The CRM built for marketing agencies
Manage inquires, briefs, pitches, proposals, clients relationships and work - all in one fast, flexible CRM.
The fastest way to turn leads into revenue
.svg)
What can your agency do with monday CRM?
The work your team does every day, made easier, faster, and smarter.
Manage every brief and proposal in one place
Keep inquiries, briefs, RFPs, pitches, and proposals organized in one clean view, so your team can move fast.
Automate everything, so you can move faster
Automatically send personalized emails sequences, assign owners, and set reminders, so your team stays on top of every deal without the busywork.
Let AI handle what your team shouldn’t have to
AI writes follow-ups, summarizes calls, logs details, and surfaces risks and next steps, so your team spends less time updating and more time winning work.
Know what’s moving and what’s falling behind
Track every pitch, deal stage, and client update in one place. Forecast accurately with a clear view of pipeline and performance.
Connect every step
from first brief to long-term client work
.avif)
Run email campaigns - directly from your CRM
Create, launch, and optimize on-brand marketing campaigns, from idea to execution, right where you manage your leads, prospects, and clients.
Hand off work faster without losing context
When a client signs, onboarding plans, communication history, tasks, and campaigns are automatically handed off to the next team.
.avif)
Why is monday CRM better for agencies?
.avif)
Connect all your tools. Sell even faster.
Easily integrate your sales stack to automate tasks, align your team, and create workflows that drive results.
.avif)
.avif)
.avif)
.avif)
Frequently asked questions
Yes. monday CRM supports briefs, pitches, proposals, deals, client communication, onboarding, and post-sale workflows.
Absolutely - customize stages, deadlines, and collaborators.
Yes - all context flows into the client record for onboarding and ongoing work.
Yes - AI writes emails, summarizes calls, enriches records, and flags risks.
Most agencies get up and running in minutes with pre-built templates.
