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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: 1,663

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: 1,652

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
  • 125,900+ Authentic Reviews
  • 1,652+ 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, Bigin by Zoho CRM, Close, 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=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign)

Simplicate

At Simplicate, we help professional services firms thrive—by keeping things simple. Our unique approach strips away the unnecessary complexity from everyday processes, giving you a clear view of your projects and real-time insight into your financial performance. By combining powerful business software with hands-on advice, we make a real impact for over 1,600 clients across seven different industries. We are Simplicate. Your flow to success.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Simplicate?

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Simplicate?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the all-in-one solutions of Simplicate, finding it easy and efficient for team collaboration and organization.
  • Users appreciate the seamless collaboration in Simplicate, enhancing teamwork and reducing the clutter of emails.
  • Users appreciate the ease of learning with Simplicate, finding it intuitive and time-saving for daily tasks.
  • Users appreciate the ease of use of Simplicate, finding it enhances organization and reduces stress in their workflow.
  • Users value the easy tracking of tasks in Simplicate, enhancing organization and reducing stress in their workflow.
Cons
  • Users experience slow loading times, which can hinder efficient task switching and overall productivity.
  • Users often experience slow performance with Simplicate, particularly during loading and task switching.

What Are Recent G2 Reviews of Simplicate?

Simply Prime CRM

SimplyPrime CRM is an all-in-one, cloud-based field service management software tailored for trade professionals — including HVAC, plumbing, electrical, and heating & air conditioning businesses. Built with AI-powered automation, SimplyPrime CRM helps service companies streamline operations, boost efficiency, and grow faster. Whether you’re a solo contractor or running a large team, our platform offers smart job scheduling, dispatching, invoice management, customer relationship tracking (CRM), and real-time technician communication. Everything is accessible via our mobile app (iOS and Android) and desktop interface, so your team can stay connected from anywhere. Unlike generic CRMs, SimplyPrime is crafted by trade experts with 27+ years of industry experience, giving your business tools that truly work in the field. Features include automated estimates, route optimization, online payments, customer history, QuickBooks integration, and AI chat support. SimplyPrime CRM is perfect for residential, commercial, and industrial service companies. Our solution is easy to learn, affordable to use, and powerful enough to support growing businesses. If you're searching for a reliable, AI-driven HVAC business software or field service CRM, SimplyPrime offers everything you need to stay ahead of the competition.

Who Is the Company Behind Simply Prime CRM?

Sisfarma

Who Is the Company Behind Sisfarma?

  • Seller: Sisfarma
  • Year Founded: 2004
  • HQ Location: Jaén, ES
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

SiteZeus Sell

Finding and supporting your franchisees is imperative to your brand’s success. We can help with that. SiteZeus Sell is a franchise-focused CRM system designed to help you scale faster. Our user-friendly platform uses your existing sales data to help your franchise optimize and manage its recruitment and documentation processes. Our platform lets you: - streamline your qualification process with custom timelines - easily create and distribute FDDs and ADAs - maintain compliance with document storage and automation - assign franchises to territories and integrate them into the site development process - analyze and report on key metrics such as lead conversion rates, franchisee satisfaction levels, and revenue growth SiteZeus Sell solves the challenges of qualifying potential franchisees effectively and inefficient onboarding processes for franchises. It also serves as a central storage hub for franchise documents, making it easier to communicate and distribute messages and files among others. Equipped with SiteZeus’ full range of solutions and on-demand support, growing brands can make strong decisions at any stage of development - from initial site selection to store remodeling and relocation. Our amazing support team is always here to answer your questions and help your brand unlock its growth potential. Ready to see how SiteZeus Sell can help you support your franchisees? Contact us at sales@sitezeus.com or schedule a demo on our website at www.sitezeus.com.

Who Is the Company Behind SiteZeus Sell?

  • Seller: SiteZeus
  • Year Founded: 2013
  • HQ Location: Tampa, US
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Skode

Most CRMs fail for the same reason: they depend on a salesperson typing. Conversations happen on WhatsApp, Instagram and email, and the record is always a day behind reality. Skode closes that gap. Every channel lands in one inbox. AI answers the first message, qualifies the lead in natural conversation, and writes what it learned back to the CRM. Workflows chase unpaid invoices, book meetings, and escalate when a reply never comes - and every email tells you whether it was delivered, opened, or clicked. Four products on one platform: CRM, Flow for omnichannel messaging, Forms, and Automate for workflow automation. Free to start, no credit card.

Who Is the Company Behind Skode?

Sky Scale

Sky Scale is an all-in-one AI-powered CRM for car dealerships that combines lead management, AI auto reply, a 24/7 AI voice receptionist, multi-channel messaging, inventory management, and real time market intelligence in a single platform. Its AI replies to every inquiry in under 60 seconds across SMS, email, WhatsApp, Facebook Messenger, and website chat, and shares one customer timeline across every channel so the receptionist, auto-reply, and follow-up all know the full conversation history. Built for independent used car dealers, franchise dealerships, and multi-location dealer groups across the United States. Pricing starts at $399/month per location with a 3-month free trial and no long-term contracts.

Who Is the Company Behind Sky Scale?

Who Uses This Product?

  • Company Size: 100% Small

Smarfle CRM

Smarfle is a business growth platform and CRM built for local service businesses that want to generate more leads, improve customer relationships, and manage daily operations in one place. The platform combines CRM, call tracking, Google Business Profile optimization, review management, lead management, scheduling, invoicing, payments, customer communication, and marketing tools. Smarfle helps HVAC, plumbing, electrical, cleaning, landscaping, pest control, auto detailing, and other service businesses track opportunities, improve local visibility, build stronger online reputations, convert more leads, and grow with less manual work.

Who Is the Company Behind Smarfle CRM?

Smart Agent CRM

Smart Agent CRM is a Salesforce-based customer relationship management software designed for health and Medicare insurance operations. It features pre-built record types for Individual, Household, Carrier, Agency, and Policy structures. Automated contact monitoring tracks client birthdays and Medicare eligibility. Einstein Activity Capture syncs email and calendar data to contact records, while Carrier Sync reconciles accounts and policies. Compliance documentation, including Scope of Appointment forms, drug lists, provider notes, and call recordings, is centralized. Commission dashboards identify missing payments by comparing expected versus actual commissions. The software supports multiple product lines like Group, Life, Property & Casualty, and Annuities. Communication tools include click-to-call, SMS automation, and branded email campaigns. Integrations with DocuSign, Calendly, Office 365, and Dropbox enhance functionality, all secured by Salesforce’s bank-grade infrastructure.

Who Is the Company Behind Smart Agent CRM?

SmartApp

SmartApp is a cloud-based restaurant and entertainment venue management platform that integrates QR menu ordering, point of sale, kitchen display systems, and analytics. The table management feature tracks table status, venue capacity, and reservations in real time. QR menu orders are sent directly to the kitchen display, reducing paper waste and speeding up service. Archive and tracking tools provide access to historical orders, reports, and revenue data. An offline mode maintains operations during internet outages, with automatic data synchronization upon reconnection. A gaming venue mode supports PC, Xbox, and PlayStation halls with custom pricing and QR menu ordering capabilities. Setup involves registration and menu configuration. The platform operates across devices without complex installations.

Who Is the Company Behind SmartApp?

SMART Marketing

SMART Marketing is a comprehensive solution for managing client segments and omnichannel marketing communications from a single window of a CRM system. The system is based on one of the best Low-code/No-code platforms, Microsoft Power Platform, and is integrated with Office 365. Benefits: • Ready out-of-box solution • Builder of required tools • Fast deployment • Easy setup and administration • Standardization of business processes • GDPR and CCPA compliant • Integration with modern services and providers • Ready documentation and training • Regular releases and feature extensions • Available analytics 24/7 and control of the results of marketing activities • Ready-made security roles for users

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind SMART Marketing?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of SMART Marketing?

SMART Sales

SMART Sales is a comprehensive solution for automating the B2B sales process from the appearance of a potential customer to concluding a contract. The system is based on one of the best Low-code/No-code platforms, Microsoft Power Platform, and is integrated with Office 365, which helps to simplify and centralize messaging, teamwork, and collaboration on documentation. Benefits: • Ready out-of-box solution • Builder of required tools • Deployment in 1-3 weeks • Standardization of business processes • GDPR and CCPA compliant • Integration with modern services and providers • Ready documentation and training • Regular releases and feature extensions • Available analytics 24/7 • Ready-made security roles for users

Who Is the Company Behind SMART Sales?

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