monday.com CRM and Sales

A powerful client management software for enhanced customer relations

Build customer relationships that provide more value. Track all customer or prospect communications, streamline customer engagement, and foster customer loyalty on a powerful client management software.

Contact management
Lead management
Customer experience
Finance & budgetting
Operations
Team tasks & projects
Customer projects

What to look for in a client management software

The most robust client management softwares have several features that make it easy sales teams to organize prospect and customer interactions and information, and manage these relationships for maximum results. These features may include:

  • Automations to save time and limit repetitive work so you can focus on what matters
  • Integrations that keep all of your tools in one place for a powerful management tool
  • Views that let you visualize data and the sales process in different ways
  • Dashboards to simplify client-base decision-making using real-time insights
  • monday sales CRM has all the capabilities of a basic CRM plus even more.

    Our fully customizable, user-friendly platform lets you handle all your work in one place. Start creating your CRM system from ready-made templates or easily tailor any recruitment pipeline, workflow, and process to drive real business impact—all on monday.com. Here's what you can expect from our platform.
    boards
    Flexible and intuitive

    Improve data organization and accesibility

    Our drag-and-drop functionality makes it easy to create workflows, see where deals stand, and get things done your way. Edit columns to reflect products or services offered, records of payments, details of important events, and more. Edit deal stages and manage as many sales pipelines as you want.
    side by side drag
    Robust automations

    Save valuable time by automating tedious processes

    Focus on engaging and retaining customers instead of repetitive processes that slow you down. Use our automatic reminders to automatically assign leads to reps, get notified when leads open emails, move deals between stages, notify managers and more.
    side by side recipe

    Use integrations to manage your entire sales pipeline without needing to switch tabs.

    mailchimp
    twitter
    box
    facebook ads
    facebook
    harvest
    jira core
    surveymonkey
    twilio
    zendesk
    todoist
    stripe
    shopify
    salesforce
    pipedrive
    webhooks
    typeform
    redash
    toggl
    slack
    outlook
    ms teams
    jira
    linkedin
    jotform
    hubspot
    dropbox
    google calendar
    google drive
    github
    gmail
    gitlab
    excel
    copper
    github
    mailchimp
    twitter
    box
    facebook ads
    facebook
    harvest
    jira core
    surveymonkey
    twilio
    zendesk
    todoist
    stripe
    shopify
    salesforce
    pipedrive
    webhooks
    typeform
    redash
    toggl
    slack
    outlook
    ms teams
    jira
    linkedin
    jotform
    hubspot
    dropbox
    google calendar
    google drive
    github
    gmail
    gitlab
    excel
    copper
    github
    Email & activities

    Centralize client communication

    Integrate with email so you can communicate effectively with your client database from one centralized location. Keep track of all interactions, log emails sent, and use email templates to create personalized emails, faster.
    side by side mail
    Visual dashboards

    Analyze your client database to draw valuable insights

    Display all your important information in one place with custom dashboards. Increase visibility into deal progress, sales figures, and team performance. Run reports from a high-level view of your sales funnel down to tiny details. Use to the Chart Widget to show the number of leads in each stage and commission earned per sales rep.
    mobile lp side by side mail dashboard2

    What are the different client management software options on the market?

    See how our intuitive and scalable client management software is a cut above the rest. Click through our comparisons with 6 of the best client management systems out there.
    Salesforce
    Salesforce1
    HubSpot
    hubspot
    Pipedrive
    Pipedrive
    Zoho
    zoho
    Microsoft Dynamics
    dynamics1
    Zendesk
    zendesk

    Frequently Asked Questions

    Questions?
    • Client management software tracks relationships between individual customers and the business. Sales teams often use the data in the software to foster and maintain customer relationships so that they become loyal clients.
    • Client management describes a business's activities when maintaining and coordinating interactions with clients and potential clients.
    • You can track client communication on a client management software. Here are a few ways a platform monday sales CRM can help you maintain customer relationships:
      Use columns to organize interactions, dates, files, and other important information
      Set automations to receive reminders when prospects reach out
      Integrate with your favorite tools—such as an invoicing app for instance—to create a record of communication.
    • monday sales CRM is a strong client management software that gives you the power to integrate with external apps, customize your workflow, and easily capture the data you need to make informed business decisions. Some other popular client management software include:
      Hubspot CRM
      Pipedrive
      Keap
      Salesforce CRM
      Zoho CRM

    An award-winning platform. Loved by customers

    Based on 10,000+ customers
    G2 2020 Fall Report Badges

    Create a powerful client management system today

    monday.com helps over 152K customers work without limits. Create a customized client management software and easily track and maintain client relationships.