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Sales

Pipeline, quotes and forecasts in a single CRM that your team and AI agents actually use.

Instead of confusing Excel spreadsheets, scattered contact details and manual tracking, lead generation, pipeline management, customer communication and sales forecasts are all consolidated in one place.

The Strategic Advantages

  • Full transparency throughout the pipeline: The entire sales team and management can view the current status of all ongoing negotiations at any time.
  • No missed opportunities: Automatic reminders and clear task structures ensure that no lead and no follow-up is overlooked.
  • Shorter sales cycles: Lean processes and rapid handover significantly reduce the time from initial contact to receipt of the signed contract.
  • Reliable revenue forecasts: Through live dashboards, management gains precise insights into the weighted pipeline, expected monthly revenue and the achievement of sales targets.

And the best bit? monday CRM is a standalone product and can therefore be customised specifically for sales. At the same time, it integrates seamlessly with Work Management and all other monday products, ensuring that the sales team is connected to marketing, development, product and management at all times.

For more information, see https://www.24luna.com/en/produkte/crm

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