The CRM software that’s simple to set up and easy to use.
monday CRM lets you manage every aspect of your sales cycle in one centralised place. Use monday CRM to control your entire sales funnel and close more deals, faster by automating manual work and streamlining activities.
Built on top of monday.com Work OS, monday CRM is a no-code, customisable solution that empowers managers and sales teams to take control of their entire sales cycle – from lead capturing and sales pipeline management to post-sales management like client projects and client onboarding – all on one centralised platform. monday CRM enables your sales teams to create simple-to-use automations to significantly reduce the manual work that takes time away from focusing on what’s most important – your customers.
Manage your pre-sales and post-sales activities all in one place, such as:
Tailor monday CRM to work for you, with no-code dashboards that you can easily build yourself. Customise your boards to manage your contacts’ data, track every deal’s status, and get a full overview of your entire sales team’s capacity and progress with an intuitive interface that’s easy to adopt.
When you can customise all aspects of your sales cycle and customer data handling, you can change and adapt it as your team and processes grow, allowing for more freedom and efficiency within your organisation.
monday CRM comes equipped with everything you need to streamline your sales activities and close more deals, faster.
Collecting leads and communicating with them and your customers is a breeze with pre-made templates and the magic of automations – get notified the moment an email is opened or as soon as a lead becomes qualified.
Get a comprehensive, high-level view of how your entire sales team is performing with dashboards that quickly aggregate all activities from across your accounts, allowing you to track each KPI and watch your numbers grow with each closed deal.
monday CRM seamlessly integrates with the tools and apps that your sales teams already use every day. For example, monday.com CRM email integrations can automatically sync the messages in your regular inbox with your project workflows, creating action items from incoming emails, and ensuring that everything is accessible from one convenient location.
Set up any integrations with just a few clicks and no code required.
 |
Martin MacNamara |
|---|---|
 |
Senior Product Consultant |
 |
+353 (0)86 85 99 775 |
 |
martin@providentcrm.com |
