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All Updates & Releases

February
new feature upgrade icon
Feature upgrade
February 6
Sequence-enrolling automations that build themselves
Try 30 new automations for adding and removing people from your sequences, assigning a person or moving an item – whatever your workflow desires.
crm
monday CRM
Company wide
Sequence Automations 500 282
Sequence Automations 300 260
feature release icon
New release
February 5
Get stakeholders up to speed – fast with AI timeline summaries
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.
crm
monday CRM
Company wide
Timeline AI feature 500 282
Timeline AI feature 300 260 x1%20only
December
feature release icon
New release
December 11
Forget the notes, Zoom AI updates your timelines
Surface key details after every meeting with conversational intelligence that instantly highlights takeaways and action items in the activity timeline.
crm
monday CRM
Company wide
big Zoom AI
big Zoom AI
November
feature release icon
New release
November 13
Build an outreach machine with Sequences
From lead nurturing to customer follow-up, juggle it all faster without dropping any balls. Drive more engagement with minimal effort by creating sequences with automated emails and task reminders.
crm
monday CRM
Company wide
Sequences What s new Product 500x282 2x
Sequences What s new Product 300x260 new 2x
September
new feature upgrade icon
Feature upgrade
September 15
Import all of your data with ease
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.
crm
monday CRM
Sales & Customer Success
New import from Excel
New import from Excel
new feature upgrade icon
Feature upgrade
September 4
Know more about every email
See exactly what happened with your email campaign – from the number of times each recipients opened it, to failed deliveries, and all link clicks.
crm
monday CRM
Sales & Customer Success
Mass email tracking expansion
Mass email tracking expansion
feature release icon
New release
September 3
See all Outlook meetings in Emails & activities
Connect your Outlook Calendar to track all physical and virtual meetings so you have a complete picture of contact interactions in Emails & activities.
crm
monday CRM
Sales & Customer Success
Outlook calendar
Outlook calendar
July
feature release icon
New release
July 21
Schedule mass email campaigns
Build campaigns on your own time and schedule them to send at the most effective time for your readers.
crm
monday CRM
Sales & Customer Success
Schedule mass email
Schedule mass email
new feature upgrade icon
Feature upgrade
July 3
Send tests for your mass email campaigns
Catch errors and gain confidence that everything in your mass email is exactly right by sending a test email before launching the full campaign.
crm
monday CRM
Company wide
Test mass email copy
Test mass email
June
new feature upgrade icon
Feature upgrade
June 26
Set it and forget it with timeline reminders
Create reminders in the Emails & Activities timeline so you get notified at exactly the right moment to seize every opportunity and complete every task.
crm
monday CRM
Company wide
Timeline reminders 3
Timeline reminders 3
feature release icon
New release
June 20
Fully integrate Zoom into your Emails & activities timeline
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.
crm
monday CRM
Company wide
Zoom Integration
Zoom Integration
new feature upgrade icon
Feature upgrade
June 20
Pin items to the Emails & Activities 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.
crm
monday CRM
Company wide
Pin timetime items
Pin timetime items
May
feature release icon
New release
May 6
See all calendar meetings in Emails & activities
Connect your Google Calendar to track all physical and virtual meetings so you have a complete picture of contact interactions in Emails & activities.
crm
monday CRM
Company wide
google calendar sync to e a
google calendar sync to e a
April
feature release icon
New release
April 11
Track link clicks in your emails
See how engaged your prospects and customers are with different pieces of content by tracking which email links were clicked and how often.
crm
monday CRM
Company wide
Email link tracking2
Email link tracking2
feature release icon
New release
April 3
Get a sales-specific pipeline overview
Use a Kanban view built for sales to see the total value of deals at every stage and easily identify bottlenecks.
crm
monday CRM
Company wide
Pipeline view
Pipeline view
March
new feature upgrade icon
Feature upgrade
March 21
Track link click through rates
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.
crm
monday CRM
Company wide
email link tracking
email link tracking
February
feature release icon
New release
February 5
Conditional status changes
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!
crm
monday CRM
Sales & Customer Success
State Machine Mandatory fields on status change
State Machine Mandatory fields on status change
January
feature release icon
New release
January 19
Get the full picture with auto-enriched company data
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.
crm
monday CRM
Sales & Customer Success
Crunchbase company enrichment
Crunchbase company enrichment
October
feature release icon
New release
October 19
Create new contacts from a form
monday sales CRM subscribers can now enable their team to easily create new contacts from a form with mandatory fields clearly indicated.
crm
monday CRM
Sales & Customer Success
Quick item creation from a form
Quick item creation from a form
September
feature release icon
New release
September 28
Analyze mass email performance
Mass email analytics help you to streamline the performance of your campaigns by giving your team visibility into your target audience's engagement.
crm
monday CRM
PMO
Mass email analytics 1
Mass email analytics 1
sprout
Gradual release
September 18
AI Assistant within Emails & Activities
monday AI Assistant is ready to help you generate the perfect email. You can now use monday AI with Emails & Activities.
crm
monday CRM
Company wide
monday AI assistant   Sales email composer
monday AI assistant   Sales email composer
August
feature release icon
New release
August 29
HTML email editor on Emails and Activities
Fully customize and brand the emails that you send on Emails and Activities by using HTML code within the email editor.
crm
monday CRM
Sales & Customer Success
HTML Email editor
HTML Email editor
July
new feature upgrade icon
Feature upgrade
July 16
Instantly understand last lead activity
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.
crm
monday CRM
Sales & Customer Success
Last lead activity date at a glance
Last lead activity date at a glance
June
new feature upgrade icon
Feature upgrade
June 5
Upgraded mobile CRM item page
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.
crm
monday CRM
Sales & Customer Success
New page item 1
New page item 1
May
feature release icon
New release
May 25
Send mass emails in one click
Distribute thousands of personalized emails in seconds by using the mass emails feature as part of the Emails and Activities app on monday sales CRM.
crm
monday CRM
Sales & Customer Success
Mass email message
Mass email message 1
April
new feature upgrade icon
Feature upgrade
April 24
Improved Emails & Activities privacy settings
Take greater control of your Emails and Activities privacy settings to determine exactly who can see, send, or read emails within your account.
crm
monday CRM
Sales & Customer Success
Robust email privacy
Robust email privacy
feature release icon
New release
April 3
See your sales team ranked in a leaderboard
Use the Leaderboard widget to visualize the performance of your sales reps and to understand who is excelling and who may need extra support.
crm
monday CRM
Sales & Customer Success
leadboard
leadboard
January
feature release icon
New release
January 18
Send emails from a shared account on Emails & Activities
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.
crm
monday CRM
Sales & Customer Success
Share email
Share email
December
feature release icon
New release
December 21
Oversee deal stages with the Funnel Chart
On the monday sales CRM product, we have a new reporting tool which makes it simple to follow the flow of a deal's stages from new, all the way to won or lost.
crm
monday CRM
Sales & Customer Success
Funnel widget
Funnel widget 1
November
feature release icon
New release
November 20
Share templates on Emails and Activities
On monday sales CRM, you can choose whether your email templates will be available only to you, or shared with your account members.
crm
monday CRM
Sales & Customer Success
Placeholder
Defult 1
feature release icon
New release
November 15
CRM item page
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.
crm
monday CRM
Sales & Customer Success
CRM Item page
CRM Item page 1

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