monday CRM
Customisable CRM by monday.com
Tailor your CRM to suit your sales process and centralise all client communication with monday CRM.
User-Friendly CRM Tailored to Your Business
1. Import Leads
Import all your contacts and leads from CSV file or through a monday.com form and keep all important contacts in one place.
2. Update Boards
monday CRM comes out-of-the-box with Leads, Contacts, Accounts and Deals boards, plus time-saving automations.
3. Customise!
Edit boards, dashboards and add whatever you need to ensure your monday CRM suits your specific business processes.
Key Features
Watch our free monday.com CRM webinar as we highlight key features including:
- Leads, Contacts, Accounts and Deals Boards
- Sales Dashboards and Reports
- Deal Stages and Item Card Views
- Time-Saving Automations
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Our monday CRM Services
Installing monday CRM is easy, but implementation can be a challenge. Our expert team of monday CRM consultants will build your platform to suit your business needs and train your entire team on the brand new system.
monday CRM Configuration
monday CRM Training
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Book a Free Demo or Consultation
Book a free monday CRM demo or consultation with our professional services team to get started.
SUCCESS STORIES
Our monday.com testimonials
We've helped hundreds of UK companies with monday.com, including training and implementation of monday CRM.
Ben Krebs
Head of Production
Cyrille Charro
Creative Operation Manager
Elly Butler
Education Manager
