monday CRM is a customer relationship management software designed to simplify and optimise the tracking of client interactions and business processes, from managing prospects to signing sales contracts. Versatile and intuitive, it helps sales teams centralise customer data in a clear pipeline view, while ensuring real-time performance tracking.

This software is suitable for a variety of industries and users, including:

• Sales teams: to improve lead and sales tracking,
• Marketing teams: to centralise campaigns and analyse performance,
• Real estate sector: to track properties, clients, and ongoing contracts.

It is suited to various types of businesses:

• Growing startups looking to structure their operations.
• SMEs and large enterprises seeking to automate and streamline their processes.

Key features include customisable sales dashboards for data visualisation, automation tools to reduce repetitive tasks, and multiple integrations to connect with tools already used by the company. monday CRM also stands out with its user-friendly interface, which enables teams to manage projects, client accounts, and prospects with just a few clicks.

What are the features of monday CRM?

Contact and account management

monday CRM centralises all information related to prospects and clients in an accessible database that is updated in real-time. Healthcare teams, for instance, can organise their contacts by service type or appointment history, while a sales team can personalise their approaches based on previously recorded interactions.

Each contact profile includes notes, attachments, and a detailed history of communications.

Sales pipeline management

The visual sales pipeline allows precise tracking of each stage in the sales cycle, with customisable statuses tailored to the sector.

For example, a consumer goods company can monitor a prospect’s journey from the initial contact to the contract signing, automatically assigning priorities or specific actions to team members.

AI assistant for email writing

monday CRM integrates an AI-powered email assistant, enabling the quick generation of professional messages based on a few prompts. The AI automatically adjusts the tone of emails (formal or informal) and corrects errors to ensure clear and impactful communication. Integrated directly into the platform, this feature helps sales teams save time while maintaining high-quality client interactions.

Customisable dashboards

With monday CRM, users can configure interactive dashboards for clear, sector-specific data visualisation. These dashboards feature dynamic graphs and customisable filters, allowing users to focus on essential metrics, such as conversion rates or quarterly business goals.

Automation of repetitive tasks

The software incorporates intelligent automation rules to streamline manual processes. A common example in financial services: when a client reaches an advanced stage in the pipeline, monday can automatically notify a manager or generate a ready-to-sign contract. Additionally, production teams can automate follow-ups with suppliers, saving time on reminders.

Multiple integrations

monday CRM’s strength lies in its native integrations with third-party tools such as:

• Gmail,
• Zoom,
• Salesforce,
• LinkedIn, and
• sector-specific software.

A real estate agency, for example, can synchronise its Google Calendar to schedule viewings directly from monday. Media and marketing companies can connect analytics tools like Google Analytics to monitor campaign performance alongside their sales pipeline.

Real-time reporting and analysis

The detailed and dynamic reports provided by monday CRM enable in-depth performance analysis across industries.

In marketing, for example, managers can evaluate campaign performance in real-time and adjust budgets accordingly.

In the healthcare sector, administrators can track appointment occupancy rates or the average time to close a case. These insights help anticipate needs and optimise available resources.

Why choose monday CRM?

• Unlimited customisation: monday CRM perfectly adapts to your needs with predefined templates and customisation options. Whether you’re in real estate or financial services, you can configure pipelines, statuses, and workflows in just a few clicks.
• Streamlined collaboration: centralise information and facilitate communication between teams. monday CRM ensures full transparency: every team member has real-time access to data, avoiding duplication and speeding up decision-making.
• Scalable solution: whether you’re a small team or a large company, monday CRM grows with you. Its modular plans allow you to start small and add features as your needs evolve.
• Quick implementation: the software sets up quickly without requiring technical expertise. Within hours, your team will be operational, with a CRM ready to use and delivering immediate benefits.
• Intuitive and visual interface: monday CRM stands out for its clean design and interactive dashboards, making it easy to use even for non-technical teams. You can quickly view key data and easily adapt the tool to your workflows.
• Excellent value for money: with its competitive plans, monday CRM offers an ideal balance between advanced features and controlled costs. It’s a powerful solution accessible to businesses of all sizes.
• Responsive customer support: with a team available 24/7 and comprehensive resources (tutorials, guides), monday CRM ensures a smooth user experience. You’ll receive support at every stage to make the most of the tool.