monday CRMA CRM your team will actually use
monday CRM keeps leads, deals, clients and communication in one place, from first enquiry to ongoing account management. As monday.com CRM Specialists, we set it up around your sales process and connect it to the rest of your business.
A monday.com CRM Specialist and Gold Partner, based in Sydney
We design and implement monday CRM around how your teams work, then train them and stay on to support it.
In short
monday CRM is monday.com's customisable CRM for managing leads, pipelines, accounts and client communication, before and after the sale. It suits growing sales and account teams that want a CRM they can shape to their process. We're a monday.com CRM Specialist Partner, and we implement it around your pipeline, migrate your data and connect it to tools like Xero.
What it does
What you can do with monday CRM
Pipeline management
See every deal by stage, with forecasting and alerts when deals stall.
Leads, contacts and accounts
Keep every person and company in one place, with their full history.
Email sync
Gmail and Outlook emails are logged against the right client automatically.
Sales automations
Follow-ups, task assignment and stage changes happen without anyone remembering to do them.
Post-sale tracking
Carry clients through onboarding and account management, not just the sale.
AI for sales
Agents for lead enrichment and pipeline monitoring, plus AI Notetaker to log meeting notes against deals.
Who it's for
- Sales teams outgrowing spreadsheets or a basic CRM
- Businesses paying for a complex CRM their team works around
- Account and client service teams who need the full client history
- Leaders who want reliable pipeline and forecast reporting
How we implement it
Set up around how your business works
- 1
Map the sales process
We document how leads arrive, how deals move and where they stall, before configuring anything.
- 2
Design the CRM
Pipelines, fields, automations, dashboards and permissions designed around your process.
- 3
Migrate your data
Contacts, accounts and deals moved from spreadsheets or another CRM, including Salesforce, cleaned along the way.
- 4
Connect and train
Integrations with email, phone and accounting, then training so your team adopts it.
Use cases
monday CRM in your industry
Real estate
Track appraisals, listings and vendor relationships, with automatic follow-ups that keep the pipeline moving.
Financial services
Manage leads through fact find, advice or loan application, with every client touchpoint recorded.
Industrial
Manage dealer and distributor accounts, quotes and repeat orders in one place.
FAQ
Common questions
Is there a free trial of monday CRM?
Yes. monday.com offers a 14-day free trial of monday CRM's Pro plan, with no credit card needed. Start it through our partner link and we can help you get set up properly.
Can you move us from Salesforce or HubSpot?
Yes. Our founders come from Salesforce backgrounds, and we plan migrations carefully so your data arrives clean and your team isn't disrupted.
Does monday CRM connect to Xero?
Yes. We connect monday CRM with Xero so client, quote and invoice information flows without re-keying.
What does being a CRM Specialist Partner mean?
monday.com recognises partners with proven expertise implementing monday CRM. It means your CRM is designed by people who do this regularly.
More monday.com products we implement
Get monday CRM working for your team
Book a free discovery call and we'll show you how monday CRM would fit your business.