Maximise your sales success with a fully customisable CRM
Adapt your CRM to your sales processes in just a few clicks with monday CRM – flexible, intuitive and tailored precisely to your team. Automate follow-ups, manage leads centrally and gain valuable time for your customers.
Close deals faster with monday CRM
monday CRM seamlessly adapts to your business processes, from lead capture and deal tracking to sales forecasting. Thanks to intuitive drag-and-drop pipeline management and integrated automations, you can efficiently control your sales process and achieve measurable success.
Manage all your CRM data at a glance
A CRM system consolidates all customer and sales data in one central location, automates recurring processes and creates transparency for every interaction. This allows you to qualify leads more quickly, drive opportunities forward in a targeted manner and make informed decisions thanks to real-time insights – for a smooth and scalable sales process.
Lead-Management
Automatically capture, segment and prioritise new contacts, so that all relevant information on leads and prospects is immediately available in the CRM in a clear format.
Deal-Management
Move deals through your customised stages using drag and drop, and keep track of progress with automatic status updates.
Email synchronisation & sequences
Seamlessly connect your mailbox to the CRM, send personalised emails directly from the system, and automate follow-up sequences for effective follow-ups.
Dashboards & reports
Create custom dashboards and real-time reports at the touch of a button, providing you with clear metrics on conversions, pipeline volume and team performance.
Sales forecasts & forecasting
Use historical data and current opportunities to forecast reliable sales targets and align your sales strategy based on data.
Customisable automations & integrations
Build your own workflows without any programming knowledge and connect your CRM with tools such as Slack, Outlook or Google Calendar for end-to-end processes.
Get the most out of your CRM
Centralised customer data & complete overview
All leads, contacts and interactions are in one place, so you no longer lose information between emails, spreadsheets or different tools.
Automated sales and follow-up workflows
Recurring tasks such as lead qualification, sending quotations or reminders run automatically in the background. Your sales teams gain time for personal conversations while the system sends emails or assigns tasks, for example.
Real-time reporting & data-driven decisions
With custom dashboards, pipeline views and revenue forecasts, you can immediately see how your key figures are developing. Bottlenecks, top performers and conversion rates become transparent, enabling faster and more informed decisions.
Scalable integrations & customisability
Thanks to no-code modules and pre-built integrations (e.g. email sync, Slack, Outlook), the CRM can be flexibly tailored to any company size and process landscape.
Fieldwork AG
Thanks to the seamless integration of monday.com with the existing ERP system and automated sales processes, Fieldwork AG optimises its customer management and increases sales efficiency
Get started with us now!
Are you ready? Take your business to the next level and book a free initial consultation with us.
FAQ
Are you still unsure whether a no-code solution is the right choice for your business? Here we answer some of your possible questions:
What is no-code?
No-code is a method of developing software applications that does not require traditional programming. Instead, visual interfaces and drag-and-drop functions are used to create applications more quickly and easily. This results in time and cost savings. Find out more in our blog.
How secure are no-code solutions?
No-code tools place great emphasis on security. They offer features such as user access control and encryption to ensure the security of your solution.
What advantages do no-code solutions offer over traditional software development?
No-code solutions significantly accelerate development processes, as they enable rapid adaptation to dynamic market conditions. This flexibility is complemented by cost-efficient maintenance: since the platform providers take care of maintaining the basic building blocks, we can focus entirely on optimising your individual solutions.
Can I extend or customise existing no-code applications?
Yes, that is precisely the advantage of no-code solutions. They enable you to add new features or modify existing ones at any time to adapt them to the changing requirements of your business. In addition, it is possible to link different no-code tools together to achieve additional benefits and extended functionality.
How do I determine which no-code solutions are suitable for my business?
Contact us for a free consultation. We will be happy to help you determine whether no-code solutions are suitable for your individual requirements.