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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: 1,684

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: 1,666

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
  • 1,666+ 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)

TLR CRM

TLR is your all-in-one solution for managing your business operations. Designed for teams of all sizes, TLR helps you generate, manage and convert leads to clients at the lowest costs, communicate with clients, manage workflows efficiently and analyse productivity.

Who Is the Company Behind TLR CRM?

Toolyte

Toolyte is AI-powered office software that lets businesses create databases via voice or text. It generates records, fields, and data structures in under two minutes based on business requirements. Voice control allows natural language task management, such as adding customers and scheduling appointments, without navigating menus. The software ensures GDPR compliance by automatically masking sensitive information before AI processing. A Data Processing Agreement keeps user data private and unused for AI training. Cryptographically signed audit logs record every action, ensuring tampering is visible for compliance. Toolyte offers adaptable data structures for evolving business needs, allowing users to define records for projects, jobs, or contacts. Features include role-based permissions, team collaboration, calendar scheduling, templates for recurring records, and mobile access. All changes are logged with details of modifications for complete traceability.

Who Is the Company Behind Toolyte?

Tormano CRM

Tormano CRM is a customer relationship management platform built directly on QuickBooks Online, for businesses that keep their books in QuickBooks and are tired of holding a CRM and a ledger in sync by hand. Customers, invoices, payments, recurring invoices and customer statements sync both ways, so the CRM and the accounting system hold the same records instead of two lists joined by an export. Vendors, bills, expenses, journal entries, purchase orders, inventory, budgets, tax rates, time tracking and deposits are included too, and that depth is on the entry plan at $35 per seat rather than held back for a top tier. Around it sits a full CRM: contacts, companies and deals on a Kanban pipeline, activities and tasks, custom fields, import and export, web forms, email templates, automations, lead scoring, meeting scheduling with public booking pages, and reporting. Higher tiers add email campaigns, custom dashboards and analytics, quotes and invoicing, approval workflows, a visual workflow builder, a client portal, Xero, Zapier, and an AI suite with predictive scoring, sentiment analysis and an AI email agent. The top tier adds revenue recognition with ASC 606 tracking, a custom object builder, nine-role RBAC, field-level permissions, SSO/SAML, and API and webhook access. Tormano CRM is published on the Intuit QuickBooks App Store and has a public Zapier app. Plans are $35, $69 and $119 per seat per month, around 17 percent less on annual billing, and every plan starts with a 14-day free trial that takes no credit card.

Who Is the Company Behind Tormano CRM?

  • Seller: Tormano
  • Year Founded: 2025
  • HQ Location: Richmond, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

TransleadCRM

A new CRM/SFA that realizes true DX in the sales field

Who Is the Company Behind TransleadCRM?

Trebede CRM

Trebede CRM is a cloud-based customer relationship management and business management platform built specifically for small and medium-sized businesses in Spain. With deep expertise in sectors like energy, telecommunications, debt collection, and professional services, Trebede CRM provides tailored tools that fit how these industries actually work. Key capabilities include contact and company management, commercial visit tracking, appointment scheduling, document management, invoicing and billing, SEPA direct debit and credit transfer generation (pain.008 and pain.001), CSV data import/export, and multi-user access with role-based permissions. The platform also supports structured sales pipelines, automated workflows, and integrations with banking operations for streamlined payment processing. Trebede CRM is designed with simplicity in mind — no unnecessary complexity, just the tools SMEs need to manage their customers, sales teams, and daily operations from a single platform. Each CRM instance is configured to match the client's specific sector and business processes, offering a level of customization typically reserved for enterprise solutions. The platform is developed and supported by TREBEDE INTERNET SL, based in León, Spain, with direct, hands-on technical support.

Who Is the Company Behind Trebede CRM?

  • Seller: Trebede
  • Year Founded: 2002
  • HQ Location: Valencia de Don Juan, ES
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Trebede CRM?

TreeLife 360

TreeLife 360 is a business management platform for tree care operations, integrating scheduling, estimating, CRM, accounting, HR, and field operations. It offers bilingual functionality with real-time English-Spanish message translation. Estimating tools support tree services, bulk work, and plant health care, with proposal templates included. GPS tree mapping aids location tracking, and AI species identification recognizes over 1,000 tree species via mobile cameras. The platform syncs with accounting software for automated financial updates. In-house messaging enhances team communication, while asset tracking monitors equipment. HR tools handle onboarding and personnel records, and compliance logging ensures safety documentation. Role-based access controls permissions, and an offline-capable mobile app lets field crews update data without internet. TreeLife 360 supports operational efficiency and compliance with industry standards.

Who Is the Company Behind TreeLife 360?

Treepie Flow

Treepie Flow is a connected CRM for managing leads, contacts, companies, deals, quotes and customer relationships. It keeps the customer record connected across sales, delivery, finance and support, so teams can work from the same context without re-entering information.

Who Is the Company Behind Treepie Flow?

Treepie Flow

Treepie Flow is a CRM platform that maintains customer records beyond deal closure, enabling unified data access without manual re-entry. It organizes sales activities with customizable pipelines, historical deal records, and weighted forecasting. Features like deal splitting, scoring, and automated stage transitions streamline workflows. Contact and company management tools centralize client information, while quoting and proposal features simplify document creation. Flow tracks activities across touchpoints and routes leads via customizable forms. Reporting and forecasting provide insights into pipeline health and revenue. The platform's unified record system allows seamless transitions to project management, invoicing, and support after deal closure. Security includes record-level permissions, audit trails, REST API access, and bulk editing. Data residency options for UK and EU regions offer point-in-time restore for 30 days.

Who Is the Company Behind Treepie Flow?

Trevion CRM

Trevion CRM is a cloud-based customer relationship management (CRM) platform designed to help businesses manage leads, customer interactions, sales pipelines, and team activities from a single system. The platform includes lead capture and tracking, workflow automation, task management, follow-up reminders, communication management, reporting, and analytics tools. Trevion CRM is used by organizations in industries such as Real Estate, Travel & Tourism, Education, and other service-based businesses to streamline sales processes, improve customer engagement, and monitor business performance. The platform supports collaboration across teams and provides visibility into lead and customer lifecycle management.

Who Is the Company Behind Trevion CRM?

Trevion Crm

Managing leads, customer calls, WhatsApp conversations, follow-ups, and sales activities can get difficult when everything is handled separately. Trevion CRM brings these day-to-day sales activities together in one place, so businesses can keep track of their leads and customers without depending on multiple spreadsheets and tools. Trevion is useful for businesses in real estate, travel and tourism, education, and other service-based industries. It helps teams manage enquiries, customer details, follow-ups, sales activities, and communication throughout the customer journey. For real estate businesses, Trevion helps manage property enquiries, leads, site visits, follow-ups, projects, and sales activities. Teams can import leads from Excel, maintain lead history, assign tasks, schedule visits, track activities, and manage property and project information from the same system. Communication is also a major part of the sales process. Trevion includes WhatsApp CRM, WhatsApp automation, click-to-call, call logs, and marketing campaigns, helping sales teams keep their customer conversations and follow-ups organized. The platform also includes invoicing, reports and analytics, third-party integrations, and activity tracking. Travel businesses can use tools for creating day-wise packages, itineraries, proposals, and travel vouchers. Trevion is designed for businesses that want a practical way to manage their leads, customers, sales teams, communication, and follow-ups in one place. Instead of switching between Excel sheets, phone records, WhatsApp conversations, and separate tools, teams can manage much of their daily sales work through a single CRM.

Who Is the Company Behind Trevion Crm?

Tribe CRM

Tribe CRM is a composable customer relationship management (CRM) solution that helps growing European B2B businesses manage their complete customer lifecycle across sales, marketing, and customer service within a single platform. Designed for mid-market companies with 50 to 500 employees in sectors such as professional services, manufacturing, distribution, public sector, and healthcare, Tribe CRM enables teams to achieve predictable revenue growth without enterprise complexity, lengthy implementations, or consultant dependency. Unlike traditional CRM platforms that require extensive configuration before delivering value, Tribe CRM works on a building block model. Teams start with ready-to-use workflows and activate additional modules as their business evolves, all within one connected platform. EU-hosted infrastructure, GDPR compliance, and native integrations with European business tools such as Exact, Visma, DATEV, and SAP Business One are included from day one. Key features and capabilities include: - Pipeline and opportunity management with visual deal tracking, revenue forecasting, and real-time dashboards that give sales leaders full visibility at every stage. - AI-powered lead scoring and sentiment analysis that surfaces high-priority opportunities, flags at-risk accounts, and keeps contact data accurate automatically. - Marketing automation and email campaigns with workflow automation that reduces manual data entry and keeps follow-up sequences running without rep involvement. - Customer self-service portal and ticketing that helps service teams resolve issues faster while keeping every interaction connected to the full account record. - Native European integrations and GDPR compliance built into the platform architecture, with consent management, deletion workflows, and data residency controls included as standard. Tribe CRM is trusted by more than 5,200 European businesses and supports multiple languages across the BENELUX, DACH, Nordics, France, Spain, and the UK regions.

Who Is the Company Behind Tribe CRM?

  • Seller: Efficy
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Brussels, Belgium
  • Twitter: @efficy_en
    1,043 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    310 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Tribe CRM?

Twozo CRM

What is Twozo? Twozo CRM is built to provide your business with an easy way to connect with customers, build lasting loyalty and foster repeat business. Our user-friendly CRM interface accommodates both tech and non-tech-savvy users. Implementing our software is faster and hassle free. From capturing leads to converting them into protentional customers, our CRM automates task to close deals faster. Features like pipeline management, workflow automation, and contact management efficiently organizes your business data’s. With the mobile application, you can connect from anywhere and anytime. It’s a unified platform, driven for growth in the aspects of managing and centralizing your sales, marketing, and customer support initiatives. Who uses Twozo? From startups to small and medium-sized enterprises, Twozo CRM caters to fast growing businesses. Twozo CRM is designed for business of all sizes that want to improve customer relationships. About Twozo CRM : Twozo CRM is a cloud- based solution designed to help businesses in the aspects of sales, workflow automation and enhancing customer interactions. Data management is simple with Twozo CRM, allowing users to track leads, launch and follow-up on activities, and close deals effectively. The CRM is suited for various business models, including B2B and D2C, and the advanced filters helps to simplify complex searches by preventing data clutters. Plus, it adapts to your required needs and making it an ideal choice for sales and marketing teams, customer support and e-commerce businesses. Twozo’s contact management, pipeline tracking, web form lead generation, and workflow automation help in reducing manual tasks and focus on customer satisfaction. Zapier integrations ensures seamless connectivity and make customer interactions effortless, regardless of time and place. Twozo also offers help desk and customer support functions to clarify the user’s queries. A significant feature of the mobile application allows users to respond to customers across channels in real time. With Twozo’s deal forecasting, user can maintain a long-term customer relationship. Twozo CRM is available on both monthly and annual subscriptions. It is cost effective and ensures business of all size can leverage its capabilities without complexity.

Who Is the Company Behind Twozo CRM?

  • Seller: Twozo
  • Year Founded: 2021
  • HQ Location: Tirunelveli , IN
  • Twitter: @TwozoCRM
    34 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    55 employees on LinkedIn®
Julie Jung
JJ
Researched and written by Julie Jung
Updated March 5, 2025