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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: 1,681

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: 8.7/10 (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: 75% Small, 22% 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: 1,666

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,200+ Authentic Reviews
  • 1,666+ 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: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Close, 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=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

Meisterio

Meisterio is a cloud-based business management software designed for small and medium-sized trade and contracting businesses. It combines customer management, quotations and invoicing, project and construction site management, scheduling, employee planning, time tracking, task management, service jobs, maintenance contracts and digital documentation in one central platform. Office teams can manage customers, projects, tasks, appointments and commercial workflows, while employees can access relevant information on mobile devices, track working time, complete assigned tasks and document work directly on site. Photos, documents, reports and other project information remain linked to the relevant customer, project or service job. Meisterio supports the workflow from quotation to invoice, including ZUGFeRD-compliant e-invoices. Project and construction site management provides teams with a central overview of tasks, schedules, documentation and progress. Service businesses can organize service jobs and recurring maintenance contracts, including due dates, appointments, documentation and subsequent invoicing. Customer management keeps contact details, projects, quotations, invoices and related activities organized in one place. Meisterio also supports the management of properties and units for businesses working with property managers, owners and recurring service locations. AI-assisted features help reduce administrative work, for example when creating text and structuring information. Users remain in control and can review and edit generated content before using it. Meisterio runs directly in the web browser without local installation and is designed around the day-to-day workflows of German trade businesses. The goal is to replace fragmented spreadsheets, paperwork and separate tools with one easy-to-use platform for office staff and employees in the field.

Who Is the Company Behind Meisterio?

Meliora

Meliora is a comprehensive Telegram outreach platform designed to streamline and enhance the process of engaging with potential clients through Telegram. It integrates multiple functionalities into a single subscription, including message sending, inbox management, customer relationship management (CRM), and account health monitoring, thereby providing a unified solution for outreach campaigns. One of the core features of Meliora is its advanced sending capabilities. Users can create sequences of up to five messages, each with customizable conditions such as pauses between messages and daily limits per account. The platform supports account and message rotation to prevent repetitive content, and includes suppression lists and deduplication across teams to avoid redundant communications. This structured approach ensures that outreach efforts are both efficient and compliant with Telegram's guidelines. Inbox management is another critical component of Meliora. The platform consolidates replies from all connected accounts into a shared conversation queue, providing full visibility into the touch history of each lead. This centralized system allows for efficient assignment of conversations across team members, quick responses, and the addition of notes on leads. Importantly, any reply from a lead automatically halts further messages in the sequence, preventing overcommunication. Meliora's CRM functionality transforms a simple list of chats into a structured pipeline. Leads progress through customizable stages from initial contact to closed deals, with each card retaining information about the source, campaign, and complete message history. Users can define their own stages and loss reasons, set tasks and reminders for leads, and generate detailed reports on campaign performance, including metrics such as touches, replies, and deals. Account health is proactively managed within Meliora to prevent bans and restrictions. The platform employs a Risk Score system that evaluates behavior based on factors like complaints, sending speed, rejection rates, and signals from Telegram's SpamBot. As risk levels increase, accounts are automatically transitioned into warm-up phases or paused to mitigate potential issues. Scheduled SpamBot checks, dedicated proxies for each account, and automatic transfer of touches to backup accounts further enhance account longevity and reliability. To extend the lifespan of Telegram accounts, Meliora implements a three-stage warm-up process over 21 days. The initial stage involves no sending, allowing the account to establish a presence through activities like subscribing to channels and reading content. The second stage introduces live conversations and manual touches with gradually increasing daily limits. By the third stage, the account reaches full campaign capacity while remaining under continuous Risk Score monitoring. This methodical warm-up process has been shown to increase account lifespan by 60–80% compared to immediate full-scale sending. Meliora offers flexible subscription plans to cater to various user needs. The Light plan, priced at $49 per month, is suitable for solo marketers or pilot projects, supporting up to 10 Telegram accounts, one team seat, one workspace, and 2,000 credits per month. The Pro plan, at $169 per month, is designed for teams of 3–5 members, offering support for up to 25 Telegram accounts, five team seats, three workspaces, and 8,000 credits per month, along with integrations with Bitrix24 and amoCRM, and access to a dedicated manager. The Premium plan, costing $349 per month, targets agencies and larger operations, providing unlimited Telegram accounts, 15 team seats, 10 workspaces, 15,000 credits per month, external API access, white-label options, sub-accounts, and a dedicated manager. For large teams and agencies with specific requirements, the Enterprise plan offers customized solutions with no limits on accounts or seats, custom integrations, corporate sign-in (SSO), and a dedicated manager, with pricing available upon request. In summary, Meliora delivers a robust and integrated platform for Telegram outreach, combining sending capabilities, inbox management, CRM, and account health control. Its structured approach to message sequences, centralized conversation management, detailed lead tracking, proactive account health measures, and flexible subscription options make it a valuable tool for businesses seeking to optimize their Telegram outreach efforts.

Who Is the Company Behind Meliora?

Meow

Who Is the Company Behind Meow?

Message Plane CRM

Message Plane is an auto transport CRM for brokers from MESSAGE PLANE CRM LLC, founded in 2016. It brings built-in calls, SMS, and email into one workflow, with Central Dispatch and Super Dispatch synchronization and QuickBooks integration. Brokers can manage customer and vehicle-transport communications in one place. Flat pricing is $399–$499 per month for the base plan plus $59–$79 per seat, with straightforward pricing designed for growing broker teams.

Who Is the Company Behind Message Plane CRM?

Metrico CRM

Metrico CRM is a modern customer relationship management platform designed to simplify the way businesses manage their sales process. Instead of switching between spreadsheets, emails, WhatsApp, and multiple tools, Metrico CRM brings everything together in one centralized platform. At the heart of the product is the Lead Details page—the workspace where sales teams spend most of their time. Users can manage the complete lifecycle of a lead from a single screen, including follow-ups, tasks, contacts, attachments, notes, communication history, and stage updates. Every essential action is accessible in just one click, reducing unnecessary navigation and helping teams stay focused on closing deals. Beyond lead management, Metrico CRM provides customizable sales pipelines, workflow automation, lead assignment rules, approval workflows, reporting dashboards, document management, and integrations with popular business tools. The platform is designed to be flexible enough to match different sales processes while remaining simple enough for teams to adopt quickly without extensive training. Whether you're a startup, agency, educational institution, real estate company, or any growing business, Metrico CRM helps you organize customer relationships, improve team productivity, automate repetitive tasks, and turn more leads into customers.

Who Is the Company Behind Metrico CRM?

mexXsoft

Who Is the Company Behind mexXsoft?

  • Seller: mexXsoft
  • Year Founded: 2008
  • HQ Location: Haßloch, DE
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Microsoft Dynamics 365 CRM Implementation Partner

BaffleSol is a Microsoft Dynamics 365 CRM Implementation Partner helping organizations implement, customize, integrate, modernize, and optimize Microsoft Dynamics 365 CRM to improve customer engagement, sales productivity, service operations, and business visibility. BaffleSol helps organizations unify sales, marketing, customer service, field operations, and customer engagement through Microsoft Dynamics 365 CRM. Whether implementing a new CRM, replacing a legacy system, or integrating CRM with Microsoft Dynamics 365 ERP and other business applications, BaffleSol designs scalable solutions around business processes, customer journeys, compliance requirements, and long-term growth objectives. Microsoft Dynamics 365 CRM connects customer-facing teams on a unified platform and can be enhanced with Microsoft Copilot, Power BI, Microsoft Teams, Power Platform, and Dynamics 365 ERP. This enables organizations to automate sales processes, improve customer engagement, gain AI-powered insights, and make faster, data-driven decisions. Key Business Outcomes • Improve sales productivity by automating lead and opportunity management • Strengthen customer relationships with a complete 360-degree customer view • Improve marketing performance through segmentation, campaign automation, and analytics • Create connected omnichannel customer experiences • Gain AI-powered customer intelligence and real-time insights • Improve customer service response times and case management • Connect CRM and ERP processes for greater operational visibility • Reduce manual processes through workflow automation • Improve forecasting and decision-making with real-time analytics

Who Is the Company Behind Microsoft Dynamics 365 CRM Implementation Partner?

Mijn Bouw Baas

Mijn Bouw Baas is a cloud-based ERP system for construction operations, integrating project management, workforce planning, time tracking, document management, cost monitoring, and financial reporting. It streamlines workflows from estimation to delivery, eliminating fragmented data across spreadsheets and disconnected systems. The platform includes modules for relationship management, inventory tracking, budgeting, scheduling, invoicing, accounting, secure document storage, analytics, and dashboards. Each client operates in a dedicated, single-tenant environment, ensuring data security with separate authentication, storage, and backups. Real-time insights into project progress and costs help detect budget issues early, comparing estimated versus actual costs. Integration with Microsoft 365, SharePoint, Business Central, Exact, and Power BI ensures connectivity. Supporting Dutch and English, it offers multi-layered authorization, audit logging. www.mijnbouwbaas.nl

Who Is the Company Behind Mijn Bouw Baas?

Mirku

Who Is the Company Behind Mirku?

MirooCRM

MirooCRM is a customer relationship management platform built specifically for Italian small and medium businesses. It centralizes contacts, leads, sales pipelines, and customer interactions in one easy-to-use interface, helping sales teams stay organized and close more deals. MirooCRM integrates natively with Tapply for digital business card management and contact digitization, automatically syncing new contacts into the CRM. Designed and developed in Italy with full Italian language support, MirooCRM is ideal for SMBs that need a simple, effective CRM without the complexity of enterprise solutions.

Who Is the Company Behind MirooCRM?

Julie Jung
JJ
Researched and written by Julie Jung
Updated March 5, 2025