From first contact to closed deal – the CRM that supports your entire sales process

Automate follow-ups, track your pipeline, and close deals faster — all in monday CRM

monday.com demo 30-day pilot implementation
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Deviniti – your certified monday.com partner

  • 600+ monday.com clients served, 
  • 300+ cross-industry implementations, 
  • 2000+ consulting sessions delivered

Pipeline, follow-ups, onboarding? monday CRM has it all under control

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    Take control of your pipeline — from lead to closed deal

    • Real-time pipeline visibility. Track exactly how many deals are in each stage, who’s managing them, and their current status.
    • Spot bottlenecks and blockers instantly. Quickly spot where deals get stuck, which stages need support, and which actions are lowering your conversion rates.
    • More accurate forecasts. Smarter decisions. Get a clear view of your pipeline to better plan team actions and predict revenue.
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    Follow-up and reminder automation

    • Follow-ups that never slip through the cracks.
      Every lead stays on track — no more missed follow-ups or overlooked contacts.
    • Automatically generated and sent follow-ups. Fully integrated with your email, calendar, and CRM — no manual setup needed.
    • Behavior-based automations for personalized engagement. Different outcomes trigger different responses — from ignored emails to opened proposals.
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    Standardized sales process across the entire team

    • A unified sales process your whole team can follow. Simplify onboarding for new reps and ensure consistency in every step.
    • Checklists and templates keep on track. Everyone knows what to do — no need to ask a manager.
    • Consistent performance reporting. Shared data and KPIs make performance easy to track across the team.
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    360° customer view with full interaction history

    • All customer data in one place. Contacts, notes, files, and statuses — always up to date and accessible to the entire team.
    • Complete communication log. A complete history of emails, meetings, and sales activities — from first touch to closed deal.
    • A shared board instead of silos. Sales, support, and management all work from the same consistent source of truth.
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    Streamline your quoting process

    • Pre-built templates tailored to your segments. Create offers faster without starting from scratch — while keeping everything consistent and professional.
    • Track every quote’s status in the sales process. See which quotes have been sent, which need updates, and which are awaiting approval.
    • Automated reminders and follw-ups. Know exactly when to follow up, with suggestions based on timing and context.
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    Manage your reseller & partner pipeline with ease

    • Set up partner-specific CRM pipelines — from onboarding and shared leads to commissions and sales reporting.
    • Store partner agreements, contacts, marketing assets, and communication in one place for full visibility.
    • See how each business partner is performing and automate lead or order assignment for seamless collaboration.
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    Onboarding and after-sales service

    • Automatic handoff after the sale. The CRM triggers an onboarding checklist and assigns tasks — no manual work required.
    • A shared view of implementation progress. Sales reps, clients, and onboarding teams all see the same status and comments.
    • Tailored onboarding templates. Different processes for different segments, products, or service packages.

Integrations

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Communication & calendar tools

  • Outlook / Gmail – auto-log emails and sync with contacts
  • Google Calendar / Microsoft Outlook Calendar – schedule meetings directly from your CRM
  • Slack / Microsoft Teams – instant lead and status notifications
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File and document management

  • Google Drive / OneDrive / Dropbox – quick access to contracts and offers from CRM
  • DocuSign / PandaDoc – e-signatures and document status tracking
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Meetings and video calls

  • Zoom / Microsoft Teams / Google Meet – schedule calls and generate AI summaries in CRM
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Marketing & lead gen tools

  • Facebook Lead Ads / LinkedIn Lead Gen Forms – auto-import leads into your CRM
  • Mailchimp / HubSpot / ActiveCampaign – sync segments and contacts instantly
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Analytics & BI

  • Excel / Google Sheets – data export and report synchronization
  • Make / Zapier / Integromat – advanced automation and integration with external systems

Sales process automation and AI

monday CRM automates repetitive tasks and adds AI where timing and context matter most. That way, your sales team can focus on building relationships and closing deals — not manually updating the system.

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    Example automations you can set up without any coding:

    • Schedule automatic reminders X days after no contact.
    • Change deal status based on client action (click, reply, etc.).
    • Send real-time Slack/Teams alerts when new leads arrive.
    • Send an email with an offer after reaching a specific stage in the pipeline.
    • Assign a deal owner based on customer type or source.

    Automations are available in the form of “if X, then Y” rules – easy to set up by any team, without IT assistance.

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    AI-powered sales features (built-in or via integrations)

    • AI Summaries: automatically generate summaries from sales notes or meetings.
    • AI Email Assistant: draft follow-up emails after meetings or client rejections.
    • AI Recommendations (beta):suggested next steps based on deal status and contact history.
    • AI tool integrations:
      • Zoom AI Companion / Fireflies / tl;dv – meeting transcripts and summaries.
      • ChatGPT przez Zapier / Make – generate messages, follow-up suggestions, and content.
      • OpenAI API (dla zaawansowanych) – custom automations powered by language models.
30-Day monday.com pilot implementation & test
Step 1: Understanding your process (1h)

During the consultation, we’ll select one specific process you want to automate or organize. Our expert will ask the right questions to accurately map it out.

Step 2: Building your process in monday.com (6h)

We create boards, structures, statuses, and fields — all reflecting the actual workflow in your company.

Step 3: Solution presentation and your feedback (1h)

We show you the configured process, gather your feedback, and decide together what improvements to make.

Step 4: Optimization and automation (3h)

We implement adjustments, set up automations, views, and reports. Ready for testing.

Step 5: User training (30 min)

We demonstrate how to use the prepared system so your team can smoothly start testing.

Step 6: Testing with your team (14 days)

For two weeks, you and your team test the tool while working on real tasks.

Step 7: Summary and decision (30 min)

We meet to review your test experience, discuss next steps, and decide together whether to continue the implementation.

Schedule your monday.com demo or pilot implementation now

Book a call with a monday.com expert

Our process for assessing your needs:

Step 1: Discussing your business

  • We’ll ask you specific questions about your team, the processes you want to improve, and where you’re currently losing time. We’ll check if monday.com is truly the right solution and identify which work areas it can effectively support.

Step 2: Choosing the right plan and features

  • Don’t overpay for features you won’t use. We’ll help you select the best monday.com pricing plan based on your actual needs, number of users, and workflows. We’ll show you which features are essential and which you can skip.

Step 3: Personalized onboarding

  • Finally, you’ll get precise guidance on how to configure monday.com for your specific use case. We’ll also share the most common beginner mistakes and how to avoid them. This onboarding truly saves time and eliminates frustration.