With monday CRM, you can manage all aspects of your sales cycle and customer data in one central place. Fitted with multiple unique features created just for CRM teams, monday CRM can be used to fit all of your teams' needs.
In this article, we'll review some of the amazing features that can only be found in monday CRM:
Board features
- Item creation form
- Manage duplicates
- Conditional status changes
- CRM item overview
- CRM Excel import
- Round robin automations
Views, Charts, and Widgets
- The Funnel Chart Widget
- Deal Stages Widget
- Deal Insights Widget
- Leaderboard Widget
- Sales Pipeline View
- Sales Gauge Widget
- Products Widget
- Activity Tracker Widget
Account features
- Emails & Activities
- Custom activities
- monday AI Notetaker
- monday CRM AI Lead Agent
- monday CRM AI Sales Agent
- Shared email templates
- Shared email inbox
- Email campaigns, mass emails, and tracking
- Sequences
- Quotes & Invoices
- Create contacts automatically
- Account association
- Mobile CRM experience
Integrations and connectivity
- CRM Data Enrichment with Crunchbase
- Chrome extension
- QuickBooks Integration
- Zoom Integration
- Outlook Calendar Integration
- Google Calendar Integration
Keep on reading to learn all about these features! 🚀
Board Features
Item creation form
You can set up your boards to populate an item creation form when an item is added manually. Your form can be set up with the required fields.
You can choose:
- which fields are shown
- the order of the fields are shown in
- and which fields are mandatory
You can use a form to create new items on any board, but it's especially helpful when manually creating a new contact!
Manage duplicates
When it comes to managing your CRM workflow, duplicate values on your board can be disruptive to tracking and progress. With the manage duplicates feature, you never have to worry about duplicate contacts, deals, or other values:
While this feature is available in other monday.com products, it was originally designed for CRM users.
Conditional status changes
Available only on monday CRM Ultimate
The Conditional status change feature allows you to enforce required fields when changing a status label. This means that certain conditions set by a board owner must be met in order for a member of your team to change a status column to a specific label.
For example, in order to mark an item as "Retired", your team member needs to complete the "Owner" field. To make sure this happens, you can set up a Conditional status change. Once set up, a form will pop up with the required fields. If all of the required fields aren't completed, the status can't be changed:
CRM item overview
At monday.com, we love making your life easier. This is why we created the item overview tab for monday CRM. This tab is already set up for you on your boards. If you click on any of your deals (or leads), you will see everything you need to know in one easy-to-navigate view!
The overview is entirely customizable. You can add or remove widgets to support your team's needs.
monday CRM Excel import
While monday CRM provides tools to collect your contacts and leads within the platform, we understand that leads can come from multiple sources. To help you keep everything centralized, we've compiled a comprehensive guide to importing your contacts and leads from Excel. Check out the "Import from Excel to monday CRM" article.
Round robin automations
The round robin automation cycles through team members, giving each an equal turn. The rotation resets every 30 days to ensure fair distribution. This automation is ideal for sales teams. Sales managers can use this automation to make sure each lead is assigned to a different sales rep
Widgets, Charts, and Views
The Funnel Chart Widget
Using The Funnel Chart Widget, you can seamlessly follow the progress of a deal. In addition to showing the current statuses of your deals or leads, it also calculates the % conversions between status labels (i.e. the conversion % of deals that went from "New" to "Won"):
The Funnel Chart is also fully interactive! You can filter the chart according to the owner or start date, and click on each pillar to see how many items are in that stage. 🙌
The Deal Stages Widget
You can find The Deal Stages Widget in the "Leads" and "Deals" boards in monday CRM. You can add this widget to your item overview card. This widget helps you track the progress of your leads and deals in a visual and comprehensive way:
The Deal Stages Widget is fully integrated with your boards. If you mark your progress on the widget then the item will be updated on your board as well.
The widget also allows you to:
- display the amount of time spent at each stage of the deal or relationship
- easily reopen a closed or abandoned deal from the last active stage
Deal insights widget
Effectively identifying and managing deals at risk is crucial for sales teams to ensure efficient pipeline management, accurate forecasting, and improved win rates. The new AI-based Deal insights widget allows you to proactively manage risks, streamline deal progression, and enhance forecast accuracy by automatically identifying at-risk deals and recommending timely interventions.
The Leaderboard Widget
The Leaderboard Widget helps sales managers stay on top of their team’s metrics and uncover bottlenecks, ultimately leading to a higher-performing team and more won deals. Understand sales funnel conversion rates with ease:
Sales reps can also benefit by seeing how they stack up to their peers for some extra motivation and insight into where to focus their efforts! The widget can be customized for your team's needs.
Sales Pipeline View
The Sales Pipeline View allows you to see and interact with your deals in a Kanban style view. Each deal can be dragged and dropped to adjust its stage. You can add this view to any of your CRM boards.
The settings offer many customization options. You can choose which column to use for the column summary, see the item fields that are relevant to you, and see the total value of the deals in each stage.
Sales Gauge Widget
The Sales Gauge Widget is a visual tool designed to help you track performance vs. targets in real time. Use it to monitor revenue, sales pipeline progress, or any other numeric KPI you need to track.
It's a great solution for sales reps, managers, and executives to have an at-a-glance snapshot of monthly, quarterly, or annual goals. It's ideal for performance tracking and helps you quickly monitor individual and team performance.
Products widget
The Products widget provides a simple and quick way for sales reps to model pricing and packaging options during or after a customer conversation. It effectively turns the Deals board into a live calculator, enabling faster decision-making.
The Products widget is integrated with Quotes & Invoices. Work done in one feature will be reflected in the other, eliminating duplicate work and streamlining record-keeping and reporting.
Activity tracker widget
With the monday CRM Activity tracker widget, sales managers can track their reps’ emails and activities in a single, visualized view. The widget enables managers to make data-driven decisions, improve team performance, and prioritize deals effectively.
Account features
Emails & Activities
With Emails & Activities, your team can easily manage client or customer relationships in a centralized way, so they spend less time tracking down details for every interaction. This amazing feature will allow you to send and receive emails, create your own email templates, capture meeting notes and events, and more! All in one visually optimized timeline. This powerful feature is only included automatically with monday CRM.
When you use Emails & Activities, you'll have access to unique features such as:
- the Emails & Activities AI email composer. Using Email & Activities AI-powered features, composing emails is easier than ever.
- Emails & Activities AI summaries. Emails & Activities summaries are powered by AI to generate concise summaries of interactions and communication with leads and customers in monday CRM. The summaries will be logged on your Emails & Activities timeline.
Custom activities
With monday CRM, you can create custom activities when managing activities.
monday AI Notetaker
monday AI Notetaker keeps your team present and focused during meetings. It turns conversations into structured, searchable, and actionable insights. When you invite AI Notetaker to join your meeting, it transcribes conversations in real time and generates concise summaries, transcripts, and action items—all in your monday.com workspace.
monday CRM AI Lead Agent
Sales agents are built into monday CRM. They help you run outreach based on the settings you define.
The monday CRM AI Lead Agent sources, adds, and enriches prospects based on your ideal customer profile (ICP). Based on the schedule you set, your agent can retrieve new leads for you on a regular basis. Overall, your agent will act on your behalf to save time on data collection and recording while improving lead response rates.
monday CRM AI Sales Agent
Sales agents are built into monday CRM.
A sales agent runs initial outreach and discovery and then hands off to your team for follow-up. It can reach out with phone calls and SMS based on the settings you define, and it can support follow-up scheduling.
You can create and manage multiple sales agents, each with its own goal and instructions. A sales agent runs initial outreach and discovery and then hands off to your team for follow-up. Your sales agent can perform outreach with phone calls and SMS based on the settings and instructions you define. It can also support follow-up scheduling.
Shared email templates
Members of monday CRM can create email templates and share them with their team. This functionality lets you decide whether the template you created will be available only to you, or shared with everyone on your account.
Shared email inbox
- View only. All users will be limited to viewing.
- Read & write. If you choose "Read & write", the user will be able to view and write emails for the email connection. This permission setting is only available for monday CRM accounts on a Pro or Ultimate plan.
- Cannot view. If you choose "Cannot view" for a user or group, they will not be able to see anything related to the email connection.
Email campaigns and mass emailing
Members of a monday CRM account can send email campaigns and mass emails. This allows you to simplify communication by enabling you to send out messages to multiple recipients simultaneously.
This feature can be used for:
- email marketing campaigns
- send introductions and materials to multiple leads
- follow-up with multiple clients at the same time
You also have the ability to track your mailings with our mass email tracking dashboard.
Sequences
Sequences is a powerful tool that gives your team a centralized way to manage multi-step engagement. From email campaigns, to reminders and task notifications, Sequences will allow you to plan and track customer interactions from start to finish.
To learn more, check out the "Sequences on monday CRM" article.
Quotes & Invoices
Generate custom financial documents to manage client transactions more efficiently! A new version of Quotes & Invoices features more complex customization options and is only available to monday CRM users. You can use this feature to create, manage, and track quotes and invoices.
Quotes & Invoices integrates with your existing CRM boards to pull in information about your contacts, products, and services.
To learn more about Quotes & Invoices for monday CRM, check out our "The new Quotes & Invoices" article.
Create contacts automatically
By adjusting your Emails & Activities settings, you can begin to automatically record the names and email addresses of new contacts when you send an email to them. You can choose where to create these contacts in your monday CRM.
If you have multiple email inboxes connected, you can choose to only set up automatic contact creation for specific email connections. Any changes you make will apply across the entire account.
To learn more about this setting, check out the "Create contacts automatically" article.
Account association
The monday CRM Account association setting was designed to take some of the manual work out of maintaining your Contacts and Accounts boards. monday CRM Account association is a setting on your monday CRM account that automatically associates contacts on the Contacts board with an account on the Accounts board.
Only admins can enable or disable this setting. To manually enable this setting, see the turn account association on or off section of the account association article.
By default, this setting is enabled for all monday CRM accounts except Ultimate accounts created before April 2025. Ultimate accounts without access should contact their CSM or Support to request access.
Mobile CRM experience
For all monday CRM users, we offer a mobile version so you can take your CRM with you on the go! The monday CRM mobile experience gives you access to entries made on your four core boards-- the Leads, Deals, Account, and Contacts boards.
You can also use Emails & Activities on mobile to send emails, add activities, and review past communications with your contacts without ever leaving your mobile device. 🙌
Integrations
Data Enrichment
The more you know about an account, the more likely you are to retain their business. That's the idea behind the monday CRM Data enrichment app powered by Crunchbase. We've partnered with Crunchbase to incorporate their incomparable data reserves with our CRM.
Chrome extension
The monday CRM Chrome extension allows you to add new contacts and accounts directly from Gmail. The extension will make suggestions so that you can add to monday CRM without switching tools.
QuickBooks Integration
The QuickBooks Integration enables you to sync data between QuickBooks and monday.com to get a complete view of the customer, streamline your payment processes, and maintain accurate financial records. This article will show you how to import your QuickBooks data into a monday.com board and set up the integration to seamlessly connect your data moving forward.
Zoom Integration
With Zoom integrated into your Emails & Activities timeline, it's easier than ever to centralize your client records and see all the information you need in one place. When you integrate with Zoom, the following information will be pulled into the timeline:
- The name of scheduled and past Zoom meetings that you hosted with the client
- The names of all meeting participants
- The time and length of the meeting
- When enabled, a link to the meeting recording
- When enabled, the meeting transcript
Outlook Calendar Integration
The Outlook Calendar Integration works with monday CRM to centralize information. When the integration is connected, team members can show events related to a customer on that customer's timeline in Emails & Activities. Any new event created after the integration is set up and that has the item's contact as a creator or attendee will appear on that contact's timeline. This is a two-way integration.
Google Calendar Integration
The Google Calendar Integration with monday CRM automatically centralizes information. When the integration is connected, team members can show events related to a customer on that customer's timeline in Emails & Activities. Any new event created after the integration is set up, where the item's contact is a creator or attendee, will be autonomously updated on that contact's timeline. This is a two-way integration.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.