What is the first thing that comes to mind when you think of a CRM system? Maybe it’s Microsoft Teams and the plethora of Microsoft products or managing clients via an Excel or Google sheet?
I’m sure the names Asana, Slack or even ClickUp come to mind. But there is a system that can do it all. It’s appropriately named Monday!
Here at IEDM, we’ve integrated Monday to effectively communicate and manage our client base, including posting updates about daily client management. We’ve even gone as far as to link our client’s communication emails to Monday to keep team members in the loop safely and securely. At its core, Monday is an exceptionally customisable system. Upon first using it, Monday asks you what your business’s industry is. Once you’ve given Monday some information about your needs, it generates simple editable templates that adapt to suit your business’ workflow.
Monday has integral features to keep your business running smoothly and efficiently. Some features include team-member project time tracking, project allocation features, customisable project workflows, and handy automations (to name a few). Because of Monday’s user-friendliness, our team can easily keep up to date on anything client related. They even offer an easy Web browser experience and simple PC, macOS and Mobile apps. Monday is an industry leader in CRM systems, and it’s simple to see why. Monday is loved by many from any industry, not only marketing related. Developers, IT, Sales and HR businesses can benefit from Monday too.
By integrating Monday into your workflow and operations, you are taking a step in the right direction to have your work processes smoothed out and easy to operate. You’ll get a special discount when signing up with Monday using our referral link below. If you have joined, let us know how Monday has improved your workflow in the comments.
Monday.com referral link: https://try.monday.com/iedm