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The AI revenue platform that runs your entire customer lifecycle — AI automatically keeps data accurate, deals moving, and revenue forecasts on track.
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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.
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Your CRM data is already there. Vibe turns plain text into a working app connected to your live pipeline — like a win/loss tracker, a commission calculator and more.
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AI agents source, qualify, and engage leads around the clock — delivering discovery-ready opportunities directly to your reps' calendars without adding headcount.
Every call, email, meeting in one centralized place so AI surfaces summaries and opportunities in seconds.
Run targeted campaigns and nurture sequences connected directly to your CRM pipeline — so marketing and sales always work from the same data.
When a deal closes, full context stays on the same platform and flows instantly into onboarding and delivery. No re-discovery. No starting from scratch.
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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.
Connect the tools your revenue team already uses and unlock AI-powered workflows across your entire stack.
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monday MCP opens your CRM data to any connected tool, agent, or AI system in your stack — so every platform your team uses can read and act to update your revenue data in real time, without manual syncing or context switching.
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Build custom connections, automate complex workflows, and extend monday CRM to fit your exact revenue process — with a flexible API your developers can work with from day one.
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Sync monday CRM with your existing tools — from email and calendar to ERP, enrichment, and document signing — so data flows automatically and your team never has to switch context.
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monday CRM is an intuitive and flexible platform for revenue teams to manage sales pipelines and customer relationships from pre- to post-sale. It is easy to set up in minutes and fully customizable, helping teams organize leads, accounts, communication, tasks, and reporting in one place so everyone stays aligned. With simple-to-set-up automations that keep work moving and powerful AI capabilities that help you manage work and even do work for you, monday CRM supports teams at every stage of the customer lifecycle.New: monday campaigns lets you build, launch, and optimize on-brand email campaigns directly from your CRM.
Customer relationship management (CRM) is a system for managing interactions with leads and customers across their entire journey. monday CRM supports this by centralizing communication, data, and workflows in one place so teams can work together more effectively.
While conventional CRMs such as Salesforce or Zoho force you to adapt to them, monday CRM adapts to your workflow, and unlike HubSpot or Pipedrive, it supports both pre- and post-sales processes on one platform.
CRM software helps your business stay organized, improve communication, automate manual work, and increase sales performance. monday CRM supports this by bringing data, tasks, and customer information into one connected workspace.
monday CRM improves performance by streamlining your sales process, centralizing customer data, and giving teams real-time insights that support making better decisions. It reduces manual work and helps teams stay focused on revenue-generating activities.
Yes, monday CRM is highly customizable with flexible boards, fields, views, automations, and dashboards that can match any sales or account management workflow. All of these changes can be made without the need for a developer or IT specialist.
monday CRM is built for both small teams that need simplicity and for enterprise organizations that need scale. It supports lightweight processes, complex structures, advanced permissions, and cross-department collaboration.
monday CRM integrates with tools like Outlook, Gmail, Slack, Zoom, Quickbooks, Google Workspace, Docusign, and hundreds more. Integrations help teams centralize work and communication, as well as automate workflows.
monday CRM offers multiple plans with different features for small teams, growing companies, and large organizations. Each plan includes core CRM tools, and all new users can start with a free trial to explore the platform before choosing a plan. Any plan purchased also includes a package of AI credits to use within the CRM suite.
monday CRM includes AI built directly into the platform, helping you sell faster and smarter.AI features include:
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