monday CRM
A single, powerful hub for managing all your client relationships, thanks to monday.com’s CRM solution.
- Easy to use
- Fully customizable
- Built-in AI features
- Easy to use
- Fully customizable
- Built-in AI features
These companies chose monday.com
What is monday CRM?
monday CRM is a customer relationship management platform powered by monday.com. This cloud-based tool brings all your client-facing processes – like sales, account management, and customer support – into one central hub. With monday CRM, you can manage contacts, track leads, automate tasks, and collaborate seamlessly with your team.
Designed to grow with your business, monday CRM offers the flexibility and customization you need. It’s easy to use and helps teams close more deals, strengthen client relationships, improve efficiency, and gain valuable insights into performance across the board.
Why choose monday CRM?
Speed up processes with AI
Your time is too valuable for endless copy-pasting and switching between tools. With AI in monday CRM, everything runs more smoothly: conversations are automatically summarized, customer data fills in by itself, and you can draft personalized emails in just a few clicks. You work just as you always have, but now with a smart assistant quietly helping you along the way.
Forget searching through notes, let AI summarize
With AI, you get an instant, clear summary of all your contact’s activity history. No need to sift through notes. AI automatically compiles key interactions, so you can quickly review and act faster on the next steps.
Personalized emails in just a few clicks
Let AI help craft tailored messages that resonate with your clients. By processing context and relevance, you create a lasting impact while maintaining consistent communication.
Customer information filled in automatically
When new leads come in, AI automatically populates all relevant information. This makes it easy to move forward without wasting time searching, allowing you to respond faster and follow up more effectively.
Get the most out of monday CRM with Tryve
Benefits of monday CRM
Accelerate Your Sales Process
Respond to opportunities faster. Automated workflows ensure that your team collaborates efficiently and stays up to date. For example, your manager is automatically notified when a deal is closed, without manual intervention.
Make Data-Driven Decisions
Unlock powerful insights with customizable reports and real-time analytics. monday CRM gives you a clear picture of your sales pipeline and team performance, empowering you to make smarter, faster decisions that drive success.
Integrate with Your Favorite Tools
monday CRM seamlessly integrates with the tools you already use, like Outlook, Slack, Docusign and Google Workspace. This keeps everything in sync, ensuring your team always has the most up-to-date information at their fingertips.
Who is monday CRM for?
monday CRM is for anyone who wants to get the most out of their customer relationships without getting lost in administrative tasks. Whether you’re an entrepreneur, sales team member, or account manager, monday CRM helps you manage everything efficiently so you can make better use of your valuable time.
- Executives
- Sales leads
- Sales teams
- Account managers
- IT & Ops
Contact Us
Interested in learning how monday CRM can enhance your business? We’re here to assist you.
Have any questions? Explore our FAQs below for more information.
monday CRM
FAQs
Is a CRM necessary if my sales process is simple?
Even with a simple sales process, monday CRM adds significant value. It helps you manage customer relationships more effectively, track emails, set follow-up tasks, and enables your team to work more transparently, ensuring that important details are never overlooked.
