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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: 1,663

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: 1,652

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
  • 125,900+ Authentic Reviews
  • 1,652+ 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, Bigin by Zoho CRM, Close, 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=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign)

RydrexCRM

Streamline your business with RydrexCRM - your all-in-one solution for CRM, HRM, finance, and project management. Centralize workflows, automate tasks, and boost growth effortlessly. Start simplifying your operations today - sign up for a free trial and experience the difference!

Who Is the Company Behind RydrexCRM?

  • Seller: Rydrex
  • Year Founded: 2017
  • HQ Location: Mysore, IN
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Rynxly • The Advanced SIM-Based Calling CRM

Rynxly is a SIM-based Calling CRM designed for sales teams and calling-driven businesses. It connects real mobile SIM calls with a smart CRM system to automatically track calls, manage leads, set follow-ups, and monitor team performance—all from one dashboard. Unlike VoIP-only tools, Rynxly focuses on real call quality, transparency, and productivity, helping teams close more deals with better control and insights.

Who Is the Company Behind Rynxly • The Advanced SIM-Based Calling CRM?

  • Seller: Rynxly
  • Year Founded: 2026
  • HQ Location: NOIDA, IN
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Saleoid

Who Is the Company Behind Saleoid?

  • Seller: Saleoid
  • Year Founded: 2013
  • HQ Location: Boca Raton, US
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Sales Day

Sales Day is a complete, diary-driven CRM for sole traders, individual salespeople and small sales teams. It brings leads, contacts, accounts, deals, tasks and meetings into one clear daily workflow, helping users see what needs attention next, protect every follow-up and keep opportunities moving. Unlike CRMs organised mainly around records and reporting, Sales Day is built around the salesperson’s working day. Its Today and Diary views bring priorities, meetings, tasks and customer commitments together, while Push allows work to be rescheduled without losing its reason, history or accountability. Sales Day includes: • Lead, contact and account management • Visual deal pipeline • Tasks, meetings and follow-ups • Today and Diary planning views • Google Calendar or Microsoft Outlook connection • Push history and accountability • Snapshot and sales reporting • CSV import and export • Separate private workspaces • Team collaboration, shared visibility and management controls Sales Day is designed for people who need the capability of a complete CRM without the complexity and administrative burden of a traditional enterprise platform. New users receive a 14-day trial with full Solo access. No payment card is required and there is no automatic charge when the trial ends. Users can then choose the Solo or Team plan that fits how they sell. Built in Belfast. Designed to make every sales day clearer.

Who Is the Company Behind Sales Day?

Salesfly

Salesfly is a CRM platform designed for sales agents managing multiple mandates and commission structures. The platform centralizes client data, contact details, and visit history in one location. An AI assistant updates client information, appointments, orders, and commissions within the system through voice or text input, reducing manual data entry tasks. The platform includes a Kanban-style pipeline that tracks negotiations from initial contact through contract signature. The integrated agenda organizes appointments and visit routes based on geographic zones and priorities. Geolocation mapping displays client locations and supports route planning across territories. Users can generate quotes with current price lists. The system calculates commissions automatically according to each mandate's specific requirements and bonus thresholds. The AI assistant handles tasks such as adding clients, scheduling appointments, and recording notes. A free trial is available.

Who Is the Company Behind Salesfly?

SalesForge CRM

SalesForge CRM – Leads, Deals & Customers Management for Jira SalesForge CRM transforms Jira into a unified sales and relationship management hub. Designed as a 100 % Forge-native app, it runs securely within the Atlassian ecosystem, so sales and project teams work together—without switching platforms. Key Features & Capabilities Lead & Deal Pipeline Management Track each opportunity through configurable stages, from prospecting to close. Log meetings, calls, notes, reminders, and file attachments in context. Assign stakeholders or tasks to ensure accountability and follow-through. Contacts, Accounts & Customer Records Create and maintain centralized customer profiles in Jira. View contact relationships, deal history, account-level summaries, and all associated activities in one place. Integrated Email & Templates Send bulk or individual emails directly from Jira, with support for saved templates. Connect Gmail, Outlook, or other mail accounts so communication stays linked to leads or accounts. Forge-Native & Secure Data Handling Because SalesForge is built on Atlassian Forge, all CRM data stays inside Jira’s infrastructure—no external database or middleware required. This tightly integrated model ensures familiar workflows, consistent permissions, and reduced administrative overhead. Team Collaboration & Visibility Bridge sales, support, and product teams in one shared environment. Everyone sees the same context, can comment, tag, or annotate, and stay aligned across customer-facing and delivery functions. Benefits & ROI-Oriented Outcomes Eliminate tool switching & data silos. Teams no longer must jump to an external CRM—everything lives in Jira, speeding daily workflows and reducing email/search drag. Improve sales insight & accountability. With lead history, reminders, and deal stage tracking, teams reduce drop-offs and avoid missed follow-ups. Boost data quality & consistency. Since sales records live alongside project tasks in Jira, duplication or mismatch across systems is minimized. Accelerate adoption & reduce training friction. Users already familiar with Jira can adopt SalesForge features faster than learning a separate CRM. Drive compelling ROI. According to industry benchmarks, every dollar spent on CRM can yield ~$8.71 in return. Moreover, organizations that adopt CRM solutions often see a 29 % increase in sales and a 42 % improvement in forecast accuracy, thanks to more disciplined processes and unified data. Differentiators Fully native to Atlassian Forge. Unlike plugins or integrations that store data externally, SalesForge embeds cleanly into Jira, leveraging its native security and permission model. Contextual alignment with project operations. Because it runs in Jira, sales, delivery, and support teams can reference tickets, feature requests, or bugs within the same system. Minimal setup & administrative burden. No need to provision external servers, databases, or complicated integration pipelines—SalesForge is install-and-go. Scalable as your business grows. From small sales teams to cross-functional organizations, Salesforce fits into an Atlassian-centric tech stack without requiring wholesale migration to a new CRM. Value Proposition Summary SalesForge CRM enables teams already working in Jira to manage sales pipelines, customer relationships, and communications—all without leaving Jira. By consolidating CRM functions into the Atlassian environment, it removes context switching, prevents data silos, and aligns sales with product and support workflows. The result: faster adoption, greater visibility, and measurable uplift in efficiency and revenue.

Who Is the Company Behind SalesForge CRM?

Salesgem

Salesgem is a lead management CRM built for small businesses and marketing agencies that generate leads from Facebook, Instagram, and WhatsApp ads. It captures each lead instantly, assigns it to the right rep with rules you set, and notifies them on web and mobile so follow-up happens in minutes, not hours. Beyond capture, Salesgem closes the loop with Meta. Its Conversions API integration sends pipeline outcomes — qualified leads and closed deals — back to Meta using the original lead identifier, so ad delivery optimizes toward the leads that actually convert, not just the ones who fill out a form. Core features include real-time Facebook and Instagram Lead Ads capture, two-way WhatsApp messaging over the official WhatsApp Business API, Meta Conversions API, a visual pipeline (Lead, MQL, SQL, Opportunity, Converted), rule-based lead assignment and routing, task management, team collaboration, and reporting. Agency Mode lets agencies manage multiple client lead flows from one account. Native Android and iOS apps keep reps working leads on the move.

Who Is the Company Behind Salesgem?

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