monday CRM

monday.com is the platform that is revolutionizing the way you work. And if you already know its strengths as a collaborative solution, did you know it also offers a CRM to manage your entire sales cycle? With its CRM solution dedicated to customer relationship management and sales processes, monday.com becomes your sales team's ally.

monday CRM: the flexible, customizable customer relationship management solution

The ultimate flexible, customizable solution

A CRM that works for you and spares you from calling in a developer? monday.com delivers! With monday CRM, customize your solution as far as you want to meet all your needs. Tailor your CRM to your specific requirements and sales cycle by changing your contract signing stages, centralizing your pipelines and managing them simultaneously… and much more!

Save time with automations and focus on selling

monday CRM gives you all of monday.com’s most valuable features, starting with automation. Choosing monday.com for your CRM means giving yourself the ability to close more deals by automating time-consuming manual tasks. Automatic lead assignment to sales reps, reminders for upcoming activities, follow-ups automated based on elapsed time… and much more! Your sales teams can focus on what they do best: selling.

Optimize your processes by connecting monday CRM to other tools

monday CRM connects with more than 200 integrations and apps (such as Mailchimp, Twilio, Dropbox, Slack…) and keeps all your data on a single platform. A great way to boost collaboration across your departments and people, and to gain efficiency and relevance with all your business information fully centralized. Give yourself the comfort of a CRM that spares you the back-and-forth between disconnected applications.

 

monday CRM

Features for every need

Email sync and tracking

Sync your Gmail and Outlook accounts to receive and send emails and get a complete view of your conversations. Get automatic notifications when a prospect opens or replies to an email: it’s all possible with monday CRM, the CRM that sharpens your sales follow-up.

Dashboards to steer your business

Get the best possible visibility into your activities with customizable dashboards that give you an instant view of your deal progress, your numbers, goal attainment and the performance of your sales teams.

Activity management and performance tracking

Calls, meetings, important notes, reminders… All these activities relate to a contact or a prospect, and you can link them together. The result: a significantly lower risk of losing information. From a single platform, track your team’s performance with full access to their activities.

Advanced sales forecasting

Using reports built with monday.com, determine the value of a deal and its likelihood of closing. Compare forecasts with actual sales so you can analyze them by month, by sales rep or by any other criterion that matters to you. Determine the value of an opportunity and its probability of closing. Use reports to compare forecasts with actual sales and analyze forecasts by month, by sales representative or by any other criterion.

Centralized, easy-to-sort data

Take advantage of monday CRM’s almost limitless integration capabilities to import all your existing contacts, leads and accounts from Excel or through an API. Avoid the consequences of data entry errors with instant alerts when duplicates appear. Duplicates are merged instantly thanks to automatic identification by monday CRM.

monday CRM pricing

    €12 per user/month, billed annually

    Basic

    For individuals and small teams getting started with customer relationship management.

    Limits

    • 1,000 active contacts & deals
    • 1 custom dashboard
    • 5 columns max per board
    • 1 workspace

    Advanced

    • Centralized communication platform
    • iOS and Android apps

     

    Free trial

    €17 per user/month, billed annually

    Standard

    For growing sales teams that need the essential tools.

    Limits

    • 10,000 active contacts & deals
    • 5 custom dashboards
    • 15 columns max per board
    • 3 workspaces
    • 250 custom automations /month

    Advanced

    • Centralized communication platform
    • iOS and Android apps

    AI-powered

    • AI automations
    • AI writing
    • AI columns

     

    Free trial

    €28 per user/month, billed annually

    Pro

    For growing teams ready to level up with advanced tools.

    Limits

    • Unlimited contacts & deals
    • 50 custom dashboards
    • 75 columns max per board
    • 15 workspaces
    • 25,000 custom automations /month

    Advanced

    • Centralized communication platform
    • iOS and Android apps
    • Mass emails
    • Email sequences
    • Quotes and invoices

    AI-powered

    • AI automations
    • AI writing
    • AI columns
    • SDR Agent
    • AI web research and analysis
    • Premium AI models

     

    Free trial

    Pricing on request

    Enterprise

    For large teams with custom workflows and specific needs.

    Limits

    • Unlimited contacts & deals
    • Unlimited custom dashboards
    • Unlimited columns per board
    • Unlimited workspaces
    • Enterprise-scale automations

    Everything in Pro, plus:

    • Security and governance
    • Multi-level permissions
    • HIPAA compliance
    • Professional support
    • Advanced log rules (Coming soon)

    Everything in Pro, plus:

    • Communication analytics and alerts
    • Custom agent builder
    • Advanced forecasting and analytics
    • Smart action suggestions

     

    Free trial

Synolia, France’s premier monday.com Platinum Partner

Synolia, an e-commerce, CRM and data agency, has helped more than 300 companies implement monday.com for a wide range of uses: project management, marketing campaign management, editorial calendar management, task and schedule management, customer service, product development…

With more than 20 years of experience implementing CRM, Synolia is the ideal partner to support you. As France’s premier monday.com Platinum Partner, with nearly 200 collaborative and CRM monday.com projects under our belt, we guide you through rolling out monday CRM, monday.com’s solution dedicated to customer relationship management and sales processes.

Our monday CRM services

  • Setting up additional sales pipelines, reflected across boards, automations and dashboards.
  • Customizing boards (adding the fields needed to qualify contacts, leads and opportunities…).
  • Customizing the sales process (stages, statuses, notifying the right person).
  • Setting up custom business rules.
  • Help with your various integrations.
  • Integration with Docugen to generate your documents automatically: quotes, invoices, activity reports…
  • Streamlining the template so it fits your needs and your company’s specifics perfectly.
    Have a monday CRM project?

    Configuration, training, integration… Synolia offers end-to-end support for rolling out monday CRM.

    Contact us!