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In the past, AI primarily focused on data cleanup, lead scoring, and automating repetitive tasks. But times have changed. Today, entrepreneurs, business owners, and industry leaders use AI in SaaS and CRM to help them make smarter decisions, improve customer relationships, and save valuable time on work that once required an entire team.
monday.com is one example of a CRM tool that has made some serious headway and redefined AI for small businesses in virtually every industry. Let’s take a closer look at how the platform has evolved and how you can leverage it to save time and money while ultimately improving your bottom line.
Recently, monday.com introduced monday agents. These are digital teammates you can create in minutes using a no-code builder, and they work for you around the clock. They can assign tasks, update project statuses, and take care of routine work so you don’t have to.
But their real superpower? They see what you can’t. monday agents have the ability to analyze your workflows and find hidden inefficiencies that you might have missed. They can make recommendations that help you become a more productive, profitable powerhouse, without the hassle or high expense.
You can also count on monday agents to understand your team’s unique work styles and share personalized performance insights. They even take on some of the heavy lifting in training and development, helping unlock each team member’s full potential.
For small businesses, the biggest bottleneck is usually bandwidth and monday agents resolve that. “They collapse steps that were once very time-consuming and enable small business owners to do more with less time,” says Jensen Savage, an award-winning business growth strategist and founder of Savage Growth Partners, a full-service marketing firm for service businesses.
When used correctly and combined with the right level of human oversight, agentic AI can help you get more done in less time and turn your CRM from a simple record-keeping system into a powerful execution tool.
Since the inception of the platform, monday.com has prioritized enterprise readiness. These days, the software continues to deliver for enterprise organizations through comprehensive project visibility, enhanced governance, and the ability to manage complicated workflows on a global level.
Enterprise companies are now utilizing the tool to scale with confidence while eliminating inefficiencies and optimizing resources. Pepsi, for example, found that monday.com’s new AI-powered solutions have reduced non-critical tasks by 30% and allowed them to meet 100% of their deadlines.
Five9 is another example of an enterprise company who is using monday.com’s AI-powered workflows to improve efficiency. The cloud contact center software company has cut revenue by 25%. No matter how far-fetched or complex an organization's goals may be, monday.com has the potential to steer them toward success.
monday.com isn’t the only company who has deployed agentic AI. Asana is another CRM platform that recently unveiled AI teammates. They offer enterprise-grade governance and support multiple teams at once, while continuously improving over time.
It’s important to note that while agentic AI can be a real game-changer for small businesses, it does have its limits, just like all types of technology. “Agentic AI isn’t truly autonomous. It still needs guardrails, oversight, and review” says Chris Sorensen, CEO at ARMOR Dial, an AI-powered platform that safeguards reputation and optimizes contact rates for enterprises.
In addition, jumping on the agentic AI bandwagon will likely come with some roadblocks, especially for non-tech first business owners and those who are resistant to change. “My advice would be to start small and automate repetitive, low risk tasks first. It’s also critical to involve the team in setting up workflows so adoption feels collaborative, not top-down,” adds Sorensen.
monday agents work best when your small business already has clear, well-defined processes. As Jensen Savage explains, “Agentic AI amplifies whatever foundation you give it. If your CRM is a mess, AI just automates the mess. The best tip I have is to clean your data and define clear workflows so that when you roll out AI, you're giving it a chance to be truly effective.”
Before adopting agentic AI, take the time to compare different platforms. They’re not all built the same, and what works for one business may not fit another — and that’s okay.
Savage also predicts that the software landscape will soon look very different. Right now, most small businesses use separate tools for CRM, email, project management, and automation. But as agentic AI becomes more advanced, those capabilities will start to merge into a single, unified system. “The winners will be the small businesses that embrace this consolidation early,” he says. “They’ll cut costs, reduce errors, and speed up execution.”
Looking ahead, monday.com may even move deeper into industry-specific AI use cases. Instead of generic automation, future updates could include prebuilt agentic workflows for sectors like professional services, healthcare, or construction. That’s how monday.com could evolve from a flexible platform into an indispensable operating system for small and midsize businesses — and potentially own more of the revenue stack through sales automation, quoting, and even payments.