monday.com CRM and Sales

5 benefits of our sales management system

Our fully customizable platform lets you handle all your work in one place. Create your ideal sales management platform in minutes from ready-made templates or easily tailor any pipeline, workflow, and process to drive real business impact. Here's what you'll get on monday.com:
Flexible and intuitive

Centralized data that is accurate & easy to access

Easily tailor your CRM to suit you, without any development help. Organize customer data in a way that makes sense for sales management, marketing activities, and more to close deals.
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Automations

Time saved with custom sales process automations

Reduce the amount of time spent on tedious but important work like manual input of data or sending follow-up emails so your sales team can focus on making sales. It also makes for easy pipeline management for sales leaders.
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Emails & Activities

Streamlined & custom sales email flows

Communicate efficiently with your contacts and leads with email integration. Automatically log sent emails, keep track of conversations, and use personalized email templates.
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Accurate customer overviews
at your fingertips

With a single click, quickly access the most important information you need to close deals. As a sales team manager, easily drop in to view contact details, understand deal progress, and what needs to be done next.
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Automated sales forecasts via customizable dashboards

Easily build dashboards in real-time with no development help to create sales performance reports. Gain insights into where deals stand, expected revenue, your team’s areas of weakness, quarterly goals, and more.

6 functions for effective sales management

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Lead management

Collect leads from any source, organize and qualify every lead in one place, and automatically score them based on criteria of your choosing.
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Deal management

Customize your pipeline without needing to involve developers, easily drag and drop deals to different stages, automate manual work, and track all contact interactions.
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Client management

Support superb account management. Keep contact records and account information, log activities, and send emails—from one easy-to-use platform.
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Post-sales management

Manage all of your post-sale activities in one place, to stay informed of client projects, collection tracking, operational processes, and more.
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Onboarding sales operations

Plan and expedite your sales hiring process, and continue rep's educational development with the tools and resources they need to close more deals.
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Team projects and tasks

Manage and collaborate on sales and marketing projects to capture leads, drive them down the funnel, or keep existing customers engaged.

6 best software for sales management

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

Frequently Asked Questions

Questions?
  • Most sales management software will have lead generation tools, client management (or a sales CRM), and post-sales tools. The robust options however—such as monday.com— will also have automations, plenty of views, dashboards, and other features to fully customize your operations.
  • There are several sales management software on the market, but many lack the flexibility of a Work OS. A few of the best platforms include:
    monday sales CRM
    Freshsales
    HubSpot Sale
    Salesforce CRM
    Pipedrive
  • A CRM of customer relationship management tool may be an alternative name, because it includes many (if all) of the same features as a sales management system that can scale with you as you grow. Enterprise-friendly sales tools are easy-to-use platforms that give your team the full picture of their efforts at a glance and provide them with everything they need for pipeline management and customer retention.

The right sales management software for your team

monday.com helps over 152K customers work without limits. Create your customized CRM software and easily access the data that will contribute to your company's bottom line.