monday CRM
by monday.com · Source: Official website
Sales CRM built on the monday.com Work OS.
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About monday CRM
monday CRM is the customer relationship management product from monday.com for sales, marketing and account teams in small, mid-sized and enterprise companies. Leads, contacts, accounts and deals sit on boards that can be adapted without developers, with Gmail and Outlook integration, e-mail tracking, automations and dashboards for forecasts and pipeline coverage. AI features include a call notetaker, deal summaries, data enrichment and agents for lead sourcing and meeting preparation, and it connects to Slack, Zoom, QuickBooks and DocuSign.
Features
- Lead and deal tracking
- E-mail sync
- Sales automations
- Dashboards
- Customisable pipeline
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More from monday.com
- monday work management
Customisable boards, automations and dashboards for any team's projects.