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monday CRM updates of 2025: What's New and Improved?

Updated: May 14

monday.com Product Updates
monday.com Product Updates

Every month, the monday CRM product gets updates and new features to help users better manage workflows. The company wants to ensure you close deals with fewer clicks, faster quotes, and flawless sales operations.


According to 6Sense, monday.com has a market share of 4.07% and a #10 ranking. With 245,000 users, this platform generated USD 268 million in revenue during the last quarter of 2024. As a result, the monday.com company surpassed the USD one billion ARR mark.


How do you think all that was possible? Thanks to the continuous revamp of new and old features in monday Sales CRM and Work Management.


In this blog post, we'll discuss some of the main updates in the CRM system monday.


monday CRM: Why Does It Need Updates?

monday.com Updates Webpage
monday.com Updates Webpage

Yes, the monday.com CRM software is already great, with features like an Email and activities app, a mandatory fields app, sales reports, timeline AI summaries, and more. So, why does it need new features every other month?


Customer expectations are continuously changing. Hence, technology must also adapt to their needs if they want to stay effective and relevant.


That's why the CRM tool monday requires new updates to:

  • Address evolving business needs.

  • Maintain competitive advantage.

  • Enhance user experience.


Regularly updating and introducing features can make workflows efficient and collaborative. The right monday CRM updates can sometimes fix bugs, improve security, ensure data accuracy, etc.


To know more, reach out to a monday expert at Fruition. We can help you understand everything about monday CRM updates.



2025 Updates: monday CRM Overview

At the time of writing this blog post, monday Sales CRM rolled out at least nine updates in 2025. Ideally, there are two types: New releases and feature upgrades.


We'll discuss both.


#1. AI Timeline Summaries

Type: New Release.

monday CRM AI Timeline Summary
monday CRM AI Timeline Summary

The fast monday AI timeline summaries can help get your stakeholders up to speed. It helps you prepare for meetings and get a high-level overview to monitor deal progress and give feedback.


Do you have sales managers and representatives involved in your pipeline? Then, they can generate summaries using the last fifteen items in monday.com's activity timeline.


This feature gets you "up to speed" on the crucial details of any deal on monday CRM. Ideally, "summarise with AI" is part of the monday AI Blocks feature. It lets you fast-track deals with AI by extracting, analysing, and illuminating key insights. (sift through emails)

monday AI Blocks: Summarise With AI
monday AI Blocks: Summarise With AI

#2. New Automations in Email Sequences

Type: Feature Upgrade.

Email Sequences on monday CRM
Email Sequences on monday CRM

This new feature update ensures that the sequence-enrolling automations can build themselves. Email sequencing gives you a centralised way to manage multi-step engagement.


It's a way to track customer interactions from start to finish. In this new update, you can try thirty new automations for removing or adding people from monday.com email sequences.


You can also create whatever your workflow desires: Assign a person, move an item, or more. This could be done manually or even automatically with monday automations.

Email Sequences on monday CRM
Email Sequences on monday CRM

#3. New Sequences Triggers

Type: Feature Upgrade.

New Sequences Triggers on monday CRM
New Sequences Triggers on monday CRM

Examples include auto-reply received and email opened. These new triggers on monday CRM will automatically move your contacts through the right workflows. For example, you can remove a contact if sequenced emails get auto-replies. (In Beta)


Triggers like "when the sequence email is opened" can lead to the following actions:

  • Enrol the item on one sequence.

  • Unenroll an item from a sequence.

  • Unenroll the item from all sequences.


#4. Advanced Sequences Analytics

Type: Feature Upgrade.

Sequence Analytics on monday CRM
Sequence Analytics on monday CRM

With this, using monday as a CRM can get easier. You can track what matters with advanced and newly updated sequence analytics.


Users can measure what makes each workflow function, tasks to get finished, and more. Get insights into the following sequence performance details:

  • Reply rates

  • Click rates

  • Open rates


You'll get all that data in the sequences analytics tab on monday CRM. Since this is new, you won't be able to access historical data yet.

Email Sequences Analytics
Email Sequences Analytics

#5. Contacts Enrolled in Sequences

Type: Feature Upgrade.

Contacts Enrolled in Sequences
Contacts Enrolled in Sequences

This monday Sales CRM update lets you see which sequences your contacts are usually enrolled in. Do that right from a monday board.


These will help your sales representatives manage follow-ups. You can also ensure outreach like a pro, leading to more won deals and seamless sales cycles.


#6. Activity Tracker Widget

Type: New Release.

monday CRM Activity Tracker Widget
monday CRM Activity Tracker Widget

This new dashboard widget lets you track activities and emails easily. You get to turn live insights into wins and map out team activities with real-time data for better prioritisation.


The activity tracker provides users with the ability to:

  • Ensure better prioritisation of sales activities.

  • Track the performance of your sales team.

  • Get real-time visibility into activities.


The Activity Tracker Widget on monday.com Sales CRM lets you have full visibility into sales communication and get real-time updates from the boards. It can also help identify areas of improvement.


You can track how manual activities were done and emails sent by filtering data by deal, account, person, etc.

Activity Tracker Widget on monday CRM
Activity Tracker Widget on monday CRM

#7. Activities Timeline Column

Type: New Release.

monday CRM Activities Timeline Column
monday CRM Activities Timeline Column

With the new activity timeline column, you can stay up-to-date about deals. You'll have better visibility into the deal's engagement (real-time smarter calls).


It lets you:

  • Track engagement on every deal.

  • Get a full overview of emails and activities.

  • Instantly understand which deals need more attention.


You no longer have to dig deep into each deal to understand its status. The monday CRM Activities Timeline Column helps you with visibility, making faster decisions, and improving sales rhythm.

Activities Timeline Example
Activities Timeline Example

#8. Quotes & Invoices from CRM Board

Type: Feature Upgrade.

Quotes & Invoices on monday Sales CRM
Quotes & Invoices on monday Sales CRM

With this monday CRM update, you can now generate quotes and invoices directly from certain CRM boards. Users get to:

  • Easily generate custom financial documents.

  • Streamline client transactions.


This Quotes & Invoices update on the CRM software by monday helps you create, track, and manage documents using data from the boards.

Quotes & Invoices on monday CRM Board
Quotes & Invoices on monday CRM Board

#9. Meeting Scheduling from monday CRM

Type: Feature Upgrade.

Scheduling Meetings on monday CRM
Scheduling Meetings on monday CRM

Are you ready to schedule meetings directly from monday CRM? All you have to do is use monday CRM integrations to connect your account with Outlook or Google Calendar.


With this update, you get to book meetings directly from the monday Sales CRM platform. Once done, track them inside the Emails & Activities app.


How Can Fruition Help With monday CRM Updates?

Fruition: monday CRM Consultants
Fruition: monday CRM Consultants

You'll need assistance to understand the full potential of monday CRM's latest releases, improvements, and features. To help you, the team of 22 highly talented monday CRM consultants at Fruition have always stayed on top of all monday.com updates.


We've successfully worked with 200+ clients and completed 1,050+ projects across all monday products. Being certified monday CRM partners, we can:

  • Provide expert consultation for implementation and integration services tailored to your business needs.

  • Map your workflows to identify efficiency issues and design custom monday CRM solutions with the right automations using new features and updates.

  • Ensure process optimisation, data migration, and integration with other third-party tools to eliminate data silos.

  • Offer change management and monday CRM updates training to boost user adoption rates and maximise ROI.


All in all, Fruition can accelerate the setup of monday CRM by ensuring your workflows evolve as the platform improves.



FAQs

Are there any new features in the monday CRM update for 2025?

The monday CRM updates in 2025 introduced advanced AI capabilities that include AI-powered summarisation. Other updates include better automations, triggers, and analytics in CRM sequences. The Activity Tracker Widget and Activities Timeline Columns are also great updates. You can now generate Quotes & Invoices from monday Sales CRM boards and schedule meetings.


Do product updates affect monday CRM?

Yes, there are a few product-wide updates that improve monday Sales CRM functionalities. These weren't specifically released for monday CRM, though. Examples include keeping workspaces in order, tailoring board set-ups with Granular permissions, getting visibility into API usage and limits, AI-powered form builders, etc.

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