Best CRM Software - Page 92

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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: 1,664

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: 1,657

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
  • 126,800+ Authentic Reviews
  • 1,657+ 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, 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=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)

Omnichannel CRM

Pragma’s Omnichannel CRM consolidates all customer communication channels — WhatsApp, Email, SMS, VoIP calls, Instagram, and Facebook — into a unified engagement system. Every interaction is mapped to a single customer profile, enabling context-rich support and lifecycle communication. The platform uses real-time channel APIs, automatic conversation routing, and agent load balancing to ensure fast responses at scale. Event-level syncing with order, delivery, and payment systems provides agents with operational context for precise issue resolution. The CRM also supports automation rules, SLA tracking, sentiment tagging, and audit-friendly conversation logs. Its analytics engine captures message metrics, agent performance, intent patterns, and channel efficiency, giving brands complete visibility across the support and engagement stack.

Who Is the Company Behind Omnichannel CRM?

OMNIFIN CRM

OMNIFIN CRM is sales software for freelancers, solo entrepreneurs and small companies that have no dedicated sales manager. Leads, quotes, invoices, contacts and appointments run in a single login instead of being spread across eight separate tools. Most quotes are not lost on price, but because nobody follows up. That is why every lead has a stage and every quote a reminder date. A power dialer works through call lists and writes the result straight back to the contact record. Contracts are signed with eIDAS-compliant electronic signatures, and a B2B lead scraper filters prospects by industry, location and company size. The platform is cloud based, hosted on German servers and GDPR compliant. It is built in Germany by Gjulijano Bajrami, an application developer who has worked in sales for many years and created the software out of his own need.

Who Is the Company Behind OMNIFIN CRM?

Onedery

Who Is the Company Behind Onedery?

  • Seller: Onedery
  • Year Founded: 2021
  • HQ Location: Sacramento, US
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

OneOffice

A unified CRM, Sales, and Expense Management Software that centralizes customer management, lead tracking, sales pipeline, invoicing, expense tracking, and financial reporting in one platform for businesses of all sizes. OneOffice helps you track leads, manage client relationships, send invoices, and stay organized across tasks and projects. It includes tools for multi-currency billing, file sharing, internal collaboration, and team coordination. From client onboarding to inventory and production tracking, OneOffice keeps everything in sync and accessible from any device. Key Features: (Creation) - Manage projects, tasks, leads, clients, and vendors - Handle items, stores, requisitions, RFQs, and purchase orders - Generate quotations, invoices, and delivery challans - Create production templates and manage production orders (Tracking) - Track leads, client interactions, and payments - Monitor stock-in, stock-out, and purchase activities - View order lists and requisition statuses - Track expenses, bills, and financial transactions (Management) - Set up users with custom roles and permissions - Customize branding, time zones, and date formats - Manage inventory, sales, expenses, and operational settings (Accounting) - Maintain client accounts, generate reports, and track income and expenses - Support for multi-currency invoicing and account management (Delivery) - Manage deliveries with linked challans and real-time order tracking - Record delivery status and confirmations Visit OneOffice at: quicklyservices.com/oneoffice

Who Is the Company Behind OneOffice?

  • Seller: Quickly
  • Year Founded: 2019
  • HQ Location: Dhaka, BD
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Onflexa

Who Is the Company Behind Onflexa?

  • Seller: Onflexa
  • Year Founded: 2025
  • HQ Location: Firenze, IT
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Opportunity CRM

Opportunity® combines the power of an intuitive CRM with integrated AI and operational BI. Real-time data, smart automation, and modular flexibility to help your company grow without complications.

Who Is the Company Behind Opportunity CRM?

Opt!

Who Is the Company Behind Opt!?

OptiKratos

OptiKratos is a modern, AI-powered business management platform designed to help growing companies and enterprises gain complete control over their operations through intelligent optimization, automation, and data-driven decision-making. Built with scalability and flexibility at its core, OptiKratos brings together ERP, CRM, analytics, and workflow automation into a single, unified ecosystem—eliminating data silos, reducing operational friction, and improving organizational clarity. From customer relationship management and sales pipelines to finance, operations, inventory, analytics, and automation, OptiKratos enables teams to work smarter, faster, and more efficiently from one centralized platform. Key Capabilities Unified ERP & CRM – Manage customers, sales, finance, operations, and resources in one system AI-Assisted Workflows – Automate repetitive tasks and gain actionable insights Advanced Analytics & Reporting – Turn real-time data into informed business decisions Modular & Scalable Architecture – Use only what you need, scale as you grow Modern, Intuitive Interface – Designed for speed, clarity, and ease of use Role-Based Access & Security – Built for teams of all sizes and structures Who Uses OptiKratos? Startups scaling operations Small and mid-sized businesses modernizing processes Enterprises managing complex, multi-department ecosystems Agencies, service providers, manufacturers, and multi-branch organizations Why OptiKratos? Unlike traditional systems that are rigid and fragmented, OptiKratos focuses on intelligent optimization over brute-force complexity. It empowers leaders with clarity, teams with efficiency, and businesses with strategic control. OptiKratos helps organizations move from scattered tools to structured growth—faster, smarter, and with confidence.

Who Is the Company Behind OptiKratos?

OttoCRM

OttoCRM is a powerful customer relationship management solution designed to simplify sales and customer communication. As a trusted **OttoCRM software company in India**, we offer one connected platform for managing leads, deals, follow-ups, quotations, and customer conversations. The software connects AI, WhatsApp, email, and calendars, allowing sales teams to handle their daily work without switching between different applications. Its AI Copilot lets users ask simple questions and quickly access useful information about leads, deals, activities, and team performance. OttoCRM keeps every inquiry organized with important details such as the lead owner, current status, priority, and next action. Its customizable sales pipeline gives teams a clear view of how each opportunity is progressing. Users can also create branded quotations, add suitable pricing, send proposals, and track their status directly from the platform.

Who Is the Company Behind OttoCRM?

  • Seller: OttoCRM
  • Year Founded: 2016
  • HQ Location: Ahmedabad, IN
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Outperform

OutPerform offers a suite of CRM software solutions, including AI Outreach, AI Agent, and WhatsApp CRM, designed to enhance lead management and customer engagement. Their products cater to various industries such as real estate, insurance, automotive, finance, education, and SMEs, focusing on automating processes and improving communication. The company emphasizes rapid response times and personalized interactions, leveraging generative AI to qualify leads and drive sales success.

Who Is the Company Behind Outperform?

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