monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Draft tailored first emails to prospective clients from team notes.
Get first-email drafts tailored to your prospects from rough copy and company notes, with questions for claims that need your review.
Capture prospect outreach as sent and flag changes from approved copy.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
Reply to new business inquiries and flag questions needing judgment.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Ask prospects about quoted work when agreed follow-ups come due.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Rank new client prospects by fit and recent company news.
Your reps get a Monday shortlist of promising companies, with timely news and a source for every lead.
Verify new companies' funding before prospecting review.
Your watchlist gains a sourced funding brief when you add a company, with the latest announced round and gaps flagged for review.