monday.com CRM and Sales

A retail CRM solution that grows with you

Sell smarter, provide better support, and manage all of your customer data in one place.

What would you like to manage on monday.com?
Customer success
Loyalty program
Customer segmentation
Knowledge base
Ticket routing
products and inventory
Issue tracking
Customer activity
Reporting & analytics

Manage orders, inventory, and customer relationships on monday sales CRM

Integrate and innovate your retail processes

Discover true flexibility and customization for your business' backend.
deals 1

A few retail CRM features on monday.com:

01

Workflow
automation

Spend more time closing deals. Decrease response time, contact customers at the perfect time, and increase customer satisfaction with custom automations.
02

No-code/low-code building blocks

Make your CRM work for you. Use our custom building blocks to track work, customer communications and actions, and analyze performance.
03

Knowledge
base

Create one hub for all docs, PDFs, product updates, company news, and other crucial information so your support team always has the most up-to-date information.
18

Reporting
tools

Always have an answer to 'what are the latest numbers?' Track sales, team performance, leads, forecast by sales rep, and more.
19

Integration
capabilities

Close out all your tabs aside from one. monday.com CRM offers integrations with your favorite tools such as: Zoom, Gmail, DocuSign, Aircall, and others.
17

Status
Column

Immediately see ticket progress, request type, open date, and any other relevant information. Customize statuses with colors, labels, filters, and automations.

Other retail CRM templates you may like

TS1

Basic CRM

Use this basic CRM template to manage and track your contacts and deals in one place.
finance requests first

Finance requests

Easily collect your team's finance requests. Keep all employees informed by tracking statuses, updates, and more.
Order Form 2020 07 28 12 28 35

Order Form

Streamline all relevant order information using a customizable form. Easily share this form with all stakeholders to track orders from initial request to final delivery.

An award-winning platform. Loved by customers

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

Frequently Asked Questions

Questions?
  • More and more retail businesses are using CRM platforms to manage products and inventory, fulfill payments, and maintain customer relationships. A retail CRM can help you keep up with customer trends, understand key demographics better, and grow your business.
  • The most important goal with a CRM is to improve the customer experience. By streamlining customer communications, increasing data accessibility, and automating workflows, a CRM can add a lot of value to your business.
  • The seven Cs are:
    • customer centricity
    • company culture
    • customer experience
    • customer data
    • customer journey
    • consumer experience
    • consumer expectation