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Monday Sales CRM Service

monday Sales CRM is a fully customizable customer relationship management solution built on the monday.com platform. It enables sales teams to manage every aspect of the sales cycle—from lead capture and deal tracking to client communication and post-sale engagement.

The platform integrates seamlessly with email, calendars, and other tools, making it easy to track interactions and automate follow-ups. It’s designed for growing sales teams who need flexibility, visibility, and automation to drive better conversion rates and scale their pipeline.

Move Your Sales Data — Seamless & Secure

Ditch the old CRM mess and switch to the monday Sales CRM — your all-in-one, customizable, and automation-friendly CRM solution. Appsavio handles the secure migration of contacts, pipelines, emails, and notes from tools like HubSpot, Zoho, Pipedrive, or spreadsheets.

Problems we solve:

  • Leads falling through the cracks.
  • Manual, time-consuming follow-ups.
  • Lack of pipeline visibility.

Our Solution:

  • Automated lead capture from multiple channels.
  • Visual pipeline boards.
  • Automated reminders & follow-ups.
  • Forecasting dashboards.
  • Performance analytics.

Business Impact:

  • 25% faster sales cycles.
  • Higher conversion rates
  • More accurate forecasting.

Appsavio’s Edge:

We design custom sales playbooks and templates inside monday.com.



Frequently Asked Questions

Is monday Sales CRM limited to sales teams?

No, it can also support marketing, customer success, and account management workflows.

Does it integrate with Gmail and Outlook?

Yes, it supports email integration with both platforms for seamless communication tracking.

Can I log calls, meetings, and emails within the CRM?

Yes, all touchpoints can be tracked to maintain complete customer histories.