Monia is assisting you, focus on your objectives

30-day free trial on Microsoft Teams and Slack
$199 /year /user
or $19,90 /month /user

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CRM Review

Monia gathers information to update your opportunities by discussing with you on Microsoft Teams / Slack

Data update

Monia takes care of updating the information in your CRM

Marking an opportunity as won or lost

Scheduling or editing an activity

Adding or editing a note

Marking an activity as done

Changing an opportunity stage

Changing the owner of an opportunity

Monia adapts to the specificities of your CRM.
Let's discuss it.
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Customizable settings

Frequencies and durations of CRM Reviews with Monia

Deals to include/exclude from the CRM Review

Order of presentation of deals during the CRM Review

Actions that can be performed by Monia in the CRM

Fields/data that can be modified by Monia in the CRM

Appearance of the bot

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