Connect people.
Keep contacts, conversations, and opportunities together.
Your ambition. AI in motion.
Big ambitions.
Serious AI backup.
Connected customer data. Powerful automations. AI agents built to take on real work.
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✦ A new connection. A fresh possibility.
YOUR OPPORTUNITY SPACE
NEW CONNECTION
Jordan Lee Start a conversation
Taylor Reed Review inquiry
LET’S TALK
Alex Morgan Next step: proposal
NEXT STEP SET
Casey Parker ✓ Meeting planned
✓ Keep the conversation moving.
Illustrative CRM concept · Fictional records · Not an actual product screen
AI agents, on task
Workflows, automated
Your team, in control
See your pipeline.
Explore customizable boards, views, and dashboards.
Keep work moving.
Organize tasks and automate supported steps in your workflow.
Meet your AI support crew
Put more than a CRM
to work.
Find leads. Prep meetings. Spot stalled deals.
Lead sourcing
Find, enrich, and score leads around your ideal customer profile.
Meeting prep
Turn company context and attendee details into a useful meeting brief.
Pipeline monitoring
Flag slowing deals and surface suggested next steps.
Custom agents
Explore agents tailored to your process with plain-language instructions.
Agent availability, AI credits, and automation limits vary by plan and rollout. Setup and review are required.
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From first hello to what happens next
Build a workflow.
Let automation move it.
01
Connect
Bring your customer and opportunity data together.
02
Configure
Choose your stages, automations, connections, and available agents.
03
Put AI to work
Delegate supported research, preparation, and monitoring tasks.
04
Review & refine
Check the work and adjust your process as your business grows.
Powerful automation.
You set the boundaries.
Explore permissions, agent activity logs, and AI credit controls. Decide what your team and agents can access, and review the work that matters.
Frequently asked questions
Can AI agents actually do work?
monday CRM offers specialized agents for supported tasks such as lead sourcing, meeting preparation, and pipeline monitoring. Capabilities depend on your configuration, connected data, and current product availability.
Is everything automatic from signup?
No. You configure your workflow, connections, automations, and available agents. Review outputs and maintain appropriate oversight.
How do I use IIRG’s referral?
All three signup buttons include referral code 0M6RHLLG. Click a button to visit monday.com and review the current offer. Attribution and eligibility follow monday.com’s referral program terms.
What does it cost to try?
Check monday.com for current trial terms, pricing, and feature availability. This page does not promise a particular discount or trial length. AI agents and usage allowances may vary by plan.
Make your next move
You bring the ambition.
Put AI behind it.
Explore monday CRM with IIRG ↗
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Current offers and terms are shown on monday.com.