PricingContact salesLog in
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From first proposal to signed contract, monday CRM is built for complex client relationships, not just pipeline stages.
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deal tracking
Proposals tracked, nothing lost
Call notes that turn into next steps
Built around your delivery process
Revenue you can see before month-end
They need intelligent execution with governance built in.
Set up your pipeline the way your team actually sells - down to the smallest detail - and change it as things evolve. No devs or IT consultants needed.
Reps don’t waste time logging data. Managers don’t chase updates. AI generates leads, follows up, and sets next steps, so your team can sell.
Stop losing customer context between teams. Keep marketing, sales, and post-sale work connected from first touch to renewal.
Stop losing customer context between teams. Keep marketing, sales, and post-sale work connected from first touch to renewal.
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Connect the entire sales cycle from pre to post-sales
From first touch to signed contract
One workspace tracks every proposal. AI flags stalled deals and surfaces the next action so your team closes without dropping the ball.
Smooth handoff to your delivery team
No more lost context between sales and delivery. AI summarizes every client conversation and hands it off so onboarding starts with everything already in place.
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How teams like yours drive business impact with monday CRM
״The way you can integrate monday CRM with monday work management is the smartest thing that we’ve done.״
"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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“If I ever dreamed of building a CRM for our needs, it would look like monday CRM.”
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Connect 500+ apps and tools your team already trusts
From document signing to project delivery — everything syncs directly into your CRM.
Questions?
We’ve got answers
Most teams are running in under a day. monday CRM is built to be customized without developer help — you can configure pipelines, fields, and automations yourself. If you need extra support, our team is available to help you get started.
Yes. You can build custom pipeline stages, required fields, permissions, and views that match your delivery methodology. Nothing needs to be coded — all configuration is done through the platform.
monday CRM is SOC 2 Type II certified and includes enterprise-grade access controls, audit logs, and permission management. Your client data is encrypted at rest and in transit.
Yes. You can track proposals, retainer renewals, and project milestones in the same system as your pipeline — so sales and delivery always have the same view of where each client stands.
Yes — you can try monday CRM free for 14 days, no credit card needed. For pricing details and plan options, visit our pricing page or talk to our team.
When a deal closes, all context — call notes, emails, agreed scope, key contacts — is available to the delivery team immediately. You can set up automated handoff workflows so nothing falls through the cracks during transition.
Yes. You can run separate pipelines and boards for each service line while sharing contacts, accounts, and reporting across the organization.
monday Notetaker captures and summarizes client calls automatically — so reps don't lose context between meetings. Sidekick surfaces deal risks, flags overdue follow-ups, and can generate proposal drafts based on your CRM data. The result: less time on admin, more time on clients.
