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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: 1,701

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: 1,682

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
  • 127,400+ Authentic Reviews
  • 1,682+ 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, 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=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=close&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

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 Key Modules & Capabilities Sales Automation & Pipeline Management Microsoft Dynamics 365 CRM helps organizations manage the complete sales lifecycle, from lead capture and qualification to opportunity management, quotations, forecasting, and customer engagement. Sales teams can automate follow-ups, approvals, lead management, and opportunity tracking while gaining better visibility into pipeline health and revenue forecasts. AI-Powered Customer Insights & 360° Customer View BaffleSol helps organizations consolidate customer interactions, sales history, service cases, communication records, purchasing behaviour, and marketing engagement into a unified customer profile. Microsoft Copilot, AI-powered analytics, and real-time reporting can help teams understand customer behaviour, identify opportunities, and deliver more personalized customer experiences. Marketing Automation & Campaign Management Microsoft Dynamics 365 CRM enables organizations to automate marketing campaigns, segment audiences, nurture leads, monitor campaign performance, and connect marketing activities with sales and customer service. Real-time analytics help teams measure campaign effectiveness, improve lead quality, and optimize marketing performance. Customer Service & Case Management CRM provides capabilities for managing customer enquiries, service requests, support cases, field operations, service agreements, and customer interactions. Service teams can access customer history and case information from a unified platform, helping them respond faster and deliver more consistent customer experiences. Connected Omnichannel Customer Experience BaffleSol helps organizations connect customer engagement across email, Microsoft Teams, websites, social media, eCommerce platforms, customer portals, and mobile channels. This creates a consistent customer experience while maintaining a unified view of customer interactions. Microsoft Copilot & AI-Powered CRM Microsoft Copilot can assist sales and service teams with tasks such as drafting emails, summarizing meetings, preparing customer responses, analyzing opportunities, supporting sales forecasting, identifying customer sentiment, and recommending next actions. AI-powered capabilities help reduce repetitive work and provide teams with actionable customer insights. Microsoft Dynamics 365 CRM Implementation Services BaffleSol provides end-to-end CRM implementation services covering: • Business discovery and process assessment • CRM solution design • Sales, Customer Service, Marketing, and Field Service configuration • CRM customization • Data migration • System integration • Workflow automation • Testing and validation • User training • Change management • Go-live support • Post-go-live optimization • Ongoing CRM support and modernization Connected ERP & Business Applications BaffleSol integrates Microsoft Dynamics 365 CRM with Microsoft Dynamics 365 Finance & Operations, Dynamics 365 Business Central, Microsoft 365, Power Platform, Power BI, Microsoft Teams, SAP, Oracle, custom ERP systems, eCommerce platforms, customer portals, banking systems, and other third-party applications. These integrations help connect customer, sales, service, order, financial, and operational data to create connected business processes and a reliable source of information across departments. Microsoft Licensing & CRM Optimization BaffleSol helps organizations select appropriate Microsoft Dynamics 365 CRM applications, align licenses with business roles, manage renewals, and optimize CRM investments. This helps organizations provide users with the capabilities they need while avoiding unnecessary licensing costs. User Adoption & Change Management BaffleSol supports CRM adoption through role-based training, hands-on workshops, business process documentation, knowledge transfer, and post-go-live support. The objective is to help sales, marketing, customer service, and leadership teams effectively adopt Microsoft Dynamics 365 CRM and maximize its business value. Why Choose BaffleSol as Your Microsoft Dynamics 365 CRM Implementation Partner? BaffleSol combines Microsoft technology expertise with practical business consulting and structured implementation methodologies. With a reported 100% implementation success rate and more than 90% of projects delivered on time, BaffleSol focuses on aligning CRM technology with business processes and measurable business outcomes. As a Microsoft Solutions Partner, BaffleSol works with Microsoft technologies and best practices to help organizations implement, integrate, modernize, and optimize their CRM environment. From initial planning and implementation to user adoption, support, and continuous optimization, BaffleSol works as a long-term technology partner. Transform Customer Relationships with Microsoft Dynamics 365 CRM Looking to improve sales productivity, strengthen customer relationships, automate customer-facing processes, or connect your CRM with ERP and other business applications? Connect with BaffleSol's Microsoft Dynamics 365 CRM specialists to discuss your CRM implementation, integration, customization, migration, modernization, or optimization requirements. Reach out to BaffleSol: Website: Microsoft Dynamics 365 Implementation Partner | AI Solutions | BaffleSol Email: sales@bafflesol.com Speak with BaffleSol to explore how Microsoft Dynamics 365 CRM can be aligned with your business processes and customer engagement goals. Microsoft Dynamics 365 Implementation Partner | AI Solutions | BaffleSol Transform your business with AI-powered Microsoft Dynamics 365 ERP, Microsoft Copilot, Power BI, CRM, cloud solutions, and intelligent business automation from BaffleSol Technologies.

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?

MRSware

Who Is the Company Behind MRSware?

  • Seller: EYOND
  • Year Founded: 1999
  • HQ Location: Austin, US
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

mWarsztat

mWarsztat is cloud-based automotive workshop management software that combines scheduling, invoicing, inventory, and customer management in one platform. Accessible via tablets, smartphones, and computers, it eliminates the need for server installation or maintenance. The drag-and-drop scheduling tool simplifies job planning, while the invoicing system integrates with KSeF for one-click submissions. Inventory management tracks stock levels and sends alerts to prevent shortages. The CRM module stores detailed client and vehicle histories, offering quick access to service records. Integration with suppliers like Inter Cars, Auto Partner, Hart, and Motorro streamlines parts sourcing without locking users into a single vendor. The mobile app works offline, allowing vehicle intake, photo capture, and digital signatures, with automatic data sync upon reconnection. SSL/TLS encryption, daily backups, and European hosting ensure security and compliance, with users retaining data ownership.

Who Is the Company Behind mWarsztat?

My Customer App

My Customer App is a software that maintains records of transactions and customer interactions. The system logs sales data, including products, prices, and customer details, eliminating manual record-keeping. A loyalty rewards system allows businesses to set custom point rules where customers earn and redeem coins for discounts. WhatsApp integration enables follow-up communications, sending thank-you messages and reminders after purchases. The dashboard provides analytics on revenue, orders, and customer metrics. Accessible on web and Android platforms, the software synchronizes data across devices. Customer profiles store purchase history and loyalty points. Built-in tools include GST and discount calculators. Cloud encryption secures data, and no additional hardware is required for operation.

Who Is the Company Behind My Customer App?

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