monday.com
Get this toolAbout monday.com
monday.com CRM is a highly visual and customizable CRM that leverages the platform’s popular work management software. It’s a great solution for teams that need a flexible and collaborative tool to manage their sales pipelines, client communication, and overall sales processes, with the ability to build and adapt workflows to their exact needs.
Key Features
- Visual Pipeline: Manage your sales process with customizable, drag-and-drop boards that can be viewed as Kanban, timelines, or charts.
- Automation: Automate repetitive tasks like lead assignment, follow-up reminders, and notifications.
- Email & Activity Management: Centralize client communication by syncing with your email and logging all calls, meetings, and notes.
- Customization: Build your own dashboards, forms, and workflows without coding to fit your unique sales cycle.
- AI-Powered Tools: Includes AI for drafting emails, prioritizing leads, and forecasting.
- Integrations: Connects with hundreds of apps like Gmail, Outlook, and Slack.
Best For
- Teams that need a highly flexible and customizable CRM. Businesses already using monday.com for other functions. Sales teams who prefer a visual and collaborative way to manage their pipeline. Companies that want a single platform for both sales and project management.