Manage sales leads effectively

With monday sales CRM, collect all leads in one place and automatically score them based on custom criteria.

Best for

#Sales
#CRM

Overview

Keep leads flowing through your pipeline by centralizing, qualifying, and scoring them in one place. Keep communication active with leads via automated follow-ups and customizable email templates so no opportunities are missed. With this use case, see how you can:

1

Track incoming leads and instantly assign them to the relevant sales team or representative with advanced automations.

2

Identify sales opportunities automatically by scoring and prioritizing leads based on custom criteria.

3

View and identify duplicate leads and contacts to prevent redundant work, inaccurate reporting and forecasting, and more.

4

Establish constant communication with leads by automating and tracking follow-ups.

5

Get a 360° overview to manage leads effectively with all prospect information and activity history in one view.

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Template version includes:

Full solution includes:

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Results by the numbers

69

%

20

h

more leads generated
saved monthly

"Nailing the lead management process is one of the most crucial steps to set your sales team up for success."

Aron Vuijsje
Sales Director | monday.com

Integrations & Apps

Implementation time

11-20

hours

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Overview

Keep leads flowing through your pipeline by centralizing, qualifying, and scoring them in one place. Keep communication active with leads via automated follow-ups and customizable email templates so no opportunities are missed. With this use case, see how you can:

1

Track incoming leads and instantly assign them to the relevant sales team or representative with advanced automations.

2

Identify sales opportunities automatically by scoring and prioritizing leads based on custom criteria.

3

View and identify duplicate leads and contacts to prevent redundant work, inaccurate reporting and forecasting, and more.

4

Establish constant communication with leads by automating and tracking follow-ups.

5

Establish constant communication with leads by automating and tracking follow-ups.

See it in action

Top use cases

https://efficiencyimpact.monday.com/use-case/lead-management