Communication & CollaborationMonday CRM
A CRM that works the way your sales team actually thinks.
Monday CRM is a dedicated customer relationship management product built on monday.com's work operating system, designed to help sales teams manage leads, pipelines, contacts, and deals in a highly visual and customizable interface. It is used by sales teams and founders at B2B companies ranging from early-stage startups to mid-market organizations who find traditional CRMs like Salesforce overcomplicated for their actual workflows. The core problem it solves is CRM adoption: most teams buy a CRM but revert to spreadsheets because the tool is too rigid or too complex to configure to how their team actually works. Monday CRM is built around a spreadsheet-like grid with pipeline views, dashboards, and automation that teams can configure without a CRM administrator or consultant. It emphasizes visibility and flexibility over a prescriptive sales process.
Sales managers, founders, and account executives at B2B software and services companies with 5 to 150 employees who need a CRM that the team will actually use and that does not require a dedicated admin to configure. The right moment to adopt Monday CRM is when deals are being tracked in spreadsheets and the team is losing visibility into deal status, or when a previous CRM was abandoned because it was too complex.
14 days free + 18% off annual plans
Subject to partner eligibility criteria. Savings estimates reflect maximum potential value.
Monday CRMin depth.
Visual Pipeline Management
Sales teams can view deals as a Kanban board, a list, or a dashboard, and switch between views depending on the task. Pipeline stages are fully customizable so the CRM reflects the team's actual sales process rather than a generic template.
Contact and Account Management
Monday CRM stores contacts, companies, and deal history in linked boards, so a salesperson can see every interaction, deal, and note associated with an account in one place. This replaces scattered information across email threads, spreadsheets, and shared drives.
Sales Automation and Sequences
Set up automations that move deals between stages, assign follow-up tasks, send email notifications, or update records when specific conditions are met. This reduces manual CRM hygiene work and ensures that deals do not stall because a follow-up was forgotten.
Email Integration and Activity Tracking
Connect Gmail or Outlook to log emails, track opens, and create contacts directly from your inbox without switching to the CRM. All communication history is attached to the relevant deal or contact automatically.
Reporting and Sales Dashboards
Build dashboards that show pipeline value by stage, deals closed by rep, revenue forecast, and activity metrics without needing a separate reporting tool. Managers get real-time visibility into team performance without chasing status updates.
Monday CRM integrates natively with Gmail, Outlook, Slack, Zoom, HubSpot (for marketing handoff), Salesforce (for migration or dual-system setups), LinkedIn Sales Navigator, Zapier, and the broader monday.com product suite. In a typical software team's stack it connects to the email client for activity logging, Slack for deal notifications, and can feed data into a data warehouse or BI tool via integrations for deeper reporting.
Commonuse cases.
Replacing a spreadsheet-based sales pipeline at a growing B2B startup
Sales teams that have outgrown a shared Google Sheet for tracking deals migrate to Monday CRM and immediately gain deal history, follow-up automation, and shared pipeline visibility. The transition typically takes a day rather than the weeks a Salesforce implementation would require.
Giving leadership real-time visibility into pipeline health and revenue forecast
Monday CRM's dashboards let founders and sales managers see total pipeline value, deals by stage, and expected close dates in real time without asking reps for updates. This replaces the end-of-week pipeline review email with a self-service view that is always current.
Managing partner or agency relationships alongside a direct sales pipeline
Companies with both direct and indirect sales channels create separate boards in Monday CRM for each channel, customized to the specific stages and fields that make sense for partners versus direct deals. This gives each channel its own workflow without managing two separate CRM tools.
Three stepsto activate.
Check eligibility
Each partner maintains independent qualification criteria. We assess your profile and determine which offers you qualify for.
Schedule a briefing
Book a call with our partnerships team to discuss your stack requirements and walk through the activation process.
Activate credits
Once approved by the partner, credits are deployed to your account. Timelines vary by partner.
BearPlex maintains partnerships with leading technology providers to facilitate access to exclusive programs for our clients. All offers are subject to each partner's independent eligibility requirements, approval processes, and terms of service. Savings figures represent maximum potential value and may vary based on qualification, usage, and partner-specific criteria. BearPlex acts as a facilitation partner and does not guarantee approval or specific credit amounts. Offer availability and terms may change at the partner's discretion.
