Who is this space for?
This CRM workspace is ideal for small to mid-sized teams looking to streamline customer relationship management within their existing work management setup. Sales reps, account managers, and project leads will benefit from easy access to Deals, Contacts, and Dashboards, all in one place — making it perfect for teams who want a simple, scalable CRM solution without leaving Monday.com.
What problem does it solve?
Many teams struggle with managing customer relationships across scattered tools and disconnected workflows. This CRM Space brings everything together — from tracking Deals and managing Contacts to visualizing performance through Dashboards — all within Monday.com's Work Management environment. It simplifies collaboration, improves visibility, and helps teams stay aligned without needing a separate CRM platform.
What are the benefits of your space?
Centralized Customer Data
- Keep all your contacts, deals, and communications in one place — no more switching between tools.
Streamlined Sales Tracking
- Easily manage pipelines and deal stages with visual boards and automation.
Real-Time Dashboards
- Get instant insights into performance metrics, team activity, and customer engagement.
Seamless Collaboration
- Work cross-functionally with marketing, support, and operations teams using shared boards and updates.
- Customizable & Scalable
- Start simple and expand as your team grows — tailor workflows to fit your business needs.
- Integrated with Work Management
- Stay aligned with broader project goals and timelines by embedding CRM directly into your Monday.com workspace.
Newly added
