monday.com CRM and Sales

A contact management software you'd actually want to use

Record your contacts' details and track their interactions with your business, within our robust contact management software, monday sales CRM. Get creative with different marketing, sales, and client management features and workflows.
Select what you want to manage:

Sales pipeline
Contact management
Lead management
Customer projects
Marketing activities
Customer onboarding
Team tasks & projects
Other

Whatever your role is, we’ve got you covered

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Lead capturing
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Activity management
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Apps & integrations
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Contact management
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Email sync & tracking
capterra

"The platform has allowed me to grow my business process through one main hub…
Client management, lead management, financial analysis…and so much more"

Zac G. | President, CEO
capterra

"The platform has allowed me to grow my business process through one main hub…
Client management, lead management, financial analysis…and so much more"

Zac G. | President, CEO
Custom and up-to-date

Improve data organization
and accesibility

Easily tailor your CRM to be organized and accessible across departments, without any development help. Give your teams reliable data that they can customize with Views, Filters, and more to work they way they want with confidence.
LP Customize boards
Emails & Prospecting

Streamline contact communication

Integrating your email to move faster with sales and marketing activities behind the scenes. Automatically log interactions, keep track of emails and notes, and create and select personalized email templates to save time.
side by side mail integrations

Use integrations to make a custom contact management software

integrations CRM
Automations

Get back precious time with automations for sales processes

Create custom automations that reduce or eliminate typical contact management software repetitive work. Use contact data to create rules that automatically assign leads to reps, set reminders for upcoming activities, get notified when a lead opens an email, and more.
side by side recipe
Dashboard

Make use of data analysis
you can actually understand

Add tags to flag certain demographics like age, location, interests, and industry to create tailored dashboards with customer segments. Gain insights into customer behavior, deal status, and team performance.
grid dashboard
Client Management Software
Sales Management Software
Lead Tracking Software
Sales CRM Software

An award-winning platform. Loved by customers

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

Frequently Asked Questions

Questions?
  • 1. Zendesk Sell

    2. Hubspot

    3. Contact Boss

    4. Streak

    5. Pipedrive

    6. ActiveCampaign

    7. Freshworks

    8. Nimble

    9. Nextiva

    10. Keap
  • Contact management involves logging contacts' details and tracking their interactions with a business or organization. Contact management software and systems have evolved into customer relationship management (CRM) systems like monday sales CRM. These allow businesses to improve sales and customer service levels with access to a wider range of data.
  • monday sales CRM has more than 37 integrations, including Salesforce, Gmail, and more.
  • There is overlap between these sales methods and systems, particularly around their end goal to use data to foster relationships and sales or deals won. The difference usually lies in the complexity of features offered in a CRM over a standalone contact management software. monday sales CRM is fully equipped to enable streamlined sales, marketing, and analysis and reporting activities.
  • While it has many use cases, one example of contact management could be using client data to know where they are located, so you can take into consideration when to schedule meetings, or relevant holidays or topics for content and outreach.
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