The CRM software that's simple to set up and easy to use
One place to manage every aspect of your sales process.
Flexible and Intuitive, Customizable to Fit Your Sales Cycle
Easily turn ideas or meeting outcomes into actionable tasks with monday.com’s automated task generation. Quickly create tasks that drive deals forward and keep your team on track—all in seconds. Save time, reduce manual work, and boost productivity with seamless automation.
Centralize Client Communication
Communicate efficiently with your contacts by integrating your email. Automatically log sent emails, keep track of interactions, and use personalized email templates to save you time..
Save Time with One-Click Automations: Automate Tasks to Close More Deals
Improve your workflow and close more deals by automating repetitive tasks. With one-click automations, you can automatically assign leads to sales reps, set reminders for important activities, get notified when a lead opens an email, and more. Save time, reduce manual work, and focus on what matters most.
Get the full picture. From every single deal to the entire overview
Get an instant overview of each
deal
With a single click, quickly access all the information you need to close deals. View contact details, understand deal progress, and what needs to be done next.
Increase visibility
with customizable dashboards
Easily build dashboard in real time with no development help. Gain insights into where deals stand, expected revenue, your team’s performance, and more.
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