monday Sales CRM

Table of Contents

monday Sales CRM

One platform for every step of your sales cycle. monday sales CRM is customisable to meet the unique needs of each organisation, gives you the visibility into your sales pipeline and a 360o view of your customers. It has a user-friendly interface, easy for users to use and navigate, and to manage multiple pipelines at once. It empowers you to streamline sales activities from pre-to post-sales creating comprehensive and frictionless sales cycle.

monday sales crm service

Lead management

Collect leads from any source, centralise and qualify every lead in one place, and automatically score them based on custom criteria.

Deal management

Customise your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.

Account and contact management

Get a 360o 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-sales 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.

With monday sales CRM, customise to fit your sales cycle and organisation needs. Here's how -

Flexible and Intuitive - Customisable sales pipeline

monday allows you to create and customise your own sales pipeline stages, manage multiple pipelines at once, and allowing you to track the progress of deals from lead to sale.

Automations – Save valuable time

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. These extensive automations power processes, reduce time wasted and free up time for more relationship building and selling.

Visibility – Stay aligned

With a single click, monday allows you to get a quick access to all information you need to close deals. View contact details, understand deal progress, and what needs to be done next. 

Integration – Drive results and increase efficiency

It integrates with popular tools such as Google Calendar, Gmail, Outlook, Salesforce, Aircall, Twilio, Pandadoc, Zendesk, Copper, Pipedrive and Docusign. monday integrates with Salesforce to track leads and manage your entire sales pipeline between Salesforce and with ease. Twilio adds SMS notifications and phone calls to your workflow. Create customise messages to reach relevant people.

Marketing – All your marketing needs in one place

monday integrates with SurveyMonkey, Mailchimp, Facebook Ads, Hubspot, Clearbit, Typeform, Jotform,, Eventbrite, Data Studio and Hootsuite. With Facebook Ads for example, users can use monday to manage campaigns and collect leads all in one place. With Mailchimp, user can instantly update your mailing lists and seamlessly get statistics about campaign performance right inside your boards.

Insight – Get full picture

Comprehensive data visualization includes live reports and analytics using prebuilt dashboard and widgets for deep and meaningful insights into where deals stand, expected revenue, your team’s performance, and more.

monday sales campaign tracking
monday sales dashboard

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