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:

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Lead management
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Pipeline performance
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Customer relationships
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Lead handover
Lead management

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.

Manage Your Sales Pipeline with monday.com's Sales Management Software

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.

Centralize Your Sales Data with monday.com's Sales Management Software  

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.




Manage Leads with monday.com's Sales Management Software

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.




Manage Leads with monday.com's Sales Management Software
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.

Manage Pipeline with monday.com's Sales Management Software
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.




Track Sales with monday.com's Sales Management Software
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.

Handover Leads with monday.com's Sales Management Software
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.

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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

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Views

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

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Mobility

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

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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
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copper.png
github.png
mailchimp.png
twitter.png
box.png
facebook-ads.png
facebook.png
harvest.png
jira-core.png
surveymonkey.png
twilio.png
zendesk.png
todoist.png
stripe.png
shopify.png
salesforce.png
pipedrive.png
webhooks.png
typeform.png
redash.png
toggl.png
slack.png
outlook.png
ms-teams.png
jira.png
linkedin.png
jotform.png
hubspot.png
dropbox.png
google-calendar.png
google-drive.png
github.png
gmail.png
gitlab.png
excel.png
copper.png
github.png

There's more to discover

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How McChrystal Group increased revenue
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How to keep track of your sales pipeline
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Entrepreneur increased digital sales by 23%

A new way to manage your sales

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