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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 engagement and results with AI-driven coaching and training automations that accelerate employee growth and organizational success.
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.
Centralized Client Management
Easily organize client details, session notes, and feedback in one hub for seamless tracking.
Effortless Workflow Automation
Automate repetitive tasks like scheduling and follow-ups, freeing up time for personalized coaching.
Customizable for Your Process
Tailor boards and dashboards to fit specific training programs and coaching workflows—no coding needed.
Enhanced Team Collaboration
Share updates, track progress, and communicate on one platform to deliver a smooth client experience.
Most CRMs lack the workflow flexibility and automation needed to support the non-linear, regulated, and multi-step processes common in professional training and coaching, making it difficult to manage complex engagement journeys and compliance requirements.
“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.”
I can’t customize it to match our unique coaching processes.
There’s no way to automate progress tracking for multiple client paths.
It doesn’t support the documentation and compliance steps we require.
Scheduling and follow-up reminders feel disconnected from how we actually work.
Boost engagement and results with AI-driven coaching and training automations that accelerate employee growth and organizational success.
Teams in the professional training and coaching industry use monday CRM to streamline operations, manage client relationships, and automate workflows for greater efficiency.
Lead & Client Management
Easily track prospects, manage client pipelines, and nurture relationships, ensuring no opportunity is missed and follow-ups are prompt.
Scheduling & Session Tracking
Automate scheduling of coaching sessions, monitor attendance, and keep records of client progress for seamless service delivery.
Engagement & Communication
Centralize communications with clients and teams, integrate email, and use automations to streamline follow-ups and reminders.
Performance Analytics
Track key metrics, visualize client outcomes, and generate reports to demonstrate program effectiveness and inform decision-making.
Process Automation
Automate repetitive tasks like onboarding, billing, and session reminders, freeing up time for higher-value coaching activities.
Team Collaboration
Enable trainers and coaches to collaborate on client programs, share resources, and coordinate activities from a single platform.
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
Can monday CRM help me track client progress for multiple training programs?
Yes, monday CRM lets you create customized boards to monitor each client's journey, making it easy to track progress, session notes, and outcomes for every training program.
How does monday CRM support follow-ups and reminders for coaching sessions?
You can automate follow-ups and schedule reminders for upcoming coaching sessions, ensuring you never miss a meeting and stay on top of client communications.
Is it possible to centralize all client information and documents in one place?
monday CRM keeps all client details, session logs, and important documents stored securely in one hub, so you always have what you need at your fingertips.
Can I integrate monday CRM with tools I already use, like email or scheduling apps?
Yes, monday CRM connects with over 200 popular tools, including email and calendar platforms, allowing you to manage everything from one dashboard without extra hassle.
How does monday CRM make it easier to manage group training or workshops?
You can organize groups, track attendance, manage scheduling, and follow up with participants—streamlining every step of running group training sessions or workshops.
Will using monday CRM help me save time on routine admin tasks?
Automations in monday CRM handle repetitive tasks like sending reminders or updating records, freeing you to focus more on coaching and less on admin work.
How easy is it to customize monday CRM to fit my training business’s unique needs?
monday CRM is highly customizable, so you can tailor forms, pipelines, and workflows to match your specific coaching services without any coding knowledge required.
