Your B2B Bulk Selling CRM
Manage vendor contracts, facilitate B2B purchasing, and analyze your sales with a fully automated CRM focused on vendor and distribution management.
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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
Sales Pipeline
With a tailored sales pipeline centered on bulk B2B selling, you’ll manage every aspect of contract negotiations in one unified sales funnel.
- Top-down funnel overview
- Facilitate bulk-buyer negotiations
- Manage wholesaler/bulk purchase orders
Vendor Database
Manage vendor and distributor relationships, custom-tailor your shared processes and scale your recurring business with CarbonCRM.
- Custom-tailored segments
- Reminders & automated outreach
- Easily identify growing accounts
Customer Database
Use CarbonCRM to enrich your customer relationships, curate personalized messaging, and track high-value customers.
- Segment customers & personalization
- Native data enrichment capabilities
- Effective high-value targeting
Metrics, KPI’s & More
Track your sales funnel with fully customizable dashboards, measure your essential KPIs, and report and analyze on trends, LTV, and more!
- High-level funnel overview
- Integrated customizable KPIs
- Analyze KPIs, LTV, Trends, & more
Customizable Forms
Supply vetted vendors with customizable forms to streamline your process, and expedite your time-to-fulfill their requests.
- Customizable vendor forms
- Streamline information intake
- Custom-tailored for your business
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 vendor contracts.
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-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.
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 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.
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.
