CRM-monday.com - APS Management

Email composition Automate your emails

The email creation tool allows you to automate the insertion of specific information into your messages. To continue sending your emails directly from Monday.com, you can add details that vary depending on the client, such as their name, a specific date, the status of a project, etc. The possibilities are almost limitless!

This tool enables you to send personalized emails by creating a single template, making the message accessible to all your clients while ensuring that there are no errors with names, dates, or other details in your emails.

Mass Emails Send emails to multiple prospects at a time

With monday.com CRM, you can send mass emails directly from your list of potential leads or contacts. This feature, exclusive to monday.com CRM, allows you to distribute advertisements, company announcements, or any other relevant information to keep your leads or contacts informed.

Even though the emails are sent in bulk, it’s possible to personalize them, for example, by including the recipient’s name in each message, enhancing the customer experience.

Email sync & tracking Sync to a Gmail or Outlook account

Email synchronization and tracking with monday.com allow you to easily connect your Gmail or Outlook account to the CRM. Once synced, your emails are automatically recorded in monday.com, centralizing all your client communications in one place.

You can track the history of exchanges, receive real-time notifications, and stay organized without ever missing an opportunity.

Contact Database All your clients in one place

A dedicated board for all your contacts, with distinctions such as their industry or specific role. Use this board to track and manage your opportunities, personalize your communications, and centralize all interactions.

With Monday.com, you can easily filter, organize, and analyze your contacts to maximize the efficiency of your sales management.

Activity Management Communication History

The monday.com CRM provides you with a complete view of your communication history with clients, centralizing all interactions in one place. Every email, call, meeting, or message is automatically recorded, allowing you to track the progress of each client relationship at a glance.

With this feature, you can quickly review past conversations, helping you stay informed and personalize future interactions. The communication history also ensures consistent follow-up, so you never miss an important opportunity.

Sales Dashboards Visual representation of your sales

The Monday.com sales dashboard provides you with a clear overview of your sales pipeline. It consolidates all essential data in one place, allowing you to track your team’s performance in real time.

With interactive charts and customizable reports, you can easily visualize your progress and identify opportunities. This dashboard also helps you make accurate forecasts to better anticipate your results.

View - Sales Cycle All Sales steps in one view

Move All Relevant Leads Forward

Collect, manage, and qualify your leads so that none slip through the cracks. Additionally, save time by automating follow-up messages with your leads.

Manage Accounts and Contacts for a 360° View

Get a complete overview of relationships, past interactions, opportunities, and projects, so you know exactly where each deal stands.

Opportunity board Manage your potential deals

Seize Every Opportunity

Visualize all the details of each opportunity in a visual pipeline. You can customize the stages, automate manual tasks, and track all interactions – all without needing a developer.

Surprises-free with Sales Forecasting

From setting deal values and close probabilities to tracking forecasted versus actual sales, your sales projections will be clear, detailed, and in real-time.

A platform for every step of the sales cycle

Get a complete overview of your sales

From every individual transaction to the overall view

Get an instant view of every transaction

With a single click, quickly access all the information you need to close your deals. View contact details, track transaction progress, and identify the next steps to take.

Increase visibility with customizable dashboards

Easily create real-time dashboards without developer assistance. Gain insights into deal status, expected revenue, team performance, and much more.

Customizable to fit your sales cycle.

Easily customize your CRM to fit your needs without developer assistance. Adjust deal stages, add as many columns as you need, manage multiple pipelines at once, and much more.

Save valuable time by automating sales processes.

Whether you are a project manager or a senior executive, keep every stakeholder informed with real-time data. Easily communicate project status, obstacles, and deadlines while collaborating with teams on a centralized platform.