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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: 1,770

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, 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: 1,712

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
  • 127,700+ Authentic Reviews
  • 1,712+ 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)

CRPRO

CRPRO is a WhatsApp CRM built for Brazilian small and medium businesses that sell and support customers over WhatsApp and need structure without enterprise-grade complexity. Connected through the official Meta WhatsApp API (as an approved BSP), CRPRO removes the risk of getting the number banned and unlocks what the regular WhatsApp Business app can't do: multi-agent support (multiple agents on a single number, with routing and supervision), a sales kanban tied directly to conversations, mass campaigns with Meta-approved templates, follow-up automations, and a built-in AI agent (Cris) that qualifies and replies to leads before a human steps in — including outside business hours. Everything runs in Portuguese, priced in Brazilian reais, hosted on servers in Brazil and compliant with LGPD (Brazil's data protection law). CRPRO is designed for teams of 2 to 10 agents closing deals over WhatsApp — clinics, real estate, agencies, e-commerce and service businesses. Key features: • Official WhatsApp API (Meta / approved BSP) — no ban risk • Multi-agent shared inbox on a single number • Sales kanban integrated with conversations • Built-in AI agent (Cris) for first response and lead qualification • Mass campaigns with Meta-approved templates • Follow-up automations and workflows • Lead capture forms with automatic distribution • Conversion dashboard and reports • Servers in Brazil · LGPD compliant What sets CRPRO apart: pricing in BRL with no exchange-rate surprises (unlike USD-billed competitors), AI included rather than sold as an expensive add-on, and a genuine official API — not a disguised WhatsApp Web workaround.

Who Is the Company Behind CRPRO?

Csmart Telco CRM

Csmart Telco CRM is a comprehensive, AI-powered Customer Relationship Management platform developed by Covalense Digital, tailored specifically for Communication Service Providers (CSPs). It is designed to enhance customer engagement, streamline operations, and drive business growth in the telecommunications sector. 🔑 Key Features 360° Customer View: Provides a unified interface for managing customer data, enabling personalized interactions and improved service delivery. Product Catalogue Management: Allows CSPs to track product portfolios, create versatile bundles, and manage product specifications efficiently. Csmart Order Management: Utilizes advanced AI systems to handle complex order workflows, enhancing customer satisfaction and reducing time-to-revenue. Csmart Workflow & Assignment Management: Offers configurable workflows and auto-assignment of tickets to relevant teams, improving operational efficiency and customer support. Csmart Approval & Notification Management: Manages role-based approvals and triggers notifications through multiple channels, ensuring timely communication and compliance. Csmart Robust Security: Incorporates Identity and Access Management (IAM) to safeguard data against breaches and unauthorized access. Csmart Actionable Insights: Provides real-time analytics and performance metrics, enabling informed decision-making and proactive customer engagement. Covalense Digital 🌟 Business Benefits Enhanced Productivity: Automates routine tasks, allowing teams to focus on strategic initiatives. Improved Customer Experiences: Ensures swift order processing and efficient issue resolution, leading to higher customer satisfaction. Csmart +1 Covalense Digital +1 Faster Time-to-Market: Customizable workflows enable rapid introduction of new products and services. Csmart Effective Communication: Delivers targeted updates to internal teams and external stakeholders, facilitating better collaboration. Csmart In-Depth Insights: Offers immediate analysis of key performance indicators (KPIs), aiding in reducing customer churn and enhancing satisfaction. Csmart Telco CRM is part of Covalense Digital's broader Csmart suite, which includes solutions for Digital BSS, CX Management, Digital Marketplace, and more, all designed to support CSPs in their digital transformation journey. For more queries, email us at reachus@covalensedigital.com

Who Is the Company Behind Csmart Telco CRM?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works

Customer Connect CRM

Customer Connect CRM is a streamlined customer relationship management system designed to help small and medium-sized businesses efficiently manage customer inquiries and sales processes. By consolidating all leads into a single, user-friendly platform, it enables faster follow-ups and reduces administrative overhead, allowing sales teams to focus on closing deals and fostering customer relationships. Key Features and Functionality: - Unified Lead Management: Collects inquiries from various channels, including web forms and emails, ensuring all potential leads are centralized and easily accessible. - Customizable Sales Pipelines: Offers the flexibility to tailor sales processes with custom steps, tags, and fields, aligning the CRM with specific business workflows. - AI-Powered Automation: Utilizes artificial intelligence to automatically populate contact details and relevant information from incoming messages, minimizing manual data entry and reducing errors. - Intuitive User Interface: Designed for simplicity, the platform requires no extensive training, enabling quick adoption and efficient use by teams of all sizes. - Integration Capabilities: Seamlessly connects with existing tools and systems, such as email platforms and project management applications, to create a cohesive workflow. Primary Value and Solutions Provided: Customer Connect CRM addresses common challenges faced by businesses in managing customer interactions and sales pipelines. By centralizing all inquiries and automating routine tasks, it eliminates the risk of missed opportunities due to scattered information or slow follow-ups. The platform's simplicity ensures that teams can focus on engaging with customers and driving sales, rather than navigating complex systems. Its affordability and ease of use make it an ideal solution for businesses seeking to enhance their sales processes without incurring high costs or requiring extensive technical expertise.

Who Is the Company Behind Customer Connect CRM?

Customermates

Customermates is an open-source CRM built for small B2B teams that already use AI. Instead of typing into forms, your team works inside Claude, ChatGPT, or Gemini while the CRM updates automatically in the background. Deal stages move, follow-ups get drafted, and contact notes stay current without anyone logging in to update them. Most CRMs fail because reps avoid the data entry. Customermates removes the entry barrier entirely by making the AI tools your team already trusts the interface for the CRM. After a call, you tell Claude what happened and the deal, notes, and next action are updated. The pipeline finally reflects reality. Underneath the automation sits a clean, modern CRM with contacts, deals, organizations, services, and customizable pipelines. No bloat, no modules you will never use, just the core entities a small sales team actually needs. Pricing and deployment - Free to self-host via Docker (AGPL-3.0) - EU-cloud hosted from €9 per user per month - Setup takes about two minutes, no migration, no consultants Who it is for Small B2B teams (2 to 20 people) that have tried a CRM before and stopped using it, or are adopting one for the first time and want it to work with their AI workflow from day one. Key facts - Native integration with Claude, ChatGPT, and Gemini - 54 MCP tools for agent-driven CRM access - Open-source under AGPL-3.0 - Made in Germany, GDPR-compliant by default - Self-hostable

Who Is the Company Behind Customermates?

Customer Relationship Management Software

With years of commitment, we've designed a solution for sales professionals and businesses alike. Our CRM software simplifies sales processes, centralizes data, and provides intuitive visualization of your entire sales pipeline, guaranteeing effective deal closure.

Who Is the Company Behind Customer Relationship Management Software?

Daily Technology

We provide web development, business systems and tailored internal tools for businesses across different industries

Who Is the Company Behind Daily Technology?

DE7LS CRM Platform

A New Standard for Client & Partner Management DE7LS is a purpose-built CRM engineered to transform the way modern businesses manage clients, partners, sales and commercial operations. Designed specifically for growing SMEs and ambitious organisations, DE7LS streamlines the entire commercial lifecycle from lead generation and opportunity management through to onboarding, commission calculation, invoicing and settlement within a single, commercially intelligent platform. Built on a modern cloud-native architecture using AWS, OpenAI, Gemini, Perplexity AI, Firecrawl and Resend, DE7LS harnesses the latest advances in artificial intelligence, automation and scalable infrastructure to deliver a fast, secure and future-ready platform. Intelligent AI assistants, workflow automation and contextual insights help reduce manual administration, improve decision-making and accelerate business growth while ensuring exceptional performance and reliability. Every aspect of DE7LS has been designed with user experience at its core. Its clean, intuitive interface, fully responsive mobile design and lightning-fast performance enable teams to work seamlessly from the office, at home or on the move. The platform is simple enough for first-time users yet powerful enough to support complex commercial operations. More than a traditional CRM, DE7LS combines customer relationship management, partner and affiliate programmes, commission management, digital onboarding, document management, workflow automation, reporting and business intelligence into a single, unified platform. Extensive functionality, enterprise-grade security and intelligent automation provide exceptional value without the complexity and cost typically associated with legacy CRM systems. Whether replacing expensive legacy software or building the commercial foundation for future growth, DE7LS provides organisations with a smarter, faster and more cost-effective way to manage customers, partners and revenue. It is the next generation of commercial operating platforms, combining cutting-edge technology, exceptional usability and intelligent automation to help businesses scale with confidence.

Who Is the Company Behind DE7LS CRM Platform?

Who Uses This Product?

  • Company Size: 100% Small

DealJourney

Most companies pay for far more CRM than they use. Licences sit unused, half the modules were never switched on, and the team still keeps its real pipeline in a spreadsheet next to the system. DealJourney is a complete CRM for Nordic companies with roughly 5 to 200 users. Pipeline, invoicing, subscriptions, commissions, support desk and workflow automation live in one place, so you stop paying three vendors to do one job. What you get A pipeline the whole team can see, instead of three people keeping three private lists. Quotes that become invoices without anyone retyping them. A shared inbox with tickets and SLAs, so support requests stop disappearing into email. Dashboards for win rate, renewals, churn and customer lifetime value. Customizable stages, sales sequences and a built-in dialer for the people who actually sell. We change the product as fast as you need it This is the part large platforms cannot match, because their economics forbid it. A customer asks for a change and it ships in weeks, not at the next annual release. We publish what we shipped in a live changelog, so the claim is checkable rather than promised. One system, and your data stays yours We move your data across from your current CRM for free. Migration is normally where switching dies, quoted at a price that makes staying put the easier decision. Contacts, deals and history come with you. Built for how the Nordics sell Two-way sync with the accounting systems Nordic companies actually use: Tripletex, Fiken, Fortnox, e-conomic and PowerOffice. When a deal is won, the invoice appears in your ERP with no double entry. DealJourney also integrates with Microsoft 365, Google Workspace, SharePoint, Microsoft Teams, ProspectFinder, Telavox and Phonero, and has an open API. The product and the support are available in Norwegian, Swedish, Danish and English, and someone answers. Who uses DealJourney Practical businesses rather than technology businesses. Field and service trades, telemarketing, consultancies and project-based firms, wholesale and B2B trade, and SaaS companies on recurring contracts, where subscription management is built in rather than bolted on. About DealJourney Founded by Andreas Lundmark, Erik Sagen and Thomas Pierog, the team that grew webCRM from 25 to 250 customers in Norway and from 50 to 300 in Sweden. Headquartered in Copenhagen. Pricing is published openly, from €29 per user per month, in NOK, SEK, DKK and EUR. Every plan includes a 14-day free trial with full access and no credit card.

Who Is the Company Behind DealJourney?

Defalto

Who Is the Company Behind Defalto?

  • Seller: Defalto
  • Year Founded: 2024
  • HQ Location: Ľubotice, SK
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

DelveAnt

DelveAnt is an AI-native CRM built for lean sales teams. Built-in AI agents handle lead qualification, enrichment, scoring, follow-ups, email drafting, and pre-call prep, so reps don't have to. Instead of spending hours updating fields and digging through tabs, teams save up to 10 hours a week as agents automate the work that usually gets skipped. DelveAnt also surfaces first-party buyer and visitor intent data, so teams know who to prioritize and when to engage. Manage leads, contacts, accounts, and pipeline in one place, with AI that keeps deals moving.

Who Is the Company Behind DelveAnt?

Who Uses This Product?

  • Company Size: 100% Small
Julie Jung
JJ
Researched and written by Julie Jung
Updated March 5, 2025