A customer service CRM built for efficiency
Simplify the way your teams fulfill the most complex customer service requests.
What would you like to manage on monday.com?
One place for every customer service need
Exceed performance goals with monday sales CRM
Manage tickets, assign experts, and meet customers where they are with our customer service CRM features.
Customer service CRM features on monday.com
Workflow
automation
Eliminate repetitive work, decrease response time, and increase customer satisfaction with custom automations to assign new tickets, or urgent requests.
Drag-and-drop customization
Ditch rigid CRMs and enjoy building blocks for an easy-to-use customer service system to track work, keep in touch, and analyze performance with one tool.
Knowledge
base
Add Google docs, PDFs, product updates, company policy changes, and more so your customer support team always has in-context and accurate information.
Email &
phone
Call contacts directly from monday.com and set up customer engagement and service email flows. Integrate with Gmail, Mailchimp, Zendesk, and more.
Last Updated
Column
The handy Last Updated Column creates an automatic log of what was changed and which team members owned the changes for easy reference.
Status
Column
Get an instant overview of ticket progress, request type, and any other field you might need. Use colors, labels, and multiple status columns to trigger useful automations.
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An award-winning platform. Loved by customers
Based on 10,000+ customers
Frequently Asked Questions
- Does CRM include customer service?A CRM system helps sales, customer service, business development, recruiting, marketing, or any other line of business team an improved way to manage their customer interactions and relationships that drive success.
- What are the 6 areas of customer service?
- Responsiveness
- Competence
- Reliability
- Timeliness
- Value
- Friendliness
- What are the 3 types of CRM?The three categories of CRM systems are operational, analytical and collaborative.