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.

Client Database

Manage client relationships and streamline your processes, customize interactions and service delivery with integrated client database.

Contact Database

Use CarbonCRM to enrich your customer relationships, curate personalized messaging, and target ideal customer profiles.

Metrics, KPI’s & More

Track your acquisition pipeline with customized dashboards to measure essential KPIs, report and analyze on trends, LTV, and more!

Customizable Forms

Supply vetted vendors with customizable forms to streamline your process, and expedite your time-to-fulfill their requests.

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:

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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.

Need some help kickstarting or customizing CarbonCRM?

CarbonWeb offers full service packages to help launch, onboard and customize monday products to drive your business goals toward the finish line.

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.

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Book an exploration call

Schedule a demo with an account rep below