CRM Monday.com Template

Simplify CMR Implementation With Our User-Friendly Templates and streamline your business goals and processes using our intuitive CRM framework on Monday.com.

Automated Lead Conversions keeps Important sales data clean

The CRM templates serve as a valuable tool for organizations to seamlessly organize customer data and interactions, facilitating better decision-making in marketing and sales while keeping operations within Monday.com.

Our CRM templates were carefully designed so users can efficiently manage their customer data like contacts, companies, leads, and deals. Operations are also streamlined with the framework designed for scale. Easily integrate with other solutions to provide even more of a feature packed tool.

Key Features:

• Built-in documentation to help you understand and utilize each component effectively.
• Personalized sales dashboard for you and your team members, ensuring organized teamwork.
• Lead Conversion automatically converting Leads into Contacts, Companies, and Deals/Opportunities without re-entering information.
• Task setting capabilities to keep your team focused and on track. Efficient Deals / Opportunities management with Pipeline, Meetings, Tasks, and Contract creation. (Automated Contract creation and eSign require integrating with a third party vendor)
• Marketing Dashboard to track and monitor performance and growth.
• Meetings board that relates with Leads and Deals to associate meetings with a record.
• Contracts board to handle contract information such as versions and final signed version.
• Social Media board to manage and schedule posts to go out to platforms.
• Campaigns board to manage and schedule email campaigns (Works well when integrated with Mailchimp).
• Dedicated Documents & Files board to store important sales and marketing documentation.
• Forms & Survey section and templates for Customer Satisfaction and an embeddable Contact Web Form.

Due to limitations within Monday.com’s framework, we’re unable to transfer templates for EU-based companies on their servers. Feel free to contact us for a quote for assisting in recreating templates within your Monday.com account as a workaround to this limitation.

Refund Policy: Once a template has been transferred to your account, we are unable to provide refunds for the transaction. Thank you for your understanding and please feel free to reach out should you require any further assistance or support.