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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 efficiency and quality with AI-powered automations streamlining design, production, and supply chain 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 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.
Real-Time Production Tracking
Gain instant visibility into every order and production stage, minimizing delays and bottlenecks.
Centralized Data Management
Store all formulas, production data, and client communications in one easy-to-access platform.
Automated Workflows
Reduce manual entry and repetitive tasks with simple, no-code automations tailored to your workflow.
Enhanced Compliance and Traceability
Maintain GMP and ISO compliance with full traceability and detailed asset tracking built into every process.
Most CRMs lack the flexibility and automation to support complex, non-linear, and highly regulated processes typical in this industry, failing to handle multi-step workflows and unique compliance 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
We canât automate our custom workflows or track multipart projects in this system.
Itâs too rigid for our non-linear sales and engineering cycles.
There arenât enough options to handle compliance documentation and signoffs.
Our teams waste hours duplicating data across separate systems.
Boost efficiency and quality with AI-powered automations streamlining design, production, and supply chain management.
Teams in the electrical and electronic manufacturing industry use monday CRM to centralize workflows, automate processes, and enhance collaboration for greater efficiency and growth.
Sales Pipeline Automation
Automate the tracking of leads, quotes, and deal progress to accelerate sales cycles and reduce manual workload.
Production & Workflow Management
Streamline production schedules and process management, reducing delays and improving resource allocation.
Custom Dashboards & Reporting
Visualize real-time performance metrics, inventory levels, and sales data for smarter, data-driven decisions.
Team-Client Collaboration
Enhance communication and project tracking with customers and contractors for more transparent service delivery.
Automated Reminders & Notifications
Set up alerts for critical tasks, deadlines, and follow-ups to minimize errors and keep projects on track.
Integration with Key Tools
Connect with tools like Gmail, Slack, and ERP systems to centralize all client, production, and communication data.
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 can monday CRM help track orders and shipments in our manufacturing process?
monday CRM lets you monitor orders and plan all shipments in one place, with features like QR code tracking to see exactly where your goods are at any time.
Can we manage both our customer relationships and production schedules together?
Yes, monday CRM allows you to customize workflows so you can handle customer follow-ups, production timelines, and order updates all on a single platform.
How does monday CRM help us reduce manual data entry?
With easy automations and integrations, monday CRM can import data, update records automatically, and send remindersâmeaning much less manual typing for your team.
Can we customize monday CRM for our complex sales and production pipelines?
Absolutely; you can quickly tailor your pipelines, deal stages, and dashboards to fit your unique sales process and production flowâno technical expertise needed.
How does monday CRM improve communication with our clients and field teams?
It provides a central hub where you can easily share updates, answer questions, and give clients and field teams real-time visibility into project progress.
Is it possible to ensure compliance and traceability with monday CRM?
Yes, monday CRM supports full traceability for orders, inventory, and equipment servicing, helping you stay compliant with industry standards.
What reporting features does monday CRM offer for manufacturing businesses?
You can build visual dashboards to track sales, production metrics, inventory levels, and team performance, giving you instant insights for better decision-making.
