The CRM that generates business, not busy work
Speed up your sales with an intuitive CRM that your team will actually use. No code needed.
What would you like to manage with your CRM?
Business services
Real estate
Software & IT services
Media & communications
Manufacturing
Financial services
Consumer goods
Healthcare services
Other
Flexibility
Customize for any
customer-facing need
A CRM like you’ve never seen – ultra-customizable for even the most complex business needs, all without code. The intuitive drag-and-drop is a win-win for you and the IT team.
Automations
Reduce human error
with automations
Rest assured that your team is on top of every opportunity with automations that reduce manual work and the chance of error so they can focus on building relationships.
Communication hub
Keep track of every
interaction in one place
Whether you’re talking to clients, your team, or legal, do it all from one place. See every interaction and activity in a clear timeline that tracks the entire relationship lifecycle.
Integrations
Bring all your favorite
tools with you
Switching CRMs has never been easier – with over 500 apps to choose from, you can connect all your favorite tools into one consolidated workflow.
Dashboards & reporting
See tomorrow’s deals today
Get advanced reporting on your pipeline so you can go from big picture views to detailed drill-downs and spot red flags quickly, even when you’re on the go.
monday AI
Accelerate your
team’s sales with AI
Scale opportunities with less effort using AI. From generating meeting action items to writing perfect emails, small moments add up to hours saved for more efficient work.
Advanced solutions
for big companies
Pre-sales to post-sales all in one place
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails — all from one place.
Manage your post-sale activities in one place, so you can stay on top of client projects, collection tracking, and more.
Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
Lead management
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Deal management
Account & contact management
Post-sales management
Sales operations
monday sales CRM in action
"I couldn't even comprehend how we would report without monday sales CRM."
Dominic Harris | Co-Founder
"It is saving us time, it is keeping us organized, and it is working. We are so happy to have found monday sales CRM."
Lizzie Post | Co-president
“Because monday sales CRM is much easier to use than our old CRM, it requires less training.”
Luca Pope | Global Client Solutions Manager
"I couldn't even comprehend how we would report without monday sales CRM."
Dominic Harris | Co-Founder
"It is saving us time, it is keeping us organized, and it is working. We are so happy to have found monday sales CRM."
Lizzie Post | Co-president
Based on 1,000+ G2 Crowd reviews
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For product and development professionals and teams
Build agile workflows to drive impact across your product, design, and R&D teams.
Manage tasks and workflows to fuel team collaboration and productivity at scale.
Track and manage all aspects of your sales cycle, customer data, and more in one place.
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Frequently Asked Questions
- What is customer relationship management (CRM)?Customer Relationship Management is a platform that helps companies manage relationships and interactions with current and potential customers. A CRM software helps businesses improve customer relationships by connecting with customers, streamlining activities, and improving retention.
- What is a CRM software used for?A CRM software can be used to improve every part of the sales process, from pre- to post-sales. CRMs help companies build relationships with their customers by organizing all customer activity, interaction, and information in one place. This means that anyone on the sales team can understand exactly where a relationship stands.
CMRs also help companies optimize processes with automations that reduce manual tasks and keep work moving forward. Plus, integrations operate between the CRM and any external apps or platforms to make processes smoother and more centralized.
Data is also a central pillar for CRMs – they gather lots of data on the sales process, team members, the pipeline, and more. Then, anyone can display the data in many different ways to understand which areas are working well and which need improvement. This offers key insights into how to strengthen any company.
These are just a few of the ways to use a CRM software but with a flexible and customizable CRM, the possibilities are endless. - Why use a CRM software?A few reasons to use a CRM software include:
- Manage lead nurturing - A CRM automates many parts of the process that are time consuming and prone to human error, such as notifying sales reps when they should reach out to prospects, track interactions, and present the customer's journey as a full picture, so reps can make informed decisions on their next move.
- Boost in sales - A CRM helps teams create efficient sales processes, build sales pipelines, automate repetitive tasks, and parse sales data for insights that can increase closed deals. With a CRM, sales teams can create a reliable process to use for any deal.
- Helpful analytics - CRMs don't only collect customer data, they analyze it and present actionable insights so sales teams can tweak and optimize their process as necessary.
- Better customer service - CRMs manage a business's contacts and present important customer information—such as communications across all channels, purchase records, and more—to employees who need it. By easily accessing all relevant customer information, team members can provide a better customer experience.
- What are the different types of CRM?The three types of CRM are Collaborative CRM, Analytical CRM, and Operational CRM. Each type is built for different needs.
Collaborative CRMs for instance, improve the customer experience by making customer information and communications across team members and external stakeholders—like suppliers and distributors— easier.
Analytical CRMs boost customer retention and acquisition by collecting data from different channels (contact lists, email, social media, and more) and making it accessible and actionable.
Lastly, Operational CRMs are built for generating leads and closing deals by automating the repetitive processes such as identifying prospects or forecasting sales. - What makes a good CRM software ?A good CRM sales software helps you gain visibility into your sales pipeline, collects and qualifies leads from any source, allows you to customize your pipeline, provides a 360° view of your customers, and gives your sales team the tools they need to close deals.
- How does a CRM software help my business performance?A CRM software helps businesses track and manage every aspect of their sales cycle, customer data, and communications in one place. For example, a CRM could integrate with email, helping teams communicate efficiently with customers.
- What makes monday sales CRM stand out from other CRM software?monday sales CRM empowers you to streamline sales activities from pre- to post-sales, creating a comprehensive and frictionless sales cycle.
There are several key elements that set this CRM software apart from others:
Companies can completely customize the look and feel of the platform with flexible column types, detailed subitems, customizable views, robust sorting capabilities, and more.
Extensive automations power processes, reducing time wasted on manual work and freeing up time for more relationship building and selling.
Comprehensive data visualization includes live reports and analytics using prebuilt dashboard and widgets for deep and meaningful insights. This also includes a Kanban view, timeline view, Gannt charts, and headcount planning features.
The low-code/no-code platform means that even non-tech savvy users can jump in and design their own workflows with the intuitive, visual and easy to use interface.
