CRM & RevOps

Monday Sales CRM

The flexible Work OS for managing the entire sales cycle and pipeline.

Important Links

Technical Feature Analysis

Monday Sales CRM is built for AI-first teams, specifically for workflows where you want an AI agent to handle your CRM & RevOps tasks. Instead of manual data entry, Monday Sales CRM lets your AI "see" and "act" on your data directly through its REST or GraphQL.

Monday Sales CRM is a highly customizable platform that allows teams to manage their entire sales cycle, from lead capture to deal closing. Built on the Monday.com Work OS, it offers a visual and intuitive way to track pipelines, manage contacts, and automate routine sales tasks. Its AI capabilities help reps prioritize leads, predict deal outcomes, and generate sales content, making it a powerful and flexible solution for modern revenue teams.

The biggest win with Monday Sales CRM is the ability to move from **Chat-to-Action**. By connecting it to your AI agent, you can automate without having to build a custom tech stack or hire a developer.

Direct Agent Workflow for Monday Sales CRM

• Connect: Give your Monday Sales CRM API Key or OAuth2 to Claude Code, Cowork, or your favorite AI agent.

• Automate: Your agent handles tasks directly.

• Execute: No extra software or middleware required for CRM & RevOps automation.

Use Monday Sales CRM for

Sales Workflow Automation Tools

Technical Details

API Type

REST / GraphQL

Authentication

API Key / OAuth2

Pricing Tier

Paid Only

SDK Languages

N/A

Webhooks

Yes

Frequently Asked Questions

What does Monday Sales CRM do?

Monday Sales CRM is a crm & revops tool that provides The flexible Work OS for managing the entire sales cycle and pipeline.

How do I use Monday Sales CRM with AI agents?

Connect Monday Sales CRM to agents like Claude Code or Cowork by using its REST or GraphQL and your API Key or OAuth2 keys. This allows your agent to perform tasks directly without needing extra software.