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MS

monday sales CRM

Visual CRM on the flexible monday.com platform

PaidAdded Mar 1, 2022

About

monday sales CRM is built on the monday.com Work OS platform, providing visual sales pipeline management with drag-and-drop deal tracking, email integration, activity logging, and team collaboration. It leverages monday.com's flexible board system so you can customize pipelines, views, and automations without coding. Includes email sync with Gmail and Outlook, mass email capabilities, quote generation, and forecasting dashboards. Best suited for teams already using or considering monday.com for project management.

Tags

visual-crmsales-pipelinecustomizableteam-collaborationemail-integration

Origin Story

By Roy Mann

The Problem

CRMs live in isolation from the work that follows a sale. Connecting CRM to project management creates a seamless customer lifecycle.

Building It

monday.com founded 2012, IPO 2021 (NASDAQ: MNDY). CRM product launched 2022. 225K+ organizations use monday.com.

What It Means

Shows that CRM built on a flexible work platform adapts to how each team actually sells.

The Dream

Unify sales and operations on one platform so nothing falls through the cracks after a deal closes.

Pricing

ModelPaid
Starting at$12/mo

Basic CRM at $12/seat/mo (min 3 seats). Standard at $17/seat/mo. Pro at $28/seat/mo. Enterprise custom. 14-day free trial.

View pricing

Category

Crm Sales

Problems Solved

  • Crm Disconnected From Project Management
  • Rigid Crm Pipelines That Cant Be Customized
  • Sales Team Collaboration Gaps

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