monday CRM

It is a customer relationship management platform that unifies marketing, sales, and delivery to manage leads, contacts, pipeline, and forecasting while automating data entry, outreach, and follow-up. It sells to sales, marketing, operations, and executive roles in business-to-business organizations ranging from small and medium businesses to enterprises across agencies, professional services, real estate, financial services, healthcare, and nonprofits. It is delivered as a software-as-a-service CRM with AI agents and credits included, available via free trial and enterprise plans.

Key features

• Lead sourcing and enrichment
• Lead scoring by ideal profile
• Calling and outreach handling
• Initial lead qualification
• Pipeline health monitoring
• Deal slowing alerts and next steps
• Meeting prep briefs with talking points
• Auto-populate calls emails meetings
• AI Notetaker transcripts and summaries
• Deal summaries and prioritization
• Email drafting and workflow suggestions
• Data enrichment and health prediction
• AI Sales Agents to source and book meetings
• Forecasting with pipeline coverage analysis
• Dashboards and reporting
• Integrations and automations
• Custom AI agents via prompts