Can monday.com be used as a CRM?

Manage your clients and their lifecycle efficiently and openly with the rest of your team!

The platform was created for companies and people to work together, collaborate, create transparency and visibility; most importantly it is endlessly customizable. With that, you can easily customize monday.com as a CRM.

Create a sales pipelines

With monday.com you can build sales pipelines and use our bright and colorful status columns to visually present the status of ongoing leads, create interval boards to ensure you and your team are up to date on the life cycle of every client, keep all of your client information in one centralized place and much more.

Manage your accounts

You can also manage particular accounts in one board. Here you can view the sales person associated to the account, their plan types, view the MRR, number of users and much more!

Manage your contacts

Create a Lead Management or Contacts board to manage all your clients’ contact information!  You can then link this board to the Sales Pipeline when needing to quickly access contact information!

 

More features to come!

We're constantly adding new features & enhancing existing ones so please have a look over our Column Center and see which of the new columns would improve your board!

For example, World Clock will help you avoid the uncomfortable mistake of calling someone too early (or too late), Location can mark where you field reps or customers are and Phone will speed things up by opening the default communications app once you click on their number.

If you have any further questions please don't hesitate to reach out to our customer success team at support@monday.com! We are here for you 24/7.