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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)

Every

Every is an AI-native CRM and client-operations platform for freelancers, consultants, creators, agencies, and small service teams. It helps businesses find warm opportunities from relationship context they choose to connect or import, review why each lead fits, manage pipeline and clients, draft proposals and invoices, collect Stripe payments, track expenses and time, and work with Every Agent across web, iPhone, email, ChatGPT, Claude, Slack, and the CLI. Important external sends remain under user control. Every is not a cold-contact database, accounting ledger, e-signature platform, or appointment-booking product.

Who Is the Company Behind Every?

  • Seller: Every AI
  • Year Founded: 2025
  • HQ Location: Toronto, CA
  • Twitter: @tryeveryai
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Everything Portal

Everything Portal is a CRM and business portal built around one idea: your apps should connect directly, without a middleman. Most small businesses pay for a CRM and then pay again for Zapier-style middleware to move data between their email, website and other software, with per-task fees, delays and steps that quietly fail. Everything Portal connects straight to Microsoft 365 and Outlook, Gmail and Google Workspace, website forms and your own software through signed webhooks and a REST API. Every webhook delivery is logged and retried automatically, and custom direct connections are built for other systems, such as EHR and accounting software. Once the data is in, the same portal runs the rest of the business. Contacts and companies keep every person's history, notes, tags and custom fields on one page. A shared inbox threads email by customer and sends from your own domain. Sales pipelines, booking pages on your own web address, tasks and automations handle the day-to-day follow-up, so nobody has to remember the next step. Invoices show when they are opened, viewed and paid, with partial payments and reminders. Documents can be signed from any phone, with a certificate of who signed, when and from where. Teams see how they are doing through dashboards, reports, monthly goals and website analytics that link each new lead to the visit it came from. Team chat keeps conversations next to the work, and an AI assistant answers questions from the business's own records and drafts tasks and emails to confirm. Each portal speaks the business's language. Nine industries have a ready-made setup, including medical and wellness, legal, home services and real estate, and a setup can be built for any other industry, with its own names for people and work, pipeline stages and fields. Agencies can run every client from one login under their own brand: their app name and logo in the app and on emails, booking, invoice and signing pages, and their own web address for the login page. Every plan includes every feature, with no add-ons and no per-feature or per-task fees.

Who Is the Company Behind Everything Portal?

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

Exact for CRM

Who Is the Company Behind Exact for CRM?

  • Seller: Exact
  • Year Founded: 1984
  • HQ Location: Delft, ZH
  • Twitter: @Exact_NL
    13,163 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,754 employees on LinkedIn®

ExecCortex

ExecCortex is all in one business software for small and growing companies. Instead of a CRM, a project tool, an invoicing tool and a payroll tool that each hold their own copy of a customer, ExecCortex is 10 apps that write to the same records: one staff list, one company record, one document library. Switch on only what a team needs: CRM, project management, invoicing with payslips and expenses, HR, marketing, e-commerce store sync, asset management, accounting and point of sale. Each app works on its own, and an app you have not enabled is not in the menu or on the bill. The free plan needs no card and does not expire. Apps are priced per workspace, and any single limit can be raised with a capacity pack instead of a bigger plan. AI assistants draft the work and a person approves it. Roles control every app, module and action, and sensitive data is encrypted at rest.

Who Is the Company Behind ExecCortex?

Expedify

Expedify — the CRM that thinks, talks, and acts Your CRM shouldn’t need a babysitter. Expedify is an AI-first, chat-native system that does the work for your team—following up, personalizing outreach, and turning data into decisions in real time. It connects sales and marketing in one living workspace so your pipeline moves without nudges or spreadsheets. What Expedify does (so you don’t have to) Unifies sales + marketing: One source of truth across leads, interactions, and journeys; cross-channel analytics marry your CRM data with campaign performance for immediate clarity. Launches journeys that run themselves: Orchestrate WhatsApp, SMS, email, and calls from a single visual builder—spin up outreach in minutes and let it run on autopilot. Agentix, your AI teammate: Context-aware agents make calls, send tailored follow-ups, draft smart copy from buyer history, and can be customized for any use case. There’s genuinely an agent for that. Chat with your data: Ask “plain-English” questions about your pipeline and act instantly—no dashboards to hunt, no reports to wait on. Simple, chat-first UI: Recruit or build agents in a visual agent builder; most work can happen in chat so teams ramp fast without heavy training. Why it’s different No CRM chores: Expedify removes manual logging and reminder-hunting. Follow-ups fire before your reps think to ask, and content adapts on the fly. The result: speed, consistency, and fewer dropped balls. Automation without the headache: Classic “if-this-then-that” rules evolve into agentic workflows that reason about the next best action—so you automate what should be automated and keep humans on high-leverage decisions. Proven by teams that scale: 9+ years, 300+ clients, 100+ experts across BFSI, education, healthcare, real estate, auto, and FMCG means battle-tested foundations with modern AI on top. The vibe (and the value) No fluff, no tool sprawl, no “please update the CRM.” Just answers when you ask, campaigns when you need them, and a system that quietly keeps your pipeline warm. If you’ve ever wished your CRM worked for you—not the other way around—this is that moment. Book a quick walkthrough and feel the AI do the heavy lifting.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Expedify?

  • Seller: Expedify
  • Year Founded: 2016
  • HQ Location: Gurgaon, IN
  • LinkedIn® Page: www.linkedin.com
    51 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Expedify?

Experience CRM

Experience CRM is an all-in-one customer relationship management platform designed specifically for hotels and restaurants. It centralises guest data, automates personalised communications before, during, and after the stay, and enables teams to better manage guest loyalty and online reputation. The goals ? Deliver a more personalised guest experience, increase direct bookings, and build long-term customer relationships.

Who Is the Company Behind Experience CRM?

Exxas Cloud Business Platform

Exxas ist die Cloud Business Plattform für KMU, die eine ganzheitliche und integrale Lösung für ERP, CRM, Projekt- und Servicemanagement, Teamarbeit, Warenwirtschaft, HR und Finanzen suchen. Unternehmen haben mit Exxas eine ganzheitliche Plattform, um die besten Kundenerlebnisse zu schaffen und die Abläufe in der eigenen Organisation effizient zu gestalten. Die Exxas-Plattform bringt das Beste aus Dienstleistungs- und Vertriebsunternehmen hervor, indem sie eine einzige digitale Arbeitsumgebung bereitstellt. Mit allen Bereichen für das operative Geschäft.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind Exxas Cloud Business Platform?

  • Seller: Exxas AG
  • Year Founded: 2011
  • HQ Location: Schlieren, CH
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Do G2 Reviewers Say About Exxas Cloud Business Platform?

AI-generated summary from verified user reviews

Pros
  • Users value the flexible and scalable ERP capabilities of Exxas Cloud Business Platform, enhancing their business processes effectively.
  • Users appreciate the flexible and scalable integration of Exxas Cloud Business Platform, enhancing core business processes effectively.
  • Users value the flexible scalability of Exxas Cloud Business Platform, supporting various operational needs effectively.
  • Users value the seamless integration of Exxas Cloud Business Platform, enhancing efficiency across various business processes.
  • Users value the flexible and scalable system integration of Exxas Cloud Business Platform, enhancing their operational efficiency.
Cons
  • Users find the incomplete information challenging, leading to a longer setup time and a steep learning curve.
  • Users find the insufficient guidance challenging, making adoption and setup more time-consuming than necessary.
  • Users find the learning curve challenging due to a less user-friendly interface and slow onboarding processes.
  • Users find the interface not user-friendly, citing difficulties with configurations and inadequate documentation for onboarding.
  • Users find the time-consuming setup of Exxas Cloud Business Platform hampers efficiency and slows down onboarding.

What Are Recent G2 Reviews of Exxas Cloud Business Platform?

Eywora

B2B Commerce Search & Product Intelligence for complex catalogues, so customers find what they want to buy. Eywora is a search and product intelligence platform for online shops with large, complex catalogues. It is built for B2B merchants, wholesalers, manufacturers and growing B2C retailers who sell thousands of products with many variants, technical attributes and industry-specific terms. Eywora replaces the standard shop search with fast, AI-powered search that understands what buyers mean, not just what they type. It also gives you the data and tools to keep improving your catalogue and your conversions. THE PROBLEM In complex catalogues, search is where sales are won or lost. Buyers search with part numbers, abbreviations, synonyms, spelling mistakes or simply different words than the ones in your product data. Standard shop search returns nothing or the wrong products, and the buyer leaves or calls your sales team. At the same time, most shops have no clear view of what their customers search for, what they don't find, or which product data is missing. SEARCH THAT UNDERSTANDS YOUR CATALOGUE - Instant search with autocomplete: results appear while the buyer is still typing. - AI semantic search: Eywora understands the meaning of a query and finds relevant products even when the buyer uses different words than your product data. - Faceted filtering: filters for brand, size, material, technical attributes and more are built automatically from your product data. - Variant handling: sizes, colours and configurations are grouped. The variant that best matches the query is shown, with the right image and link. - Image search: buyers can search with a photo instead of words. - Guided search: step-by-step product finders that lead buyers to the right product, even when they don't know the exact product name. - AI shopping assistant: answers buyer questions and recomme salesperson in the shop. FULL CONTROL OVER RESULTS - Synonyms for industry terms, abbreviations and customer la - Boosting rules to push brands, margins or stock items up t - Pinned results for important queries - Redirects from search terms to categories, landing pages o - Excluded terms and products - Promotional banners and content elements inside the search PRODUCT INTELLIGENCE - Product Health: Eywora checks your product data for missins, such as missing images, descriptions or attributes. Corrections can be pushed back to your shop system. - Search analytics: top searches, searches with no results, ions and revenue generated through search. - Personalisation: results are re-ranked in real time based the current session. - Recommendations: best sellers, related products and other real shopper behaviour. - Statistics API: connect search data to your own BI tools. BUILT FOR B2B AND GROWING SHOPS - Handles large catalogues with tens of thousands of product - Multiple languages, storefronts and search indexes per pro - Shop-specific customer identities for B2B accounts - Team access with roles and permissions - Search stays online during full catalogue updates: new datlete, successful update. EASY INTEGRATION Eywora connects to the shop system you already use: - Shopware 6 plugin - Shopify app - JTL-Shop plugin - WooCommerce plugin - Websale connector - Product feed import (CSV, XML) and a REST API for any othe The search widget is installed with a single script. No themproject are needed. Product updates in your shop reach the search automatically. PRIVACY AND SECURITY Eywora is GDPR-compliant. Visitor IP addresses are only usednever stored. Bot protection keeps fake traffic out of your search and your analytics. FOR WHOM - B2B shops, wholesalers and manufacturers with technical, c - Retailers with many product variants - Shops that want to know what their customers search for an - Agencies that implement search for their shop clients WHY EYWORA Better search means more buyers find the right product, feweewer calls reach your sales team. Eywora turns your searchbox into your best salesperson and shows you exactly where y Eywora: so customers find what they want to buy. --- Check these lines against what's actually live before you pu - Plugin list: remove WooCommerce if the plugin isn't public - "Tens of thousands of products": keep this only if it matcps include a 7000000-product tier. - Hosting: I left out "hosted in Germany" because I haven't it's true; it's a strong point for DACH B2B buyers.

Who Is the Company Behind Eywora?

Fans-CRM

Fans-CRM OnlyFans App For Creators Our OnlyFans software solution designed to maximize creators earnings. [h2]OnlyFasn app for creators and agencies combines: [/h2] [h3]OnlyFans Analytics[/h3] We’re all unique, in our strengths and weaknesses. This is especially true for creators, each with their unique genre, communication style, and content-selling approach. In the quest to provide the best user experience to fans, it’s challenging to track all analytics and see the big picture. But don’t worry, we’ll gather everything for you: from average pay-per-view (PPV) and tips to the lifetime value (LTV) of users, best-performing genres, the type of content that converts best for you, and much more. [h3]Fans Metric[/h3] One of the most crucial things you should do is create strong relations with your fans, following our research with top agencies and creators. It’s impossible to achieve this if you don’t know anything about them and can’t recognize each fan quickly. With our user profiling, you’ll access essential metrcis such as bio, preferences, occupation, family status, and anything else you consider important for each fan.” [h3]OnlyFans software for agencies [/h3] You can manage the roles and permissions of each of your collaborators and employees. For larger agencies, there is a need to manage teams as separate organizations. Fans-CRM provides this option, allowing you to view the performance of each team and track the last activity time of each team member, regardless of their team. If you need additional support with management, you can add more admins.

Who Is the Company Behind Fans-CRM?

FastestCRM

FastestCRM is an AI-powered, cloud-based CRM solution specifically designed for startups, small businesses, and growing sales teams who need a lightweight and efficient alternative to complex legacy systems or manual spreadsheets. It focuses on speed and clarity, providing a mobile-first interface that enables sales representatives to manage leads and close deals without administrative friction.

Who Is the Company Behind FastestCRM?

FastEstimateMaker

FastEstimateMaker is estimating, invoicing and customer management software for solo contractors and small crews who run their business from a phone. Speak, type, photograph or forward the job, and the AI builds a branded, line-item estimate in about 60 seconds. Your customer signs it on their phone, pays online, and gets a Google review request once the invoice is paid. How it works 1. Describe the job by voice, text, a job-site photo, or a forwarded customer email. 2. The AI drafts the line items, quantities, tax, appointment time and customer details, matched to your own price book. 3. Review it, adjust anything, and send it by text, email, QR code or link. 4. See when the customer opens it. They accept and e-sign, or decline with a reason, from any phone. 5. Turn it into an invoice, collect a deposit or a payment schedule, and get paid by card, PayPal or Venmo. 6. Paid invoices sync to QuickBooks Online or Wave. Solo plan - $29.99/month - AI estimates from voice, text, job-site photos or forwarded emails, with trade-aware line items - Price book, service packages, optional add-ons the customer can choose, and live local material pricing - Branded PDF estimates and invoices - Text and email delivery with view tracking, plus alerts when a client opens, signs or pays - AI-written follow-up messages on a schedule you set - E-signature with a signature certificate, and contract templates with your own terms - E-signed change orders that update the open invoice - Pre-job walkaround: before photos your customer signs off on - Customer portal with estimates, invoices, payments, signatures and job photos in one place - Deposits, payment schedules, recurring invoices and service plans, and automatic payment reminders - Online payments through Stripe, Square, PayPal and Venmo - Job costing with receipt and supplier-invoice scanning, and true margin per job - Repeat-customer CRM and lead pipeline with notes and tasks - Online booking page with Google or Zoho Calendar sync - Automatic Google review requests after payment, plus review QR codes and printable cards - NOAA hail history reports for any customer's address - QuickBooks Online and Wave sync Canvass plan - $59.99/month, plus $19.99/month per sales rep Everything in Solo, plus: - Door-to-door canvassing map with offline door logging and photos - Sales territories drawn on the map and assigned to reps - Storm alerts when NOAA logs hail in your territory, with NOAA storm reports and radar hail on the map - Past-customer hail alerts - Address-list import, CSV export and route optimization - Rep logins under your brand, manager rollups, a rep leaderboard, and commission tracking on collected payments Off-Season plan - $5/month For seasonal trades: your customers, job history, booking page and open invoices stay live, and you resume in one tap. Who it's for Solo contractors and small crews in roofing, painting, landscaping, lawn care, plumbing, electrical, HVAC, fencing, pressure washing, cleaning, pest control, handyman work, gutter cleaning, snow removal, deck building and more. Free trial Your first 3 estimates are free, with no time limit and no credit card required. Canvassing is free for 14 days from the first time you open the canvass map. No contracts, cancel anytime. Integrations Stripe, Square, PayPal, Venmo, QuickBooks Online, Wave, Google Calendar, Zoho Calendar and Google Business Profile. Works in any phone or desktop browser, with no app to install. Get started: https://fastestimatemaker.com Built by a contractor who got tired of losing jobs to slow estimates.

Who Is the Company Behind FastEstimateMaker?

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