The fact that sales teams have a complicated relationship with their CRMs is no secret.
A report from monday CRM found that 81% of sales leaders are considering changing their CRMs this year. Some of the reasons for this are that CRMs are notoriously challenging to use, time-consuming, and painfully rigid.
But it’s not that sales teams don’t want to use CRMs. They understand the key value CRMs provide. Instead, it’s that they want new CRMs — ones that don’t slow the team down and give them a headache.
That’s where monday CRM comes in. It was built to be intuitive to use, easily customizable, and powered by AI and automations so that it can get the busywork out of your way so your team can move faster.
Let’s break down 5 ways monday CRM makes selling easier for your sales team.
1. It's Really Easy To Customize
A lot of CRMs are rigid and have a get-what-you-get attitude toward their users. This means many businesses find themselves forcing their needs into the CRMs rigid system and fighting with it every step of the process.
Other big-named CRMs allow customizations but they require a team of developers and 6-12 months in order for them to give you what you want. Not only is this costly and time-consuming, it also means you need to rely on outsiders to provide you with the structure you need, which can be extremely frustrating.
But this is not the case with monday CRM, which makes it super easy for teams to set up and customize their CRM to meet their specific business needs — without any development help. Users can build boards in seconds, edit deal stages, add as many columns as you'd like, manage multiple pipelines at once, and much more.
Many companies, like Velv, don’t take these capabilities for granted. “When we dug into the CRM functionalities, we realized monday CRM could easily adapt to our very specific sales processes,” says Nuno Godinho, Chief Information Officer at Velv. “With other platforms, you either wouldn’t be able to do it exactly like you wanted or you’d need to pay a hefty customization fee.”
2. Its AI Actually Helps Sales Teams Move Faster
Unlike a lot of software that claim to be AI-driven, monday CRM AI actually steps in to save sales teams tons of time. This means that instead of AI being a feature that users are vaguely aware exists within the CRM, it actually helps speed up each stage of the sales process.
Here are some of the ways AI can help sales teams move faster:
- Automatically fills out fields for new leads
- Generates discovery questions
- Updates reps at a glance about where they left off with their prospects
- Summarizes or suggests next steps
- Writes personalized follow-ups
- Crafts formulas for even the most complex pipeline reporting needs
- And much more!
The result is not AI that exists as a separate feature from reps’ day-to-day CRM use. Instead, it's there to help sales teams exactly in the way they are already working.
3. It Has Built-in Automations That Save Tons Of Time
One of the biggest reasons sales teams avoid CRMs? It adds extra work. Things like updating fields, logging calls, or manually assigning leads slow down their process and pull them out of selling mode and into admin mode.
monday CRM fixes that by automating the tasks sales teams hate without needing to write a single line of code.
For example, when a new lead comes in it can get assigned to the right rep, instantly. If a deal stalls for three days, you can automate a follow-up reminder or update a manager. After your email is opened, get notified without needing to check another tool.
Which means that monday CRM helps reps avoid spending half their day updating the CRM because the CRM updates itself.
For sales leaders, this means you’re not chasing down data or wondering why half the pipeline is blank. For reps, it means fewer distractions and more time to focus on conversations, demos, and follow-ups that actually move deals forward.
4. It Has A Mobile App Your Team Will Actually Use
Most CRM mobile apps are either stripped-down versions of the desktop platform or so clunky that reps avoid them entirely. That’s a problem for many industries because sales don’t just happen at a desk.
The monday CRM mobile app gives your team full access to pipelines, contacts, tasks, and updates, all in a clean, fast, and highly responsive experience. Whether they’re in the field, on a call, or between meetings, reps can update deal statuses, check activity history, and even trigger automations right from their phone.
Sales leaders can check on progress or respond to changes in real time. Reps can avoid missing follow-ups, stay updated faster, and enjoy a workflow that moves with them, not against them. It’s not just for checking in. It’s for getting real work done wherever you are.
5. It’s For The Entire Sales Cycle
A lot of CRMs stop at the pipeline. Once a deal is closed, it’s someone else’s problem. This breaks down communication, creating internal silos and friction at exactly the moment when your customer experience should be seamless.
But monday CRM is built for the entire sales process, from lead management to post-sales management. You can link sales to onboarding, customer success, operations, and even marketing without switching tools or hacking together integrations.
That means closed-won deals can trigger onboarding workflows automatically. Account managers can see what was promised during the sales process. Project teams can get looped in without needing a manual handoff. Everyone stays aligned, and nothing gets dropped between departments.
It also means your sales team can work alongside other functions without losing focus. Boards, updates, automations, and dashboards are shared across the company but each team can customize their view to fit how they work.
The result is a CRM that doesn’t sit in its own silo. It’s part of your system, part of your rhythm, and part of how your entire business runs.
Ready For A CRM Your Team Won’t Dread Using?
monday CRM was made to help real sales teams work faster and close more — all while not hating the process. That’s why it focuses on flexible and intuitive tools that are powerful and actually enjoyable to use.
Whether you're running a business, leading a sales team, closing deals, managing accounts, or just trying to stay one step ahead of the chaos, monday CRM gives you the structure to move fast, act smart, and the freedom to work the way you want.
You can try it now for free. Just open it, explore it, and see what it feels like to actually enjoy using your CRM.