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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)

CRMlytics

CRMlytics is a CRM plugin for WooCommerce that helps store owners manage customer data, analyze purchase behavior, and predict future buying patterns. CRMlytics doesn't just tell you what your data means; it gives you the tools to act on it. It combines predictive analytics (like churn prediction, RFM scoring, and health scores) directly with built-in email campaigns. This means it can identify exactly which customers are at risk of leaving and immediately provide a way to target them. Most eCommerce CRMs are essentially just email automation tools built to send abandoned cart reminders. CRMlytics do more, It reads your existing WooCommerce order history and runs statistical models directly on your server to figure out who is going to buy again and who is about to churn. Because it runs natively inside WordPress, you do not have to export your customer list to an expensive external service. Your store data stays entirely on your own server, meaning you avoid the recurring monthly fees charged by cloud-based analytics platforms. Instead of forcing you to pull spreadsheet reports, the plugin maps out exactly what your customers are doing across nine main features: - **Store dashboard:** Gives you a central view of your live revenue metrics, macro trends, and recent customer activity. - **Churn risk scores:** Calculates a health rating for every customer so you can reach out to people right as their buying habits start to slip. - **Order forecasting:** Predicts exactly how many orders a customer is likely to place over the next 30, 90, and 180 days. - **RFM scoring:** Runs Recency, Frequency, and Monetary math in the background to automatically sort your buyers into groups like Champions or Lost. - **Custom segments:** Lets you build dynamic lists based on average order value, total purchases, health scores, or exact dates. - **Customer timelines:** Logs order changes, email clicks, tag updates, and manual staff notes into a single chronological feed for each buyer. - **Direct email:** Connects to a built-in sender so you can email your segments straight from the dashboard and track exactly who clicks what. - **Smart tags:** Automatically applies labels to users based on their behavior, while still letting you manually tag customers to keep lists organized. - **CSV export:** Dumps your full customer list or highly specific segments into a clean spreadsheet file in a single click.

Who Is the Company Behind CRMlytics?

CRM, Marktplatz & Website

GLENO vereint Marktplatz, CRM und Website in einer intelligenten Plattform für Agenturen, Handwerker und B2B-Dienstleister. Gewinne Leads aus allen Kanälen, qualifiziere sie mit KI-gestützten Anfragen und Chats, und verwandle sie nahtlos in Angebote, Projekte und Rechnungen – ohne Tool-Chaos oder Excel-Frust.

Who Is the Company Behind CRM, Marktplatz & Website?

  • Seller: GLENO
  • Year Founded: 2025
  • HQ Location: Barsinghausen, DE
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

CRM-Now

Who Is the Company Behind CRM-Now?

  • Seller: CRM-Now
  • Year Founded: 2000
  • HQ Location: Berlin, DE
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

CRMown

CRMown is an AI-native, all-in-one business platform built to be owned and replace the fragmented SaaS stack that most SMBs are stuck managing. One platform. Nine suites. 105+ AI features. Replaces 35+ tools. By the numbers: • 230+ data models in production • 1,500+ API endpoints • 100+ workflow automation templates • 15 AI providers supported (BYOK) • 11 communication channels in a unified inbox • 9 modular suites: Automation, Marketing, Web Studio, Finance, Enterprise, Education, Client Hub, Comm Pro, Operations What makes it different: — Built as one system from day one, not bundled from acquisitions — AI included on every plan tier, not sold as a separate add-on — Bring-your-own-key for AI providers, so you control model choice and cost — Perpetual license available — own the platform outright, never pay subscription again Who we serve: small and mid-sized businesses that have outgrown HubSpot's pricing, find Salesforce overwhelming, and want more than what GoHighLevel offers.

Who Is the Company Behind CRMown?

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

CRMpli

CRMpli is a simple, privacy-first CRM designed specifically for freelancers, SMBs, and small teams. It unifies contact management, deal tracking, task organization and email integration into one intuitive platform. Unlike traditional CRMs that charge per user CRMpli offers a unique pricing model with unlimited team members. Charging only based on data usage. Hosted in the EU with end-to-end encrypted file storage and GDPR compliance by design, it allows businesses to streamline relationships without compromising on security or simplified workflows.

Who Is the Company Behind CRMpli?

CRM Simple

Who Is the Company Behind CRM Simple?

  • Seller: i-tao
  • Year Founded: 2013
  • HQ Location: Sassenage, FR
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

CRM Solid

CRM Solid is an omnichannel CRM that keeps every customer conversation in one inbox. It connects Telegram, WhatsApp, Instagram, Facebook, X, LinkedIn, Bluesky and Reddit direct messages alongside a per-user email inbox and a website live chat widget, so a lead that arrives on any channel lands in the same pipeline. AI agents answer, qualify and score leads, hand a conversation back to a human when it needs one, and keep learning from the replies the team actually sends. A content scheduler publishes to the same networks plus TikTok, YouTube, Pinterest and Threads, and multi-channel sequences run outreach with per-account rate limits. The CRM layer covers contacts with tags, custom fields and lead scoring, multiple kanban pipelines, tasks, deals, invoicing and revenue tracking. Everything is reachable through a REST API and an official MCP server, so AI assistants such as Claude, Cursor and ChatGPT can read and write the same data. A free browser extension saves any LinkedIn, X, Instagram or GitHub profile into the CRM in one click. A free plan is available with no time limit.

Who Is the Company Behind CRM Solid?

CRPRO

CRPRO is a WhatsApp CRM built for Brazilian small and medium businesses that sell and support customers over WhatsApp and need structure without enterprise-grade complexity. Connected through the official Meta WhatsApp API (as an approved BSP), CRPRO removes the risk of getting the number banned and unlocks what the regular WhatsApp Business app can't do: multi-agent support (multiple agents on a single number, with routing and supervision), a sales kanban tied directly to conversations, mass campaigns with Meta-approved templates, follow-up automations, and a built-in AI agent (Cris) that qualifies and replies to leads before a human steps in — including outside business hours. Everything runs in Portuguese, priced in Brazilian reais, hosted on servers in Brazil and compliant with LGPD (Brazil's data protection law). CRPRO is designed for teams of 2 to 10 agents closing deals over WhatsApp — clinics, real estate, agencies, e-commerce and service businesses. Key features: • Official WhatsApp API (Meta / approved BSP) — no ban risk • Multi-agent shared inbox on a single number • Sales kanban integrated with conversations • Built-in AI agent (Cris) for first response and lead qualification • Mass campaigns with Meta-approved templates • Follow-up automations and workflows • Lead capture forms with automatic distribution • Conversion dashboard and reports • Servers in Brazil · LGPD compliant What sets CRPRO apart: pricing in BRL with no exchange-rate surprises (unlike USD-billed competitors), AI included rather than sold as an expensive add-on, and a genuine official API — not a disguised WhatsApp Web workaround.

Who Is the Company Behind CRPRO?

Csmart Telco CRM

Csmart Telco CRM is a comprehensive, AI-powered Customer Relationship Management platform developed by Covalense Digital, tailored specifically for Communication Service Providers (CSPs). It is designed to enhance customer engagement, streamline operations, and drive business growth in the telecommunications sector. 🔑 Key Features 360° Customer View: Provides a unified interface for managing customer data, enabling personalized interactions and improved service delivery. Product Catalogue Management: Allows CSPs to track product portfolios, create versatile bundles, and manage product specifications efficiently. Csmart Order Management: Utilizes advanced AI systems to handle complex order workflows, enhancing customer satisfaction and reducing time-to-revenue. Csmart Workflow & Assignment Management: Offers configurable workflows and auto-assignment of tickets to relevant teams, improving operational efficiency and customer support. Csmart Approval & Notification Management: Manages role-based approvals and triggers notifications through multiple channels, ensuring timely communication and compliance. Csmart Robust Security: Incorporates Identity and Access Management (IAM) to safeguard data against breaches and unauthorized access. Csmart Actionable Insights: Provides real-time analytics and performance metrics, enabling informed decision-making and proactive customer engagement. Covalense Digital 🌟 Business Benefits Enhanced Productivity: Automates routine tasks, allowing teams to focus on strategic initiatives. Improved Customer Experiences: Ensures swift order processing and efficient issue resolution, leading to higher customer satisfaction. Csmart +1 Covalense Digital +1 Faster Time-to-Market: Customizable workflows enable rapid introduction of new products and services. Csmart Effective Communication: Delivers targeted updates to internal teams and external stakeholders, facilitating better collaboration. Csmart In-Depth Insights: Offers immediate analysis of key performance indicators (KPIs), aiding in reducing customer churn and enhancing satisfaction. Csmart Telco CRM is part of Covalense Digital's broader Csmart suite, which includes solutions for Digital BSS, CX Management, Digital Marketplace, and more, all designed to support CSPs in their digital transformation journey. For more queries, email us at reachus@covalensedigital.com

Who Is the Company Behind Csmart Telco CRM?

Customer Connect CRM

Customer Connect CRM is a streamlined customer relationship management system designed to help small and medium-sized businesses efficiently manage customer inquiries and sales processes. By consolidating all leads into a single, user-friendly platform, it enables faster follow-ups and reduces administrative overhead, allowing sales teams to focus on closing deals and fostering customer relationships. Key Features and Functionality: - Unified Lead Management: Collects inquiries from various channels, including web forms and emails, ensuring all potential leads are centralized and easily accessible. - Customizable Sales Pipelines: Offers the flexibility to tailor sales processes with custom steps, tags, and fields, aligning the CRM with specific business workflows. - AI-Powered Automation: Utilizes artificial intelligence to automatically populate contact details and relevant information from incoming messages, minimizing manual data entry and reducing errors. - Intuitive User Interface: Designed for simplicity, the platform requires no extensive training, enabling quick adoption and efficient use by teams of all sizes. - Integration Capabilities: Seamlessly connects with existing tools and systems, such as email platforms and project management applications, to create a cohesive workflow. Primary Value and Solutions Provided: Customer Connect CRM addresses common challenges faced by businesses in managing customer interactions and sales pipelines. By centralizing all inquiries and automating routine tasks, it eliminates the risk of missed opportunities due to scattered information or slow follow-ups. The platform's simplicity ensures that teams can focus on engaging with customers and driving sales, rather than navigating complex systems. Its affordability and ease of use make it an ideal solution for businesses seeking to enhance their sales processes without incurring high costs or requiring extensive technical expertise.

Who Is the Company Behind Customer Connect CRM?

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