monday CRM, designed and run by Omnitas
Replace fragmented sales and customer data with a single monday CRM that scales with your business.
The problems a CRM build removes
No single source of truth
Customer data is scattered across inboxes, spreadsheets, and people's heads.
Leads slip through
Follow-ups depend on memory, not process — and deals quietly die.
Forecasting is guesswork
Pipeline overview is unreliable, so numbers are built on gut feeling.
Handover loses context
Sales closes, delivery starts blind, and the new customer repeats their story.
What a typical CRM build looks like
Lead capture
Qualification
Pipeline management
Automated follow-ups
Won: handover
Reporting
Every workflow on this page is a proven starting point drawn from hundreds of implementations, not a fixed template. We tailor the structure, automations, and integrations to how your team actually works.
Features that do the heavy lifting
Email integration
Gmail and Outlook threads land on the deal, not in someone's inbox.
Automations
Assignment, reminders, and stage changes run themselves.
Duplicate detection & lead scoring
One clean record per company, and the hottest leads surface first.
Pipeline dashboards
Forecasts and win rates update live instead of once a month.
Make integrations
Quoting, invoicing, and finance systems connected two-way.
Permissions & guest access
Reps see their pipeline, management sees everything.
Full pipeline visibility.
No lead left behind.
Less admin per salesperson.
Forecasts built on data.
