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General Sales Pipeline & CRM

The General Sales Pipeline streamlines your sales process by centralizing leads, opportunities, and deals into an intuitive and fully customizable pipeline. Built on monday CRM, this solution enhances visibility, improves team collaboration, and helps sales teams close deals faster while maintaining accuracy in their reporting.

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Integrate with

Made with

Boards
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Dashboards
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Views
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Automations
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Features

Discover the key features that make up the General Sales Pipeline & CRM solution and learn how they improve collaboration on monday CRM
Automated Deal Pipeline
Centralized pipeline to track prospects, leads, and deals with customizable stages. Automations streamline updates and reduce manual input.
Log all CRM-related activities with customizable scoring of calls, meetings, emails, and more to prioritize leads and assess performance effectively.
Visualize key sales metrics and progress in real-time with user-friendly dashboards designed to provide actionable insights.
Store and organize all client and lead information in dedicated, customizable databases to improve data accuracy and accessibility.
Customizable product and/or service library integrated directly into your sales workflow to streamline quoting and deal management.

Get this solution at no cost with a monday CRM Onboarding!

Onboarding helps your team personalize the solution, train your CRM champion, and gain the confidence to navigate the workflow with ease.
Go to package

Extend Your Capabilities with Integrations

Connect monday.com to the apps you use most—no more manual updates, copying data, or hopping between tabs.

Account Management

PhoneBurner

Streamline outbound sales calls with automated dialing and follow-ups, ensuring efficient prospecting and lead conversion.

Documents

PandaDoc

Generate, send, and track proposals and contracts seamlessly within the sales pipeline, allowing for quick approvals and e-signatures.

Notifications

Google Calendar

Sync sales meetings, follow-ups, and important deal milestones with your calendar to keep sales reps organized and on schedule.

Communication

Gmail

Integrates with emails and activities to automatically log email communications, ensuring all sales conversations are stored and accessible for better relationship management.

Collaboration

Outlook

Integrates with emails and activities to track and log client emails, schedule follow-ups, and centralize communication within the sales workflow.

FAQ’s

Explore frequently asked questions by monday CRM users for the General Sales Pipeline & CRM below.

What is the General Sales Pipeline?

The General Sales Pipeline is a sales management solution designed to organize, track, and streamline your sales process using monday CRM.

This solution is ideal for sales teams of any size looking to improve lead visibility, close deals faster, and enhance collaboration using monday CRM.
It includes pre-configured boards, automations, and dashboards that simplify lead tracking, deal management, and reporting.
Yes, the General Sales Pipeline is fully customizable to align with your sales process and unique business needs.
CarbonWeb offers onboarding packages, live training, and continued support to help your team maximize the benefits of the General Sales Pipeline.

Book a demo today!