Sell More Seats with CarbonCRM for SaaS
Manage deals, grow accounts, and increase your userbase effectively with a fully automated customizable CRM built for software sales.
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Manage your entire sales process, track customer communication, connect to other workflows, and unlock dozens of features exclusive to monday CRM.
Workspace Features
Deals Pipeline
The Deal Pipeline accelerates lead processing, fosters effective lead conversion and provides Sales teams the structure needed to succeed.
- Cold Prospecting, Warm leads, Deals
- Multi-Deal Account Management
- Streamlined Sales Process
Account Database
CarbonCRM for SaaS optimizes recurring sales by tracking LTV, enabling teams to effortlessly target high-value, multi-deal clients.
- Multi-deal account facilitation
- Reminders & automated outreach
- Easily identify growing accounts
Contact Database
Enrich your customer relationships, curate personalized messaging, and create custom segments to target contacts effectively.
- Segment customers & personalization
- Native data enrichment capabilities
- Effective ICP targeting
Metrics, KPI’s & More
Track your sales pipeline with customizable dashboards, from SDR activities and conversion rates, to Account LTV, Win/Loss, and more!
- Analyze KPIs, LTV, Trends, & more
- Metric-focused solutions for sales
- Integrated customizable KPIs
Customizable Forms
CarbonCRM lays the groundwork for your post-sales process, leaving no room for confusion about what happens next.
- Custom-tailored for your business
- Streamline information intake
- Embeddable for use internally or externally
Product Index
Pricing Index
With everything needed to give a quote, build proposals, and craft invoices, the Pricing Index gives your sales teams everything needed to stay up-to-date and prepared to close large software deals.
Integrating a pricing index enables better visibility into product and pricing success, unlocks additional sales KPIs, and creates a more unified company process surrounding the development of new product offerings.
Add-on Services
Take your CRM to the next level with add-on packaged services to accelerate your monday.com start. Here’s what we recommend:
Pre-built Solutions
Accelerate your workflow with CarbonSuites – the ultimate end-to-end solutions designed for maximum productivity on monday.com. Inspired by industry leaders and expertly crafted by our team, these battle-tested solutions are ready to be tailored to your exact needs.
Use this template in your monday CRM Onboarding!
Save time and get more out of your monday CRM onboarding with this industry tailored CRM workspace template.
Get started with the CarbonCRM for Retail & Ecommerce
Say goodbye to the busy work and hello to automation, effective customer management, and more products sold!
Frequently asked questions
CarbonCRM is a custom-tailored customer relationship management system built on the world’s strongest sandbox for business – monday.com and powered by the monday sales CRM.
Yes. The costs associated with add-ons include the cost of the app inside monday.com and any off platform subscription. If CarbonWeb is integrating the add-on for you, that does come with additional costs.
Need More Assistance?
Our service teams are fully equipted to help, no matter the task. Get in contact with your account manager today.