Designing
monday CRM 0→1

About monday CRM

monday CRM is a fully customizable, flexible no-code CRM for teams of any size. It can be implemented within minutes, empowering business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place.

The Challenge

Designing the first monday.com product

In 2021, I joined a small team at monday.com to lead the design of a new groundbreaking CRM product. Starting with no existing product or market fit, our target goal was to launch within a year.

Thanks to exceptional teamwork, we successfully launched in 2022, receiving immediate positive feedback and gaining strong momentum. I played a key role in shaping the vision and strategy, designing all major product components, and driving UX and design excellence.

The Impact

monday CRM becomes
a category leader

  • monday CRM Ranked #4 in CRM Software by G2

  • From 0 to 25,000 paying accounts in 2 years

  • Design team grew from 1 to 4 in 2 years

Some of the
features I designed

Deal Stages app

One of the first features we released that created a huge impact. This app helps users get a proper overview of their deals pipeline and quickly understand the current status.

Quotes & Invoices 2.0

We reinvented our tool to help all users build the most automated and beautiful invoice and even to connect it to a financial infra and accept payment directly.

New data import flow

To improve conversion to paying metrics, we decided to redesign the current monday.com import data with better capabilities and size limits to better fit CRM users.

Emails & Activities app

The most iconic and impactful app we built to date, which allows users to connect their email, calendar, zoom and even more and display log everything on a single timeline. This helps CRM teams to stay connected and close more deals faster than ever.

AI Email Generator

The first AI feature on monday CRM, helps salespersons to write great sales emails with higher conversion rate and super fast.

Sales Leaderboard app

Sales team are all about quota and reaching it as fast as possible, so we designed a fun and beautiful app that ranks all the sales team and helps sales managers to better approach bottle necks and diffuse them quickly.

Funnel Chart

CRMs are all about data, so we used it to overview a new and improved funnel chart which helps users understand their conversion rate and sales drops.