monday.com

CRM and Sales

The CRM platform that is simple to setup and easy to use

Manage your clients and their lifecycle efficiently and openly with the rest of your team! monday.com was created for companies and people to work together, collaborate, create transparency and visibility.

A CRM is a central place to organize all the details of your customers and make it easy for whole team to track the status of every customer relationship. It helps you keep a record of information that you can references at any time.

Integrations of Monday.com CRM like Slack, Asana, Google Calendar, JIRA, Trello, Gmail, GitHub, Zapier, etc.

monday.com crm

Why CRM from Monday.com?

With Monday.com you can get started in minutes with their ready-made CRM and Sales Templates. Manage your entire sales pipeline in one place for greater clarity, visibility, and maximum efficiency. Store your contacts and tasks in one central place with automated reminders, valuable insights, and optimized workflows. Easily manage all incoming and existing contacts by customer type, priority, contact details, and more.

Monday.com as CRM

    Monday.com CRM features:

  • Exportable contact database
  • Total visibility
  • Constant monitoring
  • Lead/Pipeline management
  • Consolidated contact information
  • Customization
  • Mobile-optimized
  • Open API
  • Tracks prospects, clients & deals

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