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Discover new ways to use monday CRM across work and life.
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Industries
Show all
🏘️
Real Estate
Explore real estate CRM templates to manage property listings, track leads, and organize client relationships. Designed for agents and brokers to close more deals.
🛍️
Retail
Boost your retail business with templates to track sales, manage inventory, and align teams. Keep operations running smoothly and improve customer satisfaction.
⚖️
Legal
Discover legal templates to track cases, clients, and deadlines with precision. Perfect for law firms and legal teams looking to streamline case management.
🧾
Insurance
Use insurance CRM templates to organize policies, manage clients, and track claims efficiently. Simplify operations for insurance agents and companies.
💰
Finance
Finance templates built to manage budgets, reports, and workflows with precision. Track expenses, automate reporting, and improve financial oversight.
🏗️
Construction
Plan and manage construction projects with customizable templates. Track crews, timelines, and deliverables from blueprint to completion.
🎓
Education
Education CRM templates to manage students, classes, and academic programs. Perfect for schools, universities, and training providers.
🗑️
Waste Management
Waste management CRM templates to track recycling, collection, and disposal. Designed for sustainability and operations teams.
🏥
Hospitality
Hospitality templates designed to streamline guest services, reservations, and daily operations. Ideal for hotels, restaurants, and service providers.
🍽️
Food & Beverage
Food and beverage templates to track orders, menus, and inventory. Keep operations fresh and organized for restaurants, cafes, and catering businesses.
📡
Telecommunications
Manage telecom projects, assets, and support operations with industry-ready templates. Improve efficiency for communication and service providers.
🏅
Sports
Sports templates to coordinate training, matches, and performance tracking. Perfect for coaches, clubs, and organizations to stay on top of results.
✈️
Tourism
Tourism templates for managing bookings, itineraries, and customer experiences. Streamline operations for travel agencies, tour guides, and hospitality.
🧑💼
Recruitment
Manage candidates, interviews, and hiring pipelines.
📱
Social Media
Plan campaigns, schedule posts, and track engagement with social media templates. Built for marketing teams to grow and manage online presence.
🔌
Utilities
Utilities templates to coordinate maintenance, outages, and asset management. Designed for utility companies to streamline operations and reporting.
🏷️
Wholesale
Wholesale CRM templates to manage clients, sales, and inventory. Perfect for distributors and wholesalers to streamline operations.
📚
Publishing
Publishing CRM templates to manage authors, projects, and finances. Ideal for publishers and media teams to stay organized.
🚛
Transportation
Transportation CRM templates to track fleets, clients, and operations. Built for transport companies to improve logistics.
💻
Technology
Track dev cycles, features, and bugs all in one place.
📰
Media
Media CRM templates to track campaigns, clients, and finances. Designed for agencies, publishers, and media teams to deliver results.
⛏️
Mining
Mining CRM templates to manage operations, compliance, and finances. Perfect for mining companies to streamline projects and reporting.
🛋️
Interior Design
Interior design CRM templates to manage projects, clients, and budgets. Built for designers to deliver organized, creative work.
📦
Packaging
Packaging CRM templates to manage clients, production, and finances. Built for packaging companies to deliver efficiently.
🖨️
Printing
Printing CRM templates to manage clients, jobs, and finances. Perfect for printing businesses to deliver projects on time.
🛢️
Petroleum
Petroleum CRM templates to manage operations, clients, and compliance. Designed for petroleum companies to streamline workflows.
🏭
Manufacturing
Manufacturing CRM templates to manage production, clients, and suppliers. Perfect for manufacturers to streamline operations.
🚚
Logistics
Logistics CRM templates to track shipments, manage clients, and optimize routes. Designed for logistics and supply chain companies.
💊
Pharmaceuticals
Pharmaceutical CRM templates to manage research, clients, and compliance. Built for pharma companies to improve efficiency.
❤️
Non-Profit
Non-profit CRM templates to track donors, manage programs, and measure impact. Perfect for charities and organizations to stay organized.
🔬
Nanotechnology
Nanotechnology CRM templates to manage research, clients, and projects. Designed for teams innovating at the nanoscale.
⚓
Marine
Marine CRM templates to manage fleets, clients, and operations. Built for shipping and maritime businesses to improve efficiency.
🏛️
Government
Government CRM templates to manage operations, public services, and reporting. Built for agencies to improve efficiency and accountability.
📦
Import/Export
Import-export CRM templates to manage shipments, clients, and compliance. Ideal for trading companies handling global operations.
🏋️
Fitness
Fitness CRM templates to manage clients, track memberships, and schedule classes. Ideal for gyms, studios, and personal trainers.
📅
Event Planning
Event planning CRM templates to manage clients, vendors, and schedules. Perfect for planners and agencies to run events smoothly.
🎮
Gaming
Gaming CRM templates to manage players, track finances, and streamline operations. Perfect for gaming studios and communities.
🩺
Healthcare
Healthcare CRM templates to manage patients, staff, and workflows. Designed for clinics, hospitals, and healthcare providers.
🌱
Environmental Services
Environmental services CRM templates to manage sustainability, projects, and compliance. Built for teams driving environmental impact.
🛠️
Home Services
Home services CRM templates to manage clients, bookings, and projects. Perfect for contractors, repair teams, and service providers.
👗
Fashion
Fashion CRM templates to track collections, manage suppliers, and grow sales. Designed for brands and retailers in the fashion industry.
💼
Consulting
Consulting CRM templates to manage clients, projects, and proposals. Perfect for consultants and firms to streamline workflows and boost efficiency.
🚗
Automotive
Automotive CRM templates to track sales, manage service requests, and support customers. Ideal for dealerships, garages, and auto services.
🛡️
Cybersecurity
Cybersecurity CRM templates to track clients, manage incidents, and ensure compliance. Built for security teams and providers to improve protection.
🧬
Biotechnology
Biotechnology CRM templates to manage research, clients, and compliance workflows. Perfect for biotech teams driving innovation.
🏛️
Architecture
Manage design projects, clients, and budgets with architecture CRM templates. Built for architects and firms to deliver projects on time.
🚀
Aerospace
Explore aerospace CRM templates to manage projects, track operations, and coordinate teams. Built for aerospace companies to improve efficiency.
🎬
Entertainment
Entertainment CRM templates to organize productions, clients, and schedules. Built for agencies and creators to deliver seamless events.
⚡
Energy
Energy CRM templates for managing projects, finances, and compliance. Designed for energy companies to optimize resources and reporting.
🌾
Agriculture
Agriculture CRM templates to track crops, manage suppliers, and streamline operations. Designed for farms, co-ops, and agribusiness teams.
🛒
E-commerce
E-commerce CRM templates to track sales, manage inventory, and streamline marketing. Built for online stores to scale and retain customers.
Sales Use Case
Show all
🎯
Post-Sale Support & Retention
Ensure post-sale support and boost retention.
📋
Customer Relationship Tracking
Track every customer touchpoint to build loyalty.
🤝
Onboarding & Handoff
Smoothly hand off closed deals to onboarding teams.
♻️
Renewals & Upsells
Stay on top of renewals and upsell opportunities.
📜
Contract & Legal Process
Streamline contracts and approvals all in one place.
📝
Proposal & Quote Management
Create, send, and track proposals and quotes easily.
📆
Meeting & Demo Scheduling
Coordinate meetings and demos without the back-and-forth.
🔮
Opportunity/Forecasting
Forecast revenue and track opportunities with ease.
Popular templates
Wholesale Operations Management CRM Template
Wholesale Operations Management CRM Template
By Monday CRM
Wholesale Finance Management CRM Template
Wholesale Finance Management CRM Template
By Monday CRM
Waste Management CRM Template for for Account Executives
Waste Management CRM Template for for Account Executives
By Monday CRM