Using monday.com as a CRM - Scalable Customer Relationship Management System

Hey, monday.com fam! As someone approaching their 3rd full year working within monday, from internal to external marketing operations, I can say with certainty that monday.com has never disappointed me.

At CarbonWeb we’ve been using monday for every part of our business and are ready to start sharing the systems and processes that work best for us, with all of you!

Welcome to the monday.com CRM Suite by CarbonWeb.

A modern and intuitive customer relationship management system built on the world’s strongest sandbox, monday.com. Use time-saving automations to streamline your sales process with tools tailored to your outreach goals. Stay up-to-date from anywhere with the mobile app, text notifications, and unlimited team communication.

6 Boards, 4 Integrations, and 1 Dashboard compiled to form the most effective CRM on monday.com.

So, what’s included?

Cold Prospecting
Sure, CRM’s let us store contacts, but most lack the tools for turning them into leads. Our prospecting system creates the environment to grow new connections into qualified leads. With the integration of PhoneBurner, SMS, and email, we equip you with everything you need to reach contacts and generate warm leads.

Active Deals Pipeline
The truth hurts, especially when budgets gets spent on systems that are supposed to be customizable but lack all the customizations you need. Our active deal pipeline can be tailored to your exact needs, allowing you to move warm leads through your CRM seamlessly.

In our tailored approach, you can track the progress of every deal, see close probability, use customizable statuses, and even create embeddable forms that feed leads right into your pipeline.

Relationship Management
CRMs can be challenging for sales reps (speaking from experience), knowing what to prioritize, when to follow up, who to reach out to. It can be a lot. Our relationship management system removes the guesswork from outreach, with customizable follow-up schedules, mobile notifications, and a mobile app to stay updated, ALWAYS. A sales rep should never miss a follow-up again.

Advanced Customizable Metrics
Any decent CRM provides you with a dashboard for reviewing performance, but often they lack the customization to create the reports you need to see. With our advanced analytics, everything is tracked, and together we’ll work to display the metrics that matter most to you. When priorities shift, you shouldn’t be punished; creating new dashboards is simple and intuitive.

Connect with @Ricky.Tomer to learn more!

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Hey monday.com community!

The team at CarbonWeb has received a lot of positive feedback on our CRM Suite and we want to be sure the community has all the resources possible to learn more. If you would like to connect with me to explore what the CRM Suite entails, please grab some time on my calendar: CRM Suite - CarbonWeb

We thrive on the work we do with the monday.com community and we can’t wait to connect with more partners!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co