The CRM that Grows Business Relationships
Accelerate your firm’s business development pipeline with a CRM focused on building rapport and scaling professional relationships.
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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
Client Acquisition Pipeline
Accelerate your firm’s business development pipeline with a CRM focused on building and scaling relationships.
- Top-down funnel overview
- Track every client interaction
- Streamline new client acquisition
Client Database
Manage client relationships and streamline your processes, customize interactions and service delivery with integrated client database.
- Custom-tailored interactions
- Reminders & automated outreach
- Easily identify growing accounts
Contact Database
Use CarbonCRM to enrich your client relationships, curate personalized messaging, and target ideal customer profiles.
- Segment customers & personalization
- Native data enrichment capabilities
- Effective targeted outreach
Metrics, KPI’s & More
Track your acquisition pipeline with customized dashboards to measure essential KPIs, report and analyze on trends, LTV, and more!
- Analyze KPIs, LTV, Trends, & more
- Metric-focused solutions for sales
- Integrated customizable KPIs
Customizable Forms
Supply new clients with tailored forms to streamline your processes and expedite your time to fulfill their requests.
- Custom-tailored for your business
- Embed internally or externally
- Streamline information intake
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-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.
