Tailored to your teams' needs
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PricingContact salesLog in
PricingContact salesLog in
One platform that connects every stage of the revenue cycle — powered by AI that completes the work behind every deal and gives leaders the clarity to lead.
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Build automated workflows that trigger across every stage of the revenue cycle - from lead routing to deal handoffs to onboarding.
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Sidekick has full context of your CRM — your deals, contacts, pipeline, and history. Ask it to surface at-risk deals, generate emails, create reports, or update the CRM.
AI joins your calls, transcribes conversations, detects next steps, and syncs everything to your CRM automatically. No manual updates. No lost context.
AI joins your calls, transcribes conversations, detects next steps, and syncs everything to your CRM automatically. No manual updates. No lost context.
Every call, email, meeting in one centralized place so AI surfaces summaries and opportunities in seconds.
Stop losing details in the handoff. AI-summarized sales context flows right into your client records, ensuring your onboarding and ongoing projects stay perfectly aligned from day one.
One workspace for every deal. AI syncs the final terms and flags revenue risks before they hit your forecast, so you’re never caught off guard at month-end.
“Now we have a lot less data, but it’s quality data. That change allows us to use AI confidently, without second-guessing the outputs.”
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“The way you can integrate monday CRM with monday work management is the smartest thing that we’ve done.״
“Without monday CRM, we'd be chasing updates and fixing errors. Now we're focused on growing the program — not just keeping up with it.”
“We just weren't getting value from our old CRM. Withmonday.com, it's a thousand times better.”
Sensitive pipeline data, customer records, and revenue insights are protected with advanced encryption, SSO, and access controls built for enterprise requirements.
monday CRM is ISO/IEC 27001 certified and SOC 2 Type II compliant — with GDPR alignment, HIPAA-ready controls, and data residency options for global teams.
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Granular permissions, audit logs, and role-based access let IT and RevOps define exactly who sees what — so sensitive data stays protected as your team grows.
monday's AI operates within your security perimeter — with full transparency into how AI accesses your data, model usage controls, and governance standards.
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