Built on top of monday.com Work Management, monday CRM empowers you to manage and track your entire sales lifecycle, and get a bird’s eye view of your team’s progress to ensure you achieve your goals.
Lead management
Collect and manage inbound and outbound leads, centralize and qualify every lead in one place, and automatically score them based on custom criteria. Automate follow-ups and use email templates to communicate effectively with leads when they enter your funnel.
Account and 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. Use a visual view to access all past interactions, opportunities, or projects they’re associated with, and more.
Opportunity management
See where opportunities stand with a visual pipeline. Customize your pipeline without the need for a developer, drag and drop opportunities between stages, automate manual work, and track all contact interactions in one place.
Sales forecasting
Keep track of your sales projections easily. Set the deal value and close probability, then leverage reports to track forecast vs. actual sales, and drill down forecast by month, sales rep, or any other criteria.
Real-time tracking and reporting
Increase visibility with customizable dashboards that instantly report your most important numbers and status updates. Manage your team’s funnel and quota attainment over time. Use advanced analytics to gain insights into your team’s performance and activities, pipeline and revenue, expected collection, and more.
Account management: Track the onboarding progress of your clients and manage renewals.
Client projects: For every won deal, manage and track your client projects: calculate billable hours, send quotes, and collaborate with stakeholders across all teams.
Collection tracking: Track your client collection status, get an overview of the expected collection, and easily spot where to put your attention.
Headcount planning: Plan, track, and manage your hiring process to meet your goals on time.
Sales team onboarding: Plan and run a smooth onboarding process for every new rep on your team.
Sales collateral: Equip your sales team with up-to-date resources, knowledge, and sales materials to get them ready to start selling.
Documents for Sales: Create a library of all the documents you need to close deals, including legal, security, financial, and more.
