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Clarity, speed, and control across every client relationship — with built-in AI that helps close deals faster.
deal tracking
Close more deals by cutting the manual work
Automate repetitive tasks like lead assignment, follow-ups, and activity logging to ensure your team can spend their time on selling.
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Adapt to any
sales cycle in minutes
Tailor your CRM with only a few clicks. Simply drag and drop deals, edit stages, and update processes - no hassle or code required.
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Get instant visibility to predict better
Monitor rep performance and your team’s targets with easy-to-customize, real-time dashboards, so you can lead with clarity.
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Maximize engagement
with every contact
Effortlessly engage with your audience across every stage of their journey with personalized, on-brand emails. Generate, trigger and track them with AI to make the most of every send.
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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
Connected from first touch to closed won
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.
Smooth handoff to your client team
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.
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How teams like yours drive business impact with monday CRM
“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.”
״The way you can integrate monday CRM with monday work management is the smartest thing that we’ve done.״
Connect all your tools. Sell even faster.
Easily integrate your sales stack to automate tasks, align your team, and create workflows that drive results.
Questions?
We’ve got answers
No, the Agent comes with everything you need to start making calls right away (calls come from a US number)
No, failed calls will not be charged against your quota. only pay for calls that connect and last more than 15 seconds.
Yes, the agent will always identify as an AI agent.
English is available, Spanish and other Languages will be released soon.
Yes! you have complete control over the conversation. what your agent says and doesn't say is completely up to you.
Yes! you can test the agent as many times as you need. Testing is free.
