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Accelerate revenue growth with a CRM that puts marketing, sales, and delivery on one platform, with AI removing the friction between pipeline and payoff.
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The CRM that puts AI to work at every stage, so your whole team spends time selling, not managing the process.
Prospects get sourced, enriched, and scored by AI. Reps wake up to qualified leads instead of the prospecting grind.
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Every call, email, and meeting auto-populates to the right CRM data fields. No end of week cleanup, no outdated context.
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Call prep, meeting notes, and follow-up are handled by agents. Reps focus on relationships as deals advance, without the busywork.
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Every forecast is clear and backed by real pipeline coverage analysis, by-stage diagnosis, and velocity signals with the power of AI.
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Build in monday CRM and ready to active from day one. Specialises to complete specific jobs. Fully customizable to your workflow.
Built in monday CRM and ready to activate from day one. Specialized to complete specific jobs. Fully customizable to your unique workflow.
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Every interaction builds shared context, so your team always knows the full story and your customers never have to repeat it.
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A healthy pipeline starts here. Leads are sourced, enriched, and scored by the power of AI. You see fresh leads daily and know who's worth your time, so you start every day in focus.
Build campaigns from real sales and lead data, so every message hits the right person at the right moment, and the follow-up happens automatically.
With every email, call, and meeting happening in one place, AI flags the right follow-ups, suggests next steps, and supports a timely closed-Won status.
Every account's full history lives here, so AI gets sharper with every interaction. The relationship doesn't end at closed-won, it only starts to grow.
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Your data is never used to train AI models. You retain ownership of the content you provide, and the content generated by AI. Certified to enterprise standards.
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Define exactly what each agent and team member can access, edit, or create — with AI credit limits set by team.
A real-time log of every agent action — what, when, and by whom. Validate agents in simulation mode before anything goes live.
monday CRM is an intuitive and flexible platform for revenue teams to manage sales pipelines and customer relationships from pre- to post-sale. It is easy to set up in minutes and fully customizable, helping teams organize leads, accounts, communication, tasks, and reporting in one place so everyone stays aligned. With simple-to-set-up automations that keep work moving and powerful AI capabilities that help you manage work and even do work for you, monday CRM supports teams at every stage of the customer lifecycle.New: monday campaigns lets you build, launch, and optimize on-brand email campaigns directly from your CRM.
Customer relationship management (CRM) is a system for managing interactions with leads and customers across their entire journey. monday CRM supports this by centralizing communication, data, and workflows in one place so teams can work together more effectively.
While conventional CRMs such as Salesforce or Zoho force you to adapt to them, monday CRM adapts to your workflow, and unlike HubSpot or Pipedrive, it supports both pre- and post-sales processes on one platform.
CRM software helps your business stay organized, improve communication, automate manual work, and increase sales performance. monday CRM supports this by bringing data, tasks, and customer information into one connected workspace.
monday CRM improves performance by streamlining your sales process, centralizing customer data, and giving teams real-time insights that support making better decisions. It reduces manual work and helps teams stay focused on revenue-generating activities.
Yes, monday CRM is highly customizable with flexible boards, fields, views, automations, and dashboards that can match any sales or account management workflow. All of these changes can be made without the need for a developer or IT specialist.
monday CRM is built for both small teams that need simplicity and for enterprise organizations that need scale. It supports lightweight processes, complex structures, advanced permissions, and cross-department collaboration.
monday CRM integrates with tools like Outlook, Gmail, Slack, Zoom, Quickbooks, Google Workspace, Docusign, and hundreds more. Integrations help teams centralize work and communication, as well as automate workflows.
monday CRM offers multiple plans with different features for small teams, growing companies, and large organizations. Each plan includes core CRM tools, and all new users can start with a free trial to explore the platform before choosing a plan. Any plan purchased also includes a package of AI credits to use within the CRM suite.
monday CRM includes AI built directly into the platform, helping you sell faster and smarter.AI features include:
