Do it faster with monday CRM
Speed up your sales cycle with an intuitive, AI-powered CRM that your team will love.
What would you like to manage with your CRM?
Business services
Real estate
Software & IT services
Media & communications
Manufacturing
Financial services
Consumer goods
Healthcare services
Other
Stay one step ahead
with AI
Turn ideas or meeting outcomes into actionable tasks in seconds to automatically move deals forward.
Quickly create any type of email or use smart template suggestions for emails that hit just the right note, every time.
Create polished content for every step of the sales cycle or summarize anything from a call transcript to meeting notes.
Expert or not, craft formulas for even the most complex pipeline reporting needs using your own words.
Stay one step ahead
with AI
Automated task generation
Turn ideas or meeting outcomes into actionable tasks in seconds to automatically move deals forward.
Email composition and rephrasing
Content generation and summarizing
Formula building
Flexible and intuitive
Customize in minutes
to fit your sales cycle
Easily tailor your CRM to work for you, without any development help. Edit deal stages, add as many columns as you'd like, manage multiple pipelines at once, and more.
Automations
Save valuable time with
one-click automations
Close more deals by automating repetitive work. Automatically assign leads to reps, set reminders for upcoming activities, get notified when a lead opens an email, and more.
Emails & activities
Centralize client communication
Communicate efficiently with your contacts by integrating your email. Automatically log sent emails, keep track of interactions, and use personalized email templates to save you time.
Integrations
Integrate in a snap
with all your favorite tools
Bring all of your essential processes and data into monday CRM for your smoothest workflows yet. Who said you can’t have your apps and use them too?
Mobile app
Manage everything,
from anywhere
With a dedicated mobile experience that makes it easy to manage your pipeline on the go, you’ll always be in the loop. Automatically logging calls, checking report statuses, and adding new activity are just a few of the actions that are a click away.
Pre-sales to post-sales all in one place
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails — all from one place.
Manage your post-sale activities in one place, so you can stay on top of client projects, collection tracking, and more.
Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
Lead management
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Deal management
Account & contact management
Post-sales management
Sales operations
monday CRM in action
"I couldn't even comprehend how we would report without monday CRM."
Dominic Harris | Co-Founder
"It is saving us time, it is keeping us organized, and it is working. We are so happy to have found monday CRM."
Lizzie Post | Co-president
“Because monday CRM is much easier to use than our old CRM, it requires less training.”
Luca Pope | Global Client Solutions Manager
"I couldn't even comprehend how we would report without monday CRM."
Dominic Harris | Co-Founder
"It is saving us time, it is keeping us organized, and it is working. We are so happy to have found monday CRM."
Lizzie Post | Co-president
Based on 1,000+ G2 Crowd reviews
Explore more powerful monday.com products
For professionals and teams managing tasks & workflows
Manage tasks and workflows to fuel team collaboration and productivity at scale.
For sales professionals and customer-facing teams
Track and manage all aspects of your sales cycle, customer data, and more in one place.
For product and development professionals and teams
Build agile workflows to drive impact across your product, design, and R&D teams.
Manage tasks and workflows to fuel team collaboration and productivity at scale.
Track and manage all aspects of your sales cycle, customer data, and more in one place.
Build agile workflows to drive impact across your product, design, and R&D teams.
Frequently Asked Questions
- What is customer relationship management (CRM)?Customer Relationship Management is a platform that helps companies manage relationships and interactions with current and potential customers. CRM software helps businesses improve customer relationships by connecting with customers, streamlining activities, and improving retention.
- What is CRM software used for?CRM software can be used to improve every part of the sales process, from pre- to post-sales. CRMs help companies build relationships with their customers by organizing all customer activity, interaction, and information in one place. This means that anyone on the sales team can understand exactly where a relationship stands.
CRMs also help companies optimize processes with automations that reduce manual tasks and keep work moving forward. Plus, integrations operate between the CRM and any external apps or platforms to make processes smoother and more centralized.
Data is also a central pillar for CRMs – they gather lots of data on the sales process, team members, the pipeline, and more. Then, anyone can display the data in many different ways to understand which areas are working well and which need improvement. This offers key insights into how to strengthen any company.
These are just a few of the ways to use CRM software but with a flexible and customizable CRM, the possibilities are endless. - Why use CRM software?A few reasons to use CRM software include:
- Manage lead nurturing - A CRM automates many parts of the process that are time consuming and prone to human error, such as notifying sales reps when they should reach out to prospects, track interactions, and present the customer's journey as a full picture, so reps can make informed decisions on their next move.
- Boost in sales - A CRM helps teams create efficient sales processes, build sales pipelines, automate repetitive tasks, and parse sales data for insights that can increase closed deals. With a CRM, sales teams can create a reliable process to use for any deal.
- Helpful analytics - CRMs don't only collect customer data, they analyze it and present actionable insights so sales teams can tweak and optimize their process as necessary.
- Better customer service - CRMs manage a business's contacts and present important customer information—such as communications across all channels, purchase records, and more—to employees who need it. By easily accessing all relevant customer information, team members can provide a better customer experience.
- What are the different types of CRM?The three types of CRM are Collaborative CRM, Analytical CRM, and Operational CRM. Each type is built for different needs.
Collaborative CRMs for instance, improve the customer experience by making customer information and communications across team members and external stakeholders—like suppliers and distributors— easier.
Analytical CRMs boost customer retention and acquisition by collecting data from different channels (contact lists, email, social media, and more) and making it accessible and actionable.
Lastly, Operational CRMs are built for generating leads and closing deals by automating the repetitive processes such as identifying prospects or forecasting sales. - What makes a good CRM software ?Good CRM software helps you gain visibility into your sales pipeline, collects and qualifies leads from any source, allows you to customize your pipeline, provides a 360° view of your customers, and gives your sales team the tools they need to close deals.
- How does CRM software help my business performance?CRM software helps businesses track and manage every aspect of their sales cycle, customer data, and communications in one place. For example, a CRM could integrate with email, helping teams communicate efficiently with customers.
- What makes monday CRM stand out from other CRM software?monday CRM empowers you to streamline sales activities from pre- to post-sales, creating a comprehensive and frictionless sales cycle.
There are several key elements that set this CRM software apart from others:
Companies can completely customize the look and feel of the platform with flexible column types, detailed subitems, customizable views, robust sorting capabilities, and more.
Extensive automations power processes, reducing time wasted on manual work and freeing up time for more relationship building and selling.
Comprehensive data visualization includes live reports and analytics using prebuilt dashboard and widgets for deep and meaningful insights. This also includes a Kanban view, timeline view, Gannt charts, and headcount planning features.
The low-code/no-code platform means that even non-tech savvy users can jump in and design their own workflows with the intuitive, visual and easy to use interface.
