Discover how efficient you can be with the right CRM features
Take your workflows up a notch with CRM features that help you automate repetitive work, centralize customer communication, and organize your data in one place.
Get closer to your customers
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.
Writing emails is easier and faster with AI-assisted email composition, advanced HTML editing, and customizable email templates.
Send personalized emails to prospects and leads in bulk to save time on manual work and make outreach more efficient.
Log any lead or contact-related activity like calls, meetings, notes, and more to always know where communication stands.
Performance tracking made easy
Keep track of your pipelines, targets, and team performance
Access advanced CRM software features that increase visibility such as custom dashboards that instantly report your deal progress, sales figures, and team performance.
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.
Access all your team’s activities, like calls and meetings, in one place to track their performance, understand their capacity, and plan ahead.
Manage your team’s quota attainment over time, track wins and view goals for specific members or the entire team.
Organize your data in one place like a pro
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.
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.
Access your CRM anywhere, anytime
Manage your sales process and client communications wherever you are
Seamlessly log your calls with an automatic summary screen that suggests prebuilt quick responses
Regardless of where you are, stay informed with instant access to past emails and activity on your phone.
Access and manage your contacts from anywhere and send emails on the go, closing deals faster
Win back time with no-code automations
Use or create your own automations to do the manual work that steals selling time
Manage your entire sales pipeline
without switching tabs
Unlock the power of
monday sales CRM
Get exactly what you need out of your CRM software with 100+ apps built specifically for monday.com