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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: 1,691

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: 1,679

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
  • 127,300+ Authentic Reviews
  • 1,679+ 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)

FastEstimateMaker

FastEstimateMaker is the all-in-one estimating, invoicing, and customer management platform built for solo contractors, small crews, and field-service pros who don't have time to sit at a desk. Speak or type the job in plain English — "200 sq ft cedar fence, gate, stain, next Tuesday at 9am" — and our AI builds a branded, professional estimate in about 60 seconds. Send it by SMS, email, or QR code. Your customer signs it on their phone. You get paid through Stripe or Square. QuickBooks Online and Wave stay in sync automatically. That's it. No bloated dashboards. No 14-tab setup wizard. No per-user seat fees. One flat price: $29/month after a 14-day free trial (extendable to 30 days with a referral code), plus 1 free estimate every 30 days even if you cancel. Who it's for: Roofers, painters, landscapers, plumbers, electricians, HVAC techs, fence installers, pressure washers, handymen, junk removal, mobile detailers, tree services, concrete and masonry, drywall, flooring, deck builders, gutter installers, pool services, snow removal, pest control, and any independent contractor who's tired of losing jobs because they took 3 days to send a quote. Why contractors switch to FastEstimateMaker: 60-second AI estimates. Talk-to-text or paste rough notes. Our AI extracts line items, quantities, taxes, appointment date/time, and client contact info — then generates a branded PDF, DOCX, calendar invite (.ics), and contact card (.vcf). One flat $29/month price. No tiers, no add-ons, no per-document charges, no payment processing markup beyond what Stripe/Square already charge. Built-in repeat-customer CRM. New jobs link to existing customers instead of duplicating records. Customer-level notes live separate from per-job notes. Match-candidate logic catches duplicate phone numbers, emails, and addresses automatically. Estimate tracking that actually tells you something. See when your estimate was viewed, on what device, from what source (email, SMS, QR, direct link). Get an SMS the moment a client accepts. Automated AI follow-ups. Configure 3 follow-up touches (e.g., day 1, day 3, day 7). The AI writes the message in your voice. One-click cancels the rest of the sequence the moment your client replies. Invoicing with hosted payments. Convert any won estimate to an invoice. Send a Pay Now link. Stripe Connect or Square checkout handles the money. Manual payments, partial payments, and installment schedules supported. Real accounting sync. QuickBooks Online and Wave OAuth — two-way customer + invoice + payment sync. CSV exports for QBO and Wave if you'd rather batch import. Map-based canvassing. Drop pins as you walk a neighborhood. Track door status (left flyer, spoke to homeowner, no answer, revisit later, not interested, do not knock, interested, estimate sent). "Plan My Day" auto-routes your revisits, prospects, follow-ups, and existing-client visits. Live weather + storm overlays. NWS active alerts and SPC storm reports built in for roofers and storm chasers. Online booking page. Branded /booking/yourname URL with timezone-aware availability, slot duration, buffer time, advance-booking limits, and 4 appointment types (phone call, video call, on-site visit, in-person). Google Calendar busy-block aware. Cloudflare Turnstile bot protection. Bookings drop straight into your CRM. Google Calendar 2-way sync. Estimates, revisits, tasks — all on your calendar with reminders. Notes, tasks, and a unified "My Tasks" view across every lead and client. Lead attachments. Up to 5 photos or PDFs per lead (PNG, JPEG, HEIC, PDF) for site photos, signed contracts, or reference docs. Pricing catalog (price book). Reusable line items with bulk import. Drop them into estimates with one tap. Phone verification + SMS notifications powered by Azure Communication Services with E.164 normalization and duplicate-phone protection. Magic-link login, social login (Microsoft Entra), email/password — log in however you want. CCPA/GDPR-friendly. One-click DSAR export of all your data as JSON. Self-serve account deletion. Encrypted OAuth tokens. PII clearing on cancellation. The 60-Second Workflow: Speak the job — voice-to-text or paste rough notes into Quick Input. AI extracts customer info, line items, taxes, and the appointment time. Review and tweak — change a quantity, swap a price book item, adjust the appointment. Send by SMS, email, or QR code — your customer sees a branded estimate on their phone. Track everything — view notifications, accept/decline alerts, automated follow-ups. Convert to invoice — one tap, hosted payment link, money lands in your Stripe or Square account. Sync to QuickBooks or Wave — automatically. FastEstimateMaker vs. the alternatives: vs. Jobber / Housecall Pro / ServiceTitan: Those are full FSM platforms built for crews of 5+. FastEstimateMaker is built for the solo operator and the 2–3 person crew who just need to send estimates fast, get paid, and not pay $200+/month for features they'll never use. vs. Joist / Invoice Simple: Those are estimate/invoice form-fillers. FastEstimateMaker has the AI extraction, the CRM, the canvassing map, the booking page, the follow-up automation, and the accounting sync — at a similar price. vs. spreadsheets and Word templates: No tracking, no follow-ups, no payments, no client portal, no calendar invites. You're losing jobs you don't even know about. Frequently Asked Questions: Q: Is there really an AI? What does it do? Yes. The AI parses unstructured input (voice, text, pasted notes), extracts line items with quantities and unit prices, identifies the customer, infers the appointment date/time, classifies the trade for trade-aware wording, and writes follow-up messages in your tone. It runs on the latest GPT-class models. Q: Can my customer pay online? Yes. Connect Stripe or Square in 60 seconds via OAuth. Your invoice gets a hosted Pay Now button. Funds land in your processor account on the normal payout schedule. We don't touch the money. Q: Does it work on my phone? Yes — it's mobile-first. The canvassing map, Quick Input, CRM, and invoice manager are all built for phone-first use in the field. Q: Can I import my existing customers? Yes — and the repeat-customer CRM auto-detects duplicates by phone, email, and address so you don't end up with 4 versions of the same customer. Q: What about QuickBooks? Native OAuth integration with QuickBooks Online and Wave. Customers, invoices, and payments sync automatically. CSV export available too. Q: What if I cancel? You still get 1 free estimate every 30 days, forever. No trap. Q: Is my data secure? Yes. Encrypted at rest, encrypted in transit (TLS), encrypted OAuth token storage, Cloudflare Turnstile bot protection on public forms, signed webhook verification, and full DSAR export + account deletion on demand. Q: How long is the free trial? 14 days, no credit card required. 30 days if you sign up with a referral code. Q: Do you have a referral program? Yes. Share your referral link, your friend gets 30 days free, and you earn bonus trial days every time someone you referred becomes a paying user. Q: Can I send estimates via SMS? Yes. SMS, email, QR code, or direct link — pick whichever your customer prefers. Q: Do you support tax / multi-tax? Default tax rate in settings, plus per-estimate overrides. Custom invoice totals supported for jobs that don't follow standard line-item math. Q: Can I take partial payments or installments? Yes. Configure a payment schedule on any invoice. Mark individual rows as received. Record off-platform payments (cash, check, Zelle) up to the remaining balance. Q: Is there a price book / catalog? Yes. Build reusable line items, bulk import up to 100 at a time, organize by category, and drop them into any estimate with one tap. Q: Does it work in my industry? If you do field work and send estimates, yes. We have dedicated landing pages for roofing, painting, landscaping, plumbing, electrical, HVAC, fencing, and general contracting — but the platform is trade-agnostic. Integrations: Stripe Connect, Square, QuickBooks Online, Wave Accounting, Google Calendar, Mailgun, Microsoft Entra External ID, Cloudflare Turnstile, Azure Communication Services, US Census geocoder, Mapbox, NWS, NOAA SPC. Platforms: Web app (works on every modern browser), mobile-first responsive design (iPhone, Android), light + dark themes. Pricing: $29/month flat. 14-day free trial (30 days with referral). 1 free estimate every 30 days even after cancellation. Get started: https://fastestimatemaker.com Built by a contractor who got tired of losing jobs to slow estimates.

Who Is the Company Behind FastEstimateMaker?

FavCRM

Who Is the Company Behind FavCRM?

  • Seller: FavCRM
  • Year Founded: 2024
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Felioom

Who Is the Company Behind Felioom?

  • Seller: Heinper
  • Year Founded: 2024
  • HQ Location: Castiglione del Lago, IT
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

FiggyCRM

FiggyCRM is a CRM for solo owners and small service teams who win work and then have to deliver it. When you win a deal, FiggyCRM creates the project with the contact, notes, and history already attached, so nothing gets retyped between the sale and the job. Everything is included: contacts and companies, deals through stages you name, projects with delivery stages, tasks tied to a contact, deal, or project, an activity timeline for notes, calls, and emails, file attachments, and email reminders on the days and times you pick. Log an email to a contact using a private address, with no inbox to connect. Import from your old CRM and export everything anytime. Two-factor sign-in and daily backups come standard. One price, no feature tiers, no seat minimums, no annual contract. FiggyCRM doesn't do invoicing, proposals, contracts, time tracking, or marketing automation. It's built to sit alongside tools like QuickBooks for those jobs.

Who Is the Company Behind FiggyCRM?

  • Seller: FiggyCRM
  • Year Founded: 2026
  • HQ Location: N/A
  • Twitter: @FiggyCRM
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Fixner

Es un software para empresas de servicios todo en uno adaptado a distintos sectores. Centraliza en tiempo real todo el papeleo de tu oficina con el trabajo de tus técnicos en el terreno gracias a su arquitectura en la nube. Con Fixner automatizas procesos llegando a objetivos de aumento de productividad, mejora de márgenes de beneficios y reducción de costes operacionales. Es una solución SaaS para gestionar de forma sencilla e integrada (unificada) las operaciones de negocio: Ventas, Trabajos, Facturación, Tesorería, Logística, Fabricación y Catálogo de productos/servicios.

Who Is the Company Behind Fixner?

  • Seller: Fixner
  • Year Founded: 2014
  • HQ Location: Alicante, ES
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Flexnet

Flexnet gives you the flexibility to adapt to the complexities of the coffee industry. A complete software solution that manages everything about your roastery. Main Features: -CRM for happy, loyal customers - with all your customer data in one place, you’ll never lose track. Coffee specific follow-ups make sure your customers always feel looked after and never forget to order. -Sales tools, for more conversions - maximize every lead’s potential. Automated lead tracking, reminders, and interaction logs make sure you never drop the ball on a sale, ever. -Flexible production systems, for efficient and smooth operations - Flexnet’s integrated system grows with your roastery. Pull orders from every channel and use this data to inform precise roasting requirements and inventory. -Integrated reporting, for informed decisions - all your data in one place gives you clarity and the opportunity for proactive decision making. No complex tech stacks, no generic non-coffee solutions. Just one robust, cloud-based platform that’s made by coffee roasters, for coffee roasters.

Who Is the Company Behind Flexnet?

Flo

Flo is an AI-native CRM that unifies every GTM team — sales, marketing, finance, legal, and analytics — under one system of record. Instead of hiring admins to run your CRM, Flo's AI agents handle configuration, automation, and operations. One platform replaces your fragmented tool stack: CRM, quoting, conversation intelligence, reporting, contract workflows, and integrations — all connected, all managed by AI. Agents, not admins

Who Is the Company Behind Flo?

FlowGrid

What is FlowGrid? FlowGrid is the CRM that doesn't force you into a mold. Start with a blank canvas and add structure as you need it—no rigid templates, no unnecessary complexity. Built for small businesses and teams that have outgrown spreadsheets but don't want enterprise CRM bloat, FlowGrid combines flexibility with intelligence. How it works: 1. Describe your dashboard, watch it build itself — Type "show me deals closing this month by rep" and FlowGrid's Smart Canvas creates it instantly. 2. Talk to your data with Nexus AI — Ask questions in plain English. "Who haven't I contacted in 30 days?" Get answers without clicking through menus. 3. Your structure, your way — Create custom objects, fields, and pipelines that match how you actually work. No developer needed. 4. Built-in email & automations — Everything in one place. No integrations required. 5. Privacy by design — Swiss-hosted, GDPR compliant, field-level encryption. Your data is yours. Period. Perfect for: • Small businesses outgrowing spreadsheets • Teams that need custom workflows without enterprise complexity • Privacy-conscious companies (EU/Swiss focus) • Teams wanting AI assistance without vendor lock-in Key differentiators: • ✓ Canvas builds dashboards from natural language • ✓ AI assistant (Nexus) understands your data • ✓ Custom objects by description • ✓ Bring Your Own Agent (BYOA) — connect your own AI • ✓ Swiss privacy standards Free 14-day trial. No credit card required.

Who Is the Company Behind FlowGrid?

FlowLogic

FlowLogic is a cloud-based care management platform built to make life easier for disability and aged care teams. It brings rostering, participant management, billing and compliance together in one place, helping providers spend less time on admin and more time focused on people. From smarter rostering that matches the right people to the right shifts, to automated NDIS invoicing and streamlined financial management, FlowLogic helps teams reduce manual work, avoid errors and keep things moving. Frontline teams can manage rosters, care plans and shift notes from the mobile app, while secure document management and compliance tools help providers stay organised and ready for audit. With integrations including PRODA, PACE, Xero and MYOB, FlowLogic connects the systems teams already rely on, giving providers a simpler way to manage their operations and support great care.

Who Is the Company Behind FlowLogic?

FlowZo CRM

FlowZo.ai is an all-in-one CRM that helps businesses manage leads, automate follow-ups, connect customer conversations, track sales act

Who Is the Company Behind FlowZo CRM?

Flowzo_CRM

Flowzo CRM is an AI-powered customer relationship management and sales automation platform developed by California Software Company Limited. It helps businesses manage leads, sales pipelines, customer communication, WhatsApp engagement, support workflows, and team productivity from one centralized platform. Designed for SMEs and growing enterprises, Flowzo CRM improves sales efficiency, customer engagement, and business growth through automation and analytics

Who Is the Company Behind Flowzo_CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Flowzo_CRM?

Fluentive

Fluentive is built for small teams that want to manage their daily work without dealing with bloated CRMs or complicated project tools. It gives you a clear view of your team’s schedule, your upcoming jobs, and your client details — all in one simple place. You can track tasks, organize recurring work, coordinate your team, and keep your operations running smoothly with almost no setup time. Fluentive focuses on speed, clarity, and ease of use so your team can get real work done.

Who Is the Company Behind Fluentive?

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