sales opportunity management for customer-facing teams. Tixio is GDPR-compliant and headquartered in Oslo, Norway. The platform is used by digital agencies, consulting firms, real estate teams, and educational institutions across multiple countries. Pricing starts at $2.80 per user per month, with a free plan and a 14-day trial available without a credit card.

Average Rating: 4.8/5.0

Total Reviews: 9

How Do G2 Users Rate Tixio?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Tixio?

  • Seller: Tixio
  • Year Founded: 2016
  • HQ Location: ULEFOSS, NO
  • Twitter: @Tixioapp
    98 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 60% Small, 30% Medium

What Do G2 Reviewers Say About Tixio?

AI-generated summary from verified user reviews

Pros
  • Users value the customization options in Tixio, allowing personalized setups for enhanced productivity and organization.
  • Users find Tixio's ease of use enhances productivity with its simple UI and effective team collaboration tools.
  • Users value the team collaboration features of Tixio, enhancing organization, productivity, and communication across projects.
  • Users love the easy access of Tixio, enabling collaboration and task management from anywhere around the globe.
  • Users value the effective communication features of Tixio, enhancing teamwork and project collaboration seamlessly.
Cons
  • Users desire more customization options in Tixio, such as adjustable backgrounds and flexible widget sizes.

What Are Recent G2 Reviews of Tixio?

Twilead

Cloud-based platform that helps manage clients, marketing, sales and more. The only all-in-one marketing, sales & CRM platform you'll ever need to grow your automated online business. "100% of our users see a noticeable increase in their conversion rate, save time and resources right within the first month!" Twilead is best for the B2B & B2C Businesses - Entrepreneurs, consultants, course creators, freelancers, agencies & small business owners.

Average Rating: 1.0/5.0

Total Reviews: 1

How Do G2 Users Rate Twilead?

  • Has the product been a good partner in doing business?: 3.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Twilead?

  • Seller: Twilead
  • Year Founded: 2022
  • HQ Location: Lyon, FR
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

Upp

Upp is a super-app designed for small business mobility and productivity. It has six types of flexible business tools: 1. Orders Manage leads and deals easily with our unique designed CRM 2. Money Accounting have never been so simple. Track payments: income and expenses 3. Inventory Keep your warehouse stock up to date with minimal effort 4. Planning Agenda, calendar, schedules in one place. Get online appointments and bookings 5. Docs Create invoices and other documents (bills, receipts, estimates, contracts, reports) in seconds 6. Tasks Remember everything with our super-fast task manager and to-do list Suitable for many kinds of businesses: online and offline sales, delivery / cleaning / plumbing / massage / lawn mowing / car services, barbershops, beauty and nail salons... Our business analyst will tell whether Upp fits your business! Get consultation for free. The value for your business: — Well-structured data — Always at hand — Secure storage by Google — Easy to use, search and analyze — Multi-user access — Time economy on automation — Notifications & reminders via push, email and SMS — Better customer experience — Clients satisfaction — Earnings growth Spend time with those who you love. Do what you love to do. Be where you love to be. We promise — Upp will give you the new level of mobility!

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Upp?

  • 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.: 5.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Upp?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Upp?

Vettrix

Vettrix Sales is a comprehensive Customer Relationship Management (CRM solution designed to streamline and enhance the sales processes of businesses across various industries. By integrating lead generation, management, and analytics into a single platform, Vettrix Sales empowers sales teams to operate more efficiently and effectively. Key Features and Functionality: - Lead Generation and Management: Facilitates the rapid acquisition and organization of high-quality leads, ensuring a robust sales pipeline. - Automated Sales Processes: Automates routine tasks such as email campaigns and follow-ups, allowing sales professionals to focus on strategic activities. - Real-Time Collaboration: Enables seamless communication and information sharing among team members, enhancing coordination and response times. - Data-Driven Insights: Provides intuitive analytics and reporting tools to identify customer behavior patterns and sales trends, supporting informed decision-making. - Customization and Scalability: Offers extensive customization options to tailor the CRM to specific business needs, with scalability to support growth and evolving requirements. Primary Value and Solutions Provided: Vettrix Sales addresses common challenges in sales management by offering a unified platform that simplifies lead handling, automates repetitive tasks, and delivers actionable insights. This leads to increased lead conversions, higher revenue, improved customer retention, and enhanced productivity. By reducing manual workload and providing clear visibility into sales activities, Vettrix Sales enables businesses to focus on building stronger customer relationships and achieving sustainable growth.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind Vettrix?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Vettrix?

AI-generated summary from verified user reviews

Pros
  • Users value the automation focus of Vettrix, making organization and implementation seamless across teams.
  • Users appreciate the ease of use of Vettrix, benefiting from its organized, all-in-one platform for teams.
  • Users appreciate the easy implementation of Vettrix, enhancing organization and automation across teams with minimal effort.
  • Users appreciate the organized categorization in Vettrix, enhancing efficiency and ease of use across teams.

What Are Recent G2 Reviews of Vettrix?

Vivelead

ViveLead is a unified CRM and HRMS platform designed for small and mid-sized businesses. It provides lead capture from multiple sources (web forms, WhatsApp, Facebook), sales pipeline management, employee payroll with Indian compliance (PF/ESIC/TDS), and customer support ticketing. Pricing starts at ₹499/user/month.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Vivelead?

  • Contact & Account Management: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Vivelead?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Vivelead?

WP ERP

ULTIMATE COMPANY/ BUSINESS MANAGEMENT SOLUTION FOR WORDPRESS Get a unique interactive experience of managing your business independently with the most reliable information Storage & system of record on WordPress. WP ERP is the first full-fledged ERP (Enterprise Resource Planning) system through which you can simultaneously manage your WordPress site and business from a single platform. WP ERP’s free version has all the important features you need to manage the basics of your business. WP ERP has 3 core modules: HR, CRM and Accounting, which together make a complete ERP system for any type of business. The plugin is so beginner-friendly that all you need is a one-click activation to get started! CORE MODULES WP ERP Comes with three powerful pre-built core modules – WordPress HR Management WordPress CRM System WordPress Accounting System OTHER MODULES Project Management via WP Project Manager ♦️GENERAL FREE FEATURES OF WP ERP CORE:♦️ Here are some of the benefits you get for using the pioneer WordPress ERP Your own company profile Full control over operations 44+ Currency Support Overview of all modules Notification emails with templates & shortcode Help from support & documentation ♦️FREE WORDPRESS HR MANAGEMENT DIRECTLY FROM YOUR DASHBOARD♦️ Create your very own HR system for your company just the way you like! Free features of WP ERP HR Manager module:- Manage all company information Manage locations Add & list departments & designations Create employee profiles with editing privilege Share announcements Manage holidays Allow employees to request for leave Manage employee leaves & leave policies Reports based on employee age & gender, head count, salary, year of service. ♦️FREE CLIENT MANAGEMENT – KEEP CUSTOMERS ONLINE AT YOUR FINGERTIPS!♦️ With WP ERP CRM module, the process of converting leads to customers is much easier, organized, and seamless. Free features of WP ERP CRM module: Contacts with life stages to prioritize service Create contact groups Make notes for each customer Activity logs show all dealings. Schedule meetings & calls directly Create company profiles Filter contacts using keywords or attributes Saved search filters & conditions Assign contacts & tasks to the right agents CRM activity report including customers & business growth ♦️FREE ACCOUNTING MODULE MADE FOR NON-ACCOUNTANTS♦️ This is the perfect accounting module for anyone who is un-initiated with accounting. The simple intuitive interface makes it easy for anyone to get started. Free features of WP ERP Accounting module: Overview & tracking of income, expenses, receivables, payables, balance etc. Reports like ledger report, trial balance, income statement, sales tax report, balance sheet etc. Set financial year or fiscal year. Set opening balance for all accounts. Closing balance sheet of a financial year. Pre-loaded ledger accounts for assets, liabilities, expenses, income, etc. Add custom ledger accounts or bank accounts according to your needs. Manage sales using invoices. Create quotations for estimation. Receive payments from customers. Create bill for any customer, vendor, or employee Pay bills against any bill Make direct expense or issue a check. Purchase products or services Make payments to vendors. Create products/product categories. Create unlimited users like vendors, customers etc. Partial payments for any transactions. Create unlimited bank accounts, manage, view economics in graph. Journal entry for any transaction. Create tax rates, tax agencies, tax zones & tax categories for invoices. Pay tax to agencies Send PDF copy of all transactions via email Filter reports by date range Print all transactions or reports Getting Started with WP ERP is only a matter of moments. Check out the detailed documentation created by us to help you out to run WP ERP in the best way. ♦️POWERFUL EXTENSIONS AVAILABLE IN PREMIUM PLANS♦️ A host of WordPress extensions are available at your service to supercharge your all-in-one business manager, WP ERP: Payment Gateway: This feature extension allows you to take payments from most popular payment gateways- PayPal and Stripe. Recruitment: This is a Job Manager and complete Job Vacancy, Resume and Employment Manager. You can directly create, publish and manage your recruitment from your WordPress powered company website, as well as manage candidates. experience. Attendance: Track work hours of your employees and balance them with their leaves with this feature extension. HR Frontend: Bring the powerful HR Module of WP ERP to your web front using this handy extension. Let staff check-in, check-out, and even take leaves from the web-front. Training: Monitor training programs for different teams & employees. WooCommerce Integration: Sync your WooCommerce order details and customer data with WP ERP and allow your CRM agent to track your sales. Email Campaign: Create personalized, automated and beautifully designed outbound emails for marketing, campaigns or customer follow up. Custom Field Builder: Add more fields to your ERP forms. Payroll: Manage your employee salaries more easily and automate the payment system with this amazing extension of WP ERP Deals: Deals is a great tool to manage and guide your CRM agents on a faster and organized sales process. Workflow: Automate actions in your ERP system with this advanced extension. Save time and reduce the margin of error. Reimbursement: Manage your employee expenses and complete payments in an easy and effective way using ERP Reimbursement. Document Manager: Store and access your company and employee documents on-site. Inventory: Stock management for your products within your accounting software. SMS Notification: Send SMS notifications to your CRM contacts and employees in your HR module directly from your ERP system using famous SMS gateways. Asset Manager: Create your company assets virtually, assign them to employees and keep track of all your company assets in one place. Gravity Forms: Create users in CRM module automatically with the data you receive on a form created by Gravity Forms. Salesforce Contacts Sync: Import and Sync all your SalesForce mailing lists into WP-ERP CRM system and vice versa. Hubspot Contacts Sync: Import and Sync all your Hubspot contacts into WP-ERP CRM system and vice versa. Mailchimp Contacts Sync: Import and Sync all your MailChimp mailing lists into WP-ERP CRM system and vice versa. Help Scout Sync: Sync Help Scout contacts with your CRM & view your CRM contact data on Help Scout with this two-way integration! Awesome Support Sync: Using Awesome Support to provide support to your customers? Easily bring them to your CRM so you get full relationship management features! Zendesk Sync: Increase CRM contacts, lead and customers by integrating Zendesk ticket support system and respond to clients faster.

Average Rating: 4.7/5.0

Total Reviews: 3

How Do G2 Users Rate WP ERP?

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

Who Is the Company Behind WP ERP?

  • Seller: weDevs
  • Year Founded: 2012
  • HQ Location: Mirpur DOHS, Dhaka
  • Twitter: @weDevs
    25,955 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of WP ERP?

Xapsys CRM

Xapsys create business software solutions including; - CRM - Live Business Intelligence - Live Planning systems and - E commerce sync software We offer a unique consultation service to tailor our systems to individual customer’s unique requirements, creating custom solutions without the usual costs attached. All of our modules are developed to be integrated with each other and with finance packages such as Sage, Xero and Quickbooks. Our goal is to make our customer’s work life easier, more profitable and therefore happier!

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Xapsys CRM?

  • 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.: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Xapsys CRM?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Xapsys CRM?

ABN Lookup Premium for Dynamics 365

ABN Lookup Premium by Power Platform Pros is a certified AppSource add-in that lets Dynamics 365 users instantly search, validate, and populate company information using the official Australian Business Register (ABR) API. With one click, users can auto-fill entity name, trading name, ABN status, GST registration, and business address directly into CRM forms — saving time and ensuring accurate compliance data. Perfect for sales, finance, and onboarding teams who need reliable Australian business validation without leaving Dynamics 365.

Who Is the Company Behind ABN Lookup Premium for Dynamics 365?

ActiveCampaign Sales CRM

ActiveCampaign’s for Sales optimizes your entire sales process with powerful sales automation to improve the way you capture, qualify, and engage leads to win more business. The CRM lets you bring in information from all of your interactions, across all of your channels so you can build stronger pipelines. And helps you use that data to personalize sales experiences and engage leads more effectively so you can invest your effort on connections that are most likely to convert. All the while delivering valuable insights from each and every interaction to improve performance across your team. No matter where you are in building out your sales team, our CRM has the sales tools you need to help your team meet today’s quota and surpass tomorrow’s goals.

Average Rating: 5.0/5.0

Total Reviews: 1

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How Do G2 Users Rate ActiveCampaign Sales CRM?

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

Who Is the Company Behind ActiveCampaign Sales CRM?

  • Seller: ActiveCampaign
  • Year Founded: 2003
  • HQ Location: Chicago, IL
  • Twitter: @ActiveCampaign
    13,203 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    854 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Health, Wellness and Fitness, Marketing and Advertising
  • Company Size: 100% Small

What Are Recent G2 Reviews of ActiveCampaign Sales CRM?

What Are G2 Users Discussing About ActiveCampaign Sales CRM?

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