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Close More Deals with a Smarter CRM

Supercharge your sales process with a fully customizable monday.com CRM. From lead capture to pipeline tracking and renewals, we build sales systems that scale—perfect for all industries.

monday.com CRM Deals Board
monday.com CRM Emails & Activities
monday.com CRM Sales Funnel
monday.com CRM Automation
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Pre-sales to post-sales all in one place

monday.com CRM Use Cases
monday.com CRM Use Cases

Why Monday.com Crm?

Make It Yours - No Code Required

Customize your entire sales process in just a few clicks. Adjust deal stages, add custom fields, and manage multiple pipelines without touching a line of code.

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Centralize Client Communication

Communicate efficiently with your contacts by integrating your email. Automatically log sent emails, keep track of interactions, and use personalized email templates to save your time.

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Automate the Busywork. Focus on Closing.

Put your CRM on autopilot. Automatically assign leads, trigger follow-ups, set reminders, and get notified the moment a prospect takes action.

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All Your Tools in One Powerful Platform

Connect your favorite apps—like Gmail, Outlook, HubSpot, and more—to create a truly unified sales system. Sync data effortlessly and keep every team in the loop.

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Let’s Get Started

Ready to partner with our team of workflow experts? Begin with a discovery call with our team of experts to uncover your needs and see how monday.com can transform the way you work.

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Loved by Teams and Organizations

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Frequently Asked Questions

  • monday.com CRM is a fully customizable, visual sales platform that adapts to your unique workflow—no coding required. Unlike traditional CRMs, it gives your team full control over pipelines, automations, and dashboards in one intuitive workspace.

  • Absolutely. From deal stages to lead sources, automations to reminders—you can customize everything in monday.com CRM to match your exact sales cycle and team structure.

  • monday.com CRM is ideal for sales teams in industries like insurance, real estate, SaaS, marketing, and more. It works great for startups and enterprises alike, thanks to its flexibility and scalability.

  • Yes! monday.com CRM integrates with platforms like Gmail, Outlook, HubSpot, Slack, QuickBooks, and more. These integrations help eliminate silos and keep all your sales tools connected.

  • We sure do. Elevate Operations provides full implementation, training, and ongoing support—so your team knows exactly how to manage and grow with monday.com CRM from day one.