monday CRM, Built for Sales That Don’t Fit in a Spreadsheet

Trundl helps you build a structured, automated CRM on monday.com so your pipeline stays clean, follow-ups don’t get missed, and post-sale handoffs run smoothly.

When sales cycles are long, deals are high-value, and multiple stakeholders are involved,your CRM needs to do more than store data. It needs to run the process.

That’s where Trundl + monday CRM makes the difference.

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What Is monday CRM and Who It’s For

monday CRM is a flexible, automation-first CRM built on monday.com for managing leads, contacts, accounts, deals, and post-sale workflows.

Sales teams choose monday CRM when their sales process includes:

  • Long or non-linear sales cycles
  • Multiple stakeholders, approvals, and handoffs
  • Cross-team collaboration that continues after a deal is closed

Trundl configures monday CRM around your real process, so sales, onboarding, and delivery stay connected.

How monday CRM Connects Sales and Post-Sale Execution

monday CRM works like a Work Operating System (Work OS), bridging the gap between sales tracking and delivery execution.

Lead and Deal Tracking

Track leads and deals across every stage of the pipeline, with clear ownership, status, and value in one place.

Internal Coordination

Keep sales, operations, and delivery teams aligned as deals progress

Approvals and Documentation

Manage approvals, contracts, and key documents centrally so teams move forward with clarity and consistency.

Onboarding and Delivery Workflows

Move seamlessly from closed deals to onboarding and execution with connected, structured workflows.

Reporting and Forecasting

Access real-time insights into pipeline health, revenue forecasts, and team activity to support confident decisions.

Sales Automation in monday CRM

Trundl sets up no-code automation to support consistency and speed.

Common automations include:

  • Lead routing by region, source, or deal type
  • Follow-up reminders based on deal stage
  • Deal activity alerts
  • Post-sale onboarding triggers

Automation reduces manual effort while keeping your process structured.

Monday CRM Integrations

monday CRM connects with 200+ tools so your team works from a unified system.

Common integrations include:

  • Salesforce and HubSpot
  • Gmail, Outlook, Slack
  • DocuSign and PandaDoc
  • Calendly
  • AI tools for summaries and prioritization

monday CRM Implementation by Trundl

Trundl builds a CRM system your team can confidently operate as you scale.

Our services include:

CRM Strategy and Solution Design

Implementation and Configuration

Workflow Automation

Training and Enablement

Ongoing Optimization

Frequently Asked Questions

monday CRM

  • monday CRM is used to manage leads, contacts, accounts, deals, activities, and reporting—especially for teams that want flexibility and automation.

  • Yes. monday CRM can be customized to match unique sales stages, track multiple stakeholders, and support collaboration across teams.

  • Yes. monday CRM supports no-code automation for lead routing, reminders, deal momentum alerts, and post-sale handoffs to onboarding or project workflows.

  • Yes. monday CRM integrates with Gmail, Outlook, Slack, Calendly, DocuSign, HubSpot, Salesforce, and many more tools.

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