The CRM that changes status to “Won”
Manage leads, deals, and ongoing accounts effectively in a fully automated customizable CRM powered by monday CRM.
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Manage your entire sales cycle, track client 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
- Less micro-managing, more selling
- Clear cut steps to win more deals
Pricing
Index & Resources
With everything you need to quote a purchase, build a proposal, and craft an invoice, the Pricing Index and other sales resources give sales teams everything they need to stay up-to-date and prepared to close deals.
Integrating a pricing index enables better visibility into product and service success, unlocks additional sales KPIs, and creates a more unified company process surrounding the development of new offerings.
Add-ons
Take your CRM to the next level with monday apps and integrations. Here’s what we can integrate for you right away.
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.
CRM Suite Pricing
Experience intuitive customer management like never before with CarbonCRM.
Save 18% with yearly plans
How big is your team?
Utilize the CRM Suite with unrestricted access for your team and enjoy all its features without any limitations.
*Enterprise account required.
- Deal Tracking
- Follow-up Reminders
- Activity Tracking by Rep
- Performance Dashboard
- Customizable Automation
- Relationship Management
- Cold Prospecting
- Warm Leads
- Active Deals Pipeline
- Contacts Database
- Companies Database
- Overview Dashboard
Ready to get started with the CarbonCRM Suite?
Say goodbye to the busy work and hello to automation, effective customer management, and more won deals!
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.
The CarbonCRM can be acquired at no additional cost by upgrading or purchasing enterprise monday CRM, or through a monday product onboarding which includes training and tailoring. If you’re interested in purchasing the template directly, we recommend booking a demo with us first!
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.
Yes! There is a button column which allows you to generate tasks linked to your items in the sales pipeline. We have built a bridge between the CarbonCRM Suite and our free task management solution, CarbonTO-DO to make this seamless.
Yes! The newest version of CarbonCRM comes with the foundation for a pricing index which can be tailored for both products and/or services. We then integrate this across your CRM to allow for seamless deal generation and enhanced sales reporting.
Need More Assistance?
Our service teams are fully equipted to help, no matter the task. Get in contact with your account manager today.
