Free your people to focus on selling and let agents execute work at every stage of your revenue cycle. No implementation. Zero set-up. Just switch-on and go.
.avif)
.avif)
.avif)
.avif)
.png)
.png)
.png)
.avif)
Pre-built for sales reps, marketers, and managers, each agent already knows your deals, contacts, and pipeline before it starts working.
.avif)
.avif)
Finds, enriches, and scores new leads daily based on your ideal customer profile, so your pipeline stays full and relevant.
.avif)
.avif)
Handles outreach and initial qualification so reps only spend time on the high-intent leads worth pursuing.
.avif)
.avif)
Delivers a ready-to-use brief before every call — company intel, talking points, and who's in the room.
.avif)
Delivers a ready-to-use brief before every call — company intel, talking points, and who's in the room.
.avif)
.avif)
Scans your CRM, past campaigns, and market signals continuously to surface the best campaign ideas at the right time.
.avif)
.avif)
From one prompt to a full campaign.Copy, design, and targeting — all handled.On-brand and ready in under a minute.
.avif)
.avif)
Analyzes pipeline health per rep, flags slowing deals, and recommends next steps before anything slips.
Your team runs the deals. Your agents run the work behind them, like logging calls, prepping meetings, updating the pipeline. In the same system, in real time.
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
No code. no developers, no waiting on IT. Build an agent for any workflow your revenue team runs.
.avif)
Build agents for any workflow and any team, in plain language - no code.
.avif)
Connect the knowledge, tools, and skills your agent needs.
.avif)
Watch it go. You approve, it scales.
.avif)
.avif)
No. monday CRM's AI agents are pre-built and ready to activate immediately — no configuration, no implementation, and no IT involvement required. Turn one on and it starts working the same day.
No. You stay in control at every step. Every agent runs on rules you define, includes a review step before it acts, and logs every action in a full activity log. You decide what agents can do, when, and for whom.
Each agent handles a specific job in the revenue cycle: scoring and prioritizing leads, preparing for meetings, following up on stalled deals, logging calls, and updating CRM fields automatically. They work in full context — pulling from your deals, emails, and call notes — directly inside monday CRM.
monday CRM's agents update deal stages, log call notes, and fill in CRM fields automatically after meetings and calls — no manual data entry. Because agents work directly in the CRM and share full context on every deal, updates happen in real time instead of piling up for end-of-week cleanup.
An AI voice agent is software that independently handles call-based tasks — qualifying leads, taking call notes, following up after a call — without a rep manually running the process. monday CRM's Calling Agent is a pre-built AI voice agent that works directly inside your CRM, with full context on every deal before it picks up.
monday CRM's Calling Agent is a pre-built, directly-in-CRM AI voice agent built for lead qualification and outreach calls. It runs on a platform used by 250,000+ organizations, including Fortune 500 companies, and is SOC 2 Type II, HIPAA, and ISO 27001 certified — so reliability isn't a leap of faith.
Yes. monday CRM's Lead Sourcing Agent scores and prioritizes leads as they enter your funnel, surfacing the stakeholders most likely to convert. The Calling Agent then handles qualification calls with full context on every prospect — so reps spend their time on deals that are ready to move, not on manual triage.
No — with monday CRM, there's nothing to integrate. Agents are built directly into the CRM, not connected to it, so they already have full access to your deals, emails, and pipeline from day one. No APIs to configure, no data syncing, no separate AI layer to maintain.
Gong is conversation intelligence only — it doesn't act inside your CRM. Salesforce AI requires months of implementation and runs as a separate AI layer bolted onto the platform. monday CRM was built for AI from the ground up: agents are pre-built, live directly in the CRM, and ready from day one.
Most teams have their first agent running the same day. Agents join your existing boards automatically — no new setup, migration, or onboarding period required.
Yes. monday CRM connects to 200+ tools out of the box, including email, calendar, video calls, and data enrichment platforms. Agents work across all of them without extra setup.
Yes. If you need an agent beyond the pre-built lineup, monday CRM's no-code agent builder lets you create one for any workflow — connect your own tools, define your own triggers and logic, and deploy in minutes.
Yes. monday CRM is SOC 2 Type II, HIPAA, and ISO 27001 certified, and more than 250,000 organizations — including Fortune 500 companies — run on the monday platform.
AI agents are included on monday CRM's Pro plan and above — there's no separate AI add-on and no extra implementation cost. Switch on and start running from day one.
