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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)

SwiftFox

Who Is the Company Behind SwiftFox?

  • Seller: SwiftFox
  • Year Founded: 2019
  • HQ Location: Melbourne, AU
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

SyncCRM

End to End Business Automation for Small & Emerging Businesses. AI-Powered Unified CRM & Customer Portal: World-class engineering, custom-built for your scale. Forever yours, Unlimited Seats, Unlimited Add-ons.

Who Is the Company Behind SyncCRM?

  • Seller: NearSync AI
  • Year Founded: 2025
  • HQ Location: N/A
  • Twitter: @NearSynctech
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Syncek

Syncek is CRM software with a spreadsheet-style interface, enabling teams to edit records simultaneously with instant updates and visual indicators of active edits. Data is displayed in a grid format with sortable and filterable columns that retain data types. The platform links emails to customer records, allowing users to access conversation history and reply directly within Syncek. It syncs meetings with Google Calendar and offers dual-view visualization, toggling between spreadsheet columns and kanban boards. Syncek supports spreadsheet imports with column mapping and attaches notes and comments to records. It integrates with Gmail and Google Calendar, with authentication options including Google, Facebook, and GitHub. Security features include TLS and AES-256 encryption, daily backups with retention periods, and regional data residency options. Integration credentials are further encrypted to prevent exposure in backups.

Who Is the Company Behind Syncek?

  • Seller: Syncek
  • Year Founded: 2026
  • HQ Location: Sheridan, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

SynkedUP

Who Is the Company Behind SynkedUP?

  • Seller: SynkedUP
  • Year Founded: 2020
  • HQ Location: Hollidaysburg, US
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

SYSBI

SYSBI Unified CRM – Best Sales CRM, Marketing CRM, HRMS & Payroll Management Software. An all-in-one business management platform for Pre-Sales, Sales, Post-Sales, HRMS, Payroll, Inventory & Vendor Management – helping businesses streamline operations, boost productivity, and grow faster.

Who Is the Company Behind SYSBI?

taptaza

Taptaza is a customer relationship management (CRM) system designed for car wash operations. The mobile application combines appointment scheduling, cash register management, payroll processing, and analytics. Clients can book services independently by selecting dates and times through the platform. The cash accounting feature categorizes transactions by payment method, reconciles shifts automatically, and generates reports. AI technology identifies vehicle details through photos and retrieves service history for returning clients. Notifications streamline communication between staff and clients. The analytics dashboard provides real-time insights into revenue, utilization, and transaction values. Employee compensation is calculated automatically based on performance metrics. The application includes tools for client management, employee oversight, service tracking, and loyalty programs. The system integrates with payment platforms and supports multi-location operations.

Who Is the Company Behind taptaza?

Target-CRM

Target-CRM is a web-based software that integrates customer relationship management and enterprise resource planning. It streamlines prospects, clients, sales, invoicing, inventory, projects, and employee timekeeping through interconnected modules. The CRM module tracks sales opportunities with shared calendars and dashboards. Invoicing converts quotes into Peppol-compliant electronic invoices, monitors payments, and sends reminders. Inventory management tracks stock across locations, links suppliers to products, and supports quantity-based pricing. Project management includes Gantt charts and Kanban boards for task tracking. The timekeeping module complies with Belgian labor laws, enabling employees to log hours via smartphone and manage leave requests. Customizable fields and modules adapt to industry workflows, while integrations with Microsoft 365, Google Calendar, and banking tools consolidate operations. Support is provided by the Belgium-based development team.

Who Is the Company Behind Target-CRM?

TatvaCRM

TatvaCRM is a customer relationship management (CRM) software designed for Indian BFSI businesses — NBFCs, DSAs (Direct Selling Agents), insurance agents, debt advisory firms — and SMBs across sales, agencies, manufacturing. Built by Tatva Fintech Private Limited in Pune, India. What makes TatvaCRM different from generic CRMs: • Loan-file-shaped data model — built for the loan origination workflow, not retrofitted from a generic deal pipeline • Multi-lender applications — one applicant, many loan files across different banks/NBFCs • DSA agent network management — sub-DSA hierarchies, commission splits, payout grids • Insurance renewal calendar — automated reminders aligned with IRDAI workflows • Schema-per-tenant PostgreSQL isolation — every customer gets their own database schema (not just row-level) • DPDP-compliant by design — India's Digital Personal Data Protection Act • INR-native pricing — no currency conversion games, no minimum seat counts • Free forever for small teams — no credit card, no trial expiry Standard CRM modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, RBAC with own / team / everything visibility, bulk import/export, email integration, file uploads. Target customers: • NBFCs (retail and MSME lending) • Loan DSAs for home loans, LAP, personal loans • Insurance agents and POSPs • Debt advisory and corporate finance firms • SMB sales teams in India (manufacturing, digital agencies, real estate) Founded by Anil Agarwal, a Chartered Accountant with 15+ years in BFSI advisory at PwC, ICICI Bank, and Finnova Advisory Services. Website: https://tatvacrm.com LinkedIn: https://www.linkedin.com/company/tatvacrm

Who Is the Company Behind TatvaCRM?

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