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Monday CRM

What is Monday CRM?

Monday CRM is a client relationship management tool, powered by AI, that enables you to manage your sales cycle intuitively and efficiently. It integrates seamlessly with other solutions to give your sales teams and your customers an all round better service. And we're here at The SaaS JEDI to help you implement it flawlessly.

Why choose Monday CRM?

With the right set up and implementation, Monday CRM can remove the barriers slowing down your sales teams so they can work efficiently to smash their targets, without being bogged down by manual admin. Teams will be able to increase the volume and frequency of follow ups, keep track of pipelines, and automatically progress prospects and clients along their customer journey. You can use Monday CRM to:

  • Keep track of and progress pipelines, using the terminology and sales cycles that fit your own business.

  • Create bespoke formulas for pipeline reporting.

  • Save time by using AI for call transcriptions and meeting notes.

  • Create your own email templates, or use the embedded AI tools to polish your words and hit the sweet spot every time.

  • Free up team capacity with automated task generation, content and actions.

Monday.com can be so much more for your business than a work management tool, it can boost your team's productivity and client success. As certified Monday.com implementation partners, we're here to help you make it happen.

Screenshot of Monday.com CRM salesdeals board with one column being moved for customization
Screenshot of Monday.com CRM sales automations
The SaaS JEDI is a monday.com certified partner depicted with the partnership logo

How can we help with Monday CRM implementation?

We are a specialist monday.com implementation consultant and Silver Partner. This means our trusted team are dedicated to supporting you with the latest information and expertise needed to help you set up monday CRM, optimize the platform and roll out the best possible use cases for your business.

We provide tailored CRM development, training and ongoing support so your monday CRM solution grows with your business.

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