📂Built-in CRM

List of Features in Monoes CRM

1. Data Model & Objects

• Standard & Custom Objects: Includes built-in objects like People, Companies, Opportunities; and allows creation of entirely custom objects tailored to your workflows

• Fields: Manage both standard and custom fields for any object. Field types include text, number, date, select, JSON, and more. Fields can be deactivated instead of deleted

2. Views & Layout Customization

• Table Views & Kanban Views: Visualize records in flexible grid or pipeline formats.

• Filtering, Sorting, Grouping: Easily configure how data appears in each view .

3. Pipeline Visualization

• Kanban-style pipelines for tracking stage-based processes: such as sales or deal flows, across customizable columns.

4. Notes & Rich Content

• Markdown-rich notes: Use text blocks, Markdown formatting, bullet points, images, and more within record notes .

5. Tasks & Activity Management

• Tasks: Create, assign, edit, and mark tasks as done. Add rich comment threads.

• Task Views: View upcoming and completed tasks across workspace, filter by assignee, or see tasks linked to specific records .

6. Email Synchronization

• Connect mailboxes (e.g. Gmail), automatically sync inbound/outbound emails and link them to People or Company records.

• Supports metadata-only, subject-level, or full-content sharing options.

7. Activity Logging & Attachments

• Activity feed captures record edits, email sync events, file uploads, and task updates.

• Attach files to records and tasks for richer documentation .

8. Advanced Search

• A fast search bar that helps you locate people, companies, notes, tasks, etc., across all data in the workspace.

9. Workflows & Automations

• Multi-record workflows: Trigger logic across many records at once.

• Automation tools: Form triggers, conditions, HTTP actions, webhooks, and serverless functions to build custom logic and integrations .

10. User Roles & Permissions

• Granular, role-based access control: define read/create/edit/delete rights per object.

• Permissions control access to APIs, data model, user management, workspace settings, etc. .

11. Import / Export

• CSV import capability (2,000+ rows) with automatic field matching, sub-field support (labels, secondary phone numbers), validation and upsert functionality .

12. Performance & UX Improvements

• App performance upgraded significantly (pages load twice as fast).

• UI enhancements: custom date formats, breadcrumb navigation, keyboard shortcuts, improved view menu controls .

12. Update Automatically

• Run Actions and find your prospects which uploads into your CRM.

• Reach out to the people and companies you have stored in your CRM and send them messages using our Local Processor .