Discover how efficient your CRM can be
Take your CRM to the next level with 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
Email sync
Fully sync your Gmail/Outlook to send & receive emails, or automatically log your sent emails all within monday.com.
Email tracking
Get notified automatically when a lead opens or replies to an email, so that you can follow up at the right time.
Email templates
Save time by sending personalized email templates that autofill based on contacts’ information.
Activity management
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
Dashboards
Increase visibility with custom dashboards that instantly report your deal progress, sales figures, and team performance.
Sales forecasting
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.
Activity tracking
Access all your team’s activities, like calls and meetings, in one place to track their performance, understand their capacity, and plan ahead.
Team goals
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 CRM.
Merge duplicate data
Receive alerts when you enter a duplicate lead or account, and eliminate overlaps by identifying and merging duplicate leads and contacts.
Lead capturing
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
