Manage sales and customer relationships smoothly and visually.
Categories:
Everything about customer management and sales is gathered in Monday CRM's clear, visual workspace.
With the drag-and-drop interface, it becomes easy to follow leads, track contacts, and drive business opportunities forward.
The system is built on top of Monday.com and can be shaped to fit your processes, from customized pipelines and forms to contact cards that display the right information for each team.
Automations manage reminders, tasks, and email flows, while real-time overviews provide insight into sales, activities, and forecasts.
Integrations with tools like Gmail, Outlook, Slack, and HubSpot, along with access via mobile and the cloud, allow the team to work from anywhere.
Advantages:
Adaptable to your processes with pipelines, forms, and contact cards
Drag-and-drop makes it easy to follow leads and drive deals
Automations handle reminders, tasks, and email flows
Real-time overviews of sales, activities, and forecasts
Integrations and mobile/cloud enable work from anywhere
Perfect for sales teams and account managers who want to work more structured, collaborate better, and gain complete insight into the customer journey.
Plans:
