monday CRM

Easily centralize and track communication with your customers:

Email sync & tracking

Stay on top of every interaction by syncing your Gmail/Outlook to send and receive emails, automatically log emails, and notify you when a lead opens or replies.

Email composition

Writing emails is easier and faster with AI-assisted email composition, advanced HTML editing, and customizable email templates.

Mass emails

Send personalized emails to prospects and leads in bulk to save time on manual work and make outreach more efficient.

Activity management

Log any lead or contact-related activity like calls, meetings, notes, and more to always know where communication stands.

Keep track of your pipelines, targets, and team performance:

Dashboards Access

advanced CRM software features that increase visibility such as custom dashboards that instantly report your deal progress, sales figures, and team performance.

Sales forecasting

Set the deal value and close probability, then leverage reports to track forecast vs. actual sales, and drill down forecast by month, sales rep, and more.

Activity tracking

Access all your team’s activities, like calls and meetings, in one place to track their performance, understand their capacity, and plan ahead.

Team goals

Manage your team’s quota attainment over time, track wins and view goals for specific members or the entire team.

Seamlessly connect all your new and existing data in one place:

Import your data

Bring over all your existing leads, contacts, and accounts from Excel or through an API directly into monday to boost your CRM functionality.

Merge duplicate data

Receive alerts when you enter a duplicate lead or account, and eliminate overlaps by identifying and merging duplicate leads and contacts.

Lead capturing

Capture leads by integrating with your existing tools, by adding a form to your website, or simply by adding them manually when you reach out.

Manage your sales process and client communications wherever you are:

Call logging

Seamlessly log your calls with an automatic summary screen that suggests prebuilt quick responses

Activity tracking

Regardless of where you are, stay informed with instant access to past emails and activity on your phone.

Contact management

Access and manage your contacts from anywhere and send emails on the go, closing deals faster