Up to speed on every account
Always an up-to-date summary of what is going on with the customer.
monday CRM
Work smarter with AI and spend more time on customers and relationships.
- Built-in AI
- Fully customisable
- Quick to get started
Why monday CRM?
All customer information in one place
No Excel files, separate tools or scattered information.
More insight into commercial processes
See where the opportunities, risks and growth potential are.
Flexible for the way you work
Adjust workflows, dashboards and automations without custom development.
Speed up your processes with AI
Less searching, more doing. AI brings information, insights and actions together.
Let AI take the notes
Focus on the conversation, AI handles the write-up.
Ask your CRM questions
Ask in plain language and get an answer straight away.
Avoid surprises
See risks coming before they become a problem.
For every team that works with customers
One central workspace for every customer-facing role in the organisation.
Sales teams
Track leads, deals and activities in one overview.
Account managers
Build strong customer relationships and never miss a follow-up.
Sales managers
Get real-time insight into pipeline, performance and forecasts.
Customer success
Work proactively on happy customers and renewals.
monday CRM in practice
From lead to deal, and from deal to project: this is how Tryve clients work with monday CRM.
Excellent guidance during the implementation of monday CRM. The process was clear, the follow-up was thorough and the platform is very user-friendly.
From first conversation to a CRM people actually use
Tryve guides your monday CRM through every stage, as a monday.com Platinum Partner.
Frequently asked questions about monday CRM
Do I really need a CRM if my sales process is simple?
Even with a simple sales process, monday CRM adds a lot of value. It helps you manage customer relationships better, keep track of emails and set up follow-up tasks, while your team works more transparently and does not overlook important details.
Do I need to be technical to use monday CRM?
No, monday CRM is very user-friendly and intuitive, so you do not need any technical knowledge to get started. If you need specific or more advanced features, we are happy to help with a monday.com expert who tailors the setup exactly to your needs.
Do I need an implementation partner?
You can set up monday CRM yourself, but working with a certified monday.com partner such as Tryve brings extra benefits. An external expert looks at your workflows with fresh eyes and can spot more room for optimisation, which leads to a faster implementation and better results.
How long does the implementation take?
That depends on your needs and how complex your setup is, but in most cases everything is ready to use within 4 to 6 weeks. We make sure the system genuinely fits the way you work. No rushed standard setup, but a solution you can move forward with straight away.
What does monday CRM cost?
The investment has two parts: a one-off investment for the implementation and setup, and monthly licence costs that depend on the number of users and the chosen plan. Get in touch with us for a tailored proposal.
Questions about monday CRM?
We are happy to help with advice, a demo or a first exploration.