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    monday.com
    monday CRM Iconmonday CRM

    monday CRM

    Sales pipeline, contact management and deal tracking – all on one platform, without complexity.

    14-day free trial Book consultation
    10M+
    Deals managed
    15+
    Pipeline views
    100%
    Email integration
    +27%
    Conversion rate

    monday CRM in Action

    A look at the key features for sales teams.

    Contact Management
    Contact Management – extended
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    Contact Management

    All contacts with type, account, deals and priority at a glance. The mobile app shows details, activities and actions directly on the contact.

    Lead Management
    Lead Management – extended
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    Lead Overview

    Manage new leads and qualified leads separately – with status, email, title and company. The mobile view shows compact lead lists with status colors.

    Lead Qualification & Automation

    Lead Qualification & Automation

    Capture leads via forms, auto-assign them and notify the right sales rep on status change – all in one workflow.

    Deal Pipeline
    Deal Pipeline – extended
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    Deal Pipeline & Stages

    Track active deals and closed deals with contacts, stage, close probability and deal value. Adjust stages with drag-and-drop.

    Deal Integrations

    Seamless Integrations

    Connect deals with HubSpot, Gmail, Outlook and other tools – for automatic synchronization and complete documentation.

    Sales Dashboard
    Sales Dashboard – extended
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    Sales Dashboards & Analytics

    Deal stages, quarterly goals, sales funnel and activities per rep at a glance. Detailed analytics with forecasts and pipeline breakdowns.

    monday CRM Benefits

    A CRM your sales team will love from day one.

    Pipeline Management

    Visually manage deals through sales stages – with drag-and-drop and customizable pipelines.

    Email Tracking

    Send and track emails directly from monday.com – with open and click rates.

    Automated Follow-ups

    Never forget a follow-up: automatic reminders and emails based on deal status.

    Sales Forecasting

    Revenue forecasts based on pipeline data and close probabilities.

    Contact Management

    Manage all contacts, companies and interactions centrally in one place.

    Activity Log

    Every call, email and meeting is automatically documented.

    Use Cases

    How sales teams successfully use monday CRM.

    B2B Sales

    Transparently manage complex B2B sales cycles with multiple stakeholders.

    Account Management

    Nurture existing customer relationships and identify upselling potential.

    Lead Qualification

    Score, prioritize and automatically assign leads to the right sales rep.

    Quote Management

    Create, send and track quotes from creation to signature.

    Partner Management

    Manage partner relationships, co-selling activities and shared pipelines.

    Upselling

    Systematically identify and execute cross-sell and upsell opportunities.

    FAQ

    Frequently Asked Questions

    Everything you need to know about monday CRM.

    Ready for smarter sales?

    Try monday CRM free for 14 days or let us advise you.

    14-day free trial Get in touch

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