Customize in minutes
to fit your sales cycle
Easily tailor your CRM to suit you, without any development help. Edit deal stages, add as many columns as you'd like, manage multiple pipelines at once, and more.
The AI-powered CRM your team will love
Sell faster with the most intuitive CRM - powered by AI and code-free automations.What would you like to manage with your CRM?
Business services
Real estate
Software & IT services
Media & communications
Manufacturing
Financial services
Consumer goods
Healthcare services
Other
Stay one step ahead
with AI
with AI
Turn ideas or meeting outcomes into actionable tasks in seconds to automatically move deals forward.
Quickly create any type of email or use smart template suggestions for emails that hit just the right note, every time.
Create polished content for every step of the sales cycle or summarize anything from a call transcript to meeting notes.
Expert or not, craft formulas for even the most complex pipeline reporting needs using your own words.
Stay one step ahead
with AI
with AI
Automated task generation
Turn ideas or meeting outcomes into actionable tasks in seconds to automatically move deals forward.
Email composition and rephrasing
Content generation and summarizing
Formula building
Customization
Automations
Sequences
Dashboards
Customize in minutes
Customization
Customize in minutes
to fit your sales cycle
Easily tailor your CRM to suit you, without any development help. Edit deal stages, add as many columns as you'd like, manage multiple pipelines at once, and more.
Automations
Save valuable time with one-click automations
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.
Sequences
Maximize engagement with every contact
Efficiently reach contacts at every stage of your pipeline with the right message using powerful features like personalized sequences, mass emailing & tracking, and AI email writing.
Dashboards
Get an instant overview
of each deal
Easily build dashboards in real time with no development help. Gain insights into where deals stand, expected revenue, your team’s performance, and more.
Mobile app
Manage everything,
from anywhere
from anywhere
With a dedicated mobile experience that makes it easy to manage your pipeline on the go, you’ll always be in the loop. Automatically logging calls, checking report statuses, and adding new activity are just a few of the actions that are a click away.
Pre-sales to post-sales all in one place
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails — all from one place.
Manage your post-sale activities in one place, so you can stay on top of client projects, collection tracking, and more.
Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
Bring all of your essential processes and data into monday CRM for your smoothest workflows yet. Who said you can’t have your apps and use them too?
Lead management
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Deal management
Account & contact management
Post-sales management
Sales operations
Integrations
monday CRM in action
"I couldn't even comprehend how we would report without monday CRM."
Dominic Harris | Co-Founder
"It is saving us time, it is keeping us organized, and it is working. We are so happy to have found monday CRM."
Lizzie Post | Co-president
“Because monday CRM is much easier to use than our old CRM, it requires less training.”
Luca Pope | Global Client Solutions Manager
"I couldn't even comprehend how we would report without monday CRM."
Dominic Harris | Co-Founder
"It is saving us time, it is keeping us organized, and it is working. We are so happy to have found monday CRM."
Lizzie Post | Co-president
Based on 1,000+ G2 Crowd reviews
