Track and manage all aspects of your sales cycle, customer data, and more in one place.
DragonSoft offers one-stop services for monday CRM, including consulting, sales, implementation, training, operations, custom development, and technical support.
monday CRM is a fully customizable, all-in-one sales platform that helps businesses manage the entire customer lifecycle—from lead generation to ongoing relationship management. With automation and powerful analytics, it streamlines sales processes, optimizes customer interactions, and boosts satisfaction.
Based on 1,000+ G2 Crowd reviews
Flexible and intuitive
Customize in minutes to fit your sales cycle
Easily tailor your CRM to work for you, without any development help. Edit deal stages, add as many columns as you'd like, manage multiple pipelines at once, and more.
Automations
Save valuable time with one-click automations
Close more deals by automating repetitive work. Automatically assign leads to reps, set reminders for upcoming activities, get notified when a lead opens an email, and more.
Sequences & mass emails
Maximize engagement with every contact
Efficiently reach contacts at every stage of your pipeline with the right message using powerful features like personalized sequences, mass emailing & tracking, and AI email writing.
Integrations
Integrate in a snap
with all your favorite tools
Bring all of your essential processes and data into monday CRM for your smoothest workflows yet. Who said you can’t have your apps and use them too?
Mobile app
Manage everything, from anywhere
With a dedicated mobile experience that makes it easy to manage your pipeline on the go, you’ll always be in the loop. Automatically logging calls, checking report statuses, and adding new activity are just a few of the actions that are a click away.
Collect leads from any source, centralize and qualify every lead in one place, and automatically score them based on custom criteria.
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and send emails — all from one place.
Manage your post-sale activities in one place, so you can stay on top of client projects, collection tracking, and more.
Plan and fast-track your sales hiring process, and equip your sales team with the tools and resources they need to close more deals.
Within seconds, automatically convert ideas and meeting outcomes into actionable tasks, propelling your sales pipeline forward. This AI-driven feature of monday CRM keeps your team focused on selling, not manual updates.
Effortlessly generate or refine any email with AI-powered suggestions. Smart templates ensure each message is precise and on target.
Generate professional content for every stage of the sales process. Automatically summarize call transcripts, meeting notes, and more using AI to capture key insights quickly.
Effortlessly build formulas using natural language—no expertise required. This powerful AI-driven feature meets even the most complex sales pipeline reporting requirements.
DragonSoft is a provider of DevSecOps, ITSM, and work management solutions, and also the authorized partner of monday.com in Hongkong.
We offer consulting, sales, implementation, training, and technical support services for monday.com products, delivering tailored, efficient work management solutions that seamlessly integrate monday.com into your existing workflows to help your team create value faster.