One platform for all your customer relations and sales processes
Manage your prospects, contracts and customers in a single space.
More than 180,000 customers worldwide place their trust in us
Get a clear view of your sales pipeline so you can boost your productivity
Integrated with Monday.com Work OS, this solution enables you to manage and track your team's progress to ensure you achieve your objectives.
Flexible and intuitive
Customizable to match your sales cycle
Easily customize your CRM to work for you, without the need for a developer. Modify contract signature steps, add as many columns as you like, manage multiple pipelines at once, and much more.
E-mails and activities
Centralize customer communications
Communicate effectively with your contacts by integrating your e-mails. Automatically log sent e-mails, track interactions and use personalized e-mail templates to save time.
Automations
Save valuable time by automating sales processes
Close more deals by automating manual tasks. Automatically assign leads to sales reps, set reminders for upcoming activities, automate follow-ups based on time spent, and much more.
Customer information
Get an instant overview of each contract
With just one click, you can quickly access all
the information you need to do business. Consult contact details, understand the status of the contract and what needs to be done next.
Dashboards
Gain visibility with customizable dashboards
Easily create real-time dashboards
without the need for a developer. Gain visibility on transaction status, expected sales, team performance, and more.
From pre-sales to after-sales on a single platform
Collect leads from any source, centralize and qualify each lead in one place, and automatically evaluate them according to personalized criteria.
Customize your pipeline without the need for a developer, drag and drop contracts at every stage, automate manual work, and keep track of all interactions in one place.
Keep track of your customers from A to Z. Keep a record of your contacts and account information, log activities and send e-mails all from one place.
Manage your after-sales activities in one place, so you can stay on top of customer projects, track collections and more.
Plan and accelerate your sales recruitment process, and give your sales team the tools and resources they need to close more deals.
Connect your CRM to the tools you already use
They talk about it better than we do
"monday.com CRM has created infinite possibilities that we didn't have before."
Our monday.com certifications
Contact us
As a certified partner, we can help you implement monday.com in your company.
This form is protected by reCAPTCHA and the Privacy Policy and the Terms of use apply.
You can also reach us at +41 32 588 30 50
Our opening hours: Mon-Fri: 08h00-12h00 / 13h30-17h00
