monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Build a list of new companies that fit the chosen market.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Build contactable business lists for new client outreach.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
Surface recent company posts to guide prospect outreach.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Add qualified company contacts to the new business outreach list.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Share approved proposals with prospects and keep the sent details.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Build RFP answers from approved firm credentials for new bids.
Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Prepare new business leads for outreach with tailored drafts.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Draft proposals for new client work from deal requirements.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Count new business deals for a chosen owner and closing window.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
Restart early client conversations with a relevant next step.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
Draft first emails for new business contacts from account notes.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.