monday CRM

Your CRM agents, in your pocket. monday CRM for mobile brings your AI agents and your full CRM context wherever you go. Chat with your agents, see what they did while you were in meetings, and capture every conversation - automatically logged, no manual work. Chat with your CRM agents: Talk directly to your agents on the go. Ask Prep Me to brief you before a call. Check in with Piper on your pipeline. Ask your Lead Sourcing Agent what's new in your pipeline today. Get your Calling Agent to follow up on a lead. Your full AI workforce, available in a conversation. See everything your agents did Your agents work while you're in meetings, commuting, or offline. Open the app and see exactly what happened - leads sourced, deals flagged, updates logged, actions taken. Nothing slips. You're always caught up. Notetaker - capture every conversation Record any face-to-face meeting with one tap - even without a signal. Everything syncs automatically when you're back online. Review past meetings and everything that was discussed. Every recording is transcribed and auto-logged to your CRM - emails, activities, and next steps included. No notes to write. Nothing to update manually. Why monday CRM mobile? Your agents work around the clock — this is how you stay in the loop Agents that execute real work, not just answer questions Every conversation captured and connected to your CRM automatically No manual logging, ever Live in days — no IT, no integrations to wire up SOC 2 Type II, ISO certified, GDPR compliant A monday CRM subscription is required.