The customizable sales management software

Your sales management software should empower your team. Kick your organization's efforts up a notch with the only platform that is fully customizable to fit your needs. From lead scoring and lead management to closing deals, you can build your dream sales CRM to drive real impact.

Project Management

What is the best software for sales?

Go beyond basic and choose a CRM that provides a full 360-degree view of your customers, allows you manage client's projects, support tickets, email marketing, and more from the same platform. In just a few clicks, you can analyze every aspect of your sales pipeline in real-time..

customizableCRM

One-click CRM software integrations

No more jumping between 10 different tools. Sync your data into one central hub by connecting monday.com with the tools you already use and love. We offer integrations with Hubspot, Gmail, Slack, Google calendar, Zapier, and more.

NL integrations

Reduced onboarding time of new sales reps

With monday.com's sales management software, you can create a comprehensive new employee onboarding plan to reduce training time, increase efficiency, maximize sales success, and decrease the turnover of team members.

By streamlining this process, your sales representatives can start focusing on customer relationships right away— and start closing deals to impact the company's bottom line.

Project Timeline

Easy pipeline management

A sales management system that lets you create and store comprehensive materials for your team will save each sales rep hours of searching for the right content to share with potential prospects and existing clients.

Sales reps can manage and track more leads with quick access to shareable, high-quality content. Each item has an updates section, so they can go above and beyond live chat to communicate in context.

Project Tracker

Seamless collaboration with other departments

Aligning with other departments across the company is crucial for a successful sales operation. It is essential to stay up-to-date on new features, relevant campaigns, customer success feedback, and more.

monday.com's Work OS is built for transparency, allowing anyone to easily share information with just one click.

Daily Tasks for web2

Visual overview of your entire sales organization

Monitor sales team activity, track all deal statuses, and manage sales rep capacity. Use the Workload View on monday.com to see an accurate picture of how your team's workload is divided. See at a glance who is over capacity and assign tasks accordingly. Reassign or change due dates to ensure team members stay on target.

Group19

How do you build a sales team knowledge base?

1. Decide on important topics and organize them in groups (for example: security, legal, customer service, competitors, free trials, and so on).

2. Include all documents related to the topic under each group (under financial documentation, have an invoice and PO template).

3. Create a general “talks" group so the team can share knowledge with each other, from customer support tips to the company's latest social media marketing approach.

4. Keep your communication in context on each topic and update the team when anything new is added. This allows for instant feedback.

And voila! Your team is ready to start selling.

Report on Projects

Are sales management software and CRM systems the same?

The short answer? No— a CRM is digital filing system with important customer data. Sales management software is a way for managers to monitor sales rep's activities, assign tasks, and analyze performance against goals. Though the bew have different functions, monday.com is the sales management software that can also operate as a CRM.

Report on Projects

What is a sales pipeline?

A sales pipeline is a visual representation of the sales process divided into various stages.

Sales management tools give team managers a high-level view of the sales pipeline. At a glance, they can see what the team is working on and accurately forecast the results for the coming months.

Most importantly, it will help each sales rep manage their processes, close deals, and stay focused on the most relevant and promising prospects.

4.RecognizepeoplesaccomplishmentsCopy

What is marketing automation?

Marketing automation is the process of using software to accomplish repetitive marketing tasks in order to nurture sales leads, create personalized marketing messages, and content.

Through this process, you can save marketers' time and effort and support the activities of the sales team.

monday.com is a flexible platform that can serves sales and marketing teams, whose efforts and schedules often go hand in hand. Automatically notify the sales team when a new marketing campaign has launched, instantly create advanced reports, and a whole lot more.

2 gantt automations