The CRM platform that is simple
to set up and easy to use
monday.com lets you handle all your work in one place.
What would you like to manage with your CRM?
Build your dream CRM
Customize your CRM solution by using ready-made templates or easily tailor any sales pipeline, workflow, and process you need to drive real business impact.
Flexible drag-and-drop interface
Custom automations
Powerful integrations
Industry-specific templates
Manage the entire customer life-cycle in one place
Pre-sales to post-sales on a single platform
Run every aspect of your business using monday.com Work OS and get a 360° view of every customer. Capture and connect your leads to marketing activities, track and win deals, then manage onboarding, client projects, customer support, and more.
Stay aligned at every stage
of your pipeline
Visualize everything at a glance
Monitor sales team activity, easily track the status of all deals, and effectively manage sales rep capacity.
Stay connected while on-the-go
Take your deal flows with you to improve response times. Work anytime, anywhere with our mobile app and offline mode.
Centralize all your customer data
Manage all interactions, emails, contact info, and related documents in one organized communication hub.
14-day free trial | No credit card needed
Connect your CRM with the tools you already use
Aircall
Make and receive calls
Make, receive, log and manage sales calls, see contact info as a call starts, and access call history and notes in a snapshot.
PandaDoc
Manage all documents
Streamline how you use documents—create, send, and track documents directly from your CRM.
Gmail
Sync and manage emails
Connect your Gmail account to send and receive emails, and track client communication in one place.
Facebook Ads
Capture leads from campaigns
Collect and manage every lead from your Facebook Ads campaigns directly into your CRM.
“Our business development team can now send hundreds of emails a day directly (and automatically) from our CRM without lifting a finger. monday.com CRM has opened countless doors of opportunities that we never had before.”
Kyle Dorman | Operations Department Manager | Ray White
Get started in minutes with our ready-made
CRM and Sales templates
CRM
Effectively capture leads, track sales pipelines, and manage contacts. Easily forecast revenue, generate insights, and learn where to focus your efforts.
Supporting sales materials
Create a centralized place for all sales materials: case studies, brochures, decks, and more. Track new content creation and alert sales reps when docs can be shared.
Contacts
From company details to your next interaction– manage your contact information in one secure place so you can stay up-to-date with all your deals.
Join over 100,000 top organizations using monday.com
Frequently Asked Questions
Can I capture leads using monday.com?
Absolutely– embed our customizable contact forms on your website or landing pages for instant lead capturing that integrates directly with monday.com.Am I able to import my existing data?
Importing data is easy with monday.com– use Excel/CSV files, Google Sheets, Asana, Trello, Basecamp, Zendesk, and more to easily migrate your data.Which pricing plan is right for me?
Pricing depends on a few factors: the number of users you'd like to add to your account, the features you need, and your billing cycle. Check out which CRM features are available on each plan on our pricing page, or reach out to our sales team.How do I get started with setting up monday.com?
Once you sign up, simply access the templates store and select the best templates for your team. Setup is fast and intuitive, and if you need help, we offer offer 24/7 support, live and on-demand webinars, a comprehensive Knowledge Base, a YouTube channel, and a rich and interactive monday.com community where users can learn and share best practices.What integrations are available?
From Gmail and Zendesk to Salesforce and many more, we offer a wide range of integrations so that you can effortlessly connect the tools you already use and have all your work seamlessly organized and connected in one place. See all available integrations here.Does monday.com include automations?
Yes, automations and integrations are included on the Standard plan and up. From notifying the sales team when a new lead is qualified, to sending out customized emails at specific times, the options are endless. Learn more about automation actions.Can I generate reports using monday.com?
Yes! Easily generate, share, and download reports using current and imported data. Customizable dashboards also help you instantly visualize everything: from which agent is bringing in the most sales to your top-selling product of the month, forecasted revenue, and more.Do you have mobile apps?
Yes, the platform is available on both IOS and Android devices. Access your monday.com CRM by downloading them from the Apple or Google Play Stores.Does monday.com offer plans to nonprofits and NGOs?
monday.com is a proud supporter of organizations that do great things around the world. That’s why we offer discounted pricing for qualified nonprofit organisations. Click here to find out more about our nonprofit plan and pricing.
monday.com CRM for enterprises
A fully scalable, flexible, and secure Work OS
built to drive real impact from your CRM and Sales efforts.
built to drive real impact from your CRM and Sales efforts.