The CRM software that's simple
to set up and easy to use
monday.com lets you handle all your work in one place.
What would you like to manage with your CRM platform?
Sales pipeline
Contact management
Lead management
Lead capturing
Customer projects
Marketing activites
Customer onboarding
Team tasks & projects
Other
Gain visibility into your sales pipeline to boost productivity.
Flexible and intuitive
Customizable to fit your sales cycle
Easily tailor your CRM software to work for you, without any development help. Edit deal stages, add as many columns as you'd like, manage multiple pipelines at once, and more.
Emails & Activities
Centralize client communication
Communicate efficiently with your contacts by integrating your email. Automatically log sent emails, keep track of interactions, and use personalized email templates to save you time.
Automations
Save valuable time by automating sales processes
Close more deals by automating repetitive work. Automatically assign leads to reps, set reminders for upcoming activities, get notified when a lead opens an email, and more.
Get the full picture.
From every single deal to the entire overview.
From every single deal to the entire overview.
Get an instant overview
of each deal
With a single click, quickly access all the information you need to close deals. View contact details, understand deal
progress, and what needs to be done next.
progress, and what needs to be done next.
Increase visibility with customizable dashboards
Easily build dashboards in real time
with no development help. Gain insights into where deals stand, expected revenue, your team’s performance, and more.
with no development help. Gain insights into where deals stand, expected revenue, your team’s performance, and more.
Connect your CRM platform with the tools you already use
Trusted by 152,000+ customers worldwide
Pre-sales to post-sales all in one place
Lead management
Deal management
Account & contact management
Post-sales management
Sales operations
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
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
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
Account & contact management
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails—all from one place.
Post-sales management
Manage your post-sale activities in one place, so you can stay on top of client projects, collection tracking, and more.
Sales operations
Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
“monday.com CRM has opened countless doors of opportunities that we never had before.”
Features you'll love
Explore more powerful monday products
For professionals and teams managing tasks & workflows
Manage tasks and workflows to fuel team collaboration and productivity at scale.
For marketing and creative professionals and teams
Manage and collaborate on marketing and creative projects to launch campaigns.
For sales professionals and customer-facing teams
Track and manage all aspects of your sales cycle, customer data, and more in one place.
For product and development professionals and teams
Build agile workflows to drive impact across your product, design, and R&D teams.
For PMO teams and project manager professionals
Plan, collaborate, and execute on every project and portfolio to reach your goals, faster.
For sales professionals and customer-facing teams
Track and manage all aspects of your sales cycle, customer data, and more in one place.
Manage tasks and workflows to fuel team collaboration and productivity at scale.
Manage and collaborate on marketing and creative projects to launch campaigns.
Track and manage all aspects of your sales cycle, customer data, and more in one place.
Build agile workflows to drive impact across your product, design, and R&D teams.
Plan, collaborate, and execute on every project and portfolio to reach your goals, faster.
Based on 1000+ reviews on G2.com Crowd Reviews
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 is used to help companies build customer relationships, optimize processes, increase sales, and strengthen customer service. Why use a CRM?
A few reasons to use a CRM 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?
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 help my business performance?
A CRM platform 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.
