Explore monday CRM

Getting started with CRM

Learn the basics to speed up your sales cycle with monday CRM

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Team & lead management

Explore tools to capture leads, track your pipeline, and manage post-sales

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Campaigns & communication

Effectively communicate with leads and contacts at every stage of your pipeline

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Integrations & AI

Integrate with popular platforms to streamline your team’s communication

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Learn with video tutorials
Emails & Activities

Centralize client communication and track activities on your Emails & Activities timeline

The Funnel Chart

Visualize each stage of your sales pipeline and track conversion rates

monday CRM overview

Manage all aspects of your sales cycle, customer data, and more with monday CRM

Explore by topic
Getting started

Everything you need to know to get started with monday.com

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Reporting

Track progress and analyze your data with dashboards and views

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Plans & billing

Manage your plan, subscription and billing

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Connect & automate

Discover the power of apps, automations, integrations and AI

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Profile & administration

Adjust your profile and learn everything admin

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Data, infra & security

Drive your best work with mondayDB infrastructure

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Still have questions?
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Chat support

Get in touch with our support team through our chat for any questions, concerns, or inquiries.

Community Forum

Learn, share ideas, and connect with other monday.com customers.

Expert help

Hire a monday.com expert to optimize your workflows.