A customizable CRM on monday.com that connects the sales pipeline to post-sale delivery.

01

What we do with monday CRM

Open any item to see how we implement and run monday CRM.

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01

CRM board and pipeline setup

monday CRM

We build monday CRM boards for leads, contacts, accounts and deals, with stages that match your sales process.

What’s included

  • Lead, contact and deal boards
  • Pipeline stages
  • Custom columns

Category

CRM

Talk to us about monday CRM
02

Email, calendar and activity tracking

monday CRM

monday CRM syncs Gmail or Outlook and logs calls, meetings and emails against each deal.

What’s included

  • Email sync
  • Activity timeline
  • Email templates

Category

CRM

Talk to us about monday CRM
03

Sales-to-delivery handoff

monday CRM

Won deals in monday CRM can create projects on monday.com work management boards automatically.

What’s included

  • Handoff automations
  • Connected boards
  • Client onboarding templates

Category

CRM

Talk to us about monday CRM
04

Sales dashboards and forecasting

monday CRM

monday CRM dashboards show pipeline value, forecast and rep performance in one place.

What’s included

  • Forecast dashboard
  • Rep leaderboards
  • Goal widgets

Category

CRM

Talk to us about monday CRM
Downtown street with glass towers, Vancouver
02

Pairs with

Also in CRM

Peace Bridge and Calgary skyline at night, Calgary

Contact

Let’s get to work. Start a conversation.

hello@builtwithdigital.comBook a call