The new customizable platform aims to help sales teams to manage their sales cycle and all customer data in one place. Cloud-based work management platform Monday.com is branching out into customer relationship management (CRM) software, with the launch of a fully customizable Monday Sales CRM. The launch is the first of five job-specific products to be launched by the software company. Together, they will aim to better support teams working across sales, marketing, software development, and project management. The new CRM platform has been built on Monday’s customizable no-code framework, Work OS, and allows users to manage their sales cycle and unify all customer processes on a single platform. For example, once a deal is completed, Monday Sales CRM will immediately create a new account to start client onboarding, surface any data related to a specific account, and automatically cross-sync customer data across departments, removing the need for a dedicated account administrator. In addition to unifying the sales process, Monday Sales CRM also allows users to automate repetitive tasks, track team goals, manage post-sale activities, and fast-track the sales hiring process. Monday Sales CRM integrates with Gmail and Microsoft Outlook to send, receive and automatically log sent emails and notifies users when a lead opens or replies to an email. The tool also integrates with popular third-party enterprise applications and services, such as Salesforce, Hubspot, Slack, Aircall, Mailchimp, PandaDoc, and Docusign. Ron Kimhi, Monday Sales CRM product lead, said that as organizations continue to digitize their operations, the need for a unified cross-department customer view becomes more pressing. “We’re building a CRM that is fast, flexible and breaks down departmental silos to connect teams across entire organizations, which increases efficiency and results,” he said. “Our new approach to CRM is unified but also very easy to use, ensuring a seamless journey from prospect to customer and beyond, optimizing daily teamwork, team satisfaction, and success.” Monday Sales CRM is available to customers as of this week and pricing ranges from a free plan, to $10 for the basic package, and up to $25 for pro. Related content news Microsoft’s Team Copilot aims to help manage meetings, group chats The collaborative Team Copilot tool, available later this year in preview, will also track team projects, expanding the reach of Microsoft’s generative AI assistant. By Matthew Finnegan May 21, 2024 3 mins Microsoft Microsoft 365 Microsoft Teams news Windows Recall lets you rewind actions on a PC One of several AI features designed run on new high-powered Copilot+ PCs, Recall is like giving users a ‘photographic memory,’ says Microsoft. By Matthew Finnegan May 21, 2024 4 mins Generative AI Microsoft Windows 11 feature Windows 11 Insider Previews: What’s in the latest build? Get the latest info on new preview builds of Windows 11 as they roll out to Windows Insiders. Now updated for Build 19045.4472 for the Release Preview Channel, released on May 20, 2024. By Preston Gralla May 21, 2024 259 mins Small and Medium Business Microsoft Windows 11 opinion Adobe Express Enterprise is where iWork could boldly go Adobe Express Enterprise is a powerful tool for business users seeking creative assets. By Jonny Evans May 21, 2024 4 mins Apple Generative AI Mobile Podcasts Videos Resources Events SUBSCRIBE TO OUR NEWSLETTER From our editors straight to your inbox Get started by entering your email address below. Please enter a valid email address Subscribe