What's new
on monday CRM

The activity tracker provides you with real-time visibility into the activities, ensuring better prioritization and performance tracking. You will be able to track how manu activities were done or emails sent, and filter by person, deal, account, and more

Instantly see which sequences your contacts are enrolled in right from your board. Stay on top of your outreach and manage follow-ups like a pro.

Measure what moves the needle. Get detailed insights into your sequence performance – open rates, click rates, reply rates – all in the sequences analytics tab.

Use new triggers like email opened or auto-reply received to automatically move contacts through workflows without lifting a finger.

Try 30 new automations for adding and removing people from your sequences, assigning a person or moving an item – whatever your workflow desires.

Anyone involved in your pipeline can generate a summary of the last 15 items in an activity timeline to quickly get up to speed on the details of any deal.

Surface key details after every meeting with conversational intelligence that instantly highlights takeaways and action items in the activity timeline.

Importing data is smoother than ever. We'll walk you through your import step by step from mapping columns to merging duplicates so every piece of data ends up in the right spot.

See exactly what happened with your email campaign – from the number of times each recipients opened it, to failed deliveries, and all link clicks.

Connect your Outlook Calendar to track all physical and virtual meetings so you have a complete picture of contact interactions in Emails & activities.

Build campaigns on your own time and schedule them to send at the most effective time for your readers.

Create reminders in the Emails & Activities timeline so you get notified at exactly the right moment to seize every opportunity and complete every task.

Whether in person or virtual, track every meeting to paint a full picture and make follow up a breeze. Add full recordings and transcripts for Zoom meetings in the Emails & activity timeline.

Keep key information pinned to the top of the Emails & activities timeline so the entire team will see it. Align the entire team on any deal, account, or contact with frictionless communication.

Connect your Google Calendar to track all physical and virtual meetings so you have a complete picture of contact interactions in Emails & activities.

See how engaged your prospects and customers are with different pieces of content by tracking which email links were clicked and how often.

Use a Kanban view built for sales to see the total value of deals at every stage and easily identify bottlenecks.

We've added the ability to track click through rates in your mass emails! This gives you more ways to measure engagement with your email campaigns.

With our latest addition to monday sales CRM for Enterprise, you can set conditions for status changes. Requiring key details before allowing a status change means that important details will never be left out of a deal again!

Automatically access best-in-class company information, like industry and employee size, on every account with data from Crunchbase so you can quickly target the right companies and inform outreach.

monday sales CRM subscribers can now enable their team to easily create new contacts from a form with mandatory fields clearly indicated.

Mass email analytics help you to streamline the performance of your campaigns by giving your team visibility into your target audience's engagement.

monday AI Assistant is ready to help you generate the perfect email. You can now use monday AI with Emails & Activities.

Fully customize and brand the emails that you send on Emails and Activities by using HTML code within the email editor.

As part of Emails and Activities, you can now use an integration recipe to automatically update a Date Column every time that an activity or email was captured.

We've revamped the mobile CRM item page, making it easier than ever to access and update the information you need while on the go.

Take greater control of your Emails and Activities privacy settings to determine exactly who can see, send, or read emails within your account.

Use the Leaderboard widget to visualize the performance of your sales reps and to understand who is excelling and who may need extra support.

Using Emails & Activities, your entire team can use one shared, collaborative inbox so that you can keep conversations flowing no matter which team member is at hand.

On monday sales CRM, you can choose whether your email templates will be available only to you, or shared with your account members.

As part monday sales CRM, you can now view all item card widgets in a large pop-up window, providing you more space to see and update your deals, contacts, accounts, and more.