Reviews

monday CRM is a no-code customizable solution built on top of monday.com Work OS. It’s easy to use and helps business owners and sales teams take control of their entire sales cycle on one centralized platform. The system allows you to create boards that organize sales leads, manage their contact information, and communication history to build customer relationships. The CRM smoothly integrates with most work tools including email marketing platforms, communication apps, and invoicing software. This can help streamline workflows and eliminate manual data entry, saving work hours and money for small businesses and solopreneurs. The company also offers a free plan, with limited features, which is a great starting point, and allows you to learn the product. The system’s sales pipeline management solution offers Kanban boards, a popular tool for visualizing workflows. You can create a pipeline board to track leads through different sales funnel stages, prioritize them, and monitor progress toward closing deals. These are just a few of the capabilities that the CRM system offers, helping SMBs and enterprises alike to automate manual work so that they can focus on their customers.

Founded in 2004 by MIT graduate students, HubSpot is one of the leading global companies for inbound marketing and sales tools. The company offers tools and software that help companies with their inbound marketing and sales efforts, manage and optimize campaigns that attract visitors, convert leads, and close customers. HubSpot offers an AI-powered customer hub for an all-in-one front officer customer platform solution. This includes a hub for marketing, sales, service, content, operations and commerce, all in one service.

Pipedrive is a sales-focused CRM founded in 2010 by sales professionals to help teams manage pipelines and automate workflows. While originally designed for CRM, Pipedrive now offers project management capabilities through its Projects add-on, allowing users to track tasks, collaborate, and streamline workflows after closing deals. With offices in New York, Tallinn, London, Lisbon, and Berlin, Pipedrive serves over 100,000 companies across 179 countries, making it a widely adopted solution for businesses looking to manage both sales and projects in one platform.

Smartsheet is a cloud-based work management platform that helps teams plan, track, and manage projects efficiently. Founded in 2006, it combines a spreadsheet-like interface with collaboration, automation, and reporting tools to support businesses of all sizes. Smartsheet is widely used across industries, with over 90% of Fortune 100 companies relying on it for project management and workflow automation. In 2024, the company was acquired by Blackstone and Vista Equity Partners.

Wrike is a cloud-based project management and collaboration platform designed to help teams streamline workflows and enhance productivity. Founded in 2006, Wrike has become a trusted solution for over 20,000 organizations worldwide, offering customizable workspaces, automation, and real-time collaboration tools to keep projects on track. In 2021, Wrike was acquired by Citrix, expanding its capabilities and integration options. With a focus on scalability and security, Wrike continues to support businesses in improving task management, reporting, and team coordination.

miro is a visual collaboration and project management platform that helps teams brainstorm, plan, and manage workflows in one place. Founded in 2011, miro started as RealtimeBoard before rebranding in 2019. Headquartered in San Francisco and Amsterdam, the company serves over 90 million users across 250,000 organizations, including major brands like Nike, IKEA, and Cisco. With an interactive digital whiteboard, teams can map workflows, track tasks, and collaborate in real-time, making it a flexible solution for remote and hybrid teams. miro also integrates with popular tools like Jira, Asana, and Slack, providing a seamless project management experience.

Founded in 2006 by Brian Halligan and Dharmesh Shah, HubSpot is a leading provider of cloud-based customer relationship management (CRM) platforms. Headquartered in Cambridge, Massachusetts, the company offers a comprehensive suite of tools designed to support marketing, sales, customer service, content management, and operations. Their project management tools are advantageous for small business owners seeking efficient and scalable solutions.