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Form format on an RFP template
CRM and Sales

Use an RFP template to receive great bids

When your company has a big project on the horizon and it requires outside vendors, an RFP can help ensure ...

9 min read

Your guide to creating effective customer personas with a template
CRM and Sales

Your guide to creating effective customer personas with...

When done correctly, customer personas create powerful brand messaging by targeting a specific kind of...

9 min read

A simple sales report template to improve your sales analytics
CRM and Sales

A simple sales report template to improve your sales...

Keeping track of your company’s sales performance is crucial. In fact, companies that track objectives in...

11 min read

Pitch deck template for a winning sales pitch
CRM and Sales

Pitch deck template for a winning sales pitch

A pitch deck is key to a successful sales pitch: helping you present your company, product, or idea in a ...

10 min read

crm for nonprofits
CRM and Sales

The best CRM for nonprofits in 2023

Learn why a CRM is a crucial tool for nonprofit organizations to understand/ manage their relationships with...

9 min read

A form in the buyer persona template
CRM and Sales

Discover your market with a positioning statement...

In the next several minutes, you’ll discover how a positioning statement can help boost customer...

9 min read

monday sales CRM Emails and Activities blog cover image
CRM and Sales

Improved email readability, better composer UX,...

You shared your feedback on Emails & Activities and we took note. Thanks to you we’ve been able to make...

3 min read

customer profile template Intake form example
CRM and Sales

Customer profile template to reach your target audience

Successful small business owners and marketing managers share a common understanding — you can’t reach...

9 min read

Sick of starting from scratch every time you create a quote? Speed things up with this price quote template from the team at monday.com.
CRM and Sales

Price quote template for speedy sales processes

Price quotes are an integral part of doing business in many industries. They help communicate pricing...

8 min read

Free sales invoice template — get more done in less time
CRM and Sales

Free sales invoice template — get more done in less...

Invoicing is one of the most important and often time-consuming parts of bookkeeping. But this process, as...

8 min read

client information sheet template
CRM and Sales

Free & easy-to-use client information sheet...

Your client list is growing every day. Celebration time! Yet every name added to the list makes the...

7 min read

monday crm dashboards
CRM and Sales

Land deals with this CRM sales process

A simple Customer Relationship Management system or CRM may seem like the obvious choice to help manage core...

9 min read