monday CRM
A CRM your team keeps updated.
monday CRM set up with your pipeline, contacts, email sync and automations, simple enough that people actually use it.
What’s included
monday CRM, built around your sale
We keep it simple so the pipeline stays current.
- Deals pipeline and stages
- Contacts and accounts boards
- Lead capture forms and routing
- Email and calendar sync
- Activity tracking and reminders
- Quotes and post-sale handoff boards
- Sales dashboards and forecasts
- Data import and cleanup
How it works
How we build it
Map
We walk through your sales steps and handoffs.
Build
Boards, automations and syncs set up and tested.
Train
Reps and managers learn the daily routine.
Who it’s for
Who it helps
Teams already on monday.com
Run sales in the same place as delivery.
Small sales teams
A CRM without the complexity.
Businesses with long handoffs
Move a won deal straight into a project board.
Questions
Frequently asked
Is monday CRM different from Work Management?
Yes. monday CRM adds sales features like email sync and deal tracking.
Can deals turn into projects automatically?
Yes. A won deal can create a project from a template.
Can you import our contacts?
Yes, cleaned and mapped to the right columns.
Do we need to buy monday.com through you?
No. You can use your own monday.com account. If you don’t have one yet, we can help you choose the right plan and seats.
Ready to get started?
30 minutes, no pressure. We’ll map out what you need and what it takes.