The CRM software that's 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 platform?

monday sales CRM software hero
CRM horizontal

Gain visibility into your sales pipeline to boost productivity.

Flexible and intuitive

Customizable to fit your sales cycle

Easily tailor your CRM software 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.
side by side drag
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.
side by side mail integrations
Automations

Save valuable time by automating sales processes

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.
side by side recipe

Get the full picture.
From every single deal to the entire overview.

grid item card

Get an instant overview
of each deal

With a single click, quickly access all the information you need to close deals. View contact details, understand deal
progress, and what needs to be done next.
grid dashboard

Increase visibility with customizable dashboards

Easily build dashboards in real time
with no development help. Gain insights into where deals stand, expected revenue, your team’s performance, and more.

Connect your CRM platform with the tools you already use

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Trusted by 152,000+ customers worldwide

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.
tabs leads
Lead management
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
tabs leads
Deal management
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
tabs Deals
Account & contact management
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails—all from one place.
Contacts
Post-sales management
Manage your post-sale activities in one place, so you can stay on top of client projects, collection tracking, and more.
boards
Sales operations
Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
Sales operations

“monday.com CRM has opened countless doors of opportunities that we never had before.”

Kyle Dorman

Features you'll love

Explore more powerful monday products

monday work-management logo
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Manage tasks and workflows to fuel team collaboration and productivity at scale.
monday marketer logo
For marketing and creative professionals and teams
Manage and collaborate on marketing and creative projects to launch campaigns.
monday sales CRM logo
For sales professionals and customer-facing teams
Track and manage all aspects of your sales cycle, customer data, and more in one place.
monday dev logo
For product and development professionals and teams
Build agile workflows to drive impact across your product, design, and R&D teams.
monday projects logo
For PMO teams and project manager professionals
Plan, collaborate, and execute on every project and portfolio to reach your goals, faster.
monday sales title
For sales professionals and customer-facing teams
Track and manage all aspects of your sales cycle, customer data, and more in one place.
monday work-management logo
Manage tasks and workflows to fuel team collaboration and productivity at scale.
monday marketer logo
Manage and collaborate on marketing and creative projects to launch campaigns.
monday sales CRM logo
Track and manage all aspects of your sales cycle, customer data, and more in one place.
monday dev logo
Build agile workflows to drive impact across your product, design, and R&D teams.
monday projects logo
Plan, collaborate, and execute on every project and portfolio to reach your goals, faster.

Based on 1000+ reviews on G2.com Crowd Reviews

G2 2020 Fall Report Badges

Frequently Asked Questions

Questions?
  • Customer Relationship Management is a platform that helps companies manage relationships and interactions with current and potential customers. A CRM software helps businesses improve customer relationships by connecting with customers, streamlining activities, and improving retention. 
  • A CRM software is used to help companies build customer relationships, optimize processes, increase sales, and strengthen customer service. 
  • A few reasons to use a CRM 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.
  • 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. 
  • A good CRM sales 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.
  • A CRM platform 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.
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