Small businesses grow faster with monday CRM

Run sales and customer relationships in one place, with built-in AI and no-code automations that help teams move faster and close more deals.

What would you like to manage with your CRM?

Professional services

Real
estate

Software & IT services

Marketing & advertising

Financial services

Healthcare services

Construction

Other

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Trusted by 250,000+ startups and enterprises

monday CRM helps SMBs accelerate growth

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60%

improvement in sales tracking

Technology

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15%

Increase in conversion rate

Professional services

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x18

ROI

Construction

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$250K

Saved yearlyto reinvest

Advertising

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Hours saved  per year

Retail & CPG

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25%

Increase in efficiency

Technology

Everything you need to win, and keep customers

Unified CRM platform

Connect everything in one place, automatically

Unify all your data sources and bring leads, deals, customers, emails, and activity together - so nothing gets missed and your team can move faster every day.

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Lead & pipeline management

Keep deals moving through a clear pipeline

Track every deal from first touch to close in a visual, customizable pipeline. Built-in AI enriches data, prioritizes deals, and surfaces risks and next steps, helping deals move forward instead of stalling.

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Automations & AI

Speed up your sales with AI & automations

Automations and AI handle lead assignment, follow up sequences, activity logging, reminders, emails and calls summary and next steps, to help you save time, and close deals faster.

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Reports & dashboards

Get instant visibility to predict better

Monitor rep performance and your team’s targets with easy-to-customize, real-time dashboards, so you can lead with clarity.

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Mobile app

Manage everything, from anywhere

Enjoy a mobile experience that makes it easy to manage your pipeline on the go. Automatically log calls, check report statuses, and add new activities when you’re enroute, so you can move deals faster.

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Integrate all your tools. Sell even faster.

Easily bring all your sales stack to automate tasks, align your team, and create workflows that drive results.

I absolutely love the emails and activities feature of monday CRM, which automatically tags emails to clients and leads, making tracking incredibly efficient. This automation, combined with the AI features, helps me extract crucial information like follow-up dates and important details effortlessly.

I recommend without hesitation monday CRM, which I have been using for two years to manage my clients and obtain real reporting on my sales pipeline.

I really like how intuitive and easy monday CRM is to use – it’s very visual and straightforward, so our whole team can jump in without much training. I love that we can all collaborate in real time, track every stage of our leads and clients, and see at a glance who’s responsible for what and what’s coming next.

It is the source of truth in our small company. With a team of only 3 people, we work with a minimum number of roughly 60 accounts simultaneously, and we have 100s of clients and contact information to keep track of; monday.com is instrumental in helping our small team operate at a high level of efficiency.

I like monday’s flexibility and automation power: if we spot a recurring task, we can automate it- e.g., a qualified lead automatically spawns a deal, contact, and account, cutting manual entry. The leads/deals structure is clear, with statuses like “live” “qualified” “unqualified” and “lost” that keep focus and follow-ups tight.

I’ve been using monday CRM primarily for sales tracking, client management, and communications, and it’s been a solid tool for keeping everything organized and accessible in one place.

monday CRM keeps our whole team in sync. We can see where every sale stands, who needs to follow up, and when meetings are happening - all in one spot. It’s helped us stay organized and cut the back-and-forth emails and sticky notes. We’re spending less time trying to figure out what’s going on and more time actually getting stuff done.

The integration features are outstanding; we managed to connect monday CRM to our marketing automation platform using the API. As a result, whenever a campaign status changes in monday, it automatically triggers the appropriate sequences in our external systems, removing the need for manual data entry.

The mass email feature is a convenient tool for reaching out to clients and makes communication much easier, as it's already built into the program. Furthermore, I find the system easy to train on due to its simplicity, which enables rapid onboarding for most people.

What I like most is how easy it is to use once everything is set up. The interface is clean, intuitive, and makes day-to-day tasks like updating client info or tracking progress straightforward.

Questions? We’ve got answers

Is monday CRM easy to set up?

Yes. monday CRM is easy to set up, and most teams get started in minutes using ready-made CRM templates and no-code configuration. monday CRM does not require technical setup, IT support, or custom development.

Is this built for small businesses?

Yes. monday CRM is also built specifically for small and mid-sized businesses that need a simple, flexible CRM to run sales without complex administration. monday CRM is commonly used by SMB teams choosing their first CRM or moving beyond spreadsheets.

Can my team actually use this without training?

Yes. monday CRM is designed to be intuitive and easy to use, so teams can start working in it without formal training. monday CRM does not require dedicated admins, consultants, or ongoing technical maintenance for day-to-day use.

How does AI help in monday CRM?

In monday CRM, AI is built directly into sales workflows to reduce manual work. monday CRM uses AI to draft emails, summarize calls and activity, surface key information, and suggest next steps inside the CRM.

Can I automate follow-ups and assignments?

Yes. monday CRM includes built-in automations that handle follow-ups, lead and deal assignments, status changes, and reminders. These automations in monday CRM are no-code and can be configured by business users without technical expertise.

Does it work on mobile?

Yes. monday CRM includes a full mobile app that allows users to manage deals, log activities, update records, and track sales progress from anywhere.

Will monday CRM grow with my business?

Yes. monday CRM is designed to scale with growing businesses. Teams can start with simple pipelines and templates in monday CRM, then add automations, reporting, integrations, and more advanced workflows as their sales process becomes more structured.

Try monday CRM for 14 days free

No credit card needed • Set up in minutes without IT support

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Small businesses grow faster with monday CRM

Trusted by 250,000+ startups and enterprises

monday CRM helps SMBs accelerate growth

Everything you need to win, and keep customers

Connect everything in one place, automatically

Keep deals moving through a clear pipeline

Speed up your sales with AI & automations

Get instant visibility to predict better

Manage everything, from anywhere

Integrate all your tools. Sell even faster.

Connect your entire customer journey to accelerate growth

Questions? We’ve got answers

Try monday CRM for 14 days free