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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 productivity and optimize operations with AI-driven automations that streamline workflows and enhance engineering efficiency.
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.
Easily Customizable Workflows
Teams can tailor boards and automations to perfectly fit any project or process needs.
Centralized Project Tracking
Keep all project data, documents, and communications organized in one accessible platform.
Streamlined Communication
Instant updates and collaboration tools connect office staff and on-site engineers in real time.
Reduced Manual Work
Automations handle routine tasks, freeing up teams to focus on engineering challenges.
Most CRMs lack the flexibility and automation needed for non-linear, compliance-heavy workflows typical in this industry, making it difficult to manage complex, multi-step engineering processes and regulatory requirements effectively.
“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.”
Our workflows are way too complex for these rigid CRM templates.
It just can’t automate the back-and-forth between departments or external partners.
We struggle to track project milestones and compliance steps in one place.
The system wasn’t built for regulated, multi-stage processes like ours.
Boost productivity and optimize operations with AI-driven automations that streamline workflows and enhance engineering efficiency.
Teams in the mechanical or industrial engineering industry benefit from monday CRM by centralizing client, project, and production data to streamline collaboration, optimize workflows, and enhance customer service.
Quote & Proposal Management
Efficiently create, track, and manage project quotes and proposals, ensuring accuracy and quick turnaround for customers.
Workflow Automation
Automate repetitive processes like lead assignment, task reminders, and status notifications to boost team efficiency.
Client & Contractor Relationship Tracking
Keep all contact, communication, and project history organized for seamless interactions with clients and contractors.
Production & Project Tracking
Visualize real-time data on production schedules, inventory levels, and project progress on customizable dashboards.
Integration with ERP & Communication Tools
Sync data with ERP systems, email, and messaging apps to ensure all relevant information is accessible in one platform.
Global Collaboration
Provide a centralized database to support remote and multinational teams, facilitating information flow for international projects.
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 multiple engineering projects at once?
monday CRM lets you organize all your projects, clients, and communications in one place, making it easy to see where every job stands and keep your team aligned.
Can we create and send quotes or invoices to our clients directly from monday CRM?
Yes, you can quickly create custom quotes and invoices using your stored contact and product information, helping you respond to customer requests faster.
How does monday CRM help us avoid duplicate data like repeat client entries?
The system automatically notifies you about possible duplicate contacts or leads and allows you to merge duplicates in just a few clicks.
Is it easy for our sales and engineering teams to access client information from the shop floor or field?
With monday CRM’s mobile access, your team can manage contacts, review project details, and add updates from anywhere, keeping everyone connected even on the go.
Can monday CRM help us automate routine tasks like follow-up reminders or status updates?
Yes, you can set up no-code automations to handle tasks such as sending reminders or updating project statuses, so your team can focus on more critical work.
How can we customize monday CRM to fit our specific processes in mechanical or industrial engineering?
You can tailor pipelines, boards, and workflows to match your sales, production, or service steps, ensuring the CRM fits how your business actually operates.
Does monday CRM integrate with the other tools we use, like Excel or project scheduling software?
monday CRM connects easily with tools like Excel for importing data, and supports many integrations so you can keep your existing systems in sync.
