monday CRM

I use monday CRM to manage and organize our sales pipeline, customer relationships, and ongoing opportunities. It allows me to keep customer information centralized, track the progress of deals, manage follow-ups, and have a clear overview of our sales activities. It also improves collaboration within the team and helps me keep our processes more structured and efficient.

Pipedrive

Google Analytics, Adobe Acrobat, Meta Business Manager

I'd like to share how we structured the use of monday CRM in our organization for the Sales, Customer Success, and Service areas, ensuring that operations follow the workflows correctly. Currently, as soon as an opportunity is marked as won and the customer makes a purchase, a task is automated and sent to the Implementation team to begin onboarding activities. After this stage is completed, the process is initiated for Customer Success so that the transfer is carried out transparently for the customer. In this way, we establish a complete, integrated cycle with full visibility for everyone involved, which is fundamental to ensuring the predictability of our process.

Gostaria de compartilhar como estruturamos o uso do monday CRM em nossa organização para as áreas Comercial, de CS e de Serviços, garantindo que a operação siga os fluxos adequadamente. Atualmente, assim que uma oportunidade é marcada como ganho e o cliente efetua a compra, uma tarefa é automatizada e enviada para a equipe de Implantação dar início às atividades de onboarding. Após a finalização dessa etapa, o processo é iniciado para CS para que a transferência seja realizada de forma transparente para o cliente. Dessa forma, estabelecemos um ciclo completo, integrado e com total visibilidade para todos os envolvidos, o que é fundamental para garantir a previsibilidade do nosso processo.

ClickUp

GoTo Connect, Monitoo, Acronis Cyber Protect, LastPass for Business, ChatLab

We utilise monday CRM to track leasing opportunities as well as to track each of our developments. For the leasing opportunities, we track the potential tenant, their size requirement, the leasing agent, as well as any other pertinent information. For the developments, monday CRM helps us to keep on track of all the tasks that need to get done - like a more complete "to do" list

Trello

Anthropic Claude, Microsoft 365

monday CRM is a great tool that utilizes an easy interface to properly track the status of our ongoing projects both in the field and in the office.

Separating the scheduling of tasks and items can be rather difficult with so many moving parts and monday CRM does a great job of isolating the status of items without confusing other workers.

Contractor Foreman, Shopify, PayPal Payments Pro

We use monday CRM to keep all leads up to date. It helps us to monitor pipeline, leave comments and notes about each client. as Business development manager I use it daily to handle all my leads

Trello and Atlassian Jira

Trello, Freshdesk, Atlassian Jira, Bitwarden, Impact, Partnerize, TUNE Partner Marketing Platform