monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Send first replies to website leads and flag details sales still needs.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Send approved proposals to the right prospects and notify their salespeople.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved deal PDFs to signers and record the request on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
File ad inquiries with service and timing before sales outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
Prepare proposal drafts from sellers' discovery notes.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Answer incoming lead emails and label threads that need a salesperson.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Track due quote follow-ups and flag prospects who answer.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.