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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 response with AI-driven automations for smarter, faster security and investigations 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.
Centralized Case Management
All investigations, risk assessments, and sensitive data are organized securely in one accessible platform.
Enhanced Risk Control
Gain real-time insights and proactively manage threats with customizable risk registers and analytics.
Streamlined Compliance
Easily track compliance activities, corrective actions, and HR security tasks to meet industry regulations.
Seamless Team Collaboration
Automated workflows and clear communication channels improve response times and coordination on critical cases.
Most CRMs lack the workflow flexibility, automation, and compliance features needed for complex, regulated investigative processes, making them ill-suited for non-linear, multi-step case management common in this industry.
“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.”
We can’t track all the evidence and steps our cases require.
The system just doesn’t adapt to our non-linear workflows.
Audit trails and compliance documentation are nearly impossible to maintain.
It feels like we’re forcing our processes into a tool that wasn’t made for investigations.
Boost threat detection and response with AI-driven automations for smarter, faster security and investigations management.
Teams in the security and investigations industry use monday CRM to centralize case management, streamline workflows, and boost team collaboration for more effective operations.
Case Tracking & Management
Easily organize, assign, and monitor ongoing investigations, ensuring every case is efficiently handled from intake to resolution.
Compliance & Documentation
Maintain detailed logs, manage compliance requirements, and centralize critical documentation in one secure location.
Client Communication
Keep all client communications, emails, and updates stored for quick access to histories and stronger client relationships.
Process Automation
Automate routine tasks such as reporting, reminders, and data entry to increase efficiency and reduce administrative workload.
Risk & Incident Reporting
Log risk assessments and incident details in real time, enabling rapid response and improved oversight.
Team Collaboration
Facilitate real-time collaboration between investigators, analysts, and support staff for seamless information sharing.
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.
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Email composition
Let AI do the heavy writing
Keep it consistent, clear, and personal with context-specific AI email composition to boost engagement.
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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.
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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.
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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.
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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.
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Frequently ask question
How does monday CRM help manage sensitive client information securely?
monday CRM encrypts all client data both in transit and at rest and uses robust authentication methods to ensure only approved team members can access sensitive information.
Can monday CRM be customized to track investigation cases and team assignments?
Yes, you can easily create custom boards to organize cases, assign investigators, and monitor progress from one central place.
Does monday CRM support compliance with industry security standards?
monday CRM is designed with compliance in mind, offering strict password policies, user access controls, and a security team dedicated to maintaining high standards.
How does monday CRM handle incident response for data breaches?
monday CRM has a dedicated process for monitoring potential threats and responding quickly to security incidents to protect your data.
Can I automate routine investigative workflows with monday CRM?
Absolutely—monday CRM offers automations to streamline repetitive tasks, so your team can focus more on critical investigation work.
Is it possible to control who sees specific information in monday CRM?
Yes, you can set granular permissions to ensure only the right people have access to confidential case files and client details.
How can monday CRM help with tracking regulatory and compliance requirements?
monday CRM allows you to set up boards to monitor compliance tasks, document deadlines, and log audit trails, so nothing falls through the cracks.
