Is it possible for you to have your own CRM on Monday?

Monday is a task and project management tool which is very agile and technically you can make a CRM out of it. At our company we didn't as we have Salesforce. We use if for task management only, at the moment.

Hey there!

monday.com can absolutely be used as a CRM to manage both your sales pipeline and client database. Each item can be a lead/client and using different columns, you can add any important information. You can group your boards based on the different phases or you can do this using status labels.
Check out this article which might be helpful: https://support.monday.com/hc/en-us/articles/115005311909-monday-com-as-a-CRM?abcb=89539

You can also contact support@monday.com for more details on how to get setup!:)

Yes, each item on the dashboard or each deal in the pipeline can be assigned to a person who owns or works in this lead. You can work on the leads assigned to you which is having your own crm. In your dashboard you can customize it the way you want it to, it can be on the deals you manage and their status or numbers.

Yes, it's absolutely possible. We use monday.com exactly also as a CRM to manage our clients, sales statuses, negotiations, contacts, updates etc.

I wouldn’t recommend Monday.com for that requirement. The mission of Monday is to help you to better organize your tasks among your team. You can find many CRM on the market.