Monday – CRM Template

Use this CRM template to effectively capture leads, track sales pipelines, and manage contacts. Easily forecast revenue, generate insights, and learn where to focus your efforts.

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What are the benefits of using this template?
Capture leads
Connect marketing efforts to your CRM by capturing and importing leads: either through embedded web forms or by directly importing your data.
Track sales pipelines
Visualize where all deals stand at a glance with unlimited sales pipelines. Manage accounts by priority, deal size, expected close date, and more.
Store and manage contacts
Maintain complete visibility into all contact-related information in one view, including deals, tasks, quotes, and activities.
Generate insights to optimize success
Gain instant clarity with visual dashboards that help analyze the sales pipeline, forecasted and actual revenue, deals by rep, and team capacity.