Discover how efficient you can be with the right CRM features
Take your workflows up a notch with CRM features that help you automate repetitive work, centralize customer communication, and organize your data in one place.
Get closer to your customers
Easily centralize and track communication with your customers
Fully sync your Gmail/Outlook to send & receive emails, or automatically log your sent emails all within monday.com.
Get notified automatically when a lead opens or replies to an email, so that you can follow up at the right time.
Save time by sending personalized email templates that autofill based on contacts’ information.
Log any lead or contact-related activity like calls, meetings, notes, and more to always know where communication stands.
Performance tracking made easy
Keep track of your pipelines, targets, and team performance
Access advanced CRM software features that increase visibility such as custom dashboards that instantly report your deal progress, sales figures, and team performance.
Set the deal value and close probability, then leverage reports to track forecast vs. actual sales, and drill down forecast by month, sales rep, and more.
Access all your team’s activities, like calls and meetings, in one place to track their performance, understand their capacity, and plan ahead.
Manage your team’s quota attainment over time, track wins and view goals for specific members or the entire team.
Organize your data in one place like a pro
Seamlessly connect all your new and existing data in one place
Import your data
Bring over all your existing leads, contacts, and accounts from Excel or through an API directly into monday to boost your CRM functionality.
Merge duplicate data
Receive alerts when you enter a duplicate lead or account, and eliminate overlaps by identifying and merging duplicate leads and contacts.
Capture leads by integrating with your existing tools, by adding a form to your website, or simply by adding them manually when you reach out.
Win back time
with no-code automations
Use or create your own automations to do the manual work that steals selling time
Manage your entire sales pipeline
without switching tabs
without switching tabs
Unlock the power of
monday sales CRM
Get exactly what you need out of your CRM software with 100+ apps built specifically for monday.com