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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 threat detection and compliance with AI-driven automations and seamless integration for efficient, proactive security operations.
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 â 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.
Streamlined Threat Management
Easily track security incidents, risk assessments, and corrective actions from a single dashboard.
Automate Repetitive Tasks
No-code automations free up time by handling routine follow-ups and compliance checks automatically.
Centralized Compliance Records
Keep all audit trails, policies, and supply chain data organized and accessible for quicker reporting.
Easy Customization for Security Teams
Quickly tailor workflows and data fields to fit your evolving information security processes.
Most CRMs lack the workflow flexibility and automation needed to handle complex, non-linear, and compliance-heavy processes typical in computer and network security. They often fail to adapt to heavily regulated environments and dynamic operational needs, limiting support for nuanced security workflows and data protection requirements.
âI spend more time updating the CRM than selling.â
âOur CRM doesnât remind me who to follow up with or when.â
âI can't see where deals are getting stuck or why.â
âSales and marketing arenât aligned - I donât know which leads are worth my time.â
The CRM can't adapt to our multi-step, regulated workflowsâeverything feels rigid and manual.
Automation is basic and doesnât account for our complex security protocols and compliance checks.
We constantly struggle with the platform not supporting the non-linear, conditional processes we require.
Data privacy and regulation compliance feel like an afterthought rather than a built-in feature.
Boost threat detection and compliance with AI-driven automations and seamless integration for efficient, proactive security operations.
Teams in the computer and network security industry use monday CRM to centralize workflows, automate repetitive tasks, and enhance client management for streamlined, secure operations.
Client Onboarding & Access Control
Manage new customer onboarding steps and track access permissions to ensure secure implementation and compliance.
Incident Response Tracking
Log and monitor cybersecurity incidents from detection to resolution, ensuring no critical steps are missed.
Sales Pipeline & Lead Management
Centralize leads, automate follow-ups, and visualize sales progress for managed IT and security solutions.
Automated Alerting & Notifications
Set automated alerts for contract renewals, compliance reviews, and incident escalations to reduce manual oversight.
Compliance & Audit Workflow
Track compliance tasks, documentation, and audit cycles, keeping teams aligned and regulatory-ready.
Customer Support Case Management
Organize client tickets, monitor response times, and ensure security issues are resolved efficiently.
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 thatâs easy to use.
Sales leaders
Quickly identify trends and opportunities
Sales leaders
Give your sales team a platform theyâd 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 canât 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 â 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 â 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 itâs summarizing a Zoom call or a contactâs 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 âsearchâ out of âresearchâ
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, â¨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
âIt's customizable to your needs. It's like water. Itâll take its shape and wrap around whatever you need it to do.â
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
âWe 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, âThis is so easy.ââ
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.â
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
âSince 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.â
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.
Whatâs new
Be the first to get the latest on the newest features and updates weâre rolling out on monday CRM.
monday CRM blog
Get the most out of monday CRMâ¨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 does monday CRM protect sensitive client data relevant to our security projects?
monday CRM uses robust encryption for both stored and in-transit data, so your clientsâ confidential information stays secure at all times.
Can we manage access so only authorized team members see certain security-related projects?
Yes, you can set permission levels and user roles to restrict access, ensuring only the right people view or edit specific client or project information.
Does monday CRM support two-factor authentication for our team?
Absolutely, you can enable two-factor authentication to add an extra safeguard for every account on your team.
How does monday CRM help us track compliance tasks for cybersecurity standards?
You can create automated workflows, reminders, and custom boards to ensure every compliance requirement is tracked and completed on schedule.
Is our data on monday CRM regularly audited and protected against unauthorised access?
monday CRM follows strict security protocols with regular audits, dedicated security teams, and access controls to protect your information from threats.
Can monday CRM handle incident response processes and risk management tasks?
With customizable boards and automation, you can track incident response activities, assign action items, and monitor resolution progress in real time.
Does monday CRM help us coordinate with clients or vendors securely on security engagements?
You can securely share relevant updates, files, and progress with external partners through controlled guest access and shareable boards, keeping communications protected.
