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Nuno Godinho,
CIO at Velv
Luca Pope,
Global Client Solutions Manager at Black Mountain
Kyle Dorman,
Department Manager - Operations, Ray White
Tailored to your teams' needs
monday work management
monday sales CRM
monday campaigns
monday dev
monday service
Move deals faster with the most intuitive CRM - powered by AI and code-free automations.
Boost workplace efficiency with AI-powered automations for streamlined procurement, inventory, and equipment management.
Spend less time updating, more time selling
Automate data entry, reminders, and deal progression so reps stay focused.
Full pipeline visibility
Sales managers and reps can see deal stages, activities, blockers, and revenue forecasts at a glance.
Custom workflows that match your sales process
Whether you're using inbound, outbound, or account-based selling — tailor every step to your team.
Never miss a follow-up
Get smart notifications powered by AI that tell you exactly who to contact and when.
Customizable Workflows
Easily adapt boards and processes to fit your unique sales and supply management needs.
Seamless Inventory Tracking
Track inventory and equipment in real time with customizable templates and automation.
Integrated Customer Management
Centralize all customer interactions and sales pipelines in one place for better engagement.
Powerful Automation
Automate repetitive tasks and reminders, freeing up your team to focus on high-impact work.
Most CRMs lack the flexibility to automate complex, non-linear workflows and do not easily adapt to the highly regulated, multi-stage processes common in business supplies and equipment, leading to inefficiency and gaps in compliance support.
“I spend more time updating the CRM than selling.”
“Our CRM doesn’t remind me who to follow up with or when.”
“I can't see where deals are getting stuck or why.”
“Sales and marketing aren’t aligned - I don’t know which leads are worth my time.”
The system just can’t handle our multi-step order approval process.
We spend too much time trying to make the CRM fit our workflow.
There’s no easy way to track compliance across all our deals.
Customizing the CRM for our needs always requires expensive workarounds.
Boost workplace efficiency with AI-powered automations for streamlined procurement, inventory, and equipment management.
Teams in the business supplies and equipment industry use monday CRM to streamline sales processes, centralize customer data, and automate critical workflows for improved efficiency and customer satisfaction.
Inventory Tracking
Monitor inventory levels and equipment availability in real time, reducing stockouts and streamlining reordering processes.
Lead Management
Track potential clients, manage communications, and automate follow-ups to convert more leads into consistent buyers.
Sales Pipeline Automation
Visualize and automate each stage of the sales pipeline, from initial inquiry through deal closure, ensuring nothing falls through the cracks.
Custom Workflows
Tailor workflows for quotes, orders, and post-sale services to fit unique business processes and boost team productivity.
Performance Analytics
Generate reports and dashboards to analyze sales performance, forecast demand, and drive data-backed decisions.
Centralized Customer Communication
Consolidate customer interactions across channels, creating a single source of truth for relationships and support.
Everything integrated
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every integration you can imagine
Many roles. One CRM.
Business owners
Categorize bugs automatically
Business owners
Manage your entire sales cycle, track client communication, and connect your projects, marketing activities and much more with a CRM that’s easy to use.
Sales leaders
Quickly identify trends and opportunities
Sales leaders
Give your sales team a platform they’d actually want to use, and get a full overview of their sales performance so you can make faster and better-informed decisions.
Sales teams
Hit your goals faster
Sales teams
Spend less time updating information in your CRM and more time out in the field selling. monday CRM automates and optimizes your work, simplifying the admin jobs you can’t stand.
Account managers
Retain customers, beat the churn
Account managers
Easily reference past client communication, monitor account health, and manage client projects with a CRM that empowers you to grow relationships that last.
IT & Ops
Increase efficiency, decrease complexity
IT & Ops
Use one central platform to help your sales team be more productive. Consolidate your tech stack or integrate with your favorite tools – either way, do your thing.
Talk to an expert for enterprise solutions
Manage and control your entire go-to-market cycle from pre-to-post sales – in one place, and benefit from:
- Premium implementation
- Enterprise-grade security
- Advanced permissions
- 24/7 premium support
Talk to sales
Speed up your sales with AI
Call & timeline summaries
Get the short & sweet of it
Whether it’s summarizing a Zoom call or a contact’s activity history, AI generates and logs key details in every timeline.
Get Started
Email composition
Let AI do the heavy writing
Keep it consistent, clear, and personal with context-specific AI email composition to boost engagement.
Get Started
SDR assistant & autofill fields
Take the “search” out of “research”
When new leads come in, AI generates info like an incoming request summary, company details, and even suggested discovery questions.
Get Started
PDF data extraction
All details, no digging
Skim pages in a click with AI that extracts info like contract terms or invoice details directly from PDF documents to shorten turnaround time.
Get Started
Sentiment analysis
Get the bottom line up front
See if a contact is feeling positive, negative, or neutral so you know how to prioritize and approach them.
Get Started
Loved by teams and organizations
Intuitive customization
Flexible yet standardized
Easily build any workflows that match your requirements with a no-code, drag-and-drop interface.
6,970
hours saved per month
Chris Funk
Senior Director of Product Innovation
“It's customizable to your needs. It's like water. It’ll take its shape and wrap around whatever you need it to do.”
Designed with everyone in mind
People love to use it
Onboard your entire organization to an intuitive platform they will love from the first click.
Tom Mitchell
Digital Business Change Manager
“We have digital operations managers who have never touched a capital spreadsheet in their lives, and they absolutely love this. But they look at this and say, ‘This is so easy.’”
Smooth cross-org adoption
Fast time to value
Gain instant value with a platform that is quick to implement and easy to learn.
Anastasia Blaylock
Director of Treasury Management
"Everyone onboarded really, really fast. It's like an iPhone in a way in that you just know how and what you want to do next.”
Intuitive customization
Alignment at every level
Break down siloes with centralized cross-team communication that aligns goals with execution.
6,970
hours saved per month
Sarah Pharr
AVP Marketing
“Since adopting monday.com, our global marketing department has seen a 40% improvement in cross-team collaboration for successful end-to-end campaign planning and execution.”
Nuno Godinho,
CIO at Velv.
Luca Pope,
Global Client Solutions Manager at Black Mountain.
Kyle Dorman,
Department Manager - Operations, Ray White
Resources to hit your goals
The bottom line
Get the unfiltered scoop from sales leaders about how to tackle major challenges with care.
What’s new
Be the first to get the latest on the newest features and updates we’re rolling out on monday CRM.
monday CRM blog
Get the most out of monday CRM to improve efficiency at every stage of the customer journey.
Follow us on LinkedIn
Enter the wonderful world of monday CRM. Get sales tips, to product updates, and more.
Frequently ask question
How can monday CRM help us track orders and deliveries for business supplies?
monday CRM lets you organize orders, monitor delivery status, and track every stage of your supply chain in one place, so your team always knows what’s happening with each customer order.
Can monday CRM help us manage relationships with equipment suppliers?
You can create dedicated pipelines to manage and communicate with all your suppliers, streamlining follow-ups and keeping every supplier detail easy to find and update.
Is it possible to customize monday CRM for our unique sales process?
Absolutely—monday CRM is designed to be easily customized, so you can adjust sales stages, add custom fields, and build workflows that fit your team’s exact needs.
How does monday CRM support quoting and invoicing for bulk orders?
You can set up automations and templates to generate quotes and track invoices, helping you stay on top of bulk order pricing and payment follow-ups with ease.
Does monday CRM help us serve customers after the sale is complete?
Yes, you can manage customer support tickets, schedule follow-up services, and keep track of post-sale requests all in the same system for a seamless customer experience.
Can our sales and warehouse teams collaborate in monday CRM?
monday CRM enables cross-team collaboration by letting sales, warehouse, and support staff share updates, files, and feedback directly on each deal or order.
How does monday CRM help us avoid mistakes like missed orders or double shipments?
Automated reminders and customizable workflows reduce manual errors, ensuring every order is processed correctly and nothing falls through the cracks.
