Best CRM Software - Page 79

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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: 1,831

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: 8.7/10)
  • 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: 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: 2,072

Category Stats (Oct 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vryno CRM (+15.16%) - Among all products in this category, Vryno CRM recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 126,000+ Authentic Reviews
  • 2,072+ 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, Zoho CRM, Close, 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=zoho-crm&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

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?

AI can help you find the answers. G2 helps you trust them.

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

How it works

Customermates

Customermates is an open-source CRM built for small B2B teams that already use AI. Instead of typing into forms, your team works inside Claude, ChatGPT, or Gemini while the CRM updates automatically in the background. Deal stages move, follow-ups get drafted, and contact notes stay current without anyone logging in to update them. Most CRMs fail because reps avoid the data entry. Customermates removes the entry barrier entirely by making the AI tools your team already trusts the interface for the CRM. After a call, you tell Claude what happened and the deal, notes, and next action are updated. The pipeline finally reflects reality. Underneath the automation sits a clean, modern CRM with contacts, deals, organizations, services, and customizable pipelines. No bloat, no modules you will never use, just the core entities a small sales team actually needs. Pricing and deployment - Free to self-host via Docker (AGPL-3.0) - EU-cloud hosted from €9 per user per month - Setup takes about two minutes, no migration, no consultants Who it is for Small B2B teams (2 to 20 people) that have tried a CRM before and stopped using it, or are adopting one for the first time and want it to work with their AI workflow from day one. Key facts - Native integration with Claude, ChatGPT, and Gemini - 54 MCP tools for agent-driven CRM access - Open-source under AGPL-3.0 - Made in Germany, GDPR-compliant by default - Self-hostable

Who Is the Company Behind Customermates?

Customer Relationship Management Software

With years of commitment, we've designed a solution for sales professionals and businesses alike. Our CRM software simplifies sales processes, centralizes data, and provides intuitive visualization of your entire sales pipeline, guaranteeing effective deal closure.

Who Is the Company Behind Customer Relationship Management Software?

Daily Technology

We provide web development, business systems and tailored internal tools for businesses across different industries

Who Is the Company Behind Daily Technology?

Danaya

Danaya is a compliance and identity verification platform built for French-speaking Africa. It helps banks, fintechs, microfinance institutions, insurers and other regulated businesses onboard customers faster while meeting their regulatory obligations. The platform is available as SaaS, through an API, or on mobile, for remote or in-person onboarding. Danaya covers the full compliance workflow: Identity verification (KYC): ID cards, passports, consular cards and driving licences. Business verification (KYB): RCCM, DFE, company statutes, directors and beneficial owners. AML/CFT screening: PEP lists, international sanctions, adverse media and continuous monitoring. Advanced biometrics: liveness detection and face matching for fully remote onboarding. Document fraud detection: checks on the authenticity of submitted documents. Full audit trail: every check is logged, which makes due diligence traceable and regulatory audits easier. Danaya combines AI, biometrics and partnerships with public and private data sources adapted to the realities of French-speaking Africa. It reduces onboarding time from tens of minutes to under a minute while strengthening compliance, fraud prevention and risk management. Its mission is to build the digital trust infrastructure that helps African organizations onboard more customers, faster and in full compliance, and so supports financial inclusion.

Who Is the Company Behind Danaya?

  • Seller: Danaya
  • Year Founded: 2024
  • HQ Location: Abidjan, CI
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

DataBid

DataBid gives commercial general contractors, subcontractors, suppliers, and manufacturers early access to verified public and private construction opportunities across Ontario, Alberta, and Illinois. The platform tracks every project from pre-planning and design through bidding, addenda, plan holders, and bid results, complete with verified company decision-maker contacts. With advance notice on upcoming work, full digital specs, and historical bid tabulations, construction professionals use DataBid to bid with confidence and win more jobs.

Who Is the Company Behind DataBid?

  • Seller: DataBid
  • Year Founded: 2011
  • HQ Location: Newtown, US
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

DE7LS CRM Platform

A New Standard for Client & Partner Management DE7LS is a purpose-built CRM engineered to transform the way modern businesses manage clients, partners, sales and commercial operations. Designed specifically for growing SMEs and ambitious organisations, DE7LS streamlines the entire commercial lifecycle from lead generation and opportunity management through to onboarding, commission calculation, invoicing and settlement within a single, commercially intelligent platform. Built on a modern cloud-native architecture using AWS, OpenAI, Gemini, Perplexity AI, Firecrawl and Resend, DE7LS harnesses the latest advances in artificial intelligence, automation and scalable infrastructure to deliver a fast, secure and future-ready platform. Intelligent AI assistants, workflow automation and contextual insights help reduce manual administration, improve decision-making and accelerate business growth while ensuring exceptional performance and reliability. Every aspect of DE7LS has been designed with user experience at its core. Its clean, intuitive interface, fully responsive mobile design and lightning-fast performance enable teams to work seamlessly from the office, at home or on the move. The platform is simple enough for first-time users yet powerful enough to support complex commercial operations. More than a traditional CRM, DE7LS combines customer relationship management, partner and affiliate programmes, commission management, digital onboarding, document management, workflow automation, reporting and business intelligence into a single, unified platform. Extensive functionality, enterprise-grade security and intelligent automation provide exceptional value without the complexity and cost typically associated with legacy CRM systems. Whether replacing expensive legacy software or building the commercial foundation for future growth, DE7LS provides organisations with a smarter, faster and more cost-effective way to manage customers, partners and revenue. It is the next generation of commercial operating platforms, combining cutting-edge technology, exceptional usability and intelligent automation to help businesses scale with confidence.

Who Is the Company Behind DE7LS CRM Platform?

Who Uses This Product?

  • Company Size: 100% Small

Deal Approvals & Stage Gate

Deal Approvals & Stage Gate is a HubSpot app that adds an approval step for deals on Free, Starter and Professional accounts, where HubSpot's own pipeline approvals are not included. Admins pick the first deal stage that needs approval; that stage and every later one are gated. Conditions on amount, discount, deal type or the owner's team decide which deals need sign-off, and approvers can be named users, teams or the owner's team lead, in one step or up to five in a row. A deal moved into a gated stage without approval is moved back within seconds, with a note and a task for the approvers. Approvers approve or reject from a card on the deal, and the history stays on the record.

Who Is the Company Behind Deal Approvals & Stage Gate?

Dealboard

Dealboard is the simple sales pipeline tracker for small B2B teams who have outgrown the spreadsheet but don't want a heavyweight CRM. Every deal lives on one clean Kanban board: drag it from In Discussion to Proposal Sent to Closed Won, and Dealboard keeps the history, notes, contacts, proposals and signed contracts in one place. Why teams switch to Dealboard: - Set up in minutes, not months. No admin, no consultants, no training. If you can use a spreadsheet, you can run Dealboard. - See the whole pipeline at a glance: deal value, owner, last activity and how long each deal has sat in its stage. - Reports that answer the questions leaders actually ask: weighted pipeline, This Month So Far gauges against your goals, Deals Won by month and quarter, and proposal velocity and win rate. - Log a call in seconds by typing or speaking a note; drop proposals and contracts right onto the deal. - Inbound lead inbox: website form leads land in Dealboard so you can triage, qualify and promote them to deals. - Gmail and Google Calendar sync, a Chrome extension for Gmail, Granola call notes, Slack and Zapier. - Built for AI: official connectors for ChatGPT and Claude, an MCP server, a REST API, OpenAPI spec and webhooks, so your AI assistant can answer "what's stuck?" and update deals for you. - Works beautifully on mobile. Free to start, with a Plus plan for growing teams.

Who Is the Company Behind Dealboard?

DealFlow AI

DealFlow AI gives real estate wholesalers one intelligent Windows workspace to organize sellers, manage follow-ups, calculate offers, connect with cash buyers, and move more opportunities toward closing. Built as a Windows desktop application, it centralizes seller records, property details, and contact history in one place, surfaces which sellers need attention today, tracks opportunities through a visual deal pipeline, and keeps acquisition math organized alongside each deal.

Who Is the Company Behind DealFlow AI?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 16, 2026