monday.com for CRM
Set up & optimise monday.com as a CRM for your organisation
Revolutionise your sales strategy with monday.com’s intuitive CRM
In the competitive landscape of sales, efficiency is key. With the right tools at your disposal, you can streamline your processes, nurture leads effectively, and close deals faster. Enter monday.com’s Sales CRM – a game-changing platform designed to empower sales teams of all sizes to excel.
Unparalleled Customisation
No two sales processes are identical, and monday.com understands this implicitly. That’s why their Sales CRM is built on a foundation of unparalleled customisation. From the initial lead generation to post-sale customer management, every aspect of the sales pipeline can be tailored to suit your unique requirements. Whether you’re managing B2B or B2C sales, selling products or services, or operating in a specific industry niche, monday.com provides the flexibility to adapt and thrive.
Streamlined Lead Management
Gone are the days of scattered spreadsheets and disjointed email chains. monday.com centralises your lead management process, allowing you to capture, track, and nurture leads from a single, intuitive interface. With customisable lead statuses, automated notifications, and real-time collaboration features, you can ensure that no opportunity falls through the cracks. Visualise your sales pipeline, identify bottlenecks, and prioritise your efforts with ease.
Seamless Communication and Collaboration
Successful sales are often the result of effective teamwork, and monday.com facilitates seamless communication and collaboration among your sales team members. With built-in messaging, file sharing, and activity logging, everyone stays on the same page – no matter where they are. Say goodbye to endless email threads and missed messages, and hello to streamlined collaboration that drives results.
Actionable Insights with Advanced Analytics
Data is the lifeblood of modern sales, and monday.com’s Sales CRM provides you with the tools you need to harness its power. Track key performance metrics, analyse trends, and gain valuable insights into your sales process with advanced analytics capabilities. Identify your top-performing salespeople, pinpoint areas for improvement, and make data-driven decisions that propel your business forward.
Integration with essential tools
Your sales ecosystem likely comprises a variety of tools and platforms, and monday.com seamlessly integrates with them all. Whether you’re using marketing automation software, email marketing platforms, or accounting systems, monday.com ensures that your data flows smoothly between applications. Say goodbye to manual data entry and hello to a connected sales stack that works in harmony to drive results.
Exceptional customer support
At monday.com, customer satisfaction is paramount, and their dedicated support team is always on hand to assist you. Whether you’re a seasoned sales professional or new to CRM software, their experts are ready to provide guidance, answer questions, and help you make the most of the platform. From onboarding assistance to ongoing support, monday.com is committed to your success every step of the way.
Join the sales revolution
Ready to revolutionise your sales strategy? Join the thousands of businesses worldwide who trust monday.com’s Sales CRM to drive results. Whether you’re a small startup or a global enterprise, monday.com has the tools and expertise you need to thrive in today’s competitive marketplace. Schedule a demo today and experience the power of monday.com for yourself. Your sales success starts here.
We partner with the world’s best..
Want to talk? Let's discuss your business
Find out how you can optimise your operations, simplify how your team works & boost organisational productivity. Tell us some information about your business & how you work. We'll be in touch, quickly.
"*" indicates required fields
Manage leads into your sales workflow with ease
monday.com CRM offers powerful lead management features designed to streamline your sales process. Capture and organise leads from multiple sources effortlessly, then assign them to team members for immediate follow-up. Customisable pipelines and automation tools ensure no lead falls through the cracks by setting reminders and updates automatically. Detailed analytics and reporting capabilities provide insights into lead performance and sales forecasts, helping you make data-driven decisions. The platform’s intuitive and visual interface promotes seamless team collaboration, allowing everyone to stay updated on lead status and activities. Enhance your lead management strategy and boost conversion rates with monday.com CRM.
Build a database of contacts, organisations & more
monday.com CRM excels in managing contacts and accounts, providing a centralised hub for all client information. Easily import contacts and accounts, then organize them with customisable fields to match your business needs. The platform enables seamless tracking of interactions, helping you maintain a complete history of communications and activities. Automations keep your team updated on key account changes and upcoming tasks. With advanced filtering and search options, you can quickly locate specific contacts and accounts. The intuitive interface supports collaboration, ensuring team members can easily access and update information. Enhance relationship management and streamline operations with monday.com CRM’s robust contact and account features.
Progress opportunities through to quotes
monday.com CRM offers comprehensive opportunities functionality tailored for managing your sales pipeline effectively. Capture and track potential deals with ease, assigning them to team members and setting custom stages to reflect your sales process. The platform’s automation capabilities streamline follow-ups and updates, ensuring no opportunity is missed. Visual dashboards provide real-time insights into pipeline health and performance, helping you make informed decisions. Detailed analytics and reporting tools offer a clear view of opportunity progress and forecasts. The user-friendly interface promotes team collaboration, allowing seamless updates and communication on each deal. Boost your sales efficiency with monday.com CRM’s opportunities management.
Manage post sales workflows with ease
monday.com CRM enhances post-sales workflows with its robust functionality, ensuring smooth transitions from closed deals to ongoing client management. Customisable templates allow you to create structured processes for follow-ups, onboarding, and customer support. Automation features streamline task assignments and deadline reminders, keeping your team on track. The platform’s visual interface offers clear visibility into post-sales activities, helping you monitor progress and address issues promptly. Detailed reporting tools provide insights into client satisfaction and post-sales performance. Seamless integration with other tools ensures all client information is centralised, promoting efficient communication and collaboration. Elevate your post-sales process with monday.com CRM.
Dynamic reporting to visualise key data
monday.com CRM’s dashboard and reporting functionality offers powerful tools to visualise and analyse your sales data. Customisable dashboards provide real-time insights into key metrics, enabling you to track team performance and sales progress at a glance. Advanced reporting features allow you to generate detailed reports tailored to your business needs, helping identify trends and areas for improvement. Automations ensure reports are updated and distributed regularly, keeping your team informed. The intuitive interface facilitates easy data manipulation and sharing, promoting informed decision-making and strategic planning. Enhance your business intelligence with monday.com CRM’s comprehensive dashboard and reporting capabilities.
Integrate emails, calendars and meetings
monday.com CRM seamlessly integrates emails, calendar, and meetings to streamline your workflow and enhance productivity. Sync your email accounts to track communication directly within the CRM, ensuring all interactions are logged and accessible. Calendar integration allows you to schedule and manage meetings effortlessly, with automated reminders to keep you on track. Coordinating with clients and team members becomes seamless, as all relevant information is centralised. Customisable automations can trigger follow-ups and update statuses based on email and meeting activities. This integration ensures that your sales process is cohesive and efficient, enhancing communication and time management within monday.com CRM.
One Platform. Limitless Workflows
Manage CRM workflow inside your organisation with monday.com
