Elevate 2025: Full product suite - CRM

This space is designed for participants of the Elevate Masterclass: How Monday Uses Monday: Leveraging the Full Product Suite. It is one of four spaces created specifically for the Masterclass, giving attendees a hands-on way to explore how monday.com’s CRM powers real business outcomes. The space is intended for sales managers, account executives, program leads, and anyone who wants to see how leads can be captured, qualified, and turned into client projects with full visibility across teams. By downloading this space, participants can follow the same workflows used by the Monday Academy team to manage training requests and customer opportunities, while experiencing the automation and integrations that streamline handoffs between CRM, Work Management, and Service.

Managing leads and client relationships often involves scattered tools, manual handoffs, and a lack of visibility into the customer journey. This CRM space demonstrates how monday.com solves those challenges by centralizing all lead and account data, automating pipeline progression, and ensuring smooth transitions between sales and delivery teams. Instead of relying on emails or disconnected systems, deals that move to “Closed Won” automatically trigger client project boards in Work Management. CRM also integrates seamlessly with Service, so support tickets link back to client records and give full context across teams. In the Elevate Masterclass, this space showcases how the Monday Academy team uses CRM to streamline training requests, ensuring no opportunity is missed and every client interaction is tracked, transparent, and actionable.

This space highlights how CRM drives efficiency, collaboration, and growth by connecting sales pipelines directly to delivery and support workflows. Participants will experience firsthand how automations reduce manual work, AI enhances prioritization, and integrations ensure context flows seamlessly between teams. Benefits include:

• A structured pipeline that captures leads via forms and automates assignment.
• Transparent deal stages with automations that trigger next steps.
• Automatic handoff of closed deals into client project boards in Work Management.
• Full visibility into client history through CRM-to-Service connections.
• A practical example of cross-product workflows from the Elevate Masterclass.

By working with this CRM space, participants gain a clear understanding of how monday.com can replace disconnected CRM tools and align teams around one source of truth.