For monday CRM Users

Personalized outbound for monday CRM users.

Your CRM tracks the pipeline. Reacherly fills it. AI-personalized email, LinkedIn, and WhatsApp outreach — sent from your own accounts, built around the prospects you're already tracking.

The gap

Why monday CRM users need better outbound.

monday CRM is built to track a pipeline once it exists — stages, ownership, forecasting, reporting. What it isn't built to do is generate the first conversation. Getting a cold prospect to reply is a different problem than managing one who already has.

Most teams fill that gap one of two ways: generic template blasts that get ignored, or hiring SDRs to write and send outreach by hand — both slow, and both expensive relative to what they produce. Neither scales the way monday CRM itself does.

Reacherly sits in that gap specifically. It's the layer between "list of prospects" and "meeting booked" — then hands the conversation back to monday CRM once it's real.

The workflow

How Reacherly fits with monday CRM.

Reacherly doesn't have a native two-way sync with monday CRM today — prospects move between the two manually or via CSV export/import. Everything below reflects how that actually works right now.

01

Bring your prospects over

Export a list from monday CRM — or add prospects directly in Reacherly — as a CSV. There's no live two-way sync today, so moving prospects between the two is a manual or import step.

02

Reacherly writes the outreach

Every message is generated per prospect from their role, company, and recent activity — not a shared template with merge fields.

03

It sends from your own accounts

Email from your inbox, LinkedIn from your own account, WhatsApp from your own number. Nothing sends from a shared domain or pooled account.

04

Close it in monday CRM like normal

When a prospect replies, Reacherly stops the sequence and flags it. You take the conversation from there and log the deal in monday CRM the way you already do.

What Reacherly adds

Outreach capability, not pipeline management.

Reacherly isn't a CRM and doesn't try to replace monday CRM. Here's specifically what it adds on the outreach side.

CapabilityIncluded with Reacherly
AI-written personalized messagesEach message is generated from that prospect's profile — not a template with fields swapped in.
Multi-channel in one sequenceEmail, LinkedIn, and WhatsApp outreach run together instead of three separate tools.
Follow-ups timed per prospectFollow-up timing adapts to how each prospect has engaged, not a flat delay applied to the whole list.
Reply detection across channelsA reply on any channel stops the sequence automatically — no risk of double-messaging someone who already answered.
Sends from your own accountsYour inbox, your LinkedIn, your WhatsApp number. Deliverability and relationships stay yours.

monday CRM + Reacherly

Boards track the deal. Reacherly starts it.

monday CRM brings monday.com's board-based work OS to sales: customizable pipelines, automations, and dashboards that the rest of the company can see. Teams pick it because sales, ops, and delivery can work in the same place.

Boards are excellent at visualizing and automating work that already exists. They don't write cold outreach. Reacherly covers that step, writing and sending personalized messages across email, LinkedIn, and WhatsApp, then flagging replies so you can add the deal to your monday board.

From board to sequence

Export a leads board or group from monday CRM as a spreadsheet and import it into Reacherly to start outreach.

Cross-team visibility stays in monday

Pipeline stages, ownership, and automations stay on your boards. Reacherly only handles the outbound conversation.

No extra headcount

Personalized outreach and timed follow-ups run on their own, so a small team can keep the top of the board full.

FAQ

Common questions.

Is there a monday CRM integration?

Not natively today. You export leads from a monday board to CSV, import them into Reacherly, and move engaged prospects back to your board.

Can Reacherly replace monday CRM automations?

No. monday automations manage pipeline workflow. Reacherly writes and sends prospecting messages, which monday doesn't do.

Which channels does Reacherly use?

Email, LinkedIn, and WhatsApp in one sequence, all sent from your own accounts.

How fast can I start?

Most teams import a list and see their first AI-written messages the same day.

مؤسسة افاق الوصول لتكنولوجيا المعلومات

Try Reacherly with your monday CRM workflow.

Free to start. Import a list, see the outreach Reacherly writes, and take the replies back to monday CRM.

Start free