Gain visibility into your entire sales pipeline

Manage all of your team’s sales and CRM processes in a platform that works for you.

Use monday.com for all your team’s needs, including:

checklist_checked
Lead management
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Pipeline performance
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Customer relationships
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Lead handover
Sales pipeline board with bar graph view

Every step of your
customers’ journey
in one place.

Keep track of all your customer interactions in one place so any information is easily accessible by your whole team anytime, anywhere. See at a glance where all your deals stand in order to grow your accounts and maintain customer relationships.

Sales pipeline board

Shape your CRM to track what matters
to you.

Start with ready-made templates or build a customized workflow fit for your needs, no coding required. Measure your success with visual dashboards to gain clarity on the metrics that impact your team.

CRM pipeline dashboard

Manage your funnel easily with automations.

Automatically schedule notifications and reminders to avoid overdue interactions with customers. Instantly notify team members about lead updates when collaborating on the same deal.

From prospecting to post-sale, all in one place

Lead capturing
Pipeline management
Customer relationships
Lead handover
Sales order tracking
Create your own
Group 7

Capture leads seamlessly

Customizable forms allow you and your team to capture lead information directly into your boards, where you can assign, prioritize and track them through your pipeline.




Leads board with quote request form

From prospecting to post-sale, all in one place

Lead capturing

Capture leads seamlessly

Customizable forms allow you and your team to capture lead information directly into your boards, where you can assign, prioritize and track them through your pipeline.




Leads board with quote request form
Pipeline management

Visualize your pipeline

Easily visualize what you should do next in order to close more deals. Understand in seconds how many deals are in each stage, how many deals each sales representative has, and where deals are stuck in order to meet targets and move leads along more quickly.

Leads pipeline board with status columns
Customer relationships

Nurture customer relationships

Capture all the calls, emails, and meetings you had with contacts so any lead information will be accessible when needed. Stay up-to-date on the status of every customer to push the lead forward.




Customer management board  with current and completed deals
Lead handover

Keep everyone aligned

Quickly handoff between sales and customer success teams to keep up with clients’ needs. Collaborate and communicate simply and transparently to keep everyone on the same page and grow accounts with ease.

Board with integration wi email, Zendesk, Salesforce and more
Sales order tracking

See where things stand instantly

With quick-start templates for proposal requests and sales order management, keeping track of your orders has never been easier.

Salesorderandinvoicetracking
Create your own

Start from scratch

Start with ready-made templates that you can shape to support your specific use cases. You can even shape your own workflows from scratch, in minutes to support your team’s sales needs. Learn more

Built for your unique sales process

Files, Kanban, and timeline View

Views

Visualize your data your way with multiple View options from Timeline to Files.

Mobile view of customer management board

Mobility

Stay up-to-date on all your work no matter where you are with our mobile app

CRM pipeline dashboard

Dashboards

Get a high-level overview at a glance and make data-driven decisions, faster.

CRM integrations for your perfect workflow

Automatically bring your data from multiple apps into
monday.com and finally have all your team’s work in one place.

Integrate Your Favorite Tools to monday.com's Sales Management Software
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

There's more to discover

McChrystal Group office with logo
How McChrystal Group increased revenue
Sales process and pipeline board
How to keep track of your sales pipeline
Entrepreneur case study cover with logo
Entrepreneur increased digital sales by 23%

A new way to manage your sales

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