Best CRM Software - Page 183

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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: 1,909

How Do G2 Users Rate monday CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.0/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.8/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.7/10)

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, 23% 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: 2,815

Category Stats (Nov 2026)

  • Average Rating: 4.42/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: HelloGrowthCRM (+29.64%) - Among all products in this category, HelloGrowthCRM recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 130,600+ Authentic Reviews
  • 2,815+ 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)

WEBTRIX24

Webtrix24 Rental CRM manages rental inventory, bookings, customer details, agreements, billing, payments

Who Is the Company Behind WEBTRIX24?

Webtrix24 Computer Rental CRM

Webtrix24 Computer Rental CRM helps rental businesses track assets, manage invoices & payments, automate service reminders, and monitor ROI — all in one platform, accessible from mobile or desktop.

Who Is the Company Behind Webtrix24 Computer Rental CRM?

Webtrix24 general CRM

Webtrix24 CRM helps businesses manage leads, customers, sales, tasks, follow-ups, and payments in one platform.

Who Is the Company Behind Webtrix24 general CRM?

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

How it works

WeekMate e-CRM

WeekMate e-CRM empowers service-driven businesses to grow efficiently by managing the entire customer lifecycle. From lead management and multi-currency invoices to territory management and sales forecasting, WeekMate CRM centralizes your customer interactions. Features like email and calendar integration, automated follow-ups, tax management, lead tagging, and real-time dashboards enable your team to collaborate seamlessly, close deals faster, and nurture client relationships for the long term—all in a secure, cloud-based environment.

Who Is the Company Behind WeekMate e-CRM?

Wellness CRM

Wellness CRM by Yogicverse Wellness CRM is an all-in-one management platform designed for wellness centres, yoga studios, Ayurveda clinics, naturopathy centres, wellness retreats, hospitals, and clinics. It helps businesses manage the complete customer journey, from the first enquiry to the final invoice, through one connected system. Key Features CRM & Lead Management: Capture enquiries, qualify prospects, track opportunities, and manage the sales pipeline. Bookings & Stays: Manage packages, appointments, residential programmes, and guest bookings. Consultations & Prescriptions: Maintain clinical notes, assessments, vitals, and digital prescriptions. Property & Room Management: Handle check-ins, check-outs, room allocation, and occupancy tracking. Insurance Claims: Manage pre-authorisations, supporting documents, and settlement tracking for cashless care. Billing & Invoices: Generate GST-ready invoices and manage payments and receipts. Unified Seeker Records: Keep customer information connected across enquiries, consultations, bookings, and billing, reducing duplicate records and manual data entry. Built for Wellness Businesses Wellness CRM supports different types of care and wellness operations, including yoga studios and retreats managing programmes, batches, residential retreats, and repeat guests. Ayurveda centres can coordinate Panchakarma stays, therapy charts, and doctor-led outpatient consultations. Naturopathy centres can organise residential programmes, diet plans, and daily treatment schedules. Hospitals and clinics can manage outpatient and inpatient workflows, insurance pre-authorisation, claims, and discharge processes. How It Works The platform connects key operational activities through a shared seeker record. An enquiry can progress to a consultation, booking, and invoice while relevant customer information remains accessible across the workflow. Business Benefits Reduce duplicate data entry and reliance on disconnected spreadsheets. Improve visibility into enquiries and sales opportunities, coordinate front-desk, clinical, and accounts workflows, and manage bookings, rooms, consultations, and billing from one dashboard. The modular platform allows businesses to expand functionality as their requirements grow. Wellness CRM by Yogicverse helps wellness organisations bring customer management and daily operations together in one centralised platform.

Who Is the Company Behind Wellness CRM?

  • Seller: Yogicverse
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®
  • Ownership: Yogicverse Private Limited
  • Phone: +91 8788728689

wellpolish

wellpolish is a complete platform for running a nail salon, built by owners who have run their own salon for more than ten years and grew it to over seventy technicians. Most salon software is made for hair salons, spas or any business with appointments. wellpolish is made for how a nail salon really works: turns, walk-ins, a manicure and pedicure at the same time with two technicians, and tips shared between two people. Everything shares one set of records. A booking made online appears on the calendar, the turn sheet and the register at once, and nobody types anything twice. • Calendar: one column per technician, parallel and tandem services, groups, deposits, waitlist and walk-ins. • Turn sheet: a fair rotation that shows who is next and why, with requests and bonus turns. • Online booking at your own address, with the client's own account. • Checkout: the whole visit on one ticket, fair tip splits, gift cards, and card payments at 1.99% + 15¢ in person. • Clients and marketing: profiles, two-way texts, reminders, loyalty, campaigns and Google reviews. • Team: the technician portal, schedules, payroll, commissions and tips. • Reports, and an AI receptionist that answers calls and messages. It runs on a computer, iPad, iPhone or Android, in English and Vietnamese. Every feature is in every plan, from $79 a month, with no contract.

Who Is the Company Behind wellpolish?

werkflow

werkflow is business automation software for trade businesses that integrates with existing systems to streamline quotes, invoicing, project management, and administrative tasks. The software captures inquiries from email, phone, or websites and generates quote drafts for approval. Follow-up communications are automated if clients don't respond within a specified timeframe. Field technicians can capture delivery notes and photos via mobile devices, which auto-populate invoice drafts. A dashboard tracks hours, materials, and labor costs in real time, offering profitability insights before invoicing occurs. Accounting integration organizes incoming invoices and prepares payment reminders and financial data for accounting software. Time tracking allows employees to log hours via mobile devices. Business dashboards display profit margins, revenue, productivity, and resource utilization. Implementation takes two to four weeks, with configuration, training, and support provided.

Who Is the Company Behind werkflow?

WETHOD

wethod is an integrated management platform that breaks down the traditional barriers between CRM and Project Management. Designed specifically for project-based organizations, it provides a real-time, unified view of budgets, resources, and margins, ensuring financial health is never an afterthought. Beyond simple task tracking, wethod coordinates complex activities by turning operational data into strategic insights: - End-to-end visibility: seamlessly connect your sales pipeline to project delivery. Forecast workloads and future revenues before the deal is even signed. - Real-time profitability: Monitor margins and budget consumption as they happen. No more waiting for end-of-month reports. - Resource harmony: Balance team capacity with a visual planning tool that respects both project deadlines and people's time. By centralizing KPIs from lead to invoice, wethod is a "single source of truth": a decision-making engine to scale with confidence while keeping teams aligned.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate WETHOD?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)

Who Is the Company Behind WETHOD?

  • Seller: WETHOD
  • Year Founded: 2015
  • HQ Location: Roncade, IT
  • Twitter: @wethodhq
    135 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 57% Medium, 43% Small

What Are Recent G2 Reviews of WETHOD?

What Are G2 Users Discussing About WETHOD?

WhachatCRM - WhatsApp-first CRM and AI-powered platform

WhachatCRM is an AI-powered, WhatsApp-first CRM and sales automation platform designed to turn everyday conversations into real business opportunities. More than a chatbot, WhachatCRM combines a Unified Inbox, intelligent CRM, AI-powered sales assistants, and automated workflows in one easy-to-use platform. One Platform. Multiple Channels. Smarter Sales. Manage WhatsApp through Meta's official Business API, Instagram, Facebook Messenger, SMS, email, and other supported channels from one collaborative inbox. Assign conversations, track leads, manage sales pipelines, and automate follow-ups without switching between tools. Meet Your AI Sales Team - Prospect AI: Discover potential customers, identify opportunities, and assist with personalized outreach. - AI Brain: Uses your business knowledge to power smarter, more relevant customer interactions. - AI Copilot: Helps qualify leads, recommend replies, prioritize opportunities, and guide sales conversations. - Smart Automations: Handle repetitive tasks, trigger follow-ups, and keep sales opportunities moving. Built for Real Business Growth WhachatCRM supports real estate professionals, agencies, e-commerce brands, service businesses, and growing sales teams. Our specialized Growth Engines bring industry-specific workflows together, including the Realtor Growth Engine for lead qualification and appointment booking, and Shopify-connected messaging workflows for e-commerce businesses. Transparent Pricing. No Messaging Markups. Start with our Free plan or upgrade to Pro starting at $49/month. WhachatCRM adds 0% markup to Meta's WhatsApp messaging charges. Meta's applicable fees are separate. Stop losing leads between conversations. Turn WhatsApp and your other messaging channels into an organized, AI-powered sales workspace. WhachatCRM — Turn Every Conversation Into a Sales Opportunity.

Who Is the Company Behind WhachatCRM - WhatsApp-first CRM and AI-powered platform?

Whaticket

Somos una plataforma de atención y ventas multicanal, diseñada para que equipos puedan gestionar conversaciones de WhatsApp, Instagram, Facebook Messenger y Webchat desde una única bandeja compartida, con múltiples agentes, automatizaciones, chatbot y herramientas de seguimiento. Con Whaticket, las empresas centralizan su comunicación, atienden más rápido, venden mejor y ofrecen una experiencia de soporte más eficiente y personalizada.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Whaticket?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)

Who Is the Company Behind Whaticket?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Whaticket?

WHATO CRM

WHATO CRM is a WhatsApp Web–based CRM designed for small businesses and sales teams in LATAM that use WhatsApp as their main sales and customer support channel. It helps organize conversations, automate follow-ups, manage leads visually with Kanban boards, use chatbots and quick replies, and improve response times without relying on complex traditional CRMs.

Average Rating: 5.0/5.0

Total Reviews: 11

How Do G2 Users Rate WHATO CRM?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)

Who Is the Company Behind WHATO CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of WHATO CRM?

WhatsGrow AI

WhatsGrow AI is an all-in-one WhatsApp CRM and AI agent platform built on the official Meta WhatsApp Cloud API. The AI agent replies to customers and books, reschedules and cancels appointments right inside WhatsApp, with a booking website, team calendar, Google Calendar sync and automatic reminders. Teams can also run broadcasts and manage leads in a Kanban pipeline. Plans start at $19/month (Starter), $49 (Growth) and $99 (Pro), with a 7-day free trial and no credit card required.

Who Is the Company Behind WhatsGrow AI?

  • Seller: WhatsGrow AI
  • Year Founded: 2025
  • HQ Location: Karachi, Pakistan
  • Twitter: @whatsgrowai
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

WhatZCRM

All-in-One WhatsApp CRM & Marketing Automation Platform | Helping businesses streamline sales, customer engagement, and growth with smart automation.

Who Is the Company Behind WhatZCRM?

Whisk Manager

Whisk Manager is an all-in-one bakery management software platform designed specifically for home-based bakers, cottage food businesses, and custom cake designers. Created by a professional cake designer, Whisk Manager helps independent bakery owners manage their businesses from the first customer inquiry to the final order pickup—all in one organized platform. **Key features include:** - **Order Management & CRM:** Manage custom cake orders, customer details, inquiries, quotes, contracts, invoices, deposits, and payments. - **Recipe Costing & Pricing:** Calculate ingredient costs, account for labor and overhead, and price baked goods for profitability. - **Production Scheduling:** Organize baking and decorating schedules with a production calendar, preparation timelines, and batch planning. - **Inventory Management:** Track ingredients, supplies, shopping lists, and inventory needs. - **Online Storefront & Client Portal:** Showcase bakery offerings, collect customer inquiries, manage orders, and communicate with clients. - **Business Analytics:** Monitor sales, expenses, mileage, revenue goals, and profitability. - **Marketing & Automation:** Create social media content, automate customer emails, and streamline everyday business tasks. - **AI-Assisted Tools:** Access intelligent tools for bakery management, cake design, and business productivity. Unlike traditional bakery software built primarily for commercial storefronts and wholesale operations, Whisk Manager focuses on the needs of independent bakers. Whether running a home bakery, managing custom wedding cakes, selling decorated cookies, or growing a cottage food business, Whisk Manager helps bakers save time, stay organized, price confidently, and build more profitable businesses. Available as a cloud-based web platform and on Android, with features varying by subscription plan.

Who Is the Company Behind Whisk Manager?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 27, 2026