Monday CRM + Converge

Monday CRM is a visual customer relationship management solution built on the Monday.com work operating system. It combines the familiar, colorful interface of Monday.com with powerful CRM functionality, making it easy for teams to manage customer relationships without the complexity of traditional CRM systems.

The platform excels at providing visual representations of sales pipelines, customer data, and team activities. With its drag-and-drop interface and customizable boards, Monday CRM makes it simple for sales teams to track leads, manage deals, and collaborate effectively while maintaining full visibility into the sales process.

Visual Sales Pipeline: Create custom boards to track deals through different stages with color-coded status updates. Teams can easily see which deals need attention, identify bottlenecks, and celebrate wins with Monday's visual approach to pipeline management.

Team Collaboration: Enable seamless collaboration between sales, marketing, and customer success teams. Use @mentions, comments, and file sharing to keep everyone aligned on customer interactions and deal progress without switching between multiple tools.

Client Project Management: Extend beyond traditional CRM by managing client projects and deliverables within the same platform. Track project milestones, deadlines, and client communications all in one place for a complete customer lifecycle view.

Board Creation: Start by creating your main CRM boards for leads, contacts, and deals. Customize columns to match your sales process, including status updates, deal values, and contact information. Set up automation rules to move items between stages automatically.

Team Setup: Invite team members and assign appropriate permissions for each board. Configure notification settings to ensure the right people are alerted when deals progress or require attention. Set up guest access for clients who need visibility into project status.

Integration Configuration: Connect Monday CRM with your email, calendar, and other business tools through native integrations or Zapier. Set up forms to capture leads directly into your boards and configure dashboards to track key sales metrics and team performance.