The CRM that's simple to set up
and easy to use
monday CRM is a fully customizable. dedicated sales platform, No code needed
What would you like to manage with your CRM?
Business
Services
Real
Estate
Software
& IT Services
Media &
Communication
Manufacturing
Financial
Service
Consumer
Goods
Healthcare
Services
Other
Get discounts on enterprise with a monday account
Stay one step ahead with AI
Automated task generation
Turn ideas or meeting outcomes into actionable tasks in
seconds to automatically move deals forward.
Email composition and
rephrasing
Quickly create any type of email or use smart template
suggestions for emails that hit just the right note, every time.
Content generation and
summarizing
Create polished content for every step of the sales cycle or
summarize anything from a call transcript to meeting notes.
Formula building
Expert or not, craft formulas for even the most complex
pipeline reporting needs using your own words.
Why
monday
CRM
Scale opportunities with less effort using AI. From generating meeting action items to writing perfect emails, small moments add up to hours saved for more efficient work.
Scale opportunities with less effort using AI. From generating meeting action items to writing perfect emails, small moments add up to hours saved for more efficient work.
Scale opportunities with less effort using AI. From generating meeting action items to writing perfect emails, small moments add up to hours saved for more efficient work.
Automations
Save valuable time with one-click automations
Close more deals by automating repetitive work. Automatically assign leads to reps, set reminders for upcoming activities, get notified when a lead opens an email, and more.
One place to manage every aspect of the sales process
Lead management
Collect and manage inbound and outbound leads, centralize and qualify every lead in one place, and automatically score them based on custom criteria. Automate follow-ups and use email templates to communicate effectively with leads when they enter your funnel.
Account and contact management
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails—all from one place. Use a visual view to access all past interactions, opportunities, or projects they’re associated with, and more.
Opportunity management
See where opportunities stand with a visual pipeline. Customize your pipeline without the need for a developer, drag and drop opportunities between stages, automate manual work, and track all contact interactions in one place.
Sales forecasting
Keep track of your sales projections easily. Set the deal value and close probability, then leverage reports to track forecast vs. actual sales, and drill down forecast by month, sales rep, or any other criteria.
Real-time tracking and reporting
Increase visibility with customizable dashboards that instantly report your most important numbers and status updates.
Manage your team’s funnel and quota attainment over time. Use advanced analytics to gain insights into your team’s performance and activities, pipeline and revenue, expected collection, and more.
Where you and your
customers come together
Capture and import leads, unify deal and contact information, centralize communication by integrating your Gmail or
Outlook, record every interaction with customers, and build lasting relationships–all on one customizable platform.
Lead management
Account & contact management
Opportunity
management
Sales Forecasting
Post-sales
Sales Operations
Sales Analytics
Team Goals
Take your team and customers far beyond the initial sale
Post-sales
Account management
Track the onboarding progress of your clients and manage renewals.
Client projects
For every won deal, manage and track your client projects: calculate billable hours, send quotes, and collaborate with stakeholders across all teams.
Collection tracking
Track your client collection status, get an overview of the expected collection, and easily spot where to put your attention.
Sales operations
Headcount planning
Plan, track, and manage your hiring process to meet your goals on time.
Sales team onboarding
Plan and run a smooth onboarding process for every new rep on your team.
Documents for Sales
Create a library of all the documents you need to close deals, including legal, security, financial, and more.
Legal and security requests
Work with your legal and security teams in one secure place to review and update contracts and statuses.
for your team?
Get tailored advice on your workflow and tech stack, and help deciding on the best plan for your team.
Hear from our Clients!
We pride ourselves in working with the best of the best.
Check out some of our client reviews to see what they have to say about our work.
"Keenan was a joy to work with. He's quick, responsive, and creative in coming up with solutions and workarounds to unique needs. He also took the time to explain to me how he was building each feature so that I was empowered to change and fix on my own as necessary. I can't recommend him enough!"
"Keenan was a joy to work with. He's quick, responsive, and creative in coming up with solutions and workarounds to unique needs. He also took the time to explain to me how he was building each feature so that I was empowered to change and fix on my own as necessary. I can't recommend him enough!"
"Keenan is a wonderful listener and great brainstorming partner who has plenty of integration and automation expertise. I'm so grateful to him for helping me think through workflows and efficiency pipelines, and then teaching me how to implement them. "
"Keenan is a wonderful listener and great brainstorming partner who has plenty of integration and automation expertise. I'm so grateful to him for helping me think through workflows and efficiency pipelines, and then teaching me how to implement them. "
"Very knowledgeable on the Monday.com platform. Worked through several projects and added value with his depth of understanding."
"Very knowledgeable on the Monday.com platform. Worked through several projects and added value with his depth of understanding."
Drop us a message!
Have questions or need assistance? We’re here
to help! Fill out the form below, and our team will
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