CRM
The centralized chronological timeline that tracks every email, meeting, and call for an account record.
What is Emails & Activities?
The capability that generates marketing briefs, creative content, and visuals from a single prompt.
What is AI Campaign Builder?
The type of automation that triggers an action when a deal’s status changes.
What are Status-based Automations?
The security feature allowing admins to log in as a specific user to troubleshoot permissions without their credentials.
What is User Impersonation?
The Q2 roadmap feature that connects lead behavioral signals to quarterly revenue projections
What is AI Forecasting?
The specialized tool that builds professional, branded transaction docs from deal board data.
What are Quotes & Invoices?
The logic that auto-updates lead segments based on live behavioral signals.
What is Dynamic Segmentation?
The event that starts a follow-up workflow after a lead opens an email.
What is the Engagement Trigger?
The policy setting that protects critical, high-value boards from automated cleaning or archival routines.
What is Workspace Exclusion?
The core philosophy of using AI to keep CRM records updated automatically so reps stay in "selling mode"
What is Zero-Updating CRM?
The engine that automates a series of personalized outreach steps, tasks, and follow-ups for new leads.
What are Sequences?
The roadmap feature designed to eliminate the data silo between marketing lead gen and sales revenue.
What is Marketing-Sales Visibility?
The popular no-code automation connector that helps eliminate repetitive manual tasks across apps.
What is Zapier?
The new technical ceiling for the Leads and Contacts board items currently in Alpha to support massive migrations.
What is One Million Items?
The Q2 capability focused on identifying new expansion revenue within existing accounts based on activity.
What are AI Cross-Sell Suggestions?
The Q1 2026 feature that aggregates deal stage, touchpoints, and interactions to prep a rep before a call.
What is AI Meeting Prep?
The automated escalation triggered when customer engagement or sentiment drops below a threshold.
What is Renewal Risk Escalation?
The dashboard widget that visualizes the flow of deals through stages, showing conversion and bottlenecks.
What is the Funnel Widget?
The specialized Enterprise module required to enforce global data retention and board deletion policies
What is the Guardian Add-on?
The feature that analyzes deal stage and past interactions to suggest specific talking points for a call.
What are AI Talk Tracks?
The technical framework enabling real-time sync between monday CRM and external systems like Salesforce or Jira.
What is the 2-Way Sync Framework?
The component that identifies and flags “hot leads” using competitor price-sensitive signal detection.
What are AI Suggestions?
The core visual element that assigns accountability for items like leads, tasks, or deals.
What is the People Column?
The governance tool used to set a default credit cap for users while granting exceptions to power users.
What are AI Credit Usage Limits?
The multimodal capability that allows reps to build apps or update deals using speech while on the go.
What is Sidekick Voice Mode?